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Claritysoft CRM Logo
Claritysoft CRM
4.5
(167)

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User-friendly customer relationship management software

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(11)

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Claritysoft CRM Features

Features Summary

Functionality

4.3

/5

167

Total features

88

10 categories

Claritysoft CRM features

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Assignment Management

Common features of Lead Management software

API
Activity Dashboard
Alerts/Notifications
CRM
Calendar Management
Campaign Management
Contact Management
Customizable Fields

Price starts from

49

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.3

/5

167

Price starts from

49

/user

Per month

visit website

Total Features

88

Unique features

  • No unique features

Functionality

4.4

/5

18.3K

Price starts from

25

/user

Per month

visit website

Total Features

192

Features in Common

85

Unique features

  • Visual Analytics

  • Cataloging/Categorization

  • For Sales Teams/Organizations

  • Shared Contacts

Functionality

4.3

/5

6.6K

Price starts from

20

/user

Per month

visit website

Total Features

201

Features in Common

85

Unique features

  • Text Analysis

  • Correlation Analysis

  • Goal Setting/Tracking

  • Social Media Integration

Common Claritysoft CRM comparisons

Reviewers who mentioned features said:

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Marie W.

Hospitality, 51-200 employees

Used daily for 1-2 years

Review source

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

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

Reviewed 6 years ago

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.

RD
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Rondle D.

Internet, 1-10 employees

Used daily for 1-2 years

Review source

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

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Customer Service and Search are Top Notch!

Reviewed 3 years ago

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!...

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.

HF
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Heather F.

Hospital & Health Care, 11-50 employees

Used daily for 1-2 years

Review source

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

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

Reviewed 3 years ago
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.

Vendor response

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.

FS
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Flavia S.

Leisure, Travel & Tourism, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Basic CRM that helps with basic CRM

Reviewed 2 months ago
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.

DJ
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Douglas J.

Nonprofit Organization Management, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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A Good Product, Easy to Use

Reviewed 4 years ago

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.

Vendor response

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.

RR
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Robin R.

Medical Devices, 11-50 employees

Used daily for 2+ years

Review source

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

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Claritysoft Review

Reviewed 5 years ago

The CRM is very helpful to our Sales team. It helps them track leads, account activities, reminders to contact prospects/customers, estimated sales, etc. The Claritysoft customer service and sales team are great to work with as well.

Pros

Very user friendly. Customer service is very helpful and always available to assist. Helps track sales, opportunities, follow-ups, etc. Easy

Cons

Training videos are not listed in an order that makes sense fora new user to follow. E-mails sent to customers are not shown as a "touch", so you can't always identify or run a report showing the last time you connected with a customer. Product dictionaries could use an upgrade so you can move items around easily.

CE
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Cory E.

Financial Services, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Terrific Platform and Team To Win

Reviewed 7 months ago

They've been great to work with!

Pros

It's simple to understand and utilize once you're in a rhythm. The extensive fields and use cases allow for more strategies to develop in sales, marketing, and client management. Claritysoft has a tremendous and experienced team ready to assist specific issues and plans for growing your business as well.

Cons

Some marketing features aren't as plug-and-play as they could be. When creating email templates, it has some limitations in certain use cases but still gets the job done.

DM
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Darcel M.

Insurance, 1-10 employees

Used daily for 6-12 months

Review source

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

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Customer data is safe and we know what, who and where.

Reviewed 4 years ago

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.

Vendor response

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.

MW
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Matt W.

Consumer Services, 51-200 employees

Used other for 2+ years

Review source

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

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Best and Easiest CRM

Reviewed 4 years ago

This CRM really is great. On top of being super easy to set up and use, they also have excellent customer support. Actually maybe the best customer support that I’ve ever dealt with. They also have a very easy to use mobile app.

Pros

Claritysoft is the easiest CRM that I have ever used. The implementation costs are extraordinarily less expensive than their major competitors. User adoption is much higher. Do yourself a favor and demo this product, no matter how large or small your business is.

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.

MM
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Marc M.

Management Consulting, 1-10 employees

Used daily for 6-12 months

Review source

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

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Great CRM for the money - feature rich

Reviewed 3 years ago

As a sales consultant, I customize or deeply a CRM very every client I work with. I have seen may=ny CRM's. Claritysoft is the best value for the money that I have found. Beyond that, their support is fantastic. The time to get help and the level of support make my job much easier. The add-on marketing module is a great tool also.

Pros

Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.

