Claritysoft CRM Review after 1 Full Year of Use
March 17, 2025

Claritysoft CRM Review after 1 Full Year of Use

Anonymous | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User

Overall Satisfaction with Claritysoft

We use Claritysoft as our main CRM. It is meant to track the customers, accounts, the products they've purchased, their type of account, phone numbers, addresses, etc., with a separate place for extra notes. It really acts as a large address book, which is fine, based on our sales model where contracts and opportunities aren't tracked as they normally would be in capital equipment sales.

Pros

  • Acts as an address book
  • Allows for a decent amount of customization
  • From what I am guessing, isn't very expensive

Cons

  • We should be able to import in sales data from Excel or some other format to be included into each account
  • ZERO AI features
  • Limited Dashboard features
  • I would say it's a great way to have a consolidated address book which allows us to see past calls and emails to make future business decisions
  • It's mass email feature for basic users is a bit complicated. There are templates, but for images, you never know whether it is sending to the customer correctly, which is not good for business
  • It can't track sales data, so forecasting is out the window, which isn't good when we have to do quotas by hand and guesswork. Our company does it, and they do it well, but I know it must take a LOT of time
It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.
In my opinion, Claritysoft is like a second grader, and Salesforce is like a college graduate when it comes to what you can do and learn from the software. Salesforce integrates easily with other products we use, such as ZoomInfo, but Claritysoft is extremely limited in what it can integrate with. Salesforce costs more money though, so it really depends how you utilize the CRM to know what you need. Just a big address book to log calls and emails? I think Claritysoft is fine. Want to track actual sales and forecast? I think Salesforce 100%.

Do you think Claritysoft delivers good value for the price?

Yes

Are you happy with Claritysoft's feature set?

No

Did Claritysoft live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Claritysoft go as expected?

I wasn't involved with the implementation phase

Would you buy Claritysoft again?

Yes

Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.

Claritysoft Feature Ratings

5.8
Customer data management / contact management
8
Workflow management
2
Territory management
8
Integration with email client (e.g., Outlook or Gmail)
4
Interaction tracking
7
8.0
Help desk management
8
4.0
Email marketing
4
8.0
Task management
9
Reporting
7
7.0
Customizable reports
7
5.7
Custom fields
8
Custom objects
7
API for custom integration
2
5.5
Role-based user permissions
6
Single sign-on capability
5
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Platform ()
Not Rated

Using Claritysoft

25 - Sales, Business Development, C-Suite
2 - The types of people required to here

Claritysoft Support

They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Immediate help available
Support understands my problem
Quick Initial Response
None
I don't believe we purchased premium support because I don't know if they even offer it or what it entails. All I know is when I need help, I know where to find it within the CRM and then either choose to call or email my question to receive help.
Yes, I believe this guy named Evan help me out when I was trying to get Outlook to integrate with Claritysoft. Outlook got updated, and it didn't jive with the CRM, so I needed help. They were working on getting it to happen, but I needed it now, so he advised me on what to do.

Comments

More Reviews of Claritysoft

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Claritysoft Reviews
  4. User Review of Claritysoft