--- title: "Claritysoft CRM Software Reviews, Demo & Pricing - 2026" description: "Review of Claritysoft CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/claritysoft-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Claritysoft CRM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/claritysoft-profile/alternatives/) # Claritysoft CRM Review From $29-$59/month 2 plans Wondering if Claritysoft CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Claritysoft CRM 4.5 [(255)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Pricing Starting at $29.00 per user per month ### About Claritysoft CRM Claritysoft CRM is a simple yet powerful cloud-based CRM and marketing automation platform built for growing businesses. It brings together sales, marketing, project management, and customer service tools into one easy to use system without the complexity or high costs of larger platforms. Claritysoft stands out for its focus on simplicity paired with exceptional support. Teams get up and running quickly with guided implementation and ongoing free phone support from real people. The platform is highly customizable so you can tailor screens, fields, workflows, and layouts to match your unique processes and team roles. Manage your entire customer journey in one place: generate leads with built-in marketing automation, move prospects efficiently through your sales pipeline, deliver projects consistently, and keep customers happy with strong service tools. A native mobile app keeps everything accessible on the go, while integrated email marketing helps you stay connected and drive more opportunities. With affordable pricing, clean interfaces, and automation that eliminates repetitive work, Claritysoft helps teams get organized, close more deals, and scale without the usual CRM heada... ches. Trusted by thousands of customers who value clarity and real results over complexity. Wondering if Claritysoft CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Claritysoft CRM User Interface ## Popular Claritysoft CRM Alternatives Main Product Claritysoft CRM 4.5 [(255)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Ratings Breakdown - 4.46Ease of use - 4.54Value for money - 4.61Customer support - 4.22Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4484)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6996)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(623)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(506)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.19Value for money - 4.43Customer support - 4.43Functionality Pricing Starting at $15.00 per month Get Price ## Claritysoft CRM Pricing and Plans Starting price: $29.00 per month Free Trial Free Version Core CRM $29.00 per user, per month Plan includes: - Leads, Accounts & Contact Management - Opportunity & Pipeline Management - Tasks & Calendar - Reports & Dashboards - Saved Views & Advanced Filtering - Web Forms - Email Integration & Bulk Email Sending - Mobile App - Customizable Fields & Team-Based Layouts - Free U.S.-Based Phone Support Read More Complete CRM $59.00 per user, per month Plan includes: - Everything in Core, plus: - Workflow Automation - Quotations & Price Books - Sales Orders & Invoicing - Projects - Support Ticketing - Custom Modules & Record Types - Advanced Reports & Excel Reporting - API Included - Up to 100,000 Contacts Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Security 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 Generative AI Interaction Tracking Internal Chat Integration Lead Capture Lead Distribution Lead Generation 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 23 reviews Gmail Integration rated undefined from -1 review QuickBooks Online Advanced Integration rated undefined from -1 review Google Calendar Integration rated undefined from -1 review Microsoft 365 Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review ## Claritysoft CRM User Reviews ## Claritysoft CRM customer ratings - Overall rating: 4.5/5 - Total reviews: 255 ### Rating distribution - 5 stars: 148 reviews (58%) - 4 stars: 92 reviews (36%) - 3 stars: 11 reviews (4%) - 2 stars: 2 reviews (1%) - 1 star: 2 reviews (1%) ### Secondary ratings - Ease of use: 4.5/5 - Value for money: 4.5/5 - Customer support: 4.6/5 - Functionality: 4.2/5 --- ### Best Value CRM in the Market - Overall rating: 5/5 - Reviewer: David B. - Verified reviewer: Yes - Industry: Higher Education - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Sales Manager - Overall rating: 4/5 - Reviewer: Josh K. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, I like ClaritySoft, but I have had to get far more creative with building out the quote templates than I ever thought I would. I spend an inordinate amount of time updating templates, calculated fields, and price lists. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 2/5 #### Pros I like that ClaritySoft is affordable, especially on a per-user basis. Support has also been generally good. #### Cons Claritysoft is not nearly customizable enough, and does not support the us of global constants, such as labor rates, service rates, zones, zone fees, etc which could be referenced in calculated fields throughout the application. There is also no way to insert dynamic images or dynamic links into quote templates or sales templates. That would be a huge improvement. It would also be huge to allow for calculated fields and global constants in the price list. I am happy to provide examples if asked. #### Reasons for choosing Claritysoft CRM Price and industry usage were the biggest determining factors. --- ### Claritysoft Review - Overall rating: 5/5 - Reviewer: Robin R. - Verified reviewer: Yes - Industry: Medical Devices - Company size: 11-50 employees - Product usage: Used unspecified for more than 2 years - Reviewed: August 2019 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Number One - Overall rating: 5/5 - Reviewer: Esteban T. - Verified reviewer: Yes - Industry: Retail - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Claritysoft had been not only the most cost effective but has been very easy to use and have multiple users using. It has never been down and is always updating to better versions. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to use has a lot of features easy to add in and to migrate from other systems. Works well with add ons/extensions #### Cons Unable to love things out of the list into their own separate categories. Took a bit to get the migration of data in the right spaces. #### Reasons for switching to Claritysoft CRM Cost. The other program was excessively expensive --- ### Claritysoft CRM- Great tools and easy usability - Overall rating: 5/5 - Reviewer: Paul G. - Verified reviewer: Yes - Industry: E-Learning - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The program works very well for our business from Sales to Account management. The workflows help us easily onboard clients and track their changing needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The program it is intuitive. It is easy to manage the work flow from leads to accounts and manage your opportunity pipeline. They quoting system works nicely and it is easy to make quick changes. #### Cons The only negative is that you can't click on an attached file and have it previewed. It downloads the document to your computer creating duplicate files. #### Reasons for switching to Claritysoft CRM we were looking for a more intuitive product that easily integrated sales quotes and managed onboarding --- ### A Valuable Tool for Managing Customer Information - Overall rating: 4/5 - Reviewer: Heidi H. - Verified reviewer: Yes - Industry: Electrical/ Electronic Manufacturing - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, Claritysoft has helped streamline our day-to-day operations and improve visibility across our sales and customer management activities. We would recommend it to businesses looking for a reliable, user-friendly CRM solution. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros The customer support team is responsive and helpful whenever we've had questions or needed assistance. #### Cons Like any software platform, there was a learning curve when first implementing the system. Some customization and setup took time, but the flexibility it provides has made the investment worthwhile. #### Reasons for choosing Claritysoft CRM It offered a better price and had similar options. --- ### Comforting & Customizable UI - Overall rating: 4/5 - Reviewer: Michael M. - Verified reviewer: Yes - Industry: Facilities Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It's been solid and customizable. When training our employees, they have been accepting of the change because of how easy it is to use. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User friendly and easy to create a CRM to our company's liking. We were able to replicate what we previously had with a fresher look. #### Cons There have been a lot of UI updates in the last year, so I have to retrain where to look for certain items. #### Reasons for switching to Claritysoft CRM Needed a product for the future and we were able to replicate much of what we had with smartco. --- ### Functional and Value for the Money - Overall rating: 3/5 - Reviewer: Bennett E. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: July 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Meh. We have tried many different platforms and I have never really been sold on any of them at any price. And yes we are continue to use the CS product. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros PRICE. It did seem like it could and would do the basics that we needed and we have continued using CS #### Cons Felt dated. Navigation was "Stilted" Working in it didn't flow easily. I think some adjustments in form and presentation could help #### Reasons for switching to Claritysoft CRM Price and hoped to better use the features Salesforce was a failed experiment for us. --- ### Outstanding Service - Overall rating: 4/5 - Reviewer: Blake A. - Verified reviewer: Yes - Industry: Defense & Space - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: June 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The customer service and implementation specialist I work with has been an amazing experience. It is by them alone that we have chosen ClaritySoft as our go to CRM. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Organized and easy manipulation of main screen/reports. This allowed me to gather custom reports quickly and efficiently to send into management. #### Cons We are a very custom manufacturing business and are not able to use the quote module. We tried several times but it just doesn't work with our style of business. #### Reasons for switching to Claritysoft CRM ClaritySoft offered a more complete package at the price point we selected. --- ### clarity - a strong choice for business needs - Overall rating: 5/5 - Reviewer: Caecilia S. - Verified reviewer: Yes - Industry: Education Management - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. my experience has been great! they're customer service has been consistent and I appreciate the speed with which they've handled any bugs. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros clarity has been great at confirming to our company's needs, including streamlining certain tools to our specific use. #### Cons the fact that we can't change the automatic generated time length of events; they automatically set the time at 30 minutes. #### Reasons for switching to Claritysoft CRM solve did not have the capacity to handle our client needs. --- Showing 1 - 10 of 255 Reviews [See All Reviews](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) ## Claritysoft CRM Popular Comparisons [Salesforce Sales Cloud vs Claritysoft CRM](https://www.softwareadvice.com/compare/2764-Salesforce/vs/9707-claritysoft/)[HubSpot CRM vs Claritysoft CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/9707-claritysoft/)[Zoho CRM vs Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/vs/zoho-crm/)[Kylas Sales CRM vs Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/vs/kylas/)[HubSpot Sales Hub vs Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/vs/hubspot-sales/)[Bigin by Zoho CRM vs Claritysoft CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/claritysoft/)[Dynamics 365 vs Claritysoft CRM](https://www.softwareadvice.com/compare/9707-claritysoft/vs/106335-Dynamics-365/)[Ploomes CRM vs Claritysoft CRM](https://www.softwareadvice.com/compare/9707-claritysoft/vs/449937-Ploomes/)[Pipedrive vs Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/vs/pipedrive/)[Netskope One Platform vs Claritysoft CRM](https://www.softwareadvice.com/compare/2667-Insightly/vs/9707-claritysoft/) [Compare All Alternatives](https://www.softwareadvice.com/crm/claritysoft-profile/alternatives/) ## Other Top Recommended CRM Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18808) Recently recommended **69** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **63** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (506) Recently recommended **61** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **58** times Stuck Between Options? 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