# Compare Vanillasoft vs Claritysoft CRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Claritysoft CRM and Vanillasoft based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/27609-123868/VanillaSoft-vs-Claritysoft-CRM --- # Claritysoft CRM vs Vanillasoft Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Claritysoft CRMVanillasoft2/4 selected [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) [## Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.5 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Starting Price $49.00/month Value-for-Money 4.6 Functionality 4.2 Ease of Use 4.5 Customer Service 4.6 Reviews Sentiment Based on [243 reviews](#user-reviews) Positive 231 Neutral 8 Negative 4 [## Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.6 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) Starting Price Contact vendor Value-for-Money 4.5 Functionality 4.4 Ease of Use 4.6 Customer Service 4.5 Reviews Sentiment QS Based on [233 reviews](#user-reviews) Positive 218 Neutral 9 Negative 6 What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 17,267 reviews from crm software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 72%Fit Missing features Not enough reviews Feature ratings Data Security NA Contact Management 4.5 Lead Management 4.4 Sales Pipeline Management 4.5 Activity Dashboard 5.0 63%Fit Missing features Feature ratings Data Security NA Contact Management 4.5 Lead Management 4.4 Sales Pipeline Management NA Activity Dashboard 5.0 User satisfaction User satisfaction 4.5 User reviews[243](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) Ease of use 4.5 Functionality 4.2 Value for money 4.6 Customer support 4.6 User satisfaction 4.6 User reviews[233](https://www.capterra.com/p/27609/VanillaSoft/reviews/) Ease of use 4.6 Functionality 4.4 Value for money 4.5 Customer support 4.5 Price starts from Price starts from $49Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Claritysoft CRM delivers the power, ease and affordability to help small, medium and large companies. Flexibility and Ease of customization enable us to serve companies in most industries as well. Best for Fast-moving revenue teams. Organizations with SDRs and BDRs or organizations that generate leads. Fundraising organizations with engagement centers and DXOs. ## User reviews Pros & cons FS Flavia S. Custom Groups Consultant > "The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are..." [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..." [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..." [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..." [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..." [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..." [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..." [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..." [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) SK Stephanie K. account manager > "Claritysoft does everything we need to do for an affordable price." [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___7020451) 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) 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) KP Kristy P. Manager, Client Engagement > "Marketing newsletter templates are very limiting" [See full review](https://www.capterra.com/p/123868/Claritysoft-CRM/#Capterra___3477838) [View Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) QS Qudsia S. Assistant Director of Development > "I particularly appreciate the reporting and analytics features, which allow me to track key metrics like dials per hour,..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) FV Franchesca V. Independent Licensed Agent > "It takes a lot of time training and watching and re-watching videos, and since it was rolled out pretty close to AEP/OE, I..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034286) MC Molly C. Business Development > "It would be even more effective if there was a CRM built in and a way to upload multiple phone numbers and email addresses..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6838283) CP Casey P. Career Agent > "The tracking isn't always correct, and the amount of time on the phone calls are never correct." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7027495) TG Theresa G. Assistant Director of Annual Giving > "The system supports both auto-dialing and manual dialing, allowing for versatility depending on the situation." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) AM Ahmed M. Agent > "Also, sometimes it’s hard to stop drips or adjust them on the fly, which can lead to extra charges or confusion." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7045503) QS Qudsia S. Assistant Director of Development > "It has been a dependable tool for managing our call center operations and helping our team stay organized and productive..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) GH Gabby H. Captain > "The phones and they're ability to call and it go through is a mess 9 times out of 10. If you email someone with another..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) QS Qudsia S. Assistant Director of Development > "The scripting tools are also very helpful for training student callers and ensuring consistent messaging across the team." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) SB Sam B. Director of Operations > "data management and access, its almost impossible to pull ANY data outside of a week ago without the dashboard freezing or..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6804870) TG Theresa G. Assistant Director of Annual Giving > "What stands out most is how streamlined it makes tracking interactions—the process feels seamless and natural for both the..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) KK Kristian K. Sales employee > "What I least like about vanilla soft is the fact I can’t auto call and I have to click every time." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) QS Qudsia S. Assistant Director of Development > "As someone who manages a university phonathon, VanillaSoft has been incredibly effective for running a high-volume calling..