Stop Fighting Your CRM: Claritysoft is Built for Agencies & Small Businesses

I have worked with a lot of CRMs over the years, and a few of them are overbuilt to meet the needs of agencies and small businesses. Some even offer ‘free’ versions that only limit you on what you need a CRM to do, build a pipeline, manage leads and send proposals. Tired of overcomplicated CRM options and other bloated, overpriced CRM software that promises the world but mostly delivers frustration, endless onboarding calls, and sneaky fees? I’m looking at you HubSpot and SalseForce. If you’re ready for a small business CRM that actually helps you grow (instead of making you regret your life choices), it’s time to check out Claritysoft CRM—the refreshingly simple, powerful, and actually usable CRM platform for agencies and small businesses that need to get stuff done.

Now I’ve used many CRMs in my business development career. The usual suspects include:

• • HubSpot
  • SalesForce
  • ActOn
  • ActiveCampaign
  • SugarCRM
  • Monday
  • Pipedrive – Another great option
  • Zoho
  • Microsoft Dynamics CRM

Depending on your specific business and new business goals, some of these CRMs are viable options, others, not so much. As an entrepreneur, you don’t need a 747 to fly across the street – which is what it is like using HubSpot and Salesforce. Sure, Hubspot has a ‘free’ version but you get what you pay for. HubSpot works best with a near full-time person managing the sales and marketing functions and you have a sales and marketing team of 10 – 20+. Salesforce is a more complicated version of HubSpot with a larger price tag.

As an agency or small business owner, there are better options. Although I’ve found a great CRM that I am talking about here in Claritysoft, Pipedrive, ActOn, and Monday are viable but inferior options, for reasons I specify below.

Claritysoft CRM: A Comprehensive Solution for Business Needs

Introduction

Claritysoft CRM offers an intuitive, flexible, and effective customer relationship management solution designed for agencies and businesses of all sizes. Whether your organization requires sales pipeline tracking, marketing lead generation, or customer service management, Claritysoft provides streamlined functionality without unnecessary complexity.

Core Functionality

1. Contact Management

Managing contacts shouldn’t be a juggling act. With Claritysoft, you get a clean, easy-to-navigate system that keeps your companies, contacts, and leads in check. Import from Excel or Outlook, export data for reports, and even send mass emails directly from the platform. Custom fields and tags let you track the info that matters most to your business, so you’re always working with up-to-date, actionable data.

• • Customizable Interface – Adapt your CRM database with drag-and-drop functionality to meet your specific business requirements
  • Integrated Relationship Tracking – View a comprehensive overview of contacts, deals, and interactions in a unified interface
  • Efficient List Management – Create and filter data with intuitive tools that simplify information retrieval
  • Effective Email Communications – Maintain personalized communications while reaching multiple contacts
  • Streamlined Information Access – Preview contact information without navigating through multiple screens

2. Task & Opportunity Management

opportunity management tools. Automatic reminders and notifications mean nothing slips through the cracks, while the visual pipeline view helps track deals from start to close. It’s all designed to help your team focus on what matters—winning more business with less friction.

• • User-Friendly Task Organization – Manage leads with straightforward, accessible to-do lists
  • Workflow Automation – Trigger follow-up actions automatically when tasks are completed
  • Visual Sales Pipeline – Track deals with an intuitive drag-and-drop interface
  • Priority Visualization – Identify key opportunities with clear color-coding systems

3. Proposals & Quoting

your sales team can move faster. Easily create, customize, and track professional quotes that match your pricing structure. Whether you’re pulling from a custom price book or adding unique line items, everything stays organized in one place. No more scrambling to find past quotes or worrying about inconsistent pricing—just fast, reliable proposals that get deals done.

• • Centralized Price Management – Generate accurate quotes using updated pricing information
  • Automated Document Creation – Produce professional proposals efficiently with template functionality
  • Organized Document Storage – Associate all relevant documents with their corresponding opportunities
  • Familiar Editing Environment – Edit documents using Microsoft Word integration

4. Reporting & Analytics

Claritysoft CRM makes tracking your business performance simple and effective. With built-in reporting tools, you can quickly generate standard or custom reports tailored to your needs—no complex setups required. The Excel integration lets you manipulate data exactly how you want, giving you deeper insights without the headaches. Plus, with automated report delivery, your team stays informed without constantly running the same reports over and over.

• • Versatile Reporting Options – Access both standard and customizable reports to gain actionable insights
  • Excel Compatibility – Export data for advanced analysis and manipulation
    Report Automation – Schedule recurring reports to streamline information distribution
  • Transparent Pricing – Straightforward options at $49, $59, or $69 per user/month with annual billing
  • Accessible Support – Direct assistance from knowledgeable, US-based support staff
  • Referral Opportunities – Partner program available for business referrals

These features collectively empower businesses to streamline processes, enhance customer relationships, and drive growth effectively.​

Claritysoft vs. Other CRM Tools: A CRM Comparison

More Than Just Features—Here’s What You’re REALLY Getting

No Ridiculous CRM Pricing Tiers – Choose from $49, $59, or $69 per user/month (billed annually). No sneaky upcharges for basic functionality.
US-Based Tech Support – Actual helpful humans, not chatbots that send you to forums.
Partner Referral Program – Make money by referring a tool that doesn’t suck.

Advantages Over Competitors

Claritysoft CRM distinguishes itself by offering:

• • Simplified implementation without requiring specialized consultants
  • An accessible user interface with a minimal learning curve
  • Powerful analytical capabilities focused on practical business needs
  • Responsive, knowledgeable technical support

Consider Claritysoft CRM as your solution for effective customer relationship management that delivers practical functionality without unnecessary complexity. Email me at [email protected] to learn more about Clarifysoft.