Claritysoft CRM 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

Claritysoft CRM

4.5

(241)

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 22 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

4.6

Customer support

4.6

Functionality

4.2

David B.

Verified reviewer

Higher Education

11-50 employees

Used daily for less than 2 years

Reviewed March 2026

Best Value CRM in the Market

From start and continuing, I have been overwhelmingly impressed with Claritysoft CRM. It fits our needs exactly. As a SaaS, we didn't need all of the fluff and stuff within Salesforce. Not to mention the difficulty in navigating help via Trailblazer. With this product, we can do what we need to do at a price that we can afford.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how easy it is to customize this product. Adding modules is super simple. There is never any pressure to purchase add-ons. They are simply offered as a service and if you want to pursue it, they will contact you. Otherwise, they check in a few times a year to make sure all is well. Also, the support team is top notch. Any questions get answered quickly and if by some chance, they don't know the answer, they get back to you in a timely manner. Automation is easy to do as well. The steps are straightforward and it is a simple process to automate functions within the CRM. Couple this with the low pricing and you get get bang for your buck. I looked and many systems and this one provided us with the most amount of features for the money.

Cons:

The knowledgebase is sometimes difficult to follow. Only occasionally it will tell you that you can do "X" without telling you how to do "X".

Reasons for choosing Claritysoft CRM

From the start, Allison listened to what I was saying and recommended what I needed. She didn't blast me with high sales energy like a used car salesperson. Rather, she helped me buy the product that was the best for me.

Reasons for switching to Claritysoft CRM

Salesforce is incredibly difficult to configure and the help is virtually impossible to use. Trailblazer is a nightmare to navigate to find information on what you need.

Jessica S.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 2 years

Reviewed March 2026

Claritysoft CRM: Simple, Efficient Record Keeping

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation. With features like Global Search and customizable Filters, it's easy to search for specific information and receive relevant results. Lead management is also simplified with an option to fill out fields denoting Lead Sources and first Point of Contact, making it easy to track which sources generate the greatest lead volume. Sales and accounting management are also made easy, with sub-tabs under each Project specifically for Accounting info about the client, ie Payroll Item, Service Item, etc.

Cons:

Learning how to navigate Claritysoft can be somewhat counterintuitive, as locating the information you want in the fewest clicks possible takes some experimenting and refining. For example, while you can save emails to clients' accounts with the handy Claritysoft email extension, these emails are saved either to the Client's Project or the Client's Account, but not necessarily both. Similarly, attachments are added separately to Projects and Accounts with no easy means of attaching to both simultaneously or from the same page.

Reasons for switching to Claritysoft CRM

Needed a faster service that could process a large volume of client records without crashing, as well as facilitating better information management and organization.

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.

Britany G.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for more than 2 years

Reviewed March 2026

Great Product!

It has been a great experience overall. The customer service team is truly wonderful—responsive, knowledgeable, and quick to step in whenever assistance is needed. On the rare occasion that the information isn’t readily available in the knowledgebase, they are fast to respond and ensure we get exactly what we need. It’s clear they are committed to providing timely and effective support, which makes a big difference in our overall experience.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I absolutely love both the customer service and the product itself. From start to finish, the experience has been smooth, professional, and genuinely enjoyable. The team was responsive, helpful, and makes sure everything was handled quickly and correctly. On top of that, the product has exceeded expectations in both quality and performance. It’s clear that a lot of care goes into both the service and what’s being delivered. Highly impressed all around!

Cons:

Overall, we’ve had a positive experience, but I do wish there were more customization options available for the product. Having additional flexibility to tailor certain features, settings, or design elements to better fit our specific needs would make it even more valuable for our use case. Greater customization would allow us to align the product more closely with our workflows and preferences, and ultimately maximize its impact for our team.

Reasons for choosing Claritysoft CRM

Liked the ease and knowledgebase that is available with Claritysoft

David J.

Verified reviewer

Professional Training & Coaching

Self-Employed

Used daily for more than 2 years

Reviewed March 2026

Small business utilizes Claritysoft CRM

I am a small business, so I like systems that are easy to use. Claritysoft CRM was easy to set up and now it is easy to operate. I am able to see my sales pipeline potential and create action steps to achieve closer of new accounts.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like Claritysoft CRM because their technical support is the best. They are very quick to solve any issue. At Claritysoft, they provide the technical support. You do not have to hire a third party to help, which great.

Cons:

Overall, Claritysoft has been wonderful. They continue to make product upgrades on a regular basis.

Reasons for choosing Claritysoft CRM

The technical support was superior with Claritysoft CRM.

Davina F.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Reviewed March 2026

Simply Intuitive, Flexible, Growth Potential

Easy setup, support during setup, each tech support, simply brilliant Help center with both written and video instructions. You can take the system as far as you want or retain its simplicity.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is much more intuitive than the overwhelming Zoho and Salesforce. Tech support is brilliant and personable.

Cons:

Just like other CRMs, if you want to be able to text and do more activities you must purchase other applications with both purchase and monthly fees to add on to CS.

Reasons for choosing Claritysoft CRM

Much more intuitive, wasn't intimidating like Zoho.

Reasons for switching to Claritysoft CRM

Too expensive, too detailed, too cumbersome.

Sarah H.

Verified reviewer

Retail

2-10 employees

Used daily for less than 2 years

Reviewed March 2026

affordable best option

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for choosing Claritysoft CRM

price was amazing and it appeared to do exactly what we needed

Reasons for switching to Claritysoft CRM

it costed $500 per month and was having issues with the click to dial

Matthew D.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 2 years

Reviewed March 2026

A workable, intuitive program

Pretty solid - better than other CRMs I have worked with, with just a few hiccups on the management side that make it less than perfect.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Employees I supervise seem to find it easy to use - it has improved record keeping accuracy because people are finding it an easier tool.

Cons:

It is annoying that I cannot display automatically generated global fields in the project view. Exporting lists is also somewhat inconsistent

Reasons for choosing Claritysoft CRM

Clarity has features we needed, especially for email uploading

Reasons for switching to Claritysoft CRM

Old system was not longer able to meet company needs

Jennifer K.

Verified reviewer

Design

11-50 employees

Used daily for more than 2 years

Reviewed March 2026

Great for those that want Customization

It's been GREAT! For the price and customization abilities, it works perfectly for us. We also like the ability to move opportunities between stages by dragging them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very customizable! You can see opportunities in board view and drag opportunities between stages easily.

Cons:

The documents you attach in one module e.g. opportunities, don't flow down when converted to next stage e.g. quotes

Reasons for switching to Claritysoft CRM

too expensive, to complicated, no one used it correctly

Katie S.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 2 years

Reviewed March 2026

Administration Manager

Overall, positive! It's secure, well built, they've been very responsive to our requests, and I appreciate working with them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Claritysoft CRM

Solve360 was a product that was being discontinued by the company that made it, and we needed to find a different CRM solution.

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