CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Microsoft Power BI
Score8.5 out of 10
N/A
Microsoft Power BI is a visualization and data discovery tool from Microsoft. It allows users to convert data into visuals and graphics, visually explore and analyze data, collaborate on interactive dashboards and reports, and scale across their organization with built-in governance and security.
$168
per year per user
Pricing
Claritysoft
Microsoft Power BI
Editions & Modules
Claritysoft
$39.00
Per Month Per User
Power BI Pro
$14
per month (billed annually) per user
Power BI Premium
$24
per month (billed annually) per user
Offerings
Pricing Offerings
Claritysoft
Microsoft Power BI
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
—
Power BI Desktop is the data exploration and report authoring experience for Power BI, and is available as a free download.
Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Has significantly improved collation of data and visualisation especially with business across Europe. Has given me the ability to see the Site availability at the click of a button to see which Site is in the "money" and seize opportunities based on Market data
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Options for data source connections are immense. Not just which sources, but your options for *how* the data is brought in.
Constant updates (this is both good and bad at times).
User friendliness. I can get the data connections set up and draft some quick visuals, then release to the target audience and let them expand on it how they want to.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is no spell-check function to use when you are sending emails.
Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
There is no auto-dial feature built into Claritysoft.
The mobile app needs to look and feel just like the online version.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Microsoft Power BI is an excellent and scalable tool. It has a learning curve, but once you get past that, the sky is the limit and you can build from the most simple to the most complex dashboards. I have built everything from simple reports with only a few data points to complex reports with many pages and advanced filtering.
It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Automating reporting has reduced manual data processing by 50-70%, freeing up analysts for higher-value tasks. A finance team that previously spent 20+ hours per week on Excel-based reports now does it in minutes with Microsoft Power BI's automated Real-time dashboards have shortened decision cycles by 30-40%, enabling leadership to react quickly to sales trends, operational bottlenecks, and customer behavior.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is a fantastic tool, you can do almost everything related with data and reports, it is a perfect substitutive of Power Point and Excel with a high evolution and flexibility, and also it is very friendly and easy to share. I think all companies should have Power BI (or other BI tool) in their software package and if they are in the MS Suite, for sure Power BI should be the one due to all the benefits of the MS ecosystem.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Microsoft Power BI is free. If I didn't want to create a custom platform (i.e. my organization insisted on an existing platform that I *had* to use), I'd use Microsoft Power BI. For any start-up or SMB, I'd just use Claude & Grok to build it quickly, also for free. Would not pay for Tableau or Sigma anymore. Not worth it at all.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has made it easier to see our overall sales for each sales rep.
The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
