# Compare Claritysoft CRM vs OpenCRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Claritysoft CRM and OpenCRM based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/123868-129881/Claritysoft-CRM-vs-OpenCRM --- # Claritysoft CRM vs OpenCRM Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Claritysoft CRMOpenCRM2/4 selected [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.6 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/) [## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Starting Price $49.00/month Value-for-Money 4.6 Functionality 4.2 Ease of Use 4.5 Customer Service 4.6 Reviews Sentiment Based on [243 reviews](#user-reviews) Positive 231 Neutral 8 Negative 4 [## OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.6 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/) Starting Price £39.00/month Value-for-Money 4.6 Functionality 4.4 Ease of Use 4.4 Customer Service 4.7 Reviews Sentiment Based on [294 reviews](#user-reviews) Positive 275 Neutral 18 Negative 1 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 17,542 reviews from crm software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 72%Fit Missing features Not enough reviews Feature ratings Data Security NA Contact Management 4.5 Lead Management 4.4 Sales Pipeline Management 4.5 Activity Dashboard 5.0 81%Fit Feature ratings Data Security 5.0 Contact Management 4.5 Lead Management 4.2 Sales Pipeline Management 4.2 Activity Dashboard 4.6 User satisfaction User satisfaction 4.5 User reviews[243](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Ease of use 4.5 Functionality 4.2 Value for money 4.6 Customer support 4.6 User satisfaction 4.6 User reviews[294](https://www.capterra.com/p/129881/OpenCRM/reviews/) Ease of use 4.4 Functionality 4.4 Value for money 4.6 Customer support 4.7 Price starts from Price starts from $49Per User, Per Month - Free version - Free trial Price starts from £39Per User, Per Month - Free version - Free trial Best for Best for Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well. Best for Mid market businesses. Companies that want to manage their sales, grow the business, better manage customers and prospects and make more profit - plus a lot more. ## User reviews Pros & cons FS Flavia S. Custom Groups Consultant > "The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205) JH Jameela H. Instructor > "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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784) JS Jessica S. Admin > "Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649) RR Rob R. New Member Engagement Coordinator > "However, the import and export tools can be a bit challenging to work with, which occasionally slows down data management." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293) LM Lisa M. Marketing Coordinator > "We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106221) JH Jameela H. Instructor > "It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784) FS Flavia S. Custom Groups Consultant > "I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205) JR Johan R. Tutor > "It often takes multiple clicks to create something, and to delete something can take even more." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389) JR Johan R. Tutor > "The way they organized the tabs was useful for being able to access information, while not overloading everything into one..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389) SH Sarah H. Assistant manager > "no ability to separate ones I have start that I No longer need but am unable to move somewhere" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374) FS Flavia S. Custom Groups Consultant > "The interface makes it easy to manage contacts, track sales opportunities, and automate tasks without a steep learning curve." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205) JC Jen C. Registrar > "We have to have 2 fields for email addresses because the blue print Email field doesn't flow into the Project." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248) KS Katie S. Adminstrative Manager > "Being able to have certain project limited in view and scope to certain team members has been very good for client..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583) JR Johan R. Tutor > "Claritysoft CRM is a little 'clunky' when it comes to data entry and data creation." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389) DJ David J. President > "I am able to see my sales pipeline potential and create action steps to achieve closer of new accounts." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106395) MH Monica H. Inside Sales > "I feel the Claritysoft program is very very indepth and that there are almost too many features, in that lots do not get used." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228) CC Chris C. Project Manager > "I find Claritysoft extremely useful in organizing my opportunities from prospecting to closure. As my sales are a bit..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868993) JA Jared A. Growth Marketing - UX Lead Synoptix Software > "Certain reporting features, including dashboards, felt a little restrictive." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558) JB Jeremy B. Owner and Founder > "For my particular line of work, keeping the "Leads" and "Contacts" in separate is a nice touch. But the ease of creating..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6749055) HL Henry L. Tutor > "It can sometimes be a bit difficult to sort through clients, especially since our clients will transition out of our services..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6871648) VR Verified Reviewer Academic Tutor > "Mostly positive, as it has allowed me to keep track of all the profiles and be able to maintain detailed notes on them." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869042) VR Verified Reviewer Supply and Operations Manager > "The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869007) OE Oscar E. Medical technicians > "It is super helpfull and convenient keeps all my task organized and my customer information in one place" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198) JA Jared A. Growth Marketing - UX Lead Synoptix Software > "The PDF Quotation feature is also very finicky." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558) JH Jameela H. Instructor > "There are also lots of features to store information and to organize events." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784) RR Rob R. New Member Engagement Coordinator > "The import/export tools can be a little difficult to work with." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293) SF Seth F. Medical Service Representative > "It’s a very effective tool that makes my job as a service rep much simpler and less time consuming." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106314) RT Russell T. Chief Revenue Officer > "Dashboards - I don't think they are great when I compare to other CRM's I have used and also my clients use." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108189) JD John D. Sales Manager > "I can order everything and see all my customers in one setting and it is very easy to make the orders." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106285) MD Matthew D. Director > "Exporting lists is also somewhat inconsistent" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106627) JS Jessica S. Admin > "Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649) MF Michele F. Marketing > "There seems to be limitations for filtering data between multiple modules. " [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868966) MH Monica H. Inside Sales > "I learned alot of new tips on how to stay better organized with reminders, tasks, etc. " [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228) TT Trey T. Sales Rep > "It can be a little tedious to add account names when you put in the activity you are working on ." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953) MO Mariia O. Sales > "Super easy and excellent tool to track the progress and all the leads, customers, accounts." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106184) TT Trey T. Sales Rep > "I don’t like having to jump out of creating a new opportunity to add a new contacts information to an account ." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953) KB Kevin B. Academic and Test Prep Tutor > "Claritysoft has been a total upgrade versus the other softwares I’ve tried, and the flexibility is also a life saver." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106357) ED Evan D. Tutor > "Organization of information/accounts isn't the easiest to navigate" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391) CS Caecilia S. Team Leader > "Compared to the bulky dinosaur that was our old CRM especially, Claritysoft feels like a breath of fresh air--faster,..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841733) OE Oscar E. Medical technicians > "Crashes/and slow to load on times" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198) GC George C. Attorney- Owner > "The Claritysoft support was able to easily explain the additional things I needed." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249) MC Martin C. Academic Private Tutor > "There is too many buttons." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106260) CM Chayeane M. Account Executive - Wire Sales > "I appreciate all the updates they continue to implement in order to give users a better and more effective experience." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106180) MP Michael P. Vice President Commercial Banking > "I personally found Salesforce a bit overwhelming for the client based that I had to manage. " [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031) DF Davina F. Business Operations Manager > "The system is much more intuitive than the overwhelming Zoho and Salesforce." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106229) WS Wendy S. Strategic Account Specialist > "Not really sure how to use it properly and we have been trained at my company." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318) CM Chasity M. Admin Asst > "It works quickly, is updated often, and provides support as needed." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7117488) CD Christian D. Director of Strategic Partnerships > "Not enough documentation is available to use the crm on mobile devices" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6313655) DW Dawna W. Systems Specialist > "Always reliable and can access from anywhere! If I have ever run into an issue, customer support is always there to help!" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106190) Camilla O. head of creative and design and marketing specialist > "it kept having issues with intergrations." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881) BG Britany G. Associate Director > "On top of that, the product has exceeded expectations in both quality and performance." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106200) GC George C. Attorney- Owner > "The only other issue is my fault, I wish that I would use it more." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249) JP John P. General manager > "For the price we're paying and how much we've customized it, I would say we're pretty satisfied and considering staying..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110317) FC Foy C. business solutions consultant > "lovely, I absolutely hate the new program that we are using and wish that we were still using clarity soft" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868889) DS Darlene S. Owner > "We don't use many of the marketing features, but what we do use works great." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106414) JC Jen C. Registrar > "It has been a frustrating switch from our old database." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248) GC George C. Attorney- Owner > "It makes for an easy follow-up that my business deals are going as planned." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249) WS Wendy S. Strategic Account Specialist > "mediocre. " [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318) SH Sarah H. Assistant manager > "I have been able to import contacts seamlessly and easy." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374) AK Ari K. Energy Consultant > "I was unhappy with their attitudes to be honest." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106208) GJ Garry J. Investment account manager > "I really enjoyed the ability to do mass emails." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108411) DB Diane B. Operations Support Specialist > "too much wasted real estate in a window for short data fields." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160778) LL Luanne L. Director of Business Development > "It's a good value for the money, fairly intuitive to use and is customizable to our business." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107599) VP Vedang P. Sales and Operations Strategist > "No Mapping option as well as no Route planning option as well." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161930) JL Joshua L. Academic Tutor > "I haven't found myself complaining or annoyed by using Clarity thus far and I think that's exactly what you're looking for in..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106535) CW Chad W. Regional Sales Manager > "Worse still any notes on a lead become buried in the opp and are no longer front and center." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161036) ED Evan D. Tutor > "Also quite helpful for managing that information." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391) RS Rachel S. Program Coordinator > "The specificity of titles/names is very tedious and can take some time getting used to." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160807) Camilla O. head of creative and design and marketing specialist > "we have had this platform as our crm for years now, it is good that the interface was upgraded to a newer face" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881) MF Matt F. Support and IT > "This is a very clunky workflow as a result." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160460) KS Katie S. Adminstrative Manager > "It's secure, well built, they've been very responsive to our requests, and I appreciate working with them." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583) RA Ralph A. Director of Materials and Marketing > "We were able to customize a great solution but he standard "sales" function did not really fit for our needs." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4431005) MH Monica H. Inside Sales > "The new features I've learned makes clarity much more useful to me." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228) DM David M. Account Executive > "How sometimes I look something up in the crm, and the answer I needed wouldn't show up because of a specific symbol." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4648945) AH Aaron H. Sales > "It's easy to keep track of notes, upload and categorize leads." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6843351) VR Verified Reviewer Developer > "I have not been able to identify any negative aspects or drawbacks to using Claritysoft CRM at this time." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4430566) RT Roxanne T. Sales Consultant > "I like that there are continuous training opportunities" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106791) TM Thomas M. Implementation Specialist > "The login process takes a bit longer than I would prefer." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4649071) MP Michael P. Vice President Commercial Banking > "The drop-down menus are easy to navigate and gets you to the screens needed quickly." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031) CE Chris E. Sales Manager > "This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___2274994) [View Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) MB Melene B. Operations Administrations > "that i can write all my notes and when i am about to call a client i can review my notes and refresh my memory,..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6827583) JM John M. account manager > "How I cannot load a new customers full name and information in one go, I have to put the customer name onto the..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329938) SL Sarah L. Regional Sales Manager > "It is a system that can grow with a company, unlocking new modules and customisations as it is adopted and..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331737) DD Delin D. Social Worker > "It takes several more functions to record case notes, accessing emails and responding to these is very clunky with..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6340870) VR Verified Reviewer Customer Success Executive > "Great tool for tracking past activity ,scheduling future activity and overall managing client relationships." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6860953) VR Verified Reviewer Regional Sales Manager > "I find the emailer difficult to use and a little clunky, and also i dont think the email tracking function works..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6873654) AI Alan I. General Manager > "Excellent - it levelled up our small business use of CRM and product management for increased sales revenue and..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6720592) SR Samantha R. Operations Director > "Sometimes the views need special numbers instead of doing the normal drop downs which can be confusing." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6870628) SJ Shanae J. Customer success Represntative > "The user friendliness and the pipline management, its good for forecasting and with the ability to move a sale..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330187) PR Paul R. Publishing Manager > "Some functionality difficult on a small screen, though with all our custom options hard to tell whether this is..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329868) CH Connor H. IT Technician > "It’s intuitive, well-organized, and makes managing client data and communication smooth and hassle-free." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6846012) SP Shanay P. finance > "sometimes when there is a glitch it takes a few days to fix which is inconvenient." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6869434) OB Oliver B. Manager > "Excellent how all the contacts are stored in one place and connected to each sales order/invoice/purchase order!" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6332948) KF Kelly F. Head of Operations > "Not having alerts for out of date helpdesk tickets and having to manually check" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329890) BB Brigitte B. Director > "They are always supportive to find a solution that fits your business processes. " [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___7074954) MG Michelle G. AST Practitioner > "Can be a bit clunky to use cant work from one page have to come out and click back into different areas" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329980) TJ Thomas J. Head of Assistive Technology Training > "I am happy with how OpenCRM operates for our business and has allowed for customers to be organised better than..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330001) SJ Shanae J. Customer success Represntative > "The mass email feature, its too limiting and requires too much manual support" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330187) MG Michael G. Design Engineer > "Intuitive and simple, the software provides all the necessary functionality and ties together information on..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6342264) MB Mark B. Business Development Manager > "It just gets in the way of the drop box below it and you have to wait for it to go back in its slot." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331468) VR Verified Reviewer Customer Success Executive > "Helps me stay on top of pipeline and day to day activities." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6860953) JB James B. Interim Project Manager > "Our project was initially poorly planned due to staff changes and this reflected in a system that wasn't fit for..