Claritysoft CRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Claritysoft CRM

4.5

(204)

Pricing

Starting at $49.00 per month

About Claritysoft CRM

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management.

Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives.

The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences.

Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.

Claritysoft CRM Screenshots

Claritysoft CRM Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Professional

$49.00

per user, per month

Plan 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

Accelerator

$59.00

per user, per month

Plan includes:

Account Merging
Activity Feed
Calendar Sync
Custom Activities
Customizable Signatures
Custom Modules
Custom User Groups
Email Tracking
Lead and Task Management
Mail Merge

Enterprise

$69.00

per user, per month

Plan includes:

Account Merging
Activity Feed
Calendar Sync
Custom Activities
Custom Calculated Fields
Customizable Signatures
Custom Modules
Custom User Groups
Data Archive
Email Tracking

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Claritysoft CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Claritysoft CRM
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Assignment Management
Automated Routing
Calendar/Reminder System
Calendar Sync
Campaign Management
Channel Management
Client Management
Collaboration Tools
Commission Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
CRM
Customer Database
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Marketing
Email Templates
Email Tracking
Field Sales Management
Forecasting
For Insurance Industry
For iPad Devices
For Small Businesses
For Startups
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Marketing Automation
Mobile Access
Mobile App
Multi-Channel Communication
Opportunity Management
Performance Metrics
Pipeline Management
Predictive Analytics
Product Catalog
Proposal Generation
Prospecting Tools
Real-Time Notifications
Referral Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search
Search/Filter
Self Service Portal
Source Tracking
Support Ticket Management
Task Scheduling
Template Management
Third-Party Integrations
Web Forms

Claritysoft CRM Integrations

Microsoft Outlook

Integration rated 4.2 from 15 reviews

Gmail

QuickBooks Online Advanced

Google Calendar

Microsoft 365

Zapier

Claritysoft CRM User Reviews

Overall Rating

4.5

Ratings Breakdown

59%

37%

Secondary Ratings

Ease of Use

4.5

Value for money

4.7

Customer support

4.7

Functionality

4.3

David B.

Verified reviewer

Higher Education

11-50 employees

Used daily for less than 2 years

Reviewed August 2025

Best-Value CRM Software for the Money

Perfect for those who don't need a cumbersome CRM. We were coming off of using SF. That system was bloated with features we never used. It was impossible to find answers in Trailblazer helps so we started looking around. I came across Claritysoft and reached out to the sales team. [sensitive content hidden] asked questions and LISTENED to what I needed. She didn't try to force a square peg into a round hole. Instead, she suggested the products we needed, allowing room to scale later. In a few days, we were up and running. It was easy to set the system up and to import our data from SF. I love Claritysoft. It was the best thing we did for our sales team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Claritysoft is intuitive and easy to use. The setup was simple. Importing and data mapping are very straightforward. The support team is awesome. They are extremely knowledgeable and consistently go out of their way to assist. The sales staff listen and don't try to force square pegs in round holes. This is a top-shelf product available at a low to mid-shelf price point. The system also includes features that you truly need and isn't bloated with capabilities that people don't actually use. I feel valued and listened to by everyone here, from sales to support. Great product! The best thing we have purchased in quite a while.

Cons:

Sometimes the knowledge Base articles refer to a previous version. However, the system is intuitive, so I am usually able to figure it out on my own with the help of the knowledge base articles. If I cannot, then a quick call to their world-class support team does the trick.

Reasons for choosing Claritysoft CRM

Their sales team ([sensitive content hidden] especially) asked questions and listened BEFORE pushing their products. It felt like a buying journey as opposed to someone selling me something.

Reasons for switching to Claritysoft CRM

We found Salesforce to be incredibly cumbersome and virtually impossible to receive help from their support team. Trailblazer articles are useless. We were spending wan too much time chasing our tails instead of finding what we needed so we could get on with business.

Stephanie K.

Verified reviewer

Hospital & Health Care

201-500 employees

Used daily for more than 2 years

Reviewed October 2025

Recommend for small to mid sized companies

Overall very happy with Claritysoft CRM. It's structured but also customizable. We're able to alter it to fit our needs without so many options that it becomes difficult to manage

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great value and customer support. Claritysoft does everything we need to do for an affordable price. We have used other CRMs in the past that were not right for our small-mid sized company needs and were too expensive. We've been using Claritysoft for several years now and are very happy with the product. They take every suggestion into consideration for future upgrades. IT support always gets back to you same day, sometimes moments after reaching out.

Cons:

I have no complaints about Claritysoft CRM and we are very happy with the product. Areas where theres room to improve, the team evaluates and releases upgrades for. Charts could use some expansion, as I don't find those very helpful at the moment.

Reasons for choosing Claritysoft CRM

Inexpensive in comparison to sales force and better customer service.

