15 years helping Canadian businesses
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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$49.00/month
  • No free trial
  • No free version

Claritysoft CRM does not have a free version and does not offer a free trial. Claritysoft CRM paid version starts at US$49.00/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

Claritysoft CRM Software - Track & analyze sales activity with customizable charts and KPIs.
Claritysoft CRM Software - From the contact record, view and edit a contacts details.
Claritysoft CRM Software - Opportunity Board (Kanban) View is one of two different view you can toggle between to see your opportunity data.
Claritysoft CRM Software - With Engage, Claritysoft's robust email marketing system, design your own templates from scratch or choose from an extensive library of professionally designed templates you can customize to fit your business.
Claritysoft CRM Software - Claritysoft's versatile mobile app puts data access in the palm of your hand.
View 5 more
Claritysoft CRM Software - Track & analyze sales activity with customizable charts and KPIs.
Claritysoft CRM Software - From the contact record, view and edit a contacts details.
Claritysoft CRM Software - Opportunity Board (Kanban) View is one of two different view you can toggle between to see your opportunity data.
Claritysoft CRM Software - With Engage, Claritysoft's robust email marketing system, design your own templates from scratch or choose from an extensive library of professionally designed templates you can customize to fit your business.
Claritysoft CRM Software - Claritysoft's versatile mobile app puts data access in the palm of your hand.

Features of Claritysoft CRM

  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Scheduling Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Management Software
  • Customer Database
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • For Insurance Industry
  • Forecasting
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Mobile Access
  • Multi-Channel Communication
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Predictive Analytics Software
  • Quotes/Estimates
  • Real-Time Notifications
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Self Service Portal
  • Support Ticket Management
  • Task Management Software
  • Third-Party Integrations
  • Workflow Management Software

Alternatives to Claritysoft CRM

Web-based sales and marketing platform designed to help sales executives manage leads, run email campaigns, and retail customers.
Zendesk Sell is sales CRM software that helps you close more deals.
Bitrix24 is the fastest growing free CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing too.
Avidian transforms Microsoft Outlook into a Sales Pipeline Management and Customer Relationship Management tool for sales teams.
CreamSoda is a sales management solution that helps businesses organize contacts, schedule follow-ups and track current opportunities.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you and your team -- everywhere you work.
The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
PlanPlus Online is an online productivity solution that provides leaders with a planner to plan, execute, and achieve goals.
Pipedrive is an easy-to-implement CRM software tool that helps you focus on the activities that drive deals to close. Learn more about Pipedrive

Reviews of Claritysoft CRM

Average score

Overall
4.5
Ease of Use
4.5
Customer Service
4.7
Features
4.3
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Matthew J
Matthew J
Founder in US
Verified LinkedIn User
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great product, great team! Highly recommended

5.0 5 years ago

Comments: Tremendous. Better than we even anticipated.
I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better.

Pros:

Broad features and functionality, easy enough to customize. Excellent customer service. Claritysoft makes you feel like their most important customer. They also allowed us to reserve some implementation hours. Thanks [SENSITIVE CONTENT HIDDEN] for your service! Mobile, Outlook, and Browser tools.

Cons:

We've very occasionally seen a lag in pages loading in Claritysoft Live As they've transitioned to the cloud based product, there are certain user types available for selection that are deprecated.

Alternatives Considered: HubSpot Marketing Hub , Salesforce Sales Cloud and Bitrix24

Reasons for Choosing Claritysoft CRM: It was time for us to get into a real CRM product and build out workflow and we wanted to make sure we made the right decision.

Switched From: Bitrix24

Reasons for Switching to Claritysoft CRM: Best of all worlds. Claritysoft has the full range of tools including marketing automation and Support desk functions. We aren't using all of the modules yet but will as we continue to scale.

Kristen
Operations Coordinator in US
Financial Services Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Always Growing

4.0 10 months ago

Comments: Great! See above.

Pros:

The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year.

Cons:

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page.

Dave
Regional Sales Manager in US
Plastics, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

Clarity CRM Review

5.0 last month New

Comments: My overall experience has been very positive. When I compare it to the likes of Siebel, Salesforce.com, or Microsoft's version of CRM it's by far and away a much more effective way for me to manage my customers, projects, samples, and opportunities.

Pros:

The software is extremely easy to use and very intuitive. I love that I can download all of my details in Excel or .PDF format.

Cons:

I haven't really run across any issues with CRM.

Samantha
Marketing Manager
Electrical/Electronic Manufacturing, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Clarity Soft Review

3.0 7 years ago

Comments: Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult. One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft. One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.

Pros:

- Administrator able to change some custom fields - Easy to use and easy to learn - Advanced search is great for tracking ROI - Good value for the price - Good technical support

Cons:

- Simple but limiting layout - Glitches in software - Difficult email integration - Poor sales management

Claritysoft Response

6 years ago

Hello Samantha, Thank you for submitting your review of our CRM solution. Claritysoft CRM was developed to be highly customizable and empower users to tailor the interface to meet their specific requirements. Please contact our support and services team and allow us to explore the difficulties you've encounter in closer detail. We are eager to assist and help you overcome any challenges you are experiencing. The customer experience is paramount to us at Claritysoft. It is truly the aspect of our business that all team members are driven by. Our sales staff hold prospective customers in the highest regard and always approach the sales process in a consultative and helpful manner. Your particular account rep at the time is no exception. It is truly frustrating when miscommunications occur and unintended impressions are given. But please rest assured, this account rep is of the highest character and would never intentionally mislead a customer or engage in behavior that would compromise her integrity or that of Claritysoft.

Nettie
Vice President of Sales in US
Transportation/Trucking/Railroad, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Best CRM in the market

5.0 4 months ago

Comments: Exceptional. Will never utilize another CRM moving forward and highly recommend for anyone else seeking a strong CRM.

Pros:

Ease of navigation, search, filter and mass email through Outlook. Dashboard views for all in 1 snapshot of team or individual activity. Automated follow-up features. The onboarding, training and support staff exceeded our expectations. I can call about anything and they are quick to answer and assist directly.

Cons:

Ability to develop reports/charts for tracking sales activity. I'm still learning how to create charts, reports, but wish it was a little easier like the rest of Claritysoft.

Alternatives Considered: HubSpot CRM

Reasons for Choosing Claritysoft CRM: Needed integration with MS Outlook, ease of use, navigating and KPI performance.

Switched From: LoadMaster and Microsoft Excel

Reasons for Switching to Claritysoft CRM: The staff, the CRM features and the reasonable pricing.