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CloudSoft is a simple, cloud-based CRM system for SMBs.Claritysoft - IT Admin's ReviewWithout 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.,9,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.,Oracle Primavera Portfolio Management, ServiceNow and BMC Remedy Asset Management,ServiceNow, Oracle Primavera Portfolio Management
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Claritysoft
3 Ratings
Score 9.0 out of 101
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Claritysoft Reviews

Claritysoft
3 Ratings
Score 9.0 out of 101
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Ryan Weller profile photo
June 26, 2018

"Claritysoft - IT Admin's Review"

Ryan Weller
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Our client, and probably most, do not like change. We transitioned from a tool that had been used for nearly 7 years. From a support staff, we were concerned about how customers would react to learning new processes. However, Claritysoft's concise, ergonomic flow of use really did not present too many complaints by our clients. Any "complaints" we did receive were more from those who didn't want to change rather than from those who didn't understand.
Reports, reports, reports! Our clients love data (and who doesn't!), and Claritysoft's robust reporting capabilities shine bright. It is a bit difficult to configure the reports, but that complexity is an added feature IMO.
Read Ryan Weller's full review

Claritysoft Scorecard Summary

Likelihood to Recommend (3)
9.0

Feature Scorecard Summary

Customer data management / contact management (1)
8
Workflow management (1)
10
Opportunity management (1)
9
Integration with email client (e.g., Outlook or Gmail) (1)
5
Quote & order management (1)
9
Interaction tracking (1)
8
Task management (1)
8
Billing and invoicing management (1)
10
Reporting (1)
10
Forecasting (1)
8
Customizable reports (1)
10
Custom fields (1)
9
API for custom integration (1)
8
Single sign-on capability (1)
10
Role-based user permissions (1)
9

About 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 end user experience that their competitors can’t touch.  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:  Customer Relationship Management (CRM),  Business Intelligence (BI),  Contact Management

Claritysoft Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Does not have featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access

Claritysoft Integrations

Microsoft Outlook, Microsoft Excel, Google Calendar, Gmail, Microsoft Word

Claritysoft Competitors

Pricing

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

Claritysoft Support Options

 Free VersionPaid Version
Phone
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Claritysoft Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Mobile Web