What users are saying about
13 Ratings
38 Ratings
13 Ratings
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Score 6.2 out of 100
38 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.2 out of 100

Feature Set Ratings

    Sales Force Automation

    8.6

    Claritysoft

    86%

    GoldMine

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 8/8 features

    Customer data management / contact management

    9.3
    93%
    5 Ratings
    N/A
    0 Ratings

    Workflow management

    9.1
    91%
    4 Ratings
    N/A
    0 Ratings

    Territory management

    8.2
    82%
    4 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.8
    88%
    5 Ratings
    N/A
    0 Ratings

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

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    Quote & order management

    7.5
    75%
    5 Ratings
    N/A
    0 Ratings

    Interaction tracking

    9.0
    90%
    5 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    8.2
    82%
    4 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    10.0

    Claritysoft

    100%

    GoldMine

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 1/1 features

    Help desk management

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.8

    Claritysoft

    88%

    GoldMine

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 2/2 features

    Lead management

    8.8
    88%
    4 Ratings
    N/A
    0 Ratings

    Email marketing

    8.8
    88%
    4 Ratings
    N/A
    0 Ratings

    CRM Project Management

    9.2

    Claritysoft

    92%

    GoldMine

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Task management

    10.0
    100%
    4 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    9.0
    90%
    3 Ratings
    N/A
    0 Ratings

    Reporting

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.4

    Claritysoft

    94%

    GoldMine

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Forecasting

    9.0
    90%
    4 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    9.0
    90%
    4 Ratings
    N/A
    0 Ratings

    Customizable reports

    10.0
    100%
    4 Ratings
    N/A
    0 Ratings

    Customization

    8.8

    Claritysoft

    88%

    GoldMine

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 3/3 features

    Custom fields

    8.7
    87%
    5 Ratings
    N/A
    0 Ratings

    Custom objects

    8.3
    83%
    4 Ratings
    N/A
    0 Ratings

    API for custom integration

    9.4
    94%
    4 Ratings
    N/A
    0 Ratings

    Security

    9.0

    Claritysoft

    90%

    GoldMine

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 2/2 features

    Single sign-on capability

    8.5
    85%
    5 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    9.5
    95%
    5 Ratings
    N/A
    0 Ratings

    Platform

    6.5

    Claritysoft

    65%

    GoldMine

    Feature Set Not Supported
    N/A
    Claritysoft ranks higher in 1/1 features

    Mobile access

    6.5
    65%
    4 Ratings
    N/A
    0 Ratings

    Attribute Ratings

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

    Likelihood to Recommend

    7.2

    Claritysoft

    72%
    5 Ratings
    8.7

    GoldMine

    87%
    14 Ratings

    Likelihood to Renew

    Claritysoft

    N/A
    0 Ratings
    4.6

    GoldMine

    46%
    3 Ratings

    Usability

    Claritysoft

    N/A
    0 Ratings
    8.0

    GoldMine

    80%
    1 Rating

    Availability

    Claritysoft

    N/A
    0 Ratings
    10.0

    GoldMine

    100%
    2 Ratings

    Performance

    Claritysoft

    N/A
    0 Ratings
    7.0

    GoldMine

    70%
    4 Ratings

    Support Rating

    Claritysoft

    N/A
    0 Ratings
    8.1

    GoldMine

    81%
    6 Ratings

    In-Person Training

    Claritysoft

    N/A
    0 Ratings
    10.0

    GoldMine

    100%
    1 Rating

    Implementation Rating

    Claritysoft

    N/A
    0 Ratings
    9.0

    GoldMine

    90%
    3 Ratings

    Configurability

    Claritysoft

    N/A
    0 Ratings
    8.0

    GoldMine

    80%
    1 Rating

    Product Scalability

    Claritysoft

    N/A
    0 Ratings
    9.0

    GoldMine

    90%
    1 Rating

    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

    GoldMine

    I believe GoldMine is well suited to keep track of customer contact automatically, so your customers needs are met. I also like keeping track of my emails and customer contact notes, this way I always know what they need quickly. I like to keep reminders on certain customer request or pricing for certain items. We use GoldMine in unison with Traverse for placing orders . I would love GoldMine more if they had the abilities to place orders through the app , rather than using an additional tool.
    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

    GoldMine

    • Flexibility to use different views of the data very easily and establish functional views by user or department requirement.
    • Ability to categorize contacts by group(s) or actually have them in separate databases.
    • As much or as little automation as you wish to implement.
    • We implemented Goldmine ourselves after making sure the Server Operating System was configured appropriately.
    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

