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

Talisma Social CRM

If your company has a lot of data and needs a way to parse through it on a regular basis, Talisma is the software for you. If you want an easy to use system that has pretty graphics and a great user interface, look at other tools to see if you can find a better one.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Talisma Social CRM
5.6
Customer data management / contact management
Claritysoft
9.3
Talisma Social CRM
8.0
Workflow management
Claritysoft
9.0
Talisma Social CRM
6.0
Territory management
Claritysoft
8.3
Talisma Social CRM
6.0
Opportunity management
Claritysoft
8.8
Talisma Social CRM
4.0
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Talisma Social CRM
3.0
Quote & order management
Claritysoft
7.5
Talisma Social CRM
5.0
Interaction tracking
Claritysoft
9.0
Talisma Social CRM
9.0
Channel / partner relationship management
Claritysoft
8.3
Talisma Social CRM
5.0
Contract management
Claritysoft
Talisma Social CRM
4.0

Customer Service & Support

Claritysoft
10.0
Talisma Social CRM
4.7
Help desk management
Claritysoft
10.0
Talisma Social CRM
6.0
Case management
Claritysoft
Talisma Social CRM
3.0
Call center management
Claritysoft
Talisma Social CRM
5.0

Marketing Automation

Claritysoft
8.8
Talisma Social CRM
4.0
Lead management
Claritysoft
8.8
Talisma Social CRM
5.0
Email marketing
Claritysoft
8.8
Talisma Social CRM
3.0

CRM Project Management

Claritysoft
9.2
Talisma Social CRM
6.0
Task management
Claritysoft
10.0
Talisma Social CRM
7.0
Billing and invoicing management
Claritysoft
9.0
Talisma Social CRM
4.0
Reporting
Claritysoft
8.5
Talisma Social CRM
7.0

CRM Reporting & Analytics

Claritysoft
9.3
Talisma Social CRM
5.7
Forecasting
Claritysoft
9.0
Talisma Social CRM
5.0
Pipeline visualization
Claritysoft
9.0
Talisma Social CRM
3.0
Customizable reports
Claritysoft
10.0
Talisma Social CRM
9.0

Customization

Claritysoft
8.8
Talisma Social CRM
6.3
Custom fields
Claritysoft
8.7
Talisma Social CRM
9.0
Custom objects
Claritysoft
8.3
Talisma Social CRM
8.0
API for custom integration
Claritysoft
9.3
Talisma Social CRM
5.0
Scripting environment
Claritysoft
Talisma Social CRM
3.0

Security

Claritysoft
9.0
Talisma Social CRM
5.5
Single sign-on capability
Claritysoft
8.5
Talisma Social CRM
2.0
Role-based user permissions
Claritysoft
9.5
Talisma Social CRM
9.0

Platform

Claritysoft
6.5
Talisma Social CRM
4.0
Mobile access
Claritysoft
6.5
Talisma Social CRM
4.0

Social CRM

Claritysoft
Talisma Social CRM
4.0
Social data
Claritysoft
Talisma Social CRM
5.0
Social engagement
Claritysoft
Talisma Social CRM
3.0

Integrations with 3rd-party Software

Claritysoft
Talisma Social CRM
3.5
Marketing automation
Claritysoft
Talisma Social CRM
4.0
Compensation management
Claritysoft
Talisma Social CRM
3.0

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

Talisma Social CRM

  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.
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

Talisma Social CRM

  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.
Anonymous | 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

Talisma Social CRM

Talisma is a little behind the times compared to the other competition on the market. It has most of the tools to be successful, but it takes some deep diving into the software to figure out exactly how to use each of these tools to get the job done on a daily basis.
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

Talisma Social CRM

  • Positive: It has helped find new leads.
  • Positive: It has helped run reports.
  • Negative: It has taken a lot of time to manage.
Anonymous | 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

Talisma Social CRM

General

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

Talisma Social CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
Talisma Social CRM
4.0

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