--- description: Tudo sobre Claritysoft CRM: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Claritysoft CRM - Preço, avaliações e classificação - Capterra Brasil 2026 --- Breadcrumb: [Home](/) > [Sistemas CRM](/directory/2/customer-relationship-management/software) > [Claritysoft CRM](/software/123868/claritysoft-crm) # Claritysoft CRM Canonical: https://www.capterra.com.br/software/123868/claritysoft-crm Página: 1 / 11\ Próximo: [Próxima página](https://www.capterra.com.br/software/123868/claritysoft-crm?page=2) > Avançado. Intuitivo. Customizável. O Claritysoft CRM é projetado para ser fácil de usar sem sacrificar o poder e a funcionalidade. > > Conclusão: 255 usuários atribuíram a nota **4.5/5**. Melhor classificado para **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa o Claritysoft CRM? O Claritysoft CRM oferece poder, facilidade e acessibilidade para ajudar pequenas, médias e grandes empresas. Flexibilidade e facilidade de personalização permitem atender a empresas na maioria dos setores. ## Estatísticas e notas | Métrica | Classificação | Detalhes | | **Geral** | **4.5/5** | 255 Avaliações | | Praticidade | 4.5/5 | Com base em avaliações gerais | | Suporte ao cliente | 4.6/5 | Com base em avaliações gerais | | Relação qualidade/preço | 4.5/5 | Com base em avaliações gerais | | Recursos | 4.2/5 | Com base em avaliações gerais | | Porcentagem de recomendação | 80% | (8/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Claritysoft - **Localização**: Dublin, EUA - **Fundada**: 2010 ## Contexto comercial - **Preço inicial**: US$ 29,00 - **Público-alvo**: Profissional autônomo, 2–10, 11–50, 51–200, 201–500 - **Implantação e plataformas**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: inglês - **Países disponíveis**: Canadá, Estados Unidos ## Recursos - Acesso para Celular - Agendamento de compromissos - Alertas/notificações - Análise de dados preditiva - Armazenamento de documentos - Automação de marketing - Banco de dados do cliente - CRM - Campos personalizáveis - Captura de leads - Comunicação multicanal - Distribuição de leads - Ferramentas de colaboração - Geração de leads - Gerenciamento de contatos - Gerenciamento de e-mails - Gerenciamento de tickets de suporte - Gestão da atividade de vendas - Gestão de calendários - Gestão de campanhas - Gestão de leads - Gestão de oportunidades - Gestão de tarefas - Gestão do fluxo de trabalho - Gestão do pipeline - Gestão do pipeline de vendas - Importação/exportação de dados - Indicadores de desempenho - Lead Nurturing - Marketing por e-mail - Orçamentos/estimativas - Painel de atividades - Para o setor de seguro - Portal de autoatendimento - Previsão - Qualificação de leads - Rastreamento de interações - Relatórios de vendas - Relatórios e análise de dados - Relatórios e estatística - Relatórios personalizáveis - Roteamento automático - Segmentação - Segmentação de leads - Segurança de dados - Sistema de calendário ou lembretes - Third-Party Integrations ## Integrações (6 no total) - Gmail - Google Calendar - Microsoft 365 - Microsoft Outlook - QuickBooks Online Advanced - Zapier ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Sistemas CRM](https://www.capterra.com.br/directory/2/customer-relationship-management/software) ## Categorias relacionadas - [Sistemas CRM](https://www.capterra.com.br/directory/2/customer-relationship-management/software) - [Sistemas de Automação de Vendas](https://www.capterra.com.br/directory/12/sales-force-automation/software) - [Software de Gestão de Leads](https://www.capterra.com.br/directory/30017/lead-management/software) - [Sistemas de Atendimento ao Cliente](https://www.capterra.com.br/directory/22/customer-service/software) - [Sistemas de Help Desk](https://www.capterra.com.br/directory/30008/help-desk/software) ## Alternativas 1. [Zoho CRM](https://www.capterra.com.br/software/155928/zoho-crm) — 4.3/5 (6993 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.com.br/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 3. [HubSpot CRM](https://www.capterra.com.br/software/152373/hubspot-crm) — 4.5/5 (4481 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.com.br/software/61368/salesforce) — 4.4/5 (18803 reviews) 5. [Dynamics 365](https://www.capterra.com.br/software/157279/dynamics-365) — 4.4/5 (5846 reviews) ## Avaliações ### "Best Value CRM in the Market" — 5.0/5 > **David** | *3 de março de 2026* | Educação superior | Taxa de recomendação: 10.0/10 > > **Vantagens**: I love how easy it is to customize this product. Adding modules is super simple. There is never any pressure to purchase add-ons. They are simply offered as a service and if you want to pursue it, they will contact you. Otherwise, they check in a few times a year to make sure all is well. Also, the support team is top notch. Any questions get answered quickly and if by some chance, they don't know the answer, they get back to you in a timely manner. Automation is easy to do as well. The steps are straightforward and it is a simple process to automate functions within the CRM. Couple this with the low pricing and you get get bang for your buck. I looked and many systems and this one provided us with the most amount of features for the money. > > **Desvantagens**: The knowledgebase is sometimes difficult to follow. Only occasionally it will tell you that you can do "X" without telling you how to do "X". > > From start and continuing, I have been overwhelmingly impressed with Claritysoft CRM. It fits our needs exactly. As a SaaS, we didn't need all of the fluff and stuff within Salesforce. Not to mention the difficulty in navigating help via Trailblazer. With this product, we can do what we need to do at a price that we can afford. ----- ### "Claritysoft CRM: Simple, Efficient Record Keeping" — 4.0/5 > **Jessica** | *4 de março de 2026* | Gestão da educação | Taxa de recomendação: 8.0/10 > > **Vantagens**: Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation. With features like Global Search and customizable Filters, it's easy to search for specific information and receive relevant results. Lead management is also simplified with an option to fill out fields denoting Lead Sources and first Point of Contact, making it easy to track which sources generate the greatest lead volume. Sales and accounting management are also made easy, with sub-tabs under each Project specifically for Accounting info about the client, ie Payroll Item, Service Item, etc. > > **Desvantagens**: Learning how to navigate Claritysoft can be somewhat counterintuitive, as locating the information you want in the fewest clicks possible takes some experimenting and refining. For example, while you can save emails to clients' accounts with the handy Claritysoft email extension, these emails are saved either to the Client's Project or the Client's Account, but not necessarily both. Similarly, attachments are added separately to Projects and Accounts with no easy means of attaching to both simultaneously or from the same page. > > Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses interested in keeping detailed client records that are updated regularly. While I have some quibbles about site navigability, and have had minor issues with different users being unable to access needed information, I am overall glad we migrated to Claritysoft because it is relatively simple to use, customizable, and has a range of information viewing options that can be adjusted based on business needs. ----- ### "Lots of features - If I can find them" — 3.0/5 > **jameela** | *22 de março de 2026* | Gestão da educação | Taxa de recomendação: 5.0/10 > > **Vantagens**: The pages look clean and orderly, with even spaces. There are also lots of features to store information and to organize events. The email extension that saves and organizes correspondences on the site is also convenient and it's so good, we're required by our org to use it. > > **Desvantagens**: Front end bugs out sometimes. Doesn't always save. App is confused if it's a one page app or a sequential app. Why does the time change after you change the date? And why isn't the total time auto calculated from the time entry? And why does the calendar always go back to day when I change it to week. And doesn't the project autopopulate with my own projects > > It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off. I get really frustrated by it sometimes and I dislike using it. ----- ### "Outstanding Service" — 4.0/5 > **Blake** | *11 de junho de 2026* | Defesa e aeroespacial | Taxa de recomendação: 8.0/10 > > **Vantagens**: Organized and easy manipulation of main screen/reports. This allowed me to gather custom reports quickly and efficiently to send into management. > > **Desvantagens**: We are a very custom manufacturing business and are not able to use the quote module. We tried several times but it just doesn't work with our style of business. > > The customer service and implementation specialist I work with has been an amazing experience. It is by them alone that we have chosen ClaritySoft as our go to CRM. ----- ### "Great Product\!" — 5.0/5 > **Britany** | *3 de março de 2026* | Serviços e tecnologia da informação | Taxa de recomendação: 9.0/10 > > **Vantagens**: I absolutely love both the customer service and the product itself. From start to finish, the experience has been smooth, professional, and genuinely enjoyable. The team was responsive, helpful, and makes sure everything was handled quickly and correctly. On top of that, the product has exceeded expectations in both quality and performance. It’s clear that a lot of care goes into both the service and what’s being delivered. Highly impressed all around\! > > **Desvantagens**: Overall, we’ve had a positive experience, but I do wish there were more customization options available for the product. Having additional flexibility to tailor certain features, settings, or design elements to better fit our specific needs would make it even more valuable for our use case. Greater customization would allow us to align the product more closely with our workflows and preferences, and ultimately maximize its impact for our team. > > It has been a great experience overall. The customer service team is truly wonderful—responsive, knowledgeable, and quick to step in whenever assistance is needed. On the rare occasion that the information isn’t readily available in the knowledgebase, they are fast to respond and ensure we get exactly what we need. It’s clear they are committed to providing timely and effective support, which makes a big difference in our overall experience. ----- Página: 1 / 11\ Próximo: [Próxima página](https://www.capterra.com.br/software/123868/claritysoft-crm?page=2) ## Links - [Ver em Capterra](https://www.capterra.com.br/software/123868/claritysoft-crm) ## Esta página está disponível nos seguintes idiomas | Localidade | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dados estruturados