--- description: Tudo sobre Claritysoft CRM: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. 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 Portugal 2026 --- Breadcrumb: [Home](/) > [Sistemas CRM](/directory/2/customer-relationship-management/software) > [Claritysoft CRM](/software/123868/claritysoft-crm) # Claritysoft CRM Canonical: https://www.capterra.pt/software/123868/claritysoft-crm Page: 1 / 12\ Seguinte: [Next page](https://www.capterra.pt/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. > > Verdict: Rated **4.5/5** by 256 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa 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. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.5/5** | 256 Avaliações | | Praticidade | 4.5/5 | Based on overall reviews | | Suporte ao cliente | 4.6/5 | Based on overall reviews | | Relação qualidade/preço | 4.5/5 | Based on overall reviews | | Recursos | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Claritysoft - **Location**: Dublin, EUA - **Founded**: 2010 ## Commercial Context - **Preço inicial**: 29,00 US$ - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500 - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: inglês - **Available Countries**: 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 ## Integrations (6 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.pt/directory/2/customer-relationship-management/software) ## Categorias relacionadas - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) - [Sistemas de Automação de Vendas](https://www.capterra.pt/directory/12/sales-force-automation/software) - [Software de Gestão de Leads](https://www.capterra.pt/directory/30017/lead-management/software) - [Sistemas de Atendimento ao Cliente](https://www.capterra.pt/directory/22/customer-service/software) - [Sistemas de Help Desk](https://www.capterra.pt/directory/30008/help-desk/software) ## Alternativas 1. [Zoho CRM](https://www.capterra.pt/software/155928/zoho-crm) — 4.3/5 (7003 reviews) 2. [Bigin by Zoho CRM](https://www.capterra.pt/software/204998/bigin-by-zoho-crm) — 4.7/5 (744 reviews) 3. [HubSpot CRM](https://www.capterra.pt/software/152373/hubspot-crm) — 4.5/5 (4491 reviews) 4. [Salesforce Sales Cloud](https://www.capterra.pt/software/61368/salesforce) — 4.4/5 (18812 reviews) 5. [Dynamics 365](https://www.capterra.pt/software/157279/dynamics-365) — 4.4/5 (5860 reviews) ## Avaliações ### "You get what you put in\!" — 5.0/5 > **Mandi** | *9 de julho de 2026* | Serviços meio ambientais | Recommendation rating: 9.0/10 > > **Vantagens**: I love how easy it is to use Claritysoft and keep all my contact information in one place. If anyone is away from the office all critical information can be found. > > **Desvantagens**: I have not found anything I do not like about Claritysoft. It was a great tool for small businesses to keep all your information in one place. > > I use Claritysoft daily and love how simple it is to navigate and enter new information. Plus, I do not have to bother any coworkers while they are away from the office. All I have to do is look in our system. ----- ### "Claritysoft CRM: Simple, Efficient Record Keeping" — 4.0/5 > **Jessica** | *4 de março de 2026* | Gestão da educação | Recommendation rating: 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. ----- ### "Good value for the money; lacking in other areas specific to our business" — 3.0/5 > **Luanne** | *5 de março de 2026* | Construção | Recommendation rating: 6.0/10 > > **Vantagens**: It's a good value for the money, fairly intuitive to use and is customizable to our business. Customer support is very responsive. > > **Desvantagens**: The integration with QuickBooks was never great (but it existed) and now that integration is not longer even supported. It's also geared towards tracking "people" as leads and Opportunities, but we track Construction Projects at Radius Track, so although we make it work in the Opportunity module with customization, it's not idea especially when it comes to reporting and KPIs. Some users find information search to be a little lackluster. Not a huge fan of the Lead module (it duplicates existing contacts). > > It's been a good experience and gets the job done, but it's not great and "loved by all". Also Engage is difficult and buggy when it comes to formatting for our Marketing campaigns. ----- ### "clarity - a strong choice for business needs" — 5.0/5 > **Caecilia** | *11 de junho de 2026* | Gestão da educação | Recommendation rating: 9.0/10 > > **Vantagens**: clarity has been great at confirming to our company's needs, including streamlining certain tools to our specific use. > > **Desvantagens**: 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. ----- ### "Great Product\!" — 5.0/5 > **Britany** | *3 de março de 2026* | Serviços e tecnologia da informação | Recommendation rating: 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. ----- Page: 1 / 12\ Seguinte: [Next page](https://www.capterra.pt/software/123868/claritysoft-crm?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/123868/claritysoft-crm) ## This page is available in the following languages | Locale | 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 | | ----- ## Structured Data