Claritysoft - IT Admin's Review
June 26, 2018

Claritysoft - IT Admin's Review

Ryan Weller | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Claritysoft

Without divulging too much info, Claritysoft is being used to manage contract portfolios across an entire organization. It aids in portfolio management, financials, reporting, and offers various aspects of flexibility for security roles. It has enhanced collaboration efforts over our previous tool (OPPM).
  • 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.
  • 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.
In terms of portfolio management, Claritysoft has been hands down a better overall product. Most importantly, it has been the most customer friendly application. The tool was selected, not by me, however many other competitors were evaluated. The aspects needed most by our client, were achieved best by the offerings of Clarity, many out of the box, but anything not inherent, we have had not problems configuring and implementing.
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.

Claritysoft Feature Ratings

Customer data management / contact management
8
Workflow management
10
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
8
Billing and invoicing management
10
Reporting
10
Forecasting
8
Pipeline visualization
Not Rated
Customizable reports
10
Custom fields
9
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
10
Mobile access
Not Rated