Robin R.

Verified reviewer

Medical Devices

11-50 employees

Used unspecified for more than 2 years

Review source

Reviewed August 2019

Claritysoft Review

Previously 4

The CRM is very helpful to our Sales team. It helps them track leads, account activities, reminders to contact prospects/customers, estimated sales, etc. The Claritysoft customer service and sales team are great to work with as well.

Ratings Breakdown

Ease of use

Previously 4

Value for money

Customer support

Functionality

Pros:

Very user friendly. Customer service is very helpful and always available to assist. Helps track sales, opportunities, follow-ups, etc. Easy

Cons:

Training videos are not listed in an order that makes sense fora new user to follow. E-mails sent to customers are not shown as a "touch", so you can't always identify or run a report showing the last time you connected with a customer. Product dictionaries could use an upgrade so you can move items around easily.

Reasons for choosing Claritysoft CRM

Saleforce had more functionality/capabilities than we needed at a higher cost.

Reasons for switching to Claritysoft CRM

Old CRM did not have enough capabilities.

Elizabeth M.

Verified reviewer

Machinery

11-50 employees

Used daily for less than 2 years

Reviewed August 2025

Strong CRM Solution with Great Support and Customization Options

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Claritysoft CRM

We liked the interface, and really like that we had hand-holding during the implementation process.

Reasons for switching to Claritysoft CRM

Our software was super dated. We needed a new system that everyone in our organization could access.

Verified

Reviewer

Construction

11-50 employees

Used daily for more than 2 years

Reviewed August 2025

Keep pushing!

Overall, I think it's a great product and has served us well, even though we still feel there are improvements that are very needed and very overdue.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customer service, I can always call in when I have a complaint. Also, it's very flexible, I can always customize the next functionality that we want to add.

Cons:

The mobile app is still very lackluster, as well as the mobile version of the site, although much improved, still has limited functionality. Not being able to access Support tickets, for example.

Reasons for choosing Claritysoft CRM

Price and flexibility. The way that we can add so many fields and edit our automation proved very useful.

Lee R.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Reviewed August 2025

Customisable

Has been effortless from Day 1 when we selected the tool. The ease of use is remarkable and the ability to customise dramatically reduces the total cost of ownership.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customisation and ability to easily re-design screens; add fields and supporting logic. All this can be done by a business user and not a business analyst or developer.

Cons:

Being located in Australia with support in the US and India, there can be a lag in between a ticket being raised and a response. That said, once a ticket is logged, the service is excellent.

Reasons for choosing Claritysoft CRM

Customisation and value for money was far higher with Claritysoft

Chris D.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 2 years

Reviewed June 2025

Claritysoft: Easy to learn across the various roles & responsibilities of our team!

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!

Ratings Breakdown

Ease of use

Functionality

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!

Reasons for switching to Claritysoft CRM

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.

Michele F.

Verified reviewer

Mechanical or Industrial Engineering

11-50 employees

Used daily for more than 2 years

Reviewed August 2025

6+ Years with Claritysoft CRM

Our overall experience is 10 out of 10. We have used Claritysoft for more than 6 years and love it! We don't use all the modules, but accounts, contacts, sales, calendar, reports and marketing are all very powerful for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simplicity of navigating the modules and the access to data reporting. Customer Support for problem resolution is A+.

Cons:

1.There seems to be limitations for filtering data between multiple modules. 2.The design of sophisticated quotation templates needs to be more intuitive and user friendly, as it is currently very code-heavy.

Reasons for choosing Claritysoft CRM

Best choice for small business for the price/value.

Lyndsay D.

Verified reviewer

Education Management

51-200 employees

Used weekly for less than 2 years

Reviewed June 2025

Happy with Clarity

My overall experience with Claritysoft CRM has been great. I like how organized all the information is, which allows the information I am looking for be easily accessible and relevant

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

My favorite part about Claritysoft is its user-friendly features. I like how organized it is and how accessible the information is in a well, laid-out format

Cons:

The least liked aspect of Clarity is its connection with ADP. It will be nice when the information entered into Clarity automatically transfers to ADP instead of having to manually enter everything through ADP, which is more on ADP

Reasons for switching to Claritysoft CRM

AJ Tutoring made the switch because their contract ended with Bigtime and they are looking for a CRM that will streamline with ADP

Verified

Reviewer

Education Management

51-200 employees

Used daily for less than 12 months

Reviewed August 2025

Great CRM overall, small fixes would make it better!

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Claritysoft has a great filter feature and lets us use the CRM to respond to a large number of clients efficiently.

Cons:

There are certain small things that don't seem to make sense (phone numbers entered as plain text rather than uniform formatting), or being able to adjust column views based on the view you're using.

Reasons for switching to Claritysoft CRM

Didn't work for our business based on the volume of clients/interactions needed

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