Claritysoft Reviews

9 Ratings
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Score 8.0 out of 100

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Reviews (1-5 of 5)

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April 08, 2021
Joshua Day | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Claritysoft is great for B2B, B2C, and B2G applications. We use if for B2B and B2G because we do not deal directly with consumers. Their reporting capabilities and group editing make it very easy to slice and dice data to really dig down and identity key performance indicators. It puts my filing cabinet to shame.
Read Joshua Day's full review
May 02, 2020
Reagan Reed | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read Reagan Reed's full review
April 30, 2020
Dwayne Tharp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
For a small company, just getting started with a CRM package, Claritysoft is great. Better to have something rather than nothing at all to keep up with these things we use and need in Sales.
Read Dwayne Tharp's full review
April 30, 2020
Pamela Elliott | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
I would recommend Claritysoft because it is very easy to keep track of a sales rep's activities on a daily basis and very easy to pull reports for any info needed.
Read Pamela Elliott's full review
June 26, 2018
Ryan Weller | TrustRadius Reviewer
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

Feature Scorecard Summary

Customer data management / contact management (5)
Workflow management (4)
Territory management (4)
Opportunity management (5)
Integration with email client (e.g., Outlook or Gmail) (5)
Quote & order management (5)
Interaction tracking (5)
Channel / partner relationship management (4)
Help desk management (3)
Lead management (4)
Email marketing (4)
Task management (4)
Billing and invoicing management (3)
Reporting (5)
Forecasting (4)
Pipeline visualization (4)
Customizable reports (4)
Custom fields (5)
Custom objects (4)
API for custom integration (4)
Single sign-on capability (5)
Role-based user permissions (5)
Mobile access (4)

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.

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)
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Customer Service & Support Features

Has 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
Has featureCustom objects
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Platform Features

Has featureMobile access

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
EditionPricing DetailsTerms
Claritysoft$39.00Per Month Per User

Claritysoft Support Options

 Free VersionPaid Version
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 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.