- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
- 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
- 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
- Includes features of Professional plan
- plus
- Mass Emailing: 2500/Day
- Record Limit: 250
- 000
- File Storage: 100 G
- 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
- 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
PROS & CONS What are the best aspects of this product? Overall design is pleasing, forces you to comb through your data in multiple places to ensure no discrepancies. What aspects are problematic or could work better? Not user friendly at ...
PROS & CONS What are the best aspects of this product? Overall design is pleasing, forces you to comb through your data in multiple places to ensure no discrepancies. What aspects are problematic or could work better? Not user friendly at al...
Claritysoft offers 3 pricing plan(s):
- Professional — USD39.00 /User/Month
- AcceleratorBEST — USD49.00 /User/Month
- Enterprise — USD69.00 /User/Month
Claritysoft is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Claritysoft does not currently offer a free trial.
Claritysoft provides Phone,Business Hours,Online (Ticket) support.
Claritysoft is Cloud Hosted software.
Claritysoft provides Help Guides,Blogs,Video Guides for training.