Claritysoft CRM

4.5 / 5 29 reviews

Who Uses This Software?

Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well.


Average Ratings

29 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $39.00/month/user
  • Pricing Details
    $39 Standard
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Claritysoft
  • www.claritysoft.com
  • Founded 2010
  • United States

About This Software

See why so many companies switch to Claritysoft CRM. Our intuitive CRM solution invites you to discover and use a collection of the most important CRM features. In minutes, youre adding your contacts, notes and activities and building your sales pipeline. Claritysoft CRM has the horsepower for large companies and it's easy and cost effective so it's great for small business. Check out Claritysoft CRM to see if its right for you. Best for companies with 10 1000 employees.


Features Checklist

  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

Product Reviews

New users experience

Jan 18, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: So far ClaritySoft has been sufficient for what we need. Ultimately we would like the system to be cohesive in meshing with our booking system. There have been some confusions as some of our users used the desktop platform and others use the online version. I think that

Amazing and Awesome!

Jan 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Organization, Data Collection, and User Friendly!!!

Cons: I do not know how to download mobile app yet lol!!!

Overall: I personally use ClaritySoft every day, and I cannot picture my work day without it!!! The ease of keeping track of thousands of accounts in any way you want makes this amazingly awesome!

Recommendations to other buyers: This software is great if you are trying to keep track of when to contact people and businesses and what you have contacted them about in the past. Also, helps keep track of opportunities, quotes, leads, etc. I utilize this software every day, and I love it!!!

Great CRM Tool For The Price

Jan 18, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We've been using ClaritySoft for a few years and have been very happy. They are continually working on upgrading the tool based on customer needs. Customer support is excellent!! The only difficulty we have is creating customized reports/quotes. That is not very user friendly.

Daily account updates

Jan 18, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Keeps track of daily activities

Cons: Hard time adding or deleting certain features

Overall: Very convenient to keep track of what accounts need from day to day . Helps keep track of who I need to contact, the subject of conversation or content of emails, and when I need to reach out. Have some trouble navigating to add or delete some things that are displayed. Overall I believe it is a good program.

Exceptional service

Jan 12, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Very easy to use this CRM. Best of all is their customer service and support always very helpful with quick turnaround service. Highly recommend.

Easy to use

Jan 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: easy to use
great features

Cons: cost is a bit on high side for small business

Overall: Crm was easy to use and and helped our company get organized. Great tech support and features are very useful.

Oregon Savings Network Review

Jan 05, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: It provides a nice database that is relatively easy to do searches on.

Cons: Sometimes it is not ideal for our specific organizational purposes and is duplicative at times when entering contacts.

Overall: Overall it serves its main purpose as a database but does have some limitations that are not ideal in communicating with folks but that is due to more internal issues.

Providing clarity to your business process

Jan 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: I like the ease of use and value for money.

Cons: The offline version syncing with the server can sometimes be a little bit slow.

Overall: We have been using ClaritySoft since January 2013 and couldn't be happier with the software. Both online and offline versions work well with our business, and Clarity is quick to rectify any issues with its great support team.

I would recommend ClaritySoft to any business looking to track sales activity quickly and effectively.

Recommendations to other buyers: For a small business, ClaritySoft is a light software that anyone can use.

Most EXCELLENT customer service

Jan 05, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Their customer service.

Cons: A little glitchy sometimes, but it could be on our end some of the time.

Overall: We didn't need a CRM that did lots of tricks. To start we just needed a way to keep notes on customers and provide accessibility for management review. We also needed a bulk email program for promos.
Claritysoft provides a very intuitive platform. We use the offline and mobile versions the most. On the live version, we send bulk emails and generate automatic reports. With a little instruction, everyone took to the common tasks right away.
Like any computer program that holds large quantities of information, we've experienced a few glitches and things that required a bit of a workaround until they helped to smooth things out. There are a few minor things we'd like changed to suit our special needs, but they are working on them. I can not say enough good things about their customer service. They really attend to our needs and call back when they say they will. That means a lot. Revisions are happening all the time so the product just keeps getting better. Later we may choose to incorporate more features.

Recommendations to other buyers: Very intuitive.

A ll inclusive system

Jan 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: all inclusive functions of operation

Cons: a bit on the costly side for small businesses

Overall: I was introduced to Clarity soft CRM in 4 years ago. The support I received from technical support was very helpful since I had no prior experience in using a CRM.
Clarity soft also offers monthly training sessions and if you can't attend you are able to listen at a time when more convenient.

I would recommend this system to any business that is wanting to be organized and detailed in keeping track of potential clients and existing customers.

Claritysoft review for medium size manufacturer

Jan 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We compared Claritysoft to Zoho, Sales Force, and a few other smaller CRM systems. Claritysoft was chosen for the following reasons: ease of customization; USA based tech support, intuitive interface, easy reporting, & affordability. We've been using Claritysoft about 15 months (25 users), and it has met most of our expectations. When there is a problem, the support staff is always helpful and friendly, plus you don't get stuff in voice mail hell - just press 2 for tech support!

CRM Software that actually gets used

Jan 05, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Comments: We have had a great experience working with Claritysoft. The software is easy to use (which means that our staff is actually using it as we intended) and their support has been outstanding. They have a strong understanding of the user's needs and how to make it a quality experience.

A Good CRM Product for our Distributorship

Jan 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: We are a small business with about 6 active salespeople using the CRM for contact management, opportunity management, and sales management. As a Sales manager, it is easy for me to create reports and distribute activities to the sales reps. As the rep, it's easy to manage an activity list and opportunities.

Great CRM! Glad we found it so we could leave Salesforce.com.

Jul 22, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: It's combined the best features of Salesforce.com and ACT! to create an easy-to-use and fairly intuitive CRM experience. Customization is easy and straightforward. (In the interest of full disclosure, I have about 20 years of experience administering various CRM environments - starting with Goldmine in the early 90s, moving to ACT! in the late 90s, then Salesforce.com in 2005 - so I know what I'm looking at and know what I'm looking for.)

Cons: Currently, custom objects can be related to only Contacts and Accounts. It would be great if we could create relationships between custom objects and other standard objects.

I saw a demo that showed a revised organization of the Settings commands. This will be very helpful; the new design is much more intuitive (based on my experience using other CRM software). Please implement this as soon as you can.
The documentation could be more complete. What's there is great (like the instructions for setting up Outlook Sync with Live), but more information (like setting up custom objects) would be helpful.

Overall: We just started the implementation process and have a fabulous experience.
Everyone at Claritysoft is helpful and responsive. In fact, I found a couple of tiny bugs but they were fixed within 24 hours of my reporting them.

I've learned a lot from watching the recorded training videos and attending the live training sessions.

Claritysoft CRM saved us time and money!

Jul 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: How Easy it is for our Employees.
The price is number one for us!
Support is amazing, They help you with every little thing!

Cons: We did have one con about the Reports, but Matt just informed me they are releasing a Expert Report manager soon! This clears this con up:)

Overall: Before we decided to use Claritysoft, Me and my team had disagreed on Microsoft Dynamics or Claritysoft. After, two weeks, we finally picked Claritysoft and we are glad we did! It was so much easier to use then Dynamics and the support is free! The program is way better then Dynamics and even has more features! Matt and Susan are good about checking up on you and take their jobs seriously, so no matter what, someone is checking up on you! Thanks guys!

Recommendations to other buyers: It's defiantly worth the one year agreement!

Claritysoft CRM-A Very Good CRM System

Jul 19, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet.

Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings.

The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around".

As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

Cons: We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies).

Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

Overall: Claritysoft CRM has most all of the features of much more well known and pricier CRM products at a much lower price point.

