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.

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.

Claritysoft CRM Details

Claritysoft

http://www.claritysoft.com

Founded 2010

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Claritysoft CRM pricing overview

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


Starting Price

US$39.00/month

Free Version

No

Free Trial

Yes

Claritysoft CRM deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base Software
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training Software

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Claritysoft CRM Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
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  • Contact Database
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  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
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  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting Software
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management Software

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  • Customer Segmentation
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  • Customizable Scoring
  • Customizable Templates
  • Data Enrichment
  • Demographic / Firmographic Data
  • Document Storage
  • Drag & Drop
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  • Interaction Tracking
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  • Lead Distribution
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  • Lead Nurturing Software
  • Lead Qualification
  • Multiple Scoring Models
  • Opportunity Management
  • Pipeline Management
  • Predictive Analytics Software
  • Prioritization
  • Process/Workflow Automation
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  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
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  • Sales Trend Analysis
  • Search/Filter
  • Social Media Integration
  • Task Management Software
  • Third Party Integrations
  • Web Forms
  • Workflow Management Software

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Call Management
  • Campaign Management Software
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  • Commission Management
  • Contact Database
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  • Contract/License Management
  • Customer Database
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  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
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  • Email Templates
  • Email Tracking Software
  • Field Sales Management
  • Forecasting
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting Software
  • Sales Reports
  • Sales Trend Analysis
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

View full list of Sales Force Automation Software

Claritysoft CRM Alternatives

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Claritysoft CRM Reviews

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.6
Customer Service Software 4.7
Features 4.2
Value for Money 4.7

Review software

Share your experiences with other software buyers.

Write a Review!
Matthew j K.
Founder
Information Technology & Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019-08-12

"Great product, great team! Highly recommended"

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.

  • Reviewer Source 
  • Reviewed on 2019-08-12
Kelly H.
Finance and Operations Specialist
Education Management, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2021-04-21

"Great software for our organization!"

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.

  • Reviewer Source 
  • Reviewed on 2021-04-21
Samantha T.
Marketing Manager
Electrical/Electronic Manufacturing, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
    3 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    3 /5
  • Customer Support Software
    3 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2017-01-17

"Clarity Soft Review"

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

Vendor Response

by Samantha on 2018-08-01

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.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2017-01-17
Dan D.
Sales
Printing, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021-02-25

"Saving your bacon"

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..

  • Reviewer Source 
  • Reviewed on 2021-02-25
Davina F.
Executive Administrator
Construction, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    3 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2021-03-02

"The easiest to setup and run"

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.

  • Reviewer Source 
  • Reviewed on 2021-03-02