# Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Claritysoft CRM the right Lead Management solution for you? Explore 255 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 (255) 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 June 29th, 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 BA Blake A. Sales Manager Defense & Space Used the software for: 2+ years ### "Outstanding Service" June 11, 2026 4.0 The customer service and implementation specialist I work with has been an amazing experience. It is by them alone that we have chosen ClaritySoft as our go to CRM. Pros Organized and easy manipulation of main screen/reports. This allowed me to gather custom reports quickly and efficiently to send into management. Cons We are a very custom manufacturing business and are not able to use the quote module. We tried several times but it just doesn't work with our style of business. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) ClaritySoft offered a more complete package at the price point we selected. Review Source NQ Naved Q. Sales Engineer Plastics Used the software for: 6-12 months ### "Not a great CRM but a good CRM" June 15, 2026 3.0 Pros It did everything I needed it to do. It seemed to have most capabilities, but it was not exactly seamless use. Cons The layout was not simple or user friendly. We did not have access to map view to see customers by area. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce was extremely expensive and costly to add features. Review Source 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 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 HL Henry L. Tutor Education Management Used the software for: 1-2 years ### "Clarity Soft is pretty good as a CRM for tutoring purposes." June 12, 2026 4.0 Claritysoft is pretty useful in organizing information about clients, but there is definitely a learning curve to be able to get the most out of the software. Pros I find it pretty straightforward to use and the information is generally well organized for what I do. Cons 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. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Upper management decided it wasn't scalable enough. 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 BC Bryan C. VP of Business Development Facilities Services Used the software for: 1-2 years ### "Good product if you dont need modifications" June 11, 2026 4.0 It was good overall, but if the product needs any modification to make it work for you it becomes problematic. Pros Basic and yet works well. Easy to navigate, easy to search and input data. it performed well and seemed pretty fast. Cons Help is tough to get in an accurate way. Customer support often seemed lost like they were not sure not to use or modify their own product. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce to expensive and didnt fit well. 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 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 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 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 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 Claritysoft CRM 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 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 SF Seth F. Medical Service Representative Hospital & Health Care Used the software for: 2+ years ### "Medical Servie Rep’s Experience " March 3, 2026 4.0 It’s a very effective tool that makes my job as a service rep much simpler and less time consuming. I’ve seen the difference when I deliver to a client who lives out in the country, where I have little to no service m, and have to fill out their information manually. It is a much simpler and quicker task to just type it all out on my phone and then hit ‘save.’ Pros Plenty of room for notes. I often run into problems with clients who do not get an immediate discharge from the hospital, following their surgery. In many cases, they’ll either be hospitalized for a lengthier amount of time or sent to a rehab facility. With each day of updates, I require plenty of room for clarification and the app provides just that. Cons You can’t tap the address and go straight to Google Maps. There was an earlier version of the app that allowed me to do this, but not anymore. Takes a little longer to flip back and forth between the app and the maps to type in my destination. 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 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 MO Mary O. ceo Financial Services Used the software for: 2+ years ### "Great Service and Easy to Use" August 30, 2025 5.0 We have been using the ClaritySoft CRM since 2018 and are more than satisfied with the CRM and Customer Support. We have recommended ClaritySoft to everyone looking for a user friendly system. Pros Easy to use and excellent customer support. We needed to change some of the features in our CRM and ClaritySoft has been more than accommodating, making our CRM easier to use. Cons I can't think of anything right now, but if I was uphappy about something with the CRM I am certain ClaritySoft would do everything in their power to fix it. Review Source OE Oscar E. Medical technicians Health, Wellness and Fitness Used the software for: 1-2 years ### "Honest feedback " March 3, 2026 5.0 Very good efficient organized keep all the information that k need in one place easy to access and quickly Pros Task and workflow automation It is super helpfull and convenient keeps all my task organized and my customer information in one place Cons Crashes/and slow to load on times It is super helpfull and convenient keeps all my task organized and my customer information in one place 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 RT Russell T. Chief Revenue Officer Professional Training & Coaching Used the software for: 1-2 years ### "Fractional Sales Leader using Claritysoft CRM" March 6, 2026 4.0 Good for what I need and maybe wonder if I getting the best out of it? I need to invest some more time in learning more about how other SX advisors use it. Pros Easy to use and great customer support. I like that I can add new contacts direct from LinkedIn. I also like that I can build and send my newsletter from the tool. Cons Dashboards - I don't think they are great when I compare to other CRM's I have used and also my clients use. 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 ## 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.