The proposal/ quoting functionality has been a disappointment.

But the most impressive is there is a client portal feature for our clients to collaborate on projects, accept quotes and view invoices.

Entering timesheets is super easy. It's also good to see my tasks for the week ahead.

It feels like they care about their customers. They're super genuine people.

I also really like the triggers for alerts on budget/usage %, this automation has been very helpful.

Accelo can definitely seem intimidating at first as there are a ton of menus that can take time to familiarize yourself with.

There are a lot of rough edges, both poor UI choices and pieces that don't quite have the functionality expected.

I wanted a great PSA, one that I could stand up quickly and get to work without hours and hours of churn. This fit the bill great.

I like the affordability. We are a new MSP and this was a great entry level service desk tool for our company.

I like that the all-in-one package is significantly cheaper compared to the one-off costs.

We are still learning something new and helpful within the software every day and their customer support is VERY on top of questions and concerns.

Business clarity on tasks and requirements and deadlines are definitely my favourite.

Integration with Gmail makes creating tasks from emails very easy. The ability to create projects by client makes keeping tasks organized and logging time a breeze.

Introducing new integrations and exciting features, alongside making the core functionality more slick, shows that they care about their customer base and they want to make a difference.

Helps our team easily track time between projects. Design is easy to use and pleasant to look at.

Our team loves the product. With the current COVID pandemic, we have found ourselves having to do more with less.

We'd have a staff meeting and load up a page with 3 or more filtering specifications then click something and the results of the filter were lost.

The overall experience is great and the functionality to manage all the different functions/areas in one application is amazing.

Lots of features, great customer support, great for CRM and project management.

Accelo does a good job helping our marketing agency setup and manage retainers for clients and manage the budget of time they have available.

The tool meets 90-95% of our needs, and they continue to improve upon it. Their support team is one of the best we have seen (we have used many products over the years).

I really like how I can see all the work I have been assigned at the beginning of the week. It's also very easy to enter my timesheet.

We've centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.

Ease of use, completely customizable, thoughtful and useful features.

Accelo is a really powerful tool with a lot of functionnalities that you can set up. It has so many potentiel to help you grow your business.

Also, it's very difficult to book holiday leave in advance - it's a very roundabout process.

The dashboards are awesome and give me an amazing overview of my business.

We had employees refuse to use it because they were so frustrated.

Great Value for Intuitive CRM that Our Staff Uses.

It didn't quite fit the needs of our organization, but I think it could be good for organizations that are starting up.

Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff.

Price is right for what you get and much more affordable than industry standards. Training with online/youtube options has been very good.

Customer service is great. Great product and company.

The graphics and general user interface design were very important to us and Claritysoft scored high is this area. It's customizable and fun.

Easy to implement and great support along the way.

This becomes confusing for the sales team because it shows in both places. Most CRM’s that have multiple pipelines take the Pipeline down to the Stage level.

Priced right for an easily customizable CRM. Gives us the peace of mind that our data is secure, yet accessible from any platform.

Overall we have been very satisfied with the product. Claritysoft seems to have put in the effort where it matters the most.

Additionally, there are no email marketing automation features to auto send emails to customers - something I hear Claritysoft is adding, but haven't seen/used it personally to be able to comment on.

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.

Customer service is very helpful and always available to assist. Helps track sales, opportunities, follow-ups, etc.

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.

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.

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

It's been a very good experience overall, big time. The ease of use good GUI is the biggest.

Once the setup is complete the functionality is great and pulling reports is super easy.

Ease of use, good reporting, user friendly interface.

I like it's ease of use the most. The ClaritySoft Live is the one for us.

We are now at a point of critical mass where we are seeing the power of the tool. During our entire time with the ClaritySoft, we have received outstanding support from the support team.

Easy to customize and lots of online support. Our implementation specialist is fantastic.

And I cannot over estimate how important the robust search functions are. Claritysoft makes finding your records SO easy.

