Claritysoft software


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 filters and preferences.

Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

45 Reviews of Claritysoft

Showing 1 - 20 of 45

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  • Nola from Pearson Medical Technologies

    June 2018

    great CRM software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This software has great versatility in record keeping, reporting and lead conversion. I highly recommend this software.

    Cons

    There are some bugs within email blasts and crossing over from offline to live. however the technical support team is very helpful in dealing with these issues,

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Reagan from Pearson Medical Technologies

    June 2018

    Claritysoft is a very efficient way to keep track of your sales and records.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that claritysoft is very organized and easy to get around. Claritysoft keeps your daily activity and future activities in the software for you. Reminding you that you may have to follow up on a customer or that you have a meeting, etc.

    Cons

    I do not like the offline version of claritysoft. It is neat that they offer this so you can use it without the internet, but it is just very dull for me.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Joshua from Pearson Medical Technologies

    Number of employees: 2-10 employees

    June 2018

    Helps convert leads into sales through quotation templates and great reminders.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Very helpful to convert leads to sales.

    Pros

    I like the reports module, as well as activity recording for review and training new representatives.

    Cons

    There could be additional functionality with the email blast module. For example, being able to select multiple records to perform list actions such as resend, delete, or create follow up activity.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Rhonda from Ladies Empowerment and Action Program (LEAP)

    May 2018

    Excellent customer support - effective at finding solutions to our requests and understands our org

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of use and ability to customize to our needs!
    Excellent customer service support - effective at finding solutions to our requests and understands our organization and what we are trying to accomplish using the software.

    Cons

    Setting up customized reports. Each organization is different and we had reporting requests that took longer than expected to customize.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Arlene from Remember Nhu

    May 2018

    We are a non-profit organization with a sizeable database. Clarity Soft stepped up to help.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    We were able to customize it to fit our needs and the Clarity Soft team was extremely helpful. I was the point person and I am not technologically savvy, so I was heavily reliant on the team. They gave us far more support than we ever could have paid for.

    Cons

    The only challenge is that it's really designed for business accounts with multiple contacts. Our accounts are mostly individual donors. Some of the essential information fields are unique to either accounts or contacts which creates some challenges that are no fault of Clarity Soft.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Marie from Georgetown Convention & Visitors Bureau

    Number of employees: 51-200 employees

    April 2018

    The most attentive support team! Genuine concern their product fits your specific needs.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Pros

    Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar!

    Cons

    I 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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Laurence from Checklist properties Ltd

    Number of employees: 51-200 employees

    April 2018

    Developed for high frequency calls - Outstanding customer service.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This has massively improved our sales.

    Pros

    We moved over from Saleforce where we were able to average 75 calls per day per person - Claritysoft has enabled us to increase the number of calls per sales person per day to 120 whilst capturing all of the relevant data and ensuring that all sales opportunities are followed up until completion.

    We tested four other CRMs including using Salesforce, which we used for a year - financially it was a black hole and the service was beyond horrendous. It was a joke. So we were very focused on customer service when moving to a new CRM and we have had a very good experience with Claritysoft. Their support team have ensured that we have a customed CRM designed for our needs. There were one or two delays in setting up our reporting, but the team at Claritysoft just used this as an opportunity to further prove their commitment to our company by going above and beyond to create an accurate and detailed reporting system.

    One thing that I will say is that we are based in London, we are not a US Firm and we are not use to having a tech company so focused on the client experience. They offer time and support in a very understanding manner and the fact that they are based in the US means that we can communicate with them daily until around 11pm every day.

    I do not believe I have ever reviewed another company before however, the product is excellent and allows you to speed dial and the service is the best we have come across.

    Cons

    I would like to add further lead status updates to the Log Activity menu because when we want to change the lead status we have to go to one additional page.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Andrea from Frosch Mann Travels

    March 2018

    Easy to use, lots of good characteristics. Great support team!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ability to list accounts, vendors and partners, sorting functions, enter attachments, keep track of all communication.

    Cons

    Slowness of capturing my email communication. Software is set up for sales, I use it for account management and therefore do not use all the features

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Claritysoft, Claritysoft

    May 2018

    Hello Andrea, thank you for taking time to post a review of Claritysoft. If you are struggling with your email or creating work flows more aligned with account management please reach out to our support team for assistance. We use Claritysoft to manage all of our customer data after the sales process, it's highly flexible and easy to customize to your unique environment. Give us a call for assistance.

  • Verified Reviewer

    March 2018

    Great CRM with lots of good features but not overwhelming.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Customer service is very helpful and open to feedback, receptive to suggestions for future updates and new features.

    Cons

    It seems like perhaps Claritysoft integrates a little better with Outlook than with Gmail based email and calendars.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Gail from Goliath Tech Screw Piles

    March 2018

    I have been with Claritysoft for a couple of years now, and I am very happy with the Databases

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to learn and use, and customize Claritysoft has excellent support in helping in all areas of use.

