What users are saying about
10 Ratings
2 Ratings
10 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.8 out of 100
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.9 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

Lasso CRM

Lasso is a simple and easy-to-use CRM, above and beyond the daily tasks that the sales team or sales assistant complete, it allows our accounting department to generate reports and prepare invoices accordingly for commissions generated based on sales of condos.
Nathalie Harput | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Lasso CRM
8.9
Customer data management / contact management
Claritysoft
9.3
Lasso CRM
8.1
Workflow management
Claritysoft
9.0
Lasso CRM
6.2
Territory management
Claritysoft
8.2
Lasso CRM
Opportunity management
Claritysoft
8.8
Lasso CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Lasso CRM
10.0
Quote & order management
Claritysoft
7.5
Lasso CRM
Interaction tracking
Claritysoft
9.0
Lasso CRM
10.0
Channel / partner relationship management
Claritysoft
8.2
Lasso CRM

Customer Service & Support

Claritysoft
10.0
Lasso CRM
5.0
Help desk management
Claritysoft
10.0
Lasso CRM
5.0

Marketing Automation

Claritysoft
8.8
Lasso CRM
9.9
Lead management
Claritysoft
8.8
Lasso CRM
10.0
Email marketing
Claritysoft
8.8
Lasso CRM
9.9

CRM Project Management

Claritysoft
9.2
Lasso CRM
8.1
Task management
Claritysoft
10.0
Lasso CRM
8.1
Billing and invoicing management
Claritysoft
9.0
Lasso CRM
Reporting
Claritysoft
8.5
Lasso CRM
8.1

CRM Reporting & Analytics

Claritysoft
9.3
Lasso CRM
6.6
Forecasting
Claritysoft
9.0
Lasso CRM
Pipeline visualization
Claritysoft
9.0
Lasso CRM
8.0
Customizable reports
Claritysoft
10.0
Lasso CRM
5.2

Customization

Claritysoft
8.8
Lasso CRM
5.0
Custom fields
Claritysoft
8.7
Lasso CRM
5.0
Custom objects
Claritysoft
8.3
Lasso CRM
5.0
API for custom integration
Claritysoft
9.3
Lasso CRM

Security

Claritysoft
9.0
Lasso CRM
8.1
Single sign-on capability
Claritysoft
8.5
Lasso CRM
8.0
Role-based user permissions
Claritysoft
9.5
Lasso CRM
8.1

Platform

Claritysoft
6.5
Lasso CRM
5.0
Mobile access
Claritysoft
6.5
Lasso CRM
5.0

Integrations with 3rd-party Software

Claritysoft
Lasso CRM
8.0
Marketing automation
Claritysoft
Lasso CRM
8.0

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

Lasso CRM

  • Easy capture of eleads from multiple sources. Lasso automatically captures potential buyers who submit for more information across multiple sources, including on social media, BDX, our website, and others.
  • Lasso helps keep everything organized, from dividing the sales efforts of multiple sales people across multiple neighborhoods, to allowing us to track which floorplans and lots our potential buyers are interested in.
  • Setting up a robust prospect nurturing plan is easy, allowing our sales team to effortlessly follow pre-determined templates for follow up.
Anonymous | 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

Lasso CRM

  • Connection between inventory and sales modules.
  • Calculation of commissions of representatives using the tool (not outside realtors).
  • Price revisions.
Nathalie Harput | 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

Lasso CRM

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

Lasso CRM

  • Lasso has given us a cost-effective way to manage and nurture our clients, with extra homebuilding-related features to make our efforts more successful.
  • We have an easy way to track the client prospecting and nurturing efforts of sales staff, even those located across the country from the corporate office.
  • Lasso has lead to more effective sales efforts, as client nurturing processes are built right in to the platform for them to follow.
Anonymous | 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

Lasso CRM

General

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

Lasso CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.2
Lasso CRM
9.9

Add comparison