What users are saying about
9 Ratings
16 Ratings
9 Ratings
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Score 8 out of 100
16 Ratings
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Score 8.1 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

iMIS

iMIS is great for membership associations who need one place. I love their contact database, I just wish we could pull reports easily from their system and publishing would not freeze when making changes to our website. Everything that does work correctly is really easy to set up.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Claritysoft
10.0
iMIS
Help desk management
Claritysoft
10.0
iMIS

Marketing Automation

Claritysoft
8.8
iMIS
Lead management
Claritysoft
8.8
iMIS
Email marketing
Claritysoft
8.8
iMIS

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Platform

Claritysoft
6.5
iMIS
Mobile access
Claritysoft
6.5
iMIS

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

iMIS

  • Flexibility and Customization: iMIS is like a tailored suit. We track all kinds of information and it gives us the ability to customize our screens, add custom fields, and build out the navigation to mirror actual data processing and workflows.
  • API: iMIS is like a box of legos. Not only do you get what’s pictured on the box, but the API gives us the ability to adapt it, add new bricks (custom apps), and extend it beyond its original design. We have created several new modules that solved our Gap Analysis identified during our product evaluation process.
  • Great Support: Our relationship with ASI like a good marriage. They provide great support and they listen to their customers. Their product team also does sprint reviews and invites customers to participate and have a voice in the product road map.
David Drinnon | 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

iMIS

  • The iMIS integration process could use some improvement. Integrating iMIS with 3rd party applications can be challenging. This is an area where my company, Organized Bits, is working to help the community. We have built an integration platform solves this problem.
Eddie Brady | 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

iMIS

As a fundraising professional, I would highly recommend Raiser's Edge and Advance 9.8 over iMIS as true donor databases.
Sterlicia Rodney | 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

iMIS

  • Ability to keep track of membership
Anonymous | 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

iMIS

General

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

iMIS Editions & Modules

Additional Pricing Details
Contact for Quote

Rating Summary

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