Pricing
subscription
Best For
Mid-market companies with 10-100 users who need CRM and project management together
Rating
7.8/10
Last Updated
Mar 2026
TL;DR
Claritysoft sits in an interesting gap between the simplicity of Pipedrive and the complexity of Salesforce. At $39-69/user/month, you get contact management, visual pipelines, email marketing, and surprisingly capable project management tools. It's not flashy, and the brand recognition is low, but the 95% customer retention rate tells you something. Companies with 10-100 users who find HubSpot too expensive and Zoho too cluttered keep landing here.
What is Claritysoft?
The CRM Nobody Talks About (But Should)
Claritysoft has been quietly growing since 2009, serving mid-market companies that don't want to overpay for features they'll never use. The Pompano Beach, Florida team keeps the product focused: CRM, email marketing, project management, and reporting in one platform. No marketplace of 3,000 apps. No certification courses. Just a CRM that works.
Interface and Usability
The UI is clean. Not award-winning, but organized in a way that makes sense on day one. Contacts, accounts, deals, and activities live where you'd expect. The drag-and-drop pipeline builder takes about 15 minutes to configure. Custom fields don't require a developer. Compare that to the 2-week setup typical with mid-market Salesforce deployments.
Email Marketing and Project Management
Here's where Claritysoft overdelivers for its price. The built-in email campaign tool handles templates, scheduling, and basic analytics. It's not Mailchimp, but for a team sending monthly newsletters and drip sequences, it covers the need without an additional subscription. The project management module tracks tasks, milestones, and team assignments directly alongside your deals. Few CRMs at this price point bundle project tracking.
What You Give Up
Brand recognition. Claritysoft doesn't have the ecosystem, marketplace, or community of Salesforce or HubSpot. The integration library is modest — about 50 native connections plus Zapier. Mobile is browser-based, not native. Advanced automation workflows require the higher-tier plan. And finding third-party consultants or tutorials is harder compared to mainstream CRMs.
Pros and Cons
Pros
- Bundles CRM, email marketing, and project management at a competitive price point
- Clean interface requires minimal training — most teams are productive within days
- 95% customer retention rate suggests high satisfaction among existing users
- Custom fields and pipeline builder work without needing developer resources
- Responsive US-based support team with consistently positive reviews for response times
Cons
- Low brand recognition means fewer third-party resources, consultants, and community forums
- Integration library is limited to about 50 native connections plus Zapier
- No native mobile app — only mobile-optimized browser access
- Advanced automation workflows require upgrading to the Enterprise plan
- Smaller company with limited R&D budget compared to major CRM vendors
Claritysoft Pricing
Professional
- Contact and account management
- Pipeline management
- Email integration
- Custom fields
- Basic reporting
- Task management
Accelerator
- Everything in Professional
- Email campaign builder
- Project management module
- Custom dashboards
- Advanced automation
- Role-based permissions
Enterprise
- Everything in Accelerator
- Advanced workflow automation
- API access
- Custom integrations
- Dedicated account manager
- Priority support
Pricing last verified: March 22, 2026
Who is Claritysoft Best For?
- Mid-market companies with 10-100 users who need CRM and project management together
- Businesses that find HubSpot too expensive and Zoho too complex for their needs
- Teams wanting built-in email marketing without paying for a separate tool
- Organizations that value simplicity and fast deployment over extensive customization
Technical Details
The Bottom Line
Claritysoft scores 7.8/10. It stands out for bundles crm, email marketing, and project management at a competitive price point. Best suited for mid-market companies with 10-100 users who need crm and project management together. Keep in mind that low brand recognition means fewer third-party resources, consultants, and community forums.
Frequently Asked Questions
Based on editorial analysis
