Claritysoft Experience
Updated June 15, 2025

Claritysoft Experience

Lee Redpath | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Claritysoft

Claritysoft is the primary client data warehouse and CRM.

Pros

  • Customisation
  • Usability
  • Scaleability
  • Affordability

Cons

  • Integration with third parties
  • Use of AI
  • 10% increase in sales
  • 25% increase in prospects
Easy to use
Zoho is not as customisable

Do you think Claritysoft delivers good value for the price?

Yes

Are you happy with Claritysoft's feature set?

Yes

Did Claritysoft live up to sales and marketing promises?

Yes

Did implementation of Claritysoft go as expected?

Yes

Would you buy Claritysoft again?

Yes

We have been able to easily customise Claritysoft for our business. We are in financial services and this is a heavily regulated environment. Claritysoft does this well without the need for coding.

Claritysoft Feature Ratings

7.0
Customer data management / contact management
8
Workflow management
7
Territory management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
7
8.0
Help desk management
8
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
7.3
Task management
7
Billing and invoicing management
7
Reporting
8
7.3
Forecasting
6
Pipeline visualization
8
Customizable reports
8
9.0
Custom fields
10
Custom objects
10
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
7.0
Mobile access
7

Using Claritysoft

6 - Sales and Operations
We support part-time through me and my Operations manager
  • Prospect pipeline
  • Client Data Management
  • Client Communication
  • We use workflows to automate some Compliance checks
  • Buy the Engage module to enhance the way we comunicate with clients and prospects
It works for us and the support is excellent

Evaluating Claritysoft and Competitors

Yes - Xeppo - was advertised as having CRM features but was basically unusable.
  • Scalability
  • Ease of Use
  • Other
Ability to customise without the need for code.
Wouldn't change the process

Claritysoft Implementation

So easy to do - you control the process, supported by the Claritysoft
  • Implemented in-house
Change management was minimal
  • Easy of deployment
  • Ease of use
  • Ability to customise the screens and data model on the fly

Claritysoft Support

Highly responsive
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Support understands my problem
Support cares about my success
Quick Initial Response
Not kept informed
No - didnt know it was offered
Yes - Screen not refreshing but it was resolved
It is always a good service, so I get used to it!

Using Claritysoft

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Capturing data
  • Creating custom fields
  • Integrating workflows
  • The reporting interface could be better designed. It is a bit too clunky but is still functional
Yes - It has its own app which is functional and can also be re-designed easily to suit business needs

Comments

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