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Consensus vs Claritysoft CRM Comparison

Overview

CONSENSUS delivers personalized video to each new stakeholder of a buying group, so they can learn about products/services...

Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$39.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.3

(3)

5

4

3

2

1

1

2

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.5

(81)

5

4

3

2

1

43

34

3

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

Pros

The greatest benefits of Claritysoft include: simplicity, intuitive nature, webinars and help functionality and a tech support team that actually performs.
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.
Good selection of reports. For small businesses it’s a great CRM solution.

Cons

Cons

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.
This software can do A LOT - much more than what I need it for. That can sometimes be confusing.
Implementation with email has been slow due to issues in our Kerio email. Data filters are very sensitive to syntax and can be annoying to deal with.
  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last review10 days ago

Key features

  • Total features1
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Appointment Management
  • Assignment Management
  • Automated Sales
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Conversion Tracking
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Drag & Drop Interface
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Email Tracking
  • Event Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • History Tracking
  • Knowledge Base Management
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Mail Merge
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Integration
  • Offline Access
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Quote Management
  • Real Time Notifications
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Self Service Portal
  • Tagging
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Territory Management
  • Third Party Integration
  • To-Do List
  • Web Forms
  • Workflow Management
  • Total features88
  • API
  • Access Control
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Appointment Management
  • Assignment Management
  • Automated Sales
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Campaign Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact History
  • Contact Management
  • Contract Management
  • Conversion Tracking
  • Custom Fields
  • Customer Accounts
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Reporting
  • Customizable Templates
  • Dashboard Creation
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Drag & Drop Interface
  • Email Integration
  • Email Marketing Management
  • Email Templates
  • Email Tracking
  • Event Management
  • Filtered Views
  • Follow-up Scheduling
  • Forecasting
  • History Tracking
  • Knowledge Base Management
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Mail Merge
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Integration
  • Offline Access
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Quote Management
  • Real Time Notifications
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Analytics
  • Sales Forecasting
  • Sales Orders
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • Self Service Portal
  • Tagging
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Template Management
  • Territory Management
  • Third Party Integration
  • To-Do List
  • Web Forms
  • Workflow Management

Integrations

  • Total integrations6
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations8
  • Facebook
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • LinkedIn
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Consensus vs. Claritysoft CRM

See how Consensus and Claritysoft CRM stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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