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 …
Starting at $39 per month
View PricingOverview
What is Claritysoft?
CloudSoft is a simple, cloud-based CRM system for SMBs.
Recent Reviews
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
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
LEGACY INTERFACE VIDEO SERIES - Claritysoft CRM: Full Demo
YouTube
Features
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Product Details
- About
- Competitors
- Tech Details
- FAQs
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 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
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).
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!
- 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.
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