Claritysoft - From the Field
April 30, 2020

Claritysoft - From the Field

Dwayne Tharp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Claritysoft

We are using Claritysoft as our primary CRM. We use it to keep up with our leads, our customers, their quotes, and then their opportunities.
  • 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.
  • 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.
I think for the money, Claritysoft is a good competitor with these other CRM packages. I have personally implemented 3-4 CRM packages over my career and this is by far the easiest. I would like some more of the advanced features you find in the bigger name CRM package but for what we are paying and what we are doing with it, we are good!
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.

Claritysoft Feature Ratings

Customer data management / contact management
8
Workflow management
Not Rated
Territory management
4
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
1
Interaction tracking
6
Channel / partner relationship management
4
Help desk management
Not Rated
Lead management
6
Email marketing
7
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
6
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
Not Rated
Custom fields
5
Custom objects
5
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
4
Mobile access
1