# Claritysoft CRM Software Reviews, Demo & Pricing - 2026 > Review of Claritysoft CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/claritysoft-profile --- [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 2026: Benefits, Features & Pricing 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 [(243)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) 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. 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 [(243)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.56Value for money - 4.63Customer support - 4.24Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](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 [(4462)](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 [(6977)](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 [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.20Value for money - 4.43Customer support - 4.44Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(731)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.73Value for money - 4.49Customer support - 4.50Functionality Pricing Starting at $7.00 per year Get Price ## 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 Read More 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 Read More 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 Read More 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 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 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 Overall Rating 4.5 Ratings Breakdown 5 59% 4 36% 3 3% 2 1% 1 1% Secondary Ratings Ease of Use 4.5 Value for money 4.6 Customer support 4.6 Functionality 4.2 CC Chris C. Verified reviewer Environmental Services 2-10 employees Used daily for less than 2 years Review source Reviewed March 2026 Claritysoft - Great CRM with fantastic support 5 I use Claritysoft primarily to keep chemistry notes and organize followups on wastes generated by clients. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More JS 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 4 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 4 Ease of use 4 Value for money 4 Customer support 5 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. Read More RR Robin R. Verified reviewer Medical Devices 11-50 employees Used unspecified for more than 2 years Review source Reviewed August 2019 Claritysoft Review 5 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 5 Ease of use Previously 4 5 Value for money 5 Customer support 4 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. Read More BG Britany G. Verified reviewer Information Technology and Services 2-10 employees Used daily for more than 2 years Reviewed March 2026 Great Product! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More DJ David J. Verified reviewer Professional Training & Coaching Self-Employed Used daily for more than 2 years Reviewed March 2026 Small business utilizes Claritysoft CRM 5 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 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More LL Luanne L. Verified reviewer Construction 11-50 employees Used daily for more than 2 years Reviewed March 2026 Good value for the money; lacking in other areas specific to our business 3 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. Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 3 Functionality 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). Reasons for choosing Claritysoft CRM cost (value), customization, integration with QuickBooks (had it at the time) Reasons for switching to Claritysoft CRM We had outgrown this database and needed something we could use to track quotes, sales and projects (opportunities) Read More DF Davina F. Verified reviewer Construction 11-50 employees Used daily for more than 2 years Reviewed March 2026 Simply Intuitive, Flexible, Growth Potential 5 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 5 Ease of use 5 Value for money 5 Customer support 4 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. Read More SH Sarah H. Verified reviewer Retail 2-10 employees Used daily for less than 2 years Reviewed March 2026 affordable best option 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More MD Matthew D. Verified reviewer Education Management 201-500 employees Used daily for less than 2 years Reviewed March 2026 A workable, intuitive program 4 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 4 Ease of use 3 Value for money 5 Customer support 3 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 Read More JK Jennifer K. Verified reviewer Design 11-50 employees Used daily for more than 2 years Reviewed March 2026 Great for those that want Customization 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More Showing 1 - 10 of 243 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/)[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/)[Kylas Sales CRM vs Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/vs/kylas/)[Ploomes CRM vs Claritysoft CRM](https://www.softwareadvice.com/compare/9707-claritysoft/vs/449937-Ploomes/)[Dynamics 365 vs Claritysoft CRM](https://www.softwareadvice.com/compare/9707-claritysoft/vs/106335-Dynamics-365/)[Pipedrive vs Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/vs/pipedrive/)[Insightly 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** (18785) Recently recommended **141** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **95** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **78** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (153) Recently recommended **73** times Stuck Between Options? 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