--- 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 [(256)](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. Do you work for Claritysoft CRM? [Manage this product listing](https://www.g2.com/products/claritysoft/claim_requests/new?auto=true) 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 [(256)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Ratings Breakdown - 4.46Ease of use - 4.53Value 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 [(18816)](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 [(4491)](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 [(7007)](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 [(629)](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: 256 ### Rating distribution - 5 stars: 149 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. --- ### Claritysoft CRM: Simple, Efficient Record Keeping - Overall rating: 4/5 - Reviewer: Jessica S. - Verified reviewer: Yes - Industry: Education Management - Company size: 201-500 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. 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: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### 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. --- ### Lots of features - If I can find them - Overall rating: 3/5 - Reviewer: jameela h. - Verified reviewer: Yes - Industry: Education Management - Company size: 201-500 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. 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 - Ease of use: 1/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### 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. --- ### 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. --- ### 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. --- ### Good value for the money; lacking in other areas specific to our business - Overall rating: 3/5 - Reviewer: Luanne L. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for more 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. 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 - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 3/5 #### 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) --- ### Great Product! - Overall rating: 5/5 - Reviewer: Britany G. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used daily for more 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. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Small business utilizes Claritysoft CRM - Overall rating: 5/5 - Reviewer: David J. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: Self-Employed - Product usage: Used daily for more 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. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Simply Intuitive, Flexible, Growth Potential - Overall rating: 5/5 - Reviewer: Davina F. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used daily for more 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. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- Showing 1 - 10 of 256 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** (18816) Recently recommended **48** times [SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/) **4.6** (81) Recently recommended **48** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **49** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (154) Recently recommended **45** times Stuck Between Options? 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