What users are saying about
14 Ratings
38 Ratings
14 Ratings
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Score 6 out of 100
38 Ratings
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Score 8.3 out of 100

Feature Set Ratings

  • Claritysoft ranks higher in 5 feature sets: Customer Service & Support, CRM Project Management, CRM Reporting & Analytics, Customization, Security
  • Close ranks higher in 3 feature sets: Sales Force Automation, Marketing Automation, Platform

Sales Force Automation

8.6

Claritysoft

86%
8.9

Close

89%
Claritysoft ranks higher in 5/9 features

Customer data management / contact management

9.3
93%
5 Ratings
8.3
83%
8 Ratings

Workflow management

9.1
91%
4 Ratings
7.9
79%
8 Ratings

Territory management

8.2
82%
4 Ratings
8.0
80%
1 Rating

Opportunity management

8.8
88%
5 Ratings
9.5
95%
6 Ratings

Integration with email client (e.g., Outlook or Gmail)

8.5
85%
5 Ratings
9.4
94%
8 Ratings

Quote & order management

7.5
75%
5 Ratings
N/A
0 Ratings

Interaction tracking

9.0
90%
5 Ratings
8.2
82%
8 Ratings

Channel / partner relationship management

8.2
82%
4 Ratings
9.7
97%
3 Ratings

Contract management

N/A
0 Ratings
10.0
100%
1 Rating

Customer Service & Support

10.0

Claritysoft

100%
8.7

Close

87%
Close ranks higher in 3/3 features

Help desk management

10.0
100%
3 Ratings
10.0
100%
2 Ratings

Case management

N/A
0 Ratings
8.0
80%
3 Ratings

Call center management

N/A
0 Ratings
8.0
80%
5 Ratings

Marketing Automation

8.8

Claritysoft

88%
9.1

Close

91%
Close ranks higher in 2/2 features

Lead management

8.8
88%
4 Ratings
8.8
88%
6 Ratings

Email marketing

8.8
88%
4 Ratings
9.5
95%
5 Ratings

CRM Project Management

9.2

Claritysoft

92%
8.1

Close

81%
Claritysoft ranks higher in 2/3 features

Task management

10.0
100%
4 Ratings
8.1
81%
5 Ratings

Billing and invoicing management

9.0
90%
3 Ratings
10.0
100%
1 Rating

Reporting

8.5
85%
5 Ratings
6.3
63%
5 Ratings

CRM Reporting & Analytics

9.4

Claritysoft

94%
8.0

Close

80%
Claritysoft ranks higher in 2/3 features

Forecasting

9.1
91%
4 Ratings
10.0
100%
1 Rating

Pipeline visualization

9.0
90%
4 Ratings
8.4
84%
6 Ratings

Customizable reports

10.0
100%
4 Ratings
5.5
55%
4 Ratings

Customization

8.8

Claritysoft

88%
8.5

Close

85%
Close ranks higher in 3/4 features

Custom fields

8.7
87%
5 Ratings
9.3
93%
7 Ratings

Custom objects

8.3
83%
4 Ratings
10.0
100%
2 Ratings

API for custom integration

9.4
94%
4 Ratings
6.8
68%
7 Ratings

Scripting environment

N/A
0 Ratings
8.0
80%
3 Ratings

Security

9.0

Claritysoft

90%
8.2

Close

82%
Claritysoft ranks higher in 2/2 features

Single sign-on capability

8.5
85%
5 Ratings
8.0
80%
3 Ratings

Role-based user permissions

9.5
95%
5 Ratings
8.4
84%
6 Ratings

Platform

6.5

Claritysoft

65%
10.0

Close

100%
Close ranks higher in 1/1 features

Mobile access

6.5
65%
4 Ratings
10.0
100%
1 Rating

Social CRM

Claritysoft

Feature Set Not Supported
N/A
10.0

Close

100%
Close ranks higher in 2/2 features

Social data

N/A
0 Ratings
10.0
100%
1 Rating

Social engagement

N/A
0 Ratings
10.0
100%
1 Rating

Integrations with 3rd-party Software

Claritysoft

Feature Set Not Supported
N/A
7.0

Close

70%
Close ranks higher in 1/1 features

Marketing automation

N/A
0 Ratings
7.0
70%
4 Ratings

Attribute Ratings

  • Close is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.2

Claritysoft

72%
5 Ratings
9.4

Close

94%
8 Ratings

Usability

Claritysoft

N/A
0 Ratings
8.8

Close

88%
3 Ratings

Support Rating

Claritysoft

N/A
0 Ratings
9.2

Close

92%
3 Ratings

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read full review

Close

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
Read full review

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.
Read full review

Close

  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
Read full review

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.
Read full review

Close

  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
Read full review

Pricing Details

Claritysoft

Starting Price

$39 per month

Editions & Modules

Claritysoft editions and modules pricing
EditionModules
Claritysoft$39.001

Footnotes

  1. Per Month Per User

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

Close

Starting Price

$29 per user, monthly

Editions & Modules

Close editions and modules pricing
EditionModules
Starter291
Basic692
Professional993
Business1494

Footnotes

  1. per user, monthly
  2. per user, monthly
  3. per user, monthly
  4. per user, monthly

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

15% discount on annual pricing in addition to the month-to-month prices listed here.

Usability

Claritysoft

No answers on this topic

Close

It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
Read full review

Support Rating

Claritysoft

No answers on this topic

Close

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.
Read full review

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.
Read full review

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.
Read full review

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.
Read full review

Close

  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
Read full review

Screenshots

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