What Is Claritysoft CRM?

Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Claritysoft was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM gives you enterprise power and functionality at a fraction of the cost.

Who Uses Claritysoft CRM?

Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well.

Where can Claritysoft CRM be deployed?

Cloud-based
On-premise

About the vendor

  • Claritysoft
  • Located in Dublin, US
  • Founded in 2010

Claritysoft CRM support

  • Phone Support
  • Chat

Countries available

Canada, United States

Languages

English

Claritysoft CRM pricing

Starting Price:

US$39.00/month
  • Yes, has free trial
  • No free version

Claritysoft CRM does not have a free version but does offer a free trial. Claritysoft CRM paid version starts at US$39.00/month.

About the vendor

  • Claritysoft
  • Located in Dublin, US
  • Founded in 2010

Claritysoft CRM support

  • Phone Support
  • Chat

Countries available

Canada, United States

Languages

English

Claritysoft CRM videos and images

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Features of Claritysoft CRM

  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Automated Routing
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Reports
  • Dashboard Software
  • Data Import/Export
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • For Insurance Industry
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Interaction Tracking
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Mobile Access
  • Multi-Channel Communication
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics Software
  • Quotes/Estimates
  • ROI Tracking
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Pipeline Management
  • Segmentation
  • Self Service Portal
  • Support Ticket Management
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

Alternatives to Claritysoft CRM

Act! Premium empowers you to market better, sell more, and create customers for life.
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Integrated business management solution that automates financial, customer relationship and supply chain processes.
Avidian transforms Microsoft Outlook into a Sales Pipeline Management and Customer Relationship Management tool for sales teams. Learn more about Prophet CRM
Web-based sales and marketing platform designed to help sales executives manage leads, run email campaigns, and retail customers.
Cloud and on-premise customer relationship management software for sales, marketing and customer service.
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers. Learn more about HubSpot CRM
Over 100,000 customers in more than 120 countries use HubSpot's award-winning software to attract, engage and delight their customers. Learn more about HubSpot Marketing Hub
Save time and reduce costs with innovations that reimagine your customer relationships. Learn more about Salesforce Service Cloud

Reviews of Claritysoft CRM

Average score

Overall
4.5
Ease of Use
4.5
Customer Service
4.8
Features
4.2
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Kelly
Finance and Operations Specialist in US
Education Management, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Great software for our organization!

5.0 2 years ago

Comments: My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly.

Pros:

As an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.

Cons:

As I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Switching to Claritysoft CRM: We chose Claritysoft because we did not did a system as robust as Salesforce. It also was a much better price point than Salesforce and still met every need we were looking for.

Marc
CEO in US
Management Consulting, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great CRM for the money - feature rich

5.0 2 years ago

Comments: As a sales consultant, I customize or deeply a CRM very every client I work with. I have seen may=ny CRM's. Claritysoft is the best value for the money that I have found. Beyond that, their support is fantastic. The time to get help and the level of support make my job much easier. The add-on marketing module is a great tool also.

Pros:

Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.

Cons:

There are a few areas that could be improved. 1. Multiple Pipelines are great – need to align sales stages by Pipeline name. The way the system is set up now, all of the sales stages are in one list. This works as long as you name each stage uniquely. For instance, if you have two pipelines, one called Installer, and one called distributors, and you have a stage called select targets, you can apply that stage to both pipelines. If you add an opportunity to the Installer pipeline and put it in stage Select Targets, it will show in both pipelines. This becomes confusing for the sales team because it shows in both places. Most CRM’s that have multiple pipelines take the Pipeline down to the Stage level. If you Have Pipeline 1 and Pipeline 2, you create stages that are linked only to that Pipeline. This keeps them separate and doesn’t have any stages that would show on multiple pipelines. In the gatewaycomposites database, I created Pipeline 1 and Pipeline 2; I put the Stage AAAA - stage in both and created two opportunities that should be in two different pipelines, this stage shows in both pipelines. When you create an opportunity, you assign it to the Pipeline it belongs to, and then select the stage from that Pipeline. 2. Is it possible to have the notes from all of the contact records from an account shown at the account level? This would give an easy place to see a complete history of notes for an account. The same would be good for Closed activities.

Davina
Davina
Executive Administrator in US
Verified LinkedIn User
Construction, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

The easiest to setup and run

4.0 2 years ago

Comments: Overall Claritysoft has been well worth it. We've streamlined so many processes and look forward to more. Oh, their tech support/customer support is the best I've ever received!

Pros:

We've used other CRMs, but have never been so successful as we have with Claritysoft. Everyone is adding emails from Outlook and/or sending them directly from Claritysoft. We're saving important documents straight to Lead, Opportunities and Accounts. Email templates help out. Activities are easily created through Action Plans and Automated Workflows.

Cons:

Sometimes it feels as if you're being nickle and dimed to death because the best features, of course, are available only to those who purchase additional modules or features.

Alternatives Considered: Zoho CRM

Reasons for Choosing Claritysoft CRM: Salesforce was too expensive, too cumbersome and took too long to learn new features.

Switched From: Salesforce Sales Cloud

Reasons for Switching to Claritysoft CRM: Claritysoft was less overwhelming and visually appealing.

Dan
Sales in US
Printing, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

Saving your bacon

4.0 2 years ago

Pros:

What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling . Everyone with in our organization can easily maneuver the site, with out being a IT person.

Cons:

So far in my first 2 weeks I've not had any "Cons" to report..

Alternatives Considered: Salesforce Service Cloud, Prophet CRM, CreamSoda and Keap

Reasons for Choosing Claritysoft CRM: 2 main reasons, The cost of PlanPlus was 3-times the cost of ClaritySoft, and the ease of use, since we had 6 users set up on PlanPlus, yet I was the only one using it for the past 4 years. We were sold something that was way more robust than what we needed and way to difficult to maneuver through on a daily basis.

Switched From: PlanPlus Online

Reasons for Switching to Claritysoft CRM: First was the great customer service from [SENSITIVE CONTENT HIDDEN], and her multiple knowledgeable demos she gave us, really started things off superbly. And the cost for what we need today and the ability to grow their content as we grow as a company was vital.Also I must say that my implementation instructor [SENSITIVE CONTENT HIDDEN] is the most patient and friendly instructor I've ever worked with. [SENSITIVE CONTENT HIDDEN] helped me accomplish a total data dump from our old CRM "which was a mess of information" into a clear and precise format so we can start this new system on the right foot and make it so simple to document and hopefully grow our business for many years to come.

Rondle
Social Seller in US
Internet, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Customer Service and Search are Top Notch!

5.0 2 years ago

Comments: The best and most customizable ! If you really want to search your data in any complexity, and actually find it, so you can do something with those people and records, this is the software to have.

Pros:

There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone! And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with. When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question.

Cons:

There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too.

Alternatives Considered: Insightly and HubSpot CRM

Reasons for Switching to Claritysoft CRM: The superior search, customer service, customization, and ease of use.