Claritysoft CRM

Where Growth Happens

Experience the game-changing combination of power, flexibility and ease-of-use. Schedule a demo now to see if Claritysoft CRM is right for your business.
Schedule a Demo
Explore Features

Claritysoft CRM

Where Growth Happens

Experience the game-changing combination of power, flexibility and ease-of-use. Schedule a demo now to see if Claritysoft CRM is right for your business.
Schedule a Demo
Explore Features

Trusted by 1000s of happy customers

4.8

4.6

4.6

4.5

4.3

Flexible and incredibly easy to use.

Customize Screen layouts to fit your business

Create clean and clutter-free screens using our drag-and-drop interface designer. Focus on what matters most, without the distraction of unused capabilities

“Been using CRM more than 15 years. Never seen flexibility like this before”

Dean H. – CTO

Get more done, faster​

The List Actions feature enables you to search and select a group of records and perform a group action such as; sending a bulk email, assigning mass tasks, or performing a group edit. 

“I’m 2x faster in day-to-day tasks”

Edwin C. – Sales Executive

View your CRM data your way.

Saved searches, called views, let you see exactly what you need, when you need it.  Create a view of contacts in a specific segment or a View of Deals with a close date of this month.

“With views, you often don’t need a report.”

Alex J. – Founder

Tailored Dashboards

Create Role-Specific layouts with ease

Seamlessly integrated with your everyday tools

Streamline Your Sales Process

Organize and automate your sales process, from lead management to onboarding customers.

See if Claritysoft CRM is right for you. Click below to schedule a demo!

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Email Marketing

Drive more sales opportunities into the pipeline with our fully integrated email marketing platform

Email Designer

Create stunning, responsive emails with our drag-and-drop email builder.  Or start with an existing email from our template library.

Audience Segmentation

Segment your contacts into distinct audiences based on their unique characteristics to allow for more targeted email campaigns

Email Automation

Build audience-specific email automations to keep your brand top-of-mind with your target groups.

Email Analytics

Use email analytics to evaluate campaign performance and identify what’s working and what isn’t.

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CRM FEATURES

CRM Modules

Companies, Contacts & Leads

Organize and manage your customers, leads and prospects. Add custom fields and personalize screen layouts to match your unique business needs.

Tasks and Calendar

Stay on top of your important task and activities so nothing falls through the cracks. Never miss a deadline with automatic reminders and notifications that keep you and your team informed on upcoming due dates.

Deal Management and Forecasting

Track and manage sales opportunities through your entire sales process to improve sales performance and forecast accuracy.

Price Quotations

Create and send price quotes to your prospects and customers. Build custom-branded quotation templates and price books to ensure your team presents pricing professionally and consistently.

Sales Orders & Invoices

Track the products and services your customers have purchased. Automatically pull sales and invoice history directly into Claritysoft through integration with your existing systems.

Project Management

Coordinate work and activities, so everyone knows what needs to get done, who is responsible, and when it is due. Automatically generate and assign tasks based on project type.

Reporting and Dashboards​

Gain valuable insights and key performance metrics with powerful charts and reporting. Use the report scheduler to deliver reports to the right people at the right time.

Workflow Automation

Automatically update fields, send emails, notify team members, and assign tasks according to your workflow business rules.

Mobile App

Stay productive on the go with the Claritysoft mobile app. Access your work from any Android or iOS device, allowing you to stay on top of important tasks from anywhere.
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It's Easy to Get Started

Claritysoft CRM is quick to set up and easy to use, allowing you to get started right away without needing any technical expertise.  Watch the video below to learn how our onboarding services can help you go live quickly.