Claritysoft Software

4.40 / 5 (70) FrontRunners

Our advisors have recommended this product 24 times in the last 30 days

About Claritysoft

Claritysoft is a cloud-based 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. Key features include account management, activity management, calendar management and pipeline management.

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. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives.

The email-marketing feature allows users to design email templates and pull contacts from contact lists based on ...


Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

70 Reviews of Claritysoft

Average User Ratings

Overall

4.40 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(34)

34

4 stars

(32)

32

3 stars

(3)

3

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 70 results

August 2019

Matthew J from Creating Margin

Verified Reviewer

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2019

Great product, great team! Highly recommended

Tremendous. Better than we even anticipated. I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better.

Pros

Broad features and functionality, easy enough to customize. Excellent customer service. Claritysoft makes you feel like their most important customer. They also allowed us to reserve some implementation hours. Thanks [SENSITIVE CONTENT HIDDEN] for your service! Mobile, Outlook, and Browser tools.

Cons

We've very occasionally seen a lag in pages loading in Claritysoft Live As they've transitioned to the cloud based product, there are certain user types available for selection that are deprecated.

Reasons for Choosing Claritysoft

Best of all worlds. Claritysoft has the full range of tools including marketing automation and Support desk functions. We aren't using all of the modules yet but will as we continue to scale.

August 2019

Davina from Fleming Complete

Verified Reviewer

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Simple Intuitive Control of Customer Relationships with Claritysoft CRM

Claritysoft has revolutionized our customer relationship management. We previously used Salesforce, but received no support and their system became expensive and complicated. After switching to Claritysoft we were able to easily create routine communications, manage calendars more efficiently, create business rules to remind associates of the small things, easily establish template emails and much more. Our clients actually thank us for communications and compliment the simplicity of the communication. Claritysoft's tech support rocks! They are the best. No question is too small . They always find a solution and follow-up. AMAZING!

Pros

The greatest benefits of Claritysoft include: simplicity, intuitive nature, webinars and help functionality and a tech support team that actually performs!

Cons

The greatest challenge with Claritysoft is the downfall of all database management systems: they take time to learn and garbage in equals garbage out.

Reasons for Choosing Claritysoft

We chose Claritysoft because of it's simplicity and intuitive nature. It wasn't overwhelming and didn't require so many details .

June 2020

Darlene from Strategic Commerce Solutions

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2020

SCS Claritysoft Review

We love this software because it's easy to use, you can customize and support is always available and quick to respond.

Pros

The most appealing feature of this product is being able to easily save emails to customer accounts.

Cons

It would be nice to be able to set recurring tasks and to be able to link specific tasks to outlook calendar ie: Just meetings/appointments (not tasks etc). It would also be nice to have a more effective way to link accounts to owners. You can use the relationships feature but it could be simplified

Reasons for Choosing Claritysoft

We had used it before and liked it - so basically just came back to what we knew worked for our needs

December 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

1.0

Value for money

1.0

Customer support

2.0

Functionality

1.0

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.

Pros

Quotation templates look professional, overall appearance of the dashboard can be customized to each user.

Cons

This 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.

Response from Claritysoft

Replied January 2020

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.

March 2020

Richard from Habitek

Company Size: 1 employee

Industry: Nanotechnology

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2020

A solution to truly fit my growing needs

I started with ClaritySoft because I could see a spike of activity coming in my business and I needed a safe place to organize my contacts and notes. I am so glad I made the move when I did. I am learning better how to work with it everyday and am learning to make it part of my daily work-flow. I have to say that the sales & support staff make you feel so welcome - like they really have your back. The fact that they truly listen and encourage questions make a big difference for me - making me feel better about using ClaritySoft everyday now and into the future.

Pros

ClaritySoft is flexible in how it works and how it looks on the screen - all of which impact its effectiveness for my own purposes. I have been able to configure it to do what I need and am confident knowing that I can amend things if I need to and there is lots more horsepower to reach when I need it.

Cons

I had some challenges with an import (with notes), but I also realize that there are limitations to CSV importing notes - and that is just the way it is.

Reasons for Choosing Claritysoft

It was suggested for me by a colleague - but it proved to be much too heavy an application for my modest needs