Claritysoft CRM

Manage customer data, tracking sales pipelines, forecasting demand, and streamlining operations to improve efficiency and customer relationships.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Claritysoft CRM Overview

  • Updated November 25, 2025

Claritysoft CRM is a versatile customer relationship management solution designed to help businesses manage sales, marketing, and service operations more effectively. It provides tools for contact management, pipeline tracking, workflow automation, email integration, and project oversight, all within an easy-to-use interface.

With customizable features and accessible pricing, Claritysoft CRM supports organizations in improving customer engagement, streamlining processes, and driving measurable growth without adding unnecessary complexity.

Key Features

  • Account and Contact Management : Store detailed customer information and interaction history in one place, which helps businesses track relationships and build stronger connections.
  • Sales Forecasting : Provide clear projections of future sales performance through pipeline insights and reports, which guide better planning and revenue decisions.
  • Workflow Automation : Automate repetitive tasks and sales processes, which saves time and ensures consistency across customer interactions and internal operations.
  • Email Marketing Integration : Connect CRM with email campaigns, which allows teams to send targeted messages and track engagement directly within the platform.
  • Project and Task Management : Organize projects, assigns tasks, and tracks progress, which ensures teams stay on schedule and maintain accountability.
  • Mobile Access : Offer a mobile app for real-time access to contacts, opportunities, and tasks, which improves productivity when working outside the office.
  • Reporting and Analytics : Deliver customizable dashboards and reports with actionable insights, which allow managers to measure performance and optimize business strategies.
  • Custom Fields and Modules : Provide flexibility to design unique fields and workflows, which ensures the system adapts to specific industry or business needs.

Price

Plan Name Price (per user, per month, billed annually) Key Inclusions
Professional $49 Account & Contact Management, Bulk Email, Tasks & Calendar, Sales Forecasting, Pipeline Management, Price Quotations, Profile-Based Record Layouts, Email Integration, Mobile App, Daily Backups, Free Phone Support, and more.
Accelerator $59 Everything in Professional plus Workflow Automation, Custom Modules, Pipeline Board Views, Project Management, Helpdesk Management, Calculated Custom Fields, Advanced Audit Log, API & Webhook Access, and more.
Enterprise $69 Everything in Accelerator plus Advanced Custom Fields, Custom Record Types, Workflow Date Triggers, Automatic Email Sync, Data Archive, support for up to 1 million records, and more.

Check Pricing details: https://claritysoft.com/pricing/

Pros

Competitor Pros of Claritysoft CRM
Salesforce Sales Cloud Claritysoft costs less and stays simpler while delivering core CRM functions and customization. It suits small to mid-size teams that prefer ease of use and lower expense.
Zoho CRM Claritysoft offers a more user-friendly interface that avoids overwhelming complexity. It still supports key features like forecasting, automation, and customization but with more clarity.
HubSpot CRM Claritysoft provides strong CRM features and phone support from the start. It doesn’t rely on expensive upgrades for core functionality and lets businesses get started faster.
Pipedrive Claritysoft includes comprehensive modules like helpdesk, project management, and data archive. It serves broader use cases than Pipedrive’s sales-pipeline-focused design.
Zendesk Sell Claritysoft delivers a full suite of capabilities—from pipeline tools to mobile app and daily backups—while avoiding the support-only focus Zendesk Sell often has.

Cons

Competitor Cons of Claritysoft CRM
Salesforce Sales Cloud Claritysoft lacks the powerful AI tools, vast app ecosystem, and enterprise-grade scalability that Salesforce provides.
Zoho CRM Claritysoft does not include built-in AI assistants or deep integration with marketing and accounting apps like Zoho offers.
HubSpot CRM Claritysoft has no free-forever tier. It lacks HubSpot’s rich content marketing tools and extensive third-party app library.
Pipedrive Claritysoft feels more complex and can cost more per user. Pipedrive offers a lighter, more intuitive pipeline-driven experience.
Zendesk Sell Claritysoft’s interface and overall experience may feel less polished than Zendesk’s deeply support-centered design. It can be a bit bulky for fast service teams.

Verified Customer Reviews

TrustRadius Review
G2 Review
Capterra Review