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Claritysoft CRM Review
Product Snapshot
Product Pricing
As of the vendor's current pricing page, Core CRM is $29 per user per month billed annually and Complete CRM is $59 per user per month billed annually, with an optional Advanced API add-on at $299 per year.
Technology
Product is available as a SaaS solution that requires no additional hardware.
Customer Focus
Vendor serves small and midsized businesses with products that are cost effective, customizable and focused on usability.
Select Customers
Waterford Consultants LLC, Multi Funds, BILT by Agassi and Reyes, Inquirehire, Opti-Port
About Claritysoft CRM
Claritysoft CRM is a powerful, cost-effective customer relationship management solution built with only the best and most commonly used functions for CRM, contact management and sales force automation. The software is easy and fast to set up and is built with an intuitive interface that improves user adoption rates. Designed with the small business in mind, the platform is a complete CRM solution that can help companies sell more effectively and build better customer relationships. The solution boasts seamless integrations with Microsoft Outlook, Gmail and Quickbooks and allows users to access data both online and offline, and offers mobile functionality.
About the Company
Claritysoft strives to deliver simple yet powerful customer relationship management technology to help their clients win more sales and improve their bottom lines. The company provides CRM software that is designed to be quickly and easily implemented, with only the features that businesses and sales team actually need, rather than bloated functionality that add complications rather than value.
Claritysoft CRM Key Features
- Accounts & Contacts
- History & Notes
- Document Attachments
- User Profiles
- Task & Activities
- Tasks Assignment
- Action Plans
- Pipeline and Forecast
- Quotations
- Product Tracking
- Customizable Sales Process
- Email Template Management
- Microsoft Word Mail Merge
- Mail Merge Template Management
- Mass Email
- Calendar
- Import from Excel & Outlook
- Synchronize with Microsoft Outlook
- Unlimited Custom Fields
- Reporting
- Label Printing
- Mass New Activity
- Mass Log Activity
- Group Edit
- Export to Excel
- Offline Access
- Dynamic Data Management (Quick Search, Advanced Search, Filters)
- Customizable Views
- Automatic Formatting
- Compatible with Microsoft Office 2003, 2007 and 2010
Pros
- Platform can be installed, customized and loaded with all contact data in just a few hours.
- With Claritysoft CRM, it is easy to add custom fields and map imported data to them.
- The system requires no additional hardware or software, nor is an IT team required for setup and management.
- Data can be accessed 24/7 with or without an internet connection, ensuring that key business information is always available.
Cons
- Product is priced competitively, but could be offered for a lower price given its feature set.
Overall
Claritysoft CRM differentiates itself from other products in the CRM market that are geared to small and mid-market businesses with its simplicity in implementing and using the solution, without skimping on the features that really make a difference in improving the sales and customer service processes. Its key differentiator is the simplicity of the product, enabling sales teams to easily complete tasks like sending targeted email blitzes in just a few minutes. Small businesses looking for a CRM solution without the hassle of complicated implementations and functions should check out Claritysoft CRM.
Claritysoft CRM FAQ
Who is Claritysoft CRM best suited for?
The vendor positions Claritysoft CRM as a simple CRM for growing small and mid-sized businesses, emphasizing ease of adoption, guided onboarding, data import, and training. It offers support ticketing, project management, and up to 100,000 contacts on the Complete plan, so it scales beyond the smallest teams.
How long does it take to implement Claritysoft CRM?
The vendor describes a guided process covering discovery, configuration, data migration, and team training, and says its CRM is quick to implement, but it does not publish a specific timeframe on the pages we retrieved.
How easy is Claritysoft CRM to learn and use?
The vendor's central claim is simplicity: a clear, customizable interface, guided onboarding, and live support from real people, so teams can stay organized without the complexity of traditional CRM systems. Independent verification of usability was not possible from the sources retrieved.
Last reviewed: October 31, 2026
