Claritysoft CRM

Claritysoft CRM is a customer relationship management system designed to balance ease of use with the power and flexibility that growing sales organisations require. Developed in the United States, it is aimed principally at small and mid-sized businesses that have outgrown basic contact managers but do not want the complexity or cost associated with large enterprise suites. The problem it addresses is the tendency of CRM projects to fail through poor user adoption: when systems are cumbersome, salespeople avoid entering data and management loses visibility of the pipeline. Claritysoft aims to counter this with an intuitive interface, customisable screens and workflows, and features that reflect how sales teams actually operate. Its approach is to provide a unified platform for sales, marketing and customer service, so that information captured by one team is readily available to others throughout the customer lifecycle.

Sales functionality includes contact and account management, lead and opportunity tracking, pipeline visualisation, forecasting and activity management, supported by mobile access for field representatives. Marketing tools cover campaign management, email marketing and lead capture, while customer service features handle case tracking and support history. Extensive customisation options allow administrators to add fields, modify layouts, define workflows and configure security roles without programming. Dashboards and reports give managers insight into sales performance, conversion rates and team activity. Claritysoft integrates with Microsoft Outlook, Gmail and Office applications, and it can connect to accounting and marketing tools to reduce duplicate data entry; data import services help organisations migrate from legacy systems. The product is delivered as a cloud service and is used by businesses in manufacturing, distribution, financial services, technology and professional services. Pricing starts from around USD 49, typically per user per month; no free trial is listed and there is no free version.