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 $39 per user/month, billed annually.
Starting price:
$39.00 per month
Free trial:
Available
Free version:
Not Available

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Most Helpful Reviews for Claritysoft CRM
1 - 5 of 137 Reviews
Marie
Verified reviewer
Hospitality, 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
5
Reviewed April 2018
The most attentive support team! Genuine concern their product fits your specific needs.
Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User friendly, customized to our needs - all at an exceptionally low cost. ANY organization or company can afford this CRM.
PROSKeeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar!
CONSI have NONE. The entire ClarifySoft Team is supportive with quick responses. The only con I have is that I didn't find this CRM sooner.
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.
Samantha
Electrical/Electronic Manufacturing, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed January 2017
Clarity Soft Review
Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult. One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft. One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.
PROS- Administrator able to change some custom fields - Easy to use and easy to learn - Advanced search is great for tracking ROI - Good value for the price - Good technical support
CONS- Simple but limiting layout - Glitches in software - Difficult email integration - Poor sales management
Vendor Response
Hello Samantha, Thank you for submitting your review of our CRM solution. Claritysoft CRM was developed to be highly customizable and empower users to tailor the interface to meet their specific requirements. Please contact our support and services team and allow us to explore the difficulties you've encounter in closer detail. We are eager to assist and help you overcome any challenges you are experiencing. The customer experience is paramount to us at Claritysoft. It is truly the aspect of our business that all team members are driven by. Our sales staff hold prospective customers in the highest regard and always approach the sales process in a consultative and helpful manner. Your particular account rep at the time is no exception. It is truly frustrating when miscommunications occur and unintended impressions are given. But please rest assured, this account rep is of the highest character and would never intentionally mislead a customer or engage in behavior that would compromise her integrity or that of Claritysoft.
Replied August 2018
Kelly
Education Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2021
Great software for our organization!
My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly.
PROSAs an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.
CONSAs I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used.
Reason for choosing Claritysoft CRM
We chose Claritysoft because we did not did a system as robust as Salesforce. It also was a much better price point than Salesforce and still met every need we were looking for.
Dan
Printing, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2021
Saving your bacon
What I personally like most is the ease of use for the contact data, activity reporting, opportunities and calendar scheduling . Everyone with in our organization can easily maneuver the site, with out being a IT person.
CONSSo far in my first 2 weeks I've not had any "Cons" to report..
Reason for choosing Claritysoft CRM
First was the great customer service from [SENSITIVE CONTENT HIDDEN], and her multiple knowledgeable demos she gave us, really started things off superbly. And the cost for what we need today and the ability to grow their content as we grow as a company was vital.Also I must say that my implementation instructor [SENSITIVE CONTENT HIDDEN] is the most patient and friendly instructor I've ever worked with. [SENSITIVE CONTENT HIDDEN] helped me accomplish a total data dump from our old CRM "which was a mess of information" into a clear and precise format so we can start this new system on the right foot and make it so simple to document and hopefully grow our business for many years to come.
Reasons for switching to Claritysoft CRM
2 main reasons, The cost of PlanPlus was 3-times the cost of ClaritySoft, and the ease of use, since we had 6 users set up on PlanPlus, yet I was the only one using it for the past 4 years. We were sold something that was way more robust than what we needed and way to difficult to maneuver through on a daily basis.