Claritysoft CRM

Claritysoft CRM

User-friendly customer relationship management software

About Claritysoft CRM

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.


Key benefits of Claritysoft CRM

  • 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.

  • 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 see your opportunity data.
    Claritysoft CRM Software - Manage user access controls.
    Claritysoft CRM Software - Claritysoft's versatile mobile app gives you data access on the road.
    Claritysoft CRM Software - With Claritysoft Mobile, easily customize data presentation to meet your needs when you're out of the office.
    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 - Engage Analytics gives you deep insights into how customers are engaging with your email campaigns.
    View 9 more
    Claritysoft CRM video
    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 see your opportunity data.
    Claritysoft CRM Software - Manage user access controls.
    Claritysoft CRM Software - Claritysoft's versatile mobile app gives you data access on the road.
    Claritysoft CRM Software - With Claritysoft Mobile, easily customize data presentation to meet your needs when you're out of the office.
    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 - Engage Analytics gives you deep insights into how customers are engaging with your email campaigns.

    Not sure about Claritysoft CRM? Compare with a popular alternative

    Claritysoft CRM

    4,5 (167)
    VS.
    Highly reviewed

    Starting Price

    US$49,00
    month
    US$25,00
    month

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    88
    199

    Integrations

    6
    22

    Ease of Use

    4,5 (167)
    4,1 (754)

    Value for Money

    4,7 (167)
    4,1 (754)

    Customer Service

    4,7 (167)
    4,2 (754)
    Green rating bars show the winning product based on the average rating and number of reviews.

    Alternatives

    Salesforce Service Cloud

    4,4
    #1 Alternative to Claritysoft CRM
    Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your...

    Pipedrive

    4,5
    #2 Alternative to Claritysoft CRM
    Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

    AgencyBloc AMS+

    4,8
    #3 Alternative to Claritysoft CRM
    AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations...

    Prophet CRM

    4,1
    #4 Alternative to Claritysoft CRM
    Getting Prophet CRM for Outlook Means: No more switching between Outlook and your CRM No redundancy, no syncing, no...

    Reviews

    Overall rating

    4,5 /5
    (167)
    Value for Money
    4,7/5
    Features
    4,3/5
    Ease of Use
    4,5/5
    Customer Support
    4,7/5

    Already have Claritysoft CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 167
    Marie
    Marie
    Overall rating
    • Industry: Hospitality
    • Company size: 51–200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    The most attentive support team! Genuine concern their product fits your specific needs.

    Reviewed on 2018/04/10

    Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User...

    Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User friendly, customized to our needs - all at an exceptionally low cost. ANY organization or company can afford this CRM.

    Pros

    Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar!

    Cons

    I have NONE. The entire ClarifySoft Team is supportive with quick responses. The only con I have is that I didn't find this CRM sooner.

    Rondle
    Overall rating
    • Industry: Internet
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Customer Service and Search are Top Notch!

    Reviewed on 2021/02/20

    The best and most customizable ! If you really want to search your data in any complexity, and...

    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.
    Heather
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Inexpensive, user friendly, but does not have the bells and whistles we need.

    Reviewed on 2020/12/12

    Pros

    Inexpensive, user friendly, has built in marketing and tickets, settings are easy to manage, and setup was easy.

    Cons

    Does not have automation or integrations for platforms we use like constant contact, social media, website management etc. You have to use Zapier, which I do no like to use. Even that option does not have the best workarounds.

    Alternatives Considered

    Salesforce Sales Cloud and HubSpot CRM

    Reasons for Switching to Claritysoft CRM

    cost - we are a start up business.

    Response from Claritysoft

    Hi Heather thank you for your feedback.
    Clarity CRM's feature set is robust and thorough. But you are right, it doesn't do everything. However, the features we do offer consistently exceed the features offered by other CRM vendors at this price point. Additionally, by-and-large the features you mentioned don't tend to be offered by other CRM platforms at this value level. Clarity CRM is actually quite adept at integrating with other platforms and services. It is something we do on a regular basis for many of our customers with special requirements. Achieving the integration you want may be accomplished using Claritysoft's API technology. Contact our support department. They would be eager to explore integration options with you.

