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Score 6.3 out of 100


Recent Reviews

Top Notch CRM

7 out of 10
April 08, 2021
Originally, it was just utilized by our sales department; however, now we have incorporated its functionality to expand our capabilities …
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Popular Features

View all 23 features
  • Customer data management / contact management (5)
  • Opportunity management (5)
  • Integration with email client (e.g., Outlook or Gmail) (5)
  • Quote & order management (5)

Video Reviews

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Per Month Per User

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $39 per month

Product Demos

ClaritySoft Challenge -
ClaritySoft Challenge -

Features Scorecard

Sales Force Automation


Customer Service & Support


Marketing Automation


CRM Project Management


CRM Reporting & Analytics








Product Details

What is Claritysoft?

Claritysoft offers a simplified CRM solution. The vendor says the founding principal behind its solution is usability. Additionally, the vendor says they focus on the most commonly used functions, such as account management, contact management and Outlook integration, in order to deliver a simple CRM system with an easy end user experience. The vendor’s value proposition is that by creating an intuitive look and feel and avoiding complex screens and rarely used features, Claritysoft delivers the power of CRM in a cost effective and easy to use solution.

Claritysoft Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Platform Features

  • Supported: Mobile access

Claritysoft Video

Watch as we setup, customize, and import contacts into Claritysoft CRM in less than 8 minutes.

Claritysoft Integrations

  • Microsoft Outlook
  • Microsoft Excel
  • Google Calendar
  • Gmail
  • Microsoft Word

Claritysoft Competitors

Claritysoft Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationMobile Web

Frequently Asked Questions

CloudSoft is a simple, cloud-based CRM system for SMBs.

Claritysoft starts at $39., Sugar Sell (SugarCRM), and Microsoft Dynamics 365 are common alternatives for Claritysoft.

Reviewers rate Help desk management and Task management and Customizable reports highest, with a score of 10.

The most common users of Claritysoft are from Small Businesses (1-50 employees) and the Accounting industry.


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Reviews and Ratings



(1-5 of 5)
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April 08, 2021

Top Notch CRM

Joshua Day | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Email blasts.
  • Opportunity, quote, and sale record keeping.
  • Customer support.
  • Analytics of email blast are there but could be improved upon.
  • Slight modifications to import tools.
  • Automatic email, text, etc. plug ins.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
  • Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
  • Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.
  • I think the quote builder could use a good update.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
  • There is no spell-check function to use when you are sending emails.
  • Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
  • When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
  • When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
  • There is no auto-dial feature built into Claritysoft.
  • The mobile app needs to look and feel just like the online version.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Reporting is very accurate.
  • Very good at being able to filter and do global searches
  • Very easy to revise information or change reps for a client
  • Customer service help is very fast and reliable.
  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Ease of Use - Claritysoft offers a very organic and intuitive design for customers to easily navigate and use.
  • Developer Standpoint - Standing up the application and importing data was straightforward and did not take long to configure security, permissions and roles.
  • Out Of The Box (OOTB) - Claritysoft out of the box offered many built-in tools utilized for our environment, however, manipulating and customizing was not over the top difficult, once we established a baseline.
  • This may be an unfair "con", however the application is quite costly. With that said, it is worth it!
  • This may be a "con" because of our environment, however the email functionality is a bit limited when it comes to multiple items.
  • Customized reports are a bit messy to build, BUT the options for customization has answered all requests by our client.