Claritysoft vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Claritysoft
Score 6.5 out of 10
N/A
CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Zoho CRM
Score 8.3 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
$14
per month
Pricing
ClaritysoftZoho CRM
Editions & Modules
Claritysoft
$39.00
Per Month Per User
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
ClaritysoftZoho CRM
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptional$14 /user/month
Additional Details
More Pricing Information
Features
ClaritysoftZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Claritysoft
8.6
5 Ratings
11% above category average
Zoho CRM
7.7
274 Ratings
0% above category average
Customer data management / contact management9.35 Ratings8.3266 Ratings
Workflow management9.14 Ratings7.9253 Ratings
Territory management8.24 Ratings7.3186 Ratings
Opportunity management8.85 Ratings8.2240 Ratings
Integration with email client (e.g., Outlook or Gmail)8.55 Ratings7.4239 Ratings
Quote & order management7.55 Ratings7.6190 Ratings
Interaction tracking9.05 Ratings7.9237 Ratings
Channel / partner relationship management8.24 Ratings7.2182 Ratings
Contract management00 Ratings7.5191 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Claritysoft
10.0
3 Ratings
29% above category average
Zoho CRM
7.1
210 Ratings
5% below category average
Help desk management10.03 Ratings7.3181 Ratings
Case management00 Ratings7.3203 Ratings
Call center management00 Ratings6.9163 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Claritysoft
8.8
4 Ratings
15% above category average
Zoho CRM
8.1
253 Ratings
7% above category average
Lead management8.84 Ratings8.2248 Ratings
Email marketing8.84 Ratings8.0210 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Claritysoft
9.2
5 Ratings
19% above category average
Zoho CRM
7.8
251 Ratings
3% above category average
Task management10.04 Ratings8.1236 Ratings
Billing and invoicing management9.03 Ratings7.6171 Ratings
Reporting8.55 Ratings7.8230 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Claritysoft
9.4
5 Ratings
21% above category average
Zoho CRM
7.9
246 Ratings
4% above category average
Forecasting9.14 Ratings7.6206 Ratings
Pipeline visualization9.04 Ratings7.9224 Ratings
Customizable reports10.04 Ratings8.1237 Ratings
Customization
Comparison of Customization features of Product A and Product B
Claritysoft
8.8
5 Ratings
15% above category average
Zoho CRM
7.9
265 Ratings
5% above category average
Custom fields8.75 Ratings8.4263 Ratings
Custom objects8.34 Ratings7.9210 Ratings
API for custom integration9.44 Ratings7.8193 Ratings
Scripting environment00 Ratings7.3170 Ratings
Security
Comparison of Security features of Product A and Product B
Claritysoft
9.0
5 Ratings
8% above category average
Zoho CRM
8.4
253 Ratings
1% above category average
Single sign-on capability8.55 Ratings8.4220 Ratings
Role-based user permissions9.55 Ratings8.4248 Ratings
Platform
Comparison of Platform features of Product A and Product B
Claritysoft
6.5
4 Ratings
14% below category average
Zoho CRM
7.7
219 Ratings
3% above category average
Mobile access6.54 Ratings7.7219 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Claritysoft
-
Ratings
Zoho CRM
8.1
158 Ratings
11% above category average
Social data00 Ratings8.2157 Ratings
Social engagement00 Ratings8.1149 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Claritysoft
-
Ratings
Zoho CRM
7.7
200 Ratings
7% above category average
Marketing automation00 Ratings7.9197 Ratings
Compensation management00 Ratings7.5130 Ratings
Best Alternatives
ClaritysoftZoho CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClaritysoftZoho CRM
Likelihood to Recommend
7.1
(5 ratings)
8.3
(298 ratings)
Likelihood to Renew
-
(0 ratings)
7.0
(38 ratings)
Usability
-
(0 ratings)
8.5
(170 ratings)
Availability
-
(0 ratings)
9.2
(5 ratings)
Performance
-
(0 ratings)
8.1
(6 ratings)
Support Rating
-
(0 ratings)
6.2
(67 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
6.4
(7 ratings)
Implementation Rating
-
(0 ratings)
5.9
(14 ratings)
Configurability
-
(0 ratings)
8.1
(112 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.1
(5 ratings)
Product Scalability
-
(0 ratings)
7.7
(4 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
8.6
(12 ratings)
Vendor pre-sale
-
(0 ratings)
8.7
(12 ratings)
User Testimonials
ClaritysoftZoho CRM
Likelihood to Recommend
Claritysoft
Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read full review
Zoho
For customizing a CRM without needing specialist support, Zoho CRM is great. The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.
Read full review
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.
Read full review
Zoho
  • Zoho CRM has so much space to capture lots of information.
  • Zoho CRM can be customized for your organization's needs.
  • Zoho CRM is great for running reports to help make business decisions.
  • We love all the different dashboards we can create.
Read full review
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.
Read full review
Zoho
  • our team found it very challenging to integrate directly to our wordpress site
  • while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app)
  • we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user
Read full review
Likelihood to Renew
Claritysoft
No answers on this topic
Zoho
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
Read full review
Usability
Claritysoft
No answers on this topic
Zoho
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
Read full review
Reliability and Availability
Claritysoft
No answers on this topic
Zoho
I've not yet experienced any unscheduled downtime with Zoho CRM. Furthermore, planned maintenance is really well communicated in ZOHO CRM, and a 'banner ad' is prominently positioned on the ZOHO CRM system notifying of times/dates when maintenance is scheduled and the system may be down for a period.
Read full review
Performance
Claritysoft
No answers on this topic
Zoho
Using zoho by itself has never been a problem. However one has to check for its compatibility/sync with other software. For example, it does not have a clear and full sync with getresponse since a long long time
Read full review
Support Rating
Claritysoft
No answers on this topic
Zoho
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
Read full review
In-Person Training
Claritysoft
No answers on this topic
Zoho
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review
Online Training
Claritysoft
No answers on this topic
Zoho
The online training consisted of watching youtube videos and pre-recorded webinars. They helped us learn what we needed, but there's still a need to learn more and where to access that information.
Read full review
Implementation Rating
Claritysoft
No answers on this topic
Zoho
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
Read full review
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.
Read full review
Zoho
Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need
Read full review
Contract Terms and Pricing Model
Claritysoft
No answers on this topic
Zoho
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
Read full review
Scalability
Claritysoft
No answers on this topic
Zoho
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
Read full review
Professional Services
Claritysoft
No answers on this topic
Zoho
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
Read full review
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.
Read full review
Zoho
  • ROI is good, providing your entire team is involved with the program and uses it
  • During busy season, Zoho keeps the flow going with reminders for quote follow-ups
  • Our company saw an estimated 20% gain in closing sales that went through Zoho as compared to quotes not answered through Zoho
Read full review
ScreenShots

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.