Claritysoft vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Claritysoft
Score 7.3 out of 10
N/A
CloudSoft is a simple, cloud-based CRM system for SMBs.
$39
per month
Zoho CRM
Score 8.4 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
Community Pulse
ClaritysoftZoho CRM
Considered Both Products
Claritysoft
Zoho CRM

No answer on this topic

Features
ClaritysoftZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Claritysoft
6.6
7 Ratings
16% below category average
Zoho CRM
8.1
288 Ratings
4% above category average
Customer data management / contact management8.07 Ratings8.4279 Ratings
Workflow management4.56 Ratings8.1266 Ratings
Territory management7.56 Ratings8.1196 Ratings
Opportunity management6.06 Ratings8.4253 Ratings
Integration with email client (e.g., Outlook or Gmail)5.57 Ratings8.0248 Ratings
Quote & order management7.55 Ratings7.9203 Ratings
Interaction tracking7.07 Ratings7.8249 Ratings
Channel / partner relationship management7.05 Ratings7.8192 Ratings
Contract management00 Ratings8.2203 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Claritysoft
8.0
5 Ratings
5% above category average
Zoho CRM
7.8
221 Ratings
2% above category average
Help desk management8.05 Ratings8.1189 Ratings
Case management00 Ratings8.0213 Ratings
Call center management00 Ratings7.4172 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Claritysoft
6.4
5 Ratings
18% below category average
Zoho CRM
8.1
266 Ratings
5% above category average
Lead management8.84 Ratings8.2261 Ratings
Email marketing4.05 Ratings8.1219 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Claritysoft
7.5
7 Ratings
2% below category average
Zoho CRM
8.2
263 Ratings
7% above category average
Task management8.06 Ratings8.3248 Ratings
Billing and invoicing management7.04 Ratings8.0180 Ratings
Reporting7.57 Ratings8.2242 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Claritysoft
7.2
7 Ratings
5% below category average
Zoho CRM
8.1
258 Ratings
7% above category average
Forecasting6.05 Ratings8.0216 Ratings
Pipeline visualization8.05 Ratings8.0235 Ratings
Customizable reports7.56 Ratings8.3249 Ratings
Customization
Comparison of Customization features of Product A and Product B
Claritysoft
7.3
7 Ratings
4% below category average
Zoho CRM
7.9
277 Ratings
3% above category average
Custom fields9.07 Ratings8.3275 Ratings
Custom objects8.56 Ratings7.9222 Ratings
API for custom integration4.56 Ratings8.0203 Ratings
Scripting environment00 Ratings7.5178 Ratings
Security
Comparison of Security features of Product A and Product B
Claritysoft
6.8
7 Ratings
21% below category average
Zoho CRM
8.2
266 Ratings
2% below category average
Single sign-on capability6.57 Ratings8.2231 Ratings
Role-based user permissions7.07 Ratings8.1261 Ratings
Platform
Comparison of Platform features of Product A and Product B
Claritysoft
7.0
5 Ratings
8% below category average
Zoho CRM
8.2
230 Ratings
8% above category average
Mobile access7.05 Ratings8.2230 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Claritysoft
-
Ratings
Zoho CRM
7.9
165 Ratings
7% above category average
Social data00 Ratings8.0164 Ratings
Social engagement00 Ratings7.9156 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Claritysoft
-
Ratings
Zoho CRM
8.2
210 Ratings
10% above category average
Marketing automation00 Ratings8.4207 Ratings
Compensation management00 Ratings8.0138 Ratings
Best Alternatives
ClaritysoftZoho CRM
Small Businesses
Salesmate
Salesmate
Score 9.9 out of 10
Salesmate
Salesmate
Score 9.9 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
6.0
(7 ratings)
8.3
(312 ratings)
Likelihood to Renew
10.0
(1 ratings)
7.6
(42 ratings)
Usability
7.0
(2 ratings)
8.0
(172 ratings)
Availability
-
(0 ratings)
8.9
(7 ratings)
Performance
-
(0 ratings)
8.4
(8 ratings)
Support Rating
8.5
(2 ratings)
6.5
(69 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
5.8
(8 ratings)
Implementation Rating
8.0
(1 ratings)
5.4
(16 ratings)
Configurability
-
(0 ratings)
5.2
(114 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)
6.3
(6 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
8.1
(13 ratings)
Vendor pre-sale
-
(0 ratings)
8.2
(13 ratings)
User Testimonials
ClaritysoftZoho CRM
Likelihood to Recommend
Claritysoft
Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.
Read full review
Zoho
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
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Pros
Claritysoft
  • Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
  • Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
  • Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.
Read full review
Zoho
  • Hooks into our website and can import data from forms.
  • Has great automation tools built in.
  • Reporting features are great.
  • Easy to learn, makes it easy for us to onboard new users onto it.
  • Fairly customizable. We have fine tuned it to work the way we need it to.
Read full review
Cons
Claritysoft
  • There is no spell-check function to use when you are sending emails.
  • Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
  • When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
  • When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
  • There is no auto-dial feature built into Claritysoft.
  • The mobile app needs to look and feel just like the online version.
Read full review
Zoho
  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
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Likelihood to Renew
Claritysoft
It works for us and the support is excellent
Read full review
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.
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Usability
Claritysoft
It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.
Read full review
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.
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Reliability and Availability
Claritysoft
No answers on this topic
Zoho
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
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Performance
Claritysoft
No answers on this topic
Zoho
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
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Support Rating
Claritysoft
They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.
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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.
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In-Person Training
Claritysoft
No answers on this topic
Zoho
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
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Online Training
Claritysoft
No answers on this topic
Zoho
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
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Implementation Rating
Claritysoft
So easy to do - you control the process, supported by the Claritysoft
Read full review
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
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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
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
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
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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.
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Return on Investment
Claritysoft
  • It has made it easier to see our overall sales for each sales rep.
  • The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.
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Zoho
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
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.