# Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Claritysoft CRM the right Lead Management solution for you? Explore 243 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/123868/Claritysoft-CRM/reviews --- Claritysoft CRM 4.5 (243) 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 March 13th, 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 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 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 RR Rob R New Member Engagement CoordinatorMedical Practice, 501 - 1,000 employeesUsed the software for: More than 2 years. “However, the import and export tools can be a bit challenging to work with, which occasionally slows down data management.“ March 3, 2026 LM Lisa M Marketing CoordinatorConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate the information you want to gather.“ March 3, 2026 jh jameela h InstructorEducation Management, 201 - 500 employeesUsed the software for: 1-2 years. “It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off.“ March 22, 2026 FS Flavia S Custom Groups ConsultantLeisure, Travel & Tourism, 11 - 50 employeesUsed the software for: 1-2 years. “I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and customer interactions.“ March 3, 2026 JR Johan R TutorEducation Management, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “It often takes multiple clicks to create something, and to delete something can take even more.“ March 3, 2026 ## Showing most helpful reviews Showing 1-25 of 243 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 KS Katie S. Adminstrative Manager Education Management Used the software for: 1-2 years ### "Administration Manager" March 3, 2026 4.0 Overall, positive! It's secure, well built, they've been very responsive to our requests, and I appreciate working with them. Pros The information search is pretty easy, and I appreciate the security features especially. Being able to have certain project limited in view and scope to certain team members has been very good for client confidentiality. I appreciate how easy it is to customize views for my different potential workflows, as I wear a lot of hats at my company. Cons I wish there were more links between the different project levels, as they feel very siloed. The contact information being siloed away from the project information, being siloed away from the client account is frankly a little strange. The high degree of user interface customizability also took some getting used to to be able to use effectively. Switched from [Namely](https://www.capterra.com/p/143606/Namely/) Solve360 was a product that was being discontinued by the company that made it, and we needed to find a different CRM solution. Review Source JM Jonathan M. Account Manager Retail Used the software for: 1-2 years ### "Gift Card Review" March 3, 2026 3.0 Its been ok Pros My work has me using it and I have used worse and better CRM's. It is easy to navigate and use but lacks some key functions. Cons The difficulty of uploading documents> Review Source SQ Simon Q. Sales and Marketing Coordinator Automotive Used the software for: 6-12 months ### "Affordable and easy to use" March 3, 2026 5.0 My experience has been great. It has been super easy to learn and integrate our sales plans into action Pros I like how user friendly it is. It is layed out very well and helps to keeps things incredibly organized. It also gives really good visibility for anything you would want to track Cons I would say the limitations on a few of the filters and importing new data can occasionally be a bit frustrating Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM there were numerous alternative CRM's but this one had great reviews and seemed very user friendly and affordable and also had all the functions we were looking for Review Source CG Cassandra G. Office Manager Wholesale Used the software for: 1-2 years ### "Great program!" March 3, 2026 5.0 It has been really good! It helps us mainstream things and get all of our information into one place instead of multiple spreadsheets. Pros We appreciate the ability to pull reports and create special reports based on how our business runs. Cons Sometimes things are a little unclear in how to edit and change the software based on our specific needs. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM It fit our needs the best- because our business works a little differently. Switched from [Act!](https://www.capterra.com/p/175860/Act/) It didn't suit our needs properly and was hard to work with. Review Source LM Lisa M. Marketing Coordinator Construction Used the software for: 2+ years ### "Great CRM for Small Businesses" March 3, 2026 5.0 Great experience so far - we have been using it for about two years now. Customer service has always been helpful and friendly. Pros Claritysoft is a very user friendly CRM. We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate the information you want to gather. Many other CRMs come with a standard layout and their contact cards are so busy with information tabs we don't care about so its nice we can make these direct and simple. Also LOVE the opportunities board they offer. Really nice to view your sales that way! Cons At this time, the only thing that has seemed difficult is adding the add-on in Outlook, and utilizing their email function but that could have been something on our end and not theirs. Switched from [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) We did not require a sales CRM that intense. Wanted something smaller and more personalized for our company. Review Source JP John P. General manager Building Materials Used the software for: 2+ years ### "Keep it up, Claritysoft" March 10, 2026 4.0 For the price we're paying and how much we've customized it, I would say we're pretty satisfied and considering staying around for a good long while. Pros Flexibility and quick turnaround when service or support is needed. We've been able to really customize Clarity far beyond what we originally thought was possible. Cons Lack of true "Workflow" integrations. A lot of the newer CRM's in the market offer ways to create clear pathways for each sales type. If this, than this, then this, then this, etc. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM Pricing was way too high of Salesforce for our size of team. Review Source LN Ladd N. Owner Medical Devices Used the software for: 1-2 years ### "It is clearly better" March 3, 2026 5.0 Exactly what they all do, just more economically. Not sure why anyone would choose another option. Their support staff is beyond expectations. Pros Easy to learn, so many capabilities, great support from the team. It is easily one of the most feature rich, and economical offerings in CRM Cons Loved it....there is nothing I did not like about Claritysoft. The app was great, desktop great, the fact that it interfaced with QuickBooks..great Alternatives considered [Sales Force Automation-SFA](https://www.capterra.com/p/114993/Sales-Force-Automation-SFA/) Reason for choosing Claritysoft CRM Value, onboarding, ability to move and make it happen with us Review Source EL Evan L. Regional Business Development Manager Pharmaceuticals Used the software for: 2+ years ### "Great Value For Simple Businesses" March 4, 2026 4.0 I've used Claritysoft CRM for about 2 years after using Salesforce for a decade and Power BI for about 2 years. It is simply an address book where you can make notes of your calls. Pros Great value and customer support. Very organized way to store contacts. Easy to put contacts at multiple locations. Cons It can feel like a glorified Address Book at times, and doesn't have the AI features or Advanced Intel that Salesforce or Power BI have. The lack of automation, ability to print invoices, or integrate software is a con, unless you don't need that stuff. 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 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 JB Jeremy B. Owner and Founder Management Consulting Used the software for: Less than 6 months ### "Same price - better features and flexibility" March 20, 2025 4.0 This is heads-and-shoulders above HS. For my particular line of work, keeping the "Leads" and "Contacts" in separate is a nice touch. But the ease of creating new fields, arranging formatting, uploading data, and activity reporting is so much easier to do with this tool. Best of all, the cost is very compatible to the competition, and without the annoying 'upsell' for feature sets that should be included. Pros 1) Easy to use 2) Easy to get reports to track teammate's activities 3) Easy to filter and find records when using the mobile app 4) VERY EASY to add fields and modify record formats Cons 1) GUI is a little bland 2) Can be a little too flexible, especially with larger teams Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Claritysoft CRM Better price for the features and flexibility Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Cost increases for necessary features was too high, especially with the frustration of customizing the data attributes and trying to get reporting to work as needed. Case in point - you can't search and filter on the mobile app?!? Review Source HL Henry L. Tutor Education Management Used the software for: 6-12 months ### "Claritysoft is a good CRM for people working with many different clients and is highly customizable" August 9, 2025 4.0 It's been a good experience, better than our last CRM. It makes it fairly easy to stay on top of everything especially since we often will need cross departmental support. Pros Pretty straightforward to use and makes it easy to stay on top of everything for the clients I'm working with. Cons Could be organized a bit better in terms of menus and filters. It can sometimes be a bit difficult to sort through clients, especially since our clients will transition out of our services in 1 to 4 years. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Company made the decision to transition to something easier to use. Review Source VR Verified Reviewer Director Education Management Used the software for: 6-12 months ### "Great CRM overall, small fixes would make it better!" August 4, 2025 4.0 Pros Claritysoft has a great filter feature and lets us use the CRM to respond to a large number of clients efficiently. Cons There are certain small things that don't seem to make sense (phone numbers entered as plain text rather than uniform formatting), or being able to adjust column views based on the view you're using. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Didn't work for our business based on the volume of clients/interactions needed Review Source VR Verified Reviewer Pharmacy Automation Consultant Hospital & Health Care Used the software for: 2+ years ### "Reliable CRM with Excellent Support" August 5, 2025 5.0 I’ve been using Claritysoft for 7 years now and have nothing but positive things to say. The support team, in particular, has been outstanding—always attentive and incredibly prompt in their responses. Pros I really like how easy it is to navigate between different accounts, and I appreciate that it records closed activities while also allowing you to schedule open activities for the future. Cons I send most of my emails directly through Outlook, so in order to save them as closed activities in Claritysoft, I have to manually save each one using the Claritysoft plugin. It would