--- title: "Claritysoft CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Claritysoft CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/123868/Claritysoft-CRM/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Claritysoft CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Claritysoft CRM ## What is Claritysoft CRM? Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It combines sales, marketing, project management, and customer service tools in one easy-to-use system. Claritysoft emphasizes simplicity with fast implementation, free phone support from real people, and high customization. Tailor screens, fields, and workflows to match your unique processes. A mobile app keeps your team productive on the go. Manage the full customer journey: generate leads with integrated email marketing, track sales pipelines and forecasts, deliver projects consistently, and support customers effectively. Automation eliminates repetitive tasks so nothing falls through the cracks. Affordable and intuitive, Claritysoft helps teams stay organized, close more deals, and scale with confidence. Trusted by thousands who value clarity over complexity. ## What is Claritysoft CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Recognitions Shortlist Overall rating Based on 256 user reviews Reviews sentiment Positive 94% Neutral 4% Negative 2% Starting price $29 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Lead Capture / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... - Customer Service / 2026 ## Claritysoft CRM alternatives Highest Rated [4.7 (745)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (4,492)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (18,833)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (7,008)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/123868/Claritysoft-CRM/alternatives/) ## FAQs about Claritysoft CRM Overview ### What problems does Claritysoft CRM solve? Claritysoft CRM solves scattered customer records, missed follow-ups, and unclear sales-pipeline ownership by centralizing contacts, emails, quotes, activities, and opportunity stages. Custom fields, workflows, dashboards, and reports help sales managers monitor rep activity, lead sources, and performance, while account managers and field sales teams maintain current client histories and next steps. Answer based on 155 reviews Overview ### Which roles and teams benefit most from Claritysoft CRM? Claritysoft CRM is most used by sales teams, business development leaders, and account managers who track leads, manage opportunities, and follow up with prospects. Executives, owners, and office managers use it to monitor customer activity and team performance, while marketing directors coordinate campaigns and support sales pipeline growth. Answer based on 250 reviews Overview ### What company size and industries is Claritysoft CRM built for? Claritysoft CRM is built for small businesses, which account for 89% of reviewers, while serving organizations across most industries. Education Management is the leading sector at 7%, followed by Construction at 6% and Hospital & Health Care at 5%. It also supports midsize businesses (9%) and enterprises (1%). Answer based on 256 reviews Features and Usability ### What are the key features of Claritysoft CRM? Claritysoft CRM includes core contact and lead management for storing detailed account information, capturing leads, and converting them into sales opportunities. Its customizable fields and contact database support tailored records and filtering, while sales pipeline management, task management, and email management track sales activity, follow-ups, and correspondence. Answer based on 59 reviews Pricing ### How much does it cost and what fees or limitations are included? Claritysoft CRM offers Core CRM at $29 per user monthly and Complete CRM at 59 per user monthly. Core includes phone support, while Complete adds automation and invoicing; Advanced API costs 299 annually on Core but is included in Complete. A free trial is available. Reviewers often find it affordable, though some cite limited customization and quote-template work. Answer based on 51 reviews Integrations ### Which third-party tools and platforms does Claritysoft CRM integrate with? Claritysoft CRM integrates with six third-party tools: Microsoft Outlook, Microsoft 365, Gmail, Google Calendar, QuickBooks Online Advanced, and Zapier. Reviewer feedback most frequently confirms Microsoft Outlook integration for email synchronization, contact and opportunity management, calendar connections, and recording email activity within the CRM. Answer based on 37 reviews Getting Started and Support ### How easy is it to onboard and train a team on Claritysoft CRM? Claritysoft CRM is generally easy to onboard, with live online training, webinars, documentation, and video tutorials available. Reviewers say sales representatives and nontechnical users often become productive quickly. Administrators configuring custom fields, teams learning terminology, and users exploring advanced features may need more time and guided training. Answer based on 45 reviews Getting Started and Support ### What customer support options does Claritysoft CRM offer, and how do users rate the experience? Claritysoft CRM offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as responsive, knowledgeable, and quick to resolve issues, with helpful guidance during setup and customization. Some users report delayed responses outside U.S. hours, occasional dismissive interactions, and knowledge-base instructions that can be difficult to follow. Answer based on 147 reviews Ease of use ### How easy is Claritysoft CRM to use? Claritysoft CRM makes everyday contact, lead, and pipeline work easy for most small business teams. Teams value its clear navigation, flexible record layouts, and straightforward data entry, while some users report occasional loading delays, search quirks, and a less intuitive mobile experience. Setup may require customization for specialized workflows. Answer based on 82 reviews ## Who uses Claritysoft CRM? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight these as the top priorities buyers look for in CRM software: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Claritysoft CRM includes **Data Security** and **Customer Database**, covering two of the key capabilities buyers value most in a CRM. These features help businesses protect sensitive customer information and keep customer records organized in one place. However, it does not offer **Real-Time Data**. Instead, it provides other important features that reviewers also rate highly, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). Together, these tools help teams find customer information faster, manage relationships more effectively, and work with organized records across daily sales and service tasks. Data Security 4.6 (9) 100.00% of 9 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Customer Database 4.5 (20) 65.00% of 20 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Contact Database 4.8 (28) 85.71% of 28 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Search/Filter 3.7 (13) 92.31% of 13 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.5 (98) 83.67% of 98 reviewers that rated this feature as important or highly important Claritysoft CRM offers a straightforward way to organize, update, and track contacts, including integration with Outlook and the Engage add-on for enhanced functionality. Reviewers appreciate the ease of adding, sorting, and linking contacts, as well as capturing all communication history. Lead Management 4.4 (74) 82.43% of 74 reviewers that rated this feature as important or highly important With this capability, you can easily track, qualify, and convert leads through customizable workflows and Kanban boards. Users think the system simplifies follow-ups, automates reminders, and helps teams monitor lead status and progress throughout the sales funnel. Claritysoft CRM 90 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Assignment Management: Assign issues and tasks based on availability or required skills - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Claritysoft CRM offers a straightforward way to organize, update, and track contacts, including integration with Outlook and the Engage add-on for enhanced functionality. Reviewers appreciate the ease of adding, sorting, and linking contacts, as well as capturing all communication history. - Contract/License Management: Track, store, and access client contracts or licenses - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Field Sales Management: Manage or track sales completed by field teams/employees - For Insurance Industry: Intended to be used by insurers - For iPad Devices: Operate/access software on iPad Devices - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: With this capability, you can easily track, qualify, and convert leads through customizable workflows and Kanban boards. Users think the system simplifies follow-ups, automates reminders, and helps teams monitor lead status and progress throughout the sales funnel. - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Predictive Analytics: Predict future data based on historical data sets - Product Catalog: Present a catalog of inventory that customers can view - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Support Ticket Management: Allow customers/users to submit support queries and service requests - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.2 (251) 4.2 Based on 251 reviews ## Pricing Value for money 4.5 (223) [View pricing plan details](https://www.capterra.com/p/123868/Claritysoft-CRM/pricing/) Core CRM $29.00 Per User,Per Month It includes: - Leads, Accounts & Contact Management - Opportunity & Pipeline Management - Tasks & Calendar - Reports & Dashboards - Saved Views & Advanced Filtering - Web Forms - Email Integration & Bulk Email Sending - Mobile App - Customizable Fields & Team-Based Layouts - Free U.S.-Based Phone Support - Up to 7,500 Contacts - Optional Add-on (Advanced API – $299/year) Complete CRM $59.00 Per User,Per Month It includes: - Everything in Core, plus: - Workflow Automation - Quotations & Price Books - Sales Orders & Invoicing - Projects - Support Ticketing - Custom Modules & Record Types - Advanced Reports & Excel Reporting - API Included - Up to 100,000 Contacts Value for money 4.5 (223) 4.5 Based on 223 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) 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. ## Support, customer service and training options Customer Service 4.6 (239) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (239) 4.6 Based on 239 reviews ## User reviews Overall rating 4.5 Based on 256 reviews Filter by rating 5(149) 4(92) 3(11) 2(2) 1(2) Mentioned topic Sorted by most recent DL Denis L. Customer service rep Transportation/Trucking/Railroad ### "CLARITYSOFTCRMDEN" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 17, 2026 ease of use, customer support, affordability, and ability to organize sales and customer information effectively. Pros Strong customer support and responsive service team. Customization options for fields, workflows, layouts, and reporting. Cons Mobile app and integrations are less advanced than platforms such as Salesforce or HubSpot. Reporting and analytics capabilities can be limited for advanced users. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BE Bennett E. COO Environmental Services ### "Functional and Value for the Money " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 July 9, 2026 Meh. We have tried many different platforms and I have never really been sold on any of them at any price. And yes we are continue to use the CS product. Pros PRICE. It did seem like it could and would do the basics that we needed and we have continued using CS Cons Felt dated. Navigation was "Stilted" Working in it didn't flow easily. I think some adjustments in form and presentation could help Switched from [Salesforce Commerce Cloud](https://www.capterra.com/p/180822/Salesforce-Commerce-Cloud/) Price and hoped to better use the features Salesforce was a failed experiment for us. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Mandi H. Office Manager Environmental Services ### "You get what you put in!