Claritysoft CRM
Review of Claritysoft CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Claritysoft CRM
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Claritysoft CRM Features
Claritysoft CRM Integrations
Customer Reviews
See why people love Claritysoft CRM
David B.
Verified UserHigher Education · 11-50 employees
Best-Value CRM Software for the Money
Perfect for those who don't need a cumbersome CRM. We were coming off of using SF. That system was bloated with features we never used. It was impossible to find answers in Trailblazer helps so we started looking around. I came across Claritysoft and reached out to the sales team. [sensitive content hidden] asked questions and LISTENED to what I needed. She didn't try to force a square peg into a round hole. Instead, she suggested the products we needed, allowing room to scale later. In a few days, we were up and running. It was easy to set the system up and to import our data from SF. I love Claritysoft. It was the best thing we did for our sales team.
- Claritysoft is intuitive and easy to use
- The setup was simple
- Importing and data mapping are very straightforward
- The support team is awesome
- They are extremely knowledgeable and consistently go out of their way to assist
- The sales staff listen and don't try to force square pegs in round holes
- This is a top-shelf product available at a low to mid-shelf price point
- The system also includes features that you truly need and isn't bloated with capabilities that people don't actually use
- I feel valued and listened to by everyone here, from sales to support
- Great product
- The best thing we have purchased in quite a while
- Sometimes the knowledge Base articles refer to a previous version
- However, the system is intuitive, so I am usually able to figure it out on my own with the help of the knowledge base articles
- If I cannot, then a quick call to their world-class support team does the trick
Switched From
We found Salesforce to be incredibly cumbersome and virtually impossible to receive help from their support team. Trailblazer articles are useless. We were spending wan too much time chasing our tails instead of finding what we needed so we could get on with business.
Why they chose it
"Their sales team ([sensitive content hidden] especially) asked questions and listened BEFORE pushing their products. It felt like a buying journey as opposed to someone selling me something."
Stephanie K.
Verified UserHospital & Health Care · 201-500 employees
Recommend for small to mid sized companies
Overall very happy with Claritysoft CRM. It's structured but also customizable. We're able to alter it to fit our needs without so many options that it becomes difficult to manage
- Great value and customer support
- Claritysoft does everything we need to do for an affordable price
- We have used other CRMs in the past that were not right for our small-mid sized company needs and were too expensive
- We've been using Claritysoft for several years now and are very happy with the product
- They take every suggestion into consideration for future upgrades
- IT support always gets back to you same day, sometimes moments after reaching out
- I have no complaints about Claritysoft CRM and we are very happy with the product
- Areas where theres room to improve, the team evaluates and releases upgrades for
- Charts could use some expansion, as I don't find those very helpful at the moment
Why they chose it
"Inexpensive in comparison to sales force and better customer service."
Robin R.
Verified UserMedical Devices · 11-50 employees
Claritysoft Review
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.
- Very user friendly
- Customer service is very helpful and always available to assist
- Helps track sales, opportunities, follow-ups, etc
- Easy
- 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
Switched From
Old CRM did not have enough capabilities.
Why they chose it
"Saleforce had more functionality/capabilities than we needed at a higher cost."
Elizabeth M.
Verified UserMachinery · 11-50 employees
Strong CRM Solution with Great Support and Customization Options
Our overall experience has been very positive. Claritysoft has streamlined our processes, improved our efficiency, and made it easier to manage customer relationships from prospecting to quoting. The platform strikes a great balance between functionality and ease of use, and the support team has been a key part of our success with it. We’re confident we made the right choice and look forward to continuing to grow with Claritysoft.
- We love the simple, user-friendly interface and the high level of customization available
- The system allowed us to get up and running quickly and tailor modules to fit our exact needs
- It brought much-needed organization to our client and prospect management, and we were able to implement a quoting process within the CRM that significantly reduced the time it takes us to generate and process quotes
- The customer support is also excellent—responsive, knowledgeable, and genuinely helpful
- Modifying the sales and quote templates wasn't as intuitive as we had hoped
- It required assistance from customer support to get everything set up correctly
- That said, we're glad that Claritysoft offers customization services and that their team was available to walk us through the process when needed
Switched From
Our software was super dated. We needed a new system that everyone in our organization could access.
Why they chose it
"We liked the interface, and really like that we had hand-holding during the implementation process."
Verified Professional
Construction · 11-50 employees
Keep pushing!
Overall, I think it's a great product and has served us well, even though we still feel there are improvements that are very needed and very overdue.
- Customer service, I can always call in when I have a complaint
- Also, it's very flexible, I can always customize the next functionality that we want to add
- The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited functionality
- Not being able to access Support tickets, for example
Why they chose it
"Price and flexibility. The way that we can add so many fields and edit our automation proved very useful."
Lee R.
Verified UserFinancial Services · 11-50 employees
Customisable
Has been effortless from Day 1 when we selected the tool. The ease of use is remarkable and the ability to customise dramatically reduces the total cost of ownership.
- Customisation and ability to easily re-design screens; add fields and supporting logic
- All this can be done by a business user and not a business analyst or developer
- Being located in Australia with support in the US and India, there can be a lag in between a ticket being raised and a response
- That said, once a ticket is logged, the service is excellent
Why they chose it
"Customisation and value for money was far higher with Claritysoft"
Michele F.
Verified UserMechanical or Industrial Engineering · 11-50 employees
6+ Years with Claritysoft CRM
Our overall experience is 10 out of 10. We have used Claritysoft for more than 6 years and love it! We don't use all the modules, but accounts, contacts, sales, calendar, reports and marketing are all very powerful for us.
- Simplicity of navigating the modules and the access to data reporting
- Customer Support for problem resolution is A+
- 1
- There seems to be limitations for filtering data between multiple modules
- 2
- The design of sophisticated quotation templates needs to be more intuitive and user friendly, as it is currently very code-heavy
Why they chose it
"Best choice for small business for the price/value."
Henry L.
Verified UserEducation Management · 51-200 employees
Claritysoft is a good CRM for people working with many different clients and is highly customizable
It's been a good experience, better than our last CRM. It makes it fairly easy to stay on top of everything especially since we often will need cross departmental support.
Pretty straightforward to use and makes it easy to stay on top of everything for the clients I'm working with
- Could be organized a bit better in terms of menus and filters
- It can sometimes be a bit difficult to sort through clients, especially since our clients will transition out of our services in 1 to 4 years
Switched From
Company made the decision to transition to something easier to use.
Verified Professional
Education Management · 51-200 employees
Great CRM overall, small fixes would make it better!
Education Management
Claritysoft has a great filter feature and lets us use the CRM to respond to a large number of clients efficiently
There are certain small things that don't seem to make sense (phone numbers entered as plain text rather than uniform formatting), or being able to adjust column views based on the view you're using
Switched From
Didn't work for our business based on the volume of clients/interactions needed
Chelsea M.
Verified UserEducation Management · 51-200 employees
Clarity is great!
Overall it's been a good experience. I want to learn more about how to sort and filter clients based on the ones I am working with.
- I like how organized the system is and the interface is easy to navigate
- That is my favorite aspect of the system
- The interface could be more streamlined into fewer pages for each project
- We used to use another software where you could see everything on one long page rather than having to click on multiple tabs
Switched From
not sure why because it was the company's decision, not mine.
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