What users are saying about
9 Ratings
31 Ratings
9 Ratings
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Score 8 out of 100
31 Ratings
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Score 5.8 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

GoldMine

For small organizations it is simple to use the basic portions. It has it's own mail system as well as integrating with Outlook. If you are not yet ready to invest in an Inbound marketing solution or marketing campaign management software package or SaaS, Goldmine can do the job for you. Who in your area can help you implement the features you really want to use to get started and what is your plan for growth
Carolyn Morse | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Claritysoft
10.0
GoldMine
Help desk management
Claritysoft
10.0
GoldMine

Marketing Automation

Claritysoft
8.8
GoldMine
Lead management
Claritysoft
8.8
GoldMine
Email marketing
Claritysoft
8.8
GoldMine

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Platform

Claritysoft
6.5
GoldMine
Mobile access
Claritysoft
6.5
GoldMine

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

GoldMine

  • GoldMIne is great as a telesales sales tool since you can call and progress calls very quickly, we regularly are able to make 90+ calls per day since it is fast and in my view easy to use (it does need some training to get the most out of it)
  • It still has its own integrated email system, although it works with MS Outlook, but this means everything can be in one place, surely what CRM is all about?
  • Customising GoldMine is also in my view pretty straightforward and if you have ever used a CRM before, reasonably easy and quick to pick up.
Gary Perkins | 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

GoldMine

  • GoldMine can get quite slow when you stuff it with thousands upon thousands of records, like we have.
  • Navigation with the mouse is awful, more often than not if you try to scroll up and down a list of items within a company record instead of the list, moving it switches to another customer record.
  • Integration with Outlook could be cleaner. A lot of times I have found myself having to refresh the GoldMine connection to attach emails.
Daniel Lampkin | TrustRadius Reviewer

Likelihood to Renew

Claritysoft

No score
No answers yet
No answers on this topic

GoldMine

GoldMine 4.6
Based on 3 answers
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
Ryan Spear | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

GoldMine

GoldMine 8.0
Based on 1 answer
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
Gary Perkins | TrustRadius Reviewer

Reliability and Availability

Claritysoft

No score
No answers yet
No answers on this topic

GoldMine

GoldMine 10.0
Based on 2 answers
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!.
Gary Perkins | TrustRadius Reviewer

Performance

Claritysoft

No score
No answers yet
No answers on this topic

GoldMine

GoldMine 7.0
Based on 3 answers
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.
Gary Perkins | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

GoldMine

GoldMine 8.2
Based on 5 answers
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
Anonymous | TrustRadius Reviewer

In-Person Training

Claritysoft

No score
No answers yet
No answers on this topic

GoldMine

GoldMine 10.0
Based on 1 answer
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
Gary Perkins | TrustRadius Reviewer

Implementation Rating

Claritysoft

No score
No answers yet
No answers on this topic

GoldMine

GoldMine 9.0
Based on 3 answers
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
Gary Perkins | 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

GoldMine

Our university still utilizes Banner, which requires us to have information stored there and migrate it to GoldMine twice per day. Banner is NOT user-friendly, but our set up makes it more robust than GoldMine. GoldMine makes information available with fewer clicks and puts it in a better format as well.
Justin Moore | TrustRadius Reviewer

Scalability

Claritysoft

No score
No answers yet
No answers on this topic

GoldMine

GoldMine 9.0
Based on 1 answer
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
Gary Perkins | 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

GoldMine

  • Documentation and easy access to documentation regarding a particular customer or contact.
  • While utilities exist to re-align territories and other assignments in Goldmine they are not always well documented so even if you are savvy and want to implement some functions yourself you will likely need a VAR support person to do the job for you -- at least the first time.
  • Typically, I have found support to be responsive and prompt. More importantly, even with drive failures, we rarely suffer any downtime with Goldmine.
Carolyn Morse | 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

GoldMine

General

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

GoldMine Editions & Modules

Edition
Cloud Based$60.001
  1. Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
GoldMine
6.0

Likelihood to Renew

Claritysoft
GoldMine
4.6

Usability

Claritysoft
GoldMine
8.0

Reliability and Availability

Claritysoft
GoldMine
10.0

Performance

Claritysoft
GoldMine
7.0

Support Rating

Claritysoft
GoldMine
8.2

In-Person Training

Claritysoft
GoldMine
10.0

Implementation Rating

Claritysoft
GoldMine
9.0

Scalability

Claritysoft
GoldMine
9.0

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