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Claritysoft

Score10 out of 10

15 Reviews and Ratings

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What is Claritysoft?

CloudSoft is a simple, cloud-based CRM system for SMBs.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Claritysoft has to offer, as determined by TrustRadius' reviewers.
Based on 15 ratings of Claritysoft's features
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Top Performing Features

  • Help desk management

    This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

    Category average: 8.2

  • Task management

    This includes the ability to plan, track, collaborate and report on tasks.

    Category average: 8.4

  • Customizable reports

    Users can create reports and dashboards unique to their needs.

    Category average: 7.7

Areas for Improvement

  • Channel / partner relationship management

    The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

    Category average: 7.9

  • Quote & order management

    Users can create, process and fulfill price quotations and sales transactions.

    Category average: 7.7

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.7

Reviews

What users are saying about Claritysoft.
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Claritysoft Experience

Incentivized
Lee Redpath
COO in Finance and Accounting at Sayers Wealth (11-50 employees employees)

Use Cases and Deployment Scope

Claritysoft is the primary client data warehouse and CRM.

Pros

  • Customisation
  • Usability
  • Scaleability
  • Affordability

Cons

  • Integration with third parties
  • Use of AI

Return on Investment

  • 10% increase in sales
  • 25% increase in prospects

Usability

Alternatives Considered

Zoho CRM

Other Software Used

Xero

Claritysoft CRM Review after 1 Full Year of Use

Incentivized
Verified User
Manager in Sales (11-50 employees employees)

Use Cases and Deployment Scope

We use Claritysoft as our main CRM. It is meant to track the customers, accounts, the products they've purchased, their type of account, phone numbers, addresses, etc., with a separate place for extra notes. It really acts as a large address book, which is fine, based on our sales model where contracts and opportunities aren't tracked as they normally would be in capital equipment sales.

Pros

  • Acts as an address book
  • Allows for a decent amount of customization
  • From what I am guessing, isn't very expensive

Cons

  • We should be able to import in sales data from Excel or some other format to be included into each account
  • ZERO AI features
  • Limited Dashboard features

Return on Investment

  • I would say it's a great way to have a consolidated address book which allows us to see past calls and emails to make future business decisions
  • It's mass email feature for basic users is a bit complicated. There are templates, but for images, you never know whether it is sending to the customer correctly, which is not good for business
  • It can't track sales data, so forecasting is out the window, which isn't good when we have to do quotas by hand and guesswork. Our company does it, and they do it well, but I know it must take a LOT of time

Usability

Alternatives Considered

Salesforce Sales Cloud

Other Software Used

ZoomInfo Sales, Salesforce Sales Cloud, ChatGPT, Microsoft Copilot, Microsoft Teams, Microsoft Excel

Top Notch CRM

Incentivized
Joshua DayView profile
Pharmacy Automation Consultant in Sales at Pearson Medical Technologies (11-50 employees employees)

Pros

  • Email blasts.
  • Opportunity, quote, and sale record keeping.
  • Customer support.

Cons

  • Analytics of email blast are there but could be improved upon.
  • Slight modifications to import tools.
  • Automatic email, text, etc. plug ins.

Return on Investment

  • We have increased our sales with the use of this software.

Alternatives Considered

Salesforce.com

Other Software Used

Zoom, Google Voice, Microsoft Office 365

Claritysoft is definitely worth it!

Incentivized
Reagan Reed
Pharmacy Automation Consultant in Sales at Pearson Medical Technologies (11-50 employees employees)

Pros

  • Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
  • Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
  • Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.

Cons

  • I think the quote builder could use a good update.

Return on Investment

  • Claritysoft really helped our different departments come together in one software.

Claritysoft - From the Field

Incentivized
Dwayne Tharp
Executive Director Northeast and Mid-Atlantic Territories in Sales at Nfina Technologies, Inc. (11-50 employees employees)

Pros

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.

Cons

  • There is no spell-check function to use when you are sending emails.
  • Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
  • When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
  • When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
  • There is no auto-dial feature built into Claritysoft.
  • The mobile app needs to look and feel just like the online version.

Return on Investment

  • It has had a positive impact since we began using it.
  • We are now able to use it and be more productive than before without a CRM.

Alternatives Considered

HubSpot and HubSpot CRM

Other Software Used

Microsoft Office 2016, Join.me, Zoom, LinkedIn Sales Navigator, ConnectWise Manage

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