What users are saying about
13 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
819 Ratings
13 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.2 out of 100

Zoho CRM

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
819 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Feature Set Ratings

  • Claritysoft ranks higher in 7 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security
  • Zoho CRM ranks higher in 1 feature set: Platform

Sales Force Automation

8.6

Claritysoft

86%
8.0

Zoho CRM

80%
Claritysoft ranks higher in 7/9 features

Customer data management / contact management

9.3
93%
5 Ratings
8.4
84%
236 Ratings

Workflow management

9.0
90%
4 Ratings
8.0
80%
224 Ratings

Territory management

8.2
82%
4 Ratings
7.8
78%
168 Ratings

Opportunity management

8.8
88%
5 Ratings
8.3
83%
215 Ratings

Integration with email client (e.g., Outlook or Gmail)

8.5
85%
5 Ratings
7.8
78%
211 Ratings

Quote & order management

7.5
75%
5 Ratings
7.9
79%
171 Ratings

Interaction tracking

9.0
90%
5 Ratings
8.0
80%
212 Ratings

Channel / partner relationship management

8.2
82%
4 Ratings
7.9
79%
161 Ratings

Contract management

N/A
0 Ratings
8.3
83%
169 Ratings

Customer Service & Support

10.0

Claritysoft

100%
7.5

Zoho CRM

75%
Zoho CRM ranks higher in 2/3 features

Help desk management

10.0
100%
3 Ratings
7.5
75%
166 Ratings

Case management

N/A
0 Ratings
7.6
76%
186 Ratings

Call center management

N/A
0 Ratings
7.3
73%
147 Ratings

Marketing Automation

8.8

Claritysoft

88%
8.4

Zoho CRM

84%
Claritysoft ranks higher in 2/2 features

Lead management

8.8
88%
4 Ratings
8.5
85%
222 Ratings

Email marketing

8.8
88%
4 Ratings
8.3
83%
188 Ratings

CRM Project Management

9.2

Claritysoft

92%
8.2

Zoho CRM

82%
Claritysoft ranks higher in 3/3 features

Task management

10.0
100%
4 Ratings
8.3
83%
213 Ratings

Billing and invoicing management

9.0
90%
3 Ratings
8.0
80%
157 Ratings

Reporting

8.5
85%
5 Ratings
8.2
82%
204 Ratings

CRM Reporting & Analytics

9.4

Claritysoft

94%
8.2

Zoho CRM

82%
Claritysoft ranks higher in 3/3 features

Forecasting

9.0
90%
4 Ratings
8.0
80%
186 Ratings

Pipeline visualization

9.0
90%
4 Ratings
8.3
83%
199 Ratings

Customizable reports

10.0
100%
4 Ratings
8.2
82%
209 Ratings

Customization

8.8

Claritysoft

88%
8.0

Zoho CRM

80%
Claritysoft ranks higher in 3/4 features

Custom fields

8.7
87%
5 Ratings
8.5
85%
235 Ratings

Custom objects

8.3
83%
4 Ratings
8.1
81%
185 Ratings

API for custom integration

9.4
94%
4 Ratings
7.8
78%
171 Ratings

Scripting environment

N/A
0 Ratings
7.7
77%
150 Ratings

Security

9.0

Claritysoft

90%
8.7

Zoho CRM

87%
Claritysoft ranks higher in 1/2 features

Single sign-on capability

8.5
85%
5 Ratings
8.7
87%
197 Ratings

Role-based user permissions

9.5
95%
5 Ratings
8.8
88%
219 Ratings

Platform

6.5

Claritysoft

65%
7.9

Zoho CRM

79%
Zoho CRM ranks higher in 1/1 features

Mobile access

6.5
65%
4 Ratings
7.9
79%
199 Ratings

Social CRM

Claritysoft

Feature Set Not Supported
N/A
7.9

Zoho CRM

79%
Zoho CRM ranks higher in 2/2 features

Social data

N/A
0 Ratings
7.9
79%
143 Ratings

Social engagement

N/A
0 Ratings
7.8
78%
138 Ratings

Integrations with 3rd-party Software

Claritysoft

Feature Set Not Supported
N/A
7.7

Zoho CRM

77%
Zoho CRM ranks higher in 2/2 features

Marketing automation

N/A
0 Ratings
8.0
80%
177 Ratings

Compensation management

N/A
0 Ratings
7.4
74%
119 Ratings

Attribute Ratings

  • Zoho CRM is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.3

Claritysoft

73%
5 Ratings
8.4

Zoho CRM

84%
266 Ratings

Likelihood to Renew

Claritysoft

N/A
0 Ratings
8.9

Zoho CRM

89%
33 Ratings

Usability

Claritysoft

N/A
0 Ratings
8.3

Zoho CRM

83%
178 Ratings

Availability

Claritysoft

N/A
0 Ratings
8.0

Zoho CRM

80%
4 Ratings

Performance

Claritysoft

N/A
0 Ratings
6.5

Zoho CRM

65%
4 Ratings

Support Rating

Claritysoft

N/A
0 Ratings
8.2

Zoho CRM

82%
76 Ratings

In-Person Training

Claritysoft

N/A
0 Ratings
7.0

Zoho CRM

70%
2 Ratings

Online Training

Claritysoft

N/A
0 Ratings
8.5

Zoho CRM

85%
6 Ratings

Implementation Rating

Claritysoft

N/A
0 Ratings
8.8

Zoho CRM

88%
12 Ratings

Configurability

Claritysoft

N/A
0 Ratings
8.2

Zoho CRM

82%
115 Ratings

Contract Terms and Pricing Model

Claritysoft

N/A
0 Ratings
9.4

Zoho CRM

94%
22 Ratings

Ease of integration

Claritysoft

N/A
0 Ratings
8.0

