--- title: "Claritysoft CRM Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Claritysoft CRM. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Claritysoft CRM is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/claritysoft-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) / Claritysoft CRM Reviews 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](https://www.softwareadvice.com/crm/claritysoft-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/claritysoft-profile/alternatives/) # Claritysoft CRM User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 256 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.6/5 - Value for money: 4.5/5 - Functionality: 4.2/5 ### 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%) ### Most mentioned pros - Claritysoft has really allowed me to organize my leads and customers in a clear and concise way, allowing me to not only having everything in one place but also helping me stay connected with my customers and personalize my experience and needs along the way. - This allowed me to gather custom reports quickly and efficiently to send into management. - It delivers reliable sales and lead management tools, solid security, and helpful workflow automation at a fair price. ### Most mentioned cons - However, it lacks polish in areas like the mobile app and doesn’t offer many standout or advanced capabilities compared to other CRMs. - Customer support is responsive, but the interface feels dated, advanced reporting is limited, and integrations aren’t as robust as larger CRM platforms. - The lack of automation, ability to print invoices, or integrate software is a con, unless you don't need that stuff. ## Claritysoft CRM customer reviews Showing reviews 1-25 of 256 (page 1). ### CLARITYSOFTCRMDEN - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Transportation/ Trucking/ Railroad - Company size: 1001-5000 employees - Product usage: 1-3 years · daily - Reviewed: September 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. ease of use, customer support, affordability, and ability to organize sales and customer information effectively. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Strong customer support and responsive service team. Customization options for fields, workflows, layouts, and reporting. #### Cons Mobile app and integrations are less advanced than platforms such as Salesforce or HubSpot. Reporting and analytics capabilities can be limited for advanced users. --- ### Functional and Value for the Money - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Environmental Services - Company size: 51-200 employees - Product usage: 1-3 years · daily - 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 --- ### Great Value - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Medical Devices - Company size: 11-50 employees - Product usage: 3-5 years · daily - 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. good for my small business needs. x #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros ease of use, Overall a good value for the feature set. x #### Cons easier integration into the New Outlook format. also would love to have unsubscribe option for my CRM campaigns. --- ### You get what you put in! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Environmental Services - Company size: 2-10 employees - Product usage: 3-5 years · daily - 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. 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 - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Love this CRM! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Construction - Company size: 51-200 employees - Product usage: 1-3 years · daily - 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. I love this CRM. It is a great way to get all of my clients in an easy manageable way! Also, when emailing, it takes literally seconds to send 300 emails! it adds so much value to my marketing campaigns! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Clarity is easy and very simple! The help area and tutorials are amazing. If you need help with anything, I feel like all of your answers can be addressed with these videos! #### Cons The constant updates can be a little too much. Being an outside sales rep, this slows me down sometimes. I'm a salesperson, not a computer person. Thanks god we have someone in our office that manages this relationship and all!! --- ### Not a great CRM but a good CRM - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Plastics - Company size: 11-50 employees - Product usage: less than 1 year · weekly - 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros It did everything I needed it to do. It seemed to have most capabilities, but it was not exactly seamless use. #### Cons The layout was not simple or user friendly. We did not have access to map view to see customers by area. --- ### A Valuable Tool for Managing Customer Information - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Electrical/ Electronic Manufacturing - Company size: 2-10 employees - Product usage: 3-5 years · daily - 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. --- ### Number One - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Retail - Company size: 2-10 employees - Product usage: 1-3 years · daily - 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. --- ### Functional CRM that gets the basics done but mobile app needs work - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Utilities - Company size: 51-200 employees - Product usage: 3-5 years · weekly - 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 my experience with Claritysoft CRM has been pretty mid but it gets the job done. The core features for managing contacts, deals, and email logging work reliably enough for basic needs, so we can get through our day-to-day tasks without major problems. However, it lacks polish in areas like the mobile app and doesn’t offer many standout or advanced capabilities compared to other CRMs. It’s a functional, no-frills option that does what we need without being exceptional. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros One of the best things about Claritysoft CRM is that you can send emails directly from within the platform and they are automatically logged against the contact or deal. This saves a lot of time because you don’t have to switch between your email client and the CRM or manually copy information over. Having the full communication history in one place makes it much easier to stay organized and keep everyone on the team up to date. #### Cons The mobile app is hard to use and feels clunky on a phone or tablet. Navigation isn’t very intuitive, buttons and menus are difficult to tap accurately, and some features that work fine on the desktop version are frustrating or nearly unusable on mobile. It would be a big improvement if the app was redesigned to be more responsive and mobile-friendly, especially for anyone who needs to check or update information while out of the office. --- ### Sales Manager - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: 11-50 employees - Product usage: 3-5 years · daily - 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. --- ### Best Value CRM in the Market - Overall rating: 5/5 - Reviewer: David B. - Industry: Higher Education - Company size: 11-50 employees - Product usage: 1-3 years · daily - 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". --- ### Claritysoft CRM: Simple, Efficient Record Keeping - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Education Management - Company size: 201-500 employees - Product usage: 1-3 years · daily - 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. --- ### Claritysoft Review - Overall rating: 5/5 - Reviewer: Robin R. - Industry: Medical Devices - Company size: 11-50 employees - Product usage: 3-5 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. --- ### Lots of features - If I can find them - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Education Management - Company size: 201-500 employees - Product usage: 1-3 years · daily - 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 --- ### Good value for the money; lacking in other areas specific to our business - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Construction - Company size: 11-50 employees - Product usage: 3-5 years · daily - 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). --- ### Great Product! