What users are saying about
13 Ratings
13 Ratings
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Score 6.2 out of 100
921 Ratings
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Score 8.2 out of 100

Feature Set Ratings

    Sales Force Automation

    8.6

    Claritysoft

    86%

    Microsoft BI (MSBI)

    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%

    Microsoft BI (MSBI)

    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%

    Microsoft BI (MSBI)

    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%

    Microsoft BI (MSBI)

    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%

    Microsoft BI (MSBI)

    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%

    Microsoft BI (MSBI)

    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%

    Microsoft BI (MSBI)

    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%

    Microsoft BI (MSBI)

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

    Mobile access

    6.5
    65%
    4 Ratings
    N/A
    0 Ratings

    BI Standard Reporting

    Claritysoft

    Feature Set Not Supported
    N/A
    8.2

    Microsoft BI (MSBI)

    82%
    Microsoft BI (MSBI) ranks higher in 3/3 features

    Pixel Perfect reports

    N/A
    0 Ratings
    8.6
    86%
    44 Ratings

    Customizable dashboards

    N/A
    0 Ratings
    8.2
    82%
    51 Ratings

    Report Formatting Templates

    N/A
    0 Ratings
    7.9
    79%
    49 Ratings

    Ad-hoc Reporting

    Claritysoft

    Feature Set Not Supported
    N/A
    8.3

    Microsoft BI (MSBI)

    83%
    Microsoft BI (MSBI) ranks higher in 4/4 features

    Drill-down analysis

    N/A
    0 Ratings
    8.5
    85%
    46 Ratings

    Formatting capabilities

    N/A
    0 Ratings
    8.4
    84%
    51 Ratings

    Integration with R or other statistical packages

    N/A
    0 Ratings
    8.0
    80%
    41 Ratings

    Report sharing and collaboration

    N/A
    0 Ratings
    8.3
    83%
    51 Ratings

    Report Output and Scheduling

    Claritysoft

    Feature Set Not Supported
    N/A
    8.3

    Microsoft BI (MSBI)

    83%
    Microsoft BI (MSBI) ranks higher in 5/5 features

    Publish to Web

    N/A
    0 Ratings
    8.6
    86%
    46 Ratings

    Publish to PDF

    N/A
    0 Ratings
    8.7
    87%
    46 Ratings

    Report Versioning

    N/A
    0 Ratings
    8.0
    80%
    42 Ratings

    Report Delivery Scheduling

    N/A
    0 Ratings
    8.3
    83%
    45 Ratings

    Delivery to Remote Servers

    N/A
    0 Ratings
    7.9
    79%
    26 Ratings

    Data Discovery and Visualization

    Claritysoft

    Feature Set Not Supported
    N/A
    8.2

    Microsoft BI (MSBI)

    82%
    Microsoft BI (MSBI) ranks higher in 3/3 features

    Pre-built visualization formats (heatmaps, scatter plots etc.)

    N/A
    0 Ratings
    8.2
    82%
    49 Ratings

    Location Analytics / Geographic Visualization

    N/A
    0 Ratings
    8.2
    82%
    46 Ratings

    Predictive Analytics

    N/A
    0 Ratings
    8.2
    82%
    44 Ratings

    Access Control and Security

    Claritysoft

    Feature Set Not Supported
    N/A
    8.5

    Microsoft BI (MSBI)

    85%
    Microsoft BI (MSBI) ranks higher in 4/4 features

    Multi-User Support (named login)

    N/A
    0 Ratings
    8.2
    82%
    48 Ratings

    Role-Based Security Model

    N/A
    0 Ratings
    8.4
    84%
    45 Ratings

    Multiple Access Permission Levels (Create, Read, Delete)

    N/A
    0 Ratings
    8.6
    86%
    48 Ratings

    Single Sign-On (SSO)

    N/A
    0 Ratings
    8.8
    88%
    30 Ratings

    Mobile Capabilities

    Claritysoft

    Feature Set Not Supported
    N/A
    8.4

    Microsoft BI (MSBI)

    84%
    Microsoft BI (MSBI) ranks higher in 3/3 features

    Responsive Design for Web Access

    N/A
    0 Ratings
    8.7
    87%
    38 Ratings

    Mobile Application

    N/A
    0 Ratings
    8.3
    83%
    29 Ratings

    Dashboard / Report / Visualization Interactivity on Mobile

    N/A
    0 Ratings
    8.2
    82%
    38 Ratings

    Application Program Interfaces (APIs) / Embedding

    Claritysoft

    Feature Set Not Supported
    N/A
    8.1

    Microsoft BI (MSBI)

    81%
    Microsoft BI (MSBI) ranks higher in 6/6 features

    REST API

    N/A
    0 Ratings
    7.8
    78%
    21 Ratings

    Javascript API

    N/A
    0 Ratings
    8.2
    82%
    21 Ratings

    iFrames

    N/A
    0 Ratings
    8.4
    84%
    20 Ratings

    Java API

    N/A
    0 Ratings
    8.4
    84%
    19 Ratings

    Themeable User Interface (UI)

    N/A
    0 Ratings
    8.2
    82%
    20 Ratings

    Customizable Platform (Open Source)

    N/A
    0 Ratings
    7.6
    76%
    16 Ratings

    Attribute Ratings

    • Microsoft BI (MSBI) is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    7.2

    Claritysoft

    72%
    5 Ratings
    8.7

    Microsoft BI (MSBI)

    87%
    75 Ratings

    Likelihood to Renew

    Claritysoft

    N/A
    0 Ratings
    8.0

    Microsoft BI (MSBI)

    80%
    25 Ratings

    Usability

    Claritysoft

    N/A
    0 Ratings
    8.7

    Microsoft BI (MSBI)

    87%
    14 Ratings

    Availability

    Claritysoft

    N/A
    0 Ratings
    9.5

    Microsoft BI (MSBI)

    95%
    4 Ratings

    Performance

    Claritysoft

    N/A
    0 Ratings
    7.0

    Microsoft BI (MSBI)

    70%
    4 Ratings

    Support Rating

    Claritysoft

    N/A
    0 Ratings
    8.8

    Microsoft BI (MSBI)

    88%
    21 Ratings

    In-Person Training

    Claritysoft

    N/A
    0 Ratings
    6.9

    Microsoft BI (MSBI)

    69%
    3 Ratings

    Online Training

    Claritysoft

    N/A
    0 Ratings
    8.5

    Microsoft BI (MSBI)

    85%
    2 Ratings

    Implementation Rating

    Claritysoft

    N/A
    0 Ratings
    9.6

    Microsoft BI (MSBI)

    96%
    14 Ratings

    Configurability

    Claritysoft

    N/A
    0 Ratings
    10.0

    Microsoft BI (MSBI)

    100%
    2 Ratings

    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

    Microsoft

    The Microsoft BI suite of tools, which comprises tools from the SQL Server suite, provides end-to-end features and functionality for businesses of any size. Users who need dashboards and reports fast will benefit from this tool. It’s simple to connect to databases, cloud storage systems, and CSV files of any type. This makes the dashboards suitable for a more rapid presentation workflow because we can easily incorporate them into PowerPoint presentations. Enterprise and standard editions are both available for some tools.
    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

    Microsoft

    • The layout of Power BI is very intuitive. Someone that is familiar with Excel and working with Charts and Graphs in that environment will find the learning curve a rather short one to start using Power BI.
    • I like the way Power BI fits an assortment of users and how the functionality that you engage is replicated in Excel, that being Power Query and Power Pivot. So what you learn in one tool can be readily applied towards the other which allows you to more effectively apply your training.
    • I appreciate how Microsoft is working to develop tools that go a long ways to empowering the end user. Prior to Power BI I would have had to consult with a "BI" professional to develop a dashboard. With Power BI I don't have to consult with anyone, I can work to put together the dash board I want and using a tool set that is really robust and allows me to engage an enormous amount of data. It's provides a great deal of flexibility and the types of data I can connect to.
    • Updates...Microsoft is working diligently to keep Power BI current with monthly updates. They do a really good job of listening to the end user, if there is functionality not currently present just give them a month or so.
    • Just to be clear, even though it's easy to get going right out of the gate with Power BI it provides plenty of opportunities to create some really sophisticated reporting solutions. With DAX in Power Pivot and M language in Power Query, you are provided with plenty of head room to do some really amazing things in Power BI.
    • Training...there are resources across the web for learning and growing your skills and Power BI. And what's even better is the majority of those resources are free.
    • Data engagement, when presenting the data to the end user Power BI goes a long way to allowing that end user to engage the data and begin to identify root cause by simply interacting with the graph/chart/data set. It allows for really fluid engagement. Prior to Power BI so many times during the presentation of data we often times ended the engagement with that data with more questions than what were answered. With Power BI, more often than not, the end user is able to get answers to the questions by simply clicking on the data in the graph/chart/dataset to see the details. This tool really does have the capacity to make you look like a rock star.
    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

