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Compare Claritysoft CRM vs Floify

Comparison Summary

For Claritysoft CRM vs Floify comparison, Our AI algorithm looked at 1958 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Claritysoft CRM and Floify to solve their respective business needs.

Pros and cons of Claritysoft CRM and Floify

Claritysoft CRM is more suited to businesses that require Engagement Management with E-Mail and Helpdesk Management where as Floify is focused towards Sales Document Management and Engagement Management with Phone Calls .

Both Claritysoft CRM and Floify are CRM software, peers recommend Claritysoft CRM for proposal & quote management and contact list management where as Floify is more known for digital signature .

logo Claritysoft CRM

Focus area

Claritysoft CRM is better than Floify for

Software Failure Risk

  • medium

logo Floify

Focus area

Floify is better than Claritysoft CRM for

Software Failure Risk

  • medium

About

Claritysoft CRM | CRM Software for Customer Relationship Management

Mortgage Automation and Point-of-Sale

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

47

41

Total Goals
(we found evidences for)

8

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


contact list management


helpdesk management


sales document management

proposal & quote management

contract management



communication management

sending & publishing communications

tracking & monitoring communications



relationship management


conversion management


pipeline management


social media marketing



training & onboarding



workflow management


trade show marketing


sales call management



business development


campaign management

campaign analytics


calendar management


account management



lead qualification

lead qualification: technographic


social media management


generation of new leads




content management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve ROI

  • Scale best practices

  • Improve visibility

  • Enter new markets internationally or locally

  • See 5 more
  • Acquire customers

  • Improve internal communications

  • Increase sales & revenue

  • Enhance customer relationships

  • Build brand awareness

  • Improve stakeholder relations

  • Improve digital and social presence

  • Grow market share

  • Improve ROI

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • mobile

  • text SMS

  • website

  • social media

  • phone calls

  • mobile app

  • video

  • chat

  • Slack

  • user generated content

  • blogs

  • mass media

  • radio

  • offline

  • on premises

  • point of sale

  • See 14 more
  • e-mail

  • mobile

  • text SMS

  • website

  • social media

  • phone calls

  • mobile app

  • video

  • chat

  • Slack

  • user generated content

  • blogs

  • mass media

  • radio

  • offline

  • on premises

  • point of sale

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting