Claritysoft CRM
About Claritysoft CRM
Awards and Recognition
Claritysoft CRM Pricing
Choose the Claritysoft CRM pack that's right for you. With 3 versions available, and the option of adding individual features as needed, you can tailor your CRM solution to your exact specifications. Get your work done without paying for functionality you don't need and won't use. Start with the already robust and comprehensive Professional Pack, or the expanded and broad Accelerator Pack, and add more features as needed. Or explode into action with the complete CRM Suite. A full arsenal of Claritysoft's all-encompassing, powerful and extensive tools, including Claritysoft's outstanding Marketing, Projects and Help Desk Modules. With Claritysoft CRM you'll find, or create the exact CRM you need. Pricing starts at $49 per user/month, billed annually.
Starting price:
$49.00 per month
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Claritysoft CRM
1 - 5 of 168 Reviews
Heather
Verified reviewer
Construction, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
It's everything you need when work takes you away from the office; yet maintain daily funtions
Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN] who is in the billing department is so helpful, understanding, and has a great personality.
PROSUser friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time.
CONSHaven't came across anything yet. All good stuff
Reason for choosing Claritysoft CRM
The simple and clean interface. It's user friendly with great reporting modules, tracking, integration, able to keep track of projects, and the list goes on. All the others o looked into did not offer what I was looking for and very hard to navigate.
Davina
Verified reviewer
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed March 2021
The easiest to setup and run
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!
PROSWe'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.
CONSSometimes 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.
Reason for choosing Claritysoft CRM
Claritysoft was less overwhelming and visually appealing.
Reasons for switching to Claritysoft CRM
Salesforce was too expensive, too cumbersome and took too long to learn new features.
Elly
Accounting, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2024
Great solution for a small company
Great team. From sales, implementation to support- I think they all do a great job of resolving issues. You feel like you are working with people who genuinely care about your success.
PROSWe feel like the team listens and we have an opportunity quarterly to talk to the team about changes we'd like to see. They update the platform consistently to improve the product.
CONSSome of the ways I envisioned using the automation did not work as I expected, but they continue to roll out new functionality that can benefit my team and a year later there are additional options I think we can utilize to improve functionality. This summer, we plan to look at the system again to see what changes we might make to enhance our customer experience.
Anonymous
11-50 employees
Used daily for less than 2 years
OVERALL RATING:
1
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
2
FUNCTIONALITY
1
Reviewed December 2019
A non user friendly CRM system that falls short of basic needs
After a year of use, I can confidently say this is not a user friendly system, nor does it allow a company to efficiently and accurate track sales data including sales year to date, close rates and weekly sales. Their team lied to us in the sales process about the software’s capability- they did in fact own up to lying- so we spent almost a year waiting for them to make changes to meet our needs, only to be passed around from rep to rep to rep before ultimately deciding they weren’t going to make any of the changes they promised and they withdrew their offer to refund us due to the false information we were given at the beginning. I would not recommend this company.
PROSQuotation templates look professional, overall appearance of the dashboard can be customized to each user.
CONSThis system is not user friendly, making changes requires a tech savvy employee, ideally one who can code- even their own support needed to get help 3 times just to add a form to our website that would filter leads directly into the system. We had employees refuse to use it because they were so frustrated. None of the modules connect so if you have one lead, you will have that information in 3 places and if you need to update it you will need to change it in each place it appears- so a simple edit takes minutes instead of seconds. Further, this causes a lot of inaccurate data so getting accurate sales reports and close ratios becomes next to impossible without a lot of manual checking and data reconciliation.
Vendor Response
Designing an intuitive and robust CRM solution was our top priority when creating Claritysoft CRM. We pride ourselves in meeting the workflow needs of thousands of satisfied users with unparalleled flexibility. It is frustrating and disheartening on the rare occasion that we hear of users who have experienced difficulty with our solution. Although it's impossible to respond to the specifics of an anonymously leveled critique such as this, we take great exception to details within, and feel it is inaccurate and highly misrepresentative. Ethics in Business and Customer Service are cornerstones of Claritysoft's core philosophy. We bend over backwards to accommodate all of our customers. Reviews are an important source of valuable information and can be an immense help to buyers during the decision-making process. If you are conducting research into CRM solutions for your organization, we would ask that you consider the overwhelmingly positive Claritysoft reviews posted here on Capterra.
Replied January 2020
Dawna
Medical Devices, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2024
Great Product
I looked at several different CRM systems when choosing Claritysoft CRM. This system, by far, was the most user friendly product on the market. Don't regret our decisin to go with Claritysoft CRM what so ever.
PROSThe overall view of the screens, the ease of adding customers, contacts and customer information, but most certainly the east of sending emails into Claritysoft from Outlook! Such a step saver!
CONSHaven't found one yet, but if I do, I will let you know!
Reasons for switching to Claritysoft CRM
IQMS CRM was not user friendly and because of this, found that it was not being used.