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LeadMaster vs Claritysoft CRM Comparison

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Overview

LeadMaster has been providing affordable white-label web-based Salesforce CRM and Lead Management solutions since 1998. The...

Category Leaders

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

Video & Screenshots

Pricing

Starting from
$

10

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

39

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.1

5

4

3

2

1

15

14

6

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

5

4

3

2

1

57

40

3

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

The ability to now expand on the simplicity of the product that we began with, will open up even more opportunities for our sales people.

NL

Nicole L.

When we have a question, the answers are provided immediately. It is a great tool and a great service.

JG

Jane G.

Pricing is actually accessible for smaller companies. The support is excellent, with very helpful technicians who do a LOT to provide guidance, information, and service.

KR

Kathi R.

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

Likewise, if these things are not addressed prior to setup, you can end up with a mess of useless data and reports.

DS

Desirae S.

Priority lists were a little complicated and difficult to set up. Support team is difficult to get in touch with after launch.

RH

Rod H.

The problem was it was not a lead generation, lead distribution solution. This meant we were looking out the rear view mirror instead of the front windshield.

TS

Thomas S.

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.

  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last review5 months ago

Key features

  • Total features66
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Application Management
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Case Management
  • Channel Management
  • Charting
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Management
  • Field Sales Management
  • Forecasting
  • Forms Management
  • Help Desk Management
  • Historical Reporting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Labeling
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Mail Merge
  • Marketing Automation
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Multi-Language
  • Offline Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Secure Data Storage
  • Segmentation
  • Self Service Portal
  • Source Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Web Forms
  • Website Integration
  • Workflow Management
  • Total features97
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Application Management
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Case Management
  • Channel Management
  • Charting
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Categories
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Event Management
  • Field Sales Management
  • Forecasting
  • Forms Management
  • Help Desk Management
  • Historical Reporting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Labeling
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Mail Merge
  • Marketing Automation
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Multi-Language
  • Offline Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Proposal Generation
  • Prospecting Tools
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Automation
  • Sales Forecasting
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Secure Data Storage
  • Segmentation
  • Self Service Portal
  • Source Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Web Forms
  • Website Integration
  • Workflow Management

Integrations

  • Total integrations244
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations8
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce App Cloud
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM