# Page 8 | Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Claritysoft CRM ## Showing most helpful reviews Showing 176-200 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JD Jennifer D. Office Manager Oil & Energy Used the software for: Less than 6 months ### "Claritysoft " November 3, 2021 4.0 Customer support and implementation team has been wonderful. Pros The navigation is well thought out and easy to use. Cons Importing all the data from previous dinosaur database. Review Source PE Pamela E. Sales Coordinator Entertainment Used the software for: 2+ years ### "Okay to use but needs some adjustments" August 28, 2019 4.0 It's okay but can be made to be much more user friendly Pros I like the filter selections you can use Cons when transferring an account, instead of pressing one button to transfer the account, contacts, lead and opportunity, you have to go into each separately which is a complete waste of time and not user friendly Review Source DL Dana L. Executive Assistant Marketing and Advertising Used the software for: 2+ years ### " A ll inclusive system" January 5, 2017 5.0 I was introduced to Clarity soft CRM in 4 years ago. The support I received from technical support was very helpful since I had no prior experience in using a CRM. Clarity soft also offers monthly training sessions and if you can't attend you are able to listen at a time when more convenient. I would recommend this system to any business that is wanting to be organized and detailed in keeping track of potential clients and existing customers. Pros all inclusive functions of operation Cons a bit on the costly side for small businesses Review Source DF DANI F. OFFICE ADMINISTRATOR / CSR Packaging and Containers Used the software for: Less than 6 months ### "THIS WILL HELP YOU DO, WHAT YOU DO BETTER" April 21, 2021 5.0 Good experience overall. Pros The aesthetic design makes the software inviting, non-intimidating for users. It's very easy to customize as well. Cons My biggest issue is with the filters & tasks. 1. After each login, I have to reset my filters. I feel like if I set a filter, I want that filter for every login until I physically change it. I don't feel like I should have to set my filter each and every time, it's too redundant. 2. Tasks should automatically hide once they are marked complete. I don't feel like I should have to create and set a filter to hide them. They should be hidden until I want to see them again. I also feel like the training didn't go over enough terminology...that's a big deal for me because our terms V the Claritysoft terms could have completely different meanings. Review Source DM David M. Account Executive Marketing and Advertising Used the software for: Less than 6 months ### "Claritysoft - Easy access & ready to go CRM" March 9, 2023 5.0 It is an easy CRM to manage, and works great with the internal follow up mechanisms. Pros The filtering options work really good. I also love the user interface overall Cons How sometimes I look something up in the crm, and the answer I needed wouldn't show up because of a specific symbol. Review Source BR Brenda R. Principal Architecture & Planning Used the software for: Less than 6 months ### "Very small business glad we went with Claritysoft " April 18, 2019 5.0 We’ve been slowly integrating it into our workflow for about three months now. We hadn’t used this type of software before and were tempted to go with a cheaper or free version. But the programs we researched did not have the features we needed and seemed very clunky to use. We are working out synchronization issues with Outlook (trying to eliminate duplication of reminders, contacts, etc). It has really helped us figure out our marketing goals. Now we have content developed and are testing our first email campaign. The support team is fantastic! Pros The live training was crucial. Not because the software is difficult to use, but because we saved so much time with Claritysoft walked us through the process. We also discovered ways of using it that we hadn’t thought of yet. The graphics and general user interface design were very important to us and Claritysoft scored high is this area. It's customizable and fun. Cons Apparently there is no way to set recurring meetings. This is a major flaw. Review Source CC Caitlin C. Marketing Assistant E-Learning Used the software for: 1-2 years ### "Great Organizational Structure" November 15, 2022 5.0 Pros The structure of keeping/maintaining contacts and creating a streamline for customer communications is very helpful. Cons The search/filter view of contacts/leads could be slightly improved, but is overall effective. Review Source SB Sheauna B. Staff Analyst Information Services Used