What users are saying about
9 Ratings
2 Ratings
9 Ratings
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Score 8 out of 100
2 Ratings
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Score 9.7 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

DirectLync

Girls PACT receives regular compliments on its website! The audience for our website is potential donors. DirectLync nailed it! The design is clean, modern, professional, user friendly, intuitive and really represents our brand. They gave us some great coaching and guidance as we were creating and preparing content. It was a really fun project!
Michelle Shegda | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
DirectLync
Customer data management / contact management
Claritysoft
9.3
DirectLync
Workflow management
Claritysoft
9.0
DirectLync
Territory management
Claritysoft
8.3
DirectLync
Opportunity management
Claritysoft
8.8
DirectLync
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
DirectLync
Quote & order management
Claritysoft
7.5
DirectLync
Interaction tracking
Claritysoft
9.0
DirectLync
Channel / partner relationship management
Claritysoft
8.3
DirectLync

Customer Service & Support

Claritysoft
10.0
DirectLync
Help desk management
Claritysoft
10.0
DirectLync

Marketing Automation

Claritysoft
8.8
DirectLync
Lead management
Claritysoft
8.8
DirectLync
Email marketing
Claritysoft
8.8
DirectLync

CRM Project Management

Claritysoft
9.2
DirectLync
Task management
Claritysoft
10.0
DirectLync
Billing and invoicing management
Claritysoft
9.0
DirectLync
Reporting
Claritysoft
8.5
DirectLync

CRM Reporting & Analytics

Claritysoft
9.3
DirectLync
Forecasting
Claritysoft
9.0
DirectLync
Pipeline visualization
Claritysoft
9.0
DirectLync
Customizable reports
Claritysoft
10.0
DirectLync

Customization

Claritysoft
8.8
DirectLync
Custom fields
Claritysoft
8.7
DirectLync
Custom objects
Claritysoft
8.3
DirectLync
API for custom integration
Claritysoft
9.3
DirectLync

Security

Claritysoft
9.0
DirectLync
Single sign-on capability
Claritysoft
8.5
DirectLync
Role-based user permissions
Claritysoft
9.5
DirectLync

Platform

Claritysoft
6.5
DirectLync
Mobile access
Claritysoft
6.5
DirectLync

Email & Online Marketing

Claritysoft
DirectLync
8.5
Email deliverability reporting
Claritysoft
DirectLync
8.0
List management
Claritysoft
DirectLync
9.0

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

DirectLync

  • DirectLync is knowledgeable in their field, which saves us time (and money).
  • They have a creative team onsite to answer questions promptly.
  • Regularly updating products and services to better serve its customers.
Michelle Shegda | 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

DirectLync

  • Girls PACT is located in Los Angeles. Newsletters are scheduled for PST, yet distributed on EST. It’s an odd glitch and may be a user error.
Michelle Shegda | 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

DirectLync

No answers on this topic

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

DirectLync

  • DirectLync has saved our marketing budget thousands of dollars! They have been so generous supporting the marketing needs of Girls PACT, a nonprofit organization.
Michelle Shegda | 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

DirectLync

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

DirectLync Editions & Modules

Edition
Basic$20.001
Essential$99.001
Pro$249.001
Premium$599.001
  1. Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
DirectLync
10.0

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