# Page 7 | Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of Claritysoft CRM ## Showing most helpful reviews Showing 151-175 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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. Review Source GW Gary W. VP Sales Computer Software Used the software for: 6-12 months ### "Best SMB CRM for Sales and Support" November 15, 2022 5.0 Excellent! Highly recommend if you are looking for a work horse without all the frills and budget conscious. Customer support is the best I've ever experienced! Pros So easy to get going. Solid, straightforward, easy to use. Good visibility into deals, leads, quotes, and sales. Cons Reporting is good. Easy to create new reports. Not as robust as other more expensive CRMs - but for a SMB it is excellent. Reason for choosing Claritysoft CRM Functionality, ease of use, cost. Review Source Laureine Claire N. Manager Farming Used the software for: 6-12 months ### "Le suivi commercial est efficace avec Claritysoft CRM" September 13, 2023 4.0 Pros Le logiciel possède le meilleur système de gestion de lead Cons L'importation et l'exportation des données sur Claritysoft CRM est très lent Review Source MB Matthew B. Owner Medical Practice Used the software for: Less than 6 months ### "Game changer for small business" March 22, 2021 5.0 Overall it has been all I could expect and more. The sales team continues to follow up and check in, The implementation/IT team is always quick to respond and has an answer or a work around for any problems that might arise. Great company that's done well by us for sure! Pros This software is easy to use and easy to setup. The links all follow a logical order and the titles are customizable so it makes for easy training and setup with your team. Cons There are a few things with the calendar and a few windows that arent customizable but they are all in the works and have gotten better jsut in the few months we have been using the software! Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Reason for choosing Claritysoft CRM The price was much more friendly for a small business and the features were still able to do exactly what I wanted to do. Made it an easy decision! Review Source RH Rodger H. CEO Marketing and Advertising Used the software for: Less than 6 months ### " Claritysoft CRM Review" October 5, 2020 5.0 Very good Pros It’s ability to organize and store valuable data. Data mining is extremely viable to our growth Cons Need to improve on blocks of e blast For different clients Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM Pricing And, renting a generic CRM that I can develop myself geared towards my clients. We have had incredible success with clarity software. I started inputting data in March 2020, we now have over a 1,000 names of purchasers and their contact info.. Switched from [Salesgenie](https://www.capterra.com/p/207296/Salesgenie/) Too expensive and their leads I bought where not scrubbed. Approximately 65% of data I bought was erroneous Review Source DM David M. CEO Marketing and Advertising Used the software for: 2+ years ### "Clarity is an easy to use CRM" February 8, 2024 4.0 Pros The fact that the customer support is very on point Cons It can be confusing to edit some changes Review Source NL Nicole L. Office Manager Insurance Used the software for: 6-12 months ### "Great CRM" July 2, 2020 5.0 They are awesome to work with, take time to help you get up and running. If you need support after going live, they are on top of any requests/issues you have! You will not be disappointed with this software! Pros I love how easy to use and set up this system is. We were in a crutch and got it up and running in less than 2 weeks. Importing data from spreadsheets is so easy. Tried Salesforce but for a small business, it just was not for us. Cons To be honest, there is nothing I don't like about this so far! Reason for choosing Claritysoft CRM Thought Claritysoft might be too simple but it was perfect! Top notch service! Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Too much work and no help with the salesforce set up Review Source VP Vedang P. Sales and Operations Strategist Chemicals Used the software for: Less than 6 months ### "Ease of Use" February 9, 2024 5.0 Pros I have used different CRM's and by far what I have liked about this CRM is that it has inbuilt menu customizations and very easy to use for someone who has never used an CRM before. Lots of custom options, and EMAIL & SMS marketing inbuilt. Cons It has poor report and analytics settings. Not a lot of useful reports and Home menu widgets to monitor what you want to see instead what they offer to see. Also, no direct API integration option if you have an existing ERP software you use for all other purposes. No Mapping option as well as no Route planning option as well. Review Source John S. Social Media Consultant Marketing and Advertising Used the software for: Less than 6 months ### "A comprehensive tool that helps businesses manage their customer relationships." February 18, 2023 5.0 Claritysoft CRM is a robust and user-friendly tool that offers many benefits for businesses looking to streamline their sales processes and manage their customer relationships more effectively. Pros One