the software for: 6-12 months ### "Used for Daily Work" February 8, 2024 4.0 Pros I liked being able to see all accounts and compare them at once. Cons Having to click into many links. There wasn't many cons. Review Source JT Jared T. Marketing Specialist Oil & Energy Used the software for: 2+ years ### "Providing clarity to your business process" January 5, 2017 5.0 We have been using ClaritySoft since January 2013 and couldn't be happier with the software. Both online and offline versions work well with our business, and Clarity is quick to rectify any issues with its great support team. I would recommend ClaritySoft to any business looking to track sales activity quickly and effectively. Pros I like the ease of use and value for money. Cons The offline version syncing with the server can sometimes be a little bit slow. Review Source BS Bob S. CFO/COO Industrial Automation Used the software for: 6-12 months ### "April 2020 Claritysoft review" April 20, 2021 4.0 Pros The ability to hit the ground running was a major factor in our decision to purchase Claritysoft. The intuitiveness of the software was very important. Cons There could be more printable reports built in to the out-of the box applicaton. Review Source TM Thomas M. Implementation Specialist Pharmaceuticals Used the software for: 6-12 months ### "Very Easy to Use and great Customer Support" March 9, 2023 5.0 Experience has been great from start to finish. Pros The user friendly interface is extremely easy to use. If any problems ever occur, it is very easy to contact someone for assistance. Cons The login process takes a bit longer than I would prefer. Review Source AJ Amanda J. Claim Assistant Insurance Used the software for: Less than 6 months ### "10 stars if I could" February 13, 2024 5.0 Very easy to use, easy to be trained on. Pros the overall easy to any user especially not a computer savy person. Cons I have nothing that I don't like about it. Review Source Álvaro M. Freelance Marketing and Advertising Used the software for: 6-12 months ### "Una más que interesante herramienta para implementar en el trabajo habitual del marketing" April 26, 2023 4.0 Me ha venido genial para organizar y administrar mis relaciones con los clientes y muchos aspectos relacionados con el marketing de mi gestión habitual Pros Es una herramienta útil para las empresas que buscan mejorar la gestión de sus relaciones con los clientes y aumentar la eficiencia de sus estrategias de ventas y marketing Cons Uno de los puntos flacos de Claritysoft CRM es que puede resultar costoso en comparación con otras herramientas de CRM. Aún así, el precio tampoco es tan desorbitado teniendo en cuenta todo lo que ofrece Review Source CM Carter M. Director of Operations Retail Used the software for: 1-2 years ### "Support is Everything" February 8, 2024 5.0 I'd like to use it more than I currently do, but when i'm in it the flow is great. Pros The team at Claritysoft is very helpful and well versed on the software so there isnt a question you won't find an answer to. Cons Onboarding should be required instead of optional. The software has a lot of depth and can get confusing Review Source BA Blake A. National Sales Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "ClaritySoft Review" February 9, 2024 4.0 Pros Customer service when a question is posed and options to learn and develop new reports Cons It was not properly "setup" when we first started. Previous internal user error Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source JR Jolene R. Business Developer Medical Devices Used the software for: 2+ years ### "Daily account updates" January 18, 2017 4.0 Very convenient to keep track of what accounts need from day to day . Helps keep track of who I need to contact, the subject of conversation or content of emails, and when I need to reach out. Have some trouble navigating to add or delete some things that are displayed. Overall I believe it is a good program. Pros Keeps track of daily activities Cons Hard time adding or deleting certain features Review Source SB Sheila B. Office Manager Wireless Used the software for: 2+ years ### "Great tracking" August 30, 2019 5.0 Pros Ease of use, good reporting, user friendly interface Cons Not sure I have any comments to enter in this box but seems mandatory Review Source ME Manuel E. Tecnic Hospital & Health Care Used the software for: Less than 6 months ### "Buena opción" December 25, 2022 5.0 Buena con gran rapidez y resolución de gestiones Pros Su gestión de problemas facil uso y personalización Cons Quizas algunas herramientas mas diversas Review Source BK Bill K. manager Construction Used the software for: 2+ years ### "Clarity works" June 11, 2020 5.0 Pros Keeps me informed on what is going on in the company Cons nothing. it does all that I need to help my company Review Source CT Candice T. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Best Software YET!" February 22, 2024 5.0 It is so easy for us to manage that I don't have to keep calling for help. After we put in data, we realized we needed to add more fields and clarify some of the data. We could just go in and do it ourselves without having to wait for someone to do it or write a code. Pros We looked at so many software programs and lost money trying some. Claritysoft was by far the most reasonable in price, very easy to use and provided everything we needed to have done. Cons We can't do the text messaging yet, but that feature is coming! Review Source VR Verified Reviewer Developer Information Technology and Services Used the software for: Less than 6 months ### "Effortlessly organize and manage customer relationships with Claritysoft CRM" January 3, 2023 4.0 Pros Claritysoft CRM has exceeded my expectations and has proven to be an invaluable asset in managing customer relationships. Its intuitive and user-friendly interface makes it a pleasure to use on a daily basis, and I am continually discovering new ways to utilize its powerful features. Cons I have not been able to identify any negative aspects or drawbacks to using Claritysoft CRM at this time. Review Source AH Andrea H. Corporate Account Manager Used the software for: 6-12 months ### "Easy to use, lots of good characteristics. Great support team!" March 27, 2018 4.0 Pros Ability to list accounts, vendors and partners, sorting functions, enter attachments, keep track of all communication. Cons Slowness of capturing my email communication. Software is set up for sales, I use it for account management and therefore do not use all the features Review Source Response from Claritysoft May 15, 2018 Hello Andrea, thank you for taking time to post a review of Claritysoft. If you are struggling with your email or creating work flows more aligned with account management please reach out to our support team for assistance. We use Claritysoft to manage all of our customer data after the sales process, it's highly flexible and easy to customize to your unique environment. Give us a call for assistance. JK Jeff K. Owner Consumer Services Used the software for: Less than 6 months ### "Small Business CRM" November 24, 2020 5.0 This has been great, the customer service is unparalleled. I could not be happier Pros Ease of use and access to information is as easy to use as any crm on the market Cons I would like to see more email functionality from the crm itself and not add ins. Reason for choosing Claritysoft CRM Internet reviews, and demos Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Cost, Functionality, and Customer Support Review Source SS Sophie S. PreCon Admin Construction Used the software for: Less than 6 months ### "Admin Review Weekly Usage " February 8, 2024 4.0 Overall I have had a good experience using Claritysoft on the weekly basis that I do. I do not have a ton of tasks to complete in Claritysoft, however, it is simple to use when I do use it. The navigation tabs at the top make it simple to find what I am looking for. Pros Claritysoft is fairly simple to navigate even with just a basic training. Cons At this time, I do not really have any cons to say about it. For the most part, I am not active in Claritysoft on a daily basis. Review Source AL Aryn L. Marketing Director Medical Practice Used the software for: Less than 6 months ### "Great for small businesses" August 20, 2019 5.0 Our medical practice uses Claritysoft CRM as a way to organize and track referring physicians and the referrals that they send to our office. As the Marketing Director, I am in the field visiting these offices. The software allows me to easily sort offices by location (which I designated my own "territories") and also allows you to pull up a Google Map on your phone - which is great when you are on the road. The customer service support was great at helping me with set-up and answering my questions. The technical support was also able to add a feature at my request. Pros Claritysoft offered the most effective CRM solution for our office at a price reasonable for small businesses. I also liked how much I was able to customize the database and fields to fit the software for my specific use. Cons This software can do A LOT - much more than what I need it for. That can sometimes be confusing. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Claritysoft CRM Price, ease of use, best structured for our specific need Review Source Talk to a Capterra advisor for free and get results within 15 minutes.