# Compare Claritysoft CRM vs Apptivo 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Apptivo and Claritysoft CRM based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/123868-228915/Claritysoft-CRM-vs-Apptivo

---

# Apptivo vs Claritysoft CRM Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

ApptivoClaritysoft CRM2/4 selected

[Apptivo](https://www.capterra.com/p/228915/Apptivo/)[4.4 (708)](https://www.capterra.com/p/228915/Apptivo/reviews/)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

[## Apptivo](https://www.capterra.com/p/228915/Apptivo/)[4.4 (708)](https://www.capterra.com/p/228915/Apptivo/reviews/)

Starting Price

$15.00/month

Value-for-Money

4.7

Functionality

4.3

Ease of Use

4.2

Customer Service

4.7

Reviews Sentiment

Based on [708 reviews](#user-reviews)

Positive

643

Neutral

51

Negative

14

[## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.6

Functionality

4.2

Ease of Use

4.5

Customer Service

4.6

Reviews Sentiment

Based on [243 reviews](#user-reviews)

Positive

231

Neutral

8

Negative

4

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## Summary

* * *

Key features rated by users

Features selected based on 17,542 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

69%Fit

Not enough reviews

Feature ratings

Data Security

\--

Contact Management

4.6

Lead Management

4.6

Sales Pipeline Management

4.5

Activity Dashboard

3.3

72%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

4.5

Lead Management

4.4

Sales Pipeline Management

4.5

Activity Dashboard

5.0

User satisfaction

User satisfaction

4.4

User reviews[708](https://www.capterra.com/p/228915/Apptivo/reviews/)

Ease of use

4.2

Functionality

4.3

Value for money

4.7

Customer support

4.7

User satisfaction

4.5

User reviews[243](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

Ease of use

4.5

Functionality

4.2

Value for money

4.6

Customer support

4.6

Price starts from

Price starts from

$15Per User, Per Month

-   Free version
-   Free trial

Price starts from

$49Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Designed for businesses of all sizes from independent consultants to billion-dollar enterprises. Apptivo offers business different apps that are highly configurable for most types of companies.

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

Linda S.

Owner

> "Its integration capabilities allow me to create a tailored tech ecosystem that perfectly suits my unique requirements."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___5074053)

HO

Herman O.

Business Analyst

> "The receiving email functionality is not great and we will continue using Outlook."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___5030807)

TLC

Theresa L C.

Executive Director

> "Customer Service is great. If you have an IT department that can do your troubleshooting you will find a willing and..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4949005)

SKV

Sumit Kumar V.

Tech Lead

> "Little bit costly and performance is average."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___5022187)

MZ

Maira Z.

Director of Sales

> "We required significant system customizations and most were successfully implemented. While we have trouble resolving..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4225813)

VR

Verified Reviewer

sole trader

> "Having paid for a years sub, I tried using Apptivo and just couldn't get on with it. "

[See full review](https://www.capterra.com/p/228915/Apptivo/#GetApp___4932375)

Linda S.

Owner

> "It's like a seamless extension of my experience at Google, making my CRM journey that much smoother."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___5074053)

VR

Verified Reviewer

sole trader

> "I am self employed and was going through a lot of personal strain and worry at the time. "

[See full review](https://www.capterra.com/p/228915/Apptivo/#GetApp___4932375)

SK

Sal K.

CEO

> "This program with all its functionalities helps to manage my company."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4950429)

SW

Scott W.

Principal

> "The android app is not ideal."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___5050513)

SS

Sagnik S.

ceo

> "very easy to used"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___6385593)

MM

Michael M.

CTO

> "System updates on the hosted version are not communicated so we don't know when updates happen."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3826321)

TM

Tracie M.

Certified Wedding Planner

> "We have been searching for a software to take over bridal lead follow-up and my assistant found this and although it has..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3676993)

ML

Michele L.

Project Manager

> "The inability to report on fields that live in different apps."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4646815)

AM

Anda M.

marketing manager

> "marketing tools, customer help the way the people helped me"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4885592)

KE

Kristin E.

marketing consultant

> "The \[SENSITIVE CONTENT\] of the rescue is not tech savvy and is constantly on the road picking up feral cats, taking cats..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3329032)

Andrei P.

Data Scientist

> "The great thing about Apptivo is that it can scale and reach other areas/departments as your company growths. "

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3827293)

VR

Verified Reviewer

sole trader

> "I didn't like it at all and wanted a refund. "

[See full review](https://www.capterra.com/p/228915/Apptivo/#GetApp___4932375)

VS

Veronica S.

