What users are saying about
10 Ratings
24 Ratings
10 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.8 out of 100
24 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.6 out of 100

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Reagan Reed | TrustRadius Reviewer

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Close
8.6
Customer data management / contact management
Claritysoft
9.3
Close
7.9
Workflow management
Claritysoft
9.0
Close
8.2
Territory management
Claritysoft
8.2
Close
8.0
Opportunity management
Claritysoft
8.8
Close
8.4
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Close
9.0
Quote & order management
Claritysoft
7.5
Close
Interaction tracking
Claritysoft
9.0
Close
7.6
Channel / partner relationship management
Claritysoft
8.2
Close
9.7
Contract management
Claritysoft
Close
10.0

Customer Service & Support

Claritysoft
10.0
Close
9.2
Help desk management
Claritysoft
10.0
Close
10.0
Case management
Claritysoft
Close
8.0
Call center management
Claritysoft
Close
9.7

Marketing Automation

Claritysoft
8.8
Close
8.9
Lead management
Claritysoft
8.8
Close
7.8
Email marketing
Claritysoft
8.8
Close
10.0

CRM Project Management

Claritysoft
9.2
Close
7.4
Task management
Claritysoft
10.0
Close
5.5
Billing and invoicing management
Claritysoft
9.0
Close
10.0
Reporting
Claritysoft
8.5
Close
6.8

CRM Reporting & Analytics

Claritysoft
9.3
Close
9.3
Forecasting
Claritysoft
9.0
Close
10.0
Pipeline visualization
Claritysoft
9.0
Close
8.0
Customizable reports
Claritysoft
10.0
Close
10.0

Customization

Claritysoft
8.8
Close
8.0
Custom fields
Claritysoft
8.7
Close
8.0
Custom objects
Claritysoft
8.3
Close
10.0
API for custom integration
Claritysoft
9.3
Close
6.0
Scripting environment
Claritysoft
Close
8.0

Security

Claritysoft
9.0
Close
7.8
Single sign-on capability
Claritysoft
8.5
Close
8.0
Role-based user permissions
Claritysoft
9.5
Close
7.5

Platform

Claritysoft
6.5
Close
10.0
Mobile access
Claritysoft
6.5
Close
10.0

Social CRM

Claritysoft
Close
10.0
Social data
Claritysoft
Close
10.0
Social engagement
Claritysoft
Close
10.0

Integrations with 3rd-party Software

Claritysoft
Close
7.0
Marketing automation
Claritysoft
Close
7.0

Pros

Claritysoft

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Dwayne Tharp | TrustRadius Reviewer

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

Cons

Claritysoft

  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Pamela Elliott | TrustRadius Reviewer

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

Close

Close 7.0
Based on 1 answer
I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Claritysoft

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Joshua Day | TrustRadius Reviewer

Close

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Jason Vance | TrustRadius Reviewer

Return on Investment

Claritysoft

  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Ryan Weller | TrustRadius Reviewer

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

Screenshots

Pricing Details

Claritysoft

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Claritysoft Editions & Modules

Edition
Claritysoft$39.001
  1. Per Month Per User
Additional Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

Rating Summary

Likelihood to Recommend

Claritysoft
8.2
Close
9.0

Usability

Claritysoft
Close
7.0

Support Rating

Claritysoft
Close
7.0

Add comparison