What users are saying about
9 Ratings
4 Ratings
9 Ratings
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Score 8 out of 100
4 Ratings
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Score 4.8 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

ReportMiner

ReportMiner is well suited for digitizing PDFs that includes data that follows a pattern such as a bank statement. It saves a bunch of time to make one report that will be able to be used each month for that bank. The program would not be useful if you had to spend the time making a new report each month for a new bank with a few lines of data
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Claritysoft
10.0
ReportMiner
Help desk management
Claritysoft
10.0
ReportMiner

Marketing Automation

Claritysoft
8.8
ReportMiner
Lead management
Claritysoft
8.8
ReportMiner
Email marketing
Claritysoft
8.8
ReportMiner

CRM Project Management

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

CRM Reporting & Analytics

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

Customization

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

Security

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

Platform

Claritysoft
6.5
ReportMiner
Mobile access
Claritysoft
6.5
ReportMiner

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

ReportMiner

  • Turn multi line pdf into an Excel file.
  • Allows us to us to select just the data we need.
  • Support was very helpful with a really hard pdf conversion.
Roger Knibb | 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

ReportMiner

  • The only weakness I have seen with ReportMiner is they do not offer some features I personally would like to see. This is only because I need to manipulate the data in ways that ReportMiner would not have been able to forsee a customer needing the program for.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Claritysoft

No score
No answers yet
No answers on this topic

ReportMiner

ReportMiner 9.1
Based on 2 answers
It is the best way to get a multi line record from pdf to Excel in one row.
Roger Knibb | 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

ReportMiner

I have never actually used another program like ReportMiner. Before I was just using PDF viewers such as Adobe that had OCR capabilities. I would have to select a range of numbers and copy and paste to Excel. It was tedious, slow, and sometimes error prone. I chose to learn ReportMiner because it saves me at least 4 times the amount of time I would have to use by copy and pasting.
Anonymous | 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

ReportMiner

No answers on this topic

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

ReportMiner

General

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

ReportMiner Editions & Modules

Edition
ReportMiner EnterpriseContact sales1
  1. per user
Additional Pricing Details
Discounts are provided for 10 pack, 20 pack, 50 pack, and enterprise-wide ReportMiner Professional licenses.

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
ReportMiner
9.1

Likelihood to Renew

Claritysoft
ReportMiner
9.1

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