What users are saying about
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
479 Ratings
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 out of 100

Zoho CRM

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
479 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 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

Zoho CRM

Zoho is a highly recommended tool that has all the features that are needed for better management of customer relatives. Automated employee notifications and tools for the management of clients and resources are magnificent. It works without slowing down a system and it is very cost-efficient software too and is highly affordable by almost everyone. And it is quite suitable for all the kinds of business types either small or large everyone can take advantage of it and its amazing features.
Justin Jerry | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Zoho CRM
7.6
Customer data management / contact management
Claritysoft
9.3
Zoho CRM
8.1
Workflow management
Claritysoft
9.0
Zoho CRM
7.8
Territory management
Claritysoft
8.3
Zoho CRM
7.1
Opportunity management
Claritysoft
8.8
Zoho CRM
7.8
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Zoho CRM
7.5
Quote & order management
Claritysoft
7.5
Zoho CRM
7.3
Interaction tracking
Claritysoft
9.0
Zoho CRM
8.0
Channel / partner relationship management
Claritysoft
8.3
Zoho CRM
7.8
Contract management
Claritysoft
Zoho CRM
7.3

Customer Service & Support

Claritysoft
10.0
Zoho CRM
7.0
Help desk management
Claritysoft
10.0
Zoho CRM
7.0
Case management
Claritysoft
Zoho CRM
7.3
Call center management
Claritysoft
Zoho CRM
6.7

Marketing Automation

Claritysoft
8.8
Zoho CRM
8.6
Lead management
Claritysoft
8.8
Zoho CRM
8.6
Email marketing
Claritysoft
8.8
Zoho CRM
8.6

CRM Project Management

Claritysoft
9.2
Zoho CRM
7.7
Task management
Claritysoft
10.0
Zoho CRM
7.7
Billing and invoicing management
Claritysoft
9.0
Zoho CRM
7.5
Reporting
Claritysoft
8.5
Zoho CRM
7.9

CRM Reporting & Analytics

Claritysoft
9.3
Zoho CRM
7.6
Forecasting
Claritysoft
9.0
Zoho CRM
7.2
Pipeline visualization
Claritysoft
9.0
Zoho CRM
7.9
Customizable reports
Claritysoft
10.0
Zoho CRM
7.7

Customization

Claritysoft
8.8
Zoho CRM
7.7
Custom fields
Claritysoft
8.7
Zoho CRM
8.3
Custom objects
Claritysoft
8.3
Zoho CRM
7.4
API for custom integration
Claritysoft
9.3
Zoho CRM
7.2
Scripting environment
Claritysoft
Zoho CRM
7.8

Security

Claritysoft
9.0
Zoho CRM
8.3
Single sign-on capability
Claritysoft
8.5
Zoho CRM
8.3
Role-based user permissions
Claritysoft
9.5
Zoho CRM
8.4

Platform

Claritysoft
6.5
Zoho CRM
6.9
Mobile access
Claritysoft
6.5
Zoho CRM
6.9

Social CRM

Claritysoft
Zoho CRM
7.3
Social data
Claritysoft
Zoho CRM
7.3
Social engagement
Claritysoft
Zoho CRM
7.3

Integrations with 3rd-party Software

Claritysoft
Zoho CRM
7.1
Marketing automation
Claritysoft
Zoho CRM
7.5
Compensation management
Claritysoft
Zoho CRM
6.7

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

Zoho CRM

  • Zoho CRM is very customizable. The out-of-the-box modules are a great start however the system allows you to customize them to better fit internal operations.
  • The integrations with other Zoho apps is crucial to us, and Zoho CRM acts as sort of the hub for our teams project tracking, communication, and task tracking. Most if not all other Zoho apps have a native integration back to Zoho CRM.
  • Reporting features are excellent. Likewise, the ability to create custom "Views" within our modules record also provide us with deeper insights to the critical data stored within Zoho CRM.
Jon Porreca | 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

Zoho CRM

  • The navigation is a little clunky
  • Customization can be a detriment since undoing previous iterations while maintaining the data can be challenging
  • You need a clear SOP on where to work out of (contacts, deals, accounts) since the notes don't necessarily transfer
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Claritysoft

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 7.6
Based on 19 answers
We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.
James Lochran | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.0
Based on 13 answers
Overall this product is not easy to use, integrate or manage. I have used many different CRM platforms and I find this platform to cost a lot of time and stress trying to manage or integrate. There are many other options that will be a better purchase option, give a greater ROI and save your overall organization time in their day to day actions.
Anonymous | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 7.8
Based on 17 answers
Sometimes they tell you to send an email, or they may be slow to actually solve the issue. They have support for paid and unpaid users, and chat, phone, email channels. You will be sure to reach someone, but in some cases you need a solution within a few hours and may have to wait a couple of days.
María Fernanda Cruz | TrustRadius Reviewer

Online Training

Claritysoft

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.2
Based on 2 answers
Training was basic, and didn't really cover more advanced aspects of using the product.
Anonymous | TrustRadius Reviewer

Implementation Rating

Claritysoft

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.0
Based on 8 answers
The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho
Ron Sherwood | 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

Zoho CRM

ZoHo's reporting features are much simpler than Salesforce. Much more intuitive and simple.Salesforce has much more options - however they are more complicated to use. Salesforce reports pretty much must be setup by administrators. Lay users have not been able to quickly make reports as easily as they could would ZoHo.Salesforce has a console view that is much easier to utilize.
Andrew McClean | 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

Zoho CRM

  • Zoho CRM has helped us visualize and analyze our sales pipeline in a more detailed manner, which has helped us better forecast our annual revenues.
  • Zoho CRM has brought a level of visibility across our organization that was not there before. This has helped us stay on track and keep everyone accountable.
  • Since using Zoho CRM, we've seen our annual sales jump 10%. While it's impossible to attribute this entirely to Zoho CRM, it has definitely helped our sales grow by helping us stay focused and disciplined in our communication with clients.
Adam Montgomery | 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

Zoho CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$14*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$141
Professional$231
Enterprise$401
Ultimate$521
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
Zoho CRM
7.8

Likelihood to Renew

Claritysoft
Zoho CRM
7.6

Usability

Claritysoft
Zoho CRM
8.0

Reliability and Availability

Claritysoft
Zoho CRM
9.0

Performance

Claritysoft
Zoho CRM
9.0

Support Rating

Claritysoft
Zoho CRM
7.8

Online Training

Claritysoft
Zoho CRM
8.2

Implementation Rating

Claritysoft
Zoho CRM
8.0

Add comparison