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 8.2 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

Gold-Vision

It is the best available solution for small businesses due to the licensing model and the ease of use. For companies like us who implement this for customers, it is easy to implement and train users. Larger companies would prefer to use existing products that have been developed for their specific industry or department.
Adrian Takacs | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Gold-Vision
10.0
Customer data management / contact management
Claritysoft
9.3
Gold-Vision
10.0
Workflow management
Claritysoft
9.0
Gold-Vision
10.0
Territory management
Claritysoft
8.3
Gold-Vision
Opportunity management
Claritysoft
8.8
Gold-Vision
10.0
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Gold-Vision
10.0
Quote & order management
Claritysoft
7.5
Gold-Vision
10.0
Interaction tracking
Claritysoft
9.0
Gold-Vision
Channel / partner relationship management
Claritysoft
8.3
Gold-Vision
Contract management
Claritysoft
Gold-Vision
10.0

Customer Service & Support

Claritysoft
10.0
Gold-Vision
Help desk management
Claritysoft
10.0
Gold-Vision

Marketing Automation

Claritysoft
8.8
Gold-Vision
10.0
Lead management
Claritysoft
8.8
Gold-Vision
Email marketing
Claritysoft
8.8
Gold-Vision
10.0

CRM Project Management

Claritysoft
9.2
Gold-Vision
9.5
Task management
Claritysoft
10.0
Gold-Vision
Billing and invoicing management
Claritysoft
9.0
Gold-Vision
10.0
Reporting
Claritysoft
8.5
Gold-Vision
9.0

CRM Reporting & Analytics

Claritysoft
9.3
Gold-Vision
Forecasting
Claritysoft
9.0
Gold-Vision
Pipeline visualization
Claritysoft
9.0
Gold-Vision
Customizable reports
Claritysoft
10.0
Gold-Vision

Customization

Claritysoft
8.8
Gold-Vision
9.5
Custom fields
Claritysoft
8.7
Gold-Vision
10.0
Custom objects
Claritysoft
8.3
Gold-Vision
9.0
API for custom integration
Claritysoft
9.3
Gold-Vision

Security

Claritysoft
9.0
Gold-Vision
10.0
Single sign-on capability
Claritysoft
8.5
Gold-Vision
Role-based user permissions
Claritysoft
9.5
Gold-Vision
10.0

Platform

Claritysoft
6.5
Gold-Vision
Mobile access
Claritysoft
6.5
Gold-Vision

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

Gold-Vision

  • Can be easily integrated with products like Sage or Outlook which most small companies use. This provides us with a great customer base.
  • It is quick to deploy and most of our customers start using the solutions in less than a week.
  • Very intuitive which makes training our customer easy and causes few support calls.
Adrian Takacs | 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

Gold-Vision

  • In the latest version, the user interfaces has been greatly improved. Some customers disliked the older version.
  • Nothing else to complain about, maybe it can be made cheaper?
Adrian Takacs | 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

Gold-Vision

Probably the most important aspect would be the licensing model which makes it affordable for all businesses. Can be adapted to the business without having to change the business model around the CRM product.
Adrian Takacs | 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

Gold-Vision

  • It really filled a gap in the market where small business could not afford expensive CRM solutions.
  • As we are implementing this as a solutions for our customers we don't pay for it, but it provides a monthly income from supporting the infrastructure this has been deployed on.
Adrian Takacs | TrustRadius Reviewer

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

Gold-Vision

General

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

Gold-Vision Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
Gold-Vision
10.0

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