# Claritysoft CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 # Reviews of Claritysoft CRM Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews FS Flavia S Custom Groups ConsultantLeisure, Travel & Tourism, 11 - 50 employeesUsed the software for: 1-2 years. “The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a few limitations, like note formatting and some advanced features, it still serves as a reliable CRM for day-to-day operations.“ March 3, 2026 jh jameela h InstructorEducation Management, 201 - 500 employeesUsed the software for: 1-2 years. “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“ March 22, 2026 JS Jessica S AdminEducation Management, 201 - 500 employeesUsed the software for: 1-2 years. “Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses interested in keeping detailed client records that are updated regularly. While I have some quibbles about site navigability, and have had minor issues with different users being unable to access needed information, I am overall glad we migrated to Claritysoft because it is relatively simple to use, customizable, and has a range of information viewing options that can be adjusted based on business needs.“ March 4, 2026 RR Rob R New Member Engagement CoordinatorMedical Practice, 501 - 1,000 employeesUsed the software for: More than 2 years. “However, the import and export tools can be a bit challenging to work with, which occasionally slows down data management.“ March 3, 2026 LM Lisa M Marketing CoordinatorConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate the information you want to gather.“ March 3, 2026 jh jameela h InstructorEducation Management, 201 - 500 employeesUsed the software for: 1-2 years. “It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off.“ March 22, 2026 FS Flavia S Custom Groups ConsultantLeisure, Travel & Tourism, 11 - 50 employeesUsed the software for: 1-2 years. “I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and customer interactions.“ March 3, 2026 JR Johan R TutorEducation Management, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “It often takes multiple clicks to create something, and to delete something can take even more.“ March 3, 2026 ## Showing most helpful reviews Showing 1-25 of 243 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chastity S. sales coordinator Professional Training & Coaching Used the software for: 2+ years ### "We love Claritysoft CRM!" August 4, 2025 4.0 We have had a great experience since 2022 using this CRM, it works great for our sales team! Some of our team are not super tech savvy and everyone seems to be able to use Claritysoft successfully. Pros The transition from another CRM to Claritysoft was very seamless. Very user friendly! We love the way that the Accounts, Contacts and Opportunities modules all work together. Cons I do not like that engage does not communicate with the CRM. We would love to be able to create tasks directly from Engage for our tram based on email campaign performance. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce no longer worked for our budget Review Source KS Katie S. Adminstrative Manager Education Management Used the software for: 1-2 years ### "Administration Manager" March 3, 2026 4.0 Overall, positive! It's secure, well built, they've been very responsive to our requests, and I appreciate working with them. Pros The information search is pretty easy, and I appreciate the security features especially. Being able to have certain project limited in view and scope to certain team members has been very good for client confidentiality. I appreciate how easy it is to customize views for my different potential workflows, as I wear a lot of hats at my company. Cons I wish there were more links between the different project levels, as they feel very siloed. The contact information being siloed away from the project information, being siloed away from the client account is frankly a little strange. The high degree of user interface customizability also took some getting used to to be able to use effectively. Switched from [Namely](https://www.capterra.com/p/143606/Namely/) Solve360 was a product that was being discontinued by the company that made it, and we needed to find a different CRM solution. Review Source JM Jonathan M. Account Manager Retail Used the software for: 1-2 years ### "Gift Card Review" March 3, 2026 3.0 Its been ok Pros My work has me using it and I have used worse and better CRM's. It is easy to navigate and use but lacks some key functions. Cons The difficulty of uploading documents> Review Source SQ Simon Q. Sales and Marketing Coordinator Automotive Used the software for: 6-12 months ### "Affordable and easy to use" March 3, 2026 5.0 My experience has been great. It has been super easy to learn and integrate our sales plans into action Pros I like how user friendly it is. It is layed out very well and helps to keeps things incredibly organized. It also gives really good visibility for anything you would want to track Cons I would say the limitations on a few of the filters and importing new data can occasionally be a bit frustrating Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM there were numerous alternative CRM's but this one had great reviews and seemed very user friendly and affordable and also had all the functions we were looking for Review Source CG Cassandra G. Office Manager Wholesale Used the software for: 1-2 years ### "Great program!" March 3, 2026 5.0 It has been really good! It helps us mainstream things and get all of our information into one place instead of multiple spreadsheets. Pros We appreciate the ability to pull reports and create special reports based on how our business runs. Cons Sometimes things are a little unclear in how to edit and change the software based on our specific needs. