Streamline Your Sales Process

Drive performance and efficiency with a powerful and flexible CRM

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Get Visibility on Sales Funnel
Forecast Sales with Confidence
Simplify Internal Processes

Your CRM Should Accelerate Your Sales Team,
...not slow them down

Complex platforms make it hard to track easily and communicate simply. With Claritysoft CRM, you’ll have the clarity and custom tools you need to drive business growth…all in one platform.
An Easier Way To

Get The Sales You Want

Streamline your selling process and track every interaction with an easy-to-use CRM platform

Track Everything You Need Throughout the Sales Process

Close more deals & keep your customers happy with a clear view of your sales pipeline, including every interaction your organization has with customers.

Make Confident Decisions with Better Information

Forecast sales, make better decisions and know what's going on in your business.

Deliver Consistently

Don't let anything slip through the cracks using tasks, reminders, automated notifications and consistently deliver projects on time.

Clutter-Free Layouts

Customizable screen layouts for every department makes it easy to get the information you need. Nothing more, nothing less.

We Help You

Go Beyond the Basics

Our specialists help you get the most from your CRM and build a system that fits your business. Plus, we’ll help you avoid costly implementation mistakes so you can get it right the first time and go live fast!

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Popular Features

Workflow Automation

Automatically send emails, notify users, update records and generate tasks so nothing slips through the cracks.

Quick Integrations

Easily add apps you and your team already use including Outlook and Gmail.

Seamless Reporting

Get the insights and KPI’s you need through powerful reports automatically delivered to your inbox.

Project Management

Generate a list of tasks for every project, track progress and deliver consistently.

Price Quotations

Generate and send professional and branded price quotations.

Custom Views

Use Custom Views to view pre-filtered data without the need to generate a report.

Customer Management

Track everything you need to know about the people and companies you work with.

SMS Text

Send and receive SMS texts directly from Claritysoft CRM.

Access Anywhere, Anytime

Get the data and tools you need on the go with our mobile app.

LIVE Support

Work directly with a U.S. based Claritysoft specialist to deploy and manage your CRM with ease.

What Customers Are Saying...

My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly.

Kelly H.

We moved from spreadsheets to Salesforce back to spreadsheets to Zoho now to Claritysoft. Claritysoft gives me the capabilities I looked for in Salesforce, all of what was missing in Zoho, took away the chaos of spreadsheets, at a price that worked for our business.

Mike B.

We were using Salesforce, which is an expensive beast with too many bells and whistles that are lost on a mid-sized company. Claritysoft offered the lead and pipeline management tools we needed with the ability to easily customize fields and the interface to make it VERY easy for our sales team to use. Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.

Nora F.

Our experience has been fantastic. Great support and training form the Claritysoft CRM teams. All of our team members embraced this user-friendly software.

Joe R.

They are awesome to work with, take time to help you get up and running. If you need support after going live, they are on top of any requests/issues you have! You will not be disappointed with this software!

Nicole L.

This CRM really is great. On top of being super easy to set up and use, they also have excellent customer support. Actually, maybe the best customer support that I've ever dealt with. They also have a very easy to use mobile app.

Matt W.

Overall, it has been all I could expect and more. The sales team continues to follow up and check in. The implementation/IT team is always quick to respond and has an answer or a work around for any problems that might arise. Great company that's done well by us for sure!

Matthew B.

It's been a very good experience overall, big time. The ease of use good GUI is the biggest. This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too complicated and people resisted using it, thus, bad/no data in, bad/no data out. Not the case with Claritysoft.

Chris C.

Tremendous. Better than we even anticipated. I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better.

Matt K.

Attract More Customers With Clarity Engage

Imagine powerful sales and email marketing tools in a single platform.

You can have the best of both when you add Clarity Engage, our email marketing platform, to your Clarity Sales CRM.

Clarity Engage makes it easy to build beautiful and responsive emails, manage your audience and understand engagement.

You'll have the easy-to-use tools to attract more leads and enhance their sales experience...in one intuitive platform.

Streamline Email Marketing

Frequently Asked Questions

Can we integrate apps we’re already using?
Yes. Our customers can integrate with 100’s of apps using our open API, Zapier and out-of-box integrations.
Does Claritysoft help with implementation?
Yes. Claritysoft has an in-house team of CRM specialists to help you go live fast. Generally, services provide help with planning, setup & customization, importing data and end user training.
When can we expect to be up and running?
CRM setup can take anywhere from a few days to several weeks. CRM setup time depends on factors such as data import readiness, complexity of CRM automation, number of custom reports and the size of your team. Many customers will opt for a phased approach so they can get their team using the CRM quickly.
How can we use Claritysoft’s workflow automation?
Workflow automation helps you automate business processes, so you don’t have to manage the process manually and nothing falls through the cracks. For example, when a new lead comes in, you may wish to notify the appropriate sales rep and automatically send an email to the new lead.
Can we create web forms with Claritysoft?
Yes. Claritysoft CRM makes it easy to create web forms so your customers and prospects can fill out forms on your website. Once the forms are filled and submitted, the information is automatically added to Claritysoft CRM. Good examples of forms would include a new lead form or a support request form.

Get Visibility Into Your Sales Pipeline

Schedule a demo to see how Claritysoft will help you get the insights you need and the sales you want.

Schedule a Quick Demo