# Page 5 | Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Claritysoft CRM ## Showing most helpful reviews Showing 101-125 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RD Rondle D. Social Seller Internet Used the software for: 1-2 years ### "Customer Service and Search are Top Notch!" February 20, 2021 5.0 The best and most customizable ! If you really want to search your data in any complexity, and actually find it, so you can do something with those people and records, this is the software to have. Pros There are so MANY functions I love about Claritysoft, but I have two top favorites. In 16 years in sales, I've used several other CRM's and you will not beat Clartiysoft's customer service! You get a real person who will communicate till any question or issue is resolved. You can actually talk to a real human on the phone! And I cannot over estimate how important the robust search functions are! Claritysoft makes finding your records SO easy. PLUS you can do a specific search on ANY field! Seriously, you can data mine in ANY way you can imagine and create a list you can actually do things with. When I last worked with Insightly, I couldn't quickly pull a simple name without often clicking deeper in the program. And I was basically on my own when it came to customer support. It was email only and such a pain to ask a question. Cons There aren't as many already-built integrations with other specific software. BUT you can transfer data via excel spreadsheets very easily, so you can task a va or someone to just do a simple upload on a periodic basis. And there are zapier hooks available too. Alternatives considered [Insightly](https://www.capterra.com/p/130671/Insightly/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Claritysoft CRM The superior search, customer service, customization, and ease of use. Review Source KH Kelly H. Finance and Operations Specialist Education Management Used the software for: 2+ years ### "Great software for our organization!" April 21, 2021 5.0 My overall experience with Claritysoft has been great. It has achieved every goal that I had for our department. Due to Claritysoft, our department has become more efficient, more organized, and more data-driven. In addition, the customer service team has been fantastic. In my career, I have never worked with a CRM team that responds and gets issues resolved so quickly. Pros As an administrator and implementor of Claritysoft, I find the system easy to use, easy to implement, and easy to customize. It is not as robust as other CRMs on the market but definitely meets the needs of our small department. The customer service is OUTSTANDING and they are eager to assist with improvements and enhancements of the CRM. I am happy with this product and recommend it. Cons As I was also an implementor of a competitor software that was extremely robust, there are a few improvements I would recommend. The lead module is not as customizable compared to the contacts module. The reporting and analysis is also not as easy to understand with filter logic compared to other CRMs I have used. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM We chose Claritysoft because we did not did a system as robust as Salesforce. It also was a much better price point than Salesforce and still met every need we were looking for. Review Source JF Julie F. VP OF OPERATIONS Consumer Services Used the software for: 2+ years ### "User friendly CRM" January 18, 2022 4.0 The CS team is very helpful and we use \[SENSITIVE CONTENT\] to conduct live trainings for our team members. \[SENSITIVE CONTENT\] was an integral part of implement CS and the customization we required. Pros We like that we have the ability to customize the software to meet our needs and also have the ability to created customer modules. Cons It seems that when updates are made it changes some of the preferences we have previously set and breaks options that have worked in the past. Reason for choosing Claritysoft CRM The ability to customize the program to meet our specific needs. Review Source GD Giuliano D. Customer Care Rep Telecommunications Used the software for: 1-2 years ### "My Experience With Claritysoft CRM" April 29, 2024 5.0 Pros I like the helpdesk features and the fact that it doubles up as a CRM solution makes it better. Cons It is smooth and no issues at all to list here. Review Source KS Kristen S. Operations Coordinator Financial Services Used the software for: 2+ years ### "Always Growing" August 30, 2023 4.0 Great! See above. Pros The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year. Cons The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page. Reason for choosing Claritysoft CRM It let us build a CRM (make custom fields and modules, etc.) at half the price of other CRMs. Switched from [Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/) Redtail did not allow enough customization for our business. Review Source DJ Douglas J. Assistant Director Non-Profit Organization Management Used the software for: 2+ years ### "A Good Product, Easy to Use" June 18, 2020 5.0 It is easy for multiple people to use and enter/update data. Pros I was impressed with it's clear layout. It was easy to set up and use on a daily basis. Cons This is not an exact fit for out needs, but was close enough and the customer support is great. It it hard to separate the caller accounts from the business accounts. We take calls and refer them to places around the country for followup. Both the caller and the business site end up in the same list of accounts. We can use filters, but it seems having different terms and lists would be good. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Claritysoft CRM Ease of use. Cost Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Our 20 year old software that managed these relationships was being replaced. We needed a new product to manage it. Review Source Response from Claritysoft July 6, 2020 Hi Douglas, Thank you for your review! We sincerely appreciate your feedback. Regarding your need to distinguish between caller and business accounts, Clarity CRM offers a feature called Custom Record Types which allows you to create multiple types of records within a given module. This functionality should meet your need to differentiate between caller and business accounts within the accounts module. In addition, you can customize the screen layout of each record type to reflect specific details. Custom Record Types are available in Clarity CRM Enterprise. For additional details, please contact your account manager. VR Verified Reviewer Program Associate Philanthropy Used the software for: 2+ years ### "Easy to use CRM software making reporting and follow-up seamless" February 2, 2019 4.0 Claritysoft has been a great platform to use. The customer service is A1 and the product is really easy to use. Pros The reporting functions and dashboard are extremely easy to build and use. The customer service is extremely helpful in adapting the product for an organization's needs and has the ability to continue to make changes over time, unlike some other CRM softwares. Inputting data is also very intuitive. Cons The software lakes a project management component which would maximize the usefulness of this product. If we could manage and prioritize tasks within the platform, it would make our work processes a lot more efficient. Review Source Response from Claritysoft February 25, 2019 Thank you for your review. We actually do have a project management component! Claritysoft Projects is a robust project management tool that allows you to coordinate work and activities, generate task lists, assignments and due dates automatically. Seamlessly integrated with Claritysoft CRM, Projects ensure your team members know what needs to get done, who¿s responsible and when it's due. With Projects you can activate a pre-built sequence of tasks and activities based on the project type. The automatic workflows ensure that nothing falls through the cracks and you deliver consistently every time. Reach out to your account manager. They'll get you set up. Heather C. Co-Owner Construction Used the software for: 2+ years ### "It's everything you need when work takes you away from the office; yet maintain daily funtions" August 31, 2020 5.0 Love their customer service.They are all very willing to help and go the extra mile, I always feel they treat me like a person and not a number, \[SENSITIVE CONTENT HIDDEN\] who is in the billing department is so helpful, understanding, and has a great personality. Pros User friendly, Contact Management, Clean interface, Reporting, Creating activities, Calendar. It's everything you need in one spot vs many tabs/apps opened all at one time. Cons Haven't came across anything yet. All good stuff Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM The simple and clean interface. It's user friendly with great reporting modules, tracking, integration, able to keep track of projects, and the list goes on. All the others o looked into did not offer what I was looking for and very hard to navigate. Review Source oR oskar R. Account Manager Information Technology and Services Used the software for: 1-2 years ### "Claritysoft CRM User Experience" March 31, 2023 4.0 Overall, Claritysoft CRM offers a range of features and benefits that can help businesses improve their sales, marketing, and customer support efforts, making it a popular choice for many users. I like its Customizability; It allows me to customize a few things to adjust them to specific business needs and the automation features for sales and marketing help streamline our process. Pros Claritysoft CRM has a user-friendly interface that is easy to navigate and use, even for users who may not be very tech-savvy. Cons Some users have noted that Claritysoft CRM has limited integrations with other software applications, making it challenging to connect to other systems they use regularly. Review Source Matthew J K. Founder Information Technology and Services Used the software for: 6-12 months ### "Great product, great team! Highly recommended" August 12, 2019 5.0 Tremendous. Better than we even anticipated. I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better. Pros Broad features and functionality, easy enough to customize. Excellent customer service. Claritysoft makes you feel like their most important customer. They also allowed us to reserve some implementation hours. Thanks \[SENSITIVE CONTENT HIDDEN\] for your service! Mobile, Outlook, and Browser tools. Cons We've very occasionally seen a lag in pages loading in Claritysoft Live As they've transitioned to the cloud based product, there are certain user types available for selection that are deprecated. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Reason for choosing Claritysoft CRM Best of all worlds. Claritysoft has the full range of tools including marketing automation and Support desk functions. We aren't using all of the modules yet but will as we continue to scale. Switched from [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) It was time for us to get into a real CRM product and build out workflow and we wanted to make sure we made the right decision. Review Source RS Rachel S. Program Coordinator Non-Profit Organization Management Used the software for: 2+ years ### "Better than Salesforce" February 8, 2024 5.0 Pros Great support from cs team urn issues arise, easy to teach to new staff, helpful features to track email marketing, importing is easy Cons The specificity of titles/names is very tedious and can take some time getting used to. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Affordable and better for our needs and goals Review Source VR Verified Reviewer Assistant for Impact Philanthropy Used the software for: 1-2 years ### "Served its purpose but could use some work" February 7, 2019 4.0 I think it could be improved, but is a good tool for smaller businesses to use. We had to do a lot of customization which can be frustrating when you want to be able to use the software for varying purposes. It didn't quite fit the needs of our organization, but I think it could be good for organizations that are starting up. Pros The user interface was relatively easy to use and resembled Microsoft products in the way it was setup. It offers an online version that allows you to access the software regardless of where you are. Cons The online version and desktop version are different. Our organization had individuals that interacted with the software differently and some people used the online version more than the desktop. At times there was confusion regarding where certain items were listed or if they were under different modules. Although this wasn't a huge ordeal it did pose some inconveniences at times when trying to locate information or when people had access to different modules. Review Source Response from Claritysoft February 13, 2019 Thank you for your review. Claritysoft is an exceptionally customizable CRM with near limitless possibilities for exact-fit tailoring, including completely customized modules configured with completely customized fields. You can personalize Claritysoft to meet the individual requirements of each your department, and tailor user access so various users only see what they need to. Please reach out to our Customer Support. They may be able to offer suggestions for personalizing the solution and present you with tips for a more efficient experience. And of course, our 100% U.S. based Customer Support is always free. Additionally, here are some videos that should give you some ideas for Claritysoft customization. Custom Modules: https://youtu.be/FFJopZutxN0 Differentiated Record Types: https://youtu.be/4bLDVUDGnWI HR Heidi R. Business Development Telecommunications Used the software for: Less than 6 months ### "Salesforce User Switches to ClaritySoft" November 4, 2021 5.0 The implementation was easy and I was up and running using the CRM in no time. Pros The ease of use and clarity of the screens and layout. Cons I have not come across many dislikes. Being able to sort the Dashboards is one feature that I would like but it is my understanding that updates will solve this. Reason for choosing Claritysoft CRM The rep was the first to reach out to me and gave me a demo within a short amount of time. I was very clear in what I wanted in a CRM and ClaritySoft delivers. Having a LIVE TECHNIAL SUPPORT PERSON ANSWER THE PHONE in a short amount of time is ESSENTIAL! Thank you for a GREAT SUPPORT TEAM! Review Source JH John H. President Wholesale Used the software for: 2+ years ### "President" August 31, 2023 5.0 Pros Ease of use, great customer support, constantly improving Cons Better training, help with certain setup Reason for choosing Claritysoft CRM Ease of use and setup Review Source MM Michael M. Northeast Regional Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Quick, easy CRM tool!" August 30, 2023 5.0 Because it was developed by Sale folks, it is easy to learn and use daily.I also appreciate the frequent updates. Pros Cross-referencing of info, so easy to access info in different ways. Cons I cannot link TEAMS or other similar calls to the Calendar. Review Source RA Ralph A. Director of Materials and Marketing Packaging and Containers Used the software for: 2+ years ### "Claritysoft CRM easy use and implementation" January 3, 2023 5.0 From the set up to use and ongoing support the software and the support has been great. Pros Ease of use. All users, from sales to customer service, found it easy to start using right away. We have our whole team using Claritysoft to keep current on customer activity and to