---
title: "Compare Claritysoft CRM vs Zoho CRM 2026 | Capterra"
description: "Unsure of what to choose? Check Capterra to compare Zoho CRM and Claritysoft CRM based on pricing, features, product details, and verified reviews."
source_url: "https://www.capterra.com/compare/123868-155928/Claritysoft-CRM-vs-Zoho-CRM"
page_type: "comparison"
language: "en"
---

# Zoho CRM vs Claritysoft CRM Features and Cost Comparison

Last updated September 16th, 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:

Zoho CRMClaritysoft CRM2/4 selected

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

[## Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting Price

$14.00/month

Value-for-Money

4.3

Functionality

4.3

Ease of Use

4.2

Customer Service

4.1

Reviews Sentiment

Based on [6,999 reviews](#user-reviews)

Positive

5,962

Neutral

781

Negative

256

[## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Starting Price

$29.00/month

Value-for-Money

4.5

Functionality

4.2

Ease of Use

4.5

Customer Service

4.6

Reviews Sentiment

Based on [256 reviews](#user-reviews)

Positive

241

Neutral

11

Negative

4

What’s your intended use case?

## Summary

* * *

Key features rated by users

Features selected based on 13,596 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

83%Fit

Feature ratings

Data Security

4.5

Contact Management

4.4

Activity Dashboard

4.6

Contact Database

4.4

Data Import/Export

4.3

81%Fit

High performer

Feature ratings

Data Security

4.6

Contact Management

4.5

Activity Dashboard

5.0

Contact Database

4.8

Data Import/Export

4.2

User satisfaction

User satisfaction

4.3

User reviews[6,999](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Ease of use

4.2

Functionality

4.3

Value for money

4.3

Customer support

4.1

User satisfaction

4.5

User reviews[256](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Ease of use

4.5

Functionality

4.2

Value for money

4.5

Customer support

4.6

Price starts from

Price starts from

$14Per User, Per Month

-   Free version
-   Free trial

Price starts from

$29Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Zoho CRM can be used by businesses of all sizes. Teams can even build a custom version of Zoho CRM.

Best for

Claritysoft CRM offers powerful, easy-to-use, and affordable solutions for small, medium, and large businesses. High flexibility and easy customization let us serve most industries.

## User reviews

Pros & cons

AD

Alexandre D.

Secretary General

> "The best I can say is that it’s a stable and solid option for properly midsize businesses such as ours, where we need a blend of capabilities in contact administration, e-mail..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7169340)

Joseph T.

CEO

> "During that time, Zoho repeatedly threatened service suspension despite being unable to provide a functioning invoice or payment method. When a usable invoice and payment link..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7094111)

RS

Radha S.

Legal Assistant

> "It’s a robust, feature‑rich platform that excels at centralizing customer data, automating workflows, and supporting end‑to‑end CRM processes."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

RS

Radha S.

Legal Assistant

> "In some areas, the user interface also felt a bit less intuitive or cluttered, particularly when navigating between modules or customizing layouts, which could slow things..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

Harshul S.

Senior. Technical Support Specialist for Network Operations

> "It helps me keep track of leads, follow‑ups and tasks without losing things in emails. Once everything is set up properly it runs smooth and fits into my daily workflow."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131806)

AS

AJ S.

CIO - Chief Information Officer

> "Advanced Analytics to get core business intelligence is tricky, Core Metric tracking can be complete pain if embedded system values are over-written with semantics that are..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

KA

Khyan A.

Senior Business Development Representative

> "It's a flexible platform that offers a wide range of business functionality and can support a variety of teams and processes without needing multiple disconnected systems."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7188408)

KA

Khyan A.

Senior Business Development Representative

> "The biggest challenge is that the platform can sometimes feel like it's trying to do a lot of things at once. While the interface is generally good, certain areas can feel a..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7188408)

RS

Radha S.

Legal Assistant

> "I also appreciated how seamlessly it integrates with other Zoho applications—email, reporting, automation, and analytics—which made managing customer data and follow‑ups much..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

AS

AJ S.

CIO - Chief Information Officer

> "Customisation - especially for Zoho Books for users moving from Tally - is a very long drawn out and painful process - from a development as well as a psychological..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

SM

Sourav M.

