Claritysoft

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Simple, Powerful CRM Software Backed by a Dedicated Team

4.8 1 verified review
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Claritysoft Evaluation Snapshot

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User Rating4.8 / 5
Starting Price$49 / month
Free TrialNot specified
Free VersionNo
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
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Product Overview

Claritysoft Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Claritysoft

Claritysoft is a cloud-based customer relationship management (CRM) platform designed to help businesses centralize contact management, sales tracking, and customer service operations within a single system. Instead of juggling spreadsheets, email lists, and disjointed tools, teams can use Claritysoft CRM to monitor interactions, manage sales opportunities, and nurture customer relationships with visibility and organization. 

ClaritySoft CRM emphasizes simplicity and flexibility so businesses of various sizes from emerging companies to established teams can adopt CRM capabilities without steep complexity.

Configuration options and workflow automation features of ClaritySoft CRM help reduce manual tasks and align cross-functional teams around shared CRM data and processes.
Company Claritysoft
Founded 2010
Headquarters United States
Employees 11-50

Support

Email Phone Chat Knowledge Base

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Information Services Information Technology & Services

Why Choose Claritysoft

Problem it Solves

  • Problem it Solves Scattered Customer Data And Inefficient Sales Workflows

Target Users

  • Target Users Business Owners
  • Target Users Sales Representatives
  • Target Users Account Managers
  • Target Users Customer Support Teams

Core Use Case

  • Core Use Case Centralize Contact And Interaction History
  • Core Use Case Track Sales Opportunities And Deals
  • Core Use Case Coordinate Service Responses
  • Core Use Case Analyze Business Performance Metrics

USP

  • USP User-Friendly CRM With Balanced Sales And Service Capabilities
Editorial Buyer Guidance

Who Is Claritysoft Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Scattered Customer Data And Inefficient Sales Workflows

Target Users

  • Business Owners
  • Sales Representatives
  • Account Managers
  • Customer Support Teams

Core Use Cases

  • Centralize Contact And Interaction History
  • Track Sales Opportunities And Deals
  • Coordinate Service Responses
  • Analyze Business Performance Metrics

Unique Selling Point

User-Friendly CRM With Balanced Sales And Service Capabilities

Category-Based Capabilities

Claritysoft Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Lead Capture Software 31 selected features Open category ↗ ⌄
Online Forms Lead Qualification CRM Visitor Tracking Conversion Tracking Chat/Messaging Data Extraction Lead Generation Auto-Responders Lead Distribution Event Triggered Actions Multi-Campaign Lead Capture Contact Management Email Marketing Prospecting Tools Lead Segmentation Lead Management Reporting/Analytics Pipeline Management Alerts/Notifications Web Forms Engagement Tracking Customer Segmentation Business Card/Badge Scanning Email Management Social Media Integration Lead Notifications Lead Nurturing Campaign Management Customer Database
Project Management Software 33 selected features Open category ↗ ⌄
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates Artificial Intelligence
Workflow Management Software 30 selected features Open category ↗ ⌄
Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow Artificial Intelligence
Email Marketing Software 31 selected features Open category ↗ ⌄
Template Management Event Triggered Actions AB Testing Image Library Email Tracking Click Tracking Contact Database Dynamic Content Auto-Responders CRM Subscriber Management WYSIWYG Editor Campaign Analytics Contact Management CAN SPAM Compliance Customer Segmentation Multi-Channel Marketing List Management Spam Blocker Drag & Drop Campaign Scheduling Lead Capture Drip Campaigns Landing Pages/Web Forms Engagement Tracking Multi-Campaign eCommerce Integration Customer Journey Mapping GDPR Compliance ROI Tracking Artificial Intelligence
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

Claritysoft Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency Annual Subscription
Pricing Page ↗
Verified User Feedback

Claritysoft Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Claritysoft Review ↗
4.8
Based on 1 approved review
5 stars 75%
4 stars 25%
3 stars 0%
2 stars 0%
1 star 0%
Dave S.
Dave S. Regional Sales Manager

Intuitive Software with Easy Data Export Options

The software is very intuitive and simple to navigate, making it easy to use from the start. I especially appreciate the ability to export data in Excel or PDF format, which makes reporting and record-keeping much more convenient.

Reviewed on May, 2024
Frequently Asked Questions

Claritysoft FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Claritysoft is a cloud-based customer relationship management (CRM) platform designed to help businesses centralize contact management, sales tracking, and customer service operations within a single system. Instead of juggling spreadsheets, email lists, and disjointed tools, teams can use Claritysoft CRM to monitor interactions, manage sales opportunities, and nurture customer relationships with visibility and organization. 

ClaritySoft CRM emphasizes simplicity and flexibility so businesses of various sizes from emerging companies to established teams can adopt CRM capabilities without steep complexity.

Configuration options and workflow automation features of ClaritySoft CRM help reduce manual tasks and align cross-functional teams around shared CRM data and processes.

  • No, Claritysoft does not offer a free version.

  • No, Claritysoft does not offer any free trial.

  • Claritysoft supports the following payment frequencies:

    • Annual Subscription

  • Yes, Claritysoft offers an API.

  • Claritysoft offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Claritysoft offers training with the following options:
    • In-person , Webinar , Documentation

  • Claritysoft supports the following languages:
    • English

  • Following are the typical users of the Claritysoft:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Claritysoft supports the following deployment:
    • Cloud Hosted

  • Claritysoft supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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