--- title: Claritysoft Reviews meta_title: 'Claritysoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 106 reviews by the users' company size, role or industry to find out how Claritysoft works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 106 scale: '5' date_modified: '2026-06-29' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Claritysoft Reviews **Vendor:** Claritysoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 106 ## About Claritysoft Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM, from Claritysoft, was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost. ## Claritysoft Pros & Cons **What users like:** - Users appreciate the **ease of use** of Claritysoft, enabling quick access to customer info and lead tracking. (2 reviews) - Users value the **easy tracking** of leads and follow-ups, thanks to Claritysoft's organized and intuitive interface. (2 reviews) - Users value the **organized lead management** of Claritysoft, enhancing efficiency and visibility in their sales processes. (2 reviews) - Users appreciate the **automation features** of Claritysoft, ensuring efficient task management and timely follow-ups for enhanced productivity. (1 reviews) - Users value the **easy customization** of Claritysoft, allowing them to focus on key metrics effectively. (1 reviews) - Users praise the **easy implementation** of Claritysoft, complemented by outstanding customer support and valuable features. (1 reviews) - Users enjoy the **easy navigation** of Claritysoft, allowing effortless task completion and efficient customer information management. (1 reviews) - Reporting (1 reviews) - Task Management (1 reviews) - Users appreciate the **user-friendly interface** of Claritysoft, making task completion and navigation easy and efficient. (1 reviews) **What users dislike:** - Users face **feature issues** in Claritysoft, particularly with its dated interface and limited reporting options. (2 reviews) - Users find **limited customization** options in Claritysoft, making it challenging to adapt for complex workflows. (2 reviews) - Users find the **user interface outdated** and desire more customization and flexible reporting tools in Claritysoft. (1 reviews) - Users find that the **slow loading** times in Claritysoft hinder their overall experience and productivity. (1 reviews) ## Claritysoft Reviews ### 1. Simple, Scalable, and Stress-Free CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Priya K. | Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Claritysoft?** Easy to use, great support, and clear data! **What do you dislike about Claritysoft?** It can be clunky and hard to customize.. **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft helps businesses eliminate sales chaos by centralizing fragmented customer data into a single, organized platform. It solves the issue of manual inefficiency by automating repetitive tasks like quoting, invoicing, and follow-up reminders, which reduces administrative overhead. Additionally, it provides management with real-time visibility into the sales pipeline, allowing teams to identify bottlenecks and track lead performance without relying on messy spreadsheets. By bridging the gap between communication and data, it ensures that no opportunities fall through the cracks and improves overall team accountability. ### 2. Effective CRM with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony c. | Web designer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about Claritysoft?** I like how Claritysoft keeps all customer information organized and accessible. The sales pipeline view makes it easy to see where each lead is, and the customizable dashboards let me focus on the metrics that matter most. It's simple enough to use daily but powerful enough to handle complex sales processes. I also enjoy the automation features, like task reminders and follow-up alerts, which ensure nothing slips through the cracks. The reporting tools are really effective for tracking sales trends and team performance. Plus, I appreciate the integration with email, which keeps communication smooth without needing to switch between apps. **What do you dislike about Claritysoft?** A few things could be improved in Claritysoft: the interface feels a bit dated, which can make navigation slower. Some advanced reporting options are limited compared to other CRMs, and customization can be tricky for complex workflows. Faster updates and a more modern UI would make it even better. **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft organizes customer data, tracks sales progress, manages follow-ups, and enhances team collaboration, improving sales efficiency. It consolidates contacts, leads, and interactions, ensuring no opportunities are missed. ### 3. Simple and efficient CRM for everyday use **Rating:** 4.0/5.0 stars **Reviewed by:** Atharv M. | Paid Media Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Claritysoft?** It’s super easy to navigate and keeps all my customer info in one place. I love how quickly I can track leads and follow-ups without getting lost in complicated menus. **What do you dislike about Claritysoft?** It lacks some deeper customization options and the reporting tools could be more flexible. Also, the UI feels a bit dated at times. **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft helps us manage leads, track customer interactions, and stay on top of follow ups. It’s reduced the chaos in our sales process and made our team more organized and efficient. ### 4. Basic CRM that helps with basic CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Flavia S. | Custom Group Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Claritysoft?** Activities reminders are helpful. Been able to click on the links for itineraries and group help too. There is not too many things I'm fond of the CRM. **What do you dislike about Claritysoft?** Clarity soft is integrated with our Order admin system. I have seen that in that integration sometimes when we submit orders, claritysoft does not capture all the data that we put in our form. Sometimes it does, which makes it inconvenient to have to contact another co worker about the missing information. There is no color system I can use with the Stage. This could be beneficial for people that has ADHD like me. Also, Claritysoft contact management is not the best in the sense that every lead is created, even if it is a repeat, creates a new contact and that creates too many duplicates. There should be a way it can detect is the same person. We need ways that the notes can add color, bold, italica and things like that. All plain notes are not the best. **What problems is Claritysoft solving and how is that benefiting you?** Where can I have my leads and keep track on what I need to answer. ### 5. CS is a solid replacement for Sales Force **Rating:** 4.0/5.0 stars **Reviewed by:** Jeffrey H. | Territory Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Claritysoft?** The interface and subcategories are much easier to move around in compared to my last job which was using salesforce. I find it very easy to accomplish my tasks and to find out where to go when something new comes down the pipeline. **What do you dislike about Claritysoft?** The only thing I dislike about clarity soft is that I am having to constantly log back in after being away from it, and then sometimes it just boots me off of the previous screen, which is not fun. **What problems is Claritysoft solving and how is that benefiting you?** I really use the calendar a lot along with the opportunities. It benefits me because I see exactly where I am and what I need to do for the day, week, and month. ### 6. Claritysoft CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Evan L. | Regional Business Manager, Southeast, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Claritysoft?** Good experience in general. Have only been using for 3 months though. It is EXTREMELY intuitive, very easy to customize. Love how you can filter results and searches without much effort at all! **What do you dislike about Claritysoft?** Nothing per say, I've used Salesforce in the past and this does seem a bit easier to use. I guess the only thing I dislike is that I wish it would pick up when Accounts or Contacts appear to be duplicates, and automatically merges them. **What problems is Claritysoft solving and how is that benefiting you?** It is solving the storing of all Accounts and Contacts in a single system that allows them to be updated with each and every contact point. ### 7. Easiest integration with US Based attentive support **Rating:** 5.0/5.0 stars **Reviewed by:** Nettie R. | Vice President of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Claritysoft?** The easiest implementation and best customer support team. It's easy to use and they keep adding valuable