--- description: Detaillierte Informationen über Claritysoft CRM zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Claritysoft CRM Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [CRM-Systeme](/directory/2/customer-relationship-management/software) > [Claritysoft CRM](/software/123868/claritysoft-crm) # Claritysoft CRM Canonical: https://www.capterra.com.de/software/123868/claritysoft-crm Seite: 1 / 11\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/123868/claritysoft-crm?page=2) > Leistungsstark. Intuitiv. Anpassbar. Einfach zu bedienen, ohne auf Leistung und Funktionalität zu verzichten. > > Bewertung: **4.5/5** von 255 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Claritysoft CRM? Claritysoft CRM bietet Leistung, Nutzerfreundlichkeit und Erschwinglichkeit für kleine, mittlere und große Unternehmen. Flexibilität und Anpassungsfähigkeit ermöglichen es, Unternehmen der meisten Branchen zu bedienen. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.5/5** | 255 Nutzerbewertungen | | Bedienkomfort | 4.5/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.6/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.5/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.2/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 80% | (8/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Claritysoft - **Region**: Dublin, USA - **Gegründet**: 2010 ## Gewerblicher Kontext - **Startpreis**: 29,00 $ - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500 - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Kanada, Vereinigte Staaten ## Funktionen - Aktivitäts-Dashboard - Alarmfunktion / Benachrichtigungen - Angebote / Schätzungen - Anpassbare Berichte - Anpassbare Felder - Aufgabenmanagement - Automatisiertes Routing - Berichterstattung / Analyse - Berichterstattung und Statistik - CRM - Chancenmanagement - Daten-Import / -Export - Datensicherheit - Dokumentenspeicher - E-Mail Marketing - E-Mail-Management - Für Versicherungsbranche - Kalender-/Erinnerungssystem - Kalenderverwaltung - Kampagnenmanagement - Kontaktmanagement - Kundendatenbank - Lead Segmentierung - Lead-Distribution - Lead-Erfassung - Lead-Generierung - Lead-Pflege - Lead-Qualifizierung - Leadmanagement - Leistungskennzahlen - Marketing-Automatisierung - Mobiler Zugriff - Multi-Channel-Kommunikation - Pipeline-Management - Prognose - Prädiktive Analytik - Sales-Pipeline-Management - Segmentierung - Self-Service Portal - Supportticket-Management - Terminplanung - Third-Party Integrations - Verfolgung von Interaktionen - Verkaufsberichte - Vertriebsaktivitätsmanagement - Werkzeuge zur Zusammenarbeit - Workflow-Management ## Integrationen (6 insgesamt) - Gmail - Google Calendar - Microsoft 365 - Microsoft Outlook - QuickBooks Online Advanced - Zapier ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [CRM-Systeme](https://www.capterra.com.de/directory/2/customer-relationship-management/software) ## Ähnliche Kategorien - [CRM-Systeme](https://www.capterra.com.de/directory/2/customer-relationship-management/software) - [Sales Force Automation Software](https://www.capterra.com.de/directory/12/sales-force-automation/software) - [Lead-Management-Software](https://www.capterra.com.de/directory/30017/lead-management/software) - [Kundenservice Software](https://www.capterra.com.de/directory/22/customer-service/software) - [Help-Desk-Software](https://www.capterra.com.de/directory/30008/help-desk/software) ## Alternativen 1. [HubSpot CRM](https://www.capterra.com.de/software/152373/hubspot-crm) — 4.5/5 (4482 reviews) 2. [Zoho CRM](https://www.capterra.com.de/software/155928/zoho-crm) — 4.3/5 (6994 reviews) 3. [Bigin by Zoho CRM](https://www.capterra.com.de/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.com.de/software/61368/salesforce) — 4.4/5 (18806 reviews) 5. [Dynamics 365](https://www.capterra.com.de/software/157279/dynamics-365) — 4.4/5 (5847 reviews) ## Nutzerbewertungen ### "We love Claritysoft CRM\!" — 4.0/5 > **Chastity** | *4. August 2025* | Professionelles Training & Coaching | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: The transition from another CRM to Claritysoft was very seamless. Very user friendly\! We love the way that the Accounts, Contacts and Opportunities modules all work together. > > **Nachteile**: I do not like that engage does not communicate with the CRM. We would love to be able to create tasks directly from Engage for our tram based on email campaign performance. > > We have had a great experience since 2022 using this CRM, it works great for our sales team\! Some of our team are not super tech savvy and everyone seems to be able to use Claritysoft successfully. ----- ### "Great Product\!" — 5.0/5 > **Britany** | *3. März 2026* | Informationstechnologie & -dienste | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: 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\! > > **Nachteile**: 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. ----- ### "Lots of features - If I can find them" — 3.0/5 > **jameela** | *22. März 2026* | Bildungsmanagement | Empfehlungsbewertung: 5.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. ----- ### "clarity - a strong choice for business needs" — 5.0/5 > **Caecilia** | *11. Juni 2026* | Bildungsmanagement | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: clarity has been great at confirming to our company's needs, including streamlining certain tools to our specific use. > > **Nachteile**: the fact that we can't change the automatic generated time length of events; they automatically set the time at 30 minutes. > > my experience has been great\! they're customer service has been consistent and I appreciate the speed with which they've handled any bugs. ----- ### "Claritysoft CRM: Simple, Efficient Record Keeping" — 4.0/5 > **Jessica** | *4. März 2026* | Bildungsmanagement | Empfehlungsbewertung: 8.0/10 > > **Vorteile**: 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. > > **Nachteile**: 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. ----- Seite: 1 / 11\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/123868/claritysoft-crm?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/123868/claritysoft-crm) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten