Integration with email client (e.g., Outlook or Gmail) (5)
8.5
85%
Quote & order management (5)
7.5
75%
Video Reviews
Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Claritysoft, and make your voice heard!
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 is great for B2B, B2C, and B2G applications. We use if for B2B and B2G because we do not deal directly with consumers. Their reporting capabilities and group editing make it very easy to slice and dice data to really dig down and identity key performance indicators. It puts my filing cabinet to shame.
For a small company, just getting started with a CRM package, Claritysoft is great. Better to have something rather than nothing at all to keep up with these things we use and need in Sales.
I would recommend Claritysoft because it is very easy to keep track of a sales rep's activities on a daily basis and very easy to pull reports for any info needed.
Our client, and probably most, do not like change. We transitioned from a tool that had been used for nearly 7 years. From a support staff, we were concerned about how customers would react to learning new processes. However, Claritysoft's concise, ergonomic flow of use really did not present too many complaints by our clients. Any "complaints" we did receive were more from those who didn't want to change rather than from those who didn't understand. 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.