# Page 9 | Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Claritysoft CRM ## Showing most helpful reviews Showing 201-225 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Vaibhav G. Clinic Admin Hospital & Health Care Used the software for: Less than 6 months ### "Efficient and easy to use" August 10, 2022 4.0 Pros They have variety of product for full sales cycle, right from lead capture to customer support. Its user friendly. Cons Whatsapp automation with customized messeging option is missing. There should be option of engagment calender to setup automatice notifications. Review Source VL Valerie L. Sales Representative Wholesale Used the software for: Less than 6 months ### "Working with Clarity" April 24, 2021 4.0 I have an organized call schedule with Clarity. I have detailed information of each call and activity that is performed. Pros I like to be able to turn my computer on in the morning and see who I need to call that day .I like seeing all my notes from each call in one place. I like having all future calls documented for easy follow-up. Cons I would like to have some kind of notation to tell me if I have set up a future call without having to go to open activities. Review Source MS Mark S. Business Development Manager Legal Services Used the software for: 2+ years ### "This CRM software is very versatile and very intuitive to use. " March 8, 2018 5.0 Pros You can add virtually an unlimited number of customized fields, it's very easy to use and their technical support and customer service is excellent. Review Source DS Desirae S. Data Quality Professional Farming Used the software for: Less than 6 months ### "Claritysoft" April 20, 2017 4.0 Overall this is a nice product for a company that wants to go from the shelf to up and running quickly, and that doesn't have a tech savvy team to take on the more challenging but full featured customizations that some other CRMs offer. Pros What I like best about this product is its ease of use upfront and the offering of monthly training. Ease of use increases user adoption. Some other features that are nice are: Some flexibility in customizations Advanced search option Cons The things I liked least about this product are as follows: While the product offers some easy and simply customization options, they can also be very limiting. Difficult email integration Review Source VR Verified Reviewer Director of Creative Productions Health, Wellness and Fitness Used the software for: I used a free trial ### "So much easier than paper" August 21, 2019 5.0 Positive Pros Everything is in one place - before our CRM, we had like 10 different spreadsheets across different dropboxes. Cons Some things it can't do. Can be slow sometimes. Was a hassle to get our current information integrated. Review Source DF Denise F. Business Development Legal Services Used the software for: 6-12 months ### "SLFAQ, Llc" November 15, 2022 5.0 The experience has been great and the communication is amazing. Pros I like that I can custom add fields specific to our industry. Cons That I can not track the money that comes in on an account. Reason for choosing Claritysoft CRM Price. Review Source SL Stephanie L. Accounting & Customer Service Manager Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Great tool if it's the right fit." March 1, 2018 3.0 Pros Very easy to navigate the software. The customer support when first looking at the product is outstanding. Cons Once you have gotten past the initial stage of purchasing the product, the customer support drops significantly. Review Source Response from Claritysoft May 8, 2018 Stephanie, we appreciate the time you took to submit a review of Claritysoft. Unfortunately, despite an exhaustive search of our client database, we are unable to locate your name as a Claritysoft user at any time. Because we strive to deliver an outstanding user experience it is imperative that we ensure all reviews are from actual customers who have experience with our solution. Perhaps you used Claritysoft under another name? Please let us know and allow us an opportunity to assist you with any challenges you have had. Claritysoft is committed to providing the best solution available. Thank you, we look forward to talking with you soon and ensuring your interactions with the software and our team are nothing less than exceptional. JD Joshua D. Pharmacy Automation Consultant - Sales/Marketing Hospital & Health Care Used the software for: 6-12 months ### "Amazing and Awesome!" January 18, 2017 5.0 I personally use ClaritySoft every day, and I cannot picture my work day without it!!! The ease of keeping track of thousands of accounts in any way you want makes this amazingly awesome! Pros Organization, Data Collection, and User Friendly!!! Cons I do not know how to download mobile app yet lol!!! Review Source VR Verified Reviewer President Used the software for: 2+ years ### "Great CRM with lots of good features but not overwhelming." March 26, 2018 5.0 Pros Customer service is very helpful and open to feedback, receptive to suggestions for future updates and new features. Cons It seems like perhaps Claritysoft integrates a little better with Outlook than with Gmail based email and calendars. Review Source DM Devin M. Foundation Director Non-Profit Organization Management Used the software for: 1-2 years ### "Different User - Still a Great Product" December 15, 2022 5.0 I am able to track our efforts with ease even though I don't truly have sales "accounts". I needed to adapt the fields to my needs and found it easy to do so. Pros My office uses this software for our sales team. I was offered to use this for tracking out philanthropic efforts. Not the intended use, but I think it shows the flexibility of the software. Cons Some of the features are not the most logical. I'll need to click through several buttons to find where to create or modify an account or contact. Review Source CS Christina S. Exec Assistant Investment Management Used the software for: Less than 6 months ### "Functional Product" August 30, 2023 5.0 Pros The compatibility with Outlook is helpful and the individual who helped create the CRM tailored to us was helpful! Cons Still working on kinks of just getting it up and running and fully deployed Review Source EH Eric H. Senior Sales Engineer Machinery Used the software for: Less than 6 months ### "Wow - this might be the right CRM system for you!" August 3, 2020 5.0 My experience has been OUTSTANDING! Our onboarding trainer Linda Woehler has been fantastic and helpful in every way! Pros I like it's ease of use the most. The ClaritySoft Live is the one for us! Cons After using it for 3 weeks now, I have yet to find anything I don't like about it! Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM The cost of Salesforce was simply too expensive for us. Review Source HE Hunter E. Computer Admin Hospital & Health Care Used the software for: Less than 6 months ### "Claritysoft CRM saved us time and money!" July 20, 2016 5.0 Before we decided to use Claritysoft, Me and my team had disagreed on Microsoft Dynamics or Claritysoft. After, two weeks, we finally picked Claritysoft and we are glad we did! It was so much easier to use then Dynamics and the support is free! The program is way better then Dynamics and even has more features! Matt and Susan are good about checking up on you and take their jobs seriously, so no matter what, someone is checking up on you! Thanks guys! Pros How Easy it is for our Employees. The price is number one for us! Support is amazing, They help you with every little thing! Cons We did have one con about the Reports, but Matt just informed me they are releasing a Expert Report manager soon! This clears this con up:) Review Source GP Gail P. Administrator/Owner Used the software for: 2+ years ### "I have been with Claritysoft for a couple of years now, and I am very happy with the Databases " March 21, 2018 5.0 Pros Easy to learn and use, and customize Claritysoft has excellent support in helping in all areas of use. Cons As of yet I need an outside App to connect with our Quickbooks, but can be done with the Zapier App. Review Source MA Melissa A. Sales Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Great value for the money and functionality to boot." December 2, 2016 5.0 We had been using other CRM's in our business for double the price we are paying for Claritysoft and way less customer service....so glad we made this change to Claritysoft because it has increased our usage and functionality Pros Functional - easy to use and understand Monthly training at both beginner and advanced levels Technical support for the product Way better value for the money than what we were using originally Cons No real app for off desk usage other than internet based use (still has a web based smart phone usage from browser but not an APP) Review Source BM Brian M. President Used the software for: ### "Early stage stumbles and have come to love the product" July 13, 2015 4.0 We were searching for a CRM solution that was simple , yet sophisticated. We did not want our people to have to study the software for months. We also wanted something that would enable us to work in the field and office with ease. Clarity has performed well in these areas. We also need tech support from time to time . Clarity has been spot-on with their support, professional, efficient and honest with us. In the early stages of adoption we were frustrated with the integration of Clarity and our staff. We learned about the online version and never looked back . It has made such a difference with the collaboration betqween our sales reps and office staff that it now our go-to product . After having used many CRM packages throughout my sales career I have been through all kinds of good and bad situations . Clarity is a Very Good solution. Review Source JC JoAnn C. Human Resources Director Management Consulting Used the software for: Less than 6 months ### "Affordable & Easy to Use CRM" December 18, 2018 4.0 Easy to customize and lots of online support. Our implementation specialist is fantastic! Pros Easy for end users to navigate. Good selection of reports. For small businesses it’s a great CRM solution! Cons No marketing copy or images, but you can load your own for easy e-blast messaging. Project module is new so there is work to do your build out. Tracking billable hours is possible with no integration of a separate tracking tool. Review Source MW Michele W. Marketing Director Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "ClaritySoft Is Very User Friendly" May 2, 2017 4.0 Pros ClaritySoft makes it easy to set up and user their software. They are very helpful in answering any questions you may have throughout the whole process. Cons ClaritySoft does not offer some functionality that I think would be useful. Certain fields will not pull from Quotations to Sales, for instance, quote number. It is important for us to know the quote number through all phases of the sale. Review Source RA Richard A. VP, Sales & Marketing Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Perfect for small to medium businesses" December 5, 2016 5.0 Excellent "off the shelf" functionality, highly and easily customizable, very clean and usable user interface. Everything is one page, no scrolling and clicking around to find information. Pros Excellent "off the shelf" functionality, highly and easily customizable, very clean and usable user interface. Everything is one page, no scrolling and clicking around to find information. Cons Technical support can be a little dismissive. Review Source RR Rhonda R. Administrative Manager Used the software for: Less than 6 months ### "Excellent customer support - effective at finding solutions to our requests and understands our org" May 4, 2018 5.0 Pros Ease of use and ability to customize to our needs! Excellent customer service support - effective at finding solutions to our requests and understands our organization and what we are trying to accomplish using the software. Cons Setting up customized reports. Each organization is different and we had reporting requests that took longer than expected to customize. Review Source CC Casey C. Director of Marketing Management Consulting Used the software for: 6-12 months ### "Great software just needs some tweaking" October 12, 2017 4.0 Overall we are pleased with our use of it. Pros Intuitive software, easy to use, easy to setup, fantastic support team. Search functionality is great when searching general and detail oriented things. Cons Reporting doesn't work as it should - needs some improvement, not able to fully customize in terms of removing sales modules, emails could have a more professional look, email syncing could be better. Review Source KT Kyle T. Key Account Manager Music Used the software for: Less than 6 months ### "Easy to use and navigate" August 20, 2019 5.0 Pros Simple easy to use interface, customization on your home screen. Cons Can't think of anything negative, it's been an overall positive experience so far! Review Source DV Dayna V. Graphic Designer Health, Wellness and Fitness Used the software for: 2+ years ### "Great functionality" April 21, 2021 5.0 Pros Once the setup is complete the functionality is great and pulling reports is super easy! Cons Took a while to get it set up and get the team using it, but afterward it was great. Review Source CJ Carl J. National Sales Manager Mining & Metals Used the software for: Less than 6 months ### "CRM" December 31, 2019 5.0 Pros Schedule appointments on calendar and able to email prospects Cons have not use it enough to base an opinion on what I don't like Review Source MS Megan S. Program Coordinatior Medical Practice Used the software for: I used a free trial ### "Seems Like a Great Product" July 11, 2017 4.0 Customer Service was very helpful and gave they gave a 30 min demo that was very informative. Pros Even though I was using a trial, it was very user friendly and had some great features. Had a great ease of use. Cons Since we are part of a Senior Care Community, we need a program that is HIPAA compliant, and that was the only con we had. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.