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Claritysoft CRM
What Is Claritysoft CRM?
Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Claritysoft was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM gives you enterprise power and functionality at a fraction of the cost.
Who Uses Claritysoft CRM?
Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well.
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Claritysoft CRM
Reviews of Claritysoft CRM

Alternatives Considered:
It's everything you need when work takes you away from the office; yet maintain daily funtions
Comments:
Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, [SENSITIVE CONTENT HIDDEN]
who is in the billing department is so helpful, understanding, and has a great personality.
Pros:
User friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time.
Cons:
Haven't came across anything yet. All good stuff
Better than Salesforce
Pros:
Great support from cs team urn issues arise, easy to teach to new staff, helpful features to track email marketing, importing is easy
Cons:
The specificity of titles/names is very tedious and can take some time getting used to.
Clarity Soft Review
Comments: Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult. One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft. One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.
Pros:
- Administrator able to change some custom fields - Easy to use and easy to learn - Advanced search is great for tracking ROI - Good value for the price - Good technical support
Cons:
- Simple but limiting layout - Glitches in software - Difficult email integration - Poor sales management
Claritysoft Response
7 years ago
Hello Samantha, Thank you for submitting your review of our CRM solution. Claritysoft CRM was developed to be highly customizable and empower users to tailor the interface to meet their specific requirements. Please contact our support and services team and allow us to explore the difficulties you've encounter in closer detail. We are eager to assist and help you overcome any challenges you are experiencing. The customer experience is paramount to us at Claritysoft. It is truly the aspect of our business that all team members are driven by. Our sales staff hold prospective customers in the highest regard and always approach the sales process in a consultative and helpful manner. Your particular account rep at the time is no exception. It is truly frustrating when miscommunications occur and unintended impressions are given. But please rest assured, this account rep is of the highest character and would never intentionally mislead a customer or engage in behavior that would compromise her integrity or that of Claritysoft.
Transition to Claritysoft
Pros:
The ease of use and the speed at which you can make changes to how your setup is configured is incredible.
Cons:
Some of the data connectors between contacts, leads and opps means you have to double enter data, or triple-enter it. Worse still any notes on a lead become buried in the opp and are no longer front and center.
Alternatives Considered:
Single Source of Truth
Comments: Working with [sensitive content hidden], and the team with their years of experience, unique skill set and desire to adapt to our needs has propelled SageMedic to accelerate our timetable to integrating our CRM into our website-More business! Thank you.
Pros:
Support and Training: Claritysoft has been providing excellent customer support and training resources to help SageMedic make the most of the platform.Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business. Ease of Use: We have found Claritysoft to be user-friendly and intuitive, making it easy to learn and navigate.
Cons:
Customization: Claritysoft offers a high degree of customization, but we need to tailor it to our specific needs and processes.
Removes painpoints
Comments: My overall experience has been relatively painless and MUCH more painless than pretty much everything else I have used. It's great knowing that if I have an issue or cannot figure something out, I can call and speak to a human being who is always very helpful and gets me on the right path. I also like the fact that there is a plethora of educational videos at my disposal.
Pros:
I like being able to keep tabs on our customers and potential customers. I also like having the ability to easily log all interactions with a contact. I also must add in here the ability to create advanced reports based on our company's unique needs to this list. Because of Claritysoft, I have been able to get rid of cumbersome and ugly excel spreadsheets.
Cons:
Sometimes claritysoft doesn't work as fast as I do, so changes seem like they weren't recorded. When this happens, I just log out and log back in and then the issue is resolved.
Clarisoft Reviw
Comments: I would give it a 8/10. I like clarity soft in finding information for my customer's. My sales team love it for tracking leads and sales work. Activities as well can be tracked and monitored. When I have a task that needs to be done, Clarity soft emails me.
Pros:
It easy to find the customer you need, and everything is well spaced out. It's pretty fast too and the organization is great!
Cons:
Not too much advance work can be done with this site.
Claritysoft CRM Reveiew
Comments: Good experience in general. Have only been using for 3 months though
Pros:
It is EXTREMELY intuitive, very easy to customize
Cons:
Nothing per say, I've used Salesforce in the past and this does seem a bit easier to use
My Experience With Claritysoft CRM
Pros:
I like the helpdesk features and the fact that it doubles up as a CRM solution makes it better.