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6710167) SL Sarah L. Regional Sales Manager > "This is a very adaptable system, perfect for tracking opportunities and planning work tasks." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331737) SC Sarah C. Business Development Manager > "When i have had refreshers with the team, I've found the pace too fast as I'm not as experienced in navigating..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330407) JL Josh L. Manager > "Very helpful for managing client interactions and staying on top of quoting and project stages." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330038) TG Tom G. Project Design Manager > "Not being able to attach multiple files." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330252) TH Tracy H. Business Development Manager > "I use it daily, I am an ambassador within the company for it and do the training for any new users" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329919) DD Delin D. Social Worker > "Whilst it may be a very good system for some things, it has proved time consuming and clumsy for my type of work" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6340870) PK Phil K. Head of Technical Admin > "Easy to create contacts, being able to create a purchase order from a sales order." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329902) VR Verified Reviewer Head of Operations > "Sometimes it seems to need too many clicks to get back to where I was." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6333210) CH Connor H. IT Technician > "OpenCRM is a very efficient and reliable system with a clean, easy-to-use interface." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6846012) VR Verified Reviewer Mechanical Contracts Manager > "Not enough features to show the full capacity of system" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330558) TG Tim G. Managing Director > "The system does everything I desired (and more) and will allow us to collate and therefore, use our business..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6014121) DH David H. PM > "WYSIWIG email editor can cause formatting problems." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329869) AF Alex F. BDM > "It is very customizable and that helps set it up based on user needs" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329893) MG Michael G. Design Engineer > "The user interface feels slightly dated." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6342264) YG Yvonne G. Business Development Manager > "Easy to use and quick to pick up how to use - good features and quote generation to sales order to invoice is good..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330834) DH David H. PM > "UI can sometimes be clunky and not intuitive." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329869) BB Brigitte B. Director > "The support is fantastic. " [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___7074954) LP Laura P. purchase > "Most of the time crashes and is slow." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329863) CD Christopher D. Principal Investigator > "Being able to integrate with Microsoft 365 is huge" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6335843) AD Alisha D. Business Outcomes Co-ordinator > "Not overly applicable although some of the online help could be better." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329895) LB Leon B. Service Support Technician > "Linking assets to Companies is especially useful" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329953) LB Leon B. Service Support Technician > "It's hard to find Customer responses in Helpdesk" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329953) LP Laura P. purchase > "The details are nice and you can add as much description as you want" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329863) MA Mary A. Head of Commercial Operations, CT > "It is very difficult to read the information on OpenCRM." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6337725) VR Verified Reviewer Accounts and Admin Assistant > "sensitive content hidden\], one of the staff there, is really helpful, answers all questions and showed me some..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330234) SE Steven E. Marketing Manager > "Can be a bit confusing to set up reporting." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6332792) EM Emma M. Service Director > "Very positive, quick to respond to issues and solutions to ensure the platform works as we need it to." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330022) OB Oliver B. Manager > "Also the same problem with payments." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6332948) TH Terry H. Design and Project Manager > "The layout is easy to navigate, the search bar works really well for my needs." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6342703) RA Roxanne A. Sales Executive > "Took me a few weeks to get used to the layout." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329861) CB Connor B. Design Engineer > "ease of use, ability to attach docs quick, search engine." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6330249) AS Alistair S. Account Director > "the upload of pages is very slow most days particularly when requesting Opportunitiesbetter marketing..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4614223) MB Mark B. Business Development Manager > "It is a relatively fast process to find what you are looking for and well laid out." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331468) PK Phil K. Head of Technical Admin > "Not easy to search" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329902) Phillip A. Managing Director > "The team behind the scenes are excellent, support is on hand immediately to me and my team whenever we need it." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331405) JH James H. Client Focus Manager > "when something does update, it can throw the formatting out of the crm layout so notes don't fit as they used to." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4619924) RE Ruth E. Estimator Scheduler > "The customer service team are always accommodating and help with any issues that arise" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329904) JH Joanne H. Assistant Office Manager > "When using Chrome, on occasion, if you press "back" on the webpage, you get a "confirm resubmission" error message..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4611655) SM Shubham M. Electrical Design Engineer > "We can access all the quotations easily." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329883) BC Ben C. Marketing Manager > "The quoting system is difficult to use at first, and isn't the easiest system to adjust when large amounts of..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4626530) GS Gemma S. Senior Account Manager > "It's very visual & straight forward, easy to work & a great tool for working through your own database." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6331446) JF Jamie F. Head of Operations > "There is no way of bulk editing records which for us as a company does slow us down doing manual tasks." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4626430) OL Oliver L. Sales Manager > "OpenCRM allows us to easily manage our customer database which we can go into as much detail as we need with..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4611882) AK Andy K. Head of National Accounts > "This delay means logging information might be missed whilst we wait for the data to be sent across avoiding double..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4626610) SR Samantha R. Operations Director > "Easy and straight forward to use!" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6870628) JH Julie H. Accounts > "The right pop section/ for the messenger, sometimes this gets in the way, when emails or reminders come through,..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4609595) PR Paul R. Publishing Manager > "Highly customisable and responsive." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329868) VO Vickie O. Sales > "There is a few fields that I would like to remove, such as the task durations etc but they are easily ignored." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4611226) KS Karen S. Administrative Assistant > "The reporting function is good" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6313262) MB Marc B. Client Manager > "The Customer service technical understanding seems to of dropped over the last couple of years. When first using..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4611277) SE Steven E. Marketing Manager > "Ease of use is second to none, and the help from their technical team is always quick and 10/10" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6332792) SA Sadiqa A. IT Manager > "If i don't have the correct link for my organisation it is hard to get to the login page" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4614408) SH Suzanne H. Marketing Manager > "Support is always available when yo need it." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6333065) CM Craig M. Technical Account Director > "my experience with Open CRM has been frustrating at times the support has been good but feel it lacks..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4612386) NL Naomi L. booking and scheduling coordinator > "one of the better CRM systems i've used -- everything is really straightforward to use and works well." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___6329867) JH Josh H. 1st Line engineer > "Not as easy on the eye as other Ticketing systems- When you click back on your browser it breaks the site" [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4609240) BC Ben C. Marketing Manager > "The ability to track progress visually is very useful, especially with the sales pipeline and the ability to know..." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4626530) GS Glen S. Contracts Manager > "when interigating statistics it lacks levels of filters." [See full review](https://www.capterra.com/p/129881/OpenCRM/#Capterra___4609260) [View Reviews](https://www.capterra.com/p/129881/OpenCRM/reviews/) ## User interface 4.51 (243) [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/) 4.57 (294) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Activity Dashboard 207 Important AI Copilot 150 Important Alerts/Notifications 120 Important Claritysoft CRM 34/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/123868/Claritysoft-CRM/#features) OpenCRM 34/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/129881/OpenCRM/#features) ### Recognition Claritysoft CRM Best Value Lead ManagementSoftware (2023)  OpenCRM Best Value CRMSoftware (2022)  ### Deployment & support Claritysoft CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos OpenCRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Claritysoft CRM - By Claritysoft - Located in United States - Founded in 2010 OpenCRM - By OpenCRM - Located in United Kingdom - Founded in 2005 ## Popular Comparisons [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) $49/month Price $25/month 4.2 Features 4.4 4.5 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-123868/Salesforce-vs-Claritysoft-CRM) [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) £39/month Price $20/month 4.4 Features 4.4 4.4 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/129881-152373/OpenCRM-vs-HubSpot-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $49/month Price $20/month 4.2 Features 4.4 4.5 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/123868-152373/Claritysoft-CRM-vs-HubSpot-CRM) [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) £39/month Price $25/month 4.4 Features 4.4 4.4 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-129881/Salesforce-vs-OpenCRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $49/month Price $14/month 4.2 Features 4.3 4.5 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/123868-155928/Claritysoft-CRM-vs-Zoho-CRM) [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) £39/month Price $14/month 4.4 Features 4.3 4.4 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/129881-155928/OpenCRM-vs-Zoho-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $49/month Price $50/month 4.2 Features 4.3 4.5 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/123868-157279/Claritysoft-CRM-vs-Dynamics-365) [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) £39/month Price $7/year 4.4 Features 4.5 4.4 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/129881-204998/OpenCRM-vs-Bigin-by-Zoho-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $49/month Price $7/year 4.2 Features 4.5 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/123868-204998/Claritysoft-CRM-vs-Bigin-by-Zoho-CRM) [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) £39/month Price $250/month 4.4 Features 4.7 4.4 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/129881-210630/OpenCRM-vs-Kylas) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) $49/month Price $14.99/month 4.2 Features 4.6 4.5 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/123868-178819/Claritysoft-CRM-vs-EngageBay-Marketing) [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/)[4.57 (294)](https://www.capterra.com/p/129881/OpenCRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) £39/month Price $50/month 4.4 Features 4.3 4.4 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/129881-157279/OpenCRM-vs-Dynamics-365)