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Overview

What is Claritysoft?

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

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Recent Reviews

TrustRadius Insights

Claritysoft has proven to be a valuable tool for coordinating work and activities, ensuring that everyone is on the same page and moving …
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Top Notch CRM

7 out of 10
April 08, 2021
Incentivized
Originally, it was just utilized by our sales department; however, now we have incorporated its functionality to expand our capabilities …
Continue reading
Read all reviews

Popular Features

View all 23 features
  • Customer data management / contact management (5)
    9.3
    93%
  • Opportunity management (5)
    8.8
    88%
  • Integration with email client (e.g., Outlook or Gmail) (5)
    8.5
    85%
  • Quote & order management (5)
    7.5
    75%
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Pricing

View all pricing

Claritysoft

$39.00

Cloud
Per Month Per User

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttp://www.claritysoft.com/pricing/crm

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $39 per month
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Product Demos

LEGACY INTERFACE VIDEO SERIES - Claritysoft CRM: Full Demo

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.6
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

10
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.8
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

9.2
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

9.4
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

9
Avg 8.3

Platform

6.5
Avg 7.5
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Product Details

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

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Platform Features

  • Supported: Mobile access

Claritysoft Video

Watch as we setup, customize, and import contacts into Claritysoft CRM in less than 8 minutes.

Claritysoft Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationMobile Web

Frequently Asked Questions

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

Claritysoft starts at $39.

Salesforce Sales Cloud, Sugar Sell (SugarCRM), and Microsoft Dynamics 365 are common alternatives for Claritysoft.

Reviewers rate Help desk management and Task management and Customizable reports highest, with a score of 10.

The most common users of Claritysoft are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(14)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Claritysoft has proven to be a valuable tool for coordinating work and activities, ensuring that everyone is on the same page and moving in the same direction. Users have found it particularly useful for organizing contacts, sending mass personalized emails, and setting reminders for follow-ups. The software allows for easy management of contacts, opportunities, quotes, and mass personalized emails, enabling users to effectively manage the sales funnel on a weekly basis. With Claritysoft, all communications are centralized in one location, allowing users to track and analyze marketing efforts, view outstanding proposals and opportunities, and understand how their businesses are performing. It also helps in keeping emails and desktops clutter-free by attaching items and emails to specific accounts. Overall, Claritysoft helps users become more organized with leads and sales by providing a centralized platform for managing customer interactions and improving corporate visibility into those interactions.

User-Friendly and Intuitive Design: Many users have found Claritysoft to be user-friendly and easy to use, with a simple and intuitive design. They appreciate the software's simplicity and lack of complication, making it a favorite CRM for them. The intuitive layout and navigation of Claritysoft allow users to easily complete their daily tasks without any hassle.

Integration of Email Functionality: Users highly value the integration of email functionality in Claritysoft, as it allows them to send personalized emails easily. This feature enables users to streamline communication with their clients and prospects, enhancing their overall productivity. The seamless integration of email within the CRM platform has been praised by many reviewers.

Quick and Helpful Tech Support: Users have had a positive experience with the quick and helpful tech support provided by the ClaritySoft team. They appreciate the timely responses received from the support team, which has helped them resolve any issues or questions they had efficiently. The reliable technical assistance offered by ClaritySoft contributes to a smooth user experience for customers.

Slow performance: Users have expressed frustration with the software's loading times and occasional glitches, which they believe can hinder productivity. Some users have mentioned that the software takes a while to load and they wish there had been better communication regarding changes.

Difficult user interface: Several reviewers find Claritysoft CRM's user interface confusing and not intuitive, requiring a significant learning curve. Users have faced challenges in finding training resources and adapting to the new app.

Integration issues: Users have raised concerns about limited integration capabilities with other applications such as social media platforms and QuickBooks. They desire a social media function and more integrations with applications like Quickbooks.

Based on user reviews, Claritysoft receives the following recommendations:

The users think Claritysoft is a great tool for easy and basic CRM needs. They highly recommend it for keeping clients organized and up to date.

Users suggest utilizing the support and training resources provided by Claritysoft, such as the training/support portal and the support team, as they find the customer support to be excellent. They also mention that the Claritysoft team is customer-oriented and helpful.

The users appreciate Claritysoft's customization options and suggest it for those who need full customization. They recommend exploring the platform's features and giving yourself time to get used to it. Users also advise providing feedback to Claritysoft for feature requests.

Claritysoft's affordability is frequently mentioned by users, who recommend it for small and medium-sized businesses looking for a reasonably priced CRM solution. They believe it works well for any company using traditional CRM methods.

In summary, users commonly recommend utilizing Claritysoft's support and training resources, exploring customization options, giving yourself time to get used to the platform, and considering its affordability for small and medium-sized businesses.

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
April 08, 2021

Top Notch CRM

Joshua Day | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (8)
87.5%
8.8
Customer data management / contact management
90%
9.0
Workflow management
70%
7.0
Territory management
90%
9.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (1)
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
85%
8.5
Lead management
90%
9.0
Email marketing
80%
8.0
CRM Project Management (3)
86.66666666666666%
8.7
Task management
100%
10.0
Billing and invoicing management
80%
8.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
100%
10.0
Customization (3)
86.66666666666666%
8.7
Custom fields
100%
10.0
Custom objects
80%
8.0
API for custom integration
80%
8.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
50%
5.0
Mobile access
50%
5.0
  • We have increased our sales with the use of this software.
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (8)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (1)
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (3)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Claritysoft really helped our different departments come together in one software.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (8)
43.75%
4.4
Customer data management / contact management
80%
8.0
Workflow management
N/A
N/A
Territory management
40%
4.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Quote & order management
10%
1.0
Interaction tracking
60%
6.0
Channel / partner relationship management
40%
4.0
Customer Service & Support (1)
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
65%
6.5
Lead management
60%
6.0
Email marketing
70%
7.0
CRM Project Management (3)
20%
2.0
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
60%
6.0
CRM Reporting & Analytics (3)
30%
3.0
Forecasting
N/A
N/A
Pipeline visualization
90%
9.0
Customizable reports
N/A
N/A
Customization (3)
33.333333333333336%
3.3
Custom fields
50%
5.0
Custom objects
50%
5.0
API for custom integration
N/A
N/A
Security (2)
60%
6.0
Role-based user permissions
80%
8.0
Single sign-on capability
40%
4.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
10%
1.0
Mobile access
10%
1.0
  • 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.
I think for the money, Claritysoft is a good competitor with these other CRM packages. I have personally implemented 3-4 CRM packages over my career and this is by far the easiest. I would like some more of the advanced features you find in the bigger name CRM package but for what we are paying and what we are doing with it, we are good!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (8)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (1)
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (2)
100%
10.0
Task management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (3)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • It has made it easier to see our overall sales for each sales rep.
  • The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (8)
61.25%
6.1
Customer data management / contact management
80%
8.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Quote & order management
90%
9.0
Interaction tracking
80%
8.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
93.33333333333334%
9.3
Task management
80%
8.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
60%
6.0
Forecasting
80%
8.0
Pipeline visualization
N/A
N/A
Customizable reports
100%
10.0
Customization (2)
85%
8.5
Custom fields
90%
9.0
API for custom integration
80%
8.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • 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.
In terms of portfolio management, Claritysoft has been hands down a better overall product. Most importantly, it has been the most customer friendly application. The tool was selected, not by me, however many other competitors were evaluated. The aspects needed most by our client, were achieved best by the offerings of Clarity, many out of the box, but anything not inherent, we have had not problems configuring and implementing.
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