Claritysoft is definitely worth it!
May 02, 2020

Claritysoft is definitely worth it!

Reagan Reed | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Claritysoft

We use Claritysoft to keep up with quotes, leads, customers, and support. We use this software throughout our company for pretty much everything.
  • Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
  • Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
  • Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.
  • I think the quote builder could use a good update.
  • Claritysoft really helped our different departments come together in one software.
Great software for keeping track of things you've done or need to do with certain customers or potential customers.

Claritysoft Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Mobile access
10