Claritysoft

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108 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
2006
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Claritysoft Reviews

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Profile Name
Star Rating
63
33
9
2
1
Verified User
U
Business Development Manager
Small-Business (50 or fewer emp.)
Originally submitted 10/30/2026
2/5

Claritysoft excels in organizing contacts and accounts, making it easy to manage information effectively. However, it lacks robust features for tracking sales data and invoicing, limiting its utility for broader business needs.

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Summarized using AI
Hans K.
HK
Hans K.
Senior Design Operations & SaaS Evaluation LeadGraphic DesignSmall-Business (50 or fewer emp.)
08/25/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Highly Configurable CRM, Needs Creative Industry Templates

The biggest win for our graphic‑design studio is how flexible its lead and project record system is, and we can adjust everything without calling on external IT resources. While delivering our regional beverage‑brand identity project, I was able to add custom fields directly inside each client record to log revision rounds, creative brief versions, and notes for our freelance illustrators. Our account coordinators and designers can open a client profile and immediately understand where we stand on feedback cycles, instead of scrolling through pages‑long email threads. Bringing all prospect conversations and project‑progress notes into one centralized CRM drastically cuts down time wasted hunting for scattered information across emails and spreadsheets. It keeps our whole team aligned on client priorities with minimal training overhead.
Priya K.
PK
Priya K.
InternSmall-Business (50 or fewer emp.)
04/29/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Simple, Scalable, and Stress-Free CRM.

Easy to use, great support, and clear data!

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HQ Location:
Dublin, OH

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What is Claritysoft?

Claritysoft is a customer relationship management (CRM) software provider that offers a comprehensive suite of tools designed to enhance sales, marketing, and customer service processes. Founded with a focus on delivering powerful, yet easy-to-use CRM solutions, Claritysoft aims to help businesses improve their customer engagement and increase sales efficiency. The platform includes features such as lead and contact management, email marketing, task management, and reporting. Additionally, Claritysoft is known for its customizable interface, providing users with the flexibility to tailor the software to fit their unique business needs.

Details

Year Founded
2006