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Grow Sales Without the CRM Headaches

Turn contacts into customers with a CRM that’s easy to adopt, and even easier to use
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CRM Shouldn’t be complicated

Everything you need to manage relationships, track opportunities, and stay organized — nothing you don’t.

Leads, Contacts & Companies

Every relationship. One simple view.

Opportunities & Forecasting

A pipeline your team actually keeps up to date.

Quotations, Orders & Invoices

Quotes to cash—without the chaos.

Deliver with Precision. Support with Care.

Claritysoft CRM goes beyond CRM with project management and customer support designed for service-driven teams.

Project Management

Plan and deliver projects with visibility into milestones, progress, and team responsibilities.

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Service & Support

Manage support cases, track resolution times, and ensure every issue gets the attention it deserves.

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Productivity & Collaboration

Built-in tools that help your team stay aligned, move faster, and get more done

CRM That Adapts to Your Business

Personalize screens, navigation, actions, and data layouts so Claritysoft CRM fits how your team actually works — not the other way around.

Role-Based Interface

Deliver tailored screens, actions, and data views to each role — so every user sees exactly what they need, and nothing they don’t.

Workflow Automation

Automate routine actions, notifications, and follow-ups — so work moves forward automatically and nothing gets missed.

Email Marketing

Find more customers with a powerfull intuitive email marketing platform.

Features

See your business like never before, with powerful insights at your fingertips.

Design Beautiful Email with Ease

Craft professional, responsive emails in minutes using our intuitive drag-and-drop builder.

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Targeted Audience Segmentation for Effective Campaigns​

Targeted Audience Segmentation for Effective Campaigns​

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Boost Engagement with Email Automation

Automate your email campaigns effortlessly with Claritysoft CRM’s powerful email automation feature.
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Trusted by 1000s of happy customers

Been using CRM more than 15 years. Never seen flexibility like this before.
Dean H.
CTO

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Everything You Need. One Clear View.

Every detail, every connection — all in one place.
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Getting Started Is Simple

Get started on your own — or partner with us for guided onboarding.
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1

Discover

We start by understanding your business, workflows, and goals — so your CRM is set up to support how you actually work.

2

Implement

We configure Claritysoft CRM to match your processes, roles, and data — keeping things simple, focused, and ready to use.

3

Import

Your existing data is carefully imported and organized so you can pick up right where you left off.

4

Train

We guide your team through the system so everyone feels confident, productive, and ready from day one.

All Modules

Take a look at the powerful features of Claritysoft CRM
Companies, Contacts & Leads
Tasks and Calendar
Deal Management and Forecasting
Price Quotations
Project Management
Mobile App
Reporting and Dashboards
Customer Service
Workflow Automation
Sales Orders & Invoices
Email Marketing
Leads, Contacts & Companies
Every relationship. One simple view.
Stop digging through emails, spreadsheets, and sticky notes to remember what happened with a customer. Claritysoft keeps every lead, contact, and company organized in one place with a clear timeline of emails, calls, meetings, notes, and tasks.
Because the system is easy to use, your team actually keeps it updated. That means better context for every conversation, cleaner data for leadership, and a CRM everyone is willing to use.
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Opportunities & Forecasting
A pipeline your team actually keeps up to date.
Track deals from first conversation to close with a pipeline that’s clear, visual, and easy to maintain. Reps can quickly update stages, schedule follow-ups, and prioritize their next steps without getting buried in data entry.

Managers get real visibility into pipeline health and revenue forecasts—because when the system is simple, the data stays accurate.
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Quotations, Orders & Invoices
Quotes to cash—without the chaos.
Create professional quotes, convert them into orders, and generate invoices without switching between systems or re-entering information. Everything stays connected to the customer record so your team always knows exactly where a deal stands.
It’s a streamlined way to manage the entire sales cycle—from quote to payment—while keeping your records organized and your team moving faster.
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Productivity and Collaboration :
Assign tasks, set reminders, and track follow-ups without adding extra steps to your day.

Claritysoft keeps tasks simple: due dates, reminders, and calendar integration so nothing gets missed. Each user can customize their To-Do list layout so they can manage follow-ups, calls, and priorities without jumping between screens.

Bulk email tools and activity tracking make repetitive work faster, so routine follow-ups take minutes instead of hours.

When your CRM is easy to use, your team uses it. That means fewer spreadsheets, better visibility into activity, and clearer insight into team performance.
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Ai Productivity
Claritysoft’s AI tools help you write emails, summarize notes, find answers, and update records faster. They reduce administrative work so you can focus on conversations, relationships, and running your business.

Many platforms add AI features that look impressive but require weeks of setup, integrations, or specialized training. Claritysoft takes a different approach.

Our AI tools are built directly into the CRM and start working on day one—no complex setup, no extra tools, and no disruption to your workflow.
Whether you’re preparing a follow-up, catching up on an account, or looking for insight across records, AI reduces manual effort and helps your team focus on what matters most.
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Mobile App
The Claritysoft mobile app gives you full access to your CRM without the clutter.

Quickly find contact information, log calls, add meeting notes, and send emails from anywhere. Customize what you see on your screen so the information you need is always front and center.

Voice-to-text makes it easy to capture notes on the go, and the clean interface keeps everything fast and simple—even when you’re working from your phone.
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Views
Views make it easy to organize and find the information that matters most to you.

Filter records, create focused lists, and quickly take action on groups of contacts or accounts. From sending emails to updating records in bulk, views help you get more done without building complicated reports or dashboards.

It’s a simple way to turn your CRM data into something useful.
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Email Integration
Send individual emails or campaigns directly from the CRM while keeping every interaction connected to your contacts and accounts.

Claritysoft automatically tracks engagement signals like email opens and website visits, helping you identify which prospects are actively interested.

With your communication and insights in one place, it’s easier to prioritize the conversations that matter most.
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List Actions
Save time with powerful bulk actions built directly into the CRM.

Send mass emails, export records to Excel, update multiple records at once, or schedule follow-ups for entire groups of contacts—all in just a few clicks.

Instead of repetitive manual work, you can focus on the tasks that actually move deals forward.
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