What users are saying about
9 Ratings
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Score 8 out of 100
44 Ratings
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Score 8.5 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

Salesforce for Nonprofits

We used several other nonprofit CRM packages before going to Salesforce. We weren't ready before then. It helps to have an understanding of databases and what it is you want to record and report on. Having data just to have data doesn't do anybody any good. Using other software, I knew what functionalities were missing for what we needed and we were able to customize Salesforce to get where we needed to go. We used the volunteer management software for a couple of projects a few years ago but found it a bit clunky. It's been a couple of years so we will probably try it again to see if the user interface feels like a better fit for us.
Karen Mellendorf | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

Claritysoft
10.0
Salesforce for Nonprofits
Help desk management
Claritysoft
10.0
Salesforce for Nonprofits

Marketing Automation

Claritysoft
8.8
Salesforce for Nonprofits
Lead management
Claritysoft
8.8
Salesforce for Nonprofits
Email marketing
Claritysoft
8.8
Salesforce for Nonprofits

CRM Project Management

Claritysoft
9.2
Salesforce for Nonprofits
Task management
Claritysoft
10.0
Salesforce for Nonprofits
Billing and invoicing management
Claritysoft
9.0
Salesforce for Nonprofits
Reporting
Claritysoft
8.5
Salesforce for Nonprofits

CRM Reporting & Analytics

Claritysoft
9.3
Salesforce for Nonprofits
Forecasting
Claritysoft
9.0
Salesforce for Nonprofits
Pipeline visualization
Claritysoft
9.0
Salesforce for Nonprofits
Customizable reports
Claritysoft
10.0
Salesforce for Nonprofits

Customization

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

Security

Claritysoft
9.0
Salesforce for Nonprofits
Single sign-on capability
Claritysoft
8.5
Salesforce for Nonprofits
Role-based user permissions
Claritysoft
9.5
Salesforce for Nonprofits

Platform

Claritysoft
6.5
Salesforce for Nonprofits
Mobile access
Claritysoft
6.5
Salesforce for Nonprofits

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

Salesforce for Nonprofits

  • Lots of connection points. I can associate a contact with an organization, an event and a donation, easily bouncing between them and pulling reports accordingly. Love this!
  • This system has many more features than we will ever actually use but I love that because when we have a new idea or want to try something out we don't have to switch systems, we just have to dig a little deeper into salesforce and they probably have a solution waiting for us already.
  • Salesforce is great at training! I love their trailhead and have used it a lot, especially when I was just getting to know the system. It is easy, fun, informative, and always there to teach me something new. I can also go at my own pace instead of many people's models of training through webinars that are almost always at inconvenient times.
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

Salesforce for Nonprofits

  • Learning curve - very powerful, but takes time to learn
  • Batch processing - takes time and advanced skills to reach efficiency for data entry and certain operations which you want to do in batch
  • Mass email is extremely limited - must choose a third party tool which adds complexity and cost to the system
Samantha Shain | TrustRadius Reviewer

Likelihood to Renew

Claritysoft

No score
No answers yet
No answers on this topic

Salesforce for Nonprofits

Salesforce for Nonprofits 10.0
Based on 1 answer
There is really no other tool to compare and especially since Salesforce for Nonprofits is free!!
Edward Phillips | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

Salesforce for Nonprofits

Salesforce for Nonprofits 8.0
Based on 1 answer
I think Salesforce has so much functionality that it makes it difficult in terms of overall usability. Once you can figure it out, it's a 10/10, it's just getting there. If you're willing to do the work to figure it out then you're golden. For what it's worth, I don't know if you're going to find something with this level of functionality that's easier to figure out
Jared Lyda | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

Salesforce for Nonprofits

Salesforce for Nonprofits 8.3
Based on 12 answers
I would say the support for Salesforce for Nonprofits is overall pretty great, as they offer many avenues to find the information you need and offer nonprofits the ability to work with Salesforce-trained volunteers or professional for free, which is useful especially during the customization process. I will say that I have often encountered situations where I needed to figure out certain information that I could not find even amongst the vast network of knowledge they provide.
Tierra Bishop | 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

Salesforce for Nonprofits

As a cloud native organization with no previous Microsoft infrastructure, Salesforce was a more logical and effective option for us. The suite of products was also far more comprehensive and required less customization. We were able to adopt a "configure not code" approach to our development of systems to support our mission that lowered the cost of upgrades.
Simon Sharkey Woods | 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

Salesforce for Nonprofits

  • We get amazing power and functionality for a very low cost due to the foundation pricing.
  • We have experienced efficiencies in having all our work in one place. We have not assigned an ROI to this but work flow and a calmer work force has occurred.
  • The organization has grown through this time and the system has kept up and always been capable of supporting us in out increased work flow.
  • Salesforce consulting time is expensive and if not controlled it can get out of had very quickly. Again you need a plan and you need to stick to it.
Jeff Govert | 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

Salesforce for Nonprofits

General

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

Salesforce for Nonprofits Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
Salesforce for Nonprofits
8.7

Likelihood to Renew

Claritysoft
Salesforce for Nonprofits
10.0

Usability

Claritysoft
Salesforce for Nonprofits
8.0

Support Rating

Claritysoft
Salesforce for Nonprofits
8.3

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