Cons:
It is smooth and no issues at all to list here.
Simple to Use and Very Powerful
Comments: Generally, it's been a pleasure. The CRM isn't complicated.
Pros:
Easy set up and emailing is simple and creating template emails is a breeze.
Cons:
Not enough documentation is available to use the crm on mobile devices
Alternatives Considered:
Customer Service and Search are Top Notch!
Comments: The best and most customizable ! If you really want to search your data in any complexity, and actually find it, so you can do something with those people and records, this is the software to have.
Pros:
There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone! And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with. When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question.
Cons:
There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too.
President
Pros:
Ease of use, great customer support, constantly improving
Cons:
Better training, help with certain setup
All your data in one place
Comments: The customer support is very nice and willing to help you. I have used the system for a while and I am impressed with the Clarity Engage functions and reports I can pull from the CRM.
Pros:
Its flexibility to adjust to your needs is wonderful. I appreciate the fact that if I want a new tab, I can go through the back end and add it to meet my needs.
Cons:
Getting used to where things are located and how to customize the program to your needs is difficult. There are a few small tweaks that could be made to make the program more user-friendly.
Quick, easy CRM tool!
Comments: Because it was developed by Sale folks, it is easy to learn and use daily.I also appreciate the frequent updates.
Pros:
Cross-referencing of info, so easy to access info in different ways.
Cons:
I cannot link TEAMS or other similar calls to the Calendar.
Ease of Use
Pros:
I have used different CRM's and by far what I have liked about this CRM is that it has inbuilt menu customizations and very easy to use for someone who has never used an CRM before. Lots of custom options, and EMAIL & SMS marketing inbuilt.
Cons:
It has poor report and analytics settings. Not a lot of useful reports and Home menu widgets to monitor what you want to see instead what they offer to see. Also, no direct API integration option if you have an existing ERP software you use for all other purposes. No Mapping option as well as no Route planning option as well.
Best Software YET!
Comments: It is so easy for us to manage that I don't have to keep calling for help. After we put in data, we realized we needed to add more fields and clarify some of the data. We could just go in and do it ourselves without having to wait for someone to do it or write a code.
Pros:
We looked at so many software programs and lost money trying some. Claritysoft was by far the most reasonable in price, very easy to use and provided everything we needed to have done.
Cons:
We can't do the text messaging yet, but that feature is coming!
Alternatives Considered:
ClaritySoft Review
Pros:
Customer service when a question is posed and options to learn and develop new reports
Cons:
It was not properly "setup" when we first started. Previous internal user error
CRM Handy Tool
Pros:
Once you get the hang of the interface it’s easy to work with.
Cons:
The lack of updated tutorials to teach the new features of the software and how to navigate the interface with ease.
Functional Product
Pros:
The compatibility with Outlook is helpful and the individual who helped create the CRM tailored to us was helpful!
Cons:
Still working on kinks of just getting it up and running and fully deployed
Very Easy to Use and great Customer Support
Comments: Experience has been great from start to finish.
Pros:
The user friendly interface is extremely easy to use. If any problems ever occur, it is very easy to contact someone for assistance.
Cons:
The login process takes a bit longer than I would prefer.
Claritysoft - Easy access & ready to go CRM
Comments: It is an easy CRM to manage, and works great with the internal follow up mechanisms.
Pros:
The filtering options work really good. I also love the user interface overall
Cons:
How sometimes I look something up in the crm, and the answer I needed wouldn't show up because of a specific symbol.
Using Claritysoft CRM Review
Comments: It's been a very good experience overall, big time. The ease of use good GUI is the biggest. This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too complicated and people resisted using it, thus, bad/no data in, bad/no data out. Not the case with Claritysoft.
