Claritysoft Reviews

10 Ratings
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Score 7.9 out of 100

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Reviews (1-5 of 5)

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April 08, 2021
Joshua Day | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
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Return on Investment

  • We have increased our sales with the use of this software.
Read Joshua Day's full review
April 30, 2020
Dwayne Tharp | TrustRadius Reviewer
Score 7 out of 10
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Verified User
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Return on Investment

  • It has had a positive impact since we began using it.
  • We are now able to use it and be more productive than before without a CRM.
Read Dwayne Tharp's full review
April 30, 2020
Pamela Elliott | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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Return on Investment

  • It has made it easier to see our overall sales for each sales rep.
  • The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.
Read Pamela Elliott's full review
June 27, 2018
Ryan Weller | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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Return on Investment

  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Read Ryan Weller's full review

Claritysoft Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (5)
9.3
Workflow management (4)
9.0
Territory management (4)
8.2
Opportunity management (5)
8.8
Integration with email client (e.g., Outlook or Gmail) (5)
8.5
Quote & order management (5)
7.5
Interaction tracking (5)
9.0
Channel / partner relationship management (4)
8.2
Help desk management (3)
10.0
Lead management (4)
8.8
Email marketing (4)
8.8
Task management (4)
10.0
Billing and invoicing management (3)
9.0
Reporting (5)
8.5
Forecasting (4)
9.0
Pipeline visualization (4)
9.0
Customizable reports (4)
10.0
Custom fields (5)
8.7
Custom objects (4)
8.3
API for custom integration (4)
9.3
Single sign-on capability (5)
8.5
Role-based user permissions (5)
9.5
Mobile access (4)
6.5

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
Phone
Email
FAQ/Knowledgebase
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.