Claritysoft CRM

What is Claritysoft CRM?

Claritysoft CRM (also known as Clarity CRM) is a cloud-based customer relationship management platform designed to help growing companies organize relationships, keep pipelines moving, and give teams clear visibility into what happens next. It brings accounts, contacts, leads, and day-to-day activities into one place, so sales, service, and management can work from the same source of truth.

The product focuses on practical usability: teams can import contacts and leads from tools like Microsoft Excel or Outlook, track interactions, segment audiences, and run consistent follow-ups without turning CRM into an IT project. For organizations that need more than basic contact storage, Claritysoft extends into quoting, service, and project coordination, while keeping workflows and screens configurable to match your process.

Benefits for sales, service, and management

• Faster sales execution: manage leads, opportunities, quotes, and orders in one workflow to reduce handoffs and delays.
• Stronger customer experience: centralize history and support tickets so teams can respond with context and consistency.
• Better visibility: dashboards and reports help leaders understand pipeline health, activity levels, and performance trends.
• Mobility built in: access CRM data from mobile devices, update pipelines in real time, map accounts, and sync changes when you are back online.
• Adaptable setup: custom fields, tags, and role-based access help you capture the data you need while keeping sensitive information controlled.

Highlights

• Centralized company, contact, and lead management with segmentation and mass email capabilities
• Task and calendar tools with reminders, shared calendars, and scheduling across teams
• Price quotation creation with price books, custom line items, quote numbering, and quote tracking
• Sales orders and invoice history tracking to connect commercial activity with customer records
• Customer service automation with help desk style ticketing and issue tracking
• Workflow automation to update fields, send emails, notify users, and assign tasks based on business rules
• Optional Clarity Engage email marketing add-on with a drag-and-drop builder, templates, segmentation, automation, and analytics

Key features

• Accounts, contacts, and lead tracking with customizable fields and tags
• Deal and pipeline management to keep opportunities moving through defined stages
• Reporting and dashboards, including scheduled report delivery
• Outlook and Gmail email support options, plus calendar connections such as Google Calendar
• Open integration approach via a RESTful API, with options to connect other systems as needed

If you are looking for a straightforward CRM that your team will actually use, Claritysoft CRM provides a practical balance of simplicity and capability. It is well suited for organizations that want to start quickly, standardize core sales and service processes, and expand into quoting, projects, and automation as their requirements grow.