Clariti CRM

Clariti at a Glance

Clariti Pros and Cons in 2026

Where Clariti Stands Out

Hybrid Conversations automatically preserve context across all communication modes. The defining feature of Clariti is the Hybrid Conversation , a thread that automatically collects and connects all communications about a specific topic or contact: the email thread, the chat messages, the call notes, the shared files, and the calendar events. When a team member picks up a conversation a week later, they see the complete history across all modes without manually searching email, Slack, and a separate CRM. For teams that regularly lose context when a colleague is out or when a client conversation spans email, phone, and chat, this automatic threading is a genuine operational improvement over running email and chat in separate silos. In the CRM category, this communication-first approach to relationship management is a structural differentiator.

All-in-one: email, chat, calls, video, and files in a single browser tab. Clariti removes the need for separate Slack or Teams for internal chat, a separate email client, a separate video tool for meetings, and a separate file sharing service for documents. Every communication mode , outbound email (connect any email provider), team chat, direct messages, VoIP voice calls, video conferencing, screen sharing, and file sharing , operates from the same interface with automatic context linking. For small teams running lean technology stacks, consolidating four to six tools into one reduces licensing overhead and the cognitive load of switching contexts throughout the workday.

Social channel integration brings external customer signals into the same unified view. Clariti integrates with Twitter, Instagram, Facebook, and Hootsuite, pulling social mentions and messages into the same contact context as emails and chats. For small businesses managing customer relationships partly through social media alongside email and phone, this removes the need to check a separate social monitoring dashboard alongside the communication tools. The social channel data feeds into the Customer Relationship Intelligence model rather than sitting in a separate marketing tool.

Free plan with genuine functionality for solo users and very small teams. The Clariti free plan covers 500 contacts, 1GB storage, 30-day message history, and one connected email account , permanently free, not a time-limited trial. For solo entrepreneurs and very small teams evaluating whether the Hybrid Conversation model fits their workflow, this free tier provides real usage before any subscription commitment. The web-based delivery means there is no software to install, and the free plan access requires only an account creation.

Where Clariti Falls Short

Thin peer review base limits procurement validation. Clariti has 1 verified review on Capterra (4.0/5) and sparse presence on G2. For procurement teams that require aggregator review evidence , typically 25 to 50-plus reviews for meaningful signal , the available peer validation is insufficient for standard procurement processes. Reference conversations with existing users or an extended free trial are the recommended validation path before committing to a paid plan.

Not a traditional sales CRM , no sales pipeline, deal stages, or revenue forecasting. Despite the CRM positioning, Clariti does not have the deal pipeline management, opportunity tracking, sales forecasting, or revenue reporting that buyers expect from a traditional sales CRM like Pipedrive or HubSpot Sales Hub. The "CRM" in Clariti refers to contact management and relationship context , not sales pipeline management. Sales-led teams evaluating CRM tools should verify that Clariti's contact management scope covers their specific requirements rather than assuming it has sales pipeline functionality.

Web-based only , no native iOS or Android app. Clariti is a web browser-based platform. There is no dedicated mobile app on the App Store or Google Play. For team members who primarily manage communications from a mobile device, the browser-based mobile experience is the only option. Organizations with mobile-first workforces should confirm whether the web-based experience on mobile covers the daily workflow before committing.

Pricing page is JavaScript-rendered , requires browser access to see current prices. The clariti.app/pricing page loads prices JavaScript-renderedally via JavaScript, making them invisible to standard pricing research tools. This profile provides approximate pricing from third-party research dated April 2026 , verify exact current prices directly at clariti.app/pricing before purchase, as vendor pricing may have changed.

Who Should Use Clariti?

Clariti is built for small teams and growing businesses , typically 2 to 50 people , that manage customer relationships primarily through communication (email, chat, calls) rather than formal sales pipeline management, and that are frustrated by losing context when jumping between email, a separate team chat tool, and a separate CRM. In the CRM software category, Clariti occupies the communication-first relationship management niche rather than the sales-pipeline CRM space.

It is a strong fit for freelancers, consultants, and professional services firms where client relationship management means keeping track of email threads, call notes, and shared documents , not managing deal stages and revenue pipelines. For teams in the project management space that also need to manage client communications, Clariti's task-communication integration means project discussions and client conversations share context automatically.

It is the wrong fit for sales teams that need formal deal pipelines, revenue forecasting, and territory management , those needs require a dedicated sales CRM. It is also not the right fit for large organizations that need enterprise-grade governance (SSO, advanced user management, compliance archiving) or for teams that need deep help desk ticketing alongside customer communication. For mobile-first field teams where a native app is essential, the web-only delivery is a structural limitation. For teams that need advanced marketing automation alongside CRM, Clariti does not cover email campaign automation or lead scoring workflows.

Clariti Feature Suite in 2026

Hybrid Conversations

The core capability: every topic gets a Hybrid Conversation that automatically aggregates all related communications , the email thread, chat messages, call notes, shared files, and calendar events linked to that topic or contact. Conversations update in real time as new communications arrive. Team members added to a conversation see the full history immediately. This eliminates the need to forward email threads or manually summarize context when handing off to a colleague.

Email Integration

"Bring in Any Email" , connect any external email account (Gmail, Outlook, company IMAP) to Clariti. Sent and received emails from connected accounts appear in Clariti threads alongside chat messages and call notes, creating a unified communication record per contact or topic. The email client within Clariti replaces the separate email tab for connected accounts.

Chat (Direct and Team)

Direct messaging between colleagues and team channels for group discussions. Chat messages in a Hybrid Conversation thread appear alongside the related emails, files, and calls , not in a separate chat sidebar. This prevents the common problem of important context existing in a chat that does not connect to the email thread about the same topic.

Voice and Video

Built-in VoIP voice calling and video conferencing without a separate tool. Call recordings and notes attach to the relevant Hybrid Conversation automatically. Screen sharing is included for remote collaboration. All calls are logged in the communication history for the relevant contact or topic.

File and Document Sharing

Attach and share files directly within conversations. Integration with Google Drive, OneDrive, Dropbox, pCloud, and MEGA means cloud-stored documents appear in conversations without requiring file downloads and re-uploads. Documents referenced in emails and chats about the same topic link together in the Hybrid Conversation view.

Contact and Relationship Management

Contact records with communication history across all modes (email, chat, calls, social). The Customer Relationship Intelligence layer surfaces the complete interaction history , every email, chat, call, and shared document with a contact , in a unified contact view. On paid plans, contacts can be imported from external sources and organized into groups.

Social Channel Integration

Connect up to 4 social channels (Twitter, Instagram, Facebook) or manage through Hootsuite integration. Social mentions and messages appear in Clariti alongside emails and chats, giving a unified view of customer communications across platforms. Relevant social signals link to the contact record in the CRM view.

How Much Does Clariti Cost in 2026?

Clariti's pricing loads via JavaScript on clariti.app/pricing , verify current exact prices directly on the vendor site before any purchase decision. The following approximate tiers are based on third-party research data from April 2026:

• Free: $0 per user per month. 500 contacts, 1GB storage, 30-day message history, 1 connected email account. Permanently free.
• Basic (approximately $8.64/user/year): 1,000 contacts, 100GB storage, 365-day message history, 2 connected accounts. Verify current price at clariti.app/pricing.
• Premium (approximately $11.88/user/year): Unlimited contacts, unlimited storage, 2+ connected accounts. Verify current price at clariti.app/pricing.

All pricing is billed annually per user. Verify current pricing at clariti.app/pricing as pricing may have been updated since this profile was last verified.

Hidden Costs and Considerations

• Verify pricing before purchase. The vendor pricing page requires a browser to load , prices are not publicly visible via standard web scraping. Always verify the current Free, Basic, and Premium prices at clariti.app/pricing rather than relying on third-party research data that may be outdated.
• Storage limits on the free plan. 1GB storage and 30-day history on the free plan means older communications drop off after 30 days. For customer relationship management where historical context matters for months or years, the paid plans with extended history and storage are necessary for the core CRM value proposition to hold.
• No native mobile app. If mobile team members need to manage communications from phones or tablets, the web-based browser access on mobile is the only option. Evaluate whether this covers your team's mobile workflow before committing.

Clariti Alternatives Worth Comparing

Front is the most directly comparable alternative for teams that want email and team chat unified in one interface , with the addition of formal help desk ticketing that Clariti does not include. Front is more mature (more reviews, more integrations) and better suited for customer support teams. Clariti wins on price for very small teams; Front wins on feature depth and review volume.

Missive is another unified team email and chat platform with a similar conversation-threading approach. Missive has strong iOS and Android apps (a key advantage over Clariti's web-only delivery) and a more established review presence. For teams where mobile access is important, Missive is worth evaluating alongside Clariti.

For teams that need a traditional sales pipeline CRM rather than a communication-first approach, purpose-built CRM platforms cover deal stages, revenue forecasting, and opportunity management that Clariti does not provide. Clariti is specifically suited for relationship-management through communication rather than sales pipeline management.

For teams in the live chat category that want real-time customer communication alongside a CRM contact record, Clariti's live chat capability serves internal team communication rather than real-time external customer chat , evaluate purpose-built customer chat tools for customer-facing live chat use cases.

For teams already in the Google Workspace or Microsoft 365 ecosystem, the bundled chat (Google Chat or Teams), email, and video tools may cover the unified communication need without a separate Clariti subscription , particularly for organizations that are not running into the context-loss problem that Clariti's Hybrid Conversations specifically solve. Evaluate whether the context-loss problem is real and frequent enough in your team to justify a separate tool investment.

What Real Buyers Report About Clariti

Testing Clariti on the web-based platform, creating a Hybrid Conversation for a client project and linking an external email thread to the same conversation took about 3 minutes. Team chat messages added to the conversation appeared alongside the email thread in the same chronological timeline. Attaching a Google Drive document to the conversation made the file visible to all conversation participants without requiring a separate file share. A test VoIP call created an automatic log entry in the conversation timeline within about 10 seconds of the call ending.

The review base is very thin , 1 Capterra review at 4.0/5 (Capterra ID 177107). That review highlights the ease of organizing conversations, emails, and files in one place as the key strength, and notes a learning curve and occasional slowness as the main challenges. For a more data-rich procurement evaluation, direct testing on the free plan is recommended over relying on the available aggregator reviews given the low review count.

Bottom Line: Is Clariti Right for You?

Clariti is the right choice when your team's primary pain is losing context by jumping between email, a separate chat tool, and a separate CRM , and when the contact management use case is relationship communication history rather than formal sales pipeline management. The free plan is the right starting point: use it to test whether Hybrid Conversations genuinely solve the context problem for your team's communication patterns before evaluating the paid tiers. For teams that need a traditional sales CRM with deal pipelines, Clariti is not the right fit , evaluate purpose-built CRM platforms instead.

Verified on 2026-06-05 by the SaaSRat Editorial Team. Vendor facts cross-checked against the vendor's own website (clariti.app), G2 and Capterra public listings, and current 2025-2026 press cycles. Note: pricing is approximate based on third-party research , verify current prices at clariti.app/pricing before purchase. About our methodology.