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Originally, it was just utilized by our sales department; however, now we have incorporated its functionality to expand our capabilities within our marketing and customer support teams as well. We now use it for every step of a relationship with a customer which includes initial contact, peaking interest, negotiating, closing, and continued support. I use the software every day, and it makes my job a lot easier.
- Email blasts.
- Opportunity, quote, and sale record keeping.
- Customer support.
- Analytics of email blast are there but could be improved upon.
- Slight modifications to import tools.
- Automatic email, text, etc. plug ins.
May 02, 2020
We use Claritysoft to keep up with quotes, leads, customers, and support. We use this software throughout our company for pretty much everything.
- 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.
- I think the quote builder could use a good update.
We are using Claritysoft as our primary CRM. We use it to keep up with our leads, our customers, their quotes, and then their opportunities.
- 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.
- 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.
April 30, 2020
My entire company utilizes Claritysoft. We use it to manage customer contacts, accounts, and sales activity and run reports of what sales are in the pipeline and what the current activity of each rep and client is. We also use it to change accounts and leads from one rep to another and to keep track of who has what region.
- Reporting is very accurate.
- Very good at being able to filter and do global searches
- Very easy to revise information or change reps for a client
- Customer service help is very fast and reliable.
- 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.
June 26, 2018
Without divulging too much info, Claritysoft is being used to manage contract portfolios across an entire organization. It aids in portfolio management, financials, reporting, and offers various aspects of flexibility for security roles. It has enhanced collaboration efforts over our previous tool (OPPM).
- Ease of Use - Claritysoft offers a very organic and intuitive design for customers to easily navigate and use.
- Developer Standpoint - Standing up the application and importing data was straightforward and did not take long to configure security, permissions and roles.
- Out Of The Box (OOTB) - Claritysoft out of the box offered many built-in tools utilized for our environment, however, manipulating and customizing was not over the top difficult, once we established a baseline.
- This may be an unfair "con", however the application is quite costly. With that said, it is worth it!
- This may be a "con" because of our environment, however the email functionality is a bit limited when it comes to multiple items.
- Customized reports are a bit messy to build, BUT the options for customization has answered all requests by our client.
Claritysoft Scorecard Summary
Feature Scorecard Summary
What is Claritysoft?
Claritysoft offers a simplified CRM solution. The vendor says the founding principal behind its solution is usability. Additionally, the vendor says they focus on the most commonly used functions, such as account management, contact management and Outlook integration, in order to deliver a simple CRM system with an easy end user experience. The vendor’s value proposition is that by creating an intuitive look and feel and avoiding complex screens and rarely used features, Claritysoft delivers the power of CRM in a cost effective and easy to use solution.
Categories: Contact Management, Customer Relationship Management (CRM)
Claritysoft Video
Watch as we setup, customize, and import contacts into Claritysoft CRM in less than 8 minutes.
Claritysoft Integrations
Microsoft Outlook, Microsoft Excel, Google Calendar, Gmail, Microsoft Word
Claritysoft Competitors
Claritysoft Pricing
Starting Price: $39
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Optional
| Edition | Pricing Details | Terms |
|---|---|---|
| Claritysoft | $39.00 | Per Month Per User |
Claritysoft Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar |
Claritysoft Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Mobile Web |
Frequently Asked Questions
What is Claritysoft?
CloudSoft is a simple, cloud-based CRM system for SMBs.
How much does Claritysoft cost?
Claritysoft starts at $39.
What are Claritysoft's top competitors?
Salesforce.com, Sugar Sell (SugarCRM), and Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) are common alternatives for Claritysoft.
What is Claritysoft's best feature?
Reviewers rate Help desk management and Task management and Customizable reports highest, with a score of 10.
Who uses Claritysoft?
The most common users of Claritysoft are from Small Businesses and the Computer Hardware industry.