Pros:
Very easy to use from the start, and not complicated with too many unnecessary features. A please to use, fast and simple. Relatively easy to customize also by even a novice user so not IT people are needed, which is nice for small businesses like mine. Tech Support is Excellent, you get a person immediately, fast and they help you quickly, can take over your PC remotely and just fix the problem ASAP. The many training video's are a nice help to new employees. The staff seems willing to help and support at all times, pre and post sale. Just a pleasure to work with vs. the larger CRM's and older CRM's. My whole team strongly likes the "Offline" version of the CRM, as it resides locally on the PC so not trying to find a Wireless signal (when traveling) but also, the data is available instantly w/ no delays waiting for the Internet to catch up. We like instant data and the lack of lagging when entering/retrieving info. The offline data can be forced to "Sync" at various times so the data gets to the servers for safe keeping so no worries about loosing data really. In 6 years of 10 users, we've had no or very little "Sycning" issues so it's just fine. The Syncing process is very fast too, a few seconds typically. We like the "On-Line version" which is what the Claritysoft "APP" is on our Apple iPhones, which we use often too. All just works well. The Marketing Module we use often w/ good success (easy to use) w/ good graphical results.
Cons:
I really miss the Visual "Org Chart" feature that my past (Goldmine) CRM had as that was a nice benefit to understand my customers structure. This was a important featured used by my whole team that is missing.
Great CRM for the money - feature rich
Comments: As a sales consultant, I customize or deeply a CRM very every client I work with. I have seen may=ny CRM's. Claritysoft is the best value for the money that I have found. Beyond that, their support is fantastic. The time to get help and the level of support make my job much easier. The add-on marketing module is a great tool also.
Pros:
Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.
Cons:
There are a few areas that could be improved. 1. Multiple Pipelines are great – need to align sales stages by Pipeline name. The way the system is set up now, all of the sales stages are in one list. This works as long as you name each stage uniquely. For instance, if you have two pipelines, one called Installer, and one called distributors, and you have a stage called select targets, you can apply that stage to both pipelines. If you add an opportunity to the Installer pipeline and put it in stage Select Targets, it will show in both pipelines. This becomes confusing for the sales team because it shows in both places. Most CRM’s that have multiple pipelines take the Pipeline down to the Stage level. If you Have Pipeline 1 and Pipeline 2, you create stages that are linked only to that Pipeline. This keeps them separate and doesn’t have any stages that would show on multiple pipelines. In the gatewaycomposites database, I created Pipeline 1 and Pipeline 2; I put the Stage AAAA - stage in both and created two opportunities that should be in two different pipelines, this stage shows in both pipelines. When you create an opportunity, you assign it to the Pipeline it belongs to, and then select the stage from that Pipeline. 2. Is it possible to have the notes from all of the contact records from an account shown at the account level? This would give an easy place to see a complete history of notes for an account. The same would be good for Closed activities.
Hands down, the best CRM
Pros:
I've worked in many CRMs before - Siebel, SalesForce, HubSpot - and ClaritySoft is the simplest, cleanest, most user-friendly platform I've used, by far. The interface is very easy to operate, it's easy to navigate around, you're not overwhelmed with fields, you can customize views based on users. It works very well on all levels, for reporting, lead assignment, and Account Management.
Cons:
There is some overlap between the Leads and the Accounts module that is not ideal. But we have found workarounds.
Served its purpose but could use some work
Comments: I think it could be improved, but is a good tool for smaller businesses to use. We had to do a lot of customization which can be frustrating when you want to be able to use the software for varying purposes. It didn't quite fit the needs of our organization, but I think it could be good for organizations that are starting up.
Pros:
The user interface was relatively easy to use and resembled Microsoft products in the way it was setup. It offers an online version that allows you to access the software regardless of where you are.
Cons:
The online version and desktop version are different. Our organization had individuals that interacted with the software differently and some people used the online version more than the desktop. At times there was confusion regarding where certain items were listed or if they were under different modules. Although this wasn't a huge ordeal it did pose some inconveniences at times when trying to locate information or when people had access to different modules.
Claritysoft Response
6 years ago
Thank you for your review. Claritysoft is an exceptionally customizable CRM with near limitless possibilities for exact-fit tailoring, including completely customized modules configured with completely customized fields. You can personalize Claritysoft to meet the individual requirements of each your department, and tailor user access so various users only see what they need to. Please reach out to our Customer Support. They may be able to offer suggestions for personalizing the solution and present you with tips for a more efficient experience. And of course, our 100% U.S. based Customer Support is always free. Additionally, here are some videos that should give you some ideas for Claritysoft customization. Custom Modules: https://youtu.be/FFJopZutxN0 Differentiated Record Types: https://youtu.be/4bLDVUDGnWI