# 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 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 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 VR Verified Reviewer Supply and Operations Manager Construction Used the software for: 2+ years ### "Keep pushing!" August 4, 2025 4.0 Overall, I think it's a great product and has served us well, even though we still feel there are improvements that are very needed and very overdue. Pros Customer service, I can always call in when I have a complaint. Also, it's very flexible, I can always customize the next functionality that we want to add. Cons The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited functionality. Not being able to access Support tickets, for example. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/) Reason for choosing Claritysoft CRM Price and flexibility. The way that we can add so many fields and edit our automation proved very useful. 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 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 LD Lyndsay D. Tutor Education Management Used the software for: 1-2 years ### "Happy with Clarity" June 24, 2025 5.0 My overall experience with has been great. I like how organized all the information is, which allows the information I am looking for be easily accessible and relevant Pros My favorite part about Claritysoft is its user-friendly features. I like how organized it is and how accessible the information is in a well, laid-out format Cons The least liked aspect of Clarity is its connection with ADP. It will be nice when the information entered into Clarity automatically transfers to ADP instead of having to manually enter everything through ADP, which is more on ADP Switched from [BigTime](https://www.capterra.com/p/131076/BigTime/) AJ Tutoring made the switch because their contract ended with Bigtime and they are looking for a CRM that will streamline with ADP 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 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 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 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 offers strong security, great value, responsive support, solid sales and lead management, easy search, and helpful workflow automation. Cons 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 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 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 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 RT Roxanne T. Sales Consultant Financial Services Used the software for: 1-2 years ### "Feedback2026" March 4, 2026 4.0 Customer service is very good. I get a good response timeframe and people are willing to go the extra yard. Pros It is available with minimal disruptions/availability restrictions. I like that there are continuous training opportunities Cons When the system is down for maintenance, it does not always inform you that is the reason you can not log in. A message should pop up to confirm that is the case and not leave you thinking something else is wrong. 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 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 GC George C. Attorney- Owner Financial Services Used the software for: 1-2 years ### "Makes running a business easier" March 3, 2026 5.0 I have been very pleased. It keeps my data on each of my clients in one place. It makes for an easy follow-up that my business deals are going as planned. Pros As an untech person, I was easily able to figure out most of the features that I need. The Claritysoft support was able to easily explain the additional things I needed. Cons I wished that I could use it to make calls directly from my cell phone. The only other issue is my fault, I wish that I would use it more. Review Source KB Kevin B. Academic and Test Prep Tutor Education Management Used the software for: 1-2 years ### "Claritysoft is AWESOME" March 3, 2026 5.0 Claritysoft has been a total upgrade versus the other softwares I’ve tried, and the flexibility is also a life saver. Pros Claritysoft has really simplified managing my projects and keeping track of multiple loose ends, allowing me to focus more on the work at hand. Cons Sometimes it can lag or be slow, but I think that’s just a byproduct of how many projects I have to manage. 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 JR Johan R. Tutor Education Management Used the software for: 1-2 years ### "Claritysoft CRM: Functional with room to improve" March 3, 2026 4.0 Overall, I would say that is a good basis for data organization and management, and with some usability improvements, could even be great. Pros One of the things I liked most about is the storage of information. The way they organized the tabs was useful for being able to access information, while not overloading everything into one screen. Cons is a little 'clunky' when it comes to data entry and data creation. It often takes multiple clicks to create something, and to delete something can take even more. Review Source AK Ari K. Energy Consultant Utilities Used the software for: 6-12 months ### "Ari Kapner's review" March 3, 2026 3.0 I'm not a claritysoft expert, that's why we have support staff. I was unhappy with their attitudes to be honest. Pros It was organized and well thought out platform that provided value to our business operations, but the support wasn't great. Cons Felt the support team was burdened by my issues with the platform. Each time I reached out, they would say stuff like "Haven't we already been over this?" 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