Claritysoft CRM

Who Claritysoft CRM Is Right For

Claritysoft CRM is built for small businesses and mid-sized SMBs (1-100 users) wanting a straightforward sales CRM with account and contact management, workflow automation, and US-based phone support at predictable per-user pricing. The sweet spot is B2B SMB sales teams running account-based selling with mature workflows where custom modules and project management add value beyond basic pipeline.

If you are marketing-led wanting deeper marketing automation, HubSpot CRM plus Marketing Hub fits better. If you are sales-focused wanting visual pipeline simplicity, Pipedrive is sharper. If you are an enterprise wanting deepest ecosystem, Salesforce wins on scale. If you want all-in-one with marketing plus support, EngageBay bundles more at lower entry cost.

Claritysoft CRM Pricing in 2026

Pricing verified on the official Claritysoft pricing page on 2026-06-15. Billed annually. All plans include task management, sales forecasting, pipeline management, daily backups, US-based phone support, and mobile apps.

Claritysoft CRM Hidden Costs and Negotiation Levers

Workflow automation, custom modules, project management, and helpdesk locked to Accelerator tier and above ($59). Automatic email sync and custom record types locked to Enterprise ($69). Clarity Engage email marketing add-on priced separately based on monthly email volume (starts at $25,000 emails/month). US-based phone support included on all plans - rare among SMB CRMs. Multi-year commitments may unlock discounts via sales engagement.

Claritysoft vs HubSpot CRM vs Salesforce vs EngageBay

Claritysoft CRM Integrations

Email and productivity: Microsoft 365 Outlook, Google Workspace Gmail, native email sync on Enterprise tier.

Accounting: QuickBooks Online, QuickBooks Desktop.

Marketing: Clarity Engage native email marketing add-on (volume-based pricing).

Productivity: Microsoft Teams, Slack, Zoom.

Open REST API plus Zapier connector for 5,000+ no-code integrations.

Claritysoft CRM Pros and Cons

Pros: US-based phone support included on all plans - rare among SMB CRMs and meaningful differentiator. Daily backups on all plans. Custom modules and record types support business workflow variation. Long product maturity. Predictable per-user pricing without per-feature gating beyond tier. Account-based selling fit for B2B SMBs.

Cons: Higher entry cost than HubSpot Free or Pipedrive ($14 vs $49). Marketing automation lighter than HubSpot Marketing Hub (Clarity Engage add-on is volume-priced separately). Integration marketplace narrower than Salesforce AppExchange. Workflow automation locked to Accelerator tier - small budget teams must pick Accelerator if they want automation.

What Real Claritysoft CRM Buyers Say

On r/CRM and r/smallbusiness threads, SMB account-based sales teams cite Claritysoft's US phone support and custom module flexibility as deciding features. Buyers picking Claritysoft over HubSpot cite phone support included; buyers picking HubSpot cite marketing automation and lower entry.

On LinkedIn Claritysoft posts, themes include B2B SMB sales productivity and custom module configuration wins.

On industry forums, Claritysoft surfaces alongside HubSpot CRM, Pipedrive, and Zoho CRM as SMB sales CRM short-list options.

Claritysoft CRM Field Guide

Claritysoft CRM Buyer Action Plan

Step 1: Confirm B2B SMB sales fit with account-based selling. Step 2: Request demo. Step 3: Map tier to needs - Professional for basic, Accelerator for automation plus project management plus helpdesk, Enterprise for custom record types and 1M records. Step 4: Project email volume to scope Clarity Engage add-on. Step 5: Commit annual term; multi-year commitments may unlock discounts.

Claritysoft CRM 2026 Updates

AI features expanded for email drafting, opportunity scoring, and workflow automation suggestions through 2026 release cycles. Custom modules deepened with more field types. Mobile app refresh. Clarity Engage email marketing add-on enhanced with deliverability improvements.

Claritysoft CRM Security and Compliance

SOC 2 Type II compliant. GDPR and CCPA compliant. Two-factor authentication. AES-256 encryption at rest, TLS 1.3 in transit. Role-based access controls. Daily automated backups on all plans. Data residency in US data centers. Regular third-party security audits per published security page.

Claritysoft CRM Customer Support

US-based phone support included on all plans - signature feature. Email and chat support during business hours. Knowledge base, video tutorials, Claritysoft training resources. Dedicated success manager available on Enterprise tier and multi-year contracts. Dublin Ohio-based US team.

Who Can Use Claritysoft CRM

Claritysoft serves SMBs primarily in the United States with growing international presence. Industries: B2B SMB sales, professional services, manufacturing, distribution, technology, financial services SMB, healthcare SMB, education, business services. Team sizes: 1 to 100 users typical; larger teams typically pick Salesforce or HubSpot.

Claritysoft CRM Mobile App

Native iOS and Android Claritysoft mobile apps for sales reps including account access, opportunity updates, and pipeline tracking. Push notifications for activity and pipeline updates. App store ratings sit in the 3.8-4.2 range across both platforms as of 2026-06-15. Apple App Store: Claritysoft iOS. Google Play: Claritysoft Android.

How to Get Started with Claritysoft CRM

Step 1: Visit claritysoft.com request demo. Step 2: Import contacts via CSV. Step 3: Configure account-based pipeline stages. Step 4: Test workflow automation (Accelerator trial). Step 5: Upgrade to Professional ($49), Accelerator ($59), or Enterprise ($69) per user/mo annual based on automation, custom modules, and email sync needs.

Top Claritysoft CRM Alternatives

HubSpot CRM plus Marketing Hub for marketing-led SMBs wanting free starter plus deeper marketing automation.

Pipedrive for sales-focused SMBs wanting visual pipeline at lower starting price.

Zoho CRM plus Zoho One for SMBs wanting broader business suite.

EngageBay for SMBs wanting all-in-one CRM plus marketing plus support at lowest entry.

Freshsales for SMBs on Freshworks ecosystem with Freshcaller telephony.

Sage CRM for SMBs already on Sage accounting.

How to Cancel Claritysoft CRM

Cancellation follows annual contract terms. Annual plans cancel at end of annual term; mid-term forfeits prepaid fees. Data export available in CSV format via Admin Settings or REST API. Engage Claritysoft account team 30-60 days before contract end to plan transition. Account data deletion processed within 30 days of cancellation per published privacy policy.

Bottom Line on Claritysoft CRM

Claritysoft CRM is the right call when a small business or mid-sized SMB (1-100 users) running B2B account-based sales wants a straightforward sales CRM with US-based phone support included plus custom modules plus daily backups at $49-$69/user/month annual. The US phone support included is a meaningful differentiator vs SMB alternatives. Marketing-led teams should pick HubSpot. Sales-focused pipeline-first teams should pick Pipedrive. SMBs wanting all-in-one with marketing should pick EngageBay or HubSpot. Claritysoft wins the SMB-account-based-sales-with-US-phone-support lane.

Verified on 2026-06-15 by the SaaSRat Editorial Team. Vendor facts cross-checked against claritysoft.com/pricing, Apple App Store, Google Play, and 2026 vendor public documentation. About our methodology.