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM It fit our needs the best- because our business works a little differently. Switched from [Act!](https://www.capterra.com/p/175860/Act/) It didn't suit our needs properly and was hard to work with. Review Source LM Lisa M. Marketing Coordinator Construction Used the software for: 2+ years ### "Great CRM for Small Businesses" March 3, 2026 5.0 Great experience so far - we have been using it for about two years now. Customer service has always been helpful and friendly. Pros Claritysoft is a very user friendly CRM. We really like that you can change the layout of your contact/account cards using their design tool, and can add or eliminate the information you want to gather. Many other CRMs come with a standard layout and their contact cards are so busy with information tabs we don't care about so its nice we can make these direct and simple. Also LOVE the opportunities board they offer. Really nice to view your sales that way! Cons At this time, the only thing that has seemed difficult is adding the add-on in Outlook, and utilizing their email function but that could have been something on our end and not theirs. Switched from [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) We did not require a sales CRM that intense. Wanted something smaller and more personalized for our company. Review Source JP John P. General manager Building Materials Used the software for: 2+ years ### "Keep it up, Claritysoft" March 10, 2026 4.0 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/) Reason for choosing Claritysoft CRM Pricing was way too high of Salesforce for our size of team. Review Source LN Ladd N. Owner Medical Devices Used the software for: 1-2 years ### "It is clearly better" March 3, 2026 5.0 Exactly what they all do, just more economically. Not sure why anyone would choose another option. Their support staff is beyond expectations. Pros Easy to learn, so many capabilities, great support from the team. It is easily one of the most feature rich, and economical offerings in CRM Cons Loved it....there is nothing I did not like about Claritysoft. The app was great, desktop great, the fact that it interfaced with QuickBooks..great Alternatives considered [Sales Force Automation-SFA](https://www.capterra.com/p/114993/Sales-Force-Automation-SFA/) Reason for choosing Claritysoft CRM Value, onboarding, ability to move and make it happen with us Review Source JA Jared A. Growth Marketing - UX Lead Synoptix Software Financial Services Used the software for: 1-2 years ### "A great solution for our organization" March 3, 2026 5.0 A great solution for our organization. Our last CRM was way too restrictive and others we looked into were just unaffordable compared to their value. Pros Clarity was a great fit for our small-mid sized organization. Other solutions were a bit too expensive and bloated for our needs. Not to mention Clarity Engage was a great option for growth. Cons Certain reporting features, including dashboards, felt a little restrictive. It took quite a bit of experimenting or even sometimes exporting to Excel to get exactly what we needed. The PDF Quotation feature is also very finicky. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) The software was often times buggy and difficult to work with. Review Source EL Evan L. Regional Business Development Manager Pharmaceuticals Used the software for: 2+ years ### "Great Value For Simple Businesses" March 4, 2026 4.0 I've used Claritysoft CRM for about 2 years after using Salesforce for a decade and Power BI for about 2 years. It is simply an address book where you can make notes of your calls. Pros Great value and customer support. Very organized way to store contacts. Easy to put contacts at multiple locations. Cons It can feel like a glorified Address Book at times, and doesn't have the AI features or Advanced Intel that Salesforce or Power BI have. The lack of automation, ability to print invoices, or integrate software is a con, unless you don't need that stuff. Review Source EM Elizabeth M. Director of Marketing Machinery Used the software for: 1-2 years ### "Strong CRM Solution with Great Support and Customization Options" August 4, 2025 5.0 Our overall experience has been very positive. Claritysoft has streamlined our processes, improved our efficiency, and made it easier