--- description: Busca información actualizada sobre Claritysoft CRM. Lee opiniones verificadas y descubre sus funciones, características, precios y usabilidad. Compara Claritysoft CRM con productos similares hasta encontrar la opción adecuada. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Claritysoft CRM: precios, funciones y opiniones | GetApp España 2026 --- Breadcrumb: [Inicio](/) > [Programa CRM](/directory/230/crm/software) > [Claritysoft CRM](/software/107057/claritysoft-crm) # Claritysoft CRM Canonical: https://www.getapp.es/software/107057/claritysoft-crm Página: 1 de 11\ Siguiente: [Página siguiente](https://www.getapp.es/software/107057/claritysoft-crm?page=2) > Potente. Intuitivas. Adaptable. Claritysoft CRM está diseñado para ser fácil de usar sin sacrificar la potencia ni la funcionalidad. > > Veredicto: 254 usuarios lo han valorado con **4.5/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Estadísticas y valoraciones rápidas | Métrica | Valoración | Detalles | | **En general** | **4.5/5** | 254 Opiniones | | Facilidad de uso | 4.5/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.6/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.5/5 | Basado en las opiniones generales | | Funcionalidades | 4.2/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Claritysoft - **Ubicación**: Dublin, EE. UU. - **Constitución**: 2010 ## Contexto comercial - **Precio inicial**: 49,00 US$ - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Canadá, Estados Unidos ## Funcionalidades - API - Acceso móvil - Alertas y notificaciones - Almacenamiento de documentos - Análisis de evolución de ventas - Análisis predictivo - Aplicación móvil - Arrastrar y soltar - Automatización de marketing - Autorizaciones basadas en roles - Base de datos de clientes - Base de datos de contactos - Búsqueda - Búsqueda de clientes potenciales - Búsqueda/filtro - CRM - Campos personalizables - Captura de clientes potenciales - Catálogo de productos - Comunicación multicanal ## Integraciones (en total: 6) - Gmail - Google Calendar - Microsoft 365 - Microsoft Outlook - QuickBooks Online Advanced - Zapier ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Programa CRM](https://www.getapp.es/directory/230/crm/software) ## Categorías relacionadas - [Programa CRM](https://www.getapp.es/directory/230/crm/software) - [Sistemas automatizados de ventas](https://www.getapp.es/directory/338/sales-force-automation/software) - [Herramientas de administración de leads](https://www.getapp.es/directory/339/lead-management/software) - [Software de lead scoring predictivo](https://www.getapp.es/directory/678/predictive-lead-scoring/software) - [Software CRM para pequeñas empresas](https://www.getapp.es/directory/4959/small-business-crm/software) ## Alternativas 1. [HubSpot CRM](https://www.getapp.es/software/102533/hubspot-crm) — 4.5/5 (4470 reviews) 2. [Zoho CRM](https://www.getapp.es/software/9908/zoho-crm) — 4.3/5 (6982 reviews) 3. [Bigin by Zoho CRM](https://www.getapp.es/software/142099/bigin-by-zoho-crm) — 4.7/5 (738 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.es/software/90378/salesforce) — 4.4/5 (18790 reviews) 5. [Dynamics 365](https://www.getapp.es/software/90844/dynamics-365) — 4.4/5 (5834 reviews) ## Opiniones ### "The easiest to setup and run" — 4.0/5 > **Davina** | *2 de marzo de 2021* | Construcción | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: We've used other CRMs, but have never been so successful as we have with Claritysoft. Everyone is adding emails from Outlook and/or sending them directly from Claritysoft. We're saving important documents straight to Lead, Opportunities and Accounts. Email templates help out. Activities are easily created through Action Plans and Automated Workflows. > > **Desventajas**: Sometimes it feels as if you're being nickle and dimed to death because the best features, of course, are available only to those who purchase additional modules or features. > > Overall Claritysoft has been well worth it. We've streamlined so many processes and look forward to more. Oh, their tech support/customer support is the best I've ever received\! ----- ### "Claritysoft CRM: Simple, Efficient Record Keeping" — 4.0/5 > **Jessica** | *4 de marzo de 2026* | Administración educativa | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Desventajas**: 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. ----- ### "Not what we were expecting" — 2.0/5 > **Jen** | *21 de julio de 2025* | Servicios medioambientales | Valoración de la recomendación: 2.0/10 > > **Puntos a favor**: The ability to email a large number of people at one time. The group edit function at the Project level reduced my completion of projects. The availability of looking up a contact and being able to look at their emails \& projects at a glance. > > **Desventajas**: When we transferred from our old database, we have contacts with duplicate contact records because they changed Accounts prior to the transfer. When we merge the contacts so all their projects are under one Contact record, it changes all the Account names to the most current Account. When we change the Account for the Contact at the Contact level, the new Account information doesn't update at the Contact level. We have to have 2 fields for email addresses because the blue print Email field doesn't flow into the Project. The Salutation field is only visible at the Contact record. > > It has been a frustrating switch from our old database. Some records didn't transfer and our customization wasn't as we expected. We have had to transfer many things from the old database manually on a daily basis since September 2024. ----- ### "affordable best option" — 5.0/5 > **Sarah** | *10 de marzo de 2026* | Comercio minorista | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: best price around works great. I have been able to import contacts seamlessly and easy. I love all the video training they offer for no extra cost\! > > **Desventajas**: sometimes the search function doesn't work in my lead field. no ability to separate ones I have start that I No longer need but am unable to move somewhere > > great value I was able to learn a lot about the system and there is still a lot more functions I have yet to learn. It is very extensive and I really enjoy it ----- ### "Great Product\!" — 5.0/5 > **Britany** | *3 de marzo de 2026* | Tecnología y servicios de la información | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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\! > > **Desventajas**: 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 de 11\ Siguiente: [Página siguiente](https://www.getapp.es/software/107057/claritysoft-crm?page=2) ## Enlaces - [Ver en GetApp](https://www.getapp.es/software/107057/claritysoft-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Datos estructurados