--- title: "Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Claritysoft CRM the right CRM solution for you? Explore 256 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" publication_date: "2026-09-29" --- Claritysoft CRM 4.5 (256) 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 September 29th, 2026 # Reviews of Claritysoft CRM Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews 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 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 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 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 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 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 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 256 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mandi H. Office Manager Environmental Services Used the software for: 2+ years ### "You get what you put in!" July 9, 2026 5.0 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 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/) 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 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 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 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 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 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 JK Jennifer K. CFO Design Used the software for: 2+ years ### "Great for those that want Customization" March 3, 2026 5.0 It's been GREAT! For the price and customization abilities, it works perfectly for us. We also like the ability to move opportunities between stages by dragging them. Pros It is very customizable! You can see opportunities in board view and drag opportunities between stages easily. Cons The documents you attach in one module e.g. opportunities, don't flow down when converted to next stage e.g. quotes Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) too expensive, to complicated, no one used it correctly Review Source SK Stephanie K. account manager Hospital & Health Care Used the software for: 2+ years ### "Recommend for small to mid sized companies" October 2, 2025 5.0 Overall very happy with Claritysoft CRM. It's structured but also customizable. We're able to alter it to fit our needs without so many options that it becomes difficult to manage Pros Great value and customer support. Claritysoft does everything we need to do for an affordable price. We have used other CRMs in the past that were not right for our small-mid sized company needs and were too expensive. We've been using Claritysoft for several years now and are very happy with the product. They take every suggestion into consideration for future upgrades. IT support always gets back to you same day, sometimes moments after reaching out. Cons I have no complaints about Claritysoft CRM and we are very happy with the product. Areas where theres room to improve, the team evaluates and releases upgrades for. Charts could use some expansion, as I don't find those very helpful at the moment. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing Claritysoft CRM Inexpensive in comparison to sales force and better customer service. 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 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 CM Chayeane M. Account Executive - Wire Sales Retail Used the software for: 1-2 years ### "Great and easy CRM system!" March 3, 2026 5.0 I have had an overall great experience with Claritysoft. I appreciate all the updates they continue to implement in order to give users a better and more effective experience. Pros Claritysoft has really allowed me to organize my leads and customers in a clear and concise way, allowing me to not only having everything in one place but also helping me stay connected with my customers and personalize my experience and needs along the way. Cons The software seems a bit outdated at times, sometimes I would like things to be a more streamlined and more phone friendly. Review Source NM Nikki M. Business development Construction Used the software for: 1-2 years ### "Love this CRM!" June 23, 2026 5.0 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 JB Jillian B. Territory Manager Medical Devices Used the software for: 1-2 years ### "A++ to the Support Team" June 11, 2026 5.0 My day to day at work revolves around Clarity Soft. I could not ask for an easier platform to manage my customer base and create quotes. Pros Easy to navigate, filter data, and find accounts! Clarity Soft has a kind and excellent support team ! Cons I wish that it was easier to create metric charts for some reason I can never get the data I need from the charts Review Source JD John D. Sales Manager Retail Used the software for: 2+ years ### "Clarity Soft AED Everywhere review" March 3, 2026 5.0 For the most part it is very good. When it is working well it is very helpful. I would make sure as much as you can that you keep improving it. Pros I can order everything and see all my customers in one setting and it is very easy to make the orders. Cons Sometimes it does not load and you have to wait for it. Please work on keeping it up and running efficiently. Review Source 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 NF Nyles F. Inside Sales Consumer Goods Used the software for: Less than 6 months ### "“Claritysoft CRM Is a Productivity Killer — Avoid if You Value Your Time”" August 5, 2025 1.0 My experience with Claritysoft CRM has been extremely frustrating. As a salesperson, time is everything—and this system wastes an unacceptable amount of it. I spend hours every day clicking through multiple screens just to gather basic customer information that should be visible in one place. The system is slow, inefficient, and not designed for fast-paced sales environments. Every extra click, every 10–12 second delay adds up, turning simple tasks into time-wasting exercises. I would never recommend Claritysoft CRM to anyone who values their time or needs to work efficiently. It has become a black hole for productivity, and I genuinely regret having to use it for my daily workflow. Every second of every minute every day. Pros While my overall experience with Claritysoft CRM has been challenging, I will say that creating new accounts is straightforward and user-friendly. The process is simple, and it doesn’t take much time to input basic customer details Cons I spend hours each day wasting time clicking back and forth just to piece together customer information that should be visible on one screen. The workflow is inefficient and not designed for high-volume sales activity. Additionally, the system is painfully slow — if I accidentally click on a closed activity, I’m stuck waiting 10–12 seconds for it to load before I can get back to what I was doing. These delays add up and make it very difficult to stay productive. 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 MC Martin C. Academic Private Tutor Education Management Used the software for: 1-2 years ### "GREAT TOOL FOR TUTORS" March 3, 2026 4.0 Overall, its a great tool. The organization aspect is amazing. I think being able to send emails or open docs within the app would be nice. Pros I like how organized the product is! After I complete a session, it is so easy to populate sections. Cons There is too many buttons. Perhaps try to condense the options, make it simpler. One thing that can be improved is integrating 3rd party tools for example gmail. Review Source ED Evan D. Tutor Education Management Used the software for: 1-2 years ### "Solid platform" March 5, 2026 4.0 Pros Its a nice way to keep all information filed, in a secure platform. Also quite helpful for managing that information. Cons Website loading times can be slow. Some better UI developments and dashboards could be helpful. Organization of information/accounts isn't the easiest to navigate Review Source ## 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. Talk to a Capterra advisor for free and get results within 15 minutes.