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Claritysoft Review

Claritysoft
Our score: 8.0 User satisfaction: 100%

What is Claritysoft?

Claritysoft is an intuitive customer relationship management software that helps businesses deliver exceptional customer experiences. It is designed to achieve the desired level of any organization. The software is easy to use and navigate, ensuring the smooth accomplishment of daily tasks. Claritysoft is capable of assisting businesses in growth and success. The cloud-hosted software offers flexible, robust, and fast performance. It is easy to set up and can be administered and customized according to a business’ preferences. Claritysoft is also capable of refining the user experience of the workforce.

With Claritysoft, businesses are ensured with more lead generation to fill the pipeline with numerous sales opportunities. The software empowers the sales workforce with the necessary tools and insights for effective and efficient sales and marketing processes. Users can manage and track project deliveries with consistency.

Overview of Claritysoft Benefits

Account Management

Claritysoft is capable of managing and sharing all accounts in a secure and centralized location. Users no longer have to store customer data in various places. The software is capable of tracking contacts, opportunities, notes, attachments, activities, sales, quotations, and services from a single comprehensive interface. Users can completely customize the interface and add custom fields for different account information.

Lead Management

Claritysoft is capable of incorporating information into the pipeline reports and sales planning automatically. Users can manage, track and organize all leads through custom fields and group edit tools. Claritysoft allows its users to customize and manage the lead quality system to identify the best leads available. Additionally, users can send emails for mass lead cultivation.

Reports and Dashboards

Claritysoft provides enhanced forecast visibility, predictability, and accuracy. It allows for excellent and comprehensive visual data representations that simplify and optimize decision-making processes. Users can utilize the Report Wizard tool for building Advanced and Standard Reports without difficulty. Claritysoft can automatically email and generate reports. The software allows the user to extract data for various sources and use formulas and tables to create real-time charts and graphs.

Overview of Claritysoft Features

  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile-Based Security
  • Profile-Based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Free US-Based Support
  • Action Plans
  • Audit Log
  • Data Archive
  • Business Rules
  • Advanced & Calculated Fields
  • Custom Modules
  • Document Library
  • Advanced & Excel Reports
  • API & WebHooks
  • Marketing
  • Projects
  • Help Desk
  • Access Control
  • Quickstart Services
  • Activity Management
  • Calendar Management

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Claritysoft Position In Our Categories

Bearing in mind companies have their own business wants, it is only rational that they avoid preferring a one-size-fits-all, “perfect” software solution. Needless to say, it is nearly futile to find such application even among widely used software products. The efficient thing to do should be to take note of the different vital functions which call for a scrutiny including major features, packages, technical skill levels of the users, company size, etc. Next, you should perform your research through and through. Read some Claritysoft review articles and explore the other software options in your list in detail. Such comprehensive product research ascertains you keep away from unsuitable apps and buy the system which includes all the tools your business requires.

Position of Claritysoft in our main categories:

TOP 500

Claritysoft is one of the top 500 CRM Software products

If you are interested in Claritysoft it might also be beneficial to examine other subcategories of CRM Software gathered in our database of B2B software reviews.

It is essential to note that almost no app in the CRM Software category is an ideal solution able to match all the requirements of all business types, sizes and industries. It may be a good idea to read a few Claritysoft CRM Software reviews first as specific software might perform well only in a really small group of applications or be created with a very specific type of industry in mind. Others can work with an intention of being simple and intuitive and consequently lack complicated elements needed by more experienced users. You can also come across services that focus on a large group of customers and provide a rich feature base, but this usually comes at a higher cost of such a service. Be certain that you're aware of your requirements so that you pick a software that has all the functionalities you search for.

How Much Does Claritysoft Cost?

Claritysoft Pricing Plans:

Free Trial

Sales Professional

$39/user/month

Sales Accelerator

$49/user/month

The CRM Suite

$69/user/month

Claritysoft offers three SMB and enterprise pricing plans detailed below:

Sales Professional – $39/user/month (Annual Billing)

  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile-based Security
  • Profile-based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Free US-based Support

Sales Accelerator – $49/user/month (Annual Billing)

  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile-based Security
  • Profile-based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Action Plans
  • Audit Log
  • Data Archive
  • Business Rules
  • Advanced & Calculated Fields
  • Custom Modules
  • Document Library
  • Advanced & Excel Reports
  • API & WebHooks

The CRM Suite – $69/user/month (Annual Billing)

  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile-based Security
  • Profile-based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Free US-Based Support
  • Action Plans
  • Audit Log
  • Data Archive
  • Business Rules
  • Advanced & Calculated Fields
  • Custom Modules
  • Document Library
  • Advanced & Excel Reports
  • API & WebHooks
  • Marketing
  • Projects
  • Help Desk

User Satisfaction

Positive Social Media Mentions 27
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Claritysoft reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Claritysoft. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Hindi

Pricing Model

  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Claritysoft pricing details?

Claritysoft Pricing Plans:

Free Trial

Sales Professional

$39/user/month

Sales Accelerator

$49/user/month

The CRM Suite

$69/user/month

Claritysoft offers three SMB and enterprise pricing plans detailed below:

Sales Professional – $39/user/month (Annual Billing)

  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile-based Security
  • Profile-based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Free US-based Support

Sales Accelerator – $49/user/month (Annual Billing)

  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile-based Security
  • Profile-based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Action Plans
  • Audit Log
  • Data Archive
  • Business Rules
  • Advanced & Calculated Fields
  • Custom Modules
  • Document Library
  • Advanced & Excel Reports
  • API & WebHooks

The CRM Suite – $69/user/month (Annual Billing)

  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile-based Security
  • Profile-based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Free US-Based Support
  • Action Plans
  • Audit Log
  • Data Archive
  • Business Rules
  • Advanced & Calculated Fields
  • Custom Modules
  • Document Library
  • Advanced & Excel Reports
  • API & WebHooks
  • Marketing
  • Projects
  • Help Desk

What integrations are available for Claritysoft?

Claritysoft integrates with the following third-party applications:

  • Microsoft Outlook
  • Gmail
  • Zapier
  • Microsoft Excel
  • QuickBooks
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Reviewed By Jenny Chang
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