SMALL BUSINESS CRM

Claritysoft CRM Review

Product Snapshot

Product Pricing

Product is available for $468 per year per user, paid annually

Technology

Product is available as a SaaS solution that requires no additional hardware.

Customer Focus

Vendor serves small and midsized businesses with products that are cost effective, customizable and focused on usability.

Select Customers

Waterford Consultants LLC, Multi Funds, BILT by Agassi and Reyes, Inquirehire, Opti-Port

View Vendor's Product Page

About Claritysoft CRM

Claritysoft CRM is a powerful, cost-effective customer relationship management solution built with only the best and most commonly used functions for CRM, contact management and sales force automation. The software is easy and fast to set up and is built with an intuitive interface that improves user adoption rates. Designed with the small business in mind, the platform is a complete CRM solution that can help companies sell more effectively and build better customer relationships. The solution boasts seamless integrations with Microsoft Outlook, Gmail and Quickbooks and allows users to access data both online and offline, and offers mobile functionality.

About the Company

Claritysoft strives to deliver simple yet powerful customer relationship management technology to help their clients win more sales and improve their bottom lines. The company provides CRM software that is designed to be quickly and easily implemented, with only the features that businesses and sales team actually need, rather than bloated functionality that add complications rather than value.

Claritysoft CRM Key Features

Contact Management

Accounts & Contacts
History & Notes
Document Attachments
User Profiles

Task Management

Task & Activities
Tasks Assignment
Action Plans

Sales Force Automation

Pipeline and Forecast
Quotations
Product Tracking
Customizable Sales Process

Email Management

Email Template Management
Microsoft Word Mail Merge
Mail Merge Template Management
Mass Email
Calendar
Import from Excel & Outlook
Synchronize with Microsoft Outlook

Additional Features

Unlimited Custom Fields
Reporting
Label Printing
Mass New Activity
Mass Log Activity
Group Edit
Export to Excel
Offline Access
Dynamic Data Management (Quick Search, Advanced Search, Filters)
Customizable Views
Automatic Formatting
Compatible with Microsoft Office 2003, 2007 and 2010

Claritysoft CRM Screenshots

Claritysoft CRM Videos

Pros

Platform can be installed, customized and loaded with all contact data in just a few hours.
With Claritysoft CRM, it is easy to add custom fields and map imported data to them.
The system requires no additional hardware or software, nor is an IT team required for setup and management.
Data can be accessed 24/7 with or without an internet connection, ensuring that key business information is always available.

Cons

Product is priced competitively, but could be offered for a lower price given its feature set.

Overall

Claritysoft CRM differentiates itself from other products in the CRM market that are geared to small and mid-market businesses with its simplicity in implementing and using the solution, without skimping on the features that really make a difference in improving the sales and customer service processes. Its key differentiator is the simplicity of the product, enabling sales teams to easily complete tasks like sending targeted email blitzes in just a few minutes. Small businesses looking for a CRM solution without the hassle of complicated implementations and functions should check out Claritysoft CRM.