Claritysoft vs. Tableau CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Claritysoft
Score 6.4 out of 10
N/A
CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Tableau CRM
Score 8.3 out of 10
N/A
Tableau CRM (formerly Einstein Analytics) from Salesforce is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
$125
per month
Pricing
ClaritysoftTableau CRM
Editions & Modules
Claritysoft
$39.00
Per Month Per User
No answers on this topic
Offerings
Pricing Offerings
ClaritysoftTableau CRM
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Features
ClaritysoftTableau CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Claritysoft
8.6
5 Ratings
11% above category average
Tableau CRM
-
Ratings
Customer data management / contact management9.35 Ratings00 Ratings
Workflow management9.14 Ratings00 Ratings
Territory management8.24 Ratings00 Ratings
Opportunity management8.85 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.55 Ratings00 Ratings
Quote & order management7.55 Ratings00 Ratings
Interaction tracking9.05 Ratings00 Ratings
Channel / partner relationship management8.24 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Claritysoft
10.0
3 Ratings
29% above category average
Tableau CRM
-
Ratings
Help desk management10.03 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Claritysoft
8.8
4 Ratings
15% above category average
Tableau CRM
-
Ratings
Lead management8.84 Ratings00 Ratings
Email marketing8.84 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Claritysoft
9.2
5 Ratings
19% above category average
Tableau CRM
-
Ratings
Task management10.04 Ratings00 Ratings
Billing and invoicing management9.03 Ratings00 Ratings
Reporting8.55 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Claritysoft
9.4
5 Ratings
21% above category average
Tableau CRM
-
Ratings
Forecasting9.14 Ratings00 Ratings
Pipeline visualization9.04 Ratings00 Ratings
Customizable reports10.04 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Claritysoft
8.8
5 Ratings
15% above category average
Tableau CRM
-
Ratings
Custom fields8.75 Ratings00 Ratings
Custom objects8.34 Ratings00 Ratings
API for custom integration9.44 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Claritysoft
9.0
5 Ratings
8% above category average
Tableau CRM
-
Ratings
Single sign-on capability8.55 Ratings00 Ratings
Role-based user permissions9.55 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Claritysoft
6.5
4 Ratings
14% below category average
Tableau CRM
-
Ratings
Mobile access6.54 Ratings00 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Claritysoft
-
Ratings
Tableau CRM
8.5
46 Ratings
4% above category average
Pixel Perfect reports00 Ratings8.639 Ratings
Customizable dashboards00 Ratings7.646 Ratings
Report Formatting Templates00 Ratings9.244 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Claritysoft
-
Ratings
Tableau CRM
8.0
47 Ratings
1% below category average
Drill-down analysis00 Ratings7.746 Ratings
Formatting capabilities00 Ratings8.446 Ratings
Integration with R or other statistical packages00 Ratings6.835 Ratings
Report sharing and collaboration00 Ratings9.044 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Claritysoft
-
Ratings
Tableau CRM
8.5
45 Ratings
2% above category average
Publish to Web00 Ratings9.335 Ratings
Publish to PDF00 Ratings8.942 Ratings
Report Versioning00 Ratings8.541 Ratings
Report Delivery Scheduling00 Ratings8.038 Ratings
Delivery to Remote Servers00 Ratings7.732 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Claritysoft
-
Ratings
Tableau CRM
8.4
43 Ratings
4% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.740 Ratings
Location Analytics / Geographic Visualization00 Ratings8.938 Ratings
Predictive Analytics00 Ratings7.640 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Claritysoft
-
Ratings
Tableau CRM
8.4
46 Ratings
2% below category average
Multi-User Support (named login)00 Ratings8.744 Ratings
Role-Based Security Model00 Ratings8.144 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.140 Ratings
Single Sign-On (SSO)00 Ratings8.639 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Claritysoft
-
Ratings
Tableau CRM
6.6
43 Ratings
19% below category average
Responsive Design for Web Access00 Ratings7.341 Ratings
Mobile Application00 Ratings6.032 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.237 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Claritysoft
-
Ratings
Tableau CRM
7.3
31 Ratings
8% below category average
REST API00 Ratings7.329 Ratings
Javascript API00 Ratings7.927 Ratings
iFrames00 Ratings6.923 Ratings
Java API00 Ratings7.926 Ratings
Themeable User Interface (UI)00 Ratings8.526 Ratings
Customizable Platform (Open Source)00 Ratings5.125 Ratings
Best Alternatives
ClaritysoftTableau CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
BrightGauge
BrightGauge
Score 8.9 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Reveal
Reveal
Score 9.9 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
TIBCO Jaspersoft Community Edition
TIBCO Jaspersoft Community Edition
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClaritysoftTableau CRM
Likelihood to Recommend
7.1
(5 ratings)
7.0
(47 ratings)
Usability
-
(0 ratings)
7.6
(6 ratings)
Support Rating
-
(0 ratings)
7.7
(6 ratings)
Implementation Rating
-
(0 ratings)
6.0
(1 ratings)
User Testimonials
ClaritysoftTableau CRM
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
Salesforce
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
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
Salesforce
  • Interactive Dashboards, it [consists] of wide variety of charts
  • Data from different sources can be easily integrated with it
  • Security, it provides easy way to secure and share the information with the users
  • Support actions like opening hyperlink etc
  • Almost everything can be done from configuration
  • Data can easily be managed from dataflow.
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
Salesforce
  • Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
  • Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
  • Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
  • More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
Read full review
Usability
Claritysoft
No answers on this topic
Salesforce
Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
Read full review
Support Rating
Claritysoft
No answers on this topic
Salesforce
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
Read full review
Implementation Rating
Claritysoft
No answers on this topic
Salesforce
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
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
Salesforce
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
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
Salesforce
  • Absolutely a must-have tool if you are working on saving project
  • Create a centralized database to track project target across region
  • Easily create chart to showcase data / performance
Read full review
ScreenShots