Claritysoft Pricing, Reviews and Features (April 2024)

About Claritysoft

Claritysoft provides simple CRM software that helps your business grow more efficiently. Account management with Clarity CRM ensures you always walk into a meeting or account review armed with the knowledge you need to shine. Task and activity management software help ensure nothing falls through the cracks and your customers are getting the attention they deserve. Track the products and services your customers have purchased and ensured good customer relationships.

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Pricing

Free Trial Not Available
Starts at $39.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

96%
Reviews

73%
Momentum

64%
Popularity

76%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

Claritysoft Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

96%

Unique Features

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Document Management

Ability to store and manage various information and documents in electronic format.

Claritysoft Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Professional $39.00 $39.00 per user / month

$39 per user per month billed annually

Features

3 User
Account & Contact Management
Lead Management
Task & Event Management
Calendar Management
Relationship Linking
Account & Contact Merge
Offline Access
Mobile Apps (Andriod & iOS)
Sales Pipeline Management
Products & Pricebook
Price Quotations
Email Integration
Mass Emailing: 500/Day
Email Templates
Email Tracking
Customizable Email Signatures
Scheduled Outbound Email
Marketing Campaigns (Custom)
Profile Based Security
Profile Based Screen Layouts
Custom User Groups
Custom User Types
Custom Fields: 300/Module
Custom Views
Custom Account Types
Custom Contact Types
Custom Lead Stages
Custom Activity Types
Custom Relationships
Custom Sales Stages
Custom Price Levels
List Actions
Group Edit
Reminders
Data Importer
Records Per Import: 50,000
Lead Web Forms
Support Web Forms
Mobile Voice Notes
Outlook Integration
Outlook Calendar Sync
Outlook Contact Sync
Gmail Integration
Google Calendar Sync
Zapier Integration
Adobe Sign Integration
QuickBooks Enterprise Integration (Custom)
Customizable Reports
Customizable Dashboards
Report Scheduling & Emailing
Export to Excel
US Based Phone Support
Email & Knowledge Base Support
Professional Services (Custom)
API & Integration Support (Custom)
Record Limit: 100,000
File Storage: 10 GB
File Attachment Size Limit: 20 MB
Database Backups: 7 Days

AcceleratorBEST $49.00 $49.00 per user / month

$49 per user per month billed annually

Features

Includes features of Professional plan, plus
Mass Emailing: 2500/Day
Record Limit: 250,000
File Storage: 100 GB
Workflow Automation: 10/Rules
Action Plans: 10/Plans
API Access: 10,000
Project Management
Help Desk Management
Word Processor & Mail Merge
Custom Modules
Custom Advanced Fields
Custom Item Fields
Adobe Sign Integration
Configurable Web Hooks
Advanced & Excel Reports
Audit Log

Enterprise $69.00 $69.00 per user / month

$49 per user per month billed annually

Features

Includes features of Accelerator plan, plus
Mass Emailing: 5000/Day
Record Limit: Unlimited
File Storage: Unlimited
Workflow Automation: 20/Rules
Action Plans: Unlimited
API Access: 25,000
Custom Calculated Fields
Custom Record Types
Data Archive

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 25/09/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Claritysoft Pricing.

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Claritysoft Reviews

User Rating

4.4/5 (Based on 216 Ratings)

Ratings Distribution

Excellent
52.8%
Very Good
35.2%
Average
8.8%
Poor
0.9%
Terrible
2.3%

Do You Use Claritysoft?

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Review Summary

The extensive range of features, ease of use, and excellent customer support are highly praised by Claritysoft users. They appreciate the time-saving benefits of the automation capabilities and the seamless integration with other applications. The intuitive interface is a key factor in its user-friendliness, while the responsive support team ensures prompt resolution of any issues. While some users suggest room for improvement in reporting capabilities and customization options, the overall sentiment among reviewers is overwhelmingly positive, highlighting Claritysoft's ability to enhance productivity and streamline business processes.

Pros

Easy to use interface: Claritysoft's userfriendly design makes it accessible to users of all skill levels.
Customizable dashboards: Users can tailor their dashboards to display the most relevant data for their needs.

Cons

Limited reporting capabilities: Claritysoft's reporting features are basic and may not meet the needs of businesses that require advanced reporting.
Occasional performance issues: Some users have reported experiencing occasional performance issues, such as slow loading times or glitches.

Claritysoft User Reviews

AI-Generated from the text of User Reviews