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.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Images

    Track & analyze sales activity
    Add contact details
    Search & review activities
    Organize online calendar
    Generate accurate quotes
    Manage user access controls
    One CRM on all platforms
    Utilize Claritysoft CRM's mobile-friendly design
    View 9 more
    Claritysoft CRM video Claritysoft CRM screenshot: Track & analyze sales activity Claritysoft CRM screenshot: Add contact details Claritysoft CRM screenshot: Search & review activities Claritysoft CRM screenshot: Organize online calendar Claritysoft CRM screenshot: Generate accurate quotes Claritysoft CRM screenshot: Manage user access controls Claritysoft CRM screenshot: One CRM on all platforms Claritysoft CRM screenshot: Utilize Claritysoft CRM's mobile-friendly design

    Features

    Total features of Claritysoft CRM: 99

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Ad hoc Reporting
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling Software
    • Assignment Management
    • CRM Software
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Management
    • Campaign Management Software
    • Channel Management Software
    • Collaboration Tools
    • Commission Management
    • Configurable Workflow
    • Contact Database
    • Contact Management Software
    • Contract/License Management
    • Conversion Tracking
    • Customer Accounts
    • Customer Database
    • Customer History
    • Customer Segmentation
    • Customizable Branding
    • Customizable Categories
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Dashboard Creation
    • Data Import/Export
    • Data Visualization Software
    • Document Management Software
    • Document Storage
    • Drag & Drop
    • Email Management Software
    • Email Marketing Software
    • Email Templates
    • Email Tracking Software
    • Event Management Software
    • Field Sales Management
    • Forecasting
    • Historical Reporting
    • Interaction Tracking
    • Interaction Tracking
    • Internal Chat Integration
    • Knowledge Base Management
    • Lead Capture Software
    • Lead Distribution
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Segmentation
    • Mail Merge
    • Marketing Automation Software
    • Meeting Management
    • Microsoft Outlook Integration
    • Mobile Access
    • Offline Access
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Product Catalog
    • Project Management Software
    • Proposal Generation
    • Prospecting Tools
    • Quotes/Estimates
    • Real Time Notifications
    • Recurring Tasks
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Sales Automation
    • Sales Forecasting Software
    • Sales Orders
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Secure Data Storage
    • Segmentation
    • Self Service Portal
    • Source Tracking
    • Tagging
    • Task Management Software
    • Task Progress Tracking
    • Task Scheduling
    • Template Management
    • Territory Management
    • Third Party Integrations
    • To-Do List
    • Web Forms
    • Workflow Management Software

    Alternatives

    Zoho CRM

    4.2
    #1 Alternative to Claritysoft CRM
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Salesforce Sales Cloud

    4.4
    #2 Alternative to Claritysoft CRM
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Insightly

    3.9
    #3 Alternative to Claritysoft CRM
    Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

    Pipedrive

    4.5
    #4 Alternative to Claritysoft CRM
    Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

    Reviews

    Overall rating

    4.5 /5
    (91)
    Value for Money
    4.7/5
    Features
    4.2/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.7/5

    Already have Claritysoft CRM?

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

    Write a Review!
    Showing 5 reviews of 91
    Matthew j K.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Great product, great team! Highly recommended

    Reviewed on 2019-08-12

    Tremendous. Better than we even anticipated.
    I've used Bitrix, Insightly, Hubspot, and Salesforce...

    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.

    Davina F.
    Overall rating
    • Industry: Construction
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    The easiest to setup and run

    Reviewed on 2021-03-02

    Overall Claritysoft has been well worth it. We've streamlined so many processes and look forward to...

    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.

    Samantha T.
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Clarity Soft Review

    Reviewed on 2017-01-17

    Overall this software is very easy to use, has a simple menu bar and a good layout. It was not...

    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

    Response from Samantha

    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.

    Dan D.
    Overall rating
    • Industry: Printing
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Saving your bacon

    Reviewed on 2021-02-25

    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..

    Rondle D.
    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 Software
    • 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.

    Showing 5 reviews of 91 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$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.

    We do not have any information about Claritysoft CRM features

    Claritysoft CRM has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    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 Software, Phone Support, Chat

    Related categories

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