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Claritysoft CRM Review

Product Snapshot

Product Pricing

Product is available for $468 per year per user, paid annually


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

View Vendor's Product Page


About Claritysoft CRM

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

Contact Management
  • Accounts & Contacts
  • History & Notes
  • Document Attachments
  • User Profiles

Task Management

  • Task & Activities
  • Tasks Assignment
  • Action Plans

Sales Force Automation

  • Pipeline and Forecast
  • Quotations
  • Product Tracking
  • Customizable Sales Process

Email Management

  • Email Template Management
  • Microsoft Word Mail Merge
  • Mail Merge Template Management
  • Mass Email
  • Calendar
  • Import from Excel & Outlook
  • Synchronize with Microsoft Outlook

Additional Features

  • 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


Claritysoft CRM Screenshots


Claritysoft CRM Videos


  • 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.
  • Product is priced competitively, but could be offered for a lower price given its feature set.

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.


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