be helpful if there were a more automated way to log these emails as activities. Review Source SR Sarah R. Sales Admin Information Technology and Services Used the software for: 2+ years ### "Ease of use" March 4, 2026 5.0 I have only had one issue ever and it was taken care right away by the support team. My call was answered quickly and my issue was taken care of right away. Pros I really like Claritysoft CRM ease of use. It is very user friendly and easy to navigate. The customer support is great. Cons I wish that you could change the user view easier. If the user had a few more options to customize it more to their liking it would be great. Review Source SW Shawn W. Managing Partner Media Production Used the software for: 2+ years ### "I love Claritysoft" March 18, 2026 5.0 My overall experience is A+. The app for my iPhone is awesome. I have instant access in my hand at all times. Pros The value is great and, when I have any issues/problems, I get IMMEDIATE assistance and they’re always professional, knowledgeable and friendly. Cons The only thing I dislike, and it’s minor, is the search query on the app. It’s a little quirky. The search fields don’t reset. Review Source mP michael P. Vice President Commercial Banking Banking Used the software for: 1-2 years ### "Clarity Soft Review 1" August 4, 2025 4.0 I've been using Claritysoft CRM for the better part of 15-months now. This is the CRM product chosen by the bank to manage its client base calling activities and pipeline reporting. The other CRM software that I had been using was Salesforce. I personally found Salesforce a bit overwhelming for the client based that I had to manage. Claritysoft appears to be a perfect fit for the current client base we have. Pros The drop-down menus are easy to navigate and gets you to the screens needed quickly. User friendly drop downs. Cons The program could expand some of the fields to include more financial drop downs. Such as Balance Sheet and Income Statement information. 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 DW Dawna W. Systems Specialist Consumer Services Used the software for: 2+ years ### "Clarity Soft never disappoints" March 3, 2026 5.0 Pros Always reliable and can access from anywhere! If I have ever run into an issue, customer support is always there to help! Cons I have not found anything that I do not like about Claritysoft. I did a lot of research before chosing this as my platform. Review Source GJ Garry J. Investment account manager Financial Services Used the software for: 1-2 years ### "Great software and CRM system " March 6, 2026 5.0 It’s a great CRM and really intuitive. I like the organization of clients and ability to search on the app. Pros The software is easy to use and the interface is great. I really enjoyed the ability to do mass emails. Cons Usage of AI would be nice. It would be nice to have AI generated suggestions for email and easier way to consolidate groups of clients. Review Source BL Ben L. VP Sales and Marketing Building Materials Used the software for: 2+ years ### "Very good software - Streamlined and Efficient" June 24, 2025 5.0 We use it to maintain a database that all our sales rep use every day. It's fast and allow us to train and have our new reps efficient after few weeks. Pros It's flexibility. It's really easy to adjust the system to your company needs and when set the system is easy to use and very fast for the users. Cons The export and import system can be sometimes hard to work with. Because of this we prefer to do manual updates instead of uploading entire spreadsheets. Review Source TT Trey T. Sales Rep Information Technology and Services Used the software for: 2+ years ### "Good CRM to Use" June 25, 2025 4.0 It’s been good , I am able to store a lot of data and look at the previous years data from other sales reps . Pros I like How easy it is to link to email , look at past history of opportunities and activities . I like filter how many reps I can see. Cons It can be a little tedious to add account names when you put in the activity you are working on . I don’t like having to jump out of creating a new opportunity to add a new contacts information to an account . Review Source KS Katie S. Project Manager Management Consulting Used the software for: 2+ years ### "Useful, but Still Growing" March 4, 2026 4.0 Overall, I have been satisfied, but also wanting more. I have seen the team continue to add new features and support has been very attentive, so I am appreciative of that and hopeful for the future of the platform. Pros I like its customization options - we use it for a variety of types of contacts and communications and can effectively do so thanks to these capabilities. Cons There are still some limitations when it comes to the email module. There are times when I wish there were some more intuitive and flexible features to analyze performance, break large sending groups into multiple smaller sending groups, and update contacts based on their interaction with the campaigns (including automatically updating the contact if they unsubscribed or bounced). Review Source VR Verified Reviewer Academic Tutor Consumer Services Used the software for: Less than 6 months ### "Great tool" August 4, 2025 4.0 Mostly positive, as it has allowed me to keep track of all the profiles and be able to maintain detailed notes on them. Pros It's not difficult to learn how to use Claritysoft CRM. Only a few questions have come up since using this tool and have been easily answered. Cons I don't like that sometimes it's difficult to find certain profiles. Perhaps this is because I'm still learning how to navigate this tool. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.