Supervisor

> "The Workflow Management tools are highly customizable—you can automate almost any repetitive task if you take the time to map it out."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7161540)

VR

Verified Reviewer

Ceo

> "Zoho CRM's biggest drawbacks are its steep learning curve due to a cluttered interface and inconsistent customer support response times for non-premium users."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7100569)

VR

Verified Reviewer

Travel Consultant

> "My overall experience with Zoho CRM has been positive most times, once i set up my page, ZOHO CRM does an amazing job keeping everything organized from leads, contacts, deals..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7135940)

AS

AJ S.

CIO - Chief Information Officer

> "The CRM system is very difficult to customise - especially if you want a proper view of the business - Sales, Operations, Support, Accounts, Admin."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

PRAGATI S.

HR Manager

> "It helps streamline customer management, track leads, and organize sales activities in an efficient way."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7152340)

SM

Sourav M.

Supervisor

> "The platform's overall Design can feel a bit dated and cluttered compared to more modern CRMs. Because of its depth, Ease of Use takes a hit initially; there is a undeniably..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7161540)

VR

Verified Reviewer

Project Analyst

> "Zoho CRM made it easy to manage our Sales pipeline by providing a structured view of leads/deals, plentiful integration options, out of the box analytics and a helpful support..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7107263)

VR

Verified Reviewer

Commercial manager

> "I don't like how it displays the names together.it needs better google integration..its very weak on how it links your mail .i found other crm eadier.more options to not save..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7082808)

YN

Yasmine N.

Customer Services Manager

> "Use of the product has also enabled us to accurately forecast sales and visualise our sales pipelines."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7178329)

LG

Laura G.

Owner

> "I spend hours trying to fix my bank uploads and figuring out when their service broke down. "

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7176902)

EW

Evangeline W.

Small Business Owner

> "Zoho CRM offers powerful tool that allows me to manage sales, marketing and customer support procedures in one spot."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7008596)

RS

Radha S.

Legal Assistant

> "Some areas of the interface can feel a bit dense, which may slow down new users initially."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

CC

Connor C.

Data Analyst

> "We are able to design the software to fit our very specific needs, and it can be different for each of our separate teams."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7118584)

RR

Rasilkrishnan R.

Data analyst

> "It is very hard to create new developments inside zoho with is not default in Zoho"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7136401)

KA

Khyan A.

Senior Business Development Representative

> "From a SaaS and SDR perspective, it provides good visibility into customer information, activities, and workflows while remaining relatively easy to use once you're familiar..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7188408)

VR

Verified Reviewer

Marketing Manager

> "The standard reports didn't quite fit what we required and it was difficult to find the relevant fields when creating custom reports."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7012119)

CC

Connor C.

Data Analyst

> "Overall, Zoho fits our needs well and the workflows and custom nature of the CRM are great, but also leads to it being complicated to manage."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7118584)

VR

Verified Reviewer

Travel Consultant

> "That being said, it's not perfect, in the early startup, it was a bit frustrating and every now and then, the platform looked a bit clustered."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7135940)

VR

Verified Reviewer

Project Analyst

> "Zoho CRM is a solid product with a helpful support team and a strong product roadmap, Zoho CRM is a strong choice for any small business looking to manage their sales activity."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7107263)

AM

Andrea M.

Academic Director

> "What’s worse, after simply requesting a demo, I was relentlessly bombarded with calls—up to 10 times a day, starting as early as 7 a.m. While I understand the intention is to..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6810176)

MND

Mamute Nicholas D.

Sales and Marketing Specialist

> "Its proficiency in assessing the effectiveness of marketing campaigns provides performance details, reach and outcomes that helps us understand the impact of our campaigns on..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466)

DM

David M.

Technical Support Engineer

> "I do not like that fields and reports require time to be customized; I still use our administrator to make more complicated changes."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7065659)

AS

Abhishek S.

Ops Manager

> "Two things I liked the most about Zoho CRM is the AI powered Sales Assistant Zia which has helped me analyze quicker and second the way I was able to Analyze and find a..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6656933)

MS

Mallory S.

Clinical Operations Manager

> "I do not always love the lay out, sometimes it is not super intuitive, especially if you are not in it on a daily basis."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287)

MRUR

MD RIAJ UDDIN R.

Marketing Manager

> "Its deal pipeline feature helps streamline lead management by organizing them according to their stages, making it easier to track progress and close deals efficiently."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6548669)

LG

Laura G.

