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Simple CRM for Growing Businesses

Without the complexity and frustration of traditional CRM systems.

Manage contacts, companies, sales opportunities, tasks, and customer relationships in one clear, customizable platform. Claritysoft CRM helps your team stay organized, move faster, and deliver a better customer experience.
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Free live support

Talk to a real person. We’re here to help.

Guided onboarding

We guide you every step of the way.

Real people, real support

A team that’s with you every step.

Organize Your Customer Relationships

Track leads, manage opportunities, and stay organized through every stage of the customer lifecycle.
Feature 01 · Deal Management & Sales Forecasting

Move the deal.
The forecast updates itself.

Follow a single opportunity card on its journey through the pipeline — with every stage change, the win probability, column totals, and weighted sales forecast update live. Two features, one mechanism.

Opportunities & Forecasting Leads, Contacts & Companies Quotes & Orders Reports & Insights

Everything You Need. Right Where You Expect It.

Explore the core features of Claritysoft CRM. Click any section to see how each tool helps your team stay organized, move faster, and work with greater clarity

Productivity & Collaboration

Help your team work smarter, stay aligned, and never miss a task.

Task Management

Assign and track tasks with reminders and due dates that keep everyone accountable.

AI Assistant

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

Mobile App

Approve updates, check records, and stay informed when you are away from your desk.

Data Views

Create dynamic, reusable data views that automatically update as your data changes.

Email Integration

Log conversations and schedule follow-ups without copying threads between tools.

List Actions

Run bulk emails, group edits, or scheduled follow-ups on many records at once.

CRM That Adapts to the Way Your Team Works

Create tailored record layouts for different teams, roles, and workflows. With Claritysoft CRM, each user profile can see the fields, sections, and tools that matter most to them.

Aaron Todd Creative Director Apple
Overview
Personal
Sales
Customize Navigation Menu
Personalize Tabs
Configure Action Buttons
Add Custom Field
Arrange Fieldsz

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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We Help You Get It Right From Day One

From setup and data import to training and rollout, we guide your team every step of the way.
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1

Discover

We learn how your business works and what you need to succeed.

2

Implement

We help you configure your CRM to fit your business.

3

Import

We help you migrate your data quickly, securely, and accurately.

4

Training

We train your team to get the most from your CRM.

Clarity in the palm of your hands.

Every detail. Every connection. All in one place.

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Tired of CRM Software that feels like work?

Too complicated. To bloated. Too difficult to customize.
Most CRM systems slow teams down instead of helping them move faster.

Complex Setup

Expensive Onboarding

Lower User Adoption

Slow Support

Features You Never Use

Simpler by design.

Claritysoft CRM helps growing businesses stay organized with software that’s powerful, adaptable, and easy to use.

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