Consultant

> "The settings interface within each app makes it very easy to learn how to customize basic field, views, and list options..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3316192)

AB

Amy B.

Marketing Manager

> "A little clunky at times, desktop app doesn't have full functionality."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4380911)

VS

Veronica S.

Consultant

> "Apptivo allows for a broad range of customization possibilities, making it an excellent out-of-the box option for..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3316192)

RI

Robert I.

Energy Reporting Team Lead / Software Support

> "Custom reporting capabilities are limited."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4779434)

DR

Daniel R.

Head of Regional Development

> "It is an easy to use product and has the flexibility to customise"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4898292)

AO

Amanda O.

CEO

> "sometimes it gives some errors and hangs and it is not possible to support it at the time"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4428247)

AT

Alan T.

Director

> "Any CRM has its glitches, The customer service from Apptivo is always a click away, professional courteous and efficient..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3605869)

SG

Suzie G.

Associate

> "I would find it hard to rely on it if it were solely for accounts purposes and not targets."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3619466)

MR

Masud R.

Human Resource Manager

> "It is a great help desk solution and makes customer success easy"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___6129273)

VR

Verified Reviewer

sole trader

> "Not pleasant to interact with. "

[See full review](https://www.capterra.com/p/228915/Apptivo/#GetApp___4932375)

DB

Dawn B.

Marketing Manager

> "It has moved on from being a simple contact and email marketing system to a business tool that helps our internal..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3237277)

SP

Saijal P.

CEO

> "I was charged and then harassed for more money and when I didn't pay they locked me out of my account."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4459262)

MS

Marc S.

Director

> "My configuration support rep ("\[sensitive content hidden\]") has been a tremendous help in custom configuration..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4573743)

VR

Verified Reviewer

sole trader

> "Buying it was a mistake."

[See full review](https://www.capterra.com/p/228915/Apptivo/#GetApp___4932375)

Linda S.

Owner

> "One of the key selling points is its ease of use."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___5074053)

Minsu K.

CEO

> "Importing new addresses is difficult."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4416129)

MG

Mitch G.

Director

> "Apptivo is a fantastic system which incorporates many areas of our business in to one system."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4626592)

JF

Jack F.

President

> "Sometimes support doesn't know how to fix things and they have to get others involved."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3569448)

MO

Mallard O.

COO

> "Selected this software based on flexibility to use modules and customize to enable the creation of an entire workflow..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3266781)

SP

Saijal P.

CEO

> "I've asked repeatedly to be refunded for the several months I couldn't use the program but I've received no response."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4459262)

SW

Scott W.

Principal

> "Very customizable."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___5050513)

MZ

Maira Z.

Director of Sales

> "Outlook integration is less user-friendly / flexible than ideal."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4225813)

JN

James N.

Owner

> "The simplicity and robust features let alone value make it impossible to consider switching to another CRM platform."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3764060)

SW

Steve W.

Managing Director

> "Has also been difficult training some of staff on the system."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3836563)

DS

Daniel S.

Developer

> "Integration with existing business functions was seamless with the help of customer support."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4787145)

LS

Liam S.

Vehicle adaptation engineer

> "The work orders and how everything is long winded and just backwards."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3704767)

PY

Puja Y.

Sales Coordinator

> "Apptivo makes the tedious task easier, that saves lot of time and paper work."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4611269)

RB

Richard B.

Director

> "Some documentation is out of date, eg."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4351492)

AT

Andy T.

Owner. Impact Speaker

> "Improved the professionalism of my email campaigns while saving me time."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4351944)

MH

Michele H.

Accountant

> "Customer help kept repeating the same thing which didn't help."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4201950)

PT

Paula T.

Director Client Services

> "Really helpful and fast responsive chat and support."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4849554)

Don L.

Chief Revenue Officer

> "The other "top CRM Solutions" have forgotten what salespeople are REALLy looking for in their CRM tool and as a result,..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___2913691)

AT

Andy T.

Owner. Impact Speaker

> "Video library is impressive for teaching the software."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4351944)

FG

Fabricio G.

Delegate Sales Manager

> "Please, any time you finalize a task, log a call, send an email you need to wait several seconds, a lot until the..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___2239124)

PT

Paula T.

Director Client Services

> "So glad to have the feature"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4849554)

TP

Tiphanie P.

Marketing Manager

> "For now, I would say the layering is a little strange."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3786889)

ML

Matthew L.

Business Development Manager Fire Training Solutions

> "I can customize any app the way I want to."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4312551)

AJ

Al J.

VP

> "Just a lot to learn in the beginning as with any CRM. While it may be intuitive for some for those who are not CRM..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3476424)

Minsu K.

