What users are saying about
9 Ratings
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Score 8 out of 100
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.9 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

Technolutions Slate

Overall, [Technolutions] Slate has been an incredible CRM for our institution. It was easy to learn, and it does its job well. The ability for students to log back into a portal and see their application digitally has saved our staff a lot of time and effort. Previously, we had a web based application that didn't allow for applicants to be actively engaged in their application files and [Technolutions] Slate solved a real problem for us. It's affordable, intuitive and effective.
Ashley Watson | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Technolutions Slate
8.4
Customer data management / contact management
Claritysoft
9.3
Technolutions Slate
8.7
Workflow management
Claritysoft
9.0
Technolutions Slate
7.7
Territory management
Claritysoft
8.3
Technolutions Slate
9.9
Opportunity management
Claritysoft
8.8
Technolutions Slate
5.3
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Technolutions Slate
8.4
Quote & order management
Claritysoft
7.5
Technolutions Slate
Interaction tracking
Claritysoft
9.0
Technolutions Slate
9.9
Channel / partner relationship management
Claritysoft
8.3
Technolutions Slate
7.7
Contract management
Claritysoft
Technolutions Slate
10.0

Customer Service & Support

Claritysoft
10.0
Technolutions Slate
7.2
Help desk management
Claritysoft
10.0
Technolutions Slate
7.4
Case management
Claritysoft
Technolutions Slate
6.7
Call center management
Claritysoft
Technolutions Slate
7.4

Marketing Automation

Claritysoft
8.8
Technolutions Slate
8.7
Lead management
Claritysoft
8.8
Technolutions Slate
9.0
Email marketing
Claritysoft
8.8
Technolutions Slate
8.4

CRM Project Management

Claritysoft
9.2
Technolutions Slate
7.3
Task management
Claritysoft
10.0
Technolutions Slate
8.7
Billing and invoicing management
Claritysoft
9.0
Technolutions Slate
6.0
Reporting
Claritysoft
8.5
Technolutions Slate
7.3

CRM Reporting & Analytics

Claritysoft
9.3
Technolutions Slate
9.1
Forecasting
Claritysoft
9.0
Technolutions Slate
8.7
Pipeline visualization
Claritysoft
9.0
Technolutions Slate
9.3
Customizable reports
Claritysoft
10.0
Technolutions Slate
9.3

Customization

Claritysoft
8.8
Technolutions Slate
7.4
Custom fields
Claritysoft
8.7
Technolutions Slate
7.4
Custom objects
Claritysoft
8.3
Technolutions Slate
8.0
API for custom integration
Claritysoft
9.3
Technolutions Slate
7.0
Scripting environment
Claritysoft
Technolutions Slate
7.4

Security

Claritysoft
9.0
Technolutions Slate
8.4
Single sign-on capability
Claritysoft
8.5
Technolutions Slate
7.4
Role-based user permissions
Claritysoft
9.5
Technolutions Slate
9.4

Platform

Claritysoft
6.5
Technolutions Slate
8.6
Mobile access
Claritysoft
6.5
Technolutions Slate
8.6

Social CRM

Claritysoft
Technolutions Slate
8.0
Social data
Claritysoft
Technolutions Slate
7.9
Social engagement
Claritysoft
Technolutions Slate
8.1

Integrations with 3rd-party Software

Claritysoft
Technolutions Slate
8.5
Marketing automation
Claritysoft
Technolutions Slate
8.1
Compensation management
Claritysoft
Technolutions Slate
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

Technolutions Slate

  • Being able to create a standard communications flow to/from applicants.
  • Very intuitive interface.
  • Query functions are fairly robust, but easy for end-users to use.
Michele Thibodeau | 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

Technolutions Slate

  • It could provide more ways to communicate, such as direct message or instant message if students are online.
  • It could insert tutorials within the app, so that if you don't understand something you could have easy access to help.
Anonymous | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

Technolutions Slate

Technolutions Slate 10.0
Based on 1 answer
It's incredibly usable and easy to figure out. It's modern and does exactly what we need for it to do
Ashley Watson | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

Technolutions Slate

Technolutions Slate 9.0
Based on 1 answer
While I do wish they had actual representatives that we able to come to you for trainings for implementation and new users, I understand that a big draw is the money that is saved by instead investing in knowledgebase, which is it's online tutorials for different functions of Slate.
Ashley Watson | 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

Technolutions Slate

BLOWS THEM OUT OF THE WATER
Iliana Hernandez | 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

Technolutions Slate

  • It improved communication tremendously
  • It saved some administrative processing issue
  • Down side is that it takes time to understand that outdated admin console
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

Technolutions Slate

General

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

Technolutions Slate Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
Technolutions Slate
8.7

Usability

Claritysoft
Technolutions Slate
10.0

Support Rating

Claritysoft
Technolutions Slate
9.0

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