of the major pros of using Claritysoft CRM is its user-friendly interface. The platform is designed to be intuitive and easy to use, with features like drag-and-drop customization and a simple dashboard that gives users a quick overview of their sales pipeline. Additionally, Claritysoft CRM offers robust reporting and analytics tools that can help businesses gain insights into their sales performance.Another pro of using Claritysoft CRM is its customization options. The platform allows businesses to create custom fields and workflows, which can be tailored to their specific needs and requirements. This level of flexibility makes it easier for businesses to adapt the platform to their unique sales processes. Cons One potential downside is that it may not be suitable for larger businesses with complex sales processes. While the platform is highly customizable, it may not be able to meet the needs of businesses with more complex requirements. Review Source LG Lance G. Operations Manager Computer Networking Used the software for: 6-12 months ### "Sales automation and email marketing" February 8, 2024 5.0 Pros After reviewing multiple options, we found claritysoft to be the best sales automation and email marketing platform for our needs. Easy to use and good support. Cons No real cons, it is providing the results we are after Review Source BM Bob M. Area Sales Director Fund-Raising Used the software for: 1-2 years ### "Claritysoft Review" April 21, 2021 5.0 Having all of my leads organized and accessible has been the best part of my Claritysoft experience! Pros Claritysoft CRM has been 'spot on' for me as far as organizing all of my sales information. It has allowed me to have everything I need in one spot! Cons It took me a little while to get 'comfortable' with all of the features but I think that had more to do with me being in a sales position for the first time in my career. Review Source KP Kristy P. Manager, Client Engagement Professional Training & Coaching Used the software for: 2+ years ### "Great for CRM use - Exceptional Tech Support " April 19, 2022 4.0 Pros Tech support always eager to help out!! Easy to follow trainings available, Cons Marketing newsletter templates are very limiting Review Source BN Brandon N. Sales Executive Media Production Used the software for: 6-12 months ### "CRM is much better than average" August 20, 2019 4.0 My overall experience with Claritysoft has been excellent and I would recommend it! Pros Being able to setup tasks with times associated with them is great. Importing emails from Outlook is also a great, time-saving feature. Customer service is on it and very friendly. This CRM is easier to use than SalesForce. Cons When you are in the Contact field and especially in the Opportunity field, the system gets confused when you try and back out and will usually take you back to the search field. This workflow should be better. Also, it would be nice that if you put a note/attachment on a Contact or in an Opportunity, that it would show in the Account field versus having to click in to either the Contact or Opportunity to see it. This would really help in multiple project/account use cases. Review Source RB Rena B. COO Consumer Goods Used the software for: Less than 6 months ### "Great CRM! Glad we found it so we could leave Salesforce.com." July 22, 2016 5.0 We just started the implementation process and have a fabulous experience. Everyone at Claritysoft is helpful and responsive. In fact, I found a couple of tiny bugs but they were fixed within 24 hours of my reporting them. I've learned a lot from watching the recorded training videos and attending the live training sessions. Pros It's combined the best features of Salesforce.com and ACT! to create an easy-to-use and fairly intuitive CRM experience. Customization is easy and straightforward. (In the interest of full disclosure, I have about 20 years of experience administering various CRM environments - starting with Goldmine in the early 90s, moving to ACT! in the late 90s, then Salesforce.com in 2005 - so I know what I'm looking at and know what I'm looking for.) Cons Currently, custom objects can be related to only Contacts and Accounts. It would be great if we could create relationships between custom objects and other standard objects. I saw a demo that showed a revised organization of the Settings commands. This will be very helpful; the new design is much more intuitive (based on my experience using other CRM software). Please implement this as soon as you can. The documentation could be more complete. What's there is great (like the instructions for setting up Outlook Sync with Live), but more information (like setting up custom objects) would be helpful. Review Source KS Kathy S. Director of Marketing Construction Used the software for: 2+ years ### "Exceptional Customer Service" December 29, 2020 4.0 Other than a few functionality issues, it is a good system that does the job. Pros The Customer Service and Knowledge Base options are outstanding. There has never been a time that I couldn't get a hold of someone if I needed assistance. The training videos are wonderful and I have ALWAYS found an answer for what I need. Cons I would prefer to see more flexibility in the reporting