to manage customer relationships from prospecting to quoting. The platform strikes a great balance between functionality and ease of use, and the support team has been a key part of our success with it. We’re confident we made the right choice and look forward to continuing to grow with Claritysoft. Pros We love the simple, user-friendly interface and the high level of customization available. The system allowed us to get up and running quickly and tailor modules to fit our exact needs. It brought much-needed organization to our client and prospect management, and we were able to implement a quoting process within the CRM that significantly reduced the time it takes us to generate and process quotes. The customer support is also excellent—responsive, knowledgeable, and genuinely helpful. Cons Modifying the sales and quote templates wasn't as intuitive as we had hoped. It required assistance from customer support to get everything set up correctly. That said, we're glad that Claritysoft offers customization services and that their team was available to walk us through the process when needed. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Claritysoft CRM We liked the interface, and really like that we had hand-holding during the implementation process. Switched from [Osprey Approach](https://www.capterra.com/p/172620/Osprey-Approach/) Our software was super dated. We needed a new system that everyone in our organization could access. Review Source CD Chris D. Office Director Education Management Used the software for: 1-2 years ### "Claritysoft: Easy to learn across the various roles & responsibilities of our team!" June 24, 2025 4.0 Overall: easy to learn for veterans and for our newer team members, and a marked upgrade from our old CRM. Looking forward to a few more usability upgrades to make our experience excellent! Pros Our company switched from a very old, cranky CRM to Claritysoft. Claritysoft has been terrific for our newer employees and has some really nice features for us (a mid-size private tutoring company that focuses on students in grades K-12.) Interface looks nice, and tasks that were onerous in our old CRM are much less so. Cons Lack of tabbed browsing within Claritysoft and ease of flow between, say, our student list, their parent contacts, and our tutors' projects. Claritysoft can get a little balky if I open up a second browser tab to do the kinds of tasks mentioned above; our old CRM, while creaky and annoying, was easier to move between these different workflows. Claritysoft is better in most other ways, though! Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Our company had become way too big and Solve was not well-supported. I'm not in IT here, nor was part of the ClarityCRM decision, but it was a good switch. Review Source JB Jeremy B. Owner and Founder Management Consulting Used the software for: Less than 6 months ### "Same price - better features and flexibility" March 20, 2025 4.0 This is heads-and-shoulders above HS. For my particular line of work, keeping the "Leads" and "Contacts" in separate is a nice touch. But the ease of creating new fields, arranging formatting, uploading data, and activity reporting is so much easier to do with this tool. Best of all, the cost is very compatible to the competition, and without the annoying 'upsell' for feature sets that should be included. Pros 1) Easy to use 2) Easy to get reports to track teammate's activities 3) Easy to filter and find records when using the mobile app 4) VERY EASY to add fields and modify record formats Cons 1) GUI is a little bland 2) Can be a little too flexible, especially with larger teams Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Claritysoft CRM Better price for the features and flexibility Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Cost increases for necessary features was too high, especially with the frustration of customizing the data attributes and trying to get reporting to work as needed. Case in point - you can't search and filter on the mobile app?!? Review Source CS Caecilia S. Team Leader Education Management Used the software for: 6-12 months ### "Smooth Sailing After the Learning Curve" June 24, 2025 5.0 I’ve really grown to like Claritysoft CRM! Compared to the bulky dinosaur that was our old CRM especially, Claritysoft feels like a breath of fresh air--faster, sleeker, and so much more efficient. Once you get used to navigating it, the platform is a easy to use and makes day-to-day tasks so much smoother. The only downside is that it’s not super intuitive right out of the gate, so having a guide or walkthrough is definitely helpful. But once you get the hang of it, it’s a game-changer. Pros Fast, sleek, and efficient--once you learn it, Claritysoft is a total game-changer! Highly recommend! Cons It's not super intuitive right out of the gate, so having a guide or walkthrough is definitely helpful. Switched from [Solve CRM](https://www.capterra.com/p/41409/Solve360/) Solve was a dinosaur: slow, bulky, and overloaded. Review Source SR Sarah R. Sales Admin Information