Claritysoft CRM

Claritysoft CRM

User-friendly customer relationship management software

4.3/5 (60 reviews)

Claritysoft CRM Overview

Claritysoft CRM is a customer relationship management software designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM offers SMBs and large enterprises a single and centralized platform from which to manage customer contacts, accounts and sales activity. Incorporating scheduling, tracking & searching functionality, Claritysoft CRM aims to deliver a smart CRM solution.

In order to manage customer relationships effectively, Claritysoft CRM equips users with the tools to add contacts, notes and activities easily. By centralizing customer information, Claritysoft CRM enables users to access important customer details quickly and conveniently. To enhance user productivity, Claritysoft CRM allows users to import, export and segment accounts as well as add custom fields and generate account reports.

Besides contact management, Claritysoft CRM facilitates efficient activity management by allowing users to schedule tasks, to-dos and activity reminders. With an online calendar, Claritysoft CRM permits users to create and share details of meetings, appointments and events. Further to team activity management, Claritysoft CRM enables users to manage leads, sales and pipeline activity straightforwardly with data import, export and tracking technology.

Claritysoft CRM employs an email marketing module which allows users to create and send branded professional mass emails to customers simply using email templates. With email tracking functionality, users can gain valuable insight into their marketing performance by analyzing and evaluating email correspondence analytics. Furthermore, with the Claritysoft CRM price quotes feature, users can produce accurate quotes and proposals.

Pricing

Starting from
US$39,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Claritysoft CRM Reviews

Overall rating
4.3/5
95% positive reviews
30
Excellent
27
Very good
3
Average
0
Poor
0
Terrible
Davina F.

Simple Intuitive Control of Customer Relationships with Claritysoft CRM

Used Daily for 1+ year
Reviewed on 2019/08/20
Review Source: Capterra

Claritysoft has revolutionized our customer relationship management. We previously used Salesforce, but received no support and their system became expensive and complicated. After switching to Claritysoft we were able to easily create routine communications, manage calendars more efficiently, create business rules to remind associates of the small things, easily establish template emails and much more.
Our clients actually thank us for communications and compliment the simplicity of the communication.
Claritysoft's tech support rocks! They are the best. No question is too small . They always find a solution and follow-up. AMAZING!

Pros

The greatest benefits of Claritysoft include: simplicity, intuitive nature, webinars and help functionality and a tech support team that actually performs!

Cons

The greatest challenge with Claritysoft is the downfall of all database management systems: they take time to learn and garbage in equals garbage out.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Matthew j. K.

Great product, great team! Highly recommended

Used Daily for 6-12 months
Reviewed on 2019/08/12
Review Source: Capterra

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 Linda 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Mark S.

Claritysoft CRM-A Very Good CRM System

Used Daily for 1+ year
Reviewed on 2016/07/19
Review Source: Capterra

Claritysoft CRM has most all of the features of much more well known and pricier CRM products at a much lower price point.

We tried out about 7 different CRM systems during our evaluation period and found that Claritysoft had by far the best bang for the buck. We took advantage of each product's free 14-30 day trial and put each product through some fairly rigorous testing. We attempted to develop a standardized trial process that gave us an idea of ease of use and functionality of each product that we tested. We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities. We also manually entered contacts, accounts, opportunities and quotes. Any questions that we had were very quickly addressed by our Account Manager, Matt Welch, and their Technical Support Team.

We are a fairly small company and as such, only have a need for a few licenses. I have never gotten the feeling that our account was not worth as much as much larger organizations with many more users. I have dealt the Founder, our Account Manager, Accounting and all of their Technical Support Engineers and in each and every case have been made to feel like I am their most important customer.

Pros

The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet.

Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings.

The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around".

As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

Cons

We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies).

Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Laurence C.

Developed for high frequency calls - Outstanding customer service.

Used Daily for 6-12 months
Reviewed on 2018/04/05
Review Source: Capterra

This has massively improved our sales.

Pros

We moved over from Saleforce where we were able to average 75 calls per day per person - Claritysoft has enabled us to increase the number of calls per sales person per day to 120 whilst capturing all of the relevant data and ensuring that all sales opportunities are followed up until completion.

