Last Updated
Overview
Claritysoft is a reliable customer relationship management (CRM) system for small businesses and enterprise-level organizations. The software facilitates driving revenue growth, improving customer satisfaction, and achieving business success. From sales to marketing, Claritysoft is a one-stop solution. So, revolutionize your sales and customer management with Claritysoft today.
Claritysoft Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
Claritysoft Features
Contact Management
Claritysoft provides robust contact management capabilities. This feature facilitates different tools that can keep a record of clients, as well as organize and manage customer contacts and information.
Pipeline Management
The feature helps users to effectively track and manage their sales pipeline. They can monitor the progress of deals, track stages, and gain insights into the overall sales performance through Claritysoft.
Sales Forecasting
The software supports businesses with analytical tools for historical data, current trends, and sales pipeline information. It helps companies to make informed forecasts and set realistic sales targets.
Project Management
It enables users to sustain the depth of their projects with its tools for planning, tracking, and collaborating within ClarityCRM. Businesses can streamline project workflows and keep teams organized.
Workflow Automation
This feature saves time by automating repetitive tasks and streamlining workflow processes. Users can create custom workflows and automate tasks like data updates, improving efficiency and reducing manual effort.
Pros And Cons of Claritysoft
Pros
Accurate reporting
User-friendly interface
Seamless desktop and cloud versions
Multiple modules
Cons
Intermittent loading lags
There could be more integrations, as per Claritysoft reviews
Claritysoft Reviews
Total 103 reviews
4.4
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars43%
3
Stars5%
2
Stars2%
1
Stars0%
Share your experience
Camilla
Marketing and Advertising, 11-50 employees
More than a year
“Great for sales & team collab”
Pros
It is great for sales, marketing, client management and team collaboration. Also the new interface design has really improved the whole experience of ours.
Cons
We had some problems getting it to work with our other tools.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
9
Functionality
8
Foy
Security and Investigations, 1-10 employees
Less than 6 months
“Excellent customer service”
Pros
Claritysoft platform is easy to use and the customer service is excellent, always ready to assist me with any questions I had about the software.
Cons
It took me a little while to learn the system but once I got comfortable, I really enjoyed how user-friendly it is.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Chastity
Professional Training & Coaching, 51-100 employees
More than a year
“Smooth switch to a user-friendly CRM”
Pros
Switching from our old CRM to Claritysoft was incredibly smooth. Also it is very user-friendly. We also love how the Accounts, Contacts and Opportunities sections all integrate seamlessly.
Cons
I do not like that our email marketing tool, Engage does not sync with the CRM. We would love to create tasks for the team based on how our email campaigns are performing.
Rating Distribution
Ease of use
6
Value for money
7
Customer Support
6
Functionality
5
Frequently Asked Questions
What types of pricing plans does Claritysoft offer?
Claritysoft software CRM offers three pricing plans: Professional, Accelerator and Enterprise, starting at $49/month. Learn more about Claritysoft pricing plans.
Does Claritysoft offer an API?
Yes, Claritysoft provides an API.
What language does Claritysoft support?
Claritysoft supports the English language.
What other apps does Claritysoft integrate with?
Claritysoft integrates with Gmail, Outlook, Zapier, Excel, QuickBooks, Sakari SMS, and more.
Does Claritysoft support mobile devices?
Yes, Claritysoft supports Android, iPad, and iPhone.
Who are the typical users of Claritysoft?
Claritysoft caters to businesses of all sizes in various industries, such as healthcare, finance, computer software, etc.