What users are saying about
9 Ratings
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Score 8 out of 100
215 Ratings
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Score 7.4 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

Sugar Sell (SugarCRM)

If your organization has needs or requirements that it seems cannot be met by the industry leaders in CRM, I would urge you to talk to Sugar Sell (SugarCRM). They bent over backwards to work with different groups of people within our company to prove to them how committed they were to making the product work for us. It seamlessly integrates with our email and other applications we use frequently. And they helped us configure detailed reporting for our very complex sales territories and organizational structure.If you are looking for a very basic CRM tool that doesn't require much configuration, Sugar will still work for you, but you certainly have other options.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Sugar Sell (SugarCRM)
9.0
Customer data management / contact management
Claritysoft
9.3
Sugar Sell (SugarCRM)
9.1
Workflow management
Claritysoft
9.0
Sugar Sell (SugarCRM)
9.1
Territory management
Claritysoft
8.3
Sugar Sell (SugarCRM)
9.0
Opportunity management
Claritysoft
8.8
Sugar Sell (SugarCRM)
9.4
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Sugar Sell (SugarCRM)
8.9
Quote & order management
Claritysoft
7.5
Sugar Sell (SugarCRM)
9.1
Interaction tracking
Claritysoft
9.0
Sugar Sell (SugarCRM)
9.1
Channel / partner relationship management
Claritysoft
8.3
Sugar Sell (SugarCRM)
9.3
Contract management
Claritysoft
Sugar Sell (SugarCRM)
8.5

Customer Service & Support

Claritysoft
10.0
Sugar Sell (SugarCRM)
9.1
Help desk management
Claritysoft
10.0
Sugar Sell (SugarCRM)
9.2
Case management
Claritysoft
Sugar Sell (SugarCRM)
8.8
Call center management
Claritysoft
Sugar Sell (SugarCRM)
9.4

Marketing Automation

Claritysoft
8.8
Sugar Sell (SugarCRM)
8.3
Lead management
Claritysoft
8.8
Sugar Sell (SugarCRM)
9.2
Email marketing
Claritysoft
8.8
Sugar Sell (SugarCRM)
7.3

CRM Project Management

Claritysoft
9.2
Sugar Sell (SugarCRM)
9.2
Task management
Claritysoft
10.0
Sugar Sell (SugarCRM)
9.3
Billing and invoicing management
Claritysoft
9.0
Sugar Sell (SugarCRM)
9.1
Reporting
Claritysoft
8.5
Sugar Sell (SugarCRM)
9.2

CRM Reporting & Analytics

Claritysoft
9.3
Sugar Sell (SugarCRM)
9.1
Forecasting
Claritysoft
9.0
Sugar Sell (SugarCRM)
9.4
Pipeline visualization
Claritysoft
9.0
Sugar Sell (SugarCRM)
8.8
Customizable reports
Claritysoft
10.0
Sugar Sell (SugarCRM)
9.2

Customization

Claritysoft
8.8
Sugar Sell (SugarCRM)
9.2
Custom fields
Claritysoft
8.7
Sugar Sell (SugarCRM)
9.1
Custom objects
Claritysoft
8.3
Sugar Sell (SugarCRM)
8.9
API for custom integration
Claritysoft
9.3
Sugar Sell (SugarCRM)
9.2
Scripting environment
Claritysoft
Sugar Sell (SugarCRM)
9.5

Security

Claritysoft
9.0
Sugar Sell (SugarCRM)
9.1
Single sign-on capability
Claritysoft
8.5
Sugar Sell (SugarCRM)
9.4
Role-based user permissions
Claritysoft
9.5
Sugar Sell (SugarCRM)
8.8

Platform

Claritysoft
6.5
Sugar Sell (SugarCRM)
8.2
Mobile access
Claritysoft
6.5
Sugar Sell (SugarCRM)
8.2

Social CRM

Claritysoft
Sugar Sell (SugarCRM)
9.4
Social data
Claritysoft
Sugar Sell (SugarCRM)
9.3
Social engagement
Claritysoft
Sugar Sell (SugarCRM)
9.5

Integrations with 3rd-party Software

Claritysoft
Sugar Sell (SugarCRM)
9.3
Marketing automation
Claritysoft
Sugar Sell (SugarCRM)
9.1
Compensation management
Claritysoft
Sugar Sell (SugarCRM)
9.6

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

Sugar Sell (SugarCRM)

  • Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
  • Exporting granular reports into excel for in depth analysis and actionable measures.
  • Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.
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

Sugar Sell (SugarCRM)

  • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
  • General layout could be improved by the addition of modern templates to customize the standard look and feel
  • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.2
Based on 26 answers
Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Andrew Dunifer, MBA/MS MIS | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.6
Based on 7 answers
There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 2 answers
SugarCRM has never been down for us.
Peter Fletcher | TrustRadius Reviewer

Performance

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 2 answers
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.6
Based on 15 answers
The support overall at least for us has been phenomenal. Anytime that the system has any Issues at all IT gets in contact from someone from support to get the system back up and running. Have never gone more than 30 minutes with the system not working. So overall I will be definetely recommending this system in any other company that I may work for in the future.
Sebastian Cuadras | TrustRadius Reviewer

In-Person Training

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Peter Fletcher | TrustRadius Reviewer

Online Training

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher | TrustRadius Reviewer

Implementation Rating

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 9 answers
Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Marc Prince | 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

Sugar Sell (SugarCRM)

GoldMine was an archaic platform. Adding custom fields was difficult. Reporting was horrible. Sugar CRM blows it out of the water. It's also easier to use and navigate. Having all of the data available from any browser is also a tremendous advantage compared to our private installation of GoldMine which required their software and a VPN connection.
Sid Haas | TrustRadius Reviewer

Scalability

Claritysoft

No score
No answers yet
No answers on this topic

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher | 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

Sugar Sell (SugarCRM)

  • Just one of our customized modules allowed us to automate multiple processes and saves us on average 500 man hours a year.
  • It allows each user to have a 360-degree view point of our databases at any given point.
  • Incorporating some of our onsite operational pieces within SugarCRM has given us the opportunity to reduce the number of places information is stored to one.
Jennifer Stewart | 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

Sugar Sell (SugarCRM)

General

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

Sugar Sell (SugarCRM) Editions & Modules

Edition
Sugar Cell$80.001
  1. Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
Sugar Sell (SugarCRM)
8.7

Likelihood to Renew

Claritysoft
Sugar Sell (SugarCRM)
8.2

Usability

Claritysoft
Sugar Sell (SugarCRM)
9.6

Reliability and Availability

Claritysoft
Sugar Sell (SugarCRM)
10.0

Performance

Claritysoft
Sugar Sell (SugarCRM)
10.0

Support Rating

Claritysoft
Sugar Sell (SugarCRM)
9.6

In-Person Training

Claritysoft
Sugar Sell (SugarCRM)
9.0

Online Training

Claritysoft
Sugar Sell (SugarCRM)
8.0

Implementation Rating

Claritysoft
Sugar Sell (SugarCRM)
9.0

Scalability

Claritysoft
Sugar Sell (SugarCRM)
9.0

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