--- description: ¿Qué piensan los usuarios de Claritysoft CRM? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Claritysoft CRM gracias a Capterra Costa Rica. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Claritysoft CRM - Opiniones, precios y características - Capterra Costa Rica 2026 --- Breadcrumb: [Inicio](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [Claritysoft CRM](/software/123868/claritysoft-crm) # Claritysoft CRM Canonical: https://www.capterra.co.cr/software/123868/claritysoft-crm Página: 1 de 12\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/123868/claritysoft-crm?page=2) > Potente. Intuitivas. Adaptable. Claritysoft CRM está diseñado para ser fácil de usar sin sacrificar la potencia ni la funcionalidad. > > Veredicto: 256 usuarios lo han valorado con **4.5/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Claritysoft CRM? Claritysoft CRM ofrece el poder, la facilidad y la asequibilidad para ayudar a las empresas pequeñas, medianas y grandes. La flexibilidad y la facilidad de personalización también permiten atender a empresas de la mayoría de los sectores. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.5/5** | 256 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 | | Funciones | 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**: USD 29,00 - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500 - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Canadá, Estados Unidos ## Funciones - Acceso móvil - Alertas y notificaciones - Almacenamiento de documentos - Análisis predictivo - Automatización de marketing - Base de datos de clientes - CRM - Campos personalizables - Captura de clientes potenciales - Comunicación multicanal - Creación de informes y estadísticas - Creación de informes/análisis - Cualificación de leads - Distribución de clientes potenciales - Enrutamiento automatizado - Generación de clientes potenciales - Generación de clientes potenciales - Gestión de actividad de ventas - Gestión de calendarios - Gestión de campañas - Gestión de clientes potenciales - Gestión de contactos - Gestión de correo electrónico - Gestión de flujos de trabajo - Gestión de oportunidades - Gestión de tareas - Gestión de tickets de soporte - Gestión del pipeline - Gestión del pipeline de ventas - Herramientas de colaboración - Importación y exportación de datos - Informes de ventas - Informes personalizables - Marketing por correo electrónico - Métricas de rendimiento - Panel de actividades - Para el sector de los seguros - Portal de autoservicio - Presupuestos y estimaciones - Previsión - Programación de citas - Segmentación - Segmentación de clientes potenciales - Seguimiento de interacciones - Seguridad de datos - Sistema de calendarios o recordatorios - Third-Party Integrations ## 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 - [Software CRM](https://www.capterra.co.cr/directory/2/customer-relationship-management/software) ## Categorías relacionadas - [Software CRM](https://www.capterra.co.cr/directory/2/customer-relationship-management/software) - [Sistemas automatizados de ventas](https://www.capterra.co.cr/directory/12/sales-force-automation/software) - [Herramientas de administración de leads](https://www.capterra.co.cr/directory/30017/lead-management/software) - [Software de servicio al cliente](https://www.capterra.co.cr/directory/22/customer-service/software) - [Software de help desk](https://www.capterra.co.cr/directory/30008/help-desk/software) ## Alternativas 1. [Bigin by Zoho CRM](https://www.capterra.co.cr/software/204998/bigin-by-zoho-crm) — 4.7/5 (744 reviews) 2. [HubSpot CRM](https://www.capterra.co.cr/software/152373/hubspot-crm) — 4.5/5 (4491 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.co.cr/software/61368/salesforce) — 4.4/5 (18811 reviews) 4. [Zoho CRM](https://www.capterra.co.cr/software/155928/zoho-crm) — 4.3/5 (7002 reviews) 5. [Dynamics 365](https://www.capterra.co.cr/software/157279/dynamics-365) — 4.4/5 (5860 reviews) ## Opiniones ### "You get what you put in\!" — 5.0/5 > **Mandi** | *9 de julio de 2026* | Servicios medioambientales | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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 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. > > **Puntos en contra**: 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 marzo de 2026* | Construcción | Valoración de la recomendación: 6.0/10 > > **Puntos a favor**: It's a good value for the money, fairly intuitive to use and is customizable to our business. Customer support is very responsive. > > **Puntos en contra**: 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 junio de 2026* | Administración educativa | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: clarity has been great at confirming to our company's needs, including streamlining certain tools to our specific use. > > **Puntos en contra**: 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 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\! > > **Puntos en contra**: 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 12\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/123868/claritysoft-crm?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co.cr/software/123868/claritysoft-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | 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 | | ----- ## Datos estructurados