CRM Software Selector

What is Claritysoft?

"Customizable. Built for usability. Claritysoft’s unique blend of simplicity and flexibility delivers powerful marketing and sales automation, customer service tools and more."

Claritysoft CRM is an all-in-one CRM platform for sales, marketing and customer service. Our unique blend of flexibility and functionality lets you custom fit our powerful feature set into exact-fit screens to meet the needs of every user type in your organization. Designed for usability and extraordinarily customizable, Claritysoft CRM delivers the right amount of functionality in a clean and easy to use interface.

With Claritysoft CRM you get world-class integration capabilities with an open API plus out-of-the-box Outlook, Gmail and Zapier integration. You also get valuable insight through the extensive dashboard and reporting capabilities.

An exceptional value, Claritysoft delivers a powerful feature set that’s built to eliminate complexity and drive performance.

Claritysoft scored 85/100 in the CRM category. This is based on user satisfaction (86/100), press buzz (32/100), recent user trends (falling), and other relevant information on Claritysoft gathered from around the web.

The score for this service has improved over the past month. What is this?

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Claritysoft Product Overview

  • Track all activities, attachments, contacts, notes, opportunities, quotations, sales, and services for an organization from a single intuitive view.

  • Add custom fields to capture unique account information.

  • Fully customize the user interface to meet the unique needs of your business.

  • Send email blasts to groups of contacts with ease.

  • Create your own sales process to ensure consistent sales execution from your whole team.

  • Add product line items directly from a price book or enter custom line items directly into the opportunity.

  • Build graphically rich email marketing templates by utilizing an intuitive drag and drop email designer.

  • Create and share marketing email templates with your entire organization – help your sales team maintain a polished professional image.

  • Utilize email tracking to analyze and evaluate sent email correspondence analytics including: delivery rate, open rate, bounce rate, read status, and unsubscribe rate.

  • Restrict access to sensitive CRM data and use role-based access control to enable or disable record visibility and CRM functions.

Languages: English
Software Buyer Guide 2019

CRM Software Buyer Guide 2019

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in February 2019.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...


Claritysoft Features

  • 2-Factor Authentication
  • A/B Testing
  • API
  • Audience Targeting
  • Brand Management
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Configuration Rules
  • Database
  • Guided Selling
  • Estimates / Quotes
  • Product Catalog
  • Pricing
  • Call Tracking
  • Call Disposition
  • Softphone
  • Time Management
  • Sales Motivator
  • Click-to-Dial
  • Order management
  • Sales Automation
  • Customer Service
Compare Pricing

Claritysoft Pricing Plans


1 user(s) / month
  • Cloud, Offline & Mobile
  • Unlimited Records
  • Sales Pipeline Management
  • Custom Reports & Dashboards
  • Profile Based Security
  • Profile Based Screen Layouts
  • Products & Pricebook
  • Custom Views
  • Price Quotations
  • Data Importer
  • Email Tracking
  • Email Integration
  • Webforms
  • Free US Based Support


1 user(s) / month
  • Everything in the Professional plan plus...
  • Action Plans
  • Audit Log
  • Data Archive
  • Business Rules
  • Advanced & Calculated Fields
  • Custom Modules
  • Document Library
  • Advanced & Excel Reports
  • API & Web Hooks

CRM Complete: The CRM Suite

1 user(s) / month
  • Everything in the Accelerator plan plus...
  • Marketing
  • Projects
  • Help Desk

Plans starting from: $39.00/month Credit card required: No

Claritysoft FAQs

Does Claritysoft offer guides, tutorials and or customer support?

Yes. Claritysoft provides free, 100% U.S. based phone support, as well as a comprehensive online help resource support portal and a vast library of instructional videos.

Does Claritysoft integrate with any other apps?

Yes. Claritysoft integrates with Microsoft Outlook, Gmail and Quickbooks, as well extensive additional 3rd party connectivity through seamless integration with Zapier.

What platforms does Claritysoft support?

Claritysoft is a web-based solution that can be accessed on any device. In addition, Claritysoft also provides native iPhone and Android mobile apps.

Who are the main user groups of Claritysoft?

SMBs and enterprise businesses alike, in all manner of industries use Claritysoft CRM to manage and automate customer and prospect data and interaction.

Does Claritysoft offer an API?

Yes. Claritysoft's does provide an open API.

What is Claritysoft generally used for?

Claritysoft CRM is a comprehensive Customer Relationship Management tool used to manage and automate all aspects of the customer journey, from lead management to sales, marketing and support and much more.

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