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Claritysoft Logo
Claritysoft
Streamlined CRM Solutions
4.3
(98)
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Claritysoft Reviews & Product Details

Claritysoft Overview
What is Claritysoft?

Claritysoft offers some of the most user-friendly and easy-to-use CRM solutions available today. Rooted in usability, Claritysoft focuses on account management, contact management, and Outlook integration functions. This is a cost-effective and easy-to-use solution coupled with an intuitive user interface. 

Company Claritysoft
Year founded 2010
Company size 11-50 employees
Headquarters Dublin, Ohio, United States
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What Claritysoft is best for?
How does Claritysoft compare to Act!?
What are the pros and cons of Claritysoft?
Claritysoft Product Details
Capabilities
API
Segment
Small Business
Mid Market
Deployment Cloud / SaaS / Web-Based, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Claritysoft Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Claritysoft Media
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Claritysoft Screenshots
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: December 10, 2024
Claritysoft Logo
98 Claritysoft Reviews
4.3 out of 5
Small Business (50 or fewer emp.)
Sep 14, 2017
 Source
Overall Rating:
4.5
MC
Mark C.
Regional Director
Share
"Claritysoft "
What do you like best about Claritysoft?

Claritysoft offers a live and offline experience. The live version is the push for the future, so as you would think it has more powerful options than offline. It is very easy to use and has a very robust lineup. The ability to manage your relationships is on the high end of the scale and the ability to use email campaigns with analytics is also on the high end.

What do you dislike about Claritysoft?

At this time, there are still a few quirks that they are working hard to fix with the email campaign process.

What problems is Claritysoft solving and how is that benefiting you?

It is almost impossible in today's business world to reach each other by phone or face to face. Today, more than ever before, there are so many request for our time which can interfere with our ability to focus on our core business responsibilities. The ability to reach and share important information with clients and perspective clients on their time table is invaluable and Claritysoft gives you this opportunity.

Small Business (50 or fewer emp.)
Sep 20, 2023
 Source
Overall Rating:
4.0
KS
Kristen S.
Founder
Share
"Always Growing"
What do you like best about Claritysoft?

The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year.

What do you dislike about Claritysoft?

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page.

What problems is Claritysoft solving and how is that benefiting you?

We use Claritysoft to record customer information and keep it up to date, keep records of customer interactions (meetings, mailings, emails, etc.), and track our sales. Several CRMs are tailored to meet the needs of financial advisors, but because our company serves a niche clientele (public educators), we needed a CRM that let us customize modules and data fields. Claritysoft allows us to record and organize data that other financial industry CRMs did not.

Small Business (50 or fewer emp.)
Jul 24, 2023
 Source
Overall Rating:
4.0
JH
Justin H.
Founder
Share
"Clarity works well"
What do you like best about Claritysoft?

It's user friendly and not complicated. I can keep track of customers easily : )

What do you dislike about Claritysoft?

Can't send images easily through email, some formatting glitches for ancillary functions.

What problems is Claritysoft solving and how is that benefiting you?

It heklps keep the team organized and keeps records in real time.

Small Business (50 or fewer emp.)
Dec 07, 2018
 Source
Overall Rating:
4.0
MT
Melodee T.
Associate
Share
"Extremely versatile, easy to us product with excellent customer service and support."
What do you like best about Claritysoft?

Not provided

What do you dislike about Claritysoft?

Not provided

What problems is Claritysoft solving and how is that benefiting you?

Not provided

Small Business (50 or fewer emp.)
Nov 01, 2018
 Source
Overall Rating:
4.0
GD
Gayle D.
Client Service Associate
Share
"Good Experience"
What do you like best about Claritysoft?

Scheduled reports, helps us keep track of weekly activity

What do you dislike about Claritysoft?

Having to manually change dates for scheduled reports.

What problems is Claritysoft solving and how is that benefiting you?

Claritysoft helps us create transparency and stay organized with current and potential customers.

Small Business (50 or fewer emp.)
Oct 30, 2018
 Source
Overall Rating:
4.0
WM
Wayne M.
Account Executive
Share
"Sales organization"
What do you like best about Claritysoft?

The Clarity team customer service and assistance in training is second to none. If I needed any help, they were always there. The weekly webinars are also very informative and easy to follow. And you can always catch a YouTube video for help.

What do you dislike about Claritysoft?

There are a few kinks in the software that I have had to work through. But overall, the product is great!

What problems is Claritysoft solving and how is that benefiting you?

Sales cycle process and workflow has been awesome.

Mid Market (51-1000 emp.)
Oct 30, 2018
 Source
Overall Rating:
4.0
AD
Angela D.
Marketing, Communications, And Public Relations Executive
Share
"ClaritySoft CRM Review"
What do you like best about Claritysoft?

The ability to easily customize your fields within the CRM

What do you dislike about Claritysoft?

The build out -- it takes time to customize your fields/views/build reports

What problems is Claritysoft solving and how is that benefiting you?

Analytics, marketing, communications, business development, automation

Small Business (50 or fewer emp.)
Oct 30, 2018
 Source
Overall Rating:
4.0
DT
Dwayne T.
Regional Sales Director Pa/Nj/De/Md/Wv/Va/Nc/Sc & Dc
Share
"Claritysoft Review"
What do you like best about Claritysoft?

The ease of use...it is so easy to use. You can find your informaiton when you need it.

What do you dislike about Claritysoft?

I found the training to be hard to find...need an online training manual that has hyperlinks so you can click and go to what you want.

What problems is Claritysoft solving and how is that benefiting you?

Keep data and making it visible to all that need to see it...collaborating on accounts, etc.

Small Business (50 or fewer emp.)
Sep 21, 2017
 Source
Overall Rating:
4.0
RR
Roger R.
Vp Sales And Business Development
Share
"CS review comments"
What do you like best about Claritysoft?

We needed something very customizable due to the belief that consultative methods are key to understanding any influencer at any level, inside or outside the account opportunity, and this was key to finding the best CRM.

What do you dislike about Claritysoft?

The fact that NO crm provider, including CS understands the difference between customer relation building in consultative methods, vs traditional pipeline sales. Relating in CS isn't true 'relationship building' it is a simple technical title for tying two accounts or contacts together. BIG difference, and CS only understands 50% of this. But, of the CRM providers we interviewed, CS was the farthest along.

What problems is Claritysoft solving and how is that benefiting you?

For traditional sales a marketing touches, and pipeline methods, CS works good, but so do all the rest. We wanted to prove a customizable CRM could answer the 'relationship business development' could be tracked, planned and evaluated through a consultative process. CS came the closest to this, but still lacking.

Small Business (50 or fewer emp.)
Sep 14, 2017
 Source
Overall Rating:
4.0
Johnny Z. avatar
Johnny Z.
Songwriter, Musician, Artist, Freelance Magazine Columnist
Share
"Easy workflow"
What do you like best about Claritysoft?

Claritysoft is easy to move around and access account activity

What do you dislike about Claritysoft?

It sometimes takes a while to get logged in

What problems is Claritysoft solving and how is that benefiting you?

It's been a great way to keep record of leads

Small Business (50 or fewer emp.)
Sep 14, 2017
 Source
Overall Rating:
4.0
AE
Amy E.
Territory Sales Manager
Share
"Clarity Soft Review"
What do you like best about Claritysoft?

The ease to move around the system. Now that we are connected to the live version. I am able to pull up or put in customer information while on the road working. That is key to me.

What do you dislike about Claritysoft?

I haven't really found anything that I dislike about the system.

What problems is Claritysoft solving and how is that benefiting you?

The capability to be able to pull up customer information to keep me informed on customer interaction. With the live version I am able to to link into my customer information to help me perform my job better.

Small Business (50 or fewer emp.)
Aug 02, 2023
 Source
Overall Rating:
3.5
MS
Monique S.
Founder
Share
"Work In Progress"
What do you like best about Claritysoft?

It's a great database, very helpful for sales, and logging/tracking leads, opportunities, etc. It's a great assest our small trucking company has acquired. Transitioning from contacts via email and phone, to NOW having a HUB, for information; I'm very excited to continue to grow and expand utilizing Claritysoft.

What do you dislike about Claritysoft?

I'd like it if the custom quote template was a little more user friendly. I think it'd be great if we were able to upload a word, pdf, or excel document, that we're already using to add to Claritysoft in order to push out quotes through the CRM.

What problems is Claritysoft solving and how is that benefiting you?

Organization and structure

Small Business (50 or fewer emp.)
Oct 30, 2018
 Source
Overall Rating:
3.5
KM
Kori M.
Project Coordinator
Share
"CRM and Project Management tool"
What do you like best about Claritysoft?

I like the customized fields and the ability to edit, add, change and remove fields as our work changes. I like the newly integrated projects module the best.

What do you dislike about Claritysoft?

Sometimes it takes a while to load. Also, we have not been kept informed about changes in claritysoft so we had been using an old project for a few months when there was a better version out there.

What problems is Claritysoft solving and how is that benefiting you?

We now keep all of our project information in one system rather than multiple excel spreadsheets. It's easier to navigate, track and record projects this way.

Small Business (50 or fewer emp.)
Sep 21, 2017
 Source
Overall Rating:
3.5
CC
Casey C.
Owner, Lead Marketing Strategist
Share
"Great support and intuitive!"
What do you like best about Claritysoft?

I like the possibilities with customization and the ease of use the most.

What do you dislike about Claritysoft?

That duplicates are only recognized in opportunities.

What problems is Claritysoft solving and how is that benefiting you?

We had no marketing in place prior to Claritysoft and we are now able to manage our database efficiently and report on our leads with accurate information.

Mid Market (51-1000 emp.)
May 03, 2018
 Source
Overall Rating:
3.0
ES
Erin S.
Manager Of Client Services
Share
"Not the best but definitely not the worst"
What do you like best about Claritysoft?

Visually very easy and customer support was always very helpful

What do you dislike about Claritysoft?

The different sections ( modules) do not talk to one another so you have to double enter information

What problems is Claritysoft solving and how is that benefiting you?

Able to keep track of clients and send reminders to the brokers for taks

Enterprise (> 1000 emp.)
May 27, 2019
 Source
Overall Rating:
2.5
VS
Veronica S.
Is A Good Tool For Managing New Business Projects.
Share
" It is a good tool to maintain communication"
What do you like best about Claritysoft?

It is an easy to use and very practical tool. Its configuration is easy and practical to manage to improve relationships on the process and sales management.

What do you dislike about Claritysoft?

I think that it lacks many functions to handle in a more useful way this process of relationships and remains pgado for some moments

What problems is Claritysoft solving and how is that benefiting you?

is a dynamic and practical tool to improve and simplify the sales process

Mid Market (51-1000 emp.)
Oct 17, 2018
 Source
Overall Rating:
2.5
DD
Doug D.
Founder
Share
"I was very disappointed with Claritysoft, but now I am satisfied. Great Company!!"
What do you like best about Claritysoft?

UPDATE: ClaritySOFT has contacted me, refunded the purchase price and apologized. I can not ask for any more than that. I would recommend this product.

What do you dislike about Claritysoft?

All settled now. Sync feature was more involved than explained in the beginning.

What problems is Claritysoft solving and how is that benefiting you?

None

Small Business (50 or fewer emp.)
Dec 20, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Super Easy"
What do you like best about Claritysoft?

What is most helpful about Claritysoft is it's ease of use and its integration with email that allows you to send out individualized and personalized email. The software is much easier to use than the vast majority of its competitors.

What do you dislike about Claritysoft?

What is least helpful about Claritysoft is that it does not have integration with social media platforms which would make it much easier to connect with leads and customers, and save them in the database.

What problems is Claritysoft solving and how is that benefiting you?

Claritysoft helps me to organize all of my contacts and also allows me to send them mass personalized emails and to remind me to follow up with them and take notes and save attachments related to their account

Small Business (50 or fewer emp.)
Oct 21, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great Software and Support!"
What do you like best about Claritysoft?

The support team is the best! They respond so quickly and stay with me until issues are resolved (most of the time it's user issues). They take the time with me to help me understand and because of that I have a very solid understanding of how the software works.

What do you dislike about Claritysoft?

Some minor features that are missing such as setting recurring meetings and printing out a daily schedule. Minor.

What problems is Claritysoft solving and how is that benefiting you?

Keeping all of our customers and contacts in one place and easy to access. Being able to save emails to an account is a huge benefit and is so ideal when having to trouble shoot. I'm just starting to venture into creating email templates and love it!

Small Business (50 or fewer emp.)
Jun 15, 2021
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Truly Best Customer Service"
What do you like best about Claritysoft?

You can actually talk to a person when you have any issues. But honestly it is so versatile, there is little you'll need to check in about. But when you have that one time - you get a real person who actually knows the system and not just an email or chat. They'll even call you back! I've used other CRM's at previous jobs that seemed simple enough but the customer service was aweful and you were basically on your own. When you need it, you really need it! I also highly respect the versatile customization. You can make this be exactly what you want it to be and track exactly the information you need with incredibly powerful, customized and automatic reports.

What do you dislike about Claritysoft?

There is very little I dislike. It can seem a bit much at first, but once you get the hang of it, Claritysoft is a powerful tool that lets you track and report on EXACTLY what information you need.

What problems is Claritysoft solving and how is that benefiting you?

It provides a place to track rather nuanced information for my business.