    Cons

    As of yet I need an outside App to connect with our Quickbooks, but can be done with the Zapier App.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mark from Record Express, LLC

    Number of employees: 11-50 employees

    March 2018

    This CRM software is very versatile and very intuitive to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    You can add virtually an unlimited number of customized fields, it's very easy to use and their technical support and customer service is excellent.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Stephanie from Electrical/Electronic Manufacturing

    Specialty: Manufacturing

    Number of employees: 11-50 employees

    February 2018

    Great tool if it's the right fit.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Very easy to navigate the software. The customer support when first looking at the product is outstanding.

    Cons

    Once you have gotten past the initial stage of purchasing the product, the customer support drops significantly.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source

    Response: David, Claritysoft

    May 2018

    Stephanie, we appreciate the time you took to submit a review of Claritysoft. Unfortunately, despite an exhaustive search of our client database, we are unable to locate your name as a Claritysoft user at any time. Because we strive to deliver an outstanding user experience it is imperative that we ensure all reviews are from actual customers who have experience with our solution. Perhaps you used Claritysoft under another name? Please let us know and allow us an opportunity to assist you with any challenges you have had. Claritysoft is committed to providing the best solution available. Thank you, we look forward to talking with you soon and ensuring your interactions with the software and our team are nothing less than exceptional.

  • Jill from Financial Concierge Inc.

    Specialty: Consulting

    Number of employees: 2-10 employees

    February 2018

    Just getting into it

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    great customer support and follow-up

    Pros

    Visual display. Linking to email, tasks and meetings. Like being able to add to drop down lists. Like being able to assign tasks to another team member.

    Cons

    Configuring is more challenging than I expected. But then I am trying to save money by doing it myself.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Michael from Harvard Savings Bank

    Specialty: Banking

    Number of employees: 51-200 employees

    January 2018

    Easy to use but implementation with email integration has been slow.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I recommend this software based on its ease of use and affordability with a flat rate and low implementation costs.

    Pros

    Software is easy to use and creates the information that we as a small community bank are looking for to manage our pipeline and prospects. Price is right for what you get and much more affordable than industry standards. Training with online/youtube options has been very good.

    Cons

    Implementation with email has been slow due to issues in our Kerio email. Data filters are very sensitive to syntax and can be annoying to deal with.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Sonya from Mobile Dental Xpress

    Specialty: Healthcare / Medicine

    Number of employees: 2-10 employees

    January 2018

    Operation Manager

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to use ? Great support the staff is always nice and friendly when I call. I enjoy the webinars they are very user friendly.

    This review was submitted organically. No incentive was offered
    Review Source
  • Casey from LYNK Capital

    Specialty: Other services

    Number of employees: 2-10 employees

    October 2017

    Great software just needs some tweaking

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall we are pleased with our use of it.

    Pros

    Intuitive software, easy to use, easy to setup, fantastic support team. Search functionality is great when searching general and detail oriented things.

    Cons

    Reporting doesn't work as it should - needs some improvement, not able to fully customize in terms of removing sales modules, emails could have a more professional look, email syncing could be better.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Joshua from Pearson Medical Technologies, LLC

    Number of employees: 2-10 employees

    July 2017

    I love this software, and I use it every day to manage our customers, accounts, and leads!!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    If I had to use pen and paper to keep track of what ClaritySoft does, it would take me an eternity to do what I have done with this software.

    Pros

    The thing that I like most about this software is that it is user-friendly and has a memory that I could never dream of! It keeps up with every call, email, fax, meeting, follow up, and everything else that I do for every person I contact! It is a beast of a software, and I would recommend it to anyone!

    Cons

    The only thing that I do not like about it is that I wish they had an app, but they do have a mobile website which you can create an app from a website (Google it, I did it for my fiance's bank).

    Review Source: Capterra
  • Megan from Pines of Sarasota

    Specialty: Healthcare / Medicine

    Number of employees: 2-10 employees

    July 2017

    Seems Like a Great Product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Customer Service was very helpful and gave they gave a 30 min demo that was very informative.

    Pros

    Even though I was using a trial, it was very user friendly and had some great features. Had a great ease of use.

    Cons

    Since we are part of a Senior Care Community, we need a program that is HIPAA compliant, and that was the only con we had.

  • John from Laurel Bridge Software

    Specialty: Other

    Number of employees: 11-50 employees

    May 2017

    Claritysoft is a very professional and customer friendly organization with a good tool and awesome personnel.

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    The service and help is great! The sales people have helped me understand what they have to offer, answer questions quickly, etc. It overall seems like a great product.

    Cons

    I can't say that I am aware of many cons other than the fact that it would be great to have one big bulk price for all the different things clarity soft brings to the table. Or maybe even have the different features as an add-on for only a few people as opposed to everyone who may not use certain features

  • Michele from Fontrick Door Inc.

    Specialty: Manufacturing

    Number of employees: 11-50 employees

    May 2017

    ClaritySoft Is Very User Friendly

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    ClaritySoft makes it easy to set up and user their software. They are very helpful in answering any questions you may have throughout the whole process.

    Cons

    ClaritySoft does not offer some functionality that I think would be useful. Certain fields will not pull from Quotations to Sales, for instance, quote number. It is important for us to know the quote number through all phases of the sale.

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