What users are saying about
9 Ratings
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Score 8 out of 100
32 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

SalesforceIQ CRM (Discontinued)

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
SalesforceIQ CRM (Discontinued)
9.1
Customer data management / contact management
Claritysoft
9.3
SalesforceIQ CRM (Discontinued)
9.0
Workflow management
Claritysoft
9.0
SalesforceIQ CRM (Discontinued)
Territory management
Claritysoft
8.3
SalesforceIQ CRM (Discontinued)
9.5
Opportunity management
Claritysoft
8.8
SalesforceIQ CRM (Discontinued)
8.0
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
SalesforceIQ CRM (Discontinued)
9.5
Quote & order management
Claritysoft
7.5
SalesforceIQ CRM (Discontinued)
9.0
Interaction tracking
Claritysoft
9.0
SalesforceIQ CRM (Discontinued)
9.5
Channel / partner relationship management
Claritysoft
8.3
SalesforceIQ CRM (Discontinued)
9.0

Customer Service & Support

Claritysoft
10.0
SalesforceIQ CRM (Discontinued)
Help desk management
Claritysoft
10.0
SalesforceIQ CRM (Discontinued)

Marketing Automation

Claritysoft
8.8
SalesforceIQ CRM (Discontinued)
7.4
Lead management
Claritysoft
8.8
SalesforceIQ CRM (Discontinued)
7.4
Email marketing
Claritysoft
8.8
SalesforceIQ CRM (Discontinued)

CRM Project Management

Claritysoft
9.2
SalesforceIQ CRM (Discontinued)
9.0
Task management
Claritysoft
10.0
SalesforceIQ CRM (Discontinued)
9.0
Billing and invoicing management
Claritysoft
9.0
SalesforceIQ CRM (Discontinued)
9.0
Reporting
Claritysoft
8.5
SalesforceIQ CRM (Discontinued)
9.0

CRM Reporting & Analytics

Claritysoft
9.3
SalesforceIQ CRM (Discontinued)
9.0
Forecasting
Claritysoft
9.0
SalesforceIQ CRM (Discontinued)
9.0
Pipeline visualization
Claritysoft
9.0
SalesforceIQ CRM (Discontinued)
9.0
Customizable reports
Claritysoft
10.0
SalesforceIQ CRM (Discontinued)
9.0

Customization

Claritysoft
8.8
SalesforceIQ CRM (Discontinued)
9.1
Custom fields
Claritysoft
8.7
SalesforceIQ CRM (Discontinued)
9.5
Custom objects
Claritysoft
8.3
SalesforceIQ CRM (Discontinued)
9.0
API for custom integration
Claritysoft
9.3
SalesforceIQ CRM (Discontinued)
9.0
Scripting environment
Claritysoft
SalesforceIQ CRM (Discontinued)
9.0

Security

Claritysoft
9.0
SalesforceIQ CRM (Discontinued)
9.3
Single sign-on capability
Claritysoft
8.5
SalesforceIQ CRM (Discontinued)
9.5
Role-based user permissions
Claritysoft
9.5
SalesforceIQ CRM (Discontinued)
9.0

Platform

Claritysoft
6.5
SalesforceIQ CRM (Discontinued)
9.5
Mobile access
Claritysoft
6.5
SalesforceIQ CRM (Discontinued)
9.5

Social CRM

Claritysoft
SalesforceIQ CRM (Discontinued)
9.0
Social engagement
Claritysoft
SalesforceIQ CRM (Discontinued)
9.0

Integrations with 3rd-party Software

Claritysoft
SalesforceIQ CRM (Discontinued)
9.0
Marketing automation
Claritysoft
SalesforceIQ CRM (Discontinued)
9.0
Compensation management
Claritysoft
SalesforceIQ CRM (Discontinued)
9.0

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

SalesforceIQ CRM (Discontinued)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
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

SalesforceIQ CRM (Discontinued)

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | 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

SalesforceIQ CRM (Discontinued)

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | 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

SalesforceIQ CRM (Discontinued)

  • Not budget friendly for smaller start-ups.
Anonymous | TrustRadius Reviewer

Screenshots

Claritysoft

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

SalesforceIQ CRM (Discontinued)

General

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

SalesforceIQ CRM (Discontinued) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
SalesforceIQ CRM (Discontinued)
9.5

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