reduce email traffic. Cons Sales integration. We were able to customize a great solution but he standard "sales" function did not really fit for our needs. Alternatives considered [Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/)[Net Zero Cloud](https://www.capterra.com/p/238971/Salesforce-Sustainability-Cloud/) Reason for choosing Claritysoft CRM Claritysoft was a better fit for our goals and for the culture of the company. Review Source JW James W. Fractional VP of Sales Management Consulting Used the software for: 2+ years ### "ClaritySoft Review" November 19, 2023 4.0 Overall has been OK, but customer support became non-existent when I needed it most a couple months ago. Pros Intergrations, email campaigns, contact dayabase Cons Too labor intensive to sync with Clarity Engage Review Source Response from Claritysoft November 20, 2023 Hi James, Thank you for your review. We're sorry to see that you were dissatisfied with the customer support you received. Our support team consistently receives high praise from our customer base, and is widely considered one of the, if not THE best support team in the industry - to the degree that Capterra, GetApp and Software Advice have all bestowed Claritysoft CRM with high awards in the Customer Service category. So, when we see that a customer is unhappy with our support, it becomes a high priority for us to rectify any dissatisfaction. We pride ourselves in our exemplary customer support and consider it to be a distinguishing factor that sets us apart in the CRM industry. Our 100% USA based phone support team has cultivated an overwhelmingly positive reputation that reflects their 'dive-for-the-phone' service approach, which you won't find anywhere else in the CRM space. Please feel free to reach out again. It is important to us that you get the answers you need. CB Carlos B. VP Operations Computer Software Used the software for: 2+ years ### "Easy to setup, use and manage+" November 16, 2021 5.0 I love the solution, and how it support my needs for Sales and Customer Support. Pros The level of customizations and the ability to tie in Sales, CRM, IT Support. Also, the ability to drive lead generation emails. Cons The time it took to adjust my system to exact behaviors I needed after implementation. Alternatives considered [Sage CRM](https://www.capterra.com/p/227247/Sage-CRM/)[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Reason for choosing Claritysoft CRM Cost and features Review Source HF Heather F. Sales Executive Hospital & Health Care Used the software for: 1-2 years ### "Inexpensive, user friendly, but does not have the bells and whistles we need." December 12, 2020 2.0 Pros Inexpensive, user friendly, has built in marketing and tickets, settings are easy to manage, and setup was easy. Cons Does not have automation or integrations for platforms we use like constant contact, social media, website management etc. You have to use Zapier, which I do no like to use. Even that option does not have the best workarounds. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Claritysoft CRM cost - we are a start up business. Review Source Response from Claritysoft December 17, 2020 Hi Heather thank you for your feedback. Clarity CRM's feature set is robust and thorough. But you are right, it doesn't do everything. However, the features we do offer consistently exceed the features offered by other CRM vendors at this price point. Additionally, by-and-large the features you mentioned don't tend to be offered by other CRM platforms at this value level. Clarity CRM is actually quite adept at integrating with other platforms and services. It is something we do on a regular basis for many of our customers with special requirements. Achieving the integration you want may be accomplished using Claritysoft's API technology. Contact our support department. They would be eager to explore integration options with you. DM Darcel M. President Insurance Used the software for: 6-12 months ### "Customer data is safe and we know what, who and where." June 19, 2020 4.0 Supported well with great, timely and knowledgeable customer service. Priced right for an easily customizable CRM. Gives us the peace of mind that our data is secure, yet accessible from any platform. Pros We needed a safe place to keep client data and be able to analyze data for sales decisions going forward. We tried another company and were just frustrated until we found Claritysoft. They have great customer service, and we have customized with ease. We were up and running in a matter of days. We feel confident that out data is safe and secure, yet available from any platform being used in our insurance sales process. Cons In the sale of insurance we receive commissions. We would like to be able to go into a contact, list the sale as placed and paid. Post the commission amount from a drop down list of sources. Amounts would vary. Alternatives considered [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Reason for choosing Claritysoft CRM Because someone contacted me immediately. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) We were frustrated. Unable to customize to our needs and a terrible lack of customer service. Review Source Response from Claritysoft July 6, 2020 Hi Darcel, Thank you for your feedback! Your review is greatly appreciated. If I correctly understand what you wish to accomplish with varied commission rates for different sources, you may be able to accomplish this by utilizing calculated custom fields. For additional details, please contact our support team. CW Chad W. Regional Sales Manager Machinery Used the software for: 6-12 months ### "Transition to Claritysoft" February 8, 2024 5.0 Pros The ease of use and the speed at which you can make changes to how your setup is configured is incredible. Cons Some of the data connectors between contacts, leads and opps means you have to double enter data, or triple-enter it. Worse still any notes on a lead become buried in the opp and are no longer front and center. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Change was over a job transition from one company to another Review Source JH Jim H. President Professional Training & Coaching Used the software for: Less than 6 months ### "Claritysoft cares about their customers!" February 19, 2021 5.0 I have nothing but positive things to say about my experience with everyone I have interacted with at Claritysoft. They care and are eager to help! That is a very refreshing experience. Also when you call you are speaking to folks in the U.S. Pros Claritysoft is an easy product to use. You can customize it to fit your business needs. You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be. You are not just a number, but you are a valued customer and they treat you like that. The CRM is laid out in a logical process which makes it easy to use. Cons This is not an aspect of the software but an issue when setting everything up at the beginning. There are a lot of technical things that need to be entered in order to have everything sync. If you are not technical I suggest you call Claritysoft's support line and they will walk you through it. Save yourself hours of frustration. Their support is excellent! Reason for choosing Claritysoft CRM Claritysoft met my needs. The price was good and they took an interest in my business. Review Source NF Nora F. Marketing Mining & Metals Used the software for: Less than 6 months ### "Easy-to-use CRM System. Excellent Customer Support." April 23, 2021 4.0 We were using Salesforce, which is an expensive beast with too many bells and whistles that are lost on a mid-sized company. Claritysoft offered the lead and pipeline management tools we needed with the ability to easily customize fields and the interface to make it VERY easy for our sales team to use. Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy. Pros As a CRM system, Claritysoft is very easy to use and we love that we can hide features our company doesn't use, such as invoicing and support ticketing, to streamline the interface. Cons The email marketing features are very basic and the email design program is clunky. This is definitely a weak area for Claritysoft, which I know they are replacing, but at the time of this review I've not seen the new module. Additionally, there are no email marketing automation features to auto send emails to customers - something I hear Claritysoft is adding, but haven't seen/used it personally to be able to comment on. Review Source Betsy H. President E-Learning Used the software for: 2+ years ### "Great Value for Intuitive CRM that Our Staff Uses" March 10, 2020 4.0 CRM that's easy to use and very cost-effective. Pros Switching CRM systems is agonizing, no doubt about it, but we had not choice when our previous provider went out of business. Claritysoft was a great choice for us. Intuitive, relatively simple, and with great support in the transition. Among other things, we had struggled with getting our sales staff to use our CRM (our customer service and implementation staff depended on it). Now, all are using the system and we have built our database substantially. Cons We have a relatively large database (200,000+ records) and it is sometimes slow. But it does work, at far less cost than other systems. Over the years, we have found bugs. The good news is that the support and development team are very responsive. Reason for choosing Claritysoft CRM Easy to use, great support, cost-effective. Review Source EL Elly L. Business Development and Marketing Manager Accounting Used the software for: 1-2 years ### "Great solution for a small company" February 9, 2024 5.0 Great team. From sales, implementation to support- I think they all do a great job of resolving issues. You feel like you are working with people who genuinely care about your success. Pros We feel like the team listens and we have an opportunity quarterly to talk to the team about changes we'd like to see. They update the platform consistently to improve the product. Cons Some of the ways I envisioned using the automation did not work as I expected, but they continue to roll out new functionality that can benefit my team and a year later there are additional options I think we can utilize to improve functionality. This summer, we plan to look at the system again to see what changes we might make to enhance our customer experience. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.