Overview
What is Claritysoft?
CloudSoft is a simple, cloud-based CRM system for SMBs.
Top Notch CRM
Claritysoft is definitely worth it!
Claritysoft - From the Field
Good program with one big glitch that needs fixing
Claritysoft - IT Admin's Review
Popular Features
- Customer data management / contact management (5)9.393%
- Opportunity management (5)8.888%
- Integration with email client (e.g., Outlook or Gmail) (5)8.585%
- Quote & order management (5)7.575%
Pricing
Claritysoft
$39.00
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $39 per month
Product Demos
LEGACY INTERFACE VIDEO SERIES - Claritysoft CRM: Full Demo
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 9.3Customer data management / contact management(5) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 9.1Workflow management(4) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.2Territory management(4) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.8Opportunity management(5) Ratings
Users can track deals and create quotes.
- 8.5Integration with email client (e.g., Outlook or Gmail)(5) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.5Quote & order management(5) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 9Interaction tracking(5) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 8.2Channel / partner relationship management(4) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 10Help desk management(3) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.8Lead management(4) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.8Email marketing(4) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 10Task management(4) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 9Billing and invoicing management(3) Ratings
This includes automated invoice creation and billing.
- 8.5Reporting(5) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 9.1Forecasting(4) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 9Pipeline visualization(4) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 10Customizable reports(4) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.7Custom fields(5) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.3Custom objects(4) Ratings
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.
- 9.4API for custom integration(4) Ratings
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.
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.
- 8.5Single sign-on capability(5) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 9.5Role-based user permissions(5) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Platform
- 6.5Mobile access(4) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Claritysoft?
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
Claritysoft Competitors
Claritysoft Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Mobile Web |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(14)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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)Top Notch CRM
- 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.
- 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
- Help desk management
- 100%10.0
- Lead management
- 90%9.0
- Email marketing
- 80%8.0
- Task management
- 100%10.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 80%8.0
- Forecasting
- 70%7.0
- Pipeline visualization
- 70%7.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 80%8.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Mobile access
- 50%5.0
- We have increased our sales with the use of this software.
Claritysoft is definitely worth it!
- 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.
- 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
- Help desk management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 100%10.0
- Billing and invoicing management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Mobile access
- 100%10.0
- Claritysoft really helped our different departments come together in one software.
Claritysoft - From the Field
- 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.
- Customer data management / contact management
- 80%8.0
- Workflow management
- N/AN/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
- Help desk management
- N/AN/A
- Lead management
- 60%6.0
- Email marketing
- 70%7.0
- Task management
- N/AN/A
- Billing and invoicing management
- N/AN/A
- Reporting
- 60%6.0
- Forecasting
- N/AN/A
- Pipeline visualization
- 90%9.0
- Customizable reports
- N/AN/A
- Custom fields
- 50%5.0
- Custom objects
- 50%5.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 40%4.0
- 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.
- HubSpot and HubSpot CRM
Good program with one big glitch that needs fixing
- 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.
- 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
- Help desk management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 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.
Claritysoft - IT Admin's Review
- 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.
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.
- Customer data management / contact management
- 80%8.0
- Workflow management
- 100%10.0
- Territory management
- N/AN/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/AN/A
- Lead management
- N/AN/A
- Email marketing
- N/AN/A
- Task management
- 80%8.0
- Billing and invoicing management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 80%8.0
- Pipeline visualization
- N/AN/A
- Customizable reports
- 100%10.0
- Custom fields
- 90%9.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 100%10.0
- Mobile access
- N/AN/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.