Claritysoft CRM Reviews & Pricing
- Channel Management Software
- Accounting CRM Software
- Android CRM Software
- Automotive CRM Software
- Casino CRM Software
- Church CRM Software
- Cloud CRM Software
- Complaint Management Software
- Construction CRM Software
- CRM For Commercial Real Estate
- CRM For Consulting
- CRM For Macs
- CRM Insurance
- CRM Software
- CRM Software For Project Management
- Custom CRM Software
- Customer Analytics Software
- Customer Database Software
- Customer Engagement Platforms
- Customer Journey Mapping Software
- Customer Profile Software
- Customer Retention Software
- Customer Success Software
- Distribution CRM Software
- Ecommerce CRM Software
- Email Tracking Software
- Financial Services CRM Software
- Fundraising CRM Software
- Higher Education CRM Software
- Hotel CRM Software
- Influencer Marketing Software
- IT Ticketing Systems
- Knowledge Base Software
- Lead Management Software
- Legal CRM Software
- Marketing Analytics Software Tools
- Marketing Attribution Software
- Marketing Automation Software
- Mortgage CRM Software
- Nonprofit CRM Software
- Online CRM Software
- Pharmaceutical CRM Software
- Press Release Distribution Software
- Restaurant CRM Software
- Retail CRM Software
- Sales Acceleration Software
- Sales Management Software
- Sales Mapping Software
- Travel Agency Software
- Venue Management Software
What is Claritysoft CRM?
Industry Specialties: Serves all industries
Claritysoft CRM is a cloud-based solution designed to help businesses streamline sales processes and improve efficiency through customization, organization and automation. Users can create custom workflows, automate repetitive tasks, and view and manage leads as they move through the pipeline. It offers a central database for contact and account information with past interactions.
Extensive collaboration features and custom views ensure better communication and teamwork. It offers a mobile app and integration options via Zapier, API access and native integration.
Claritysoft CRM Pricing
Based on our most recent analysis, Claritysoft CRM pricing starts at $49 (Per User, Monthly).
- Price
- $$$$$
- Starting From
- $49
- Pricing Model
- Per User, Monthly
- Free Trial
- Yes, Request for Free
Training Resources
Claritysoft CRM is supported with the following types of training:
- Documentation
- In Person
- Live Online
- Videos
- Webinars
Support
The following support services are available for Claritysoft CRM:
- Phone
- Chat
- FAQ
- Forum
- Help Desk
- Knowledge Base
- Tickets
- Training
- 24/7 Live Support
Claritysoft CRM Benefits and Insights
Key differentiators & advantages of Claritysoft CRM
- Enhanced Customer Relationships: Claritysoft CRM enables businesses to maintain detailed records of customer interactions, fostering stronger relationships through personalized communication and timely follow-ups.
- Streamlined Sales Processes: By automating routine tasks and providing a clear overview of the sales pipeline, Claritysoft CRM helps sales teams focus on closing deals rather than administrative work.
- Improved Data Accessibility: With centralized data storage, team members can access customer information from anywhere, ensuring that everyone is on the same page and reducing the risk of miscommunication.
- Increased Productivity: The intuitive interface and customizable dashboards allow users to quickly access the tools and information they need, minimizing downtime and boosting efficiency.
- Better Decision Making: Claritysoft CRM provides robust reporting and analytics features, enabling managers to make informed decisions based on real-time data and trends.
- Enhanced Collaboration: By providing a shared platform for communication and information sharing, Claritysoft CRM encourages teamwork and collaboration across departments.
- Scalability: As businesses grow, Claritysoft CRM can easily scale to accommodate more users and additional features, ensuring that the system continues to meet evolving needs.
- Cost Efficiency: With its flexible pricing model, Claritysoft CRM offers a cost-effective solution for businesses of all sizes, allowing them to pay only for the features they need.
- Improved Customer Retention: By tracking customer interactions and preferences, Claritysoft CRM helps businesses anticipate needs and provide proactive service, leading to higher customer satisfaction and loyalty.
- Customizable Workflows: Businesses can tailor Claritysoft CRM to fit their unique processes, ensuring that the software supports rather than dictates their workflow.
- Seamless Integration: Claritysoft CRM integrates with a variety of third-party applications, allowing businesses to create a cohesive tech ecosystem that enhances overall functionality.
- Enhanced Security: With robust security measures in place, Claritysoft CRM ensures that sensitive customer data is protected against unauthorized access and breaches.
- Time Management: The task management features help users prioritize and track their activities, ensuring that important tasks are completed on time and deadlines are met.