Owner

> "On a quarterly basis the bank links do not work. "

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7176902)

EJ

Emily J.

Sales Manager

> "I used it to manage a pipeline of more than 100 prospects and the real-time analytics allowed me to recognize opportunities and close deals quicker."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6745866)

PB

Philip B.

Operations Manager

> "Impossible to get a timely or logical response to an obvious problem caused by Zoho."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7131331)

Arpit P.

IT Consultant

> "The platform allows you to customize modules, workflows, and dashboards to place with specific business needs which makes it highly adaptable."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6558299)

DJL

David J. L.

Creative Production Manager

> "The mobile app is slightly clunky compared with the desktop web interface, especially when updating project notes on the fly."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6800187)

MND

Mamute Nicholas D.

Sales and Marketing Specialist

> "Additionally , it is flexible and offers customization options to fit into our workflow and has allowed us to tailor it to our unique needs and requirements."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466)

NP

Narender P.

Pre-sales consultant

> "All is good, but scheduling a reminder calls sometimes i get frustrated because when we done the calls everytime they ask how much the duration of calls like they ask minutes..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6595893)

AS

Alan S.

IT Project Manager

> "It’s highly customizable — you can easily customize modules, fields, layouts, workflows, and dashboards to match business processes."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7001282)

VR

Verified Reviewer

Executive Assistant

> "Many users report that Zoho CRM's customer support can be slow and unresponsive, making it frustrating to resolve critical issues or seek assistance."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6618626)

MS

Mallory S.

Clinical Operations Manager

> "I like the various features within to help keep the team organized and easily locate our client's information."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287)

MK

Megan K.

Senior Marketing Manager

> "I came from HubSpot so maybe I have been spoilt but I’ve found the transition to Zoho difficult and cumbersome - it doesn’t have the built in basic functionality that HubSpot..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6739858)

JR

John R.

Social media marketer

> "We rely on it in our work and in the reports we provide due to its clarity and ease of understanding for non-specialists."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7159243)

OA

Okan A.

Director

> "One of them accepted to honor refund as per their terms and condition within 30 days, and then wasted 3 weeks to response only to be told it is passed the 30 days."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564315)

Jamie Morgan W.

Sales Associate

> "Zoho CRM offers very reliable customer engagement tools that has helped us to streamline our interactions with customers and close sales deals quickly."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697)

TW

Toshia W.

Owner

> "The mobile app can feel clunky, and support response times can be slow, which can be frustrating when you need quick help."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6547855)

VR

Verified Reviewer

Business Analyst

> "I liked the dashboard analytics and AI features in the Zoho CRM, almost all the things have been automated by this crm software which are necessary to run your business and..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6599377)

DA

Dana A.

Managing Partner

> "I try to strip out the clutter to keep it user-friendly, but their limits on customization make that difficult—and that’s frustrating when I just want simplicity.""

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6797825)

SG

Sauve G.

Sales Representative

> "I really like how Zoho CRM centralize customer data and potential leads in one organized place .An"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7161378)

Joseph T.

CEO

> "This occurred despite Zoho being fully aware that the delay was caused entirely by its own billing failures."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7094111)

PRAGATI S.

HR Manager

> "It makes it easy to track leads, manage sales pipelines, and follow up with clients efficiently."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7152340)

OP

Orla P.

Head of Sales

> "However, its steep learning curve and occasional performance issues can create initial challenges for new users, particularly those without prior CRM experience."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564281)

AMM

Asan Mohammed M.

STRUCTURE DESIGN

> "Zoho CRM is user-friendly and versatile,affordable and accessible to businesses of all sizes,and offers multiple editions with different pricing plans,has improved their lead..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6617394)

DG

David G.

Head of Commercial Growth and Partnerships

> "The sheer number of options can sometimes be excessive, leading to features going unused or confusing users who don’t need advanced capabilities."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6584703)

Junko O.

Business Consultant

> "We implemented Zoho CRM in our company six months ago and it has been a remarkable transformation in our customer relationship management. Since incorporating sales..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6581301)

AS

Abhishek S.

Ops Manager

> "I was not able to perform a lot of customization probably because I have not explored all the customizations that is possible."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6656933)

AS

AJ S.

CIO - Chief Information Officer

> "It's been a 3+ year journey with Zoho. If the Zoho ecosystem had been a bit better thought-out with easy customisations the journey shouldn't have taken more than 1 year. If..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

FR

Farheen R.

