Everything you need, nothing you don’t

Claret focuses on the features that actually move the needle—without the bloat that slows you down.

Core features

Simple, powerful tools that help you manage customers and close deals faster.

📊

Visual pipeline

See all your deals at a glance. Drag and drop to move opportunities through stages. No guesswork, just clear progress tracking.

👥

Contact management

All customer information in one place. See communication history, notes, and deal status instantly. Never ask “who is this?” again.

✉️

Email integration

Connect Gmail or Outlook. Log emails automatically. Track opens and clicks. No manual copying and pasting required.

🔔

Smart reminders

Never miss a follow-up. Set automatic reminders for calls, emails, and meetings. Claret nudges you at the right time.

📈

Simple reporting

See what’s working. Track conversion rates, deal velocity, and team performance. Clear insights, not overwhelming dashboards.

🤖

Automation

Automate repetitive tasks. Create workflows that actually make sense. Save hours every week on busywork.

📱

Mobile app

Update deals on the go. Check contacts before meetings. Full CRM power in your pocket, not a watered-down version.

🔗

Integrations

Connect with tools you already use. Slack, Zoom, Google Workspace, and more. Your workflow, seamlessly connected.

🔒

Data security

Bank-level encryption. Regular backups. SOC 2 compliant. Your data is safe with us, always.

How Claret compares

See how Claret stacks up against other CRM platforms—without the complexity or price tag.

 

Feature Claret CRM Salesforce HubSpot
Setup time 5 minutes 2–4 weeks 1–2 weeks
Learning curve Instant Steep Moderate
Contact management
Email tracking
Mobile app quality Excellent Good Limited
Workflow automation
Custom reporting
Support response time Under 1 hour 24–48 hours 4–8 hours
Starting price (per user/month) $9 $25 $15
Hidden fees ~
Implementation consultant required ~
Average page load time <1 second 3–5 seconds 2–3 seconds