CEO

> "It is useful for keeping connections up to date and relevant."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4416129)

BG

Becki G.

Sales assistant

> "Slow to load screens"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3687254)

CF

Clare F.

Director/Consultant

> "Apptivo's team we feel that we now have a simple and detailed way to manage our clients projects and keep up to date with..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3117244)

MH

Michele H.

Accountant

> "Gave up on the connection."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4201950)

GK

GILLIAN K.

FINANVCE & OFFICE MANAGER

> "I also love the sales ledger side, with the email templates for sending out invoices to customers."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___2966927)

JD

Jason D.

Software Architect

> "Import functionality for Orders is not available yet."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3136585)

AJ

Al J.

VP

> "I like that once you become familiar with the various CRM features it is very customizable to the way you business..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3476424)

TM

Ted M.

Owner

> "All the required fields in that app make the functionality not work for my business, so I create invoices on another..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#SoftwareAdvice___2262359)

AT

Andy T.

Owner. Impact Speaker

> "Questions are quickly answered by 24/7 customer service."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___4351944)

PL

Paula L.

Owner

> "You can only integrate one mail platform so I cannot pull my mail from my various accounts into the Apptivo Suite. "

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___2857156)

HB

Heath B.

IT Manager

> "Apptivio was already a full-featured product when we identified it as a suitable replacement for our existing CRM system,..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___2974615)

GK

GILLIAN K.

FINANVCE & OFFICE MANAGER

> "Sometimes we have problems with Xero integrations."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___2966927)

SG

Sai G.

Manager

> "repeating UI patterns is making usability very easy."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3642600)

TP

Tanya P.

IT Director

> "Integration with Calendar has been problematic."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3043561)

LS

Lori S.

Senior Project Manager

> "It is also very flexible so it can suit your business the way you do business"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3750103)

TH

Timothy H.

Member

> "hard to set-up."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3978698)

JS

Jacquleyn S.

Marketing Director

> "SENSITIVE CONTENT\] was wonderful and completed what needed to be done and worked with his programers to resolve it."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3744346)

TM

Ted M.

Owner

> "The import process was time-consuming based on the amount of data I had to bring over and the fact that my old CRM didn't..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#SoftwareAdvice___2262359)

JF

Jack F.

President

> "I it easy to add contacts and it is easy to track activities."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3569448)

CR

Chris R.

Director

> "Not a fault of the software, but our biggest challenge is simply unlearning how the old software worked, along with the..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___2834661)

MO

Mallard O.

COO

> "It took us 11 months (somewhat due to the constraints with the pandemic and some very busy months) to launch the product,..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3266781)

CV

Carlos V.

Managing Partner

> "Then the Newsletter app for campaigns also has a lot of problems."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3431246)

ER

Elizabeth R.

President

> "My experience with Apptivo is that it has allowed me and my team to become much more efficient in terms of quoting,..."

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___2684769)

CS

Camila S.

Administrative Assistant

> "It is too manual, need more automized features"

[See full review](https://www.capterra.com/p/228915/Apptivo/#Capterra___3493188)

[View Reviews](https://www.capterra.com/p/228915/Apptivo/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..."

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

JH

Jameela H.

Instructor

> "App is confused if it's a one page app or a sequential app. Why does the time change after you change the date? And why isn't..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

JS

Jessica S.

Admin

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

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

RR

Rob R.

New Member Engagement Coordinator

> "However, the import and export tools can be a bit challenging to work with, which occasionally slows down data management."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293)

LM

Lisa M.

Marketing Coordinator

> "We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate..."

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

JH

Jameela H.

Instructor

> "It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

FS

Flavia S.

Custom Groups Consultant

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

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

JR

Johan R.

Tutor

> "It often takes multiple clicks to create something, and to delete something can take even more."

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

JR

Johan R.

Tutor

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

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

SH

Sarah H.

Assistant manager

> "no ability to separate ones I have start that I No longer need but am unable to move somewhere"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374)

FS

Flavia S.

Custom Groups Consultant

> "The interface makes it easy to manage contacts, track sales opportunities, and automate tasks without a steep learning curve."

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

JC

Jen C.

Registrar

> "We have to have 2 fields for email addresses because the blue print Email field doesn't flow into the Project."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248)

KS

Katie S.

Adminstrative Manager

> "Being able to have certain project limited in view and scope to certain team members has been very good for client..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583)

JR

Johan R.

Tutor

> "Claritysoft CRM is a little 'clunky' when it comes to data entry and data creation."

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

DJ

David J.