We tested four other CRMs including using Salesforce, which we used for a year - financially it was a black hole and the service was beyond horrendous. It was a joke. So we were very focused on customer service when moving to a new CRM and we have had a very good experience with Claritysoft. Their support team have ensured that we have a customed CRM designed for our needs. There were one or two delays in setting up our reporting, but the team at Claritysoft just used this as an opportunity to further prove their commitment to our company by going above and beyond to create an accurate and detailed reporting system.

One thing that I will say is that we are based in London, we are not a US Firm and we are not use to having a tech company so focused on the client experience. They offer time and support in a very understanding manner and the fact that they are based in the US means that we can communicate with them daily until around 11pm every day.

I do not believe I have ever reviewed another company before however, the product is excellent and allows you to speed dial and the service is the best we have come across.

Cons

I would like to add further lead status updates to the Log Activity menu because when we want to change the lead status we have to go to one additional page.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Robin R.

Claritysoft Review

Used Daily for 2+ years
Reviewed on 2019/08/20
Review Source: Capterra

The CRM is very helpful to our Sales team. It helps them track leads, account activities, reminders to contact prospects/customers, estimated sales, etc. The Claritysoft customer service and sales team are great to work with as well.

Pros

Very user friendly. Customer service is very helpful and always available to assist. Helps track sales, opportunities, follow-ups, etc. Easy

Cons

Training videos are not listed in an order that makes sense fora new user to follow. E-mails sent to customers are not shown as a "touch", so you can't always identify or run a report showing the last time you connected with a customer. Product dictionaries could use an upgrade so you can move items around easily.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Claritysoft CRM Pricing

Starting from
US$39,00/month
Pricing options
Free Trial
Subscription
Value for money

Choose the Claritysoft CRM pack that's right for you. With 3 versions available, and the option of adding individual features as needed, you can tailor your CRM solution to your exact specifications. Get your work done without paying for functionality you don't need and won't use.
Start with the already robust and comprehensive Professional Pack, or the expanded and broad Accelerator Pack, and add more features as needed. Or explode into action with the complete CRM Suite. A full arsenal of Claritysoft's all-encompassing, powerful and extensive tools, including Claritysoft's outstanding Marketing, Projects and Help Desk Modules. With Claritysoft CRM you'll find, or create the exact CRM you need. Pricing starts at $39 per user/month, billed annually.

Claritysoft CRM Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Mobile Integration
  • Reminders
  • Reporting & Statistics
  • Third Party Integration

  • Customer Database
  • Electronic Payments
  • Real Time Data
  • Social Media Integration

Additional information for Claritysoft CRM

Key features of Claritysoft CRM

  • Activity management
  • Activity reminders
  • Activity steam workflow
  • Activity tracking
  • Appointment management
  • Assignment management
  • Calendar management
  • Campaign management
  • ClarityCRM mobile
  • Collaboration tools
  • Contact database
  • Contact management
  • Custom fields
  • Customer accounts
  • Customer portal
  • Customer segmentation
  • Customer support
  • Customizable branding
  • Customizable categories
  • Customizable dashboards
  • Customizable fields
  • Customizable reporting
  • Customizable sales process
  • Customizable templates
  • Data filtering
  • Data import
  • Data import/export
  • Document management
  • Drag & drop email designer
  • Email marketing
  • Email monitoring
  • Email templates
  • Email tracking
  • Event management
  • Group edit
  • Interaction tracking
  • Lead management
  • List management
  • Marketing automation
  • Meeting management
  • Microsoft Outlook integration
  • Microsoft Word mail merge
  • Offline access
  • Opportunities management
  • Pipeline management
  • Price books
  • Product catalog
  • Project management
  • Proposal generation
  • Quotation management
  • Quote management
  • Referral tracking
  • Relationship tracking
  • Reporting & statistics
  • Role-based permissions
  • Sales analytics
  • Sales automation
  • Sales forecasting
  • Sales orders
  • Sales reporting
  • Sales tracking
  • Search functionality
  • Secure data storage
  • Sync with Microsoft Outlook
  • Tagging
  • Task management
  • Task scheduling
  • Task tracking
  • Template management
  • Territory management
  • To-do list
  • Web forms / landing pages

Benefits

  • Claritysoft CRM offers a mobile-friendly design, affording users the flexibility to access their calendar, generate a price quote or assign an activity while on the move.

  • Thanks to the software's offline capabilities, Claritysoft CRM users can add tasks, meetings and notes without internet connectivity.

  • Claritysoft CRM employs role-based access control, serving to restrict access to sensitive CRM data and control the functions team members can perform.

  • Claritysoft CRM supports Outlook, Gmail and Zapier integration, and provides powerful API functionality.

  • Claritysoft CRM includes inbuilt email marketing templates and a drag and drop email designer, providing users with the tools to create and send professional marketing emails quickly and easily.

  • Claritysoft CRM FAQs

    Below are some frequently asked questions for Claritysoft CRM.

    Q. What type of pricing plans does Claritysoft CRM offer?

    Claritysoft CRM offers the following pricing plans:

    Starting from: US$39,00/month

    Pricing model: Subscription

    Free Trial: Available

    Choose the Claritysoft CRM pack that's right for you. With 3 versions available, and the option of adding individual features as needed, you can tailor your CRM solution to your exact specifications. Get your work done without paying for functionality you don't need and won't use.
    Start with the already robust and comprehensive Professional Pack, or the expanded and broad Accelerator Pack, and add more features as needed. Or explode into action with the complete CRM Suite. A full arsenal of Claritysoft's all-encompassing, powerful and extensive tools, including Claritysoft's outstanding Marketing, Projects and Help Desk Modules. With Claritysoft CRM you'll find, or create the exact CRM you need. Pricing starts at $39 per user/month, billed annually.

    Q. What are the main features of Claritysoft CRM?

    Claritysoft CRM offers the following features:

    • Activity management
    • Activity reminders
    • Activity steam workflow
    • Activity tracking
    • Appointment management
    • Assignment management
    • Calendar management
    • Campaign management
    • ClarityCRM mobile
    • Collaboration tools
    • Contact database
    • Contact management
    • Custom fields
    • Customer accounts
    • Customer portal
    • Customer segmentation
    • Customer support
    • Customizable branding
    • Customizable categories
    • Customizable dashboards
    • Customizable fields
    • Customizable reporting
    • Customizable sales process
    • Customizable templates
    • Data filtering
    • Data import
    • Data import/export
    • Document management
    • Drag & drop email designer
    • Email marketing
    • Email monitoring
    • Email templates
    • Email tracking
    • Event management
    • Group edit
    • Interaction tracking
    • Lead management
    • List management
    • Marketing automation
    • Meeting management
    • Microsoft Outlook integration
    • Microsoft Word mail merge
    • Offline access
    • Opportunities management
    • Pipeline management
    • Price books
    • Product catalog
    • Project management
    • Proposal generation
    • Quotation management
    • Quote management
    • Referral tracking
    • Relationship tracking
    • Reporting & statistics
    • Role-based permissions
    • Sales analytics
    • Sales automation
    • Sales forecasting
    • Sales orders
    • Sales reporting
    • Sales tracking
    • Search functionality
    • Secure data storage
    • Sync with Microsoft Outlook
    • Tagging
    • Task management
    • Task scheduling
    • Task tracking
    • Template management
    • Territory management
    • To-do list
    • Web forms / landing pages

    Q. Who are the typical users of Claritysoft CRM?

    Claritysoft CRM has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Claritysoft CRM support?

    Claritysoft CRM supports the following languages:

    English

    Q. What type of pricing plans does Claritysoft CRM offer?

    Claritysoft CRM has the following pricing plans:

    Subscription

    Q. Does Claritysoft CRM support mobile devices?

    Claritysoft CRM supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Claritysoft CRM integrate with?

    Claritysoft CRM integrates with the following applications:

    CEIPAL TalentHire, Gmail, Google Calendar, Kuebix TMS, Microsoft Outlook, Office 365, QuickBooks, Zapier

    Q. What level of support does Claritysoft CRM offer?

    Claritysoft CRM offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials