# Claritysoft vs FreeAgent CRM Comparison | | Claritysoft | FreeAgent CRM | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.2 out of 5 | | **Total Reviews** | 107 | 44 | | **Largest Market Segment** | Small-Business (64.4% of reviews) | Small-Business (78.6% of reviews) | | **Entry Level Price** | $49.00 | $28.00 | --- ## Top Pros & Cons ### Claritysoft Pros: - Ease of Use (2 reviews) - Easy Tracking (2 reviews) Cons: - Feature Issues (2 reviews) - Limited Customization (2 reviews) ### FreeAgent CRM Pros: - CRM Integration (1 reviews) - Flexibility (1 reviews) Cons: - Limited Customization (1 reviews) --- ## Ratings Comparison | Rating | Claritysoft | FreeAgent CRM | |---|---|---| | **Meets Requirements** | 8.5 (90 reviews) | 8.6 (19 reviews) | | **Ease of Use** | 8.6 (91 reviews) | 8.6 (19 reviews) | | **Ease of Setup** | 8.3 (51 reviews) | 8.7 (10 reviews) | | **Ease of Admin** | 8.9 (46 reviews) | 8.8 (10 reviews) | | **Quality of Support** | 8.7 (92 reviews) | 9.6 (19 reviews) | | **Has the product been a good partner in doing business?** | 9.1 (48 reviews) | 9.8 (10 reviews) | | **Product Direction (% positive)** | 8.3 (89 reviews) | 8.6 (17 reviews) | --- ## Pricing ### Claritysoft #### Entry-Level Pricing Plan: Professional Price: $49.00 Description: A robust and comprehensive set of tools and essential features. Key Features: - Account & Contact Management - Lead Management - Task & Event Management [Browse all 3 editions](https://www.g2.com/products/claritysoft/pricing) #### Free Trial Yes ### FreeAgent CRM #### Entry-Level Pricing Plan: Team (per user / month — pay upfront, commit annually Price: $28.00 Description: Everything you need for a small business CRM. Key Features: - Contact, Account, Deal & Pipeline Management, Quoting & Ticketing Apps - Up to 25 Automations - Automatic Email Sync & Calendar Management [Browse all 5 editions](https://www.g2.com/products/freeagent-crm-freeagent-crm/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Claritysoft** | 7.9/10 | 72 | | **FreeAgent CRM** | 8.7/10 | 15 | #### Sales Force Automation | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Contact & Account Management** | 8.5 (62 reviews) ✓ Verified | 8.3 (13 reviews) | | **Opportunity & Pipeline Mgmt.** | 8.3 (53 reviews) ✓ Verified | 8.3 (12 reviews) | | **Task / Activity Management** | 8.4 (61 reviews) ✓ Verified | 7.4 (13 reviews) | | **Territory & Quota Management** | 7.6 (32 reviews) ✓ Verified | 8.5 (10 reviews) | | **Desktop Integration** | 8.4 (51 reviews) ✓ Verified | 9.3 (9 reviews) | | **Product & Price List Management** | 7.4 (33 reviews) ✓ Verified | 8.2 (10 reviews) | | **Quote & Order Management** | 7.6 (34 reviews) ✓ Verified | 8.2 (10 reviews) | | **Customer Contract Management** | 8.3 (40 reviews) ✓ Verified | Feature Not Available | #### Marketing Automation | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Email Marketing** | 7.8 (46 reviews) ✓ Verified | 8.9 (11 reviews) | | **Campaign Management** | 7.3 (37 reviews) ✓ Verified | 9.0 (8 reviews) | | **Lead Management** | 8.5 (54 reviews) ✓ Verified | 8.9 (9 reviews) | | **Marketing ROI Analytics** | 7.0 (28 reviews) ✓ Verified | 8.9 (6 reviews) | #### Customer Support | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Case Management** | 8.3 (40 reviews) ✓ Verified | 8.8 (8 reviews) | | **Customer Support Portal** | 8.8 (42 reviews) ✓ Verified | 9.2 (8 reviews) | | **Knowledge Base** | 8.5 (45 reviews) | 8.7 (10 reviews) | | **Call Center Features** | 6.9 (12 reviews) | 8.8 (7 reviews) | | **Support Analytics** | 8.5 (39 reviews) ✓ Verified | 9.0 (8 reviews) | #### Reporting & Analytics | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Reporting** | 8.1 (57 reviews) ✓ Verified | 8.3 (10 reviews) | | **Dashboards** | 8.0 (51 reviews) ✓ Verified | 7.9 (11 reviews) | | **Forecasting** | 7.9 (35 reviews) ✓ Verified | 8.1 (9 reviews) | #### Mobile & Social | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Social Collaboration Features** | 6.7 (22 reviews) | 8.9 (6 reviews) | | **Social Network Integration** | Feature Not Available | 9.0 (5 reviews) | | **Mobile User Support** | 7.8 (32 reviews) ✓ Verified | 8.2 (10 reviews) | #### Platform | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Customization** | 8.5 (37 reviews) ✓ Verified | 9.0 (8 reviews) | | **Workflow Capability** | 8.2 (31 reviews) | 8.6 (6 reviews) | | **User, Role, and Access Management** | 8.4 (37 reviews) ✓ Verified | 9.0 (8 reviews) | | **Internationalization** | 6.4 (11 reviews) | Not enough data | | **Sandbox / Test Environments** | 7.3 (18 reviews) | Not enough data | | **Performance and Reliability** | 8.6 (38 reviews) ✓ Verified | 9.5 (7 reviews) | | **Output Document Generation** | 8.0 (25 reviews) | Not enough data | #### Integration | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Data Import & Export Tools** | 8.4 (36 reviews) ✓ Verified | 8.6 (6 reviews) | | **Integration APIs** | 6.7 (18 reviews) ✓ Verified | 9.7 (5 reviews) | | **Breadth of Partner Applications** | 6.4 (14 reviews) | 9.0 (5 reviews) | #### Generative AI | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | #### Agentic AI - CRM | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Sales Engagement | Product | Score | Reviews | |---|---|---| | **Claritysoft** | N/A | N/A | | **FreeAgent CRM** | N/A | N/A | #### Integrated Workflows | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Task Management** | Not enough data | Not enough data | | **Email Tracking/Automation** | Not enough data | Not enough data | | **Calls and Voice** | Not enough data | Not enough data | | **Other Outreach Options ** | Not enough data | Not enough data | | **CRM Integration** | Not enough data | Not enough data | | **Calendar** | Not enough data | Not enough data | | **Shared Records** | Not enough data | Not enough data | #### Repeatability and Reportability | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Content Management** | Not enough data | Not enough data | | **Workflow Management** | Not enough data | Not enough data | | **Workflow Performance** | Not enough data | Not enough data | | **Sales Coaching and Insights** | Not enough data | Not enough data | | **Gamification** | Not enough data | Not enough data | #### AI and Automation | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Lead Prioritization** | Not enough data | Not enough data | | **Lead Scoring** | Not enough data | Not enough data | | **Best Time of Day Scheduling** | Not enough data | Not enough data | | **Buyer Intelligence** | Not enough data | Not enough data | | **Machine Learning** | Not enough data | Not enough data | #### Generative AI | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | #### Agentic AI - Sales Engagement | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Business Scheduling | Product | Score | Reviews | |---|---|---| | **Claritysoft** | N/A | N/A | | **FreeAgent CRM** | N/A | N/A | #### Integrations | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **MS Teams Integration** | Not enough data | Not enough data | | **Email Integration** | Not enough data | Not enough data | | **Zoom Integration** | Not enough data | Not enough data | | **Google Meet Integration** | Not enough data | Not enough data | | **Salesforce Integration** | Not enough data | Not enough data | #### Branding & Customizatio | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Custom Booking Page** | Not enough data | Not enough data | | **Personalized Links** | Not enough data | Not enough data | | **Personalized Web Embed** | Not enough data | Not enough data | #### Automatic Rules & Configurations | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Set Working Hours** | Not enough data | Not enough data | | **Automatic Updates** | Not enough data | Not enough data | | **Buffer Times** | Not enough data | Not enough data | #### Agentic AI - Business Scheduling | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | ### Email Tracking | Product | Score | Reviews | |---|---|---| | **Claritysoft** | N/A | N/A | | **FreeAgent CRM** | N/A | N/A | #### Agentic AI - Email Tracking | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Analytics | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Open Rates** | Not enough data | Not enough data | | **Link Activity** | Not enough data | Not enough data | | **Attachment Activity** | Not enough data | Not enough data | #### Customizations | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **Email Platform Integration** | Not enough data | Not enough data | | **Email Scheduling** | Not enough data | Not enough data | | **Notifications** | Not enough data | Not enough data | | **Email Categorization** | Not enough data | Not enough data | | **Templates** | Not enough data | Not enough data | #### Generative AI | Feature | Claritysoft | FreeAgent CRM | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm) **Unique to FreeAgent CRM (3):** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [Business Scheduling Software](https://www.g2.com/categories/business-scheduling), [Email Tracking Software](https://www.g2.com/categories/email-tracking) --- ## Reviewer Demographics ### By Company Size | Segment | Claritysoft | FreeAgent CRM | |---|---|---| | **Small-Business** | 64.4% | 78.6% | | **Mid-Market** | 25.0% | 21.4% | | **Enterprise** | 10.6% | 0% | ### By Industry #### Claritysoft - **Financial Services:** 11.7% - **Marketing and Advertising:** 8.7% - **Information Technology and Services:** 7.8% - **Transportation/Trucking/Railroad:** 3.9% - **Pharmaceuticals:** 3.9% - **Non-Profit Organization Management:** 3.9% - **Fund-Raising:** 2.9% - **Insurance:** 2.9% - **Health, Wellness and Fitness:** 2.9% - **Computer Software:** 2.9% - **Other:** 48.5% #### FreeAgent CRM - **Insurance:** 11.9% - **Telecommunications:** 9.5% - **Information Technology and Services:** 7.1% - **Retail:** 7.1% - **Chemicals:** 4.8% - **Electrical/Electronic Manufacturing:** 4.8% - **Environmental Services:** 4.8% - **Marketing and Advertising:** 4.8% - **Wholesale:** 4.8% - **Building Materials:** 2.4% - **Other:** 38.1% --- ## Alternatives ### Alternatives to Claritysoft - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25853 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2939 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13873 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3091 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1115 reviews) - [Insightly CRM](https://www.g2.com/products/insightly-crm/reviews) — 4.2/5 stars (944 reviews) - [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews) ### Alternatives to FreeAgent CRM - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13873 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25853 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3091 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2939 reviews) - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (665 reviews) - [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) — 4.1/5 stars (4862 reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) — 4.6/5 stars (1326 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) --- ## Top Discussions ### Claritysoft - Title: [What can I expect in terms of customer service?](https://www.g2.com/discussions/customer-service-aaa8638f-c8b6-47f9-a850-0ce60a57ca3e) — 2 comments, 1 upvote *(includes official response)* > **Top comment:** "Claritysoft’s customer service is what sets us apart. Our support team is based in the United States and our people “dive for the phone”. We have customer..." - Title: [What if I have users that don’t access CRM very often? Can I add read-only users?](https://www.g2.com/discussions/limited-licence) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Claritysoft CRM is customized for each organization. Talk with one of our experts about your company, your users and your needs to determine options for your..." - Title: [Does Claritysoft integrate with Office 365?](https://www.g2.com/discussions/integration-2363b3db-bed9-4d31-b8be-ea4c3611be47) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Yes, Claritysoft CRM integrates with Outlook 365 and other installed versions including Outlook 2003 and later." - Title: [Does Claritysoft offer integration for online lead sources such as Hoovers.com, etc.?](https://www.g2.com/discussions/integration-ca7f515a-a4dc-4200-8c99-6db9a4826f32) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Claritysoft CRM can be customized to integrate with online resources via our open Application Programming Interface (API). To determine the amount of..." - Title: [Does Claritysoft integrate with Enterprise Resource Planning (ERP) systems?](https://www.g2.com/discussions/erp-7c9c58d6-8b43-4fb6-aa23-a5e92719ec8d) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "Claritysoft CRM can be customized to integrate with any Enterprise Resource Planning (ERP) system via our open Application Programming Interface (API). Talk..." ### FreeAgent CRM No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/claritysoft-vs-freeagent-crm-freeagent-crm)