# Claritysoft CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Claritysoft CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/123868/Claritysoft-CRM --- # Claritysoft CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Claritysoft CRM ## What is Claritysoft CRM? Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Claritysoft was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM gives you enterprise power and functionality at a fraction of the cost. ## What is Claritysoft CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Recognitions Shortlist Overall rating Based on 243 user reviews Reviews sentiment Positive 95% Neutral 3% Negative 2% Starting price $49 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Lead Capture / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... - Customer Service / 2026 ## Claritysoft CRM alternatives Highest Rated [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (18,784)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (4,462)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (6,977)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/123868/Claritysoft-CRM/alternatives/) ## FAQs about Claritysoft CRM Overview ### What problems does Claritysoft CRM solve? Claritysoft CRM solves scattered lead tracking, fragmented customer records, and inconsistent sales follow-up by centralizing contacts, opportunities, notes, email activity, and workflow automation. Sales teams, account managers, field reps, and small to midsize businesses benefit most from its customizable dashboards, easy search, mobile access, and fast onboarding for new staff. Answer based on 189 reviews Overview ### Which roles and teams benefit most from Claritysoft CRM? Claritysoft CRM is most used by sales teams, business development leaders, marketers, and small-business executives who need a shared view of prospects and customer relationships. Office managers and operations staff use it to track follow-ups, organize contacts, manage pipelines, and support reporting that improves coordination, outreach, and revenue visibility. Answer based on 237 reviews Overview ### What company size and industries is Claritysoft CRM built for? Claritysoft CRM is built mainly for small businesses, which make up 90% of reviewers, with Education Management leading at 7%. It also serves midsize companies at 9% and enterprises at 1%, and its industry spread includes Construction at 6% and Hospital & Health Care at 5%, reflecting broad cross-industry fit. Answer based on 243 reviews Features and Usability ### What are the key features of Claritysoft CRM? Claritysoft CRM includes core CRM features like contact management, lead management, sales pipeline management, and email management. Its main differentiators are customization, workflow automation, reporting dashboards, Global Search with filters, calendar and task tracking, plus mobile access for field sales and team collaboration. Answer based on 145 reviews Pricing ### How much does it cost and what fees or limitations are included? Claritysoft CRM starts at $49/user/month for the Professional plan, with a three-user minimum and annual billing. Accelerator costs 59 and Enterprise 69. A free trial is available. Reviewers often call it a good value, though some mention setup took time and one reported an annual charge issue after trial end. Answer based on 46 reviews Integrations ### Which third-party tools and platforms does Claritysoft CRM integrate with? Claritysoft CRM integrates with Microsoft Outlook, Gmail, Microsoft 365, Google Calendar, QuickBooks Online Advanced, and Zapier. Reviewer mentions center on Outlook for email, contacts, and calendar syncing, while the official catalog adds Google and accounting connections plus Zapier support for broader app connectivity. Answer based on 38 reviews Getting Started and Support ### How easy is it to onboard and train a team on Claritysoft CRM? Claritysoft CRM is generally easy to onboard for sales teams and new reps, with many users reporting they become productive within weeks. Training is available through in-person sessions, live online sessions, webinars, videos, and documentation. Nontechnical users often adapt quickly, while admins and first-time CRM users may need guided setup and terminology help. Answer based on 43 reviews Getting Started and Support ### What customer support options does Claritysoft CRM offer, and how do users rate the experience? Claritysoft CRM offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, helpful, and knowledgeable, with quick answers and strong guidance during setup, customization, and ongoing use. Some mention documentation gaps, occasional training needs for advanced changes, and slower responses outside U.S. time zones. Answer based on 145 reviews ## Who uses Claritysoft CRM? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs Company size Based on 119 reviews 100% 75% 50% 25% Smallbusiness Midsizebusinesses Enterprise Top job functions Based on 119 reviews Sales & Business Development 39% Sales & Business Development 39% Administrative 20% Education & Learning 12% Consulting 6% Others 23% Top industries Based on 119 reviews Education Management 41% Financial Services 19% Retail 16% Construction 13% Other 11% ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.5 (89) 83.15% of 89 reviewers that rated this feature as important or highly important Claritysoft CRM offers robust contact management, letting you easily add, update, and organize contacts, track interactions, and integrate with Outlook for seamless communication. Reviewers appreciate the intuitive design, custom fields, and ability to link multiple contacts per account. Lead Management 4.4 (67) 79.10% of 67 reviewers that rated this feature as important or highly important With this capability, you can efficiently track, qualify, and convert leads, automate follow-ups, and manage the sales funnel. Users think the process is straightforward, with Kanban boards, task assignments, and easy import and tracking of leads throughout the pipeline. Reporting/Analytics 4.3 (48) 68.75% of 48 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Email Management 4.1 (47) 89.36% of 47 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Task Management 