Senior Manager- New Business

> "The reminders that we set only appears as web-based push notifications and I often tends to lose it."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6663851)

Jamie Morgan W.

Sales Associate

> "Zoho CRM has customer segmentation functions which help us to offer our customers with personalized services based on their preferences."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697)

AMM

Asan Mohammed M.

STRUCTURE DESIGN

> "Zoho CRM requires extensive customization to be usable,CRM has technical limitations, such as:"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6617394)

KK

Krishna K.

Admin

> "Zoho CRM displays a high level of quality marketing automation capabilities, more so on striking a good balance between functionality, customization and affordability."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7000719)

OA

Okan A.

Director

> "Dishonest people, They just wasted time tool 3 weeks to respond and than told me it was passed due. if it wasn't upfront 1 year payment i would move my company, i will..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6564315)

SM

Sourav M.

Supervisor

> "Once properly configured, it’s an incredibly powerful engine for managing data and automating workflows."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7161540)

PG

Praveen G.

Assistant manager

> "While Zoho CRM integrates with many tools, setting up and maintaining these integrations can sometimes be tricky or unreliable"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6582098)

MND

Mamute Nicholas D.

Sales and Marketing Specialist

> "We are reaping tons of benefits ranging from streamlined sales and marketing processes, improved customer relationships and retention to enhanced business performance."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466)

ICO

Ilhan Can O.

Senior Associate

> "Sometimes we experience minor errors/glitches; e.g. search bar (does not directly go to the page when you click on the search result) and new customer profile is not saved..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6101344)

Cristin H.

Office manager

> "The best part about Zoho CRM is it's incredible value for money and customization options."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7177143)

VR

Verified Reviewer

HR and Admin Manager

> "According to me the only con is - Content management limitations - Data import and data export limitations only."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7003720)

Junko O.

Business Consultant

> "With a wide range of features and functionalities, this system suits the needs of small and large businesses, allowing full control over the customer lifecycle."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6581301)

RR

Rasilkrishnan R.

Data analyst

> "It is no good at customisation."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7136401)

TW

Toshia W.

Owner

> "The automation features save me so much time, and I can customize it to fit my business perfectly. Plus, it’s budget-friendly, which is a huge plus for me as a small business..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6547855)

PB

Prasad B.

Web Developer

> "Zoho's Customer support is limited while integrating third-party apps with CRM"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6727144)

KA

Khyan A.

Senior Business Development Representative

> "Being cloud-based made it easy to access information from anywhere, and it integrated reasonably well with other business systems."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7188408)

VR

Verified Reviewer

Director

> "One aspect of ZOHO CRM that some users may find less favorable is its pricing structure. While it offers a free version and various pricing tiers, the cost can add up,..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___5077735)

Cristin H.

Office manager

> "The platform makes tracking sales leads simple and highly effective"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7177143)

PS

Peter S.

Director

> "Not keen on having to visit separate window for each module."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7096821)

Max P.

Sales Director of Channel

> "Ease of Adoption: Zoho CRM's intuitive interface, coupled with SMF360's expert guidance, made onboarding seamless."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6645121)

AS

AJ S.

CIO - Chief Information Officer

> "Customisation - especially for Zoho Books for users moving from Tally - is a very long drawn out and painful process - from a development as well as a psychological..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7026283)

VR

Verified Reviewer

Brand and Product Marketing lead

> "Zoho dashboards with all the detailed information with some very good colours"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6584486)

RS

Radha S.

Legal Assistant

> "Some areas of the interface can feel a bit dense, which may slow down new users initially."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7139286)

Shelmith S.

Admin Virtual Assistant

> "The CRM has simplified my work and I have everything at a touch of a button."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6088264)

AK

Arif K.

Executive Assitant

> "The interface can feel a bit complex and overwhelming at first, especially for new users."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6567360)

Cris N.

Founder and Creative Director

> "Zoho CRM has an intuitive interface which is well laid and straightforward making it very user friendly."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___5057180)

EJ

Emily J.

Sales Manager

> "As a CRM newbie, the interface can seem cluttered and overwhelming at first."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6745866)

KA

Khyan A.

Senior Business Development Representative

> "Being cloud-based made it easy to access information from anywhere, and it integrated reasonably well with other business systems."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7188408)

PG

Praveen G.