We tried out about 7 different CRM systems during our evaluation period and found that Claritysoft had by far the best bang for the buck. We took advantage of each product's free 14-30 day trial and put each product through some fairly rigorous testing. We attempted to develop a standardized trial process that gave us an idea of ease of use and functionality of each product that we tested. We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities. We also manually entered contacts, accounts, opportunities and quotes. Any questions that we had were very quickly addressed by our Account Manager, Matt Welch, and their Technical Support Team.

We are a fairly small company and as such, only have a need for a few licenses. I have never gotten the feeling that our account was not worth as much as much larger organizations with many more users. I have dealt the Founder, our Account Manager, Accounting and all of their Technical Support Engineers and in each and every case have been made to feel like I am their most important customer.

Recommendations to other buyers: Claritysoft CRM is an excellent product and well worth your time to consider. If you are just starting the CRM evaluation process here are two things that I would definitely do: 1) Spend time upfront developing a wish list what you are looking for in a new CRM system 2) Get some kind of a budget set up (even if it¿s what your max spend can be it¿s better than nothing). After this is accomplished, look online for comparison reports that list the features and pricing of multiple systems (I was able to find several that listed at least 5-10 systems). After reviewing the comparison reports, select several systems that seem to have what you are looking for and are within your budget and get the product demo'd by their salespeople. Make sure that you have a decent understanding of how the product works (especially the features that are important to you) and then download the trial version and put it through the paces. Pay attention to what was emphasized during the demo. That is going to be the products strong points. If the salesperson seems to avoid or talk around answers to questions or says that they don¿t make that feature available in the trial versions I would move on to another product and forget that one.

I would use ClaritySoft for my CRM needs in a heartbeat.

Mar 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The pros and cons of working with an organization can be many. The pros far outweigh the cons at ClaritySoft. The relationship starts with an in-depth discussion of customer needs and then how the ClaritySoft system will meet those needs. The Trainer was exceptional, always knowledgeable and responsive. The support staff always kept me informed and listened to any issue, recording the screen movements to give to the programmers. We did have a hiccup during implementation but that was addressed and was done in a timely manner. I would use ClaritySoft for my CRM needs in a heartbeat.

Early stage stumbles and have come to love the product

Jul 13, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We were searching for a CRM solution that was simple , yet sophisticated. We did not want our people to have to study the software for months. We also wanted something that would enable us to work in the field and office with ease. Clarity has performed well in these areas.

We also need tech support from time to time . 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. We learned about the online version and never looked back . It has made such a difference with the collaboration betqween our sales reps and office staff that it now our go-to product .
After having used many CRM packages throughout my sales career I have been through all kinds of good and bad situations . Clarity is a Very Good solution.

Great Functionality with a simple interface and excellent usability

Jul 09, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: Claritysoft offers the functionality of big or popular packages with an easer interface and quick customization. This has enabled us to tailor the product to our exact market quickly and improve acceptance and use in the company. One absolute key that most companies miss is the ability to work when not connected. This is important for use in the field in the western US and has also has provided us with additional utilization of "Plane Time", resulting in more satisfaction among users. Give Claritysoft a careful look before you choose a CRM, full features and more at a competitive price

I like the software very much. It has helped with organizing my schedule and tasks.

Jun 24, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The operation and and function of the software makes sense to me, so it was reasonably easy to implement. The training that we received at the time of the purchase was very good and I don't think we have used all of the training we purchased. Any questions that I have asked have been answered quickly and thoroughly.

The operation of the software has benefited our company by providing a central location for customer information for all users to view.

This software has many bells and whistles. I use on a daily bases about 20% of the software.

Jun 09, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: The system is always open and running quickly when I go to enter my data at any time of the day or night. The update of information is clean and effortless to outlook. The support staff returns my calls quickly and is willing to walk me through my issues.

Cons, I would like to have a few more custom made report files that I can quickly gather and print for each of my office locations.