What users are saying about
10 Ratings
10 Ratings
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Score 7.8 out of 100
1 Rating
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Score 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

YetiForce CRM

YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.
Michael Brennan | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
YetiForce CRM
8.6
Customer data management / contact management
Claritysoft
9.3
YetiForce CRM
9.0
Workflow management
Claritysoft
9.0
YetiForce CRM
9.0
Territory management
Claritysoft
8.2
YetiForce CRM
9.0
Opportunity management
Claritysoft
8.8
YetiForce CRM
9.0
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
YetiForce CRM
8.0
Quote & order management
Claritysoft
7.5
YetiForce CRM
8.0
Interaction tracking
Claritysoft
9.0
YetiForce CRM
8.0
Channel / partner relationship management
Claritysoft
8.2
YetiForce CRM
Contract management
Claritysoft
YetiForce CRM
9.0

Customer Service & Support

Claritysoft
10.0
YetiForce CRM
8.0
Help desk management
Claritysoft
10.0
YetiForce CRM
8.0
Case management
Claritysoft
YetiForce CRM
8.0
Call center management
Claritysoft
YetiForce CRM
8.0

Marketing Automation

Claritysoft
8.8
YetiForce CRM
7.5
Lead management
Claritysoft
8.8
YetiForce CRM
8.0
Email marketing
Claritysoft
8.8
YetiForce CRM
7.0

CRM Project Management

Claritysoft
9.2
YetiForce CRM
8.0
Task management
Claritysoft
10.0
YetiForce CRM
9.0
Billing and invoicing management
Claritysoft
9.0
YetiForce CRM
7.0
Reporting
Claritysoft
8.5
YetiForce CRM
8.0

CRM Reporting & Analytics

Claritysoft
9.3
YetiForce CRM
7.7
Forecasting
Claritysoft
9.0
YetiForce CRM
8.0
Pipeline visualization
Claritysoft
9.0
YetiForce CRM
7.0
Customizable reports
Claritysoft
10.0
YetiForce CRM
8.0

Customization

Claritysoft
8.8
YetiForce CRM
9.0
Custom fields
Claritysoft
8.7
YetiForce CRM
10.0
Custom objects
Claritysoft
8.3
YetiForce CRM
10.0
API for custom integration
Claritysoft
9.3
YetiForce CRM
8.0
Scripting environment
Claritysoft
YetiForce CRM
8.0

Security

Claritysoft
9.0
YetiForce CRM
7.5
Single sign-on capability
Claritysoft
8.5
YetiForce CRM
7.0
Role-based user permissions
Claritysoft
9.5
YetiForce CRM
8.0

Platform

Claritysoft
6.5
YetiForce CRM
8.0
Mobile access
Claritysoft
6.5
YetiForce CRM
8.0

Social CRM

Claritysoft
YetiForce CRM
8.0
Social data
Claritysoft
YetiForce CRM
8.0

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

YetiForce CRM

  • Detailed customization
  • Stability and speed
  • Customer support
Michael Brennan | 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

YetiForce CRM

  • Lack of documentation
  • No auto updates
  • Server requirements
Michael Brennan | 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

YetiForce CRM

The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.
Michael Brennan | 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

YetiForce CRM

  • Cost savings
  • More flexibility with the number of users
  • Improved project management results
Michael Brennan | TrustRadius Reviewer

Screenshots

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

YetiForce CRM

General

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

YetiForce CRM Editions & Modules

Edition
YetiForce CRMFree
  1. none
Additional Pricing Details
YetiForceCRM is open source and free. There are no license fees. Free support is provided on GitHub. Paid support and additional services are available in the Marketplace which can be accessed directly from the CRM system.

Rating Summary

Likelihood to Recommend

Claritysoft
8.2
YetiForce CRM
9.0

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