    Flavia
    Overall rating
    • Industry: Leisure, Travel & Tourism
    • Company size: 51–200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Basic CRM that helps with basic CRM

    Reviewed on 2024/02/08

    Pros

    Activities reminders are helpful. Been able to click on the links for itineraries and group help too. There is not too many things I'm fond of the CRM

    Cons

    Clrity soft is integrated with our Order admin system. I have seen that in that integration sometimes when we submit orders, claritysoft does not capture all the data that we put in our form. Sometimes it does, which makes it inconvenient to have to contact another co worker about the missing information. There is no color system I can use with the Stage. This could be beneficial for people that has ADHD like me.
    Also, Claritysoft contact management is not the best in the sense that every lead is created, even if it is a repeat, creates a new contact and that creates too many duplicates. There should be a way it can detect is the same person.

    We need ways that the notes can add color, bold, italica and things like that. All plain notes are not the best.

    David
    Overall rating
    • Industry: Banking
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Claritysoft - An Affordable CRM & Awesome Team!

    Reviewed on 2020/07/07

    I had trouble in the past tracking clients and the various stages of the sales process. With...

    I had trouble in the past tracking clients and the various stages of the sales process. With Claritysoft, I have been able to customize the sale stages, easily add emails and notes and better track the clients. Addtionally, I have been able to organize and clean-up the account records and making the information more functional and easy to manipulate. I use the Outlook Plug-in daily, this is one of the best features of Claritysoft and has been a huge time saver for me!

    Pros

    There are many features within Claritysoft which make the software very functional and easy to customize to fit the company. The ability to customize Claritysoft, ie. adding categories, drop-down list, etc. makes the software very functional. With limited CRM use in the past, I found the Claritysoft easy to customize and use. The implementation specialist [SENSITIVE CONTENT HIDDEN] has been awesome to work with; she is patient and makes sure we understand the software as we worked together customizing and implementing to fit the company's needs.

    Cons

    The one Cons; when downloading accounts and contacts from an excel spreadsheet it can be a difficult mapping and understanding all the different fields. With the help on my implementation specialist, I better understand the concept, but it still can be over-whelming and confusing.

    Alternatives Considered

    Pipedrive, Dynamics 365 and Nimble

    Reasons for Choosing Claritysoft CRM

    HubSpot CRM we could not customize to meet the company needs. The company was paying for software which was difficult to use and rarely used because it did not fit our company. We knew we needed a better CRM and began looking for an affordable alternative. After completing our search, we spoke with [SENSITIVE CONTENT HIDDEN] regarding Claritysoft. [SENSITIVE CONTENT HIDDEN] took the time to understand the company's needs and suggested and setup a demo of the software. We were impressed with the software, and like we could work with an implementation specialist on customizing the software and provide CRM training. The key to selecting Claritysoft was having an implementation specialist to work with which also sped-up the learning curve. We have been very happy with our decision to go with Claritysoft!

    Switched From

    Pipedrive, Dynamics 365 and Nimble

    Reasons for Switching to Claritysoft CRM

    The professionalism of [SENSITIVE CONTENT HIDDEN] and the customization of the software made our decision to go with Claritysoft very easy. [SENSITIVE CONTENT HIDDEN] was not high-pressured, she took time to answer ever question. As mentioned previously, Claritysoft is affordable, and having an implementation specialist was very important to assure the software was customized and implemented to meet our company's needs and objectives.
    Showing 5 reviews of 167 Read all reviews

    Claritysoft CRM FAQs

    Below are some frequently asked questions for Claritysoft CRM.

    Claritysoft CRM offers the following pricing plans:

    • Starting from: US$49,00/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 $49 per user/month, billed annually.

    Claritysoft CRM has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

    Claritysoft CRM supports the following languages:

    English

    Claritysoft CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Claritysoft CRM integrates with the following applications:

    Gmail, Google Calendar, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Zapier

    Claritysoft CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for Claritysoft CRM.