Integration with email client (e.g., Outlook or Gmail) (5)
Quote & order management (5)
Interaction tracking (5)
Channel / partner relationship management (4)
Customer Service & Support
Help desk management (3)
Lead management (4)
Email marketing (4)
CRM Project Management
Task management (4)
Billing and invoicing management (3)
CRM Reporting & Analytics
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.
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 a low-cost solution for smaller companies to be able to keep up with leads and customers.
It also is great for having one depository for quotes and opportunities you and your company are working on.
The marketing function seems to also work really well for sending out and tracking email campaigns.
There is no spell-check function to use when you are sending emails.
Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
There is no auto-dial feature built into Claritysoft.
The mobile app needs to look and feel just like the online version.
Ease of Use - Claritysoft offers a very organic and intuitive design for customers to easily navigate and use.
Developer Standpoint - Standing up the application and importing data was straightforward and did not take long to configure security, permissions and roles.
Out Of The Box (OOTB) - Claritysoft out of the box offered many built-in tools utilized for our environment, however, manipulating and customizing was not over the top difficult, once we established a baseline.
This may be an unfair "con", however the application is quite costly. With that said, it is worth it!
This may be a "con" because of our environment, however the email functionality is a bit limited when it comes to multiple items.
Customized reports are a bit messy to build, BUT the options for customization has answered all requests by our client.