What users are saying about
10 Ratings
4 Ratings
10 Ratings
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Score 7.8 out of 100
4 Ratings
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Score 8.5 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

Zurmo

[Zurmo] doesn’t provide fresh information but also recounts the ways how to go through and how to tang the products in the marketplace to produce a successful commercial enterprise.
Lisa-jess Brown | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
Zurmo
9.2
Customer data management / contact management
Claritysoft
9.3
Zurmo
9.0
Workflow management
Claritysoft
9.0
Zurmo
9.0
Territory management
Claritysoft
8.2
Zurmo
9.0
Opportunity management
Claritysoft
8.8
Zurmo
10.0
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
Zurmo
9.0
Quote & order management
Claritysoft
7.5
Zurmo
10.0
Interaction tracking
Claritysoft
9.0
Zurmo
9.0
Channel / partner relationship management
Claritysoft
8.2
Zurmo
9.0
Contract management
Claritysoft
Zurmo
9.0

Customer Service & Support

Claritysoft
10.0
Zurmo
9.0
Help desk management
Claritysoft
10.0
Zurmo
9.0
Case management
Claritysoft
Zurmo
9.0
Call center management
Claritysoft
Zurmo
9.0

Marketing Automation

Claritysoft
8.8
Zurmo
9.5
Lead management
Claritysoft
8.8
Zurmo
10.0
Email marketing
Claritysoft
8.8
Zurmo
9.0

CRM Project Management

Claritysoft
9.2
Zurmo
9.3
Task management
Claritysoft
10.0
Zurmo
10.0
Billing and invoicing management
Claritysoft
9.0
Zurmo
9.0
Reporting
Claritysoft
8.5
Zurmo
9.0

CRM Reporting & Analytics

Claritysoft
9.3
Zurmo
9.3
Forecasting
Claritysoft
9.0
Zurmo
10.0
Pipeline visualization
Claritysoft
9.0
Zurmo
9.0
Customizable reports
Claritysoft
10.0
Zurmo
9.0

Customization

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

Security

Claritysoft
9.0
Zurmo
9.5
Single sign-on capability
Claritysoft
8.5
Zurmo
9.0
Role-based user permissions
Claritysoft
9.5
Zurmo
10.0

Platform

Claritysoft
6.5
Zurmo
9.0
Mobile access
Claritysoft
6.5
Zurmo
9.0

Social CRM

Claritysoft
Zurmo
9.5
Social data
Claritysoft
Zurmo
9.0
Social engagement
Claritysoft
Zurmo
10.0

Integrations with 3rd-party Software

Claritysoft
Zurmo
9.0
Marketing automation
Claritysoft
Zurmo
9.0
Compensation management
Claritysoft
Zurmo
9.0

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

Zurmo

  • An outstanding application to collaborate with other societies to compare prices and to communicate with them for further product detail. It offers the best product price to rank in the market and nobody can deny its powerful impact on customers.
  • The best communicator to get the picture with different business details and supply them with the best user experience with good marketing articles. Customers can choose the product by watching reviews and can leave feedbacks for further advance. It provides a workable free version to use.
  • Its tracking email feature is good which tells when the email opens. The support is great and helpful. They keep communicating with you until the issue is resolved. Their technologies are up to date and according to trends. Their training sessions are available so you can quickly learn from there.
Lisa-jess Brown | 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

Zurmo

  • A must-have the diligence to satisfy the job requirements and available for all big and small commercial enterprises.
  • All data is stored on a cloud and this is the best application for all business details and promotions, but make sure to protect your data with passwords.
  • There is still some problem with some features while using it. Integration with other vendors and suppliers should be made better. It is not affordable for small enterprises. Its design is a little bit confusing feature
Lisa-jess Brown | TrustRadius Reviewer

Usability

Claritysoft

No score
No answers yet
No answers on this topic

Zurmo

Zurmo 9.0
Based on 1 answer
It helped us in making sales and marketing decisions in a better way.
Lisa-jess Brown | TrustRadius Reviewer

Support Rating

Claritysoft

No score
No answers yet
No answers on this topic

Zurmo

Zurmo 9.0
Based on 1 answer
It helped us increase our business in a better way and the overall platform helped us a lot in the different operations of our organization.
Lisa-jess Brown | 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

Zurmo

[Zurmo] did not only help our company as CRM but in sales and marketing too. It helped us increase our business in a better way and otherwise i have not interested other software.
Lisa-jess Brown | 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

Zurmo

  • It is the best collaborating tool to oversee line production. A company needs a good managing tool to provide new ideas and promotions.
  • Guests can have a safer idea to follow the product’s detail and ranking to get the suitable thing for themselves.is well suited for a large business that can afford good Customer management software for their company.
  • The overall platform helped us a lot in the different operations of our organization.
Lisa-jess Brown | TrustRadius Reviewer

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

Zurmo

General

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

Zurmo Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.2
Zurmo
9.0

Usability

Claritysoft
Zurmo
9.0

Support Rating

Claritysoft
Zurmo
9.0

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