4.3 (42) 83.33% of 42 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Sales Pipeline Management 4.5 (39) 71.79% of 39 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Claritysoft CRM 87 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Schedule appointments via a calendar Assign issues and tasks based on availability or required skills Tickets are automatically assigned to specific agents based on predefined rules Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage various distribution channels, build relations with channel partners, and track their performance Manage contact details and communication with clients Provides a channel for team members to share media files, communicate, and work together Tracking, calculating, and paying commissions and earnings to employees Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Claritysoft CRM offers robust contact management, letting you easily add, update, and organize contacts, track interactions, and integrate with Outlook for seamless communication. Reviewers appreciate the intuitive design, custom fields, and ability to link multiple contacts per account. Track, store, and access client contracts or licenses Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Graphical representation of data Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Manage or track sales completed by field teams/employees Intended to be used by insurers Operate/access software on iPad Devices Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers With this capability, you can efficiently track, qualify, and convert leads, automate follow-ups, and manage the sales funnel. Users think the process is straightforward, with Kanban boards, task assignments, and easy import and tracking of leads throughout the pipeline. Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Access the system via a mobile application Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Predict future data based on historical data sets Present a catalog of inventory that customers can view Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Notifications that are delivered to users as soon as an event occurs Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Define, track, and/or automate sales activities and sales processes Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Allow customers/users to submit support queries and service requests Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Web form that allows users to enter data that is sent and processed for different reasons Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (238) 4.2 Based on 238 reviews ## Pricing Value for money 4.6 (211) [View pricing plan details](https://www.capterra.com/p/123868/Claritysoft-CRM/pricing/) Professional $49.00 Per User,Per Month It includes: - 500 Emails/Day - Account & Contact Management - Account & Contact Merge - Activity Feed - Calendar Management - Customizable Email Signatures - Email Integration - Email Templates - Email Tracking - Gmail Integration - Lead Management - Mobile Apps (Andriod & Ios) - Offline Access - Outlook Calendar Sync - Outlook Contact Sync - Outlook Integration - Price Quotations - Products & Pricebook - Relationship Linking - Sales Pipeline Management - Scheduled Outbound Email - Task & Event Management Accelerator $59.00 Per User,Per Month It includes: - Account Merging - Activity Feed - Calendar Sync - Custom Activities - Customizable Signatures - Custom Modules - Custom User Groups - Email Tracking - Lead and Task Management - Mail Merge - Offline Access - Outlook Integration - Pipeline Board View - Product and Pricebook Creation - Support Web Forms - Workflow Automation Enterprise $69.00 Per User,Per Month It includes: - Account Merging - Activity Feed - Calendar Sync - Custom Activities - Custom Calculated Fields - Customizable Signatures - Custom Modules - Custom User Groups - Data Archive - Email Tracking - Lead and Task Management - Mail Merge - Offline Access - Outlook Integration - Pipeline Board View - Product and Pricebook Creation - Support Web Forms - Workflow Automation Value for money 4.6 (211) 4.6 Based on 211 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (226) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (226) 4.6 Based on 226 reviews ## User reviews Overall rating 4.5 Based on 243 reviews Filter by rating 5(143) 4(88) 3(8) 2(2) 1(2) Mentioned topic Sorted by most recent CC Chris C. Project Manager Environmental Services ### "Claritysoft - Great CRM with fantastic support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 26, 2026 I use Claritysoft primarily to keep chemistry notes and organize followups on wastes generated by clients. Pros The support is phenomenal. On another date migration, we had an issue. One phone call and 5min later, they solved it. Cons I've experienced no issues except scheduled maintenance of which Claritysoft notifies in advance and usually on a weekend. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CM Chasity M. Admin Asst Medical Practice ### "Quick, Easy, and Effective" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 23, 2026 Overall this program has helped our company expand, allowed for oversight, and been a great asset. We use it to track engagements and this has been very helpful. Pros It is easy to use and keeps track of all the information our company needs. It works quickly, is updated often, and provides support as needed. Cons Some of the reports are hard to get to and when a calendar is full of activities it seems like it takes forever to load. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH jameela h. Instructor Education Management ### "Lots of features - If I can find them" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 March 22, 2026 It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off. I get really frustrated by it sometimes and I dislike using it. Pros The pages look clean and orderly, with even spaces. There are also lots of features to store information and to organize events. The email extension that saves and organizes correspondences on the site is also convenient and it's so good, we're required by our org to use it. Cons Front end bugs out sometimes. Doesn't always save. App is confused if it's a one page app or a sequential app. Why does the time change after you change the date? And why isn't the total time auto calculated from the time entry? And why does the calendar always go back to day when I change it to week. And doesn't the project autopopulate with my own projects Switched from [BigTime](https://www.capterra.com/p/131076/BigTime/) Not sure why they switched, but I preferred the other product. I imagine they switched for a lot of reasons. 