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 9, 2026 I use Claritysoft daily and love how simple it is to navigate and enter new information. Plus, I do not have to bother any coworkers while they are away from the office. All I have to do is look in our system. Pros I love how easy it is to use Claritysoft and keep all my contact information in one place. If anyone is away from the office all critical information can be found. Cons I have not found anything I do not like about Claritysoft. It was a great tool for small businesses to keep all your information in one place. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CB Chris B. Co-Founder Medical Devices ### "Great Value " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 July 9, 2026 good for my small business needs. x Pros ease of use, Overall a good value for the feature set. x Cons easier integration into the New Outlook format. also would love to have unsubscribe option for my CRM campaigns. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Claritysoft CRM value for the costx Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NM Nikki M. Business development Construction ### "Love this CRM!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 23, 2026 I love this CRM. It is a great way to get all of my clients in an easy manageable way! Also, when emailing, it takes literally seconds to send 300 emails! it adds so much value to my marketing campaigns! Pros Clarity is easy and very simple! The help area and tutorials are amazing. If you need help with anything, I feel like all of your answers can be addressed with these videos! Cons The constant updates can be a little too much. Being an outside sales rep, this slows me down sometimes. I'm a salesperson, not a computer person. Thanks god we have someone in our office that manages this relationship and all!! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NQ Naved Q. Sales Engineer Plastics ### "Not a great CRM but a good CRM" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 June 15, 2026 Pros It did everything I needed it to do. It seemed to have most capabilities, but it was not exactly seamless use. Cons The layout was not simple or user friendly. We did not have access to map view to see customers by area. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce was extremely expensive and costly to add features. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HH Heidi H. Operations Director Electrical/Electronic Manufacturing ### "A Valuable Tool for Managing Customer Information" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 June 15, 2026 Overall, Claritysoft has helped streamline our day-to-day operations and improve visibility across our sales and customer management activities. We would recommend it to businesses looking for a reliable, user-friendly CRM solution. Pros The customer support team is responsive and helpful whenever we've had questions or needed assistance. Cons Like any software platform, there was a learning curve when first implementing the system. Some customization and setup took time, but the flexibility it provides has made the investment worthwhile. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Claritysoft CRM It offered a better price and had similar options. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KS Kathy S. CMO Construction ### "Highly recommend!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 12, 2026 Claritysoft has been and given everything our organization could want: ease of use, measurable searches, and the best customer service ever! Pros The customer support is paramount to any CRM we have experienced! Claritysoft is a program that is easy to use, gives all the information needed, and allows for customization that fits what we are looking for. Cons Not much - perhaps a better knowing that ties into other software systems. And perhaps, more robust dashboards. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ET Esteban T. Technician Retail ### "Number One" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 12, 2026 Claritysoft had been not only the most cost effective but has been very easy to use and have multiple users using. It has never been down and is always updating to better versions. Pros Easy to use has a lot of features easy to add in and to migrate from other systems. Works well with add ons/extensions Cons Unable to love things out of the list into their own separate categories. Took a bit to get the migration of data in the right spaces. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Cost. The other program was excessively expensive Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PC Peter C. Operations Manager Utilities ### "Functional CRM that gets the basics done but mobile app needs work" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 June 12, 2026 Overall my experience with Claritysoft CRM has been pretty mid but it gets the job done. The core features for managing contacts, deals, and email logging work reliably enough for basic needs, so we can get through our day-to-day tasks without major problems. However, it lacks polish in areas like the mobile app and doesn’t offer many standout or advanced capabilities compared to other CRMs. It’s a functional, no-frills option that does what we need without being exceptional. Pros One of the best things about Claritysoft CRM is that you can send emails directly from within the platform and they are automatically logged against the contact or deal. This saves a lot of time because you don’t have to switch between your email client and the CRM or manually copy information over. Having the full communication history in one place makes it much easier to stay organized and keep everyone on the team up to date. Cons The mobile app is hard to use and feels clunky on a phone or tablet. Navigation isn’t very intuitive, buttons and menus are difficult to tap accurately, and some features that work fine on the desktop version are frustrating or nearly unusable on mobile. It would be a big improvement if the app was redesigned to be more responsive and mobile-friendly, especially for anyone who needs to check or update information while out of the office. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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