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: 3-5 years · daily - 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. --- ### Small business utilizes Claritysoft CRM - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Professional Training & Coaching - Company size: Self-Employed - Product usage: 3-5 years · daily - 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. --- ### Simply Intuitive, Flexible, Growth Potential - Overall rating: 5/5 - Reviewer: Davina F. - Industry: Construction - Company size: 11-50 employees - Product usage: 3-5 years · daily - 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. --- ### Strong CRM Solution with Great Support and Customization Options - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Machinery - Company size: 11-50 employees - Product usage: 1-3 years · daily - Reviewed: August 2025 - 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. Our overall experience has been very positive. Claritysoft has streamlined our processes, improved our efficiency, and made it easier to manage customer relationships from prospecting to quoting. The platform strikes a great balance between functionality and ease of use, and the support team has been a key part of our success with it. We’re confident we made the right choice and look forward to continuing to grow with Claritysoft. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We love the simple, user-friendly interface and the high level of customization available. The system allowed us to get up and running quickly and tailor modules to fit our exact needs. It brought much-needed organization to our client and prospect management, and we were able to implement a quoting process within the CRM that significantly reduced the time it takes us to generate and process quotes. The customer support is also excellent—responsive, knowledgeable, and genuinely helpful. #### Cons Modifying the sales and quote templates wasn't as intuitive as we had hoped. It required assistance from customer support to get everything set up correctly. That said, we're glad that Claritysoft offers customization services and that their team was available to walk us through the process when needed. --- ### A great solution for our organization - Overall rating: 5/5 - Reviewer: Jared A. - Industry: Financial Services - Company size: 11-50 employees - Product usage: 1-3 years · weekly - 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. A great solution for our organization. Our last CRM was way too restrictive and others we looked into were just unaffordable compared to their value. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Clarity was a great fit for our small-mid sized organization. Other solutions were a bit too expensive and bloated for our needs. Not to mention Clarity Engage was a great option for growth. #### Cons Certain reporting features, including dashboards, felt a little restrictive. It took quite a bit of experimenting or even sometimes exporting to Excel to get exactly what we needed. The PDF Quotation feature is also very finicky. --- ### Claritysoft: Easy to learn across the various roles & responsibilities of our team! - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Education Management - Company size: 201-500 employees - Product usage: 1-3 years · daily - Reviewed: June 2025 - 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: easy to learn for veterans and for our newer team members, and a marked upgrade from our old CRM. Looking forward to a few more usability upgrades to make our experience excellent! #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros Our company switched from a very old, cranky CRM to Claritysoft. Claritysoft has been terrific for our newer employees and has some really nice features for us (a mid-size private tutoring company that focuses on students in grades K-12.) Interface looks nice, and tasks that were onerous in our old CRM are much less so. #### Cons Lack of tabbed browsing within Claritysoft and ease of flow between, say, our student list, their parent contacts, and our tutors' projects. Claritysoft can get a little balky if I open up a second browser tab to do the kinds of tasks mentioned above; our old CRM, while creaky and annoying, was easier to move between these different workflows. Claritysoft is better in most other ways, though! --- ### 6+ Years with Claritysoft CRM - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Mechanical or Industrial Engineering - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: August 2025 - 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. Our overall experience is 10 out of 10. We have used Claritysoft for more than 6 years and love it! We don't use all the modules, but accounts, contacts, sales, calendar, reports and marketing are all very powerful for us. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Simplicity of navigating the modules and the access to data reporting. Customer Support for problem resolution is A+. #### Cons 1.There seems to be limitations for filtering data between multiple modules. 2.The design of sophisticated quotation templates needs to be more intuitive and user friendly, as it is currently very code-heavy. --- ### Great Value For Simple Businesses - Overall rating: 4/5 - Reviewer: Evan L. - Industry: Pharmaceuticals - Company size: 11-50 employees - Product usage: 3-5 years · daily - 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've used Claritysoft CRM for about 2 years after using Salesforce for a decade and Power BI for about 2 years. It is simply an address book where you can make notes of your calls. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros Great value and customer support. Very organized way to store contacts. Easy to put contacts at multiple locations. #### Cons It can feel like a glorified Address Book at times, and doesn't have the AI features or Advanced Intel that Salesforce or Power BI have. The lack of automation, ability to print invoices, or integrate software is a con, unless you don't need that stuff. --- ### It is a solid CRM - Overall rating: 4/5 - Reviewer: Flavia S. - Industry: Leisure, Travel & Tourism - Company size: 11-50 employees - Product usage: 1-3 years · daily - 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. My overall experience with Claritysoft CRM has been positive. It is user-friendly, intuitive, and helps streamline sales and customer management tasks. The dashboard and reporting tools provide useful insights, and it supports team collaboration effectively. While there are a few limitations, like note formatting and some advanced features, it still serves as a reliable CRM for day-to-day operations. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I liked how intuitive and user-friendly Claritysoft CRM is. The interface makes it easy to manage contacts, track sales opportunities, and automate tasks without a steep learning curve. I also appreciated the customizable reporting and dashboards, which give real-time insights into sales performance and customer interactions. Overall, it helped streamline workflows and improve team collaboration. #### Cons What I liked least about Claritysoft CRM is that the notes section is quite limited in formatting options. It would be very helpful to be able to bold, underline, highlight, or change colors in notes, as this can make important information stand out and improve readability. Also I would like that the open activities to have colors, which help to see what is high priority vs others. --- ### Highly recommend! - Overall rating: 5/5 - Reviewer: Kathy S. - Industry: Construction - Company size: 11-50 employees - Product usage: 3-5 years · daily - 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 has been and given everything our organization could want: ease of use, measurable searches, and the best customer service ever! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The customer support is paramount to any CRM we have experienced! Claritysoft is a program that is easy to use, gives all the information needed, and allows for customization that fits what we are looking for. #### Cons Not much - perhaps a better knowing that ties into other software systems. And perhaps, more robust dashboards. ---