# Page 10 | Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 10 - 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 # Page 10 - Reviews of Claritysoft CRM ## Showing most helpful reviews Showing 226-243 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JC Jill C. President Management Consulting Used the software for: Less than 6 months ### "Just getting into it" February 15, 2018 4.0 great customer support and follow-up Pros Visual display. Linking to email, tasks and meetings. Like being able to add to drop down lists. Like being able to assign tasks to another team member. Cons Configuring is more challenging than I expected. But then I am trying to save money by doing it myself. Review Source NP Nola P. intern Used the software for: 6-12 months ### "great CRM software" June 29, 2018 4.0 Pros This software has great versatility in record keeping, reporting and lead conversion. I highly recommend this software. Cons There are some bugs within email blasts and crossing over from offline to live. however the technical support team is very helpful in dealing with these issues, Review Source JV John V. Outreach Director Government Relations Used the software for: 2+ years ### "Oregon Savings Network Review" January 5, 2017 3.0 Overall it serves its main purpose as a database but does have some limitations that are not ideal in communicating with folks but that is due to more internal issues. Pros It provides a nice database that is relatively easy to do searches on. Cons Sometimes it is not ideal for our specific organizational purposes and is duplicative at times when entering contacts. Review Source MA Mark A. Director of Business Development Used the software for: ### "Great Functionality with a simple interface and excellent usability" July 9, 2015 5.0 Claritysoft offers the functionality of big or popular packages with an easer interface and quick customization. This has enabled us to tailor the product to our exact market quickly and improve acceptance and use in the company. One absolute key that most companies miss is the ability to work when not connected. This is important for use in the field in the western US and has also has provided us with additional utilization of "Plane Time", resulting in more satisfaction among users. Give Claritysoft a careful look before you choose a CRM, full features and more at a competitive price Review Source R(B Ruel (Rusty) B. DB Consultant Used the software for: ### "I would use ClaritySoft for my CRM needs in a heartbeat." March 2, 2016 5.0 The pros and cons of working with an organization can be many. The pros far outweigh the cons at ClaritySoft. The relationship starts with an in-depth discussion of customer needs and then how the ClaritySoft system will meet those needs. The Trainer was exceptional, always knowledgeable and responsive. The support staff always kept me informed and listened to any issue, recording the screen movements to give to the programmers. We did have a hiccup during implementation but that was addressed and was done in a timely manner. I would use ClaritySoft for my CRM needs in a heartbeat. Review Source RR Robin R. Director of Operations and Business Development Medical Devices Used the software for: 2+ years ### "Claritysoft Review" August 20, 2019 5.0 The CRM is very helpful to our Sales team. It helps them track leads, account activities, reminders to contact prospects/customers, estimated sales, etc. The Claritysoft customer service and sales team are great to work with as well. Pros Very user friendly. Customer service is very helpful and always available to assist. Helps track sales, opportunities, follow-ups, etc. Easy Cons Training videos are not listed in an order that makes sense fora new user to follow. E-mails sent to customers are not shown as a "touch", so you can't always identify or run a report showing the last time you connected with a customer. Product dictionaries could use an upgrade so you can move items around easily. Reason for choosing Claritysoft CRM Saleforce had more functionality/capabilities than we needed at a higher cost. Review Source cM cathleen M. Used the software for: ### "Claritysoft review for medium size manufacturer" January 5, 2017 4.0 We compared Claritysoft to Zoho, Sales Force, and a few other smaller CRM systems. Claritysoft was chosen for the following reasons: ease of customization; USA based tech support, intuitive interface, easy reporting, & affordability. We've been using Claritysoft about 15 months (25 users), and it has met most of our expectations. When there is a problem, the support staff is always helpful and friendly, plus you don't get stuff in voice mail hell - just press 2 for tech support! Review Source MM Michael M. Vice President Banking Used the software for: Less than 6 months ### "Easy to use but implementation with email integration has been slow." January 18, 2018 4.0 I recommend this software based on its ease of use and affordability with a flat rate and low implementation costs. Pros Software is easy to use and creates the information that we as a small community bank are looking for to manage our pipeline and prospects. Price is right for what you get and much more affordable than industry standards. Training with online/youtube options has been very good. Cons Implementation with email has been slow due to issues in our Kerio email. Data filters are very sensitive to syntax and can be annoying to deal with. Review Source DC David C. VP Used the software for: ### "I like the software very much. It has helped with organizing my schedule and tasks. " June 24, 2015 4.0 The operation and and function of the software makes sense to me, so it was reasonably easy to implement. The training that we received at the time of the purchase was very good and I don't think we have used all of the training we purchased. Any questions that I have asked have been answered quickly and thoroughly. The operation of the software has benefited our company by providing a central location for customer information for all users to view. Review Source SD Sonya D. Operations Managers Medical Practice Used the software for: Less than 6 months ### "Operation Manager" January 3, 2018 5.0 Pros Easy to use ? Great support the staff is always nice and friendly when I call. I enjoy the webinars they are very user friendly. Review Source TJ Tony J. Vice President of Business Development Used the software for: ### "This software has many bells and whistles. I use on a daily bases about 20% of the software. " June 9, 2015 5.0 The system is always open and running quickly when I go to enter my data at any time of the day or night. The update of information is clean and effortless to outlook. The support staff returns my calls quickly and is willing to walk me through my issues. Cons, I would like to have a few more custom made report files that I can quickly gather and print for each of my office locations. Review Source JS John S. Account Sales Representative Used the software for: Less than 6 months ### "Claritysoft is a very professional and customer friendly organization with a good tool and awesome personnel." May 18, 2017 4.0 Pros The service and help is great! The sales people have helped me understand what they have to offer, answer questions quickly, etc. It overall seems like a great product. Cons I can't say that I am aware of many cons other than the fact that it would be great to have one big bulk price for all the different things clarity soft brings to the table. Or maybe even have the different features as an add-on for only a few people as opposed to everyone who may not use certain features Review Source DS David S. Director of sales and marketing Building Materials Used the software for: Less than 6 months ### "Global green led " July 16, 2019 5.0 Wow....customer service is great. Great product and company. Pros It takes sometime to learn however once you know the software you have many ways to customize it. Cons Learning curve but that’s ok. You need to just learn where things are. Review Source BS Bill S. Used the software for: ### "A Good CRM Product for our Distributorship" January 5, 2017 4.0 We are a small business with about 6 active salespeople using the CRM for contact management, opportunity management, and sales management. As a Sales manager, it is easy for me to create reports and distribute activities to the sales reps. As the rep, it's easy to manage an activity list and opportunities. Review Source BH Betsy H. Used the software for: ### "CRM Software that actually gets used" January 5, 2017 4.0 We have had a great experience working with Claritysoft. The software is easy to use (which means that our staff is actually using it as we intended) and their support has been outstanding. They have a strong understanding of the user's needs and how to make it a quality experience. Review Source EE Erica E. Used the software for: ### "New users experience" January 18, 2017 4.0 So far ClaritySoft has been sufficient for what we need. Ultimately we would like the system to be cohesive in meshing with our booking system. There have been some confusions as some of our users used the desktop platform and others use the online version. I think that Review Source VS Virginia S. Used the software for: ### "Exceptional service " January 13, 2017 4.0 Very easy to use this CRM. Best of all is their customer service and support always very helpful with quick turnaround service. Highly recommend. Review Source MA Mandy A. Vice President Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Great CRM" November 17, 2016 5.0 Our sales staff loves ClaritySoft. The system is easy to use and they provide great monthly training. Pros Monthly Training, ease of use, and great price! Cons None 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. 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