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ClaritySoft

Rating: 4.2
User Satisfaction: 78%
ClaritySoft is a CRM platform that helps businesses manage contacts, sales pipelines, and customer interactions so teams can close more deals, automate tasks, and deliver service efficiently.

Overview

ClaritySoft CRM is a cloud-based customer relationship management system designed for small to midsize businesses. It focuses on organizing contacts and accounts, tracking sales pipelines, automating workflows, and supporting basic marketing and customer service features.

CRM tools help businesses keep customer information centralized, track interactions over time, and streamline sales and support processes. ClaritySoft stands out for its combination of usability and customization, making it a good fit for teams that want a simpler alternative to heavyweight platforms like Salesforce but still need robust controls.

Users log in to the web-based dashboard where they can manage contacts, leads, activities, and deals. The system includes email integration, automated task workflows, reporting tools, and customization options for fields, layouts, and modules. It is typically billed per user, with an annual commitment and a minimum user requirement.

Details

Tool Launch / Founded Date

Not publicly disclosed (established CRM vendor)

Best for

Small and midsize businesses (SMBs) and sales/marketing teams looking for customizable, easy-to-use CRM

Access Type

Paid subscription (cloud-based)

Licensing Model

Proprietary software

Feature

  • Central contact, company, and lead database  
  • Sales pipeline and forecasting tools  
  • Workflow automation and customizable modules 
  • Email integration and bulk email support  
  • Calendar, activity tracking, and task management  
  • Reporting, dashboards, and analytics

Pricing Tables

Professional
$49 / Month

ncluded in all plans…

  •  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
Accelerator
$59 / Month

Everything in Professional Plus…

  •  Workflow Automation
  •  Custom Modules
  •  Pipeline Board Views
  •  Project Management
  •  Helpdesk Management
  •  Calculated Custom Fields
  •  Advanced Audit Log
  •  API & Webhook Access
Enterprise
$69 / Month

Everything in Accelerator Plus…

  •  Advanced Custom Fields
  •  Custom Record Types
  •  Workflow Date Triggers
  •  Automatic Email Sync
  •  Data Archive
  •  Up to 1 million records

Analytics

Traffic Analysis

Domain Rating
35
Organic Traffic
7.41K
Majority Users
United States

Visits Over Time

No visit data found.

Traffic Sources

No traffic data found.

Last Update Date: 2026-01-12

FAQ

Can I try ClaritySoft before buying?
Yes — ClaritySoft typically offers a free demo so you can see how the CRM fits your workflow before committing.
Is ClaritySoft suitable for small businesses?
Yes — it’s designed to be intuitive and flexible, making it a good CRM for small to mid-sized teams.
Does it include marketing tools?
The platform offers built-in bulk email and basic marketing automation alongside core CRM functions.
Can I customize fields and modules?
Yes — you can tailor data fields, layouts, and modules to match your business processes.
Is customer support included?
ClaritySoft emphasizes free phone support and personal assistance.
Does it integrate with email and calendars?
Yes — it supports integration with email services and calendar syncing.

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