Assistant manager

> "While Zoho CRM integrates with many tools, setting up and maintaining these integrations can sometimes be tricky or unreliable"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6582098)

VR

Verified Reviewer

business development

> "Zoho CRM impresses with integrated apps, seamless integration, scalability, mobile accessibility , collaborative features and extensive support."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#GetApp___6039026)

AM

Alfred M.

Consultant

> "Integration with some third-party apps can be tricky and may require extra setup time."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6563316)

Hemant A.

Data Analyst

> "Also a thing that i like about zoho is that it integrates seamlessly with a wide range of third-party applications which allows us to connect various systems and helps in..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6429716)

RT

Robert T.

Marketing Director

> "It can be difficult to integrate with with other applications you might already have within your organization."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6004488)

Arpit P.

IT Consultant

> "The platform’s integration with other Zoho applications and third-party tools has helps a lot."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6558299)

CW

Christian W.

CEO

> "there is not integration testing between the different modules."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6169747)

Akhtar S.

Senior HR Executive

> "Overall experience has been very good from transitioning from a traditional software to all-in-one tool."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7178747)

MS

Mallory S.

Clinical Operations Manager

> "I do not always love the lay out, sometimes it is not super intuitive, especially if you are not in it on a daily basis."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7114287)

Mararia D.

UIUX Designer

> "What i like about Zoho CRM is software is versatile and can be used in a wide variety of ways."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6567270)

MK

Megan K.

Senior Marketing Manager

> "I came from HubSpot so maybe I have been spoilt but I’ve found the transition to Zoho difficult and cumbersome - it doesn’t have the built in basic functionality that HubSpot..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6739858)

VR

Verified Reviewer

Designer

> "An easy-to-use application that provides a good overview of open items and to-do."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6526470)

RB

Ryan B.

Software Developer

> "It is very busy, in the sense that there are alot of moving parts and is not as intuitive as it could be."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___5091281)

DA

Dana A.

Managing Partner

> "It was simple, reliable, and helped me stay organized."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6797825)

JG

Joshua G.

VP

> "Simply put, It was so complicated to use."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6865161)

KA

Khyan A.

Senior Business Development Representative

> "From a SaaS and SDR perspective, it provides good visibility into customer information, activities, and workflows while remaining relatively easy to use once you're familiar..."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7188408)

VR

Verified Reviewer

Ceo

> "Zoho CRM's biggest drawbacks are its steep learning curve due to a cluttered interface and inconsistent customer support response times for non-premium users."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___7100569)

Jamie Morgan W.

Sales Associate

> "Zoho CRM offers very reliable customer engagement tools that has helped us to streamline our interactions with customers and close sales deals quickly."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697)

VR

Verified Reviewer

Executive Assistant

> "Many users report that Zoho CRM's customer support can be slow and unresponsive, making it frustrating to resolve critical issues or seek assistance."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6618626)

Jamie Morgan W.

Sales Associate

> "Zoho CRM has customer segmentation functions which help us to offer our customers with personalized services based on their preferences."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6754697)

PB

Prasad B.

Web Developer

> "Zoho's Customer support is limited while integrating third-party apps with CRM"

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6727144)

MND

Mamute Nicholas D.

Sales and Marketing Specialist

> "We are reaping tons of benefits ranging from streamlined sales and marketing processes, improved customer relationships and retention to enhanced business performance."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6777466)

Himaanshu L.

Team Lead- Customer Success

> "The customer support services need to be little improved and sometimes I notice slight lags."

[See full review](https://www.capterra.com/p/155928/Zoho-CRM/#Capterra___6639432)

[View Reviews](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

PC

Peter C.

Operations Manager

> "The core features for managing contacts, deals, and email logging work reliably enough for basic needs, so we can get through our day-to-day..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

JK

Josh K.

Sales Manager

> "Claritysoft is not nearly customizable enough, and does not support the us of global constants, such as labor rates, service rates, zones,..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

PC

Peter C.

Operations Manager

> "One of the best things about Claritysoft CRM is that you can send emails directly from within the platform and they are automatically logged..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

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 the total time..."

[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 businesses..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

HL

Henry L.

Tutor

> "It can be a bit tedious to update information that is repetitive and stays the same between weeks, especially when meetings are at the same..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166588)

FS

Flavia S.