- Lead Management: Claritysoft CRM helps businesses capture, track, and nurture leads through the sales funnel, increasing the likelihood of conversion and revenue growth.
- Customer Insights: By analyzing customer data, Claritysoft CRM provides valuable insights into customer behavior and preferences, enabling businesses to tailor their marketing strategies effectively.
Industry Expertise
Claritysoft CRM Reviews
Based on our most recent analysis, Claritysoft CRM reviews indicate a 'great' User Satisfaction Rating of 88% based on 284 user reviews from 3 recognized software review sites.
284 reviews
Synopsis of User Ratings and Reviews
Based on an aggregate of Claritysoft CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.
Pros
Cons
Researcher's Summary:
Is Claritysoft CRM really clear sailing for businesses seeking a robust CRM solution? User reviews from the past year paint a somewhat mixed picture of this platform, highlighting its strengths in usability and customer support while acknowledging some limitations. Many users, particularly those with basic CRM needs, find Claritysoft to be incredibly user-friendly, praising its intuitive design and ease of navigation for everyday tasks like contact management and sales tracking. The platform's customer support is consistently lauded as responsive, helpful, and a key factor in its positive user experience. However, some users have pointed out that Claritysoft's integration capabilities, especially with social media and accounting software like QuickBooks, are somewhat lacking, which could be a drawback for businesses heavily reliant on these integrations.
While Claritysoft is highly customizable, some users find the user interface less intuitive than desired, leading to a steeper learning curve, especially for those new to CRM systems. This mixed bag of user feedback suggests that Claritysoft CRM is a strong contender for businesses seeking a customizable CRM solution with excellent support, but potential users should carefully weigh the pros and cons based on their specific needs and technical comfort levels.
For instance, a small business primarily focused on contact management and sales tracking, with less emphasis on social media integration or complex reporting, would likely find Claritysoft to be a good fit. Conversely, a larger company with more intricate integration needs and a higher level of technical expertise might find Claritysoft's limitations to be a significant hurdle. Ultimately, Claritysoft seems to shine brightest for businesses prioritizing ease of use and excellent customer support, particularly those with straightforward CRM requirements.
Key Features
- Account Management: Store and organize all contact and communication information for an organization in a single-page interface. Use these accounts for segmentation and targeted campaigns.
- Contact Management: Store, update, organize and share contact information with team members. Access data efficiently with custom fields, notes, activity tracking, segmentation, geo-location tagging and global search.
- Activity Management: Stay on the ball by setting up tasks, activities and meetings with timely reminders and notifications. Sync schedules with Microsoft Outlook and Google Calendar to access appointments offline. Share calendars and track team members’ activities to boost accountability.
- Lead Management: Collect, organize, manage and track all leads using a Kanban pipeline board view. Set up lead qualification and assignment criteria and add custom fields for additional information about a given lead. Group and segment leads at each stage of the pipeline for dedicated email campaigns.
- Marketing Automation: Create and execute email campaigns using templates with personalization and segmentation for better engagement. Validate and optimize emails for smartphones and access email performance analytics.
- Price and Quote Management: Use templates to create shareable and customizable quotes, proposals and price books within minutes.
- Workflow Automation: Improve efficiency by setting up rule-based workflow automation for lead segmentation, task management, record updates and follow-up communications.
- Dashboard and Reports: Get visual insights into performance using the central dashboard showcasing a data-based presentation of key metrics and automated reports for each KPI and activity. Generate standard, customizable, advanced and branded reports to share with internal and external stakeholders.
- Integrations: Integrate with Microsoft Outlook, Google Suite apps, Sakari and QuickBooks. Use API access, configurable web hooks and Zapier for third-party integration.
Approach to Common Challenges
- Unorganized Data: Streamline data management with custom filter views, contact management and search capabilities. Access all customer interactions and communication details in a centralized location.
- Missed Opportunities: Prioritize high-potential leads and track their progress with the Kanban pipeline and lead scoring. Notify users about important tasks.
- Inefficient Workflows: Free up sales reps for relationship building by streamlining repetitive tasks like lead segmentation, task assignment and follow-up communication. Standardize processes with workflow automation.
- Poor Communication: Improve collaboration with internal messaging, shared calendars and deal tracking features.
Cost of Ownership
- Professional at $49
- Accelerator at $59
- Enterprise at $69
Limitations
- Occasional lags.
- Some integrations are limited.
Demo Resources
- Quickstart Implementation: Use an implementation program to set up and customize your system and train staff.
- Knowledge Base: Search for answers, watch video tutorials and past webinars, and access software guides.
FAQs
Similar Products
Here are the most similar products to Claritysoft CRM.
