Claritysoft CRM

Claritysoft CRM

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9.0/10 (Expert Score)
Product is rated as #5 in category Business Software
Claritysoft CRM is a customer relationship management software that is designed with a focus on ease of use and user experience.
Easy to use
9.1
Price
9.1
Features
9.2
Feedback
8.9
PROS:
  • Mobile-friendly design
  • Offline capabilities
  • Role-based access control
  • Outlook, Gmail and Zapier integration
  • Powerful API functionality
  • Inbuilt email marketing templates
CONS:
  • Lack of information on scalability options
  • Limited customization options
  • Additional cost for extra integrations
  • Depending on the company and its needs, it may not have all the features needed.

About Claritysoft CRM



Claritysoft CRM is a customer relationship management software that is designed with a focus on ease of use and user experience. It is intended to help small and large businesses manage their customer contacts, accounts, and sales activities in a centralized platform. The software includes features such as scheduling, tracking, and searching to aid in managing customer relationships.

Users of Claritysoft CRM can easily add, manage, and access customer information in one centralized location. They also have tools to import, segment, and generate reports on customer accounts, helping to increase productivity. Additionally, Claritysoft CRM allows users to schedule tasks, to-dos and reminders, as well as share and schedule meetings, appointments, and events with an online calendar.

The software also includes a lead, sales and pipeline management feature which helps users to manage those aspects of their business with the aid of data import, export, and tracking technology. Additionally, Claritysoft CRM has an email marketing module that allows users to create and send professional mass emails to customers with the aid of email templates. It also has email tracking functionality that enables users to analyze and evaluate their email marketing performance. Lastly, the software has a feature for generating accurate price quotes and proposals.


English, French, German, Japanese, Portuguese, Spanish.
Windows Desktops and iOS devices only .
Asia, India, Australia, Brazil, Canada, China, Europe, Germany, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States.
Small,Medium and Large Business .

 

Pricing

Pricing model: Paid

Per user per month, 3 user minimum, billed annually.

Professional –$39 Accelerator—$49 Enterprise—$69

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Features

Prospect database
Pipeline management
Lead timelines
Contact database
Contact history
Content management
CRM integration
Email archiving
Email integration
Email tracking
Recurring tasks
Shared history
Social media integration
Task planning
Task scheduling
Task tracking
Call monitoring
Email monitoring
Sales Feature Comparison


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Pros and cons


PROS:
  • Mobile-friendly design
  • Offline capabilities
  • Role-based access control
  • Outlook, Gmail and Zapier integration
  • Powerful API functionality
  • Inbuilt email marketing templates

CONS:
  • Lack of information on scalability options
  • Limited customization options
  • Additional cost for extra integrations
  • Depending on the company and its needs, it may not have all the features needed.



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Benefits

  • Mobile-friendly design
  • Offline capabilities
  • Role-based access control
  • Outlook, Gmail and Zapier integration
  • Powerful API functionality
  • Inbuilt email marketing templates
  • Drag and drop email designer.


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FAQ

What are the main features of App?

  • Contact management
  • Activity management
  • Online calendar
  • Lead, sales, and pipeline management
  • Email marketing module
  • Email tracking functionality
  • Price quote and proposal generation
  • Data import and export
  • Reporting and analytics
  • Task scheduling
  • Reminder management
  • Meeting and event scheduling
  • Segmentation of customer accounts
  • Team collaboration
  • Mobile app access

What type of pricing plans does App offer?

Starting from: $39.00/per user per month Pricing model: Subscription Free Trial: N/A

What languages does App support?

English, French, German, Portuguese, Russian, Spanish

Does App offer an API?

Yes, Claritysoft CRM has an API available for use.

Specification: Claritysoft CRM

Best For

Medium Business, Small Business

Pricing Plans

Free

Customer Support

Email, Live Support, Phone, Tickets

Deployment Type

Cloud Hosted, On Premise, Open API, SaaS

Device Supported

Android, IOS, Mac OS, Windows

Calendar/Reminder Alerts

Yes

Automated Email Marketing

Yes

Internal Chat Integration

Yes

Lead Management

Lead Scoring , Lead Timelines

Marketing Automation Integration

Yes

Mobile Access

Yes

Quotes/Proposals

Yes

Segmentation

Yes

Social Media Integration

Yes

Task Management

Scheduing Tasks,track tasks,Plan tasks

Integration

Email Integration, Phone Integration, Website Integration

Deal and Task Board

Yes

Drag and Drop Communicator

Yes

Hubspot Marketing Synchronization

Yes

Call monitoring

Yes

Email monitoring

Yes

Contact database and history

Yes

Email tracking

Yes

Email archiving

Yes

Videos: Claritysoft CRM

Photos: Claritysoft CRM

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