Custom Groups Consultant

> "The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a few..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

PC

Peter C.

Operations Manager

> "Navigation isn’t very intuitive, buttons and menus are difficult to tap accurately, and some features that work fine on the desktop version..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

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 the..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106221)

RR

Reagan R.

Pharmacy Automation Consultant

> "This creates extra work when building quotes and has prevented us from fully transitioning that process to the online platform. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166447)

HH

Heidi H.

Operations Director

> "Overall, Claritysoft has helped streamline our day-to-day operations and improve visibility across our sales and customer management..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7168138)

JK

Josh K.

Sales Manager

> "There is also no way to insert dynamic images or dynamic links into quote templates or sales templates."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

FS

Flavia S.

Custom Groups Consultant

> "I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and customer interactions."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205)

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)

RR

Reagan R.

Pharmacy Automation Consultant

> "Claritysoft makes it easy to keep track of customers, quotes, follow-ups, and sales opportunities all in one place. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166447)

PG

Paul G.

VP

> "The only negative is that you can't click on an attached file and have it previewed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166428)

KS

Kathy S.

CMO

> "Claritysoft is a program that is easy to use, gives all the information needed, and allows for customization that fits what we are looking..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7167159)

BA

Blake A.

Sales Manager

> "We are a very custom manufacturing business and are not able to use the quote module."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166448)

Mandi H.

Office Manager

> "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..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7182253)

NM

Nikki M.

Business development

> "Also, when emailing, it takes literally seconds to send 300 emails!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

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 new fields,..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6749055)

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)

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)

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 screen."

[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 confidentiality."

[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)

JK

Josh K.

Sales Manager

> "Overall, I like ClaritySoft, but I have had to get far more creative with building out the quote templates than I ever thought I would."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

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)

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)

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 functionality."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869007)

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)

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)

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)

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)

MC

Martin C.

Academic Private Tutor

> "There is too many buttons."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106260)

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)

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)

NM

Nikki M.

Business development

> "It is a great way to get all of my clients in an easy manageable way!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

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)

HL

Henry L.

Tutor

> "I find it pretty straightforward to use and the information is generally well organized for what I do."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166588)

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)

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)

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)

JB

Jillian B.

Territory Manager

> "Easy to navigate, filter data, and find accounts!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166412)

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)

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)

NQ

Naved Q.

Sales Engineer

> "The layout was not simple or user friendly."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7168247)

NM

Nikki M.

Business development

> "it adds so much value to my marketing campaigns!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

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)

JK

Josh K.

Sales Manager

> "I like that ClaritySoft is affordable, especially on a per-user basis."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457)

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)

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)

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)

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)

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)

BS

Beth S.

Marketing & Design

> "I also must add in here the ability to create advanced reports based on our company's unique needs to this list. Because of Claritysoft, I..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___5086250)

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)

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)

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)

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)

WS

Wendy S.

Strategic Account Specialist

> "mediocre. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

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)

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)

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 around for a good..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110317)

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)

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)

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)

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)

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)

JR

Johan R.

Tutor

> "The way they organized the tabs was useful for being able to access information, while not overloading everything into one screen."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106389)

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)

TM

Thomas M.

Implementation Specialist

> "The user friendly interface is extremely easy to use. If any problems ever occur, it is very easy to contact someone for assistance."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4649071)

PC

Peter C.

Operations Manager

> "Navigation isn’t very intuitive, buttons and menus are difficult to tap accurately, and some features that work fine on the desktop version..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594)

HR

Heidi R.

Business Development

> "The ease of use and clarity of the screens and layout."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___3185358)

PG

Paul G.

VP

> "The only negative is that you can't click on an attached file and have it previewed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166428)

JS

Jessica S.

Admin

> "Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

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 functionality."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869007)

Mandi H.

Office Manager

> "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..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7182253)

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)

NM

Nikki M.

Business development

> "It is a great way to get all of my clients in an easy manageable way!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7173699)

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)

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)

WS

Wendy S.

Strategic Account Specialist

> "mediocre. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318)

JS

Jessica S.

