Claritysoft CRM Pricing, Features, Reviews & Comparison of Alternatives

Claritysoft CRM

User-friendly customer relationship management software

4.4/5 (47 reviews)

Claritysoft CRM overview

Claritysoft CRM is a customer relationship management software designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM offers SMBs and large enterprises a single and centralized platform from which to manage customer contacts, accounts and sales activity. Incorporating scheduling, tracking & searching functionality, Claritysoft CRM aims to deliver a smart CRM solution.

In order to manage customer relationships effectively, Claritysoft CRM equips users with the tools to add contacts, notes and activities easily. By centralizing customer information, Claritysoft CRM enables users to access important customer details quickly and conveniently. To enhance user productivity, Claritysoft CRM allows users to import, export and segment accounts as well as add custom fields and generate account reports.

Besides contact management, Claritysoft CRM facilitates efficient activity management by allowing users to schedule tasks, to-dos and activity reminders. With an online calendar, Claritysoft CRM permits users to create and share details of meetings, appointments and events. Further to team activity management, Claritysoft CRM enables users to manage leads, sales and pipeline activity straightforwardly with data import, export and tracking technology.

Claritysoft CRM employs an email marketing module which allows users to create and send branded professional mass emails to customers simply using email templates. With email tracking functionality, users can gain valuable insight into their marketing performance by analyzing and evaluating email correspondence analytics. Furthermore, with the Claritysoft CRM price quotes feature, users can produce accurate quotes and proposals.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Canada

Supported languages

Claritysoft CRM screenshot: Track & analyze sales activityClaritysoft CRM UsabilityClaritysoft CRM screenshot: Add contact detailsClaritysoft CRM screenshot: Search & review activities Claritysoft CRM screenshot: Organize online calendarClaritysoft CRM screenshot: Generate accurate quotesClaritysoft CRM screenshot: Manage user access controlsClaritysoft CRM screenshot: One CRM on all platformsClaritysoft CRM screenshot: Utilize Claritysoft CRM's mobile-friendly design

Claritysoft CRM reviews

Value for money
Ease of use
Customer support
Mark Shawver

Claritysoft CRM-A Very Good CRM System

Used daily for 1-2 years
Reviewed 2016-07-19
Review Source: Capterra

Claritysoft CRM has most all of the features of much more well known and pricier CRM products at a much lower price point. We tried out about 7 different CRM systems during our evaluation period and found that Claritysoft had by far the best bang for the buck. We took advantage of each product's free 14-30 day trial and put each product through some fairly rigorous testing. We attempted to develop a standardized trial process that gave us an idea of ease of use and functionality of each product that we tested. We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities. We also manually entered contacts, accounts, opportunities and quotes. Any questions that we had were very quickly addressed by our Account Manager, Matt Welch, and their Technical Support Team. We are a fairly small company and as such, only have a need for a few licenses. I have never gotten the feeling that our account was not worth as much as much larger organizations with many more users. I have dealt the Founder, our Account Manager, Accounting and all of their Technical Support Engineers and in each and every case have been made to feel like I am their most important customer. The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet. Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings. The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around". As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

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Laurence Cohen

Developed for high frequency calls - Outstanding customer service.

Used daily for 6-12 months
Reviewed 2018-04-05
Review Source: Capterra

This has massively improved our sales. We moved over from Saleforce where we were able to average 75 calls per day per person - Claritysoft has enabled us to increase the number of calls per sales person per day to 120 whilst capturing all of the relevant data and ensuring that all sales opportunities are followed up until completion. We tested four other CRMs including using Salesforce, which we used for a year - financially it was a black hole and the service was beyond horrendous. It was a joke. So we were very focused on customer service when moving to a new CRM and we have had a very good experience with Claritysoft. Their support team have ensured that we have a customed CRM designed for our needs. There were one or two delays in setting up our reporting, but the team at Claritysoft just used this as an opportunity to further prove their commitment to our company by going above and beyond to create an accurate and detailed reporting system. One thing that I will say is that we are based in London, we are not a US Firm and we are not use to having a tech company so focused on the client experience. They offer time and support in a very understanding manner and the fact that they are based in the US means that we can communicate with them daily until around 11pm every day. I do not believe I have ever reviewed another company before however, the product is excellent and allows you to speed dial and the service is the best we have come across.

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Served its purpose but could use some work

Used weekly for 1-2 years
Reviewed 2019-02-07
Review Source: Capterra

I think it could be improved, but is a good tool for smaller businesses to use. We had to do a lot of customization which can be frustrating when you want to be able to use the software for varying purposes. It didn't quite fit the needs of our organization, but I think it could be good for organizations that are starting up.The user interface was relatively easy to use and resembled Microsoft products in the way it was setup. It offers an online version that allows you to access the software regardless of where you are.

