# Page 6 | Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Claritysoft CRM ## Showing most helpful reviews Showing 126-150 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SR Stephanie R. Client Services Renewables & Environment Used the software for: 2+ years ### "Hands down, the best CRM " January 3, 2023 5.0 Pros I've worked in many CRMs before - Siebel, SalesForce, HubSpot - and ClaritySoft is the simplest, cleanest, most user-friendly platform I've used, by far. The interface is very easy to operate, it's easy to navigate around, you're not overwhelmed with fields, you can customize views based on users. It works very well on all levels, for reporting, lead assignment, and Account Management. Cons There is some overlap between the Leads and the Accounts module that is not ideal. But we have found workarounds. Reason for choosing Claritysoft CRM Cost and Ease of Use Review Source DS Diane S. Coordonnatrice de Projets Building Materials Used the software for: 2+ years ### "Claritysoft CRM " October 21, 2020 5.0 Really good and friendly. Love the team at Claritysoft. Very helpful! Pros It is user friendly; They upgrade regularly. Seeing the opportunities all together or by representative is super relevant. There is so much more you can do with this CRM; I am steel learning new features, etc. The training webinar are very well done and accessable later if you could not be on the live class. Also, the customer service is really good! Whenever you need to understand a feature or have something to be fixed, they are alway available. Cons Sometimes when I need to customize parts of Clarity to fit my business, it requires me to take some training classes, etc. But that is not a ''cons'' for Clarity; it is me not being patient enough ;) Review Source JE Joe E. Partner Management Consulting Used the software for: 2+ years ### "Great ROI" November 16, 2022 5.0 Clarity has been great work with. The staff is very responsive and they do listen and we've seen good product enhancements. Pros Clarity is full featured for a fair price. It has all the core functionality to manage accounts, contacts, leads, opportunities, pricing/contracts, documents, etc. as well as a digital marketing and calendar/email integration. Cons It could have more third party APIs out of the box. Review Source PL Polly L. Administration and Sales Assistant Computer Software Used the software for: Less than 6 months ### "So glad we went with a smaller company!" January 30, 2023 5.0 Really good implementation team and customer support. Training is invaluable, just to get you going in the right direction. Garbage in, garbage out as they say. Pros It is very easy to use, but not simplistic. It does everything we want and encourage us to change or add some processes we were not doing. They make sure you get started right (buy the start-up package!) and that you get trained, so you won't be frustrated with its use. If you don't put the time in, nothing seems valuable or gives back what you wanted. Once we followed their lead, then we realized how easy it was to train ourselves on other aspects or modules. Cons So far, we haven't come across anything that we don't like. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[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 Personal support - you get someone on the phone or in email so quickly.Ease of use and robustness of features without being totally overwhelming.Pricing for a smaller business. Switched from [Freshsales](https://www.capterra.com/p/155563/Freshsales/)[Freshdesk](https://www.capterra.com/p/124981/Freshdesk/) We were not happy with the capabilities/features or the support. Review Source JS Jonathan S. Marketer Medical Practice Used the software for: 6-12 months ### "CS User Review" February 9, 2024 5.0 Convenient use for working where I work. Pros How it stores our patient relevant information. Cons How often it signs me out upon little time passing before I take action. Review Source JS John S. Chief Executive Officer Professional Training & Coaching Used the software for: 6-12 months ### "Encouraged First Year User Getting Acclimated" February 18, 2021 5.0 \[SENSITIVE CONTENT HIDDEN\] our account manager and \[SENSITIVE CONTENT HIDDEN\] our support representative have been very helpful. They keep in touch with us just to the right amount when we don't have a reason to already reach out to them. Pros Fast response time, highly available website, customizability, import/export features are easy to use for data dump and load. Cons Would like more document preview capabilities. Doesn't run in Firefox (but that's not a huge problem because we regularly use Chrome, which is a better and more mainstream browser. Reason for choosing Claritysoft CRM Responsiveness of sales staff, reasonable entry price, customizability of product which we will eventually get into, esp. since I have a software development background (though not necessary for CRM customization). Review Source VR Verified Reviewer Customer Service Consumer Services Used the software for: 1-2 years ### "Clarisoft Reviw" February 27, 2024 4.0 I would give it a 8/10. I like clarity soft in finding information for my customer's. My sales team love it for tracking leads and sales work. Activities as well can be tracked and monitored. When I have a task that needs to be done, Clarity soft emails me. Pros It easy to find the customer you need, and everything is well spaced out. It's pretty fast too and the organization is great! Cons Not too much advance work can be done with this site. Review Source KS Kim S. Executive Director Licensing Marketing and Advertising Used the software for: 2+ years ### "User friendly with great customer service without the hefty price tag" August 30, 2023 5.0 Excellent for our needs Pros We sought out a CRM system that could capture our sales opportunities and contacts. We needed it to have ease of use and ability to integrate with our Outlook system. Cons The flexibility of some of the fields within the modules. Reason for choosing Claritysoft CRM Ease of use and adoption; meets budget requirements; integrates into Outlook for sending emails and linking them to opportunities Review Source JH Jeffrey H. Territory Account Manager Marketing and Advertising Used the software for: 6-12 months ### "Easier than Salesforce!" February 12, 2024 4.0 It's been a very nice experience. I loved salesforce, but it was just too much, and a lot of going down rabbit holes. I don't get that nearly as much with CSoft. Pros It seems to be great and easy to get around, and you don't often get into going down rabbit holes like my previous CRM (SForce), and it's not nearly as buggy as my other CRM (efficio) Cons It could use more flexibilty between calendar to leads to turning the leads into opps. It seems like it's not as fluid as it could be. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) I changed jobs between the two companies. Review Source BL Bela L. Marketing & Sales Coordinator Construction Used the software for: 6-12 months ### "Customer Service is unmatched " October 13, 2022 5.0 My experience with Claritysoft has been exceptional. It is always a delight to work with their customer service whenever I have an issue. The company is always understanding and has a solution to my issues quickly. Pros All segments of the product are easy to use and understand. I am able to make changes to fit my company's needs quickly. Cons The software could improve by allowing you to check multiple pages to be exported simultaneously. Currently, if I want to export pages 2-3, I have to export page 2 and then export page 3 separately since I cannot select check pages at once. Review Source TM Tony M. Sales Support Manager Information Technology and Services Used the software for: 1-2 years ### "Customization is Key" February 8, 2024 5.0 Pros The ability to customize the view for each member of the team is great. Cons Task management in the Projects module is a bit stiff with who is doing what and being able to transfer ownership of a task. Review Source VR Verified Reviewer Gerente Logistics and Supply Chain Used the software for: Less than 6 months ### "Claritysoft CRM" April 26, 2023 5.0 Pros Lo que más me ha gustado de Claritysoft CRM es que se integra facilmente con sistemas de contabilidad, con outlook, ya sea 365 o el outlook que vienen en el paquete de office del 2003 en adelante Cons Lo que menos me ha gustado de Claritysoft CRM es su precio, hay otros sistemas mas económicos para empresas pequeñas Review Source VR Verified Reviewer Digital Marketing Specialist Information Technology and Services Used the software for: 6-12 months ### "Great CRM to Manage the Buyer Journey" August 20, 2019 4.0 Overall, ClarirySoft does a good job of providing an overall solution to manage the buyer journey and customer relationships. I really like the reporting functionality as well. Pros I like the customization aspect of ClaritySoft the most. The interactive drag and drop feature to show what columns you would like to see is very beneficial. I also like the reporting functionality and the customization ability of the dashboard. The platform is also very easy to learn and implement quickly. Cons I least like the marketing functionality. I have a lot of issues with the templates and understanding if clickthroughs are authentic or a systematic error. The template "save" feature acts up for me as well. Also, I wish there were ways to implement more functionality in the support ticket portal as well as some automation between opportunity percentages. Review Source ZS Zack S. Regional sales manager Health, Wellness and Fitness Used the software for: Less than 6 months ### "Simple , effective CRM" July 26, 2023 5.0 I would purchase this software again Pros I like how simple it is to navigate through to use. Keeps everything organized in an easy to use and find system. Also the customer service is on point. You have a rep that is an available by email and can schedule live calls. Response time is within 2 hrs every time I had a question. Cons When uploading spreadsheets it’s very technical and caused me some challenges though the rep helped me resolve my issues and got it to work better for me. Review Source AG Amy G. VP of Client Services E-Learning Used the software for: 2+ years ### "Excellent CRM for the value" November 22, 2022 4.0 Claritysoft has been an integral part of my sales process. It has helped me to stay on task, have timely follow-up, and keep track of my database. Pros I find Claritysoft very easy to use and learn, it is very intuitive. I also find their customer service team to be top notch. Cons The only item I would potentially improve on are ease of reporting. Review Source JR Joe R. President Human Resources Used the software for: 2+ years ### "CRM Does the Job" April 21, 2021 5.0 Our overall experience has been fantastic. Great support and training form the Claritysoft CRM teams. All of our team members embraced this user friendly software. Pros Web based and ease of customization is what I like best about the Claritysoft CRM. Cons There is really nothing I like least about this software. Perhaps easier creation of mail merge templates. Reason for choosing Claritysoft CRM Ease of use, ability to customize, working with a smaller company, being able to talk to the leadership at Claritysoft CRM Review Source MW Matt W. Customer Success Consumer Services Used the software for: 2+ years ### "Best and Easiest CRM" October 7, 2020 5.0 This CRM really is great. On top of being super easy to set up and use, they also have excellent customer support. Actually maybe the best customer support that I’ve ever dealt with. They also have a very easy to use mobile app. Pros Claritysoft is the easiest CRM that I have ever used. The implementation costs are extraordinarily less expensive than their major competitors. User adoption is much higher. Do yourself a favor and demo this product, no matter how large or small your business is. Cons The only thing missing that I can think of is that there was no built in social media as a standard part of the platform. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM It’s way easier to implement, use and maintain. And it’s easier to use. 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 Marie W. Group Sales & Services Coordinator Hospitality Used the software for: 1-2 years ### "The most attentive support team! Genuine concern their product fits your specific needs. " April 10, 2018 5.0 Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User friendly, customized to our needs - all at an exceptionally low cost. ANY organization or company can afford this CRM. Pros Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar! Cons I have NONE. The entire ClarifySoft Team is supportive with quick responses. The only con I have is that I didn't find this CRM sooner. Review Source MC Marijke C. Director, Sales and Operations Wholesale Used the software for: Less than 6 months ### "Great support" February 8, 2024 5.0 Great! Would recommend to any small business looking for a cost effective CRM for their sales team. Pros The team at Claritysoft is so very helpful. Always available to assist either by phone or email, or set up a Zoom. No question goes unanswered and they are all so friendly and knowledgeable. Cons The implementation was not easy to understand, but the team helped to implement. 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 and contact was quick and pleasant. Review Source Jeff H. Sales and Marketing Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Easy to work with" November 17, 2020 5.0 Almost instant service. Everyone is pleasant and genuine. No complaints and they are able to offer suggestions to assist with staff implementation. Pros I really like the training, technical support and quotation module. I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag. Cons I would like to see the drip marketing and mobile task integration - It is coming. Reason for choosing Claritysoft CRM \[SENSITIVE CONTENT HIDDEN\] our sales consultant was not pushy and we trusted her immediately. The pricing was very clear and fair and we felt that they would support us - and they have exceeded our expectations. Review Source SC Simon C. Sales & Estimation Manager Construction Used the software for: 2+ years ### "Great Product " November 12, 2019 4.0 Overall we have been very satisfied with the product. Claritysoft seems to have put in the effort where it matters the most. Pros Our company has been using Claritysoft for the past 5 years. The product is easy to use and has allowed us to better track all of our customer interactions. When you need support there are never any long cues. The people at Claritysoft are always helpful and knowledgeable about their product. Cons Some of the available rules in the reporting could be further refined. I would also like some additional features in the work flow automation module Reason for choosing Claritysoft CRM Easy of implementation and previous experience with the product Review Source SL Steve L. Sr. Director Sales and Marketing Medical Devices Used the software for: Less than 6 months ### "Claritysoft CRM provides ultimate efficiency" July 27, 2020 5.0 It has been very good. Again, I can't overstate how great support has been. We believed we would get the best support from Claritysoft and you have not let us down. Pros The flexibility of customization by the administrator and user . The support Claritysoft has provided from startup to current. Support is excellent. This is very important as we set up the software to our needs. Even when we think we have it just right, new additions may be needed and they guide me through the process, often time making suggestions that will accomplish what I wanted to do much more efficiently. Training is Excellent! Thank you \[SENSITIVE CONTENT HIDDEN\] for doing an fantastic job. Cons As we rolled out the program it would be nice to establish the template and with one stroke to have it applicable to everyone. Then if they want to customize for their own use, they can. Reason for choosing Claritysoft CRM We looked at two main areas of needs, Sales and Operations. Claritysoft was able to meet our needs for both at a reasonable price. I also felt support services will be critical for the startup and continual use. Claritysoft showed us when we were in our decision making process they would excel at support and they have not let us down since we started using the product. Review Source CD Camille D. Contract Administrator Facilities Services Used the software for: Less than 6 months ### "Claritysoft CRM - Extremely User Friendly Software" April 21, 2021 5.0 My overall experience with Claritysoft CRM has been nothing but positive, I started using the software in February and every time I open it up I learn something new, which is great. I have taught myself how to change the layout of my columns within certain fields, this is how easy this system is. You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well. This software has so many tools, too many to list. Pros I liked the fact that the software was so user friendly, that I could use the software with only having minimal training, and yet still be able to maneuver around the site, changing data, etc. I would have to recommend this software to anyone who doesn't want to spend hours setting it up, and hours training, the software is so easy to use, set up, maneuver and change it that it is so worth it. Creating and running reports is a simple task in ClarityCRM as well. Cons I have yet to find anything that I don't like about this software. Reason for choosing Claritysoft CRM I was not employed here at the time of this purchase Review Source jL joseph L. New member enrollment specialist Medical Practice Used the software for: 2+ years ### "CRM feedback" March 18, 2023 5.0 Efficient Pros User friendly, easy access and the regular updates. Cons Not applicable at this time. CRM is very suffice towards meeting my everyday objectives. 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