Claritysoft Software


 

Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution.

Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. Users can also allows users to view contact location in Google Maps, which helps users plan sales routes for sales representatives.

The email marketing functionality of the software allows users to design email templates and pull contacts from contact lists based on filters and preferences.

Users are able to access their stored CRM data in Claritysoft’s offline mode, then sync changes with the cloud when the software is online again. Claritysoft is purchased on a per user per month subscription basis and offers free support via phone, email or web ticket.

 

Claritysoft - Activities
 
  • Claritysoft - Activities
    Activities
  • Claritysoft - Campaign detail
    Campaign detail
  • Claritysoft - Email designer
    Email designer
  • Claritysoft - Opportunities
    Opportunities
  • Claritysoft - Quotation preview
    Quotation preview
  • Claritysoft - Reports
    Reports
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

11 Reviews of Claritysoft

 
Software Advice Reviews (3)
More Reviews (8)

Showing 1-3 of 3

from Jet Products, LLC
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

Perfect for small to medium businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Excellent "off the shelf" functionality, highly and easily customizable, very clean and usable user interface. Everything is one page, no scrolling and clicking around to find information.

Pros

Excellent "off the shelf" functionality, highly and easily customizable, very clean and usable user interface. Everything is one page, no scrolling and clicking around to find information.

Cons

Technical support can be a little dismissive.

Advice to Others

Strong recommendation to consider

 
 

from CPC Solutions
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

Great value for the money and functionality to boot.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

We had been using other CRM's in our business for double the price we are paying for Claritysoft and way less customer service....so glad we made this change to Claritysoft because it has increased our usage and functionality

Pros

Functional - easy to use and understand
Monthly training at both beginner and advanced levels
Technical support for the product
Way better value for the money than what we were using originally

Cons

No real app for off desk usage other than internet based use (still has a web based smart phone usage from browser but not an APP)

 
 

from CPC Solutions
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

Great CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Our sales staff loves ClaritySoft. The system is easy to use and they provide great monthly training.

Pros

Monthly Training, ease of use, and great price!

Cons

None

Advice to Others

We have used more expensive programs with lots of promises. In the end, ClaritySoft out performed them and cost less. Because of the ease of use, our salespeople use it without complaint.

 
 
 
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