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.
Pricing starting from:
US$39,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Claritysoft CRM
Key benefits of Claritysoft CRM
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Markets
Canada, United States
Supported Languages
English
Pricing starting from:
US$39,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Claritysoft CRM
Images
Features
Total features of Claritysoft CRM: 92
Alternatives
Pipedrive
AgencyBloc
Salesforce Service Cloud
Prophet CRM
Reviews
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- 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.
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!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.- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
A Good Product, Easy to Use
Reviewed on 2020/06/18
It is easy for multiple people to use and enter/update data.
It is easy for multiple people to use and enter/update data.
Pros
I was impressed with it's clear layout. It was easy to set up and use on a daily basis.
Cons
This is not an exact fit for out needs, but was close enough and the customer support is great. It it hard to separate the caller accounts from the business accounts. We take calls and refer them to places around the country for followup. Both the caller and the business site end up in the same list of accounts. We can use filters, but it seems having different terms and lists would be good.
Alternatives Considered
Dynamics 365Reasons for Choosing Claritysoft CRM
Our 20 year old software that managed these relationships was being replaced. We needed a new product to manage it.Switched From
Dynamics 365Reasons for Switching to Claritysoft CRM
Ease of use. CostResponse from Claritysoft
Hi Douglas,
Thank you for your review! We sincerely appreciate your feedback.
Regarding your need to distinguish between caller and business accounts, Clarity CRM offers a feature called Custom Record Types which allows you to create multiple types of records within a given module. This functionality should meet your need to differentiate between caller and business accounts within the accounts module. In addition, you can customize the screen layout of each record type to reflect specific details. Custom Record Types are available in Clarity CRM Enterprise. For additional details, please contact your account manager.
- 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.
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.
- Industry: E-Learning
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Excellent CRM for the value
Reviewed on 2022/11/22
Claritysoft has been an integral part of my sales process. It has helped me to stay on task, have...
Claritysoft has been an integral part of my sales process. It has helped me to stay on task, have timely follow-up, and keep track of my database.
Pros
I find Claritysoft very easy to use and learn, it is very intuitive. I also find their customer service team to be top notch.
Cons
The only item I would potentially improve on are ease of reporting.
- Industry: Nanotechnology
- Company size: Self Employed
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
A solution to truly fit my growing needs
Reviewed on 2020/03/31
I started with ClaritySoft because I could see a spike of activity coming in my business and I...
I started with ClaritySoft because I could see a spike of activity coming in my business and I needed a safe place to organize my contacts and notes. I am so glad I made the move when I did. I am learning better how to work with it everyday and am learning to make it part of my daily work-flow. I have to say that the sales & support staff make you feel so welcome - like they really have your back. The fact that they truly listen and encourage questions make a big difference for me - making me feel better about using ClaritySoft everyday now and into the future.
Pros
ClaritySoft is flexible in how it works and how it looks on the screen - all of which impact its effectiveness for my own purposes. I have been able to configure it to do what I need and am confident knowing that I can amend things if I need to and there is lots more horsepower to reach when I need it.
Cons
I had some challenges with an import (with notes), but I also realize that there are limitations to CSV importing notes - and that is just the way it is.
Alternatives Considered
OdooReasons for Choosing Claritysoft CRM
I found it inflexible and if did not allow a very specific customization that was important to me - which ClaritySoft was able to make work for me - allowing me to use personal & business in the same work-flow - but securely separating my personal data - to be viewed by me alone.Switched From
InsightlyReasons for Switching to Claritysoft CRM
It was suggested for me by a colleague - but it proved to be much too heavy an application for my modest needsClaritysoft 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. Who are the typical users of Claritysoft CRM?
Claritysoft CRM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000
Q. What languages does Claritysoft CRM support?
Claritysoft CRM supports the following languages:
English
Q. Does Claritysoft CRM support mobile devices?
Claritysoft CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Claritysoft CRM integrate with?
Claritysoft CRM integrates with the following applications:
Gmail, Google Calendar, Microsoft 365, Microsoft Outlook, QuickBooks Online Advanced, Zapier
Q. What level of support does Claritysoft CRM offer?
Claritysoft CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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