Project module is new so there is work to do your build out. Tracking billable hours is possible with no integration of a separate tracking tool.

My experience has been OUTSTANDING. Our onboarding trainer Linda Woehler has been fantastic and helpful in every way.

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.

Inexpensive, user friendly, has built in marketing and tickets, settings are easy to manage, and setup was easy.

Again, I can't overstate how great support has been. We believed we would get the best support from Claritysoft and you have not let us down.

We had to do a lot of customization which can be frustrating when you want to be able to use the software for varying purposes.

My overall experience with Claritysoft has been excellent and I would recommend it.

This software can do A LOT - much more than what I need it for. That can sometimes be confusing.

US Dollar

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. 

The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. 

With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. 

Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. 

Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. 

Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

LongDescription

File Management

Commenting/Notes

Support Ticket Management

Real-Time Analytics

Deadline Management

Milestone Tracking

Project Workflow

Employee Management

Forecasting

Purchase Order Management

Electronic Payments

Personalization

Invoice History

Status Tracking

Meeting Management

Billable Items Tracking

Internal Chat Integration

Payment Processing

Recurring/Subscription Billing

Time Tracking

Project Templates

Lead Capture

Performance Management

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Vacation/Leave Tracking

Timer

Progress Tracking

Drip Campaigns

Task Board View

Financial Analysis

Sales Pipeline Management

Workflow Configuration

Contract/License Management

Task Scheduling

Financial Management

Change Management

Project Billing

Credit Card Processing

Calendar/Reminder System

Time Clock

Invoice Management

Portfolio Management

Project Planning/Scheduling

Attendance Tracking

Timesheet Management

Project Management

Task Planning

Approval Process Control

Customizable Invoices

Gantt/Timeline View

Lead Distribution

Projections

Time Tracking by Client

Knowledge Management

Pipeline Management

Communication Management

Customer Database

Resource Management

Calendar Management

Customizable Fields

Collaboration Tools

Activity Management

Assignment Management

Sales Trend Analysis

Client Tracking

Template Management

Scheduling

Data Import/Export

Multiple Projects

File Transfer

Customer Support

Resource Allocation & Planning

Testing/QA Management

Buyer Management

Email Templates

Self Service Portal

QuickBooks Integration

Contact Management

Help Desk Management

Sales Approval

Opportunity Management

Project Time Tracking

Email-to-Task Conversion

Hourly Billing

Lead Management

Multi-Currency

Email Marketing

Cost-to-Completion Tracking

Mobile Access

Online Payments

Planning Tools

Online Invoicing

Sales Reports

Requirements Management

Web browser (OS agnostic)

A cloud-based client work management platform to manage all aspects of your client work and improve the performance and profitability of your business.

Plus:
$24.00 Per User / Per Product / Per Month (on an Annual Contract)
Min. 5 Users

Premium:
$39.00 Per User / Per Product / Per Month (on an Annual Contract)
Min. 5 Users

Product Licenses include:
- Sales & Quotes (Plus: $24.00 | Premium: $39.00)
- Projects (Plus: $24.00 | Premium: $39.00)
- Tickets (Plus: $24.00 | Premium: $39.00)
- Retainers (Plus: $24.00 | Premium: $39.00)
- Billing (Plus: $24.00 | Premium: $39.00)
- Reports ($12.00)


Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

Accelo

Live Online

Webinars

Documentation

Videos

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.



Product Catalog

Customer Segmentation

Referral Tracking

Call Management

ROI Tracking

Email Tracking

Configurable Workflow

Sales Activity Management

Performance Metrics

Territory Management

Channel Management

Multi-Channel Communication

Marketing Automation

Lead Segmentation

Real-Time Notifications

Workflow Management

Email Management

Source Tracking

Field Sales Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Segmentation

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 $49 per user/month, billed annually.

Accelo vs Claritysoft CRM

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