





Activities






Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10About 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 ...
Activities
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.5
Customer support
4.5
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
August 2019
Matthew J from Creating Margin
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.
Reasons for Switching to Claritysoft
It was time for us to get into a real CRM product and build out workflow and we wanted to make sure we made the right decision.
August 2019
Davina from Fleming Complete
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 .
Reasons for Switching to Claritysoft
Price and complexity of Salesforce
February 2021
Rondle from RD Done
Company Size: 2-10 employees
Industry: Internet
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
February 2021
Customer Service and Search are Top Notch!
The best and most customizable ! If you really want to search your data in any complexity, and actually find it, so you can do something with those people and records, this is the software to have.
Pros
There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone! And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with. When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question.
Cons
There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too.
Reasons for Choosing Claritysoft
The superior search, customer service, customization, and ease of use.
December 2019
Anonymous
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.
February 2021
Jim from Aspire Sales
Company Size: 1 employee
Industry: Professional Training & Coaching
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2021
Claritysoft cares about their customers!
I have nothing but positive things to say about my experience with everyone I have interacted with at Claritysoft. They care and are eager to help! That is a very refreshing experience. Also when you call you are speaking to folks in the U.S.
Pros
Claritysoft is an easy product to use. You can customize it to fit your business needs. 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. You are not just a number, but you are a valued customer and they treat you like that. The CRM is laid out in a logical process which makes it easy to use.
Cons
This is not an aspect of the software but an issue when setting everything up at the beginning. There are a lot of technical things that need to be entered in order to have everything sync. If you are not technical I suggest you call Claritysoft's support line and they will walk you through it. Save yourself hours of frustration. Their support is excellent!
Reasons for Choosing Claritysoft
Claritysoft met my needs. The price was good and they took an interest in my business.