Cons

There are a few areas that could be improved. 1. Multiple Pipelines are great – need to align sales stages by Pipeline name. The way the system is set up now, all of the sales stages are in one list. This works as long as you name each stage uniquely. For instance, if you have two pipelines, one called Installer, and one called distributors, and you have a stage called select targets, you can apply...

AR
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Verified reviewer

Philanthropy, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Served its purpose but could use some work

Reviewed 5 years ago

I think it could be improved, but is a good tool for smaller businesses to use. We had to do a lot of customization which can be frustrating when you want to be able to use the software for varying purposes. It didn't quite fit the needs of our organization, but I think it could be good for organizations that are starting up.

Pros

The user interface was relatively easy to use and resembled Microsoft products in the way it was setup. It offers an online version that allows you to access the software regardless of where you are.

Cons

The online version and desktop version are different. Our organization had individuals that interacted with the software differently and some people used the online version more than the desktop. At times there was confusion regarding where certain items were listed or if they were under different modules. Although this wasn't a huge ordeal it did pose some inconveniences at times when trying to locate information or when people had access to different modules.

Vendor response

Thank you for your review. Claritysoft is an exceptionally customizable CRM with near limitless possibilities for exact-fit tailoring, including completely customized modules configured with completely customized fields. You can personalize Claritysoft to meet the individual requirements of each your department, and tailor user access so various users only see what they need to. Please reach out...

JW
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James W.

Management Consulting, self-employed

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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ClaritySoft Review

Reviewed 5 months ago

Overall has been OK, but customer support became non-existent when I needed it most a couple months ago.

Pros

Intergrations, email campaigns, contact dayabase

Cons

Too labor intensive to sync with Clarity Engage

Vendor response

Hi James, Thank you for your review. We're sorry to see that you were dissatisfied with the customer support you received. Our support team consistently receives high praise from our customer base, and is widely considered one of the, if not THE best support team in the industry - to the degree that Capterra, GetApp and Software Advice have all bestowed Claritysoft CRM with high awards in the Customer...

or
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oskar r.

Information Technology and Services, 501-1,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Claritysoft CRM User Experience

Reviewed a year ago

Overall, Claritysoft CRM offers a range of features and benefits that can help businesses improve their sales, marketing, and customer support efforts, making it a popular choice for many users. I like its Customizability; It allows me to customize a few things to adjust them to specific business needs and the automation features for sales and marketing help streamline our process.

Pros

Claritysoft CRM has a user-friendly interface that is easy to navigate and use, even for users who may not be very tech-savvy.

Cons

Some users have noted that Claritysoft CRM has limited integrations with other software applications, making it challenging to connect to other systems they use regularly.

KP
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Kristy P.

Professional Training & Coaching, 1-10 employees

Used daily for 2+ years

Review source

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

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Great for CRM use - Exceptional Tech Support

Reviewed 2 years ago
Pros

Tech support always eager to help out!! Easy to follow trainings available,

Cons

Marketing newsletter templates are very limiting

RB
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Rena B.

Consumer Goods, 1-10 employees

Used daily for less than 6 months

Review source

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

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Great CRM! Glad we found it so we could leave Salesforce.com.

Reviewed 8 years ago

We just started the implementation process and have a fabulous experience. Everyone at Claritysoft is helpful and responsive. In fact, I found a couple of tiny bugs but they were fixed within 24 hours of my reporting them. I've learned a lot from watching the recorded training videos and attending the live training sessions.

Pros

It's combined the best features of Salesforce.com and ACT! to create an easy-to-use and fairly intuitive CRM experience. Customization is easy and straightforward. (In the interest of full disclosure, I have about 20 years of experience administering various CRM environments - starting with Goldmine in the early 90s, moving to ACT! in the late 90s, then Salesforce.com in 2005 - so I know what I'm looking at and know what I'm looking for.)

Cons

Currently, custom objects can be related to only Contacts and Accounts. It would be great if we could create relationships between custom objects and other standard objects. I saw a demo that showed a revised organization of the Settings commands. This will be very helpful; the new design is much more intuitive (based on my experience using other CRM software). Please implement this as soon as you can. The documentation could be more complete. What's there is great (like the instructions for setting up Outlook Sync with Live), but more information (like setting up custom objects) would be helpful.

SR
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Stephanie R.

Renewables & Environment, 51-200 employees

Used daily for 2+ years

Review source

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

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Hands down, the best CRM

Reviewed a year ago
Pros

I've worked in many CRMs before - Siebel, SalesForce, HubSpot - and ClaritySoft is the simplest, cleanest, most user-friendly platform I've used, by far. The interface is very easy to operate, it's easy to navigate around, you're not overwhelmed with fields, you can customize views based on users. It works very well on all levels, for reporting, lead assignment, and Account Management.