President

> "I am able to see my sales pipeline potential and create action steps to achieve closer of new accounts."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106395)

MH

Monica H.

Inside Sales

> "I feel the Claritysoft program is very very indepth and that there are almost too many features, in that lots do not get used."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

CC

Chris C.

Project Manager

> "I find Claritysoft extremely useful in organizing my opportunities from prospecting to closure. As my sales are a bit..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868993)

JA

Jared A.

Growth Marketing - UX Lead Synoptix Software

> "Certain reporting features, including dashboards, felt a little restrictive."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558)

JB

Jeremy B.

Owner and Founder

> "For my particular line of work, keeping the "Leads" and "Contacts" in separate is a nice touch. But the ease of creating..."

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

HL

Henry L.

Tutor

> "It can sometimes be a bit difficult to sort through clients, especially since our clients will transition out of our services..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6871648)

VR

Verified Reviewer

Academic Tutor

> "Mostly positive, as it has allowed me to keep track of all the profiles and be able to maintain detailed notes on them."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869042)

VR

Verified Reviewer

Supply and Operations Manager

> "The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited..."

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

OE

Oscar E.

Medical technicians

> "It is super helpfull and convenient keeps all my task organized and my customer information in one place"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198)

JA

Jared A.

Growth Marketing - UX Lead Synoptix Software

> "The PDF Quotation feature is also very finicky."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106558)

JH

Jameela H.

Instructor

> "There are also lots of features to store information and to organize events."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7116784)

RR

Rob R.

New Member Engagement Coordinator

> "The import/export tools can be a little difficult to work with."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106293)

SF

Seth F.

Medical Service Representative

> "It’s a very effective tool that makes my job as a service rep much simpler and less time consuming."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106314)

RT

Russell T.

Chief Revenue Officer

> "Dashboards - I don't think they are great when I compare to other CRM's I have used and also my clients use."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108189)

JD

John D.

Sales Manager

> "I can order everything and see all my customers in one setting and it is very easy to make the orders."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106285)

MD

Matthew D.

Director

> "Exporting lists is also somewhat inconsistent"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106627)

JS

Jessica S.

Admin

> "Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation."

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

MF

Michele F.

Marketing

> "There seems to be limitations for filtering data between multiple modules. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868966)

MH

Monica H.

Inside Sales

> "I learned alot of new tips on how to stay better organized with reminders, tasks, etc. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

TT

Trey T.

Sales Rep

> "It can be a little tedious to add account names when you put in the activity you are working on ."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953)

MO

Mariia O.

Sales

> "Super easy and excellent tool to track the progress and all the leads, customers, accounts."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106184)

TT

Trey T.

Sales Rep

> "I don’t like having to jump out of creating a new opportunity to add a new contacts information to an account ."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841953)

KB

Kevin B.

Academic and Test Prep Tutor

> "Claritysoft has been a total upgrade versus the other softwares I’ve tried, and the flexibility is also a life saver."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106357)

ED

Evan D.

Tutor

> "Organization of information/accounts isn't the easiest to navigate"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391)

CS

Caecilia S.

Team Leader

> "Compared to the bulky dinosaur that was our old CRM especially, Claritysoft feels like a breath of fresh air--faster,..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6841733)

OE

Oscar E.

Medical technicians

> "Crashes/and slow to load on times"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106198)

GC

George C.

Attorney- Owner

> "The Claritysoft support was able to easily explain the additional things I needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

MC

Martin C.

Academic Private Tutor

> "There is too many buttons."

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

CM

Chayeane M.

Account Executive - Wire Sales

> "I appreciate all the updates they continue to implement in order to give users a better and more effective experience."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106180)

MP

Michael P.

Vice President Commercial Banking

> "I personally found Salesforce a bit overwhelming for the client based that I had to manage. "

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031)

DF

Davina F.

Business Operations Manager

> "The system is much more intuitive than the overwhelming Zoho and Salesforce."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106229)

WS

Wendy S.

Strategic Account Specialist

> "Not really sure how to use it properly and we have been trained at my company."

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

CM

Chasity M.

Admin Asst

> "It works quickly, is updated often, and provides support as needed."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7117488)

CD

Christian D.

Director of Strategic Partnerships

> "Not enough documentation is available to use the crm on mobile devices"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6313655)

DW

Dawna W.

Systems Specialist

> "Always reliable and can access from anywhere! If I have ever run into an issue, customer support is always there to help!"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106190)

Camilla O.

head of creative and design and marketing specialist

> "it kept having issues with intergrations."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881)

BG

Britany G.

Associate Director

> "On top of that, the product has exceeded expectations in both quality and performance."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106200)

GC

George C.

