# 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 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 Camilla O. head of creative and design and marketing specialist Marketing and Advertising Used the software for: 2+ years ### "not bad for a great update" August 4, 2025 5.0 it has not been bad. we have had this platform as our crm for years now, it is good that the interface was upgraded to a newer face Pros Sales and marketing, client management and team collab. The updated interface has really changed the experience. Cons it was outdated, but it was not updated and you are now really getting value for your money. it kept having issues with intergrations. Review Source DW Dawna W. Systems Specialist Consumer Services Used the software for: 2+ years ### "Clarity Soft never disappoints" March 3, 2026 5.0 Pros Always reliable and can access from anywhere! If I have ever run into an issue, customer support is always there to help! Cons I have not found anything that I do not like about Claritysoft. I did a lot of research before chosing this as my platform. 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 mP michael P. Vice President Commercial Banking Banking Used the software for: 1-2 years ### "Clarity Soft Review 1" August 4, 2025 4.0 I've been using for the better part of 15-months now. This is the CRM product chosen by the bank to manage its client base calling activities and pipeline reporting. The other CRM software that I had been using was Salesforce. I personally found Salesforce a bit overwhelming for the client based that I had to manage. Claritysoft appears to be a perfect fit for the current client base we have. Pros The drop-down menus are easy to navigate and gets you to the screens needed quickly. User friendly drop downs. Cons The program could expand some of the fields to include more financial drop downs. Such as Balance Sheet and Income Statement information. 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 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 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 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 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 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 HL Henry L. Tutor Education Management Used the software for: 6-12 months ### "Claritysoft is a good CRM for people working with many different clients and is highly customizable" August 9, 2025 4.0 It's been a good experience, better than our last CRM. It makes it fairly easy to stay on top of everything especially since we often will need cross departmental support. Pros Pretty straightforward to use and makes it easy to stay on top of everything for the clients I'm working with. Cons Could be organized a bit better in terms of menus and filters. It can sometimes be a bit difficult to sort through clients, especially since our clients will transition out of our services in 1 to 4 years. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Company made the decision to transition to something easier to use. 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 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 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 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 TT Trey T. Sales Rep Information Technology and Services Used the software for: 2+ years ### "Good CRM to Use" June 25, 2025 4.0 It’s been good , I am able to store a lot of data and look at the previous years data from other sales reps . Pros I like How easy it is to link to email , look at past history of opportunities and activities . I like filter how many reps I can see. Cons It can be a little tedious to add account names when you put in the activity you are working on . I don’t like having to jump out of creating a new opportunity to add a new contacts information to an account . 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 ! 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 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 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 VR Verified Reviewer Academic Tutor Consumer Services Used the software for: Less than 6 months ### "Great tool" August 4, 2025 4.0 Mostly positive, as it has allowed me to keep track of all the profiles and be able to maintain detailed notes on them. Pros It's not difficult to learn how to use . Only a few questions have come up since using this tool and have been easily answered. Cons I don't like that sometimes it's difficult to find certain profiles. Perhaps this is because I'm still learning how to navigate this tool. 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.