Claritysoft CRM logo

Claritysoft CRM

0(0 reviews)
Software Status:Active

About Claritysoft CRM

Claritysoft CRM is a customer relationship management software from Claritysoft that supports businesses in managing customer interactions and data. It combines contact management, sales automation, and marketing tools so organizations can improve their customer engagement strategies. The platform helps track leads, manage sales pipelines, and automate marketing campaigns. Claritysoft CRM also provides detailed reporting and analytics to inform business decisions. Key capabilities: contact management sales automation marketing integration reporting tools mobile access Best for: small to medium-sized businesses that need an efficient way to manage customer relationships and sales processes.

Claritysoft CRM Details

Vendor
Claritysoft
Year Launched
2006
Location
565 Metro Pl S, Dublin, Ohio 43017, US
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, German, French, Italian, Dutch, Portuguese
Users
CRM Administrators, Customer Service Representatives, Help Desk Agents, Insurance Agents, Marketing Managers, Sales Representatives, Small Business Owners, Insurance Brokers.
Industries Served
Customer Service, Help Desk, Insurance, Lead Capture, Lead Management, Retail
Tags
CRM, Customer Service, Help Desk, Insurance CRM, Lead Capture, Lead Management, Online CRM, Sales Force Automation, Sales Tracking, Small Business CRM, Predictive Lead Scoring

Claritysoft CRM's In-App Market Place

Does Claritysoft CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥)

Pros & Cons

  • Highly Customizable: Offers extensive flexibility to tailor the CRM to specific business needs with features like drag-and-drop screen layout customization and custom fields.
  • Easy to Use: Emphasizes a refreshing ease-of-use, quick setup, and intuitive interface, requiring no technical expertise to get started.
  • Efficient Task Management: Includes features like tasks, calendar, automatic reminders, and notifications to keep teams organized.
  • Effective Sales Management: Provides tools for deal tracking, sales forecasting, price quotations, and sales order/invoice management.
  • Workflow Automation: Enables the automation of routine tasks like field updates, email sending, and task assignments.
  • Integrated Email Marketing: Offers a built-in platform with an email designer, segmentation, automation, and analytics.
  • Mobile Accessibility: A mobile app for both Android and iOS allows for on-the-go productivity.
  • Potentially Overwhelming Customization: While a pro, the extensive customization options might be overwhelming for users who prefer a more out-of-the-box solution.
  • No Explicit Mention of Social Media Integration: The features listed don't specifically mention integration with social media platforms.
  • Limited Detail on Advanced Features: The webpage provides a good overview but lacks in-depth details on some of the more advanced functionalities.

Claritysoft CRM's Support Options

Claritysoft CRM's Alternatives