# Compare Claritysoft CRM vs Bigin by Zoho CRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Bigin by Zoho CRM and Claritysoft CRM based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/123868-204998/Claritysoft-CRM-vs-Bigin-by-Zoho-CRM --- # Bigin by Zoho CRM vs Claritysoft CRM Features and Cost Comparison Last updated June 29th, 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: Bigin by Zoho CRMClaritysoft CRM2/4 selected [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) [## Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting Price $7.00/year Value-for-Money 4.7 Functionality 4.5 Ease of Use 4.8 Customer Service 4.5 Reviews Sentiment Based on [738 reviews](#user-reviews) Positive 720 Neutral 16 Negative 2 [## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Starting Price $49.00/month Value-for-Money 4.5 Functionality 4.2 Ease of Use 4.5 Customer Service 4.6 Reviews Sentiment Based on [255 reviews](#user-reviews) Positive 240 Neutral 11 Negative 4 ## 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 17,855 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 73%Fit Not enough reviews Feature ratings Data Security \-- Contact Management 4.6 Lead Management 4.5 Sales Pipeline Management 4.7 Activity Dashboard 4.5 72%Fit Missing features Feature ratings Data Security NA Contact Management 4.5 Lead Management 4.5 Sales Pipeline Management 4.5 Activity Dashboard 5.0 User satisfaction User satisfaction 4.7 User reviews[738](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Ease of use 4.8 Functionality 4.5 Value for money 4.7 Customer support 4.5 User satisfaction 4.5 User reviews[255](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 $7Per User, Per Year - Free version - Free trial Price starts from $49Per User, Per Month - Free version - Free trial Best for Best for Bigin is used by real estate agents, software consultants, educators, insurance professionals, legal practitioners, e-commerce sellers, solopreneurs, freelancers, agencies, and nonprofits. 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. ## User reviews Pros & cons NG Nabil G. CEO > "It takes the headache out of CRM management by focusing purely on moving deals forward, and the built-in telephony means I never have to leave..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7121223) VR Verified Reviewer Co-Founder COO > "The platform has limited customization options, which makes it harder to fully adapt the CRM to our specific workflows and business needs. As..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7129766) IP Ibrahim P. Manager > "I have searched a lot of simple, sales pipelines tools, with automations, Bigin by Zoho is the easiest and best in terms of value, and..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7126271) DD Dominic D. Consultant > "The only thing that surprised me a little was the need to archive emails in gmail (as opposed to delete), otherwise they won't persist in the..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7171530) Juan Luis V. Founder > "With Bigin, we now have a much clearer way to see our pipeline, keep track of conversations, and make sure leads do not get forgotten." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7179565) OM Obed M. Operations Manager > "Before Bigin, we struggled to keep track of leads, follow-ups, and deal stages across various spreadsheets, which often led to missed..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6489253) AK V. VP - Sales > "It is value for money - helps manage my teams pipeline and have a single platform to manage all my leads and team performance." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7064310) Clarisa P. COO > "This can limit the evaluation during the free trial for teams that need stronger process control" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7074280) NG Nabil G. CEO > "Bigin is the perfect 'Goldilocks' CRM—not too complex, not too basic, but just right for small teams focused on closing deals rather than..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7121223) TK Tigran K. Owner > "Need integration with Thumbtack, I’m having some difficulties setting up the ability to send SMS, or maybe I just haven’t figured it out yet." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6510191) RDM Rahul Dev M. CEO > "Additionally, the seamless integration with Zoho Campaigns allows for effective lead nurturing and email marketing directly linked to CRM..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6804232) MS Morgan S. Marketing and Sales Manager > "Setting up the automations and workflow can be a little confusing at first when you're looking to create something a little different than..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6452955) AG Amanda G. Office Manager > "Also appreciated that there were lots of templates to start from, and the templates are laid out by teams/groups as well as by industry." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7082309) Eduard X. Sales and Business Development > "Syncing with non-Zoho tools sometimes feels a bit limited or requires additional effort to configure" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6662577) Tamalyn J. Founder > "Bigin by Zoho CRM has very easy to follow UI for the experienced user and for the inexperienced, the free training sessions and webinars and..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7143213) MA Max A. owner > "Having ajax in a tool like that does give an excellent impression at first glance, not having to pop-up to a different window each time you do..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#SoftwareAdvice___5075943) BL Brendan L. Operations Director > "Where it shines uniquely for me is its ability to be repurposed for any internal process that requires a pipeline - support desk, projects,..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6555330) LT Laurence T. Director > "Some basic feature you would expect, ie native text messaging is not included." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6694387) NV Natalia V. BDM > "The integration with other Zoho tools, such as Zoho Projects and Zoho Desk, helps us streamline communication across teams and track progress..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6586154) HH Harry H. Co-Founder > "It was frustrating that i encountered some bugs with the system but after speaking to support they were quick to fix." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7038132) VR Verified Reviewer CEO > "The customisation options and pipeline management tools are perfect for small to medium-sized businesses, ensuring efficient tracking of sales..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6657447) LJ Luiz J. Diretor > "The limit of dashboard elements and lack of conversion rate" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6647486) SB Salma B. Owner > "I especially appreciate the pipeline view, which gives me a clear visual of all my leads and customer interactions, helping me manage my..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6579506) OM Obed M. Operations Manager > "Forms do not allow editing/updating records" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6489253) VR Verified Reviewer Digital Marketing Specialist > "It’s simple to use, helps manage leads and sales pipelines efficiently, and is ideal for small teams, though some advanced features are..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7113247) MM Mathew M. Implementation Consultant > "The feature set is a little lacking, the UI can be confusing at times" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6715078) AD Abhilash D. Assistant Manager > "The integration with other Zoho products and third-party apps is also seamless, enabling businesses to manage their customer relationships..