    Microsoft

    • The race to perfect gathering of Non-Traditional datasets is on-going; with Microsoft arguably not the leader of the pack in this category.
    • Licensing options for PowerBI visualizations may be a factor. I.e. if you need to implement B2C PowerBI visualizations, the cost is considerably high especially for startups.
    • Some clients are still resistant putting their data on the cloud, which restricts lots of functionality to Power BI.
    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

    Microsoft BI (MSBI)

    Starting Price

    $999 per user/per month

    Editions & Modules

    Microsoft BI (MSBI) editions and modules pricing
    EditionModules
    Power BI Pro9.991
    Power BI Premium4,9952

    Footnotes

    1. per user/per month
    2. 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

    Microsoft

    Microsoft BI is fundamental to our suite of BI applications. That being said, Northcraft Analytics is focused on delighting our customers, so if the underlying factors of our decision change, we would choose to re-write our BI applications on a different stack. Luckily, mathematics are the fundamental IP of our technology... and is portable across all BI platforms for the foreseeable future.
    Read full review

    Usability

    Claritysoft

    No answers on this topic

    Microsoft

    The Microsoft BI tools have great usability for both developers and end users alike. For developers familiar with Visual Studio, there is little learning curve. For those not, the single Visual Studio IDE means not having to learn separate tools for each component. For end-users, the web interface for SSRS is simple to navigate with intuitive controls. For ad-hoc analysis, Excel can connect directly to SSAS and provide a pivot table like experience which is familiar to many users. For database development, there is beginning to be some confusion, as there are now three tool choices (VS, SSMS, Azure Data Studio) for developers. I would like to see Azure Data Studio become the superset of SSMS and eventually supplant it.
    Read full review

    Reliability and Availability

    Claritysoft

    No answers on this topic

    Microsoft

    The product has been reliable.
    Read full review

    Performance

    Claritysoft

    No answers on this topic

    Microsoft

    SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
    Read full review

    Support Rating

    Claritysoft

    No answers on this topic

    Microsoft

    While support from Microsoft isn't necessarily always best of breed, you're also not paying the price for premium support that you would on other platforms. The strength of the stack is in the ecosystem that surrounds it. In contrast to other products, there are hundreds, even thousands of bloggers that post daily as well as vibrant user communities that surround the tool. I've had much better luck finding help with SQL Server related issues than I have with any other product, but that help doesn't always come directly from Microsoft.
    Read full review

    In-Person Training

    Claritysoft

    No answers on this topic

    Microsoft

    This training was more directed toward what the product was capable of rather than actual programming.
    Read full review

    Online Training

    Claritysoft

    No answers on this topic

    Microsoft

    I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
    Read full review

    Implementation Rating

    Claritysoft

    No answers on this topic

    Microsoft

    We are a consulting firm and as such our best resources are always billing on client projects. Our internal implementation has weaknesses, but that's true for any company like ours. My rating is based on the product's ease of implementation.
    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

    Microsoft

    We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.
    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

    Microsoft

    • As a SaaS provider we see being able to provide self-service BI to our client users as a competitive advantage. In fact the MSSQL enabled BI is a contributing factor to many winning RFPs we have done for prospective client organisations.
    • However MSSQL BI requires extensive knowledge and skills to design and develop data warehouses & data models as a foundation to support business analysts and users to interrogate data effectively and efficiently. Often times we find having strong in-house MSSQL expertise is a bless.
    Read full review

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