Attorney- Owner

> "The only other issue is my fault, I wish that I would use it more."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

JP

John P.

General manager

> "For the price we're paying and how much we've customized it, I would say we're pretty satisfied and considering staying..."

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

FC

Foy C.

business solutions consultant

> "lovely, I absolutely hate the new program that we are using and wish that we were still using clarity soft"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868889)

DS

Darlene S.

Owner

> "We don't use many of the marketing features, but what we do use works great."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106414)

JC

Jen C.

Registrar

> "It has been a frustrating switch from our old database."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6860248)

GC

George C.

Attorney- Owner

> "It makes for an easy follow-up that my business deals are going as planned."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106249)

WS

Wendy S.

Strategic Account Specialist

> "mediocre. "

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

SH

Sarah H.

Assistant manager

> "I have been able to import contacts seamlessly and easy."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7110374)

AK

Ari K.

Energy Consultant

> "I was unhappy with their attitudes to be honest."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106208)

GJ

Garry J.

Investment account manager

> "I really enjoyed the ability to do mass emails."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7108411)

DB

Diane B.

Operations Support Specialist

> "too much wasted real estate in a window for short data fields."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160778)

LL

Luanne L.

Director of Business Development

> "It's a good value for the money, fairly intuitive to use and is customizable to our business."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107599)

VP

Vedang P.

Sales and Operations Strategist

> "No Mapping option as well as no Route planning option as well."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161930)

JL

Joshua L.

Academic Tutor

> "I haven't found myself complaining or annoyed by using Clarity thus far and I think that's exactly what you're looking for in..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106535)

CW

Chad W.

Regional Sales Manager

> "Worse still any notes on a lead become buried in the opp and are no longer front and center."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6161036)

ED

Evan D.

Tutor

> "Also quite helpful for managing that information."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7107391)

RS

Rachel S.

Program Coordinator

> "The specificity of titles/names is very tedious and can take some time getting used to."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160807)

Camilla O.

head of creative and design and marketing specialist

> "we have had this platform as our crm for years now, it is good that the interface was upgraded to a newer face"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6868881)

MF

Matt F.

Support and IT

> "This is a very clunky workflow as a result."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6160460)

KS

Katie S.

Adminstrative Manager

> "It's secure, well built, they've been very responsive to our requests, and I appreciate working with them."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106583)

RA

Ralph A.

Director of Materials and Marketing

> "We were able to customize a great solution but he standard "sales" function did not really fit for our needs."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4431005)

MH

Monica H.

Inside Sales

> "The new features I've learned makes clarity much more useful to me."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106228)

DM

David M.

Account Executive

> "How sometimes I look something up in the crm, and the answer I needed wouldn't show up because of a specific symbol."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4648945)

AH

Aaron H.

Sales

> "It's easy to keep track of notes, upload and categorize leads."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6843351)

VR

Verified Reviewer

Developer

> "I have not been able to identify any negative aspects or drawbacks to using Claritysoft CRM at this time."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___4430566)

RT

Roxanne T.

Sales Consultant

> "I like that there are continuous training opportunities"

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7106791)

TM

Thomas M.

Implementation Specialist

> "The login process takes a bit longer than I would prefer."

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

MP

Michael P.

Vice President Commercial Banking

> "The drop-down menus are easy to navigate and gets you to the screens needed quickly."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___6869031)

CE

Chris E.

Sales Manager

> "This then allows the sales people to want to use the CRM as it's supposed to be used, where past CRM's were just too..."

[See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___2274994)

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

## User interface

4.43 (708)

4.51 (243)

## 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

Apptivo

Top features

35/40

-   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/228915/Apptivo/#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

Apptivo is recognized as a top-rated tool in 1 Capterra Shortlist reports

Best Value CRMSoftware (2022) 

Claritysoft CRM

Best Value Lead ManagementSoftware (2023) 

### Deployment & support

Apptivo

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

Apptivo

-   By Apptivo
-   Located in United States
-   Founded in 2018

Claritysoft CRM

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

## Popular Comparisons

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[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

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[Apptivo](https://www.capterra.com/p/228915/Apptivo/)[4.43 (708)](https://www.capterra.com/p/228915/Apptivo/reviews/)

vs

[Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/)

$15/month

Price

$250/month

4.3

Features

4.7

4.2

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/210630-228915/Kylas-vs-Apptivo)

[Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/)

vs

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

$49/month

Price

$14.99/month

4.2

Features

4.6

4.5

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/123868-178819/Claritysoft-CRM-vs-EngageBay-Marketing)