    GoldMine

    • Of course, there are always areas that could be improved, in my view the Report generation tool, hasn't really changed in the last 10 years at least, whilst other CRM products have more powerful and easy to use and customise Reporting tools, although there are plenty of Reports to choose from
    • The Database schema has stood the test of time but is quite restrictive in certain areas and what you can do with it
    • Integration with other system unless you are a developer is not easy as there are only one or two areas to show/bring in information
    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

    GoldMine

    Starting Price

    $60 per month

    Editions & Modules

    GoldMine editions and modules pricing
    EditionModules
    Cloud Based$60.001

    Footnotes

    1. per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    Claritysoft

    No answers on this topic

    GoldMine

    If there were a product that would mean less on-site support/maintenance with comparable or not much more cost, I would seriously consider switching. Furthermore, going to a more mobile, paper-less application process would tip the scales in the favor of a competitor. I'd also like something that integrates web forms so that data entry is more stream-lined as is response time
    Read full review

    Usability

    Claritysoft

    No answers on this topic

    GoldMine

    Personally, perhaps I should give it a higher rating, but I do genuinely think it was very easy to pick up and run with, but I did have a full training session and of course was keen on using it. In my previous marketing role many years ago, I 'd tried to create an MS Access database and this has taken ages, so being introduced to the power of GoldMine really impressed. People have comments on it, but my opinion is its still fast and a great workhorse
    Read full review

    Reliability and Availability

    Claritysoft

    No answers on this topic

    GoldMine

    For me, its always been there, no worries here about downtime or the internet being down or switched off. Having it on a laptop as well with Goldsync means I'm always able to updated my notes and then synchronise. This to me is one of the benefits of purchased on-premise software, it cant simply be turned off!.
    Read full review

    Performance

    Claritysoft

    No answers on this topic

    GoldMine

    Pretty good, Yes, there are occasions when i may think there should be an easier way to do things, but over the years, I've always found a way to get the information out that i want, sometimes just needing a bit of help from the technical team. Day to day,. it works for me very well.
    Read full review

    Support Rating

    Claritysoft

    No answers on this topic

    GoldMine

    Their customer support is spot on! We never feel like we're being made to wait, and when we email, they respond and offer assistance very quickly. It's the same response I'd expect from an in-house IT team down the corridor. Some support teams you know you're talking to the first line support chap who probably doesn't know how to resolve your issue, and you have to wait until they give up and pass it, but GM support people seem very knowledgable
    Read full review

    In-Person Training

    Claritysoft

    No answers on this topic

    GoldMine

    I was originally trained by the UK distributor and then subsequently trained my self and had access to GoldMine consultants. In the long run, this saved me a lot of time really since I knew the product on an advanced/administrator basis and able to perform day to day tasks. Some things, still needed the consultants. The trick was with the training, I knew when I was out of my depth
    Read full review

    Implementation Rating

    Claritysoft

    No answers on this topic

    GoldMine

    As I said earlier, to me now with all this experience, it is ensuring that you focus on two things:- 1/ Ensure core customisations only are required until you get users started and embedded in using the system. 2/ Ensuring users get some good level of dedicated training time, internal or external, but I feel this is best done in a group rather than at your own speed. Afterall, no one really customises their MS Word or MS Excel each time, they just ignore the bits they don't need or ask if they do need them
    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

    GoldMine

    GoldMine is a better overall product based on scalability, ease of use and cost effectiveness. All of the customization in GoldMine was beyond the other applications we tested and considered. Overall we believe we made the right choice based on how quickly we saw results. Our sales staff has used this tool extensively to become more agile.
    Read full review

    Scalability

    Claritysoft

    No answers on this topic

    GoldMine

    GoldMine, when maintained well has always been pretty reliable and in over 10 years, I don't think we've ever lost a day or more than an hour or so when we cant use it. Occasional a 'blip' will happen and you will have to log out, the only thing to bear in mind, which I'm not good at is ensuring you keep the mailbox to less than 2000 mails in your inbound box, I hover around 1800 and need to streamline this to get rid of my junk or notifications from LinkedIn groups for example when i mean to read, but never get round to it
    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

    GoldMine

    • Our company prides itself on its responsiveness to customer requests. As a consequence of that, we need to be able to follow up consistently on issues until they are solved and goldmine helps us do that.
    • Because of its ease of use and wealth of information, it allows us to react to customer queries quickly and with a familiarity that instills confidence in our customers.
    • The lag on the other hand, since we have kind of choked it with too much information, slows us down. I understand we're using it for more than it was designed for, but as businesses grow and customer demands increase we need our technology to improve at the same rate.
    Read full review

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