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6432671) DR Daniele R. Administrative Director > "The platform is a bit cumbersome and requires a bit of a learning curve. But still less than some other platforms." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6789760) RDM Rahul Dev M. CEO > "What I liked most about Bigin by Zoho CRM is its simplified pipeline view, which makes tracking deals intuitive and visually clear for teams..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6804232) AC Adhith C. Director > "Doesnt allow integration with facebook ads forms" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6627121) Wendell N. Managing Director > "Bigin by Zoho CRM has been a game-changer for our organization, helping us manage customer relationships, track sales pipelines, and automate..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6455246) Eduard X. Sales and Business Development > "Iy may lack some advanced customization options." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6662577) KvP Kévin P. CEO > "Its integration with other Zoho applications and third-party tools is seamless, providing a cohesive ecosystem for managing various business..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6392455) MR Maksymilian R. Co-owner > "What I miss the most is an overview of the entire email inbox (a view of all emails) so that I can quickly see who opened the email and who..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___5080241) NV Natalia V. BDM > "Its mobile app allows us to stay updated during client meetings or fieldwork, which is invaluable in our fast-paced industry." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6586154) AB Andrea B. Business and Partnership Associate > "A lot of features that I don't need/won't use - would be nice to be able to remove them completely from home page or even have very basic..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6300812) VR Verified Reviewer President > "Bigin has been a great addition to our daily systems as it keeps all the data in one spot for our contacts." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7085230) VR Verified Reviewer COO > "I believe the only thing is the billing for US companies is not very intiutive." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6430064) RDM Rahul Dev M. CEO > "It does not overwhelm you like other CRM, and gets the work done that is managing your leads and deals, tracking them, and having timely..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6804232) TC Trevor C. none > "Short trial time if you not into IT systems can take a while to set up" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6543272) JT June T. owner > "One of Bigin’s strongest features is its mobile app – it’s responsive, well-designed, and allows you to manage your leads on the go." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6768032) MK Madhvendra K. Director > "Some Customisation is not available." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6472422) PK Peter K. CEO > "It has streamlined our lead and sales management, improved team collaboration, and helped us stay more organized and proactive with clients." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7026574) PR Parthiv R. Founder > "User access/permissions functionality is not very detailed" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6638775) VR Verified Reviewer web developer > "Its intuitive interface makes it simple to track leads and deals, while basic automations help save time on daily tasks." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7038999) WM Wong M. Property Realtor > "Onboarding is less than ideal." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7024256) WM Wong M. Property Realtor > "Good for tracking leads, contacts, deals, reminders; light automation for repetitive tasks." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7024256) LV Laure V. EI > "I cannot add my business email - i will try to contact the sales support" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6478255) MB Michael B. Business Dev Manager > "I liked the modular design of the CRM, which allows you to incrementally add on different modules as you scale as a business." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6718087) TK Tre K. Owner > "It took awhile to get my email configure" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6801622) BS Brian S. Owner > "Bigin's clean and simple mobile app is also a big win for me when I'm out with clients—highly recommended if you want flexibility without..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7000733) SS Stefano S. Freelance > "It's designed for freelancers and small agencies, so it lacks small features like a time tracker." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6044422) BS Brian S. Owner > "It works exceptionally well on mobile, which is huge for me since I'm often out with clients. If you're a solo service provider or small team,..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7000733) TD Tribhuvan D. BDE > "Too many features are sometimes confusing." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6571231) AB Alison B. Co-Founder > "It was very intuitive and allowed me to set up both my pipelines and contacts in a way that worked for the industry that I'm in." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7070674) ND Nick D. VP > "I wasn't able to delete/modify some of the built in pipeline features which meant rebuilding them." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___5048476) VR Verified Reviewer Ceo > "You can literally drag-and-drop a deal to the next stage and have the associated automation trigger instantly, which saves significant time." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7046673) AC Alexis C. Technologist > "In my case, I use android and I don't have this feature available, I don't know if it's for iOS. How about an integration with LinkedIn?" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___4903284) AK Akash K. Product Manager > "However, there are some limitations, such as fewer customization options and limited integration with widely used tools. Despite these..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6479495) RB Robert B. CEO > "Support is slow to respond." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6650010) NB Neha B. BDE > "The tool offers detailed reporting and analytics features, allowing users to track key metrics," [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6436542) VR Verified Reviewer Marketing Manager CRM > "Limited customizing options, overall not so useful from mobile in our case." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6136387) BG Bhanu G. Head of Marketing > "It helped me keep track of all my contacts, follow-ups, and deals in one place." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6863001) HP Helmut P. Geschäftsführer > "When importing companies and contacts using the file structures of the sample files, it is irritating that Bigin does not automatically link..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___4833781) ŁUkasz B. CEO > "The interface is clean, the setup is quick, and it’s a very practical solution for small businesses" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7116133) KL Kathy L. CEO > "They also need to have a team in the U.S. as they are very difficult to understand through the thick Indian accent on the phone." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6332761) DC Dev C. Sales Head > "The performance and speed is good and Im getting good customer support from their sales team as well. And it's a secured platform." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7154964) SN Sunil N. Medical Record Review > "Also, the integrations with other Zoho apps can be a bit tricky to set up." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6248925) NG Naveen G. Operations Manager > "The simple, intuitive interface makes it easy for any team member to quickly adapt, streamlining our sales workflow and keeping everything..