system. The search accessibility could be more user-friendly. Reason for choosing Claritysoft CRM N/A Review Source JD Joshua D. Pharmacy Automation Consultant - Sales/Marketing Hospital & Health Care Used the software for: 1-2 years ### "I love this software, and I use it every day to manage our customers, accounts, and leads!!!" July 13, 2017 5.0 If I had to use pen and paper to keep track of what ClaritySoft does, it would take me an eternity to do what I have done with this software. Pros The thing that I like most about this software is that it is user-friendly and has a memory that I could never dream of! It keeps up with every call, email, fax, meeting, follow up, and everything else that I do for every person I contact! It is a beast of a software, and I would recommend it to anyone! Cons The only thing that I do not like about it is that I wish they had an app, but they do have a mobile website which you can create an app from a website (Google it, I did it for my fiance's bank). Review Source BW Brian W. Regional Sales Manager Medical Devices Used the software for: 2+ years ### "Great product" March 15, 2023 5.0 Pros It’s super easy to use and keeps our team informed. Cons I really can’t think of anything that I would change. Review Source AA Anna A. Office Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "All your data in one place" February 12, 2024 4.0 The customer support is very nice and willing to help you. I have used the system for a while and I am impressed with the Clarity Engage functions and reports I can pull from the CRM. Pros Its flexibility to adjust to your needs is wonderful. I appreciate the fact that if I want a new tab, I can go through the back end and add it to meet my needs. Cons Getting used to where things are located and how to customize the program to your needs is difficult. There are a few small tweaks that could be made to make the program more user-friendly. Review Source AO Arcelia O. Sales Representative Wholesale Used the software for: 1-2 years ### "crm review" January 12, 2023 5.0 Good but could improve Pros The organization I can keep everything in one place Cons It could be more interactive, maybe more sophisticated, is to plain. Review Source AS Arlene S. Development Director Used the software for: 2+ years ### "We are a non-profit organization with a sizeable database. Clarity Soft stepped up to help." May 3, 2018 5.0 Pros We were able to customize it to fit our needs and the Clarity Soft team was extremely helpful. I was the point person and I am not technologically savvy, so I was heavily reliant on the team. They gave us far more support than we ever could have paid for. Cons The only challenge is that it's really designed for business accounts with multiple contacts. Our accounts are mostly individual donors. Some of the essential information fields are unique to either accounts or contacts which creates some challenges that are no fault of Clarity Soft. Review Source JP Jacob P. Director of Business Development Security and Investigations Used the software for: Less than 6 months ### "Great CRM product" April 21, 2021 5.0 I am very pleased with this CRM, this program allows me to keep all of my busyness in great order so I know exactly what I need to accomplish for the day. Pros I feel Claritysoft CRM is easy to use and the order that it flows is user friendly and makes it easy for anyone to use. The Claritysoft team always take suggestions on how to make the process better. Cons Some of the items we needed (we thought were others would have asked for) were not yet written in the program and couldn't believe others hadn't asked yet. However, Claritysoft got on it and implemented what we needed. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Salesforce pricing and they were not willing to work to make changes. Review Source JD Joshua D. Pharmacy Automation Consultant - Sales/Marketing Hospital & Health Care Used the software for: 2+ years ### "Helps convert leads into sales through quotation templates and great reminders." June 5, 2018 5.0 Very helpful to convert leads to sales. Pros I like the reports module, as well as activity recording for review and training new representatives. Cons There could be additional functionality with the email blast module. For example, being able to select multiple records to perform list actions such as resend, delete, or create follow up activity. Review Source JC Jennifer C. Service Manager Construction Used the software for: Less than 6 months ### "Great for small business!" February 8, 2024 4.0 Pros The ease of setting up and understanding of each module. Creating and adjusting the fields to your needs is amazing Cons Sometimes the site crashes or is slow to respond, but it could be a traffic or speed of the internet. Review Source KH Kristin H. Partnership & Sales Manager Hospital & Health Care Used the software for: 1-2 years ### "Claritysoft Review" January 25, 2022 5.0 Great onboarding by \[Sensitive Content \], overall good tool to track referrals and keep them organized. Pros Product is easy to use and helps me keep track of sales pipeline, next steps and outcomes. Cons Tracking our revenue through Claritysoft is challenging. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.