--- title: "Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Claritysoft CRM the right CRM solution for you? Explore 255 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/" page_type: "reviews" language: "en" --- Claritysoft CRM 4.5 (255) [View alternatives](https://www.capterra.com/p/123868/Claritysoft-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of Claritysoft CRM Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews FS Flavia S Custom Groups ConsultantLeisure, Travel & Tourism, 11 - 50 employeesUsed the software for: 1-2 years. “The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a few limitations, like note formatting and some advanced features, it still serves as a reliable CRM for day-to-day operations.“ March 3, 2026 JK Josh K Sales ManagerFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “Claritysoft is not nearly customizable enough, and does not support the us of global constants, such as labor rates, service rates, zones, zone fees, etc which could be referenced in calculated fields throughout the application.“ June 11, 2026 JS Jessica S AdminEducation Management, 201 - 500 employeesUsed the software for: 1-2 years. “Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses interested in keeping detailed client records that are updated regularly. While I have some quibbles about site navigability, and have had minor issues with different users being unable to access needed information, I am overall glad we migrated to Claritysoft because it is relatively simple to use, customizable, and has a range of information viewing options that can be adjusted based on business needs.“ March 4, 2026 jh jameela h InstructorEducation Management, 201 - 500 employeesUsed the software for: 1-2 years. “App is confused if it's a one page app or a sequential app. Why does the time change after you change the date? And why isn't the total time auto calculated from the time entry? And why does the calendar always go back to day when I change it to week. And doesn't the project autopopulate with my own projects“ March 22, 2026 PC Peter C Operations ManagerUtilities, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ June 12, 2026 HL Henry L TutorEducation Management, 201 - 500 employeesUsed the software for: 1-2 years. “It can be a bit tedious to update information that is repetitive and stays the same between weeks, especially when meetings are at the same time each week with the same billing rate, etc.“ June 12, 2026 PC Peter C Operations ManagerUtilities, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ June 12, 2026 PC Peter C Operations ManagerUtilities, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ June 12, 2026 ## Showing most helpful reviews Showing 1-25 of 255 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chastity S. sales coordinator Professional Training & Coaching Used the software for: 2+ years ### "We love Claritysoft CRM!" August 4, 2025 4.0 We have had a great experience since 2022 using this CRM, it works great for our sales team! Some of our team are not super tech savvy and everyone seems to be able to use Claritysoft successfully. Pros The transition from another CRM to Claritysoft was very seamless. Very user friendly! We love the way that the Accounts, Contacts and Opportunities modules all work together. Cons I do not like that engage does not communicate with the CRM. We would love to be able to create tasks directly from Engage for our tram based on email campaign performance. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce no longer worked for our budget Review Source BG Britany G. Associate Director Information Technology and Services Used the software for: 2+ years ### "Great Product!" March 3, 2026 5.0 It has been a great experience overall. The customer service team is truly wonderful—responsive, knowledgeable, and quick to step in whenever assistance is needed. On the rare occasion that the information isn’t readily available in the knowledgebase, they are fast to respond and ensure we get exactly what we need. It’s clear they are committed to providing timely and effective support, which makes a big difference in our overall experience. Pros I absolutely love both the customer service and the product itself. From start to finish, the experience has been smooth, professional, and genuinely enjoyable. The team was responsive, helpful, and makes sure everything was handled quickly and correctly. On top of that, the product has exceeded expectations in both quality and performance. It’s clear that a lot of care goes into both the service and what’s being delivered. Highly impressed all around! Cons Overall, we’ve had a positive experience, but I do wish there were more customization options available for the product. Having additional flexibility to tailor certain features, settings, or design elements to better fit our specific needs would make it even more valuable for our use case. Greater customization would allow us to align the product more closely with our workflows and preferences, and ultimately maximize its impact for our team. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM Liked the ease and knowledgebase that is available with Claritysoft Review Source jH jameela H. Instructor Education Management Used the software for: 1-2 years ### "Lots of features - If I can find them" March 22, 2026 3.0 It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off. I get really frustrated by it sometimes and I dislike using it. Pros The pages look clean and orderly, with even spaces. There are also lots of features to store information and to organize events. The email extension that saves and organizes correspondences on the site is also convenient and it's so good, we're required by our org to use it. Cons Front end bugs out sometimes. Doesn't always save. App is confused if it's a one page app or a sequential app. Why does the time change after you change the date? And why isn't the total time auto calculated from the time entry? And why does the calendar always go back to day when I change it to week. And doesn't the project autopopulate with my own projects Switched from [BigTime](https://www.capterra.com/p/131076/BigTime/) Not sure why they switched, but I preferred the other product. I imagine they switched for a lot of reasons. 1) your product has email integration 2) your product looks more clean and modern 3) your product loads faster googleAI seems to think that we switched because you worked with ADP better. Review Source CS Caecilia S. Director Education Management Used the software for: 6-12 months ### "clarity - a strong choice for business needs" June 11, 2026 5.0 my experience has been great! they're customer service has been consistent and I appreciate the speed with which they've handled any bugs. Pros clarity has been great at confirming to our company's needs, including streamlining certain tools to our specific use. Cons the fact that we can't change the automatic generated time length of events; they automatically set the time at 30 minutes. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) solve did not have the capacity to handle our client needs. Review Source JS Jessica S. Admin Education Management Used the software for: 1-2 years ### "Claritysoft CRM: Simple, Efficient Record Keeping" March 4, 2026 4.0 Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses interested in keeping detailed client records that are updated regularly. While I have some quibbles about site navigability, and have had minor issues with different users being unable to access needed information, I am overall glad we migrated to Claritysoft because it is relatively simple to use, customizable, and has a range of information viewing options that can be adjusted based on business needs. Pros Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation. With features like Global Search and customizable Filters, it's easy to search for specific information and receive relevant results. Lead management is also simplified with an option to fill out fields denoting Lead Sources and first Point of Contact, making it easy to track which sources generate the greatest lead volume. Sales and accounting management are also made easy, with sub-tabs under each Project specifically for Accounting info about the client, ie Payroll Item, Service Item, etc. Cons Learning how to navigate Claritysoft can be somewhat counterintuitive, as locating the information you want in the fewest clicks possible takes some experimenting and refining. For example, while you can save emails to clients' accounts with the handy Claritysoft email extension, these emails are saved either to the Client's Project or the Client's Account, but not necessarily both. Similarly, attachments are added separately to Projects and Accounts with no easy means of attaching to both simultaneously or from the same page. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Needed a faster service that could process a large volume of client records without crashing, as well as facilitating better information management and organization. Review Source LL Luanne L. Director of Business Development Construction Used the software for: 2+ years ### "Good value for the money; lacking in other areas specific to our business" March 5, 2026 3.0 It's been a good experience and gets the job done, but it's not great and "loved by all". Also Engage is difficult and buggy when it comes to formatting for our Marketing campaigns. Pros It's a good value for the money, fairly intuitive to use and is customizable to our business. Customer support is very responsive. Cons The integration with QuickBooks was never great (but it existed) and now that integration is not longer even supported. It's also geared towards tracking "people" as leads and Opportunities, but we track Construction Projects at Radius Track, so although we make it work in the Opportunity module with customization, it's not idea especially when it comes to reporting and KPIs. Some users find information search to be a little lackluster. Not a huge fan of the Lead module (it duplicates existing contacts). Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Reason for choosing Claritysoft CRM cost (value), customization, integration with QuickBooks (had it at the time) Switched from [Act!](https://www.capterra.com/p/175860/Act/) We had outgrown this database and needed something we could use to track quotes, sales and projects (opportunities) Review Source DF Davina F. Business Operations Manager Construction Used the software for: 2+ years ### "Simply Intuitive, Flexible, Growth Potential" March 3, 2026 5.0 Easy setup, support during setup, each tech support, simply brilliant Help center with both written and video instructions. You can take the system as far as you want or retain its simplicity. Pros The system is much more intuitive than the overwhelming Zoho and Salesforce. Tech support is brilliant and personable. Cons Just like other CRMs, if you want to be able to text and do more activities you must purchase other applications with both purchase and monthly fees to add on to CS. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Claritysoft CRM Much more intuitive, wasn't intimidating like Zoho. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Too expensive, too detailed, too cumbersome. Review Source SH Sarah H. Assistant manager Retail Used the software for: 1-2 years ### "affordable best option" March 10, 2026 5.0 great value I was able to learn a lot about the system and there is still a lot more functions I have yet to learn. It is very extensive and I really enjoy it Pros best price around works great. I have been able to import contacts seamlessly and easy. I love all the video training they offer for no extra cost! Cons sometimes the search function doesn't work in my lead field. no ability to separate ones I have start that I No longer need but am unable to move somewhere Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Claritysoft CRM price was amazing and it appeared to do exactly what we needed Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) it costed $500 per month and was having issues with the click to dial Review Source DJ David J. President Professional Training & Coaching Used the software for: 2+ years ### "Small business utilizes Claritysoft CRM" March 3, 2026 5.0 I am a small business, so I like systems that are easy to use. Claritysoft CRM was easy to set up and now it is easy to operate. I am able to see my sales pipeline potential and create action steps to achieve closer of new accounts. Pros I like Claritysoft CRM because their technical support is the best. They are very quick to solve any issue. At Claritysoft, they provide the technical support. You do not have to hire a third party to help, which great. Cons Overall, Claritysoft has been wonderful. They continue to make product upgrades on a regular basis. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Claritysoft CRM The technical support was superior with Claritysoft CRM. Review Source MD Matthew D. Director Education Management Used the software for: 1-2 years ### "A workable, intuitive program" March 3, 2026 4.0 Pretty solid - better than other CRMs I have worked with, with just a few hiccups on the management side that make it less than perfect. Pros Employees I supervise seem to find it easy to use - it has improved record keeping accuracy because people are finding it an easier tool. Cons It is annoying that I cannot display automatically generated global fields in the project view. Exporting lists is also somewhat inconsistent Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Claritysoft CRM Clarity has features we needed, especially for email uploading Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Old system was not longer able to meet company needs Review Source EM Elizabeth M. Director of Marketing Machinery Used the software for: 1-2 years ### "Strong CRM Solution with Great Support and Customization Options" August 4, 2025 5.0 Our overall experience has been very positive. Claritysoft has streamlined our processes, improved our efficiency, and made it easier to manage customer relationships from prospecting to quoting. The platform strikes a great balance between functionality and ease of use, and the support team has been a key part of our success with it. We’re confident we made the right choice and look forward to continuing to grow with Claritysoft. Pros We love the simple, user-friendly interface and the high level of customization available. The system allowed us to get up and running quickly and tailor modules to fit our exact needs. It brought much-needed organization to our client and prospect management, and we were able to implement a quoting process within the CRM that significantly reduced the time it takes us to generate and process quotes. The customer support is also excellent—responsive, knowledgeable, and genuinely helpful. Cons Modifying the sales and quote templates wasn't as intuitive as we had hoped. It required assistance from customer support to get everything set up correctly. That said, we're glad that Claritysoft offers customization services and that their team was available to walk us through the process when needed. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM We liked the interface, and really like that we had hand-holding during the implementation process. Switched from [Osprey Approach](https://www.capterra.com/p/172620/Osprey-Approach/) Our software was super dated. We needed a new system that everyone in our organization could access. Review Source JC Jen C. Registrar Environmental Services Used the software for: 6-12 months ### "Not what we were expecting" July 21, 2025 2.0 It has been a frustrating switch from our old database. Some records didn't transfer and our customization wasn't as we expected. We have had to transfer many things from the old database manually on a daily basis since September 2024. Pros The ability to email a large number of people at one time. The group edit function at the Project level reduced my completion of projects. The availability of looking up a contact and being able to look at their emails & projects at a glance. Cons When we transferred from our old database, we have contacts with duplicate contact records because they changed Accounts prior to the transfer. When we merge the contacts so all their projects are under one Contact record, it changes all the Account names to the most current Account. When we change the Account for the Contact at the Contact level, the new Account information doesn't update at the Contact level. We have to have 2 fields for email addresses because the blue print Email field doesn't flow into the Project. The Salutation field is only visible at the Contact record. Review Source CD Chris D. Office Director Education Management Used the software for: 1-2 years ### "Claritysoft: Easy to learn across the various roles & responsibilities of our team!" June 24, 2025 4.0 Overall: easy to learn for veterans and for our newer team members, and a marked upgrade from our old CRM. Looking forward to a few more usability upgrades to make our experience excellent! Pros Our company switched from a very old, cranky CRM to Claritysoft. Claritysoft has been terrific for our newer employees and has some really nice features for us (a mid-size private tutoring company that focuses on students in grades K-12.) Interface looks nice, and tasks that were onerous in our old CRM are much less so. Cons Lack of tabbed browsing within Claritysoft and ease of flow between, say, our student list, their parent contacts, and our tutors' projects. Claritysoft can get a little balky if I open up a second browser tab to do the kinds of tasks mentioned above; our old CRM, while creaky and annoying, was easier to move between these different workflows. Claritysoft is better in most other ways, though! Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Our company had become way too big and Solve was not well-supported. I'm not in IT here, nor was part of the ClarityCRM decision, but it was a good switch. Review Source MF Michele F. Marketing Mechanical or Industrial Engineering Used the software for: 2+ years ### "6+ Years with Claritysoft CRM" August 4, 2025 5.0 Our overall experience is 10 out of 10. We have used Claritysoft for more than 6 years and love it! We don't use all the modules, but accounts, contacts, sales, calendar, reports and marketing are all very powerful for us. Pros Simplicity of navigating the modules and the access to data reporting. Customer Support for problem resolution is A+. Cons 1.There seems to be limitations for filtering data between multiple modules. 2.The design of sophisticated quotation templates needs to be more intuitive and user friendly, as it is currently very code-heavy. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM Best choice for small business for the price/value. Review Source JA Jared A. Growth Marketing - UX Lead Synoptix Software Financial Services Used the software for: 1-2 years ### "A great solution for our organization" March 3, 2026 5.0 A great solution for our organization. Our last CRM was way too restrictive and others we looked into were just unaffordable compared to their value. Pros Clarity was a great fit for our small-mid sized organization. Other solutions were a bit too expensive and bloated for our needs. Not to mention Clarity Engage was a great option for growth. Cons Certain reporting features, including dashboards, felt a little restrictive. It took quite a bit of experimenting or even sometimes exporting to Excel to get exactly what we needed. The PDF Quotation feature is also very finicky. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) The software was often times buggy and difficult to work with. Review Source JL Joshua L. Academic Tutor Education Management Used the software for: 6-12 months ### "Easy to Use. No Complaints" March 3, 2026 5.0 Overall very satisfactory. I haven't found myself complaining or annoyed by using Clarity thus far and I think that's exactly what you're looking for in a CRM. Pros The tabs on clients' projects make it very easy to keep things organized and find relevant information. Cons One of the few things I noticed is the lack of ability to add multiple contacts (phone numbers and emails) to a project. Perhaps that's how our firm formatted the contact page, but slightly inconvenient at times. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Company-wide switch, but a much needed improvement. Review Source DS Darlene S. Owner Banking Used the software for: 2+ years ### "Clarity Soft Review" March 3, 2026 5.0 Overall, it's a good CRM. We are a small business, and it works for our needs. We don't use many of the marketing features, but what we do use works great. Pros I like the ease of use, simple navigation, ability to customize and the best support ever. If I have an issue, I get a response almost immediately! Cons The only thing I don't like is the inability to create recurring meetings in the calendar. I'm hoping this is a feature that will be added soon. Review Source JR Jose R. Sales Account Manager Automotive Used the software for: 2+ years ### "Sales Account Manager" March 3, 2026 5.0 Overall, my experience with Claritysoft CRM has been positive. It delivers reliable sales and lead management tools, solid security, and helpful workflow automation at a fair price. Customer support has been responsive and knowledgeable. While the interface feels somewhat dated and reporting and integrations can be limited compared to larger platforms, it has consistently met our core sales management needs. Pros Claritysoft CRM offers strong security, great value, responsive support, solid sales and lead management, easy search, and helpful workflow automation. Cons Claritysoft CRM offers strong security, solid sales and lead management, easy search, and useful workflow automation at a fair price. Customer support is responsive, but the interface feels dated, advanced reporting is limited, and integrations aren’t as robust as larger CRM platforms. Review Source KS Kathy S. CMO Construction Used the software for: 2+ years ### "Highly recommend!" June 12, 2026 5.0 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 CC Christopher C. Project Manager Environmental Services Used the software for: 1-2 years ### "CLARITYSOFT - GREAT VALUE AT ALL NEED LEVELS" June 11, 2026 5.0 My overall experience with Claritysoft has been fantastic! I have recommended this platform to other people in my line of work. Pros Claritysoft helps manage my in-field schedule for chemical testing in a huge way. Calendar integration makes it simple. The most valuable aspect of this platform is the incredibly great technical customer support. Cons When we first onboarded Claritysoft, I had minor issues printing out a single page for each in-field appointment. This was quickly resolved with customer support and it was on MY end. I just needed guidance on how to do it. Review Source MH Monica H. Inside Sales Machinery Used the software for: 1-2 years ### "Claritysoft review" March 3, 2026 4.0 Overall my experience with Claritysoft has been a very positive one. Great program for staying in touch and organized with our customers. Pros I learned alot of new tips on how to stay better organized with reminders, tasks, etc. I also learned alot of new features , ie how to move items around on lists, insert and remove etc. The new features I've learned makes clarity much more useful to me. Cons I feel the Claritysoft program is very very indepth and that there are almost too many features, in that lots do not get used. Review Source AA Alawab A. Tutor Primary/Secondary Education Used the software for: 1-2 years ### "An easy to use solution for day-to-day task management " March 3, 2026 4.0 I’ve used Clarity as a tool to track students/ clients that I work with and tutor. I will say that as a software, it achieves its purpose and that is sufficient for me. Pros Task and workflow automation is great, and the information finding is made simple with the UI. I do not pay for the service myself so I cannot speak on the value for money. Cons There are quite a few bugs that come with the system and have plagued my days at work when using Clarity. The customer support makes up for this though. Review Source NL Nick L. Director of Marketing Chemicals Used the software for: 1-2 years ### "Another Satisfied Customer" March 3, 2026 5.0 My overall experience has been great. From onboarding to using it everyday, I am very happy with the decision to use this program. Pros Support team is always available and they understand their product. It is an easy to use program. The amount of training materials is very helpful. Cons We ran into minor issues with reporting consistency. The team helped me understand they were upgrading their system. For the past several months, we have not any issues. Review Source Camilla O. head of creative and design and marketing specialist Marketing and Advertising Used the software for: 2+ years ### "not bad for a great update" August 4, 2025 5.0 it has not been bad. we have had this platform as our crm for years now, it is good that the interface was upgraded to a newer face Pros Sales and marketing, client management and team collab. The updated interface has really changed the experience. Cons it was outdated, but it was not updated and you are now really getting value for your money. it kept having issues with intergrations. Review Source VR Verified Reviewer Sales Support Security and Investigations Used the software for: 2+ years ### "Team Collaboration" August 4, 2025 5.0 It's a great tool that assists in our overall success in tracking and keeping up with our customers! Pros This is a valuable tool for our Team's collaborative effort! We love that "at-a-glance" we can see what other team members have done with the file, i.e. emails, notes, opportunities, leads, etc. Cons We need different signature banners for various events. Adding and importing new signatures is not an easy task. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.