Integration with email client (e.g., Outlook or Gmail) (5)
8.5
85%
Quote & order management (5)
7.5
75%
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Integration with email client (e.g., Outlook or Gmail) (5)
8.5
85%
Quote & order management (5)
7.5
75%
Interaction tracking (5)
9.0
90%
Channel / partner relationship management (4)
8.2
82%
Customer Service & Support
10.0
100%
Help desk management (3)
10.0
100%
Marketing Automation
8.8
88%
Lead management (4)
8.8
88%
Email marketing (4)
8.8
88%
CRM Project Management
9.2
92%
Task management (4)
10.0
100%
Billing and invoicing management (3)
9.0
90%
Reporting (5)
8.5
85%
CRM Reporting & Analytics
9.4
94%
Forecasting (4)
9.0
90%
Pipeline visualization (4)
9.0
90%
Customizable reports (4)
10.0
100%
Customization
8.8
88%
Custom fields (5)
8.7
87%
Custom objects (4)
8.3
83%
API for custom integration (4)
9.4
94%
Security
9.0
90%
Single sign-on capability (5)
8.5
85%
Role-based user permissions (5)
9.5
95%
Platform
6.5
65%
Mobile access (4)
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)
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.
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!
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.