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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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Claritysoft Categories on Findstack
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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: November 14, 2024
Claritysoft Logo
98 Claritysoft Reviews
4.3 out of 5
Small Business (50 or fewer emp.)
Sep 23, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Clairty Review 2019"
What do you like best about Claritysoft?

I like that the projects are timed and logged on one time sheet. I also like that each project i work is put in its own bucket. We have been able to keep everything much more organized and save time with Clarity.

What do you dislike about Claritysoft?

The only think I don't like is sometimes I think I have saved my work and then I realize a couple pages into that it didn't save the previous pages then I have to go back and resave it. However I have just gotten into the habit of making sure its saved before moving on so it is something that i was able to work out myself

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

We are able to be paid per job as a piece rate since they have time time logs and they are able to bill our hours to the buckets. It has increased production and saves much time.

Enterprise (> 1000 emp.)
Jul 15, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Clarity"
What do you like best about Claritysoft?

What I like best about clarity is the easy of use and the 1-shop all concept of the tool. I like that you have the project plan, risk/issues/decisions, resource management, financials, and timesheet management - all in one place. Anyone can learn to use this tool.

What do you dislike about Claritysoft?

I don't dislike anything about this tool.

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

The problems that you are solving with Clarity is that it reduces the quantity of other applications that need to be use. The benefits realized is that the overall cost goes downs and we only need 1 tool vs. multiple.

Small Business (50 or fewer emp.)
Nov 02, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"I'm a sales guy. Claritysoft is BY FAR the easiest and best CRM I have ever used. Try the mobile! "
What do you like best about Claritysoft?

Super easy, no screen clutter, almost no learning curve. Claritysoft allows you to enter critical data as quickly and painlessly as possible and then make that data actionable by, say, sending an email blast to set your calendar for the week. Don't believe the hype: this is the best CRM on the market!

What do you dislike about Claritysoft?

It would be great if they had a social media function, but I hear this is coming. It would also be really cool if they had integrations with more applications like Quickbooks, but they do have an API and will work with you to do things like capture leads through your website and import them into the CRM.

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

Claritysoft is helping me to stay much more organized and it is really helping me to follow up more consistently. The reminders are super easy to set and now I can't live without them. I can deliver a price quote with ease, I can send out email blasts with like three clicks, and I can track my pipeline with a touch of a button. Most CRM's are super clunky. This one isn't and that helps me solve problems MUCH faster.

Small Business (50 or fewer emp.)
Oct 30, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"We have been using Claritysoft for more than seven years"
What do you like best about Claritysoft?

The flexibility and ease to create reports. Sorting is very easy. The learning curve for new employees is very short.

What do you dislike about Claritysoft?

Wish I could highlight lines in the opportunity section

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

Use as our CRM. Great tool for status and additional follow up

Enterprise (> 1000 emp.)
Oct 08, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Live this go to software "
What do you like best about Claritysoft?

I like that it's all encompassing. It contains project information, budget, schedule.

What do you dislike about Claritysoft?

No dislikes about clarity. I believe all companies should use this software

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

You are solving many problems by have a software that handles all aspects of project Management.

Mid Market (51-1000 emp.)
May 09, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Annette form SambaSafety"
What do you like best about Claritysoft?

I found that Claritysoft is very user friendly. Creating a custom module was much easier than I thought it would be. Working with Frank, Susan, Joel and Tim was a pleasure.

What do you dislike about Claritysoft?

I've had some issues with email but the support staff has been helpful.

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

Working in Compliance it is very important that we track all dispute and audits per FCRA regulations. With Claritysoft this task has become much easier to manage.

Mid Market (51-1000 emp.)
Sep 22, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great way to keep contacts up to date within our organization"
What do you like best about Claritysoft?

That we have one central place to keep contacts up to date.

What do you dislike about Claritysoft?

It could be a little bit more intuitive.

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

We had a lot of out of date contacts and multiple contacts for a single business. Clarity soft allowed us to consolidate lists so everyone knows when contacts change.

Enterprise (> 1000 emp.)
Sep 21, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great Experience"
What do you like best about Claritysoft?

They consistently update their product. The user interface for the web version is easy to use. The outlook integration is key.

What do you dislike about Claritysoft?

I have to manually push a button in outlook for an email to be recorded. It would be nice if this was automated somehow. Also, my outlook often crashes from this integration. It is very difficult to troubleshoot because it happens at random times.

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

This provides a central database for our sales and account managers.

Small Business (50 or fewer emp.)
Sep 14, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Clarity Soft "
What do you like best about Claritysoft?

I like the functionality of Clarity Soft. The help staff is also responsive and nice.

What do you dislike about Claritysoft?

Preferred the Desk top vs Live version because it looks better but am slowly switching over because we have to.

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

The Quote feature , font is way too small once it is printed out.

Small Business (50 or fewer emp.)
Sep 14, 2017
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Claritysoft Review"
What do you like best about Claritysoft?

The features for tracking all past communication whether it is via email, calls, etc. Helps our team stay on the same page.

What do you dislike about Claritysoft?

There's a few small things I would change but overall it is a good product.

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

Saves a ton of time on looking back on history with clients/customers especially with employees who are no longer with us.