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7113471) SS Stephen S. Owner > "VanillaSoft’s automations and call routing boost efficiency, but the clunky email builder hinders email design." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6884143) AM Alexis M. Licensed insurance agent > "I’ve been able to reach a lot of potential clients, the system is very user friendly and the customer support has been quick,..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7051093) DV Dennis V. Career Agent > "My least favorite thing about Vanillasoft would be having to wait 15 seconds before going onto the next number, whenever I..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6831051) AO Andrew O. Sales Manager > "VanillaSoft offers solid value, especially for sales teams that need a structured cadence tool for lead management and..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6879199) SF Shauna F. independent contractor > "lack of tech support on Sundays (and after hours) - if you get locked out of your account, you just have to wait until they..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6851770) CC Caroline C. Caller > "What I like most about Vanillasoft is its features. When I am using the interface, I can see and use everything clearly." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7026151) KK Karan K. Health Broker > "While Vanillasoft has helpful tools, I struggled with slow responsiveness and limited customization in key features" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7013621) TG Theresa G. Assistant Director of Annual Giving > "Overall, this system significantly enhances my communication efforts, making my interactions efficient and effective." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7064866) GH Gabby H. Captain > "I should have to copy every email before I send it, in fear that the whole system is going to crash out the second I hit send." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) VC Valery C. Digital Philanthropy Caller > "It was quickly resolved and they were also able to find my account and pin point what needed to be done in a short amount of..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7026210) CF Chrissy F. Fundraising Specialist > "Sometimes things work as they're supposed to, sometimes the emails fail to send or the phones stop working and then I'm stuck..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) TJ Teayaka J. Agency Owner > "I love being able to view each lead easily by uploading a CSV and comment on it." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7089783) SQ Serena Q. Health Advisor > "I dislike that we have to wait 15 seconds before we can disposition a lead and dial a new lead." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6814116) AD Anna D. Head of Annual Giving > "VanillaSoft allows us to increase the ROI of our campaigns and takes away a lot of manual tasks." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6810518) SW Sydney W. Insurance Agent > "That Accounting takes their time to get back to you on Payment errors that slow down my business!!!!" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7000543) KT Kathia T. It Tech > "Once configured, it really boosts productivity and lead conversion rates." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7032190) GH Gabby H. Captain > "It's very much not a user friendly platform in a lot of ways including the fact that literally everything HAS to be resulted..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) KT Kathia T. It Tech > "The workflow automation saves a lot of time, and the interface is straightforward once you get used to it." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7032190) AD Anna D. Head of Annual Giving > "As a UK-based institution, it is frustrating that the calling function is set up for North American locations." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6810518) CF Chrissy F. Fundraising Specialist > "It organizes leads well by different types of groups so similar groups can be grouped together under one filter." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) AB Anthony B. sales agent > "the color tags are very small and not the whole bar so it's barely noticeable to be effective" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6853925) AO Andrew O. Sales Manager > "VanillaSoft provides a reliable level of security with role-based permissions and data encryption." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6879199) MR Marcus R. CFO > "Screens would stop loading, wouldn't load all sections." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034959) KK Kristian K. Sales employee > "Vanilla soft has been good since I started using it making it easy to see my leads and text me constantly" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) GB Gabrielle B. Advisors > "Sometimes there are technical issues or delays that keeps me from getting the leads in a timely manner." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7007860) AM Ahmed M. Agent > "I liked how simple it was to keep track of leads, callbacks, and follow-ups without getting overwhelmed." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7045503) MR Marcus R. CFO > "It at times hindered our employees." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034959) PM Philippe M. Broker > "The interface is clean and easy to navigate, and the automation features save a ton of time." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7040466) RK Raechel K. Trainer > "can't click on all of the corporate contacts from the lead" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6885851) SB Sam B. Director of Operations > "we use vanilla soft, for now, as a main tool to help our clients and our employees succeed." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6804870) SH Sharon H. Broker > "Zero customer support is offered." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7082872) JM Joey M. CEO > "The way it manages our leads and constant follow up is great and callbacks is also very good for managing" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7003938) SF Shauna F. independent contractor > "CRM - difficult to use - have to jump back and forth to go down the list while making one off calls. " [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6851770) RL Richard L. Licensed Agent > "Integration of many features and gerneal convenience were very good." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7086106) KK Kristian K. Sales employee > "Also it is alittle hard to use on my phone" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7061548) KJ Kayla J. Call Center Director > "Provides many useful features, adaptable to the needs of our call center." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6812015) DF Dylan F. Agent > "Then I cannot get back on the dialer until the next day" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) SF Shaun F. Executive Account Manager > "I believe Vanilla Soft’s service is invaluable—truly a game changer for our team!" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7040588) CB Chelsey B. Appointment Setter > "Some support staff weren't able to help." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6848862) DF Dylan F. Agent > "I like that it has an internal calendar and that I can keeps notes" [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) GH Gabby H. Captain > "NOW YOU CAN'T EMAIL EITHER OF THEM without getting Vanilla Soft involved." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6882041) KH Kevin H. Founder > "The interface and management aspects are great and love the cadences." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7057181) DF Dylan F. Agent > "Decent and easy to use overall , but the dialer issue is really holding up my job." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6832496) JD Jessica D. Supervisor > "Overall, I enjoy using VanillaSoft and the setup of the software makes it easy to find mechanisms needed for the project i'm..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6831673) FV Franchesca V. Independent Licensed Agent > "It is pretty complicated to use. " [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7034286) Elma T. Office Manager > "I also appreciate the availability of both online and phone support—it’s reassuring to know help is accessible when needed." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6874254) CF Chrissy F. Fundraising Specialist > "There are a lot of features that are very basic." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___7004712) Elma T. Office Manager > "With the right amount of training, guidance, and hands-on practice, I believe navigating the back end will become much easier..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6874254) CG Chris G. Health advisor > "I have the pictures and i am going to conitnue to make it my personal vendetta to let everyone know how I SPENT 1000S $ ON..." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#SoftwareAdvice___3464887) Evangeline M. Business Development Representative > "Vanillasoft is easy to use, the dialer moves quickly, the calendar is set up well, and inputting data is simple." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___6855706) BA Bridget A. Health Insurance Agent > "Customer service wasn't the best and when it would glitch I wouldn't be able to find the root cause." [See full review](https://www.capterra.com/p/27609/VanillaSoft/#Capterra___3834202) [View Reviews](https://www.capterra.com/p/27609/VanillaSoft/reviews/) ## User interface 4.51 (243) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/) 4.59 (233) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Activity Dashboard 207 Important AI Copilot 150 Important Alerts/Notifications 120 Important Claritysoft CRM Top features 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) Vanillasoft 23/40 - 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/27609/VanillaSoft/#features) ### Recognition No recognitions have been awarded to Claritysoft CRM No recognitions have been awarded to Vanillasoft ### Deployment & support Claritysoft CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Vanillasoft Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Claritysoft CRM - By Claritysoft - Located in United States - Founded in 2010 Vanillasoft - By VanillaSoft - Located in United States - Founded in 2003 ## Popular Comparisons [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Contact vendor for pricing Price $20/month 4.4 Features 4.4 4.6 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/27609-152373/VanillaSoft-vs-HubSpot-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,451)](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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Contact vendor for pricing Price $25/month 4.4 Features 4.4 4.6 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/27609-61368/VanillaSoft-vs-Salesforce) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $49/month Price $14/month 4.2 Features 4.3 4.5 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/123868-155928/Claritysoft-CRM-vs-Zoho-CRM) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Contact vendor for pricing Price $14/month 4.4 Features 4.3 4.6 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/27609-155928/VanillaSoft-vs-Zoho-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,809)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Contact vendor for pricing Price $50/month 4.4 Features 4.3 4.6 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/27609-157279/VanillaSoft-vs-Dynamics-365) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $49/month Price $7/year 4.2 Features 4.5 4.5 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/123868-204998/Claritysoft-CRM-vs-Bigin-by-Zoho-CRM) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (722)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Contact vendor for pricing Price $7/year 4.4 Features 4.5 4.6 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/27609-204998/VanillaSoft-vs-Bigin-by-Zoho-CRM) [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[4.51 (243)](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) vs [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) [Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Contact vendor for pricing Price $14.99/month 4.4 Features 4.6 4.6 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/27609-178819/VanillaSoft-vs-EngageBay-Marketing)