Frequently Asked Questions

Claritysoft came to market to solve the complexity issue in the CRM space. We offer a very powerful, easy to use solution without sacrificing the functionality that most of our customers need. There are a lot of solutions out there that have all kinds of extra functionality – but these often complicate things for the end user – and most of our customers don’t need and wouldn’t use a lot of those extra “bells and whistles” – and they have to pay for them. As a company, our philosophy is that we should be outstanding at what we sell: Customer Relationship Management. We hear from customers every day who are frustrated with their prior CRM – not just with the complexity of their solution – but with the lack of relationship customers have with other vendors. They aren’t happy with their customer support and they don’t feel “the love” after the sale. That’s what sets us apart. We tell our customer service people to “dive for the phone” and we have customer advocates who reach out to you throughout the year to ensure that you’re getting the most from your CRM solution.
95% of Claritysoft customers use the Quick Start program and need nothing more. Here’s what you can expect during implementation:
  • Getting Started – Your Claritysoft service agent will discuss your CRM and business requirements and guide you through preparing for the setup process.
  • Setup – You will work directly with your Claritysoft service agent to setup and customize your CRM system. We’re always by your side to make sure setup goes smoothly.
  • Import your data – Importing your data correctly is a critical part of a successful CRM implementation. We will hold your hand throughout this step.
  • End User Training – Claritysoft will provide training for your team so they can hit the ground running.
The Quick Start program can be completed in as little as 1 – 2 days. The length of implementation time depends on your team’s availability and whether your data requires maintenance before importing into another system. Depending on the readiness of your data, it is actually possible to have Claritysoft up and running in a matter of hours. But typically, most organizations take 2 – 6 weeks to fully implement Claritysoft.
Claritysoft offers 3 CRM versions, Professional, Accelerator and CRM Suite. These are priced at $39, $49 and $69 per user per month (billed annually), respectively. Depending on the version you choose, additional features are available ala carte, as needed. Additionally, there is a one time fee for Quick Start implementation. Talk to a Claritysoft account manager for more Quick Start pricing details.
Claritysoft offers both iPhone and Android mobile apps, at no cost. These can be downloaded from iPhone and Google app stores. You can also access Claritysoft CRM on any device via a web browser.
Yes! Claritysoft’s desktop application allows you to access CRM even when you don’t have an Internet connection.
Yes! Claritysoft can be customized to integrate with accounting systems via our open Application Program Interface (API). Talk with one of our experts to learn more.
Claritysoft can be customized to integrate with any Enterprise Resource Planning (ERP) system via our open Application Program Interface (API). Talk with one of our experts to learn more.
Claritysoft can be customized to integrate with online resources via our open Application Program Interface (API). To determine the amount of customization required and whether Claritysoft is a good fit, talk with one of our experts.
Claritysoft’s customer service is one thing that really sets us apart. Our support team is based in the United States and our people “dive for the phone”. We have customer advocates who reach out to you throughout the year to ensure that you’re getting the most from your CRM solution. Providing outstanding customer service is the pervasive thread that runs through the heart of our culture, and is enthusiastically delivered by all Claritysoft staff.
Yes, Claritysoft CRM integrates with Outlook 365 and other installed versions including Outlook 2003 and later.
Claritysoft CRM is customized for each organization. Talk with one of our experts about your company, your users and your needs to determine options for your team.