Claritysoft

Claritysoft

About TrustRadius Scoring
Score 6.3 out of 100
Claritysoft

Overview

Recent Reviews

Top Notch CRM

7 out of 10
April 08, 2021
Originally, it was just utilized by our sales department; however, now we have incorporated its functionality to expand our capabilities …
Continue reading
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Popular Features

View all 23 features
  • Customer data management / contact management (5)
    9.3
    93%
  • Opportunity management (5)
    8.8
    88%
  • Integration with email client (e.g., Outlook or Gmail) (5)
    8.5
    85%
  • Quote & order management (5)
    7.5
    75%

Video Reviews

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Pricing

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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

Features Scorecard

Sales Force Automation

8.6
86%

Customer Service & Support

10.0
100%

Marketing Automation

8.8
88%

CRM Project Management

9.2
92%

CRM Reporting & Analytics

9.4
94%

Customization

8.8
88%

Security

9.0
90%

Platform

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)
  • 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 Integrations

  • Microsoft Outlook
  • Microsoft Excel
  • Google Calendar
  • Gmail
  • Microsoft Word

Claritysoft Competitors

Claritysoft Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationMobile Web

Frequently Asked Questions

CloudSoft is a simple, cloud-based CRM system for SMBs.

Claritysoft starts at $39.

Salesforce.com, 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 Small Businesses (1-50 employees) and the Accounting industry.

Comparisons

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Reviews and Ratings

 (13)

Reviews

(1-5 of 5)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.