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Claritysoft CRM Pricing, Features, Reviews and Alternatives

Claritysoft CRM product 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.

Key benefits of using 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

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

    Training options

    In Person
    Documentation
    Live Online
    Webinars
    Videos

    Claritysoft CRM pricing information

    Value for money

    4.7

    /5

    102

    Starting from

    $

    39

    /momonth
    Per Feature

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Claritysoft CRM features

    Functionality

    4.2

    /5

    102
    Total Features97 4 categories

    Most valued features by users

    Reporting/Analytics
    API
    Email Marketing
    Reporting & Statistics
    Alerts/Notifications
    Third Party Integrations
    Data Import/Export
    Activity Dashboard

    Functionality contenders

    Claritysoft CRM users reviews

    Overall rating

    4.5

    /5

    102

    Positive reviews

    95%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.78/10
    Rating distribution

    5

    4

    3

    2

    1

    57

    40

    3

    1

    1

    Pros
    The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.

    KH

    Kelly H.

    I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.

    Jeff H.

    You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.

    JH

    Jim H.

    Cons
    The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.

    MW

    Matt W.

    We had employees refuse to use it because they were so frustrated.

    AR

    Anonymous Reviewer

    Early on in our use of ClaritySoft, we had a problem that needed to be addressed.

    JV

    John V.

    Overall rating contenders

    Overall Rating

    Wow - this might be the right CRM system for you!

    Reviewed 6 months ago

    Transcript

    Eric H.: Hello, my name is Eric. I am a senior sales engineer, and our industry is manufacturing. And...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great product, great team! Highly recommended

    Reviewed 2 years ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    Great software for our organization!

    Reviewed 3 months ago

    My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly.

    Pros

    As an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.

    Cons

    As I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend5/10

    Share this review:

    Clarity Soft Review

    Reviewed 5 years ago

    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...

    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

    Vendor response

    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...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    The easiest to setup and run

    Reviewed 5 months ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Saving your bacon

    Reviewed 5 months ago
    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..

    Claritysoft CRM FAQs and common questions

    Claritysoft CRM has the following pricing plans:
    Starting from: $39.00/month
    Pricing model: Subscription
    Free Trial: Available


    Claritysoft CRM has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business


    Claritysoft CRM supports the following languages:
    English


    Claritysoft CRM supports the following devices:
    Android, iPhone, iPad


    Yes, Claritysoft CRM has an API available for use.


    Claritysoft CRM integrates with the following applications:
    Microsoft Outlook, Zapier, QuickBooks Online Advanced, Gmail, Microsoft 365, Google Calendar


    Claritysoft CRM offers the following support options:
    Phone Support, Email/Help Desk, Chat, Knowledge Base, FAQs/Forum

    Related categories