Top Notch CRM
Originally, it was just utilized by our sales department; however, now we have incorporated its functionality to expand our capabilities …
Claritysoft
Claritysoft
Starting at $39 per month
View PricingOverview
Recent Reviews
Popular Features
View all 23 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%
Video Reviews
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Pricing
View all pricingClaritysoft
$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
Product Demos
ClaritySoft Challenge - www.claritysoft.com
09:25
Features Scorecard
Sales Force Automation
8.6
86%
Customer Service & Support
10.0
100%
Marketing Automation
8.8
88%
CRM Project Management
9.2
92%
CRM Reporting & Analytics
9.4
94%
Customization
8.8
88%
Security
9.0
90%
Platform
6.5
65%
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 Integrations
- Microsoft Outlook
- Microsoft Excel
- Google Calendar
- Gmail
- Microsoft Word
Claritysoft Competitors
Claritysoft Technical Details
| Deployment Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Mobile Web |
Frequently Asked Questions
CloudSoft is a simple, cloud-based CRM system for SMBs.
Claritysoft starts at $39.
Salesforce.com, 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 Small Businesses (1-50 employees) and the Accounting industry.
Comparisons
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Reviews and Ratings
(13)
Reviews
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April 08, 2021
Top Notch CRM
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.
April 30, 2020
Claritysoft - From the Field
- HubSpot and HubSpot 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!
June 27, 2018
Claritysoft - IT Admin's Review
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.