1) your product has email integration 2) your product looks more clean and modern 3) your product loads faster googleAI seems to think that we switched because you worked with ADP better. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SW Shawn W. Managing Partner Media Production ### "I love Claritysoft" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 March 18, 2026 My overall experience is A+. The app for my iPhone is awesome. I have instant access in my hand at all times. Pros The value is great and, when I have any issues/problems, I get IMMEDIATE assistance and they’re always professional, knowledgeable and friendly. Cons The only thing I dislike, and it’s minor, is the search query on the app. It’s a little quirky. The search fields don’t reset. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SH Sarah H. Assistant manager Retail ### "affordable best option" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 10, 2026 great value I was able to learn a lot about the system and there is still a lot more functions I have yet to learn. It is very extensive and I really enjoy it Pros best price around works great. I have been able to import contacts seamlessly and easy. I love all the video training they offer for no extra cost! Cons sometimes the search function doesn't work in my lead field. no ability to separate ones I have start that I No longer need but am unable to move somewhere Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) it costed $500 per month and was having issues with the click to dial Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Claritysoft CRM price was amazing and it appeared to do exactly what we needed Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JP John P. General manager Building Materials ### "Keep it up, Claritysoft" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 10, 2026 For the price we're paying and how much we've customized it, I would say we're pretty satisfied and considering staying around for a good long while. Pros Flexibility and quick turnaround when service or support is needed. We've been able to really customize Clarity far beyond what we originally thought was possible. Cons Lack of true "Workflow" integrations. A lot of the newer CRM's in the market offer ways to create clear pathways for each sales type. If this, than this, then this, then this, etc. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Claritysoft CRM Pricing was way too high of Salesforce for our size of team. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GJ Garry J. Investment account manager Financial Services ### "Great software and CRM system " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 6, 2026 It’s a great CRM and really intuitive. I like the organization of clients and ability to search on the app. Pros The software is easy to use and the interface is great. I really enjoyed the ability to do mass emails. Cons Usage of AI would be nice. It would be nice to have AI generated suggestions for email and easier way to consolidate groups of clients. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RT Russell T. Chief Revenue Officer Professional Training & Coaching ### "Fractional Sales Leader using Claritysoft CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 6, 2026 Good for what I need and maybe wonder if I getting the best out of it? I need to invest some more time in learning more about how other SX advisors use it. Pros Easy to use and great customer support. I like that I can add new contacts direct from LinkedIn. I also like that I can build and send my newsletter from the tool. Cons Dashboards - I don't think they are great when I compare to other CRM's I have used and also my clients use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LL Luanne L. Director of Business Development Construction ### "Good value for the money; lacking in other areas specific to our business" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 March 5, 2026 It's been a good experience and gets the job done, but it's not great and "loved by all". Also Engage is difficult and buggy when it comes to formatting for our Marketing campaigns. Pros It's a good value for the money, fairly intuitive to use and is customizable to our business. Customer support is very responsive. Cons The integration with QuickBooks was never great (but it existed) and now that integration is not longer even supported. It's also geared towards tracking "people" as leads and Opportunities, but we track Construction Projects at Radius Track, so although we make it work in the Opportunity module with customization, it's not idea especially when it comes to reporting and KPIs. Some users find information search to be a little lackluster. Not a huge fan of the Lead module (it duplicates existing contacts). Switched from [Act!](https://www.capterra.com/p/175860/Act/) We had outgrown this database and needed something we could use to track quotes, sales and projects (opportunities) Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Reasons for choosing Claritysoft CRM cost (value), customization, integration with QuickBooks (had it at the time) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ED Evan D. Tutor Education Management ### "Solid platform" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 5, 2026 Pros Its a nice way to keep all information filed, in a secure platform. Also quite helpful for managing that information. Cons Website loading times can be slow. Some better UI developments and dashboards could be helpful. Organization of information/accounts isn't the easiest to navigate Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/123868/Claritysoft-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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