Claritysoft CRM
User-friendly customer relationship management software
4.5 /5 (80 reviews) Write a Review!Claritysoft CRM Overview
What is 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.
Claritysoft CRM Overview
Pricing
Pricing options
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
Media
Claritysoft CRM Reviews
Claritysoft CRM Reviews
Great product, great team! Highly recommended
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.
Simple Intuitive Control of Customer Relationships with Claritysoft CRM
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!
It's everything you need when work takes you away from the office; yet maintain daily funtions
Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN]
who is in the billing department is so helpful, understanding, and has a great personality.
A non user friendly CRM system that falls short of basic needs
After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales.
Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning.
I would not recommend this company.
Customer data is safe and we know what, who and where.
Supported well with great, timely and knowledgeable customer service. Priced right for an easily customizable CRM. Gives us the peace of mind that our data is secure, yet accessible from any platform.
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Great product, great team! Highly recommended
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.
Simple Intuitive Control of Customer Relationships with Claritysoft CRM
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.
It's everything you need when work takes you away from the office; yet maintain daily funtions
Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN]
who is in the billing department is so helpful, understanding, and has a great personality.
Pros
User friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time.
Cons
Haven't came across anything yet. All good stuff
A non user friendly CRM system that falls short of basic needs
After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales.
Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning.
I would not recommend this company.
Pros
Quotation templates look professional, overall appearance of the dashboard can be customized to each user.
Cons
This system is not user friendly, making changes requires a tech savvy employee, ideally one who can code- even their own support needed to get help 3 times just to add a form to our website that would filter leads directly into the system. We had employees refuse to use it because they were so frustrated.
None of the modules connect so if you have one lead, you will have that information in 3 places and if you need to update it you will need to change it in each place it appears- so a simple edit takes minutes instead of seconds. Further, this causes a lot of inaccurate data so getting accurate sales reports and close ratios becomes next to impossible without a lot of manual checking and data reconciliation.
Response from Claritysoft
Designing an intuitive and robust CRM solution was our top priority when creating Claritysoft CRM. We pride ourselves in meeting the workflow needs of thousands of satisfied users with unparalleled flexibility. It is frustrating and disheartening on the rare occasion that we hear of users who have experienced difficulty with our solution. Although it's impossible to respond to the specifics of an anonymously leveled critique such as this, we take great exception to details within, and feel it is inaccurate and highly misrepresentative. Ethics in Business and Customer Service are cornerstones of Claritysoft's core philosophy. We bend over backwards to accommodate all of our customers.
Reviews are an important source of valuable information and can be an immense help to buyers during the decision-making process. If you are conducting research into CRM solutions for your organization, we would ask that you consider the overwhelmingly positive Claritysoft reviews posted here on Capterra.
Customer data is safe and we know what, who and where.
Supported well with great, timely and knowledgeable customer service. Priced right for an easily customizable CRM. Gives us the peace of mind that our data is secure, yet accessible from any platform.
Pros
We needed a safe place to keep client data and be able to analyze data for sales decisions going forward. We tried another company and were just frustrated until we found Claritysoft. They have great customer service, and we have customized with ease. We were up and running in a matter of days. We feel confident that out data is safe and secure, yet available from any platform being used in our insurance sales process.
Cons
In the sale of insurance we receive commissions. We would like to be able to go into a contact, list the sale as placed and paid. Post the commission amount from a drop down list of sources. Amounts would vary.
Response from Claritysoft
Hi Darcel,
Thank you for your feedback! Your review is greatly appreciated.
If I correctly understand what you wish to accomplish with varied commission rates for different sources, you may be able to accomplish this by utilizing calculated custom fields. For additional details, please contact our support team.
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Claritysoft CRM Pricing
Claritysoft CRM Pricing
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.
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.
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Claritysoft CRM Features
Claritysoft CRM Features
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Categories
Categories
Additional information for Claritysoft CRM
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 FAQs
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: $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:
Small Business, Large Enterprises, Mid Size 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 365, Microsoft Outlook, QuickBooks Online Advanced, Zapier
Q. What level of support does Claritysoft CRM offer?
Claritysoft CRM offers the following support options:
Online Support, FAQs, Phone Support, Knowledge Base, Video Tutorials
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.