Claritysoft Reviews

10 Ratings
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Score 7.9 out of 100

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April 08, 2021
Joshua Day | TrustRadius Reviewer
Score 7 out of 10
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Verified User
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Alternatives Considered

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.
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April 30, 2020
Dwayne Tharp | TrustRadius Reviewer
Score 7 out of 10
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Verified User
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Alternatives Considered

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!
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June 26, 2018
Ryan Weller | TrustRadius Reviewer
Score 9 out of 10
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Verified User
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Alternatives Considered

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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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.