Claritysoft CRM Features List

Claritysoft CRM

User-friendly customer relationship management software

4.42/5 (45 reviews)

Claritysoft CRM Feature Summary

  • List management
  • Relationship tracking
  • Marketing automation
  • Campaign management
  • Contact management
  • Customer support
  • Document management
  • Email marketing
  • Web forms / landing pages
  • Lead management
  • Product catalog
  • Project management
  • Quote management
  • Referral tracking
  • Territory management
  • Proposal generation
  • Customer portal
  • Assignment management
  • Collaboration tools
  • Interaction tracking
  • Customer accounts
  • Contact database
  • Opportunities management
  • Sales forecasting
  • Sales reporting
  • Customizable sales process
  • Quotation management
  • Price books
  • Sales orders
  • Task tracking
  • Task management
  • Activity management
  • Activity tracking
  • Calendar management
  • Microsoft Outlook integration
  • Offline access
  • ClarityCRM mobile
  • Group edit
  • Email templates
  • Email monitoring
  • Template management
  • Microsoft Word mail merge
  • Data import/export
  • Data import
  • Import / export data
  • Customizable fields
  • Customizable categories
  • Customizable branding
  • Customizable templates
  • Customizable reporting
  • Customizable dashboards
  • Reporting & statistics
  • Role-based permissions
  • Activity steam workflow
  • Sales tracking
  • Customer segmentation
  • Custom fields
  • Tagging
  • Sync with Microsoft Outlook
  • To-do list
  • Task scheduling
  • Activity reminders
  • Appointment management
  • Event management
  • Meeting management
  • Sales analytics
  • Pipeline management
  • Drag & drop email designer
  • Search functionality
  • Data filtering
  • Email tracking
  • Secure data storage
  • Sales automation

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (274 other apps)
Activity Dashboard (136 other apps)
Activity Tracking (95 other apps)
Automatic Notifications (133 other apps)
Automatic Reminders (128 other apps)
CRM Integration (94 other apps)
Calendar Management (124 other apps)
Contact Database (96 other apps)
Custom Fields (103 other apps)
Customer Database (104 other apps)
Customizable Branding (127 other apps)
Customizable Reporting (111 other apps)
Customizable Templates (108 other apps)
Data Import/Export (125 other apps)
Electronic Payments (99 other apps)
Email Integration (124 other apps)
Mobile Integration (100 other apps)
Reporting & Statistics (122 other apps)
Social Media Integration (113 other apps)
Third Party Integration (135 other apps)

Competitor Feature Comparison

Claritysoft CRM Feature Reviews

25 reviewers had the following to say about Claritysoft CRM's features:

Samantha Testa

Clarity Soft Review

2017-01-17

The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
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Marie Woodard

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

2018-04-10

Organized sales calls, accurate monthly reports, mobile app makes field work a breeze.

Pros

Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze.

Cons

The only con I have is that I didn't find this CRM sooner.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Great CRM with lots of good features but not overwhelming.

2018-03-26

Pros

Customer service is very helpful and open to feedback, receptive to suggestions for future updates and new features.

Cons

It seems like perhaps Claritysoft integrates a little better with Outlook than with Gmail based email and calendars.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Bill Summers

A Good CRM Product for our Distributorship

2017-01-05

As a Sales manager, it is easy for me to create reports and distribute activities to the sales reps.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Desirae Szloboda

Claritysoft

2017-04-20

Overall this is a nice product for a company that wants to go from the shelf to up and running quickly, and that doesn't have a tech savvy team to take on the more challenging but full featured customizations that some other CRMs offer.

Pros

Some other features that are nice are: Some flexibility in customizations Advanced search option

Cons

The things I liked least about this product are as follows: While the product offers some easy and simply customization options, they can also be very limiting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
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Mark Shawver

Claritysoft CRM-A Very Good CRM System

2016-07-19

We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities.

Pros

There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet.

Cons

In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Claritysoft CRM

Claritysoft CRM is an excellent product and well worth your time to consider. If you are just starting the CRM evaluation process here are two things that I would definitely do: 1) Spend time upfront developing a wish list what you are looking for in a new CRM system 2) Get some kind of a budget set up (even if it¿s what your max spend can be it¿s better than nothing). After this is accomplished, look online for comparison reports that list the features and pricing of multiple systems (I was able to find several that listed at least 5-10 systems). After reviewing the comparison reports, select several systems that seem to have what you are looking for and are within your budget and get the product demo'd by their salespeople. Make sure that you have a decent understanding of how the product works (especially the features that are important to you) and then download the trial version and put it through the paces. Pay attention to what was emphasized during the demo. That is going to be the products strong points. If the salesperson seems to avoid or talk around answers to questions or says that they don¿t make that feature available in the trial versions I would move on to another product and forget that one.

Source: Capterra
Helpful?   Yes   No
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Joshua Day

Helps convert leads into sales through quotation templates and great reminders.

2018-06-05

Very helpful to convert leads to sales.

Pros

I like the reports module, as well as activity recording for review and training new representatives.

Cons

For example, being able to select multiple records to perform list actions such as resend, delete, or create follow up activity.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Jolene Resz

Daily account updates

2017-01-18

Helps keep track of who I need to contact, the subject of conversation or content of emails, and when I need to reach out.