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6535551) AI Aswadhram I. Business Development Executive > "That's the only thing I found difficult." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6594945) SM Sergio M. CEO > "Drag-and-drop deal cards simplify daily workflows, and the learning curve for new users is minimal—most team members were up and running..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6826173) ND Nicole D. Operations Manager > "Bigin does not provide email routing option" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6207661) DD Dominic D. Consultant > "Love the usability...really sinple to use, so much so that it's a surprise that features are there with only a quick check or online or AI..." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7171530) TF Tahli F. Managing Director > "Doesn't integrate with Zoho Books on the free version" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6315760) GM Gaurav M. Admin > "Superb for Early stage business This software allows you to manage all your sales pipline & nurtureing" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___7014176) RC Rick C. President > "Service is lacking. While the product is easy to use, you will have questions and the service is offshore and very very spotty" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6023520) AS Antonio S. Web Designer, SEO, Marketer > "It helps keep lead tracking and deal management organized, and connects smoothly with other Zoho apps." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6821914) Sneha Y. Sales Executive > "It seems slow to me sometimes and email options seems less." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6343790) PB Piotr B. Key Account Manager > "I started using Bigin when our small business needed a better way to track customer interactions and manage sales leads." [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6826297) RV Raghu V. Chief Growth Officer > "Lacks automated whatsapp integrations" [See full review](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/#Capterra___6160483) [View Reviews](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166588) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166594) 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..." [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) FS Flavia S. Custom Groups Consultant > "I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and customer..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106205) 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) 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) 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) 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) 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) HH Heidi H. Operations Director > "Overall, Claritysoft has helped streamline our day-to-day operations and improve visibility across our sales and customer..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7168138) 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) 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) 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) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7167159) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6749055) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) MD Matthew D. Director > "Exporting lists is also somewhat inconsistent" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106627) 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) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7166457) 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) 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) 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) 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) MC Martin C. Academic Private Tutor > "There is too many buttons." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106260) 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) 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 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) 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) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110317) 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) 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) 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) 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) 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 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) 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) 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) 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) 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) WS Wendy S. Strategic Account Specialist > "mediocre. " [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107318) 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) 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) 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) 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) 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 a..." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106535) 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) 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) 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) [View Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) ## User interface 4.71 (738) 4.50 (255) ## 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 Bigin by Zoho 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/204998/Bigin-by-Zoho-CRM/#features) 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) ### Recognition Bigin by Zoho CRM is recognized as a top-rated tool in 1 Capterra Shortlist reports Claritysoft CRM Best Value Lead ManagementSoftware (2023)  ### Deployment & support Bigin by 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 Bigin by Zoho CRM - By Zoho - Located in United States - Founded in 1996 Claritysoft CRM - By Claritysoft - Located in United States - Founded in 2010 ## Popular Comparisons [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $7/year Price $20/month 4.5 Features 4.4 4.8 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-204998/HubSpot-CRM-vs-Bigin-by-Zoho-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) $7/year Price $25/month 4.5 Features 4.4 4.8 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-204998/Salesforce-vs-Bigin-by-Zoho-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $7/year Price $14/month 4.5 Features 4.3 4.8 Ease of Use 4.2 [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 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (607)](https://www.capterra.com/p/210630/Kylas/reviews/) $7/year Price $250/month 4.5 Features 4.7 4.8 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/204998-210630/Bigin-by-Zoho-CRM-vs-Kylas) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](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) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $7/year Price $50/month 4.5 Features 4.3 4.8 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/157279-204998/Dynamics-365-vs-Bigin-by-Zoho-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (607)](https://www.capterra.com/p/210630/Kylas/reviews/) $49/month Price $250/month 4.2 Features 4.7 4.5 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/123868-210630/Claritysoft-CRM-vs-Kylas) [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,056)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $7/year Price $19/month 4.5 Features 4.3 4.8 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-204998/Pipedrive-vs-Bigin-by-Zoho-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.50 (255)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](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)