Technology and Services Used the software for: 2+ years ### "Ease of use" March 4, 2026 5.0 I have only had one issue ever and it was taken care right away by the support team. My call was answered quickly and my issue was taken care of right away. Pros I really like Claritysoft CRM ease of use. It is very user friendly and easy to navigate. The customer support is great. Cons I wish that you could change the user view easier. If the user had a few more options to customize it more to their liking it would be great. Review Source SW Shawn W. Managing Partner Media Production Used the software for: 2+ years ### "I love Claritysoft" March 18, 2026 5.0 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 CM Chasity M. Admin Asst Medical Practice Used the software for: 1-2 years ### "Quick, Easy, and Effective" March 23, 2026 5.0 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 DW Dawna W. Systems Specialist Consumer Services Used the software for: 2+ years ### "Clarity Soft never disappoints" March 3, 2026 5.0 Pros Always reliable and can access from anywhere! If I have ever run into an issue, customer support is always there to help! Cons I have not found anything that I do not like about Claritysoft. I did a lot of research before chosing this as my platform. Review Source MH Monica H. Inside Sales Machinery Used the software for: 1-2 years ### "Claritysoft review" March 3, 2026 4.0 Overall my experience with Claritysoft has been a very positive one. Great program for staying in touch and organized with our customers. Pros I learned alot of new tips on how to stay better organized with reminders, tasks, etc. I also learned alot of new features , ie how to move items around on lists, insert and remove etc. The new features I've learned makes clarity much more useful to me. Cons I feel the Claritysoft program is very very indepth and that there are almost too many features, in that lots do not get used. Review Source AA Alawab A. Tutor Primary/Secondary Education Used the software for: 1-2 years ### "An easy to use solution for day-to-day task management " March 3, 2026 4.0 I’ve used Clarity as a tool to track students/ clients that I work with and tutor. I will say that as a software, it achieves its purpose and that is sufficient for me. Pros Task and workflow automation is great, and the information finding is made simple with the UI. I do not pay for the service myself so I cannot speak on the value for money. Cons There are quite a few bugs that come with the system and have plagued my days at work when using Clarity. The customer support makes up for this though. Review Source NM Natali M. Pharmacy Automation Consultant Industrial Automation Used the software for: 1-2 years ### "Highly Recommend " August 26, 2025 5.0 Extremely easy to add and manage accounts to keep up with your customers account history. Easy access to overview customers' accounts. Pros The ability to create Open-Activities to complete tasks in the future and receive reminders beforehand. Cons Filtering to find information or run certain reports but, I'm sure I might just need further training. Review Source KB Kevin B. Academic and Test Prep Tutor Education Management Used the software for: 1-2 years ### "Claritysoft is AWESOME" March 3, 2026 5.0 Claritysoft has been a total upgrade versus the other softwares I’ve tried, and the flexibility is also a life saver. Pros Claritysoft has really simplified managing my projects and keeping track of multiple loose ends, allowing me to focus more on the work at hand. Cons Sometimes it can lag or be slow, but I think that’s just a byproduct of how many projects I have to manage. Review Source ED Evan D. Tutor Education Management Used the software for: 1-2 years ### "Solid platform" March 5, 2026 4.0 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 AH Aaron H. Sales Packaging and Containers Used the software for: 6-12 months ### "Great software for day-to-day" June 26, 2025 4.0 Claritysoft overall is easy to use if you're looking for a basic tool that gets the job done. It can become confusing to find things but works well. Pros I use the CRM on a daily basis and like that it's fairly simple. It's easy to keep track of notes, upload and categorize leads. Cons The app used to be terrible - after a major update within the last few days it's a little more useable now but confusing to navigate. It's also easy to miscategorize customers, leads etc and when this happens, they can be a pain to find. Review Source VR Verified Reviewer Academic Tutor Consumer Services Used the software for: Less than 6 months ### "Great tool" August 4, 2025 4.0 Mostly positive, as it has allowed me to keep track of all the profiles and be able to maintain detailed notes on them. Pros It's not difficult to learn how to use Claritysoft CRM. Only a few questions have come up since using this tool and have been easily answered. Cons I don't like that sometimes it's difficult to find certain profiles. Perhaps this is because I'm still learning how to navigate this tool. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.