Zoho CRM

80%
3 Ratings

Product Scalability

Claritysoft

N/A
0 Ratings
8.5

Zoho CRM

85%
2 Ratings

Professional Services

Claritysoft

N/A
0 Ratings
8.5

Zoho CRM

85%
7 Ratings

Vendor post-sale

Claritysoft

N/A
0 Ratings
8.3

Zoho CRM

83%
3 Ratings

Vendor pre-sale

Claritysoft

N/A
0 Ratings
8.4

Zoho CRM

84%
3 Ratings

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 Corporation

Zoho CRM is one of the most popular on the market. The lowest-tier pricing plans are best for SMBs. Unlike other platforms, the platform helps sales leaders; it has everything you need for selling. It's more enjoyable to sell when you have it that streamlines and simplifies the entire sales process.
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 Corporation

  • It is pretty easy to use. We don't need to set up formal training sessions for our users which lets us get new users up and running much quicker.
  • Great reporting section, you can extract some really detailed reports of your leads and their status.
  • User access control and 2-factor authentication are really easy to define and set up.
  • Some really great integrations with Zoho products and Gsuite.
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 Corporation

  • The availability of the case module in all versions. For a small company it is useful but the investment is high.
  • Although web forms are easy to implement, it is not so easy to adapt them to web design.
  • I would like the LinkedIn social network to be included
Read full review

Pricing Details

Claritysoft

Starting Price

$39 per month

Editions & Modules

Claritysoft editions and modules pricing
EditionModules
Claritysoft$39.001

Footnotes

  1. Per Month Per User

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

Zoho CRM

Starting Price

$14 per month

Editions & Modules

Zoho CRM editions and modules pricing
EditionModules
Standard$14.001
Professional$23.002
Enterprise$40.003
Ultimate$52.004
Plus$57.005

Footnotes

  1. Per User/Per Month
  2. Per User/Per Month
  3. Per User/Per Month
  4. Per User/Per Month
  5. Per User/Per Month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional $14.00

Additional Details

Pricing Info

Likelihood to Renew

Claritysoft

No answers on this topic

Zoho Corporation

Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
Read full review

Usability

Claritysoft

No answers on this topic

Zoho Corporation

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.
Read full review

Support Rating

Claritysoft

No answers on this topic

Zoho Corporation

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 Corporation

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 Corporation

Online training is tough, but Zoho and their partners do a good job of explaining things.
Read full review

Implementation Rating

Claritysoft

No answers on this topic

Zoho Corporation

Take it slowly and meet often with your team to solicit their feedback. Listen to what they are saying so that if something is not clear, you can address it before they turn on the CRM. Also, whatever system you were one previously will not match Zoho CRM which is both good and bad. It's good as I know Zoho CRM will be better than whatever you're been using. Bad because it will require change and how you did things in your old CRM may need to be modified a little when using Zoho CRM.
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 Corporation

To be honest, we really like Zoho CRM but Salesforce was really good as well. It was just too big for us. Salesforce had too many options and too much going on. We couldn't get it all going properly and didn't enjoy using it like we do with Zoho. We also didn't get the same warm feeling with Salesforce as we do with Zoho. We have gotten better customer service with Zoho
Read full review

Contract Terms and Pricing Model

Claritysoft

No answers on this topic

Zoho Corporation

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

Professional Services

Claritysoft

No answers on this topic

Zoho Corporation

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 Corporation

  • We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
  • One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
  • Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
  • Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!
Read full review

Screenshots

Add comparison