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Rondle Dines

Most EXCELLENT customer service

Used daily for 1-2 years
Reviewed 2017-01-05
Review Source: Capterra

We didn't need a CRM that did lots of tricks. To start we just needed a way to keep notes on customers and provide accessibility for management review. We also needed a bulk email program for promos. Claritysoft provides a very intuitive platform. We use the offline and mobile versions the most. On the live version, we send bulk emails and generate automatic reports. With a little instruction, everyone took to the common tasks right away. Like any computer program that holds large quantities of information, we've experienced a few glitches and things that required a bit of a workaround until they helped to smooth things out. There are a few minor things we'd like changed to suit our special needs, but they are working on them. I can not say enough good things about their customer service. They really attend to our needs and call back when they say they will. That means a lot. Revisions are happening all the time so the product just keeps getting better. Later we may choose to incorporate more features. Their customer service.

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Samantha Testa

Clarity Soft Review

Used daily for less than 6 months
Reviewed 2017-01-17
Review Source: Software Advice

Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult. One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft. One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.- Administrator able to change some custom fields - Easy to use and easy to learn - Advanced search is great for tracking ROI - Good value for the price - Good technical support

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Claritysoft CRM pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Choose the Claritysoft CRM pack that's right for you. With 3 versions available, and the option of adding individual features as needed, you can tailor your CRM solution to your exact specifications. Get your work done without paying for functionality you don't need and won't use.
Start with the already robust and comprehensive Professional Pack, or the expanded and broad Accelerator Pack, and add more features as needed. Or explode into action with the complete CRM Suite. A full arsenal of Claritysoft's all-encompassing, powerful and extensive tools, including Claritysoft's outstanding Marketing, Projects and Help Desk Modules. With Claritysoft CRM you'll find, or create the exact CRM you need. Pricing starts at $39 per user/month, billed annually.

Claritysoft CRM features

Activity Tracking
Automatic Reminders
Calendar Management
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Email Templates
Mobile Integration
Reporting & Statistics

Activity Dashboard (166 other apps)
Automatic Notifications (159 other apps)
CRM Integration (113 other apps)
Customer Database (118 other apps)
Electronic Payments (113 other apps)
Email Integration (146 other apps)
Social Media Integration (127 other apps)
Third Party Integration (163 other apps)

Additional information for Claritysoft CRM

Key features of Claritysoft CRM

  • List management
  • Relationship tracking
  • Marketing automation
  • Campaign management
  • Contact management
  • Customer support
  • Document management
  • Email marketing
  • Web forms / landing pages
  • Lead management
  • Product catalog
  • Project management
  • Quote management
  • Referral tracking
  • Territory management
  • Proposal generation
  • Customer portal
  • Assignment management
  • Collaboration tools
  • Interaction tracking
  • Customer accounts
  • Contact database
  • Opportunities management
  • Sales forecasting
  • Sales reporting
  • Customizable sales process
  • Quotation management
  • Price books
  • Sales orders
  • Task tracking
  • Task management
  • Activity management
  • Activity tracking
  • Calendar management
  • Microsoft Outlook integration
  • Offline access
  • ClarityCRM mobile
  • Group edit
  • Email templates
  • Email monitoring
  • Template management
  • Microsoft Word mail merge
  • Data import/export
  • Data import
  • Customizable fields
  • Customizable categories
  • Customizable branding
  • Customizable templates
  • Customizable reporting
  • Customizable dashboards
  • Reporting & statistics
  • Role-based permissions
  • Activity steam workflow
  • Sales tracking
  • Customer segmentation
  • Custom fields
  • Tagging
  • Sync with Microsoft Outlook
  • To-do list
  • Task scheduling
  • Activity reminders
  • Appointment management
  • Event management
  • Meeting management
  • Sales analytics
  • Pipeline management
  • Drag & drop email designer
  • Search functionality
  • Data filtering
  • Email tracking
  • Secure data storage
  • Sales automation
View All Features


Claritysoft CRM offers a mobile-friendly design, affording users the flexibility to access their calendar, generate a price quote or assign an activity while on the move.

Thanks to the software's offline capabilities, Claritysoft CRM users can add tasks, meetings and notes without internet connectivity.

Claritysoft CRM employs role-based access control, serving to restrict access to sensitive CRM data and control the functions team members can perform.

Claritysoft CRM supports Outlook, Gmail and Zapier integration, and provides powerful API functionality.

Claritysoft CRM includes inbuilt email marketing templates and a drag and drop email designer, providing users with the tools to create and send professional marketing emails quickly and easily.