Small Business (50 or fewer emp.)
Jun 30, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Easy and Powerful"
What do you like best about Claritysoft?

The ease of use combined with powerful functionality makes this my favorite CRM I've ever used. They also offer an excellent mobile version. Claritysoft also has a desktop version and a nice plugin for Outook which makes it really easy to send email through the CRM

What do you dislike about Claritysoft?

When I used it the email worked really well with Outlook but not as well with Gmail. They also didn't offer many integrations at the time and there was no social media component.

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

Easily managing my contacts, track opportunities, create quotes, and being able to easily send out mass personalized emails very easily. The biggest problem I was solving was that it helped me to keep track of my to-do's and follow up. This is great CRM software that's really easy to use and ease of use is it's strongest benefit.

Small Business (50 or fewer emp.)
May 13, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Great CRM"
What do you like best about Claritysoft?

It's simplicity. I appreciate the fact that it isn't complicated.

What do you dislike about Claritysoft?

I wish there was a bit more flexibility with the reports.

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

We are able to successfully manage our sales funnel on a weekly basis.

Small Business (50 or fewer emp.)
Nov 09, 2018
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Very easy to use and the support team is very knowledgeable"
What do you like best about Claritysoft?

We really like that is very intuitive and the different screens are laid out well.

What do you dislike about Claritysoft?

Sometimes it runs slow on our internet service

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

We track sales e-mail, calls & meeting in Claritysoft and really like that it tracks in right into system

Small Business (50 or fewer emp.)
Sep 14, 2017
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Claritysoft"
What do you like best about Claritysoft?

The combination of seemingly unlimited contacts, opportunities, leads and reports along with integration with Outlook. Mass emailing is the best!

What do you dislike about Claritysoft?

Not being able to sync contacts with Outlook-export wise.

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

Tracking opportunities, assigning contact bases to reps depending on area, reporting, tracking all business activity.

Small Business (50 or fewer emp.)
Sep 14, 2017
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"CRM with great service!"
What do you like best about Claritysoft?

Our team was able to implement Claritysoft seamlessly with good individual support from your team!

What do you dislike about Claritysoft?

A few items could be added to the UI/UX, some more options for modifying the layout would be helpful.

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

Improved our data transparency and data integrity.

Enterprise (> 1000 emp.)
Sep 14, 2017
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
" Keeping all my clinic rounding in one place "
What do you like best about Claritysoft?

I like the fact that I am able to pull up a provider and look at the previous activity at any given point in time . Doesn't matter if I am on site or out of the office I am able to see the activities that I had with my physicians .

What do you dislike about Claritysoft?

Nothing I really like the application and wouldn't change it

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

When I am out of the office providers activities can be viewed by my colleagues .

Mid Market (51-1000 emp.)
Nov 22, 2016
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Using Claritysoft as our CRM platform"
What do you like best about Claritysoft?

Claritysoft is easy to use and it's pages are easy to set-up the way a user wants to manage their leads, accounts, opportunities and activities.

What do you dislike about Claritysoft?

Claritysoft has some quirky items that you need to get used to, but once you do, you'll find it works well.

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

Our team uses Claritysoft for leads, activities, opportunities, accounts, email blasts, contacts - basically we use it every day to build out pipeline of revenue to close deals with our clients and help their business grow. If individuals input relevant information, it's very useful. Tracking metrics and sharing it with individuals to create best practices.

Small Business (50 or fewer emp.)
Oct 21, 2021
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Good choice for a CRM"
What do you like best about Claritysoft?

ClaritySoft has the capacity to integrate with a lot of apps and offers a variety of ways to build out marketing campaigns. I love how customizable the CRM is and how each users interface can be customized to what they specifically need to see.

What do you dislike about Claritysoft?

I do not directly dislike anything with ClaritySoft, except there are a few issuesin the Marketing module. I believe the marketing module is new, so I understand there are some issues they are working through with that.

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

Marketing, lead gen, account management, bulk emailing to prospects, managing accounts and contacts, activity management, support requests, creating dashboard, and customizable reports. Import and exporting information, outlook and gmail integrations, etc.

Enterprise (> 1000 emp.)
Nov 28, 2020
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Easy and fun"
What do you like best about Claritysoft?

brings technical project and financial aspects together

What do you dislike about Claritysoft?

no direct tie to MS/Project which caused addtional delays and need to renter data

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

project expense forecast vs. actual and planned vs actual time to be completion an actual completions dates

Enterprise (> 1000 emp.)
Jan 22, 2019
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Really useful tool! "
What do you like best about Claritysoft?

I like that each project I work on is put into a bucket. Its really useful to be able to log time to different projects on one time sheet. I also like the notifications that it sends you if you miss submitting your Timesheet. That helps management as well as employees get what they need turned in on time! It helps the project managers too. It keeps them very orgnaized.

What do you dislike about Claritysoft?

If you get locked out on a Friday then you won't really get support until Monday. That is what I have experienced at least. Also I'm not really a fan of the organization overall. It is a little confusing to navigate at first. Once you get used to it though it is worth it.

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

We are keeping everyone's projects in one place. This really helps the project managers out a lot.