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Claritysoft

Score8 out of 10

17 Reviews and Ratings

What is Claritysoft?

CloudSoft is a simple, cloud-based CRM system for SMBs.

Read more details.

Categories & Use Cases

Videos

Claritysoft Key Features

Learn about the best (and worst!) features Claritysoft has to offer, as determined by TrustRadius' reviewers.
Based on 17 ratings of Claritysoft's features
View all Claritysoft features

Top Performing Features

  • Custom fields

    Users can create custom fields to store additional information on standard and custom objects.

    Category average: 8.5

  • Lead management

    This includes lead generation, scoring, qualification, routing, and nurturing.

    Category average: 8.4

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 8.2

Areas for Improvement

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.3

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 7.9

  • Email marketing

    This involves the ability to send mass email to groups of people based on particular qualifications.

    Category average: 8.3

Who Buys & Uses Claritysoft

Claritysoft Reviews

What users are saying about Claritysoft.
View all Claritysoft reviews

Claritysoft Experience

Incentivized
Lee Redpath
COO in Finance and Accounting at Sayers Wealth (11-50 employees)

Use Cases and Deployment Scope

Claritysoft is the primary client data warehouse and CRM.

Pros

  • Customisation
  • Usability
  • Scaleability
  • Affordability

Cons

  • Integration with third parties
  • Use of AI

Return on Investment

  • 10% increase in sales
  • 25% increase in prospects

Usability

Alternatives Considered

Zoho CRM

Other Software Used

Xero

Claritysoft CRM Review after 1 Full Year of Use

Incentivized
Verified User
Manager in Sales (11-50 employees)

Use Cases and Deployment Scope

We use Claritysoft as our main CRM. It is meant to track the customers, accounts, the products they've purchased, their type of account, phone numbers, addresses, etc., with a separate place for extra notes. It really acts as a large address book, which is fine, based on our sales model where contracts and opportunities aren't tracked as they normally would be in capital equipment sales.

Pros

  • Acts as an address book
  • Allows for a decent amount of customization
  • From what I am guessing, isn't very expensive

Cons

  • We should be able to import in sales data from Excel or some other format to be included into each account
  • ZERO AI features
  • Limited Dashboard features

Return on Investment

  • I would say it's a great way to have a consolidated address book which allows us to see past calls and emails to make future business decisions
  • It's mass email feature for basic users is a bit complicated. There are templates, but for images, you never know whether it is sending to the customer correctly, which is not good for business
  • It can't track sales data, so forecasting is out the window, which isn't good when we have to do quotas by hand and guesswork. Our company does it, and they do it well, but I know it must take a LOT of time

Usability

Alternatives Considered

Salesforce Sales Cloud

Other Software Used

ZoomInfo Sales, Salesforce Sales Cloud, ChatGPT, Microsoft Copilot, Microsoft Teams, Microsoft Excel

Top Notch CRM

Incentivized
Joshua DayView profile
Pharmacy Automation Consultant in Sales at Pearson Medical Technologies (11-50 employees)

Pros

  • Email blasts.
  • Opportunity, quote, and sale record keeping.
  • Customer support.

Cons

  • Analytics of email blast are there but could be improved upon.
  • Slight modifications to import tools.
  • Automatic email, text, etc. plug ins.

Return on Investment

  • We have increased our sales with the use of this software.

Alternatives Considered

Salesforce.com

Other Software Used

Zoom, Google Voice, Microsoft Office 365

Claritysoft is definitely worth it!

Incentivized
Reagan Reed
Pharmacy Automation Consultant in Sales at Pearson Medical Technologies (11-50 employees)

Pros

  • 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.

Cons

  • I think the quote builder could use a good update.

Return on Investment

  • Claritysoft really helped our different departments come together in one software.

Claritysoft - From the Field

Incentivized
Dwayne Tharp
Executive Director Northeast and Mid-Atlantic Territories in Sales at Nfina Technologies, Inc. (11-50 employees)

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • It has had a positive impact since we began using it.
  • We are now able to use it and be more productive than before without a CRM.

Alternatives Considered

HubSpot and HubSpot CRM

Other Software Used

Microsoft Office 2016, Join.me, Zoom, LinkedIn Sales Navigator, ConnectWise Manage

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