Cons

There is some overlap between the Leads and the Accounts module that is not ideal. But we have found workarounds.

JH
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Jim H.

Professional Training & Coaching, self-employed

Used daily for less than 6 months

Review source

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

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Claritysoft cares about their customers!

Reviewed 3 years ago

I have nothing but positive things to say about my experience with everyone I have interacted with at Claritysoft. They care and are eager to help! That is a very refreshing experience. Also when you call you are speaking to folks in the U.S.

Pros

Claritysoft is an easy product to use. You can customize it to fit your business needs. 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. You are not just a number, but you are a valued customer and they treat you like that. The CRM is laid out in a logical process which makes it easy to use.

Cons

This is not an aspect of the software but an issue when setting everything up at the beginning. There are a lot of technical things that need to be entered in order to have everything sync. If you are not technical I suggest you call Claritysoft's support line and they will walk you through it. Save yourself hours of frustration. Their support is excellent!

KS
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Kathy S.

Construction, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Exceptional Customer Service

Reviewed 3 years ago

Other than a few functionality issues, it is a good system that does the job.

Pros

The Customer Service and Knowledge Base options are outstanding. There has never been a time that I couldn't get a hold of someone if I needed assistance. The training videos are wonderful and I have ALWAYS found an answer for what I need.

Cons

I would prefer to see more flexibility in the reporting system. The search accessibility could be more user-friendly.

NF
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Nora F.

Mining & Metals, 51-200 employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Easy-to-use CRM System. Excellent Customer Support.

Reviewed 3 years ago

We were using Salesforce, which is an expensive beast with too many bells and whistles that are lost on a mid-sized company. Claritysoft offered the lead and pipeline management tools we needed with the ability to easily customize fields and the interface to make it VERY easy for our sales team to use. Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.

Pros

As a CRM system, Claritysoft is very easy to use and we love that we can hide features our company doesn't use, such as invoicing and support ticketing, to streamline the interface.

Cons

The email marketing features are very basic and the email design program is clunky. This is definitely a weak area for Claritysoft, which I know they are replacing, but at the time of this review I've not seen the new module. Additionally, there are no email marketing automation features to auto send emails to customers - something I hear Claritysoft is adding, but haven't seen/used it personally to be able to comment on.

jl
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joseph l.

Medical Practice, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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CRM feedback

Reviewed a year ago

Efficient

Pros

User friendly, easy access and the regular updates.

Cons

Not applicable at this time. CRM is very suffice towards meeting my everyday objectives.

NR
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Nettie R.

Transportation/Trucking/Railroad, 51-200 employees

Used daily for 6-12 months

Review source

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

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Best CRM in the market

Reviewed 2 months ago

Exceptional. Will never utilize another CRM moving forward and highly recommend for anyone else seeking a strong CRM.

Pros

Ease of navigation, search, filter and mass email through Outlook. Dashboard views for all in 1 snapshot of team or individual activity. Automated follow-up features. The onboarding, training and support staff exceeded our expectations. I can call about anything and they are quick to answer and assist directly.

Cons

Ability to develop reports/charts for tracking sales activity. I'm still learning how to create charts, reports, but wish it was a little easier like the rest of Claritysoft.

KH
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Kelly H.

Education Management, 11-50 employees

Used daily for 2+ years

Review source

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

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Great software for our organization!

Reviewed 3 years 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.

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Davina F.

Construction, 11-50 employees

Used daily for 2+ years

Review source

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

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The easiest to setup and run

Reviewed 3 years 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.

DD
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Dan D.

Printing, 11-50 employees

Used daily for less than 6 months

Review source

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

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Saving your bacon

Reviewed 3 years 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..

CE
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Chris E.

Electrical/Electronic Manufacturing, 1-10 employees

Used daily for 2+ years

Review source

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

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Using Claritysoft CRM Review

Reviewed 4 years ago

It's been a very good experience overall, big time. The ease of use good GUI is the biggest. This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too complicated and people resisted using it, thus, bad/no data in, bad/no data out. Not the case with Claritysoft.

Pros

Very easy to use from the start, and not complicated with too many unnecessary features. A please to use, fast and simple. Relatively easy to customize also by even a novice user so not IT people are needed, which is nice for small businesses like mine. Tech Support is Excellent, you get a person immediately, fast and they help you quickly, can take over your PC remotely and just fix the problem...

Cons

I really miss the Visual "Org Chart" feature that my past (Goldmine) CRM had as that was a nice benefit to understand my customers structure. This was a important featured used by my whole team that is missing.