CRM Consultants & Implementation Partners in Dublin, OH

Claritysoft CRM is a customer relationship management software company headquartered in Dublin, Ohio. It builds and sells its own CRM platform and also provides the onboarding and implementation help that customers need to start using it. The company has been operating since 2010.

It aims its product at organizations that have struggled with complicated CRM systems and want one their staff will actually use. For buyers comparing implementation partners, Claritysoft is a vendor that delivers its own product and handles the setup work itself.

Approach and philosophy

Claritysoft says software works better when knowledgeable staff support it. Its stated values are being available when customers need help, listening to their feedback, keeping things simple and building long-term relationships. The company says it offers clear pricing and support from staff who know both the product and the customer's business.

It also says it adapts the system to each client's way of working instead of forcing a standard process. In one testimonial on its site, a customer said the implementation specialist set up the CRM to match how their team already sold.

Platform capabilities

The Claritysoft platform covers the whole sales cycle, from lead management through to bringing on new customers. Its main features include:

• A drag-and-drop designer for building tidy, role-specific screens and dashboards
• Saved searches, called Views, for filtering contacts, segments or deals by criteria such as close date
• Bulk actions such as group emails, mass task assignment and group edits
• Built-in email marketing with a template library, audience segmentation, automated campaigns and performance analytics
• Workflow rules that update fields, send messages, alert colleagues and assign tasks automatically
• Project management tools that combine timelines, client communication and team collaboration
• Sales order and invoice history pulled in from a company's existing systems
• Access through a web browser and a mobile app

How implementation works

Claritysoft's onboarding service is designed to get clients running quickly without needing in-house technical skills. Each client is assigned an implementation specialist. The specialist first reviews the client's business and CRM requirements and helps prepare for setup. The client then works directly with the team to configure the system.

According to the company, a client whose data is ready can go live in a short time. Claritysoft also integrates the CRM with the tools clients already use every day, which helps it fit existing workflows.

Background and recognition

Claritysoft's main office is in the Metro Place business area of Dublin, and its contact page also lists an office in Bengal Intelligent Park in India. The company says thousands of teams have used its software since 2010 and that customers rate it 4.7 out of 5.

Its site shows a Capterra 2025 badge for ease of use and states a 95 percent team adoption rate. Buyers who want a ready-made CRM with hands-on vendor setup, rather than a consultancy that resells another company's platform, may find Claritysoft worth considering.

Velosio is a business applications consultancy focused on Microsoft technology. It helps midmarket organizations choose, deploy and support cloud software for customer relationship management, enterprise resource planning and data analytics. The firm says it has worked with businesses for more than three decades, helping them update older systems, simplify how they operate and get more value from their data. Its consulting, deployment and support teams work across sales, service, finance, operations and IT.

CRM and customer engagement work

For buyers comparing CRM partners, Velosio's front-office practice is built around the Dynamics 365 customer engagement applications. Its material for sales leaders covers several goals: giving reps a complete picture of every account, scoring leads so teams focus on the likeliest buyers, improving forecasts with analytics and AI, and supporting omnichannel and social selling.

The firm presents Customer Insights together with Power BI as a way to feed live customer data into sales planning. It also connects sales data with Business Central so that commercial decisions can use financial and operational figures.

Typical CRM-related engagements include:

• CRM rollouts on Dynamics 365 Sales, Customer Service and Customer Insights
• Field service and omnichannel service deployments
• Connecting CRM to ERP and other line-of-business software
• Custom apps, agents and workflow automation on the Power Platform
• Reporting and analytics with Power BI and Microsoft Fabric
• User adoption and change management programs
• Recovery of stalled or troubled projects
• Ongoing application support after go-live

How they work with clients

The company says it explains things in plain terms, lays out the available options openly and keeps clients fully informed throughout a project. Its consultants combine industry and technical knowledge.

They rely on repeatable methods, documented good practice and in-house tools to shorten deployments and speed up user uptake, which the firm says is especially important for midmarket companies that need a quick return. Client testimonials on its site credit the team with listening carefully to business requirements and staying reachable outside normal working hours during a cutover.

A systems director quoted by Velosio said that picking the right deployment partner matters nearly as much as picking the software.

Industries and broader portfolio

Velosio offers dedicated solutions for agribusiness, cannabis, horticulture, distribution, manufacturing, professional services and real estate. These include its own SilverLeaf extensions for growers built on Business Central and a solution for foodservice equipment distributors. Beyond CRM, it implements Dynamics 365 Finance, Supply Chain Management, Project Operations and Business Central.

It also supports companies still running Dynamics GP, NAV, SL and AX, resells Oracle NetSuite, and provides Azure, Microsoft 365, Copilot and data platform services such as Databricks and Fabric. One published case study describes how medical device maker AtriCure built a device management solution on Dynamics 365 Field Service.

Velosio's main appeal is that one firm covers both customer-facing and back-office Microsoft systems, plus data and cloud infrastructure. It also sells its own products, including the Velosio Insights analytics offering and Velosio Pay, and lists the Stratos Cloud Alliance among its partner offerings. Directory listings place an office in Dublin, Ohio, while the company's contact page names Atlanta, Georgia, as its corporate headquarters.