Admin

> "Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106649)

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)

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)

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)

[View Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

## User interface

4.31 (6,999)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)

4.50 (256)

## 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

Activity Tracking

150

Important

Adaptive Learning

120

Important

Zoho CRM

Top features

32/50

-   Activity Dashboard
-   Activity Tracking
-   Adaptive Learning
-   AI Copilot
-   AI Text Generation
-   Alerts/Notifications
-   API
-   Audience Targeting
-   Autonomous Task Execution
-   Batch Processing
-   Brand Tracking
-   Breadth of Partner Applications
-   Business Card/Badge Scanning
-   Calendar Management
-   Calendar/Reminder System
-   Calendar Sync
-   Call Center Features
-   Campaign Management
-   Case Management
-   Channel Management
-   Collaboration Tools
-   Commission Management
-   Communication Management
-   Contact Database
-   Contact Management
-   Content Management
-   Contract/License Management
-   CRM
-   Cross-system Integration
-   Customer Contract Management
-   Customer Database
-   Customer Engagement
-   Customer Journey Mapping
-   Customer Segmentation
-   Customer Social Profiles
-   Customer Support
-   Customer Support Portal
-   Customizable Fields
-   Customizable Reports
-   Customizable Templates
-   Customization
-   Data Import/Export
-   Data Import & Export Tools
-   Data Security
-   Data Visualization
-   Deal Management
-   Decision Making
-   Desktop Integration
-   Document & Content Mgmt.
-   Document Management

[See all features](https://www.capterra.com/p/155928/Zoho-CRM/#features)

Claritysoft CRM

24/50

-   Activity Dashboard
-   Activity Tracking
-   Adaptive Learning
-   AI Copilot
-   AI Text Generation
-   Alerts/Notifications
-   API
-   Audience Targeting
-   Autonomous Task Execution
-   Batch Processing
-   Brand Tracking
-   Breadth of Partner Applications
-   Business Card/Badge Scanning
-   Calendar Management
-   Calendar/Reminder System
-   Calendar Sync
-   Call Center Features
-   Campaign Management
-   Case Management
-   Channel Management
-   Collaboration Tools
-   Commission Management
-   Communication Management
-   Contact Database
-   Contact Management
-   Content Management
-   Contract/License Management
-   CRM
-   Cross-system Integration
-   Customer Contract Management
-   Customer Database
-   Customer Engagement
-   Customer Journey Mapping
-   Customer Segmentation
-   Customer Social Profiles
-   Customer Support
-   Customer Support Portal
-   Customizable Fields
-   Customizable Reports
-   Customizable Templates
-   Customization
-   Data Import/Export
-   Data Import & Export Tools
-   Data Security
-   Data Visualization
-   Deal Management
-   Decision Making
-   Desktop Integration
-   Document & Content Mgmt.
-   Document Management

[See all features](https://www.capterra.com/p/123868/Claritysoft-CRM/#features)

### Recognition

Zoho CRM is recognized as a top-rated tool in 5 Capterra Shortlist reports

Claritysoft CRM

Best Value CRM Software (2023) 

Best Value CRM Software (2022) 

### Deployment & support

Zoho 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

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

### Company Details

Zoho CRM

-   By Zoho
-   Located in United States
-   Founded in 1996

Claritysoft CRM

-   By Claritysoft
-   Located in United States
-   Founded in 2010

## Popular Comparisons

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vs

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$14/month

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4.3

Features

4.4

4.2

Ease of Use

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[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

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[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

vs

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4.2

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[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/)

$29/month

Price

$25/month

4.2

Features

4.4

4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/61368-123868/Salesforce-vs-Claritysoft-CRM)

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$14/month

Price

$7/year

4.3

Features

4.5

4.2

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/155928-204998/Zoho-CRM-vs-Bigin-by-Zoho-CRM)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

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$29/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)

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

vs

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$14/month

Price

$250/month

4.3

Features

4.7

4.2

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/155928-210630/Zoho-CRM-vs-Kylas)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](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 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

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Features

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4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/123868-204998/Claritysoft-CRM-vs-Bigin-by-Zoho-CRM)

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$14/month

Price

$50/month

4.3

Features

4.3

4.2

Ease of Use

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[View full comparison](https://www.capterra.com/compare/155928-157279/Zoho-CRM-vs-Dynamics-365)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

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$29/month

Price

$250/month

4.2

Features

4.7

4.5

Ease of Use

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[View full comparison](https://www.capterra.com/compare/123868-210630/Claritysoft-CRM-vs-Kylas)

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

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4.3

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4.2

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[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (256)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

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