# 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 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 [(18796)](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 [(4474)](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 [(6985)](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 [(611)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.79Customer 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 [(502)](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 ## 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 Overall Rating 4.5 Ratings Breakdown 5 58% 4 36% 3 4% 2 1% 1 1% Secondary Ratings Ease of Use 4.5 Value for money 4.5 Customer support 4.6 Functionality 4.2 Mandi H. Verified reviewer Environmental Services 2-10 employees Used daily for more than 2 years Reviewed July 2026 You get what you put in! 5 I use Claritysoft daily and love how simple it is to navigate and enter new information. Plus, I do not have to bother any coworkers while they are away from the office. All I have to do is look in our system. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: I love how easy it is to use Claritysoft and keep all my contact information in one place. If anyone is away from the office all critical information can be found. Cons: I have not found anything I do not like about Claritysoft. It was a great tool for small businesses to keep all your information in one place. Read More JK Josh K. Verified reviewer Financial Services 11-50 employees Used daily for more than 2 years Reviewed June 2026 Sales Manager 4 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 3 Ease of use 4 Value for money 3 Customer support 2 Functionality 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. 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 jh jameela h. Verified reviewer Education Management 201-500 employees Used daily for less than 2 years Reviewed March 2026 Lots of features - If I can find them 3 It's hard to get a lot of information on a single page, so I miss tasks sometimes because they're cut off. I get really frustrated by it sometimes and I dislike using it. Ratings Breakdown 1 Ease of use 3 Value for money 3 Customer support 4 Functionality Pros: The pages look clean and orderly, with even spaces. There are also lots of features to store information and to organize events. The email extension that saves and organizes correspondences on the site is also convenient and it's so good, we're required by our org to use it. Cons: Front end bugs out sometimes. Doesn't always save. 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 Reasons for switching to Claritysoft CRM Not sure why they switched, but I preferred the other product. I imagine they switched for a lot of reasons. 1) your product has email integration 2) your product looks more clean and modern 3) your product loads faster googleAI seems to think that we switched because you worked with ADP better. Read More ET Esteban T. Verified reviewer Retail 2-10 employees Used daily for less than 2 years Reviewed June 2026 Number One 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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 Read More PG Paul G. Verified reviewer E-Learning 51-200 employees Used daily for more than 2 years Reviewed June 2026 Claritysoft CRM- Great tools and easy usability 5 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 5 Ease of use 5 Value for money 5 Customer support 4 Functionality 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 Read More HH Heidi H. Verified reviewer Electrical/ Electronic Manufacturing 2-10 employees Used daily for more than 2 years Reviewed June 2026 A Valuable Tool for Managing Customer Information 4 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 3 Ease of use 4 Value for money 4 Customer support 3 Functionality 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. Read More MM Michael M. Verified reviewer Facilities Services 11-50 employees Used daily for less than 2 years Reviewed June 2026 Comforting & Customizable UI 4 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 5 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More BE Bennett E. Verified reviewer Environmental Services 51-200 employees Used daily for less than 2 years Reviewed July 2026 Functional and Value for the Money 3 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 3 Ease of use 4 Value for money 3 Customer support 3 Functionality 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. Read More RR Reagan R. Verified reviewer Hospital & Health Care 11-50 employees Used daily for more than 2 years Reviewed June 2026 Reliable CRM for Managing Sales Opportunities and Customer Relationships 5 Overall, it's been a solid CRM for managing customer relationships and sales activities. It does what we need it to do and helps keep everything organized. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Claritysoft makes it easy to keep track of customers, quotes, follow-ups, and sales opportunities all in one place. It's simple to use, helps me stay organized, and has useful reporting tools that make it easy to track sales activity and performance. Also has an app! Cons: We still use the offline version for creating quotes because the online version does not keep quote line items in the order they are selected. This creates extra work when building quotes and has prevented us from fully transitioning that process to the online platform. Other than that, the system works well for our needs. Read More 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/)[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** (18796) Recently recommended **83** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (502) Recently recommended **45** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **44** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **41** times Stuck Between Options? 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