Claritysoft CRM Reviews & Pricing

by Claritysoft CRM | Founded 2006, Dublin, OH

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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.

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User Sentiment

Based on 284 reviews:

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Claritysoft CRM Pricing

Based on our most recent analysis, Claritysoft CRM pricing starts at $49 (Per User, Monthly).

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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:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Claritysoft CRM Benefits and Insights

Why use Claritysoft CRM?

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 is best suited for midsize and large businesses that need a user-friendly and affordable CRM solution. It's particularly well-suited for companies that don't have full-time IT staff and need a system that's easy to implement and maintain.

Claritysoft CRM Reviews

Average customer reviews & user sentiment summary for Claritysoft CRM:

284 reviews

88%

of users would recommend this product

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

Customization: Claritysoft CRM offers extensive customization options, empowering businesses to tailor the software to their specific needs and workflows.
User-Friendliness: Many users praise Claritysoft CRM for its user-friendly interface, making it easy to navigate and manage customer data without requiring extensive technical expertise.
Customer Support: Claritysoft is commended for its responsive and helpful customer support team, ensuring that businesses receive timely assistance and efficient issue resolution.
Email Integration: The software seamlessly integrates with email, allowing users to send personalized emails directly from the platform, streamlining communication processes.

Cons

Limited Integrations: Users report difficulties integrating with essential business tools like social media platforms and accounting software such as QuickBooks, potentially hindering workflow efficiency.
Complex Interface for Advanced Tasks: While considered user-friendly for basic functions, some users find the interface less intuitive when tackling more complex tasks, leading to a steeper learning curve for new users and potentially slowing down adoption.
Reporting Challenges: A subset of users have reported difficulties generating specific reports and find some of the existing report templates to be of limited practical use, potentially impacting data analysis and decision-making.

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

Frequently asked questions regarding Claritysoft CRM pricing include:

Q: Does Claritysoft CRM offer a free trial?

A: Although a free trial isn’t mentioned on their site, Claritysoft CRM offers a free demo for users.

Q: How much does Claritysoft CRM cost per month?

A: Claritysoft CRM offers three different pricing tiers per user, per month:

Professional at $49
Accelerator at $59
Enterprise at $69

However, it’s important to note that they do not offer a monthly subscription. Buyers are charged annually at a three-user minimum. So, the cheapest actual cost per month would be $147 for Professional, $177 for Accelerator and $207 for Enterprise. They also charge a one-time implementation fee.

Limitations

At the time of this review, these are the limitations according to user feedback:

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

Frequently asked questions regarding Claritysoft CRM include:

Q: Can Claritysoft CRM be customized to fit the specific needs of my business?

A: Yes, Claritysoft offers extensive customization options including custom workflow automation, views, data fields, reports and content templates. According to user reviews, customization is robust and easy to manage.

Q: What kind of customer support does Claritysoft CRM offer?

A: Users can access 24/7 support through phone, email and a dedicated support portal.

Q: How long does the implementation process take?

A: Claritysoft CRM offers users a Quickstart program that can be implemented in one to two days. However, the process also depends on team availability and data maintenance, so it can range from two to six weeks.