Pros

Keeps track of daily activities

Cons

Hard time adding or deleting certain features

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Richard Anderson

Perfect for small to medium businesses

2016-12-05

Excellent "off the shelf" functionality, highly and easily customizable, very clean and usable user interface.

Pros

Excellent "off the shelf" functionality, highly and easily customizable, very clean and usable user interface.

Cons

Technical support can be a little dismissive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Claritysoft CRM

Strong recommendation to consider

Source: Software Advice
Helpful?   Yes   No
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Laurence Cohen

Developed for high frequency calls - Outstanding customer service.

2018-04-05

This has massively improved our sales.

Pros

Their support team have ensured that we have a customed CRM designed for our needs.

Cons

I would like to add further lead status updates to the Log Activity menu because when we want to change the lead status we have to go to one additional page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rhonda Reese

Excellent customer support - effective at finding solutions to our requests and understands our org

2018-05-04

Pros

Ease of use and ability to customize to our needs!

Cons

Setting up customized reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Rena Bennett-Dellwo

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

2016-07-22

In fact, I found a couple of tiny bugs but they were fixed within 24 hours of my reporting them.

Pros

to create an easy-to-use and fairly intuitive CRM experience.

Cons

This will be very helpful; the new design is much more intuitive (based on my experience using other CRM software).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rondle Dines

Most EXCELLENT customer service

2017-01-05

On the live version, we send bulk emails and generate automatic reports.

Pros

Their customer service.

Cons

A little glitchy sometimes, but it could be on our end some of the time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Claritysoft CRM

Very intuitive.

Source: Capterra
Helpful?   Yes   No
Read more
Casey Clark

Great software just needs some tweaking

2017-10-12

Overall we are pleased with our use of it.

Pros

Intuitive software, easy to use, easy to setup, fantastic support team.

Cons

Reporting doesn't work as it should - needs some improvement, not able to fully customize in terms of removing sales modules, emails could have a more professional look, email syncing could be better.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Joshua Day

Amazing and Awesome!

2017-01-18

The ease of keeping track of thousands of accounts in any way you want makes this amazingly awesome!

Pros

Organization, Data Collection, and User Friendly!!!

Cons

I do not know how to download mobile app yet lol!!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Claritysoft CRM

This software is great if you are trying to keep track of when to contact people and businesses and what you have contacted them about in the past. Also, helps keep track of opportunities, quotes, leads, etc. I utilize this software every day, and I love it!!!

Source: Capterra
Helpful?   Yes   No
Read more
cathleen mooney

Claritysoft review for medium size manufacturer

2017-01-05

We compared Claritysoft to Zoho, Sales Force, and a few other smaller CRM systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Reagan Reed

Claritysoft is a very efficient way to keep track of your sales and records.

2018-06-05

Pros

Claritysoft keeps your daily activity and future activities in the software for you.

Cons

I do not like the offline version of claritysoft. It is neat that they offer this so you can use it without the internet, but it is just very dull for me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua Day

I love this software, and I use it every day to manage our customers, accounts, and leads!!!

2017-07-13

If I had to use pen and paper to keep track of what ClaritySoft does, it would take me an eternity to do what I have done with this software.

Pros

It keeps up with every call, email, fax, meeting, follow up, and everything else that I do for every person I contact! It is a beast of a software, and I would recommend it to anyone!

Cons

The only thing that I do not like about it is that I wish they had an app, but they do have a mobile website which you can create an app from a website (Google it, I did it for my fiance's bank).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robin Rapsey

Great CRM Tool For The Price

2017-01-18

The only difficulty we have is creating customized reports/quotes.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Hunter Eddington

Claritysoft CRM saved us time and money!

2016-07-20

It was so much easier to use then Dynamics and the support is free!

Pros

How Easy it is for our Employees.

Cons

We did have one con about the Reports, but Matt just informed me they are releasing a Expert Report manager soon!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Claritysoft CRM

It's defiantly worth the one year agreement!

Source: Capterra
Helpful?   Yes   No
Read more
Nola Parker

great CRM software

2018-06-29

Pros

This software has great versatility in record keeping, reporting and lead conversion.

Cons

There are some bugs within email blasts and crossing over from offline to live. however the technical support team is very helpful in dealing with these issues,

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Valley

Oregon Savings Network Review

2017-01-05

Overall it serves its main purpose as a database but does have some limitations that are not ideal in communicating with folks but that is due to more internal issues.

Pros

It provides a nice database that is relatively easy to do searches on.

Cons

Sometimes it is not ideal for our specific organizational purposes and is duplicative at times when entering contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian Maleska

Early stage stumbles and have come to love the product

2015-07-13

We also wanted something that would enable us to work in the field and office with ease.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Arlene Sengstack

We are a non-profit organization with a sizeable database. Clarity Soft stepped up to help.

2018-05-03

Pros

We were able to customize it to fit our needs and the Clarity Soft team was extremely helpful.

Cons

Some of the essential information fields are unique to either accounts or contacts which creates some challenges that are no fault of Clarity Soft.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Mark Shawver

This CRM software is very versatile and very intuitive to use.

2018-03-08

Pros

You can add virtually an unlimited number of customized fields, it's very easy to use and their technical support and customer service is excellent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more