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Claritysoft CRM

User-friendly customer relationship management software

Last updated: January 2025

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Claritysoft CRM - 2025 Pricing, Features, Reviews & Alternatives

What is Claritysoft CRM?

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.

Benefits of using Claritysoft CRM

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.

Starting from

/user

Per month

book a demo

Claritysoft CRM's key features

Most critical features, based on insights from Claritysoft CRM users:

Contact Management

4.7

(58)

Contact Database

4.8

(32)

Email Management

4.3

(15)

CRM

4.8

(21)

Customer Database

4.7

(17)

All Claritysoft CRM features

Features rating:

4.3

(176)

For Small Businesses

5.0

(2)

Email Templates

3.5

(2)

Lead Nurturing

5.0

(1)

Document Management

5.0

(1)

Dashboard

(0)

Customizable Reports

4.5

(2)

Customizable Fields

4.2

(5)

Prospecting Tools

(0)

Configurable Workflow

5.0

(1)

Collaboration Tools

4.0

(2)

Activity Tracking

5.0

(1)

Assignment Management

4.0

(2)

Activity Dashboard

5.0

(1)

Search/Filter

4.0

(4)

Access Controls/Permissions

5.0

(3)

Interaction Tracking

4.5

(20)

Data Import/Export

4.5

(15)

Lead Capture

4.0

(10)

Reporting & Statistics

4.1

(9)

Referral Tracking

3.7

(3)

Support Ticket Management

3.8

(5)

Mobile Access

4.3

(9)

Lead Management

4.5

(41)

Reminders

4.0

(2)

Email Marketing

4.0

(12)

Task Management

4.3

(11)

Sales Pipeline Management

4.5

(36)

Reporting/Analytics

4.3

(22)

Calendar/Reminder System

4.3

(17)

Segmentation

4.3

(4)

Lead Segmentation

4.0

(1)

Marketing Automation

2.7

(6)

Sales Trend Analysis

3.5

(2)

Client Management

4.8

(12)

Forecasting

3.8

(5)

Workflow Management

3.9

(7)

Real-Time Notifications

5.0

(2)

Appointment Scheduling

5.0

(2)

Document Storage

4.2

(13)

Lead Qualification

3.0

(1)

Third-Party Integrations

(0)

Pipeline Management

4.2

(6)

Quotes/Estimates

4.0

(6)

Customizable Branding

1.0

(1)

For iPad Devices

(0)

Channel Management

(0)

Role-Based Permissions

(0)

Sales Activity Management

(0)

Sales Forecasting

(0)

Campaign Management

(0)

Sales Reports

(0)

Calendar Sync

4.0

(1)

Calendar Management

5.0

(2)

Automated Routing

(0)

Self Service Portal

3.0

(2)

Source Tracking

(0)

API

(0)

Task Scheduling

(0)

Template Management

(0)

Territory Management

(0)

Web Forms

(0)

Alerts/Notifications

4.7

(3)

For Startups

5.0

(1)

For Insurance Industry

(0)

Field Sales Management

(0)

Internal Chat Integration

1.0

(1)

Email Tracking

(0)

Lead Distribution

(0)

Drag & Drop

(0)

Data Visualization

(0)

Customizable Templates

(0)

Multi-Channel Communication

3.0

(1)

Opportunity Management

(0)

Performance Metrics

(0)

Predictive Analytics

(0)

Product Catalog

(0)

Proposal Generation

(0)

Customer Segmentation

(0)

Conversion Tracking

(0)

Contract/License Management

(0)

Commission Management

(0)

Claritysoft CRM awards

Lead Capture

82/100

Predictive Lead Scoring

82/100

Online CRM

80/100

Sales Force Automation

84/100

Claritysoft CRM alternatives

Claritysoft CRM

4.6

(176)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.3

Value for Money

4.7

Customer Support

4.7

Zoho CRM

4.3

(6.9K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

monday CRM

4.7

(402)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.5

Value for Money

4.5

Customer Support

4.6

HubSpot Sales Hub

4.5

(475)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.2

Customer Support

4.4

Claritysoft CRM pricing

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

User opinions about Claritysoft CRM price and value

Value for money rating:

4.7

Of 20 reviews that provide robust commentary on Claritysoft CRM's price and value, 85% mention it in a positive light.

Most users consider Claritysoft CRM to offer good value for money, highlighting its affordability and the balance between features and pricing. They appreciate the ability to customize plans and pricing to meet their specific needs and find it more cost-effective compared to other systems. Some users say it provides essential functionalities without the high costs associated with more robust CRMs, making it suitable for small to mid-sized businesses. However, some reviewers feel it can be expensive compared to other CRM tools, and a few users mention that there are cheaper alternatives available for small companies.

Check .

To see what individual users think of Claritysoft CRM's cost and value, check out the review excerpts below.

“ClaritySoft gives me the capabilities I looked for in SalesForce, all of what was missing in Zoho, took away the chaos of spreadsheets, at a price that worked for our business.”

Mike Battistella

President

“Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business.”

Arthur Iannuzzi

Director of Business Development

“We hadn't used this type of software before and were tempted to go with a cheaper or free version. But the programs we researched did not have the features we needed and seemed very clunky to use.”

Brenda Rigdon

Principal

Claritysoft CRM integrations (9)

Integrations rated by users

We looked through 176 user reviews, to identify which products are mentioned as Claritysoft CRM integrations, and what is the users perception.

Microsoft Outlook

Integration rating: 4.9 (7)

“The integration tool was very easy to setup (like 3 clicks). While in Outlook, you can add accounts, contacts, opportunities, lead or project. ”

“I had to have a way to track emails through the CRM. That was the biggest problem with Salesforce in that they sunsetted the Outlook connector.”

“I get important emails and task emails to my email and then I complete the task on Claritsoft.”

Nettie Reed

Vice President of Sales

1/3

Microsoft 365

Integration rating: 4.5 (2)

Gmail

Integration rating: 5.0 (1)

Other top integrations

Google Calendar

Zapier

CEIPAL ATS

QuickBooks Online Advanced

Kuebix TMS

KnowledgeNet.ai

Claritysoft CRM support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Phone Support

Email/Help Desk

Chat

Knowledge Base

FAQs/Forum

Training options

Webinars

Videos

In Person

Documentation

Live Online

Claritysoft CRM reviews

Overall rating

4.6

176

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.52/10

Rating distribution

107

Pros

“The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it.”

Kelly H.

Finance and Operations Specialist

“You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.”

Camille D.

Contract Administrator

“You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.”

Jim H.

President

Cons

“The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.”

Matt W.

Customer Success

“We had employees refuse to use it because they were so frustrated.”

Verified reviewer

Anonymity request

“Early on in our use of ClaritySoft, we had a problem that needed to be addressed.”

John V.

CEO & Sr. Consultant

Read all reviews

Claritysoft CRM FAQs

Q. What type of pricing plans does Claritysoft CRM offer?

Claritysoft CRM has the following pricing plans:
Starting from: $49.00/month
Pricing model: Subscription

Q. Who are the typical users of Claritysoft CRM?

Claritysoft CRM has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

Q. What languages does Claritysoft CRM support?

Claritysoft CRM supports the following languages:
English

Q. Does Claritysoft CRM support mobile devices?

Claritysoft CRM supports the following devices:
Android, iPad, iPhone

Q. Does Claritysoft CRM offer an API?

Yes, Claritysoft CRM has an API available for use.

Q. What other apps does Claritysoft CRM integrate with?

Claritysoft CRM integrates with the following applications:
Microsoft Outlook, Zapier, QuickBooks Online Advanced, Gmail, Microsoft 365, Google Calendar

Q. What level of support does Claritysoft CRM offer?

Claritysoft CRM offers the following support options:
Phone Support, Email/Help Desk, Chat, Knowledge Base, FAQs/Forum