Software Corporates

Claritysoft CRM Software

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Manage your sales, marketing, and customer service operations through Claritysoft software. This is a cloud-based customer relationship management solution used by small and mid-sized businesses. It is an easy-to-use alternative to complex enterprise systems. Users can modify its layouts and add screens without coding to make the workflow customized according to their preferences. You can also contact their live support, where real people instead of chatbots will address your queries. For further clarity, book a Claritysoft demo with us. You can also reach out to our team to get unbiased insights into this software. 

  • Claritysoft CRM Software
  • Expert guidance
  • Cloud-based
  • Saas
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What Is Claritysoft CRM Software?

Claritysoft is a cloud-based Customer Relationship Management Software that is used by small and mid-market companies to manage their sales pipeline, customer interactions, and marketing. It connects every touchpoint a business has with its clients and maintains a complete customer record. This software also helps in visualizing the sales path and even allows users to customize the layout according to industry-specific demands.

Advantages Of Using Claritysoft

The use of this CRM solution makes customer journey management a lot easier. It links different departments in an organization to keep a complete track of the sales pipeline. The following reasons make it a good alternative to enterprise-grade software:  

Codeless Customization

This solution is highly customizable in terms of its layout. You do not need a special IT team to personalize the structure of the database to match industry terminology and operational requirements. Only a Claritysoft login is needed to redesign page layouts and views so sales reps see only the most relevant data filters for their daily tasks. No sort of coding is required for this purpose. 

Integrations

Claritysoft software connects with a number of third-party business tools and platforms via a custom API. The integration options include: 

  • Microsoft outlook 

  • Gmail 

  • Google Calendar

  • QuickBooks 

  • Zapier 

  • Kixie 

  • Microsoft 365

Live Support Model

Claritysoft CRM offers human support through calls or email, unlike most of its competitors, which offer text-only online support tickets. This support is quick and resolves issues through conversation with the support staff.  

Pricing Structure

The Claritysoft solution starts at $29 per user, per month when billed annually and does not offer a permanently free version. Its plan scales on operational complexity, with Core and Complete CRM as the two main tiers. The packages include: 

  • Professional ($49 /user /month)

  • Accelerator ($59 /user /month)

  • Enterprise ($69 /user /month)

Note: Prices are subject to change

Why Is Claritysoft The Right Solution For You?

Claritysoft customer relationship management software is a budget-friendly solution with enterprise-level capabilities. It centralizes sales, marketing, and customer support teams to make coordination effective and smooth. Its high user adoption makes it stand out from its competitors because you do not need to be an IT specialist to run and customize this software according to your industry requirements. You can use it to keep track of the project progress and generate custom invoices at the same time. Its live human support also distinguishes it from alternative CRMs. 

Schedule a demo with us to find out the practical benefits of this software. You can also get Claritysoft pricing details by sending us an email or filling in the quotation form on our website.

10 capabilities included

Specifications

What Claritysoft CRM Software covers across workflows, access, and support.

  • Customer Database

    Included

  • Contact Management

    Included

  • Conversion Tracking

    Included

  • Lead Segmentation

    Included

  • Multi-channel Communication

    Included

  • Reporting

    Included

  • Pipeline Management

    Included

  • Sales Forecasting

    Included

  • Product Catalogue

    Included

  • Social Media Integrations

    Included

4 core capabilities

Claritysoft CRM Software Features

Explore what Claritysoft CRM Software offers—from day-to-day workflows to advanced capabilities.

1

Lead And Contact Management

Keep your customer data organized in one platform using Claritysoft software. You can click on the profile of the customers to access their information like name, email, meetings, and sales history. It can also connect with Outlook and Gmail so that any email you send or receive is automatically saved to that customer's profile. This reduces the chance of duplication of information and entries for streamlined records.                                                            

2

Project Management

Users can keep a complete track of the project to evaluate its progress at different stages. You can automate the system to hand over the tasks to different team members after the deal is closed. The team members can also leave their feedback and updates for coordination. 

3

Email Marketing

This tool lets you send mass emails and marketing campaigns from your CRM without needing other software. You can build a smart list segmented for different campaigns so you can reach out to the intended audience. The software also allows you to build templates for newsletters and sales emails using a simple drag-and-drop designer. Marketing team can also see who opened emails, who clicked on your links, and which messages are bringing in business. 

4

Interactive Dashboards

Dashboards can be easily accessed after Clarity CRM login to see data in different forms like pie charts, bar graphs, or any other layout that aligns with your requirements. This also helps in visualizing the sales pipeline for better forecasting. 

A quick look at strengths and trade-offs

Pros and Cons

Pros

  • Customization is made a lot easier through this software because you can add new buttons or rename fields by dragging and dropping without any kind of coding.
  • As per Claritysoft reviews, live customer support solves all queries in much less time compared to chatbots in other CRMs.
  • The sales team can create their quotes and send professional invoices to clients.

Cons

  • You cannot change information directly inside an overview list. You have to click and open the whole profile first to update customer details.
  • The interface feels clunky at times.
  • If a coworker attaches a PDF or picture to a customer's file, you cannot preview it on your screen. You have to download it to your computer to open it.

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Claritysoft CRM Software FAQ

Frequently asked questions

Common questions buyers ask before shortlisting Claritysoft CRM Software.

  • Sales team, marketing specialists, customer support staff, business owners, and executives of small and mid-sized B2B organizations can use this CRM software to automate their workflows and align sales pipelines with marketing.     

  • No, Claritysoft is a paid platform. Fill in the quotation form on our website to get a quote.

     

  • Yes. It has an application that is supported on iOS and Android devices. This allows teams to access contacts and update deals remotely. 

  • Claritysoft provides live human customer support, including phone and email assistance. They also offer structured onboarding packages and live training sessions.

  • Yes. This software has a built-in marketing module that allows users to design email templates and send them to custom contact segments. It can also capture leads from your company site forms and route them into the CRM. 

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Pricing & expert advice

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  • ✓ Tailored quote within one business day
  • ✓ Independent fit-check from our advisors
  • ✓ Two or three alternatives to weigh up

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