Claritysoft CRM Review: The Simplest Sales CRM of 2024

CRM software can help boost your business’ sales, but many of them are cluttered with features you won’t even use. Claritysoft claims to solve this issue by providing straightforward and highly customizable software. It includes in-depth analytics tracking the entire sales funnel of your business, and it can even show you sales forecasts based on your previous performances.

Furthermore, this CRM features a downloadable app available on the App Store and the Google Play Store that I like, allowing you to always stay on top of your goals. As a sales-specialized CRM, Clarity will also offer powerful automation tools and 24/7 customer support to assist you.

Now, how does Claritysoft provide these features, and is it as well-executed as other CRMs on the market? I’ll tell you everything you need to know about it throughout this review, exploring the pros and cons of Claritysoft.

What does Claritysoft do?

Claritysoft is a sales CRM (customer relationship management) software, and it provides features to assist a sales team. It offers sales tracking tools, marketing features like email forms, and an interface for the sales team manager to interact with and manage all sales personnel.

I feel that the sales manager can access in-depth data about the sales and the team’s overall performance. In my opinion, this is a great feature.

Claritysoft sets itself apart with a straightforward solution that offers ease of use by providing only the features the business will actually use to avoid cluttering the interface. It also includes sales forecasts based on business analytics to help the team manager set goals for upcoming projects.

Key Features of Claritysoft

I feel that Claritysoft is one of the best CRM software to improve the sales process. It includes in-depth analytics, which can be used to forecast your business’s future sales, and tracking tools to manage every stage of a sale. Moreover, it provides these features with simplified internal processes, so everyone can use them easily and focus on their primary task: selling your products.

Sales Forecasting

As a CRM specializing in sales, Claritysoft has a sales forecasting system. It’ll use the data it receives to provide in-depth reports on your activities. However, it’s not only about your past sales since Claritysoft will use the analytics to give predictions on your future sales.

I feel it’s a valuable tool for managing your sales project, and you can either align your goals to these forecasts or use the data to rethink your approach and try to get better results. It’s all about giving you the most information in an understandable way to help your decision-making process.

Sales Funnel Visualization

Thanks to its multiple tracking tools, which monitor your customers’ journey from the start, Claritysoft is able to provide you with the visibility you need on your sales funnel. You’ll be able to see what drives your sales and what can turn away some of your potential conversions.

It encompasses every step leading to a successfully closed deal. In my opinion, it’s an essential tool that will allow you to correct issues and avoid losing customers because something slipped by you. Claritysoft also keeps track of ongoing deals to let you know where you are in the process without wasting precious time.

Simplify Internal Processes

Your team members aren’t IT experts, and you’re probably not either, so the UI should be straightforward enough for you. That’s what Claritysoft aims to do by providing workflow automations you can easily set up to notify users, send automatic emails, and create new tasks consistently.

Moreover, each team member can have a custom interface showing them only the tools and features they need to attain their goals. I feel that this avoids getting lost in menus they don’t need and lets them focus on the task at hand efficiently.

Available integrations

• Zapier
• Office 365
• Gmail
• QuickBooks
• Outlook
• Hoovers
• Open API access allows the integration of any third-party app (requires coding knowledge)

Pricing Plan

Claritysoft offers three actionable plans for a minimum of three users. The first one, the professional plan, costs $49 per month. It offers 10 GB of storage and the possibility to store 100,000 customers. It also has limited access to some features like API access and more in-depth analytics features. 

The second plan, Accelerator, is priced at $59 and gives you access to more features with storage improved to 50 GB and 250,000 contacts. Finally, with the third plan, the Enterprise plan costs $69 monthly, and it includes all the features. You’ll be able to store up to 1,000,000 contacts, and you’ll get 200 GB of storage.

During the review process, I didn’t find any form of rebate, like an NPO rebate. It’s possible that you can get access to such a rebate by contacting customer support, but I couldn’t find it. I feel that this information should be more transparent if it is available.

Is Claritysoft Easy to Use?

As the name indicates, Claritysoft puts the emphasis on bringing the simplest CRM solution possible. The company sets itself apart from other CRM providers with its straightforward and accessible solution. It provides all the features you need out of the box and removes features most of its customers won’t use to make the experience more accessible.

Moreover, the company aims to provide the most responsive customer support and takes care of its customers as much as possible. This translates into an intuitive UI with a dashboard showing essential data, and straightforward categories to navigate quickly. This CRM also offers the possibility to integrate your other productivity apps.

However, if the apps you want to integrate aren’t supported, you’ll have to turn to their open API system, which requires coding knowledge. I feel this is the only challenging part of the CRM.

Which companies work with Claritysoft CRM

• Stanford University
• CMax Advisors
• University of Alaska System
• Ged Integrated Solutions
• Rebel Athletic

Last Thoughts: The Most Straightforward Sales CRM

With its dedicated sales features, Claritysoft is clearly intended for newly found small to medium-sales businesses in need of a simple yet practical CRM. It provides the required tools without going overboard with unnecessarily complex features and lets you customize the interface to avoid getting lost while working.

It’s also an excellent CRM that keeps track of every customer interaction, and it provides valuable data with the forecast system. However, it may prove too simple for large-scale operations, and coding knowledge can be required to integrate unsupported apps via the API.