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Claritysoft CRM

Claritysoft CRM

Design & Product · www.claritysoft.com

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Overview

Claritysoft CRM is a powerful, cost-effective customer relationship management solution built with only the best and most commonly used functions for CRM, contact management and sales force automation. The software is easy and fast to set up and is built with an intuitive interface that improves user adoption rates. Designed with the small business in mind, the platform is a complete CRM solution that can help companies sell more effectively and build better customer relationships. The solution boasts seamless integrations with Microsoft Outlook, Gmail and Quickbooks and allows users to access data both online and offline, and offers mobile functionality. About the Company Claritysoft strives to deliver simple yet powerful customer relationship management technology to help their clients win more sales and improve their bottom lines. The company provides CRM software that is designed to be quickly and easily implemented, with only the features that businesses and sales team actually need, rather than bloated functionality that add complications rather than value. Claritysoft CRM is a powerful, cost-effective customer relationship management solution built with only the best and most commonly used functions for CRM, contact management and sales force automation. <div> <h5>Product Pricing</h5> <p>Product is available for $468 per year per user, paid annually</p> <h5>Technology</h5> <p>Product is available as a SaaS solution that requires no additional hardware.</p> <h5>Customer Focus</h5> <p>Vendor serves small and midsized businesses with products that are cost effective, customizable and focused on usability.</p> <h5>Select Customers</h5> <p>Waterford Consultants LLC, Multi Funds, BILT by Agassi and Reyes, Inquirehire, Opti-Port</p></div><p><a href="http://www.claritysoft.com" target="_blank">View Vendor's Product Page</a></p> </div> </div> <p> </p>

The problem Claritysoft CRM solves

Design and product teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility and execution. Claritysoft CRM is relevant because the researched product page documents claritysoft crm is a powerful, cost-effective customer relationship management solution built with only the best and most commonly used functions for crm, contact management and sa Buyers should validate current pricing, integrations, data handling, and fit before committing.

Best for

  • B2B teams evaluating design and product software
  • Teams that need documented workflow capabilities and fit guidance
  • Organizations willing to validate implementation and plan limits

Not a fit if

  • Teams seeking a workflow outside the product's documented focus
  • Teams requiring a permanent free tier
  • Organizations that cannot validate implementation effort or vendor claims

Why it’s listed

  • Adds a distinct design and product workflow to the directory
  • Product page documents positioning, capabilities, and operational fit
  • Provides comparison context for design and product buyers

Pricing

Starting plan

$468 per month

Public product research lists a starting price of 468 USD; confirm billing period and limits.

  • Accounts & Contacts
  • History & Notes
  • Document Attachments
  • User Profiles
  • Task & Activities
  • Tasks Assignment
  • Action Plans
  • Pipeline and Forecast

Higher tiers

Custom pricing

Higher tiers and enterprise terms should be confirmed with the vendor.

  • Document Attachments
  • User Profiles
  • Task & Activities
  • Tasks Assignment
  • Action Plans
  • Pipeline and Forecast
  • Product Tracking
  • Customizable Sales Process

Features

Accounts & ContactsDocumented in the researched product page.
History & NotesDocumented in the researched product page.
Document AttachmentsDocumented in the researched product page.
User ProfilesDocumented in the researched product page.
Task & ActivitiesDocumented in the researched product page.
Tasks assignment.Documented in the researched product page.
Action PlansDocumented in the researched product page.
Pipeline and ForecastDocumented in the researched product page.
Product TrackingDocumented in the researched product page.
Customizable Sales ProcessDocumented in the researched product page.
Email Template ManagementDocumented in the researched product page.
Microsoft Word Mail MergeDocumented in the researched product page.
Mail Merge Template ManagementDocumented in the researched product page.
Import from Excel & OutlookDocumented in the researched product page.

Pros & cons

Pros

  • Product page documents a concrete business workflow
  • Documented capability: Accounts & Contacts
  • Documented capability: History & Notes
  • Documented capability: Document Attachments
  • Documented capability: User Profiles

Cons

  • Pricing and usage limits should be checked against the exact plan
  • Implementation effort depends on the team's data and process maturity
  • Reported outcomes should be validated with the buyer's own data

What the record shows

/5
No reviews yet aggregated

Independent product research describes claritysoft crm is a powerful, cost-effective customer relationship management solution built with only the best and most commonly used functions for crm, contact management and sa

Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.

User reviews

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