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Claritysoft CRM vs servis.ai: Which is a better fit?

Updated on January 21st, 2025
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Summary
Key features rated by users
Features selected based on 14,635 reviews from CRM users.
% Fit
Not enough reviews
Feature ratings
Contact Management
4.7
Lead Management
4.5
Sales Pipeline Management
4.5
Reminders
4.0
Customizable Fields
4.2
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
4.5
Lead Management
4.6
Sales Pipeline Management
5.0
Reminders
NA
Customizable Fields
5.0
User satisfaction
4.6
User reviews176
Ease of use
4.5
Functionality
4.3
Value for money
4.7
Customer support
4.7
4.7
User reviews72
Ease of use
4.6
Functionality
4.5
Value for money
4.8
Customer support
4.9
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

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.

Servis.ai empowers leaders to optimize sales, marketing, customer success, project management, and more. We help teams get everything in one place, work more collaboratively, and track performance.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
123868
4 screenshots
167757
5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Claritysoft CRM

Top Features
33/37
  • Customer Journey Mapping
  • Data Security
  • Lead Generation
  • Lead Scoring
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

servis.ai

27/37
Show CRM Software Features +

Claritysoft CRM

  • Best Value Lead Management
    Software (2023)

servis.ai

--

Claritysoft CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
servis.ai
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Claritysoft CRM
  • By Claritysoft
  • Located in United States
  • Founded in 2010
servis.ai
  • By FreeAgent Network
  • Located in United States
  • Founded in 2016
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