# Page 3 | Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Claritysoft CRM ## Showing most helpful reviews Showing 51-75 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 CM Chasity M. Admin Asst Medical Practice Used the software for: 1-2 years ### "Quick, Easy, and Effective" March 23, 2026 5.0 Overall this program has helped our company expand, allowed for oversight, and been a great asset. We use it to track engagements and this has been very helpful. Pros It is easy to use and keeps track of all the information our company needs. It works quickly, is updated often, and provides support as needed. Cons Some of the reports are hard to get to and when a calendar is full of activities it seems like it takes forever to load. Review Source RR Rob R. New Member Engagement Coordinator Medical Practice Used the software for: 2+ years ### "Claritysoft: The good, the bad, the usability!" March 3, 2026 5.0 Overall, the platform provides a smooth and user‑friendly experience, with intuitive data tracking, a helpful calendar and activity/task list, and customizable views that make daily work easier. I especially appreciate that it stays logged in for long periods, eliminating the need for constant reauthentication. However, the import and export tools can be a bit challenging to work with, which occasionally slows down data management. Pros I like how easy it is to use which includes how it tracks data, has a calendar, activity/tasks lists, stays logged in for a while so you do not have to keep logging in every five to ten minutes and the views are customizable very well. Cons The import/export tools can be a little difficult to work with. I have not really noticed anything else that could be a con. 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 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 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 NM Natali M. Pharmacy Automation Consultant Industrial Automation Used the software for: 1-2 years ### "Highly Recommend " August 26, 2025 5.0 Extremely easy to add and manage accounts to keep up with your customers account history. Easy access to overview customers' accounts. Pros The ability to create Open-Activities to complete tasks in the future and receive reminders beforehand. Cons Filtering to find information or run certain reports but, I'm sure I might just need further training. Review Source CC Chris C. Project Manager Environmental Services Used the software for: 1-2 years ### "Claritysoft - Great CRM with fantastic support" March 26, 2026 5.0 I use Claritysoft primarily to keep chemistry notes and organize followups on wastes generated by clients. Pros The support is phenomenal. On another date migration, we had an issue. One phone call and 5min later, they solved it. Cons I've experienced no issues except scheduled maintenance of which Claritysoft notifies in advance and usually on a weekend. 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 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 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 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 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 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 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 LA Lisa A. Billing Transportation/Trucking/Railroad Used the software for: 2+ years ### "CRM review" June 25, 2025 4.0 Good. Sometimes frustrating when it locks up. Overall, Claritysoft is a rebust and reliable system for our company. Pros Ability to export data, I like the ability to adjust columns and customize, I like the ability to make views. Cons Complexity. Systems locks up. When I adjust columns they will not always stay. When in history, it would be nice to see the actual dates and times and activity is done rather than weeks. 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 CS Caecilia S. Team Leader Education Management Used the software for: 6-12 months ### "Smooth Sailing After the Learning Curve" June 24, 2025 5.0 I’ve really grown to like Claritysoft CRM! Compared to the bulky dinosaur that was our old CRM especially, Claritysoft feels like a breath of fresh air--faster, sleeker, and so much more efficient. Once you get used to navigating it, the platform is a easy to use and makes day-to-day tasks so much smoother. The only downside is that it’s not super intuitive right out of the gate, so having a guide or walkthrough is definitely helpful. But once you get the hang of it, it’s a game-changer. Pros Fast, sleek, and efficient--once you learn it, Claritysoft is a total game-changer! Highly recommend! Cons It's not super intuitive right out of the gate, so having a guide or walkthrough is definitely helpful. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Solve was a dinosaur: slow, bulky, and overloaded. 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 WS Wendy S. Strategic Account Specialist Pharmaceuticals Used the software for: 2+ years ### "Average. Not sure if I would pick this for myself. My company picked it." March 4, 2026 4.0 mediocre. A little hard to learn. Not really sure how to use it properly and we have been trained at my company. Pros Ability to see all leads of all fellow co-workers, but it seems there are many different ways to add clients and it does confuse me. Cons Not easily organized. System is a bit wierd and not intuitive when you go to add a new lead. If I go to the home page it is blank and you need to customize everything. Review Source MC Mercedes C. Sales Director Machinery Used the software for: 6-12 months ### "ClaritySoft CRM review" January 15, 2025 5.0 We have used ClaritySoft now for more than 6 months. Transitioning from old, very complex, CRM to ClaritySoft was a piece of cake. Then training our team to understand the tool, use it and generate reports was very fast. Pros Super simple and easy to customize, navigate and use. The interaction with ClaritySoft staff is very professional, they teach you how to do things and how to efficiently use the tool. Cons Nothing comes to mind. The way the CRM is designed is quite easy to understand, customize and use. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Reason for choosing Claritysoft CRM The first interaction with ClaritySoft was instrumental, Allison took notes, understood what we needed and schedule a meeting with the developer to present how ClaritySoft would be the right tool to use. The negotiation was straightforward, no hidden fees, no issues. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Complex, always needed a developer to introduce changes or troubleshoot, expensive, people did not like it at all. Review Source AH Aaron H. Sales Packaging and Containers Used the software for: 6-12 months ### "Great software for day-to-day" June 26, 2025 4.0 Claritysoft overall is easy to use if you're looking for a basic tool that gets the job done. It can become confusing to find things but works well. Pros I use the CRM on a daily basis and like that it's fairly simple. It's easy to keep track of notes, upload and categorize leads. Cons The app used to be terrible - after a major update within the last few days it's a little more useable now but confusing to navigate. It's also easy to miscategorize customers, leads etc and when this happens, they can be a pain to find. 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 Claritysoft CRM 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 Claritysoft CRM 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 Claritysoft CRM 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 CM Chelsea M. Tutor Education Management Used the software for: 6-12 months ### "Clarity is great!" July 28, 2025 5.0 Overall it's been a good experience. I want to learn more about how to sort and filter clients based on the ones I am working with. Pros I like how organized the system is and the interface is easy to navigate. That is my favorite aspect of the system. Cons The interface could be more streamlined into fewer pages for each project. We used to use another software where you could see everything on one long page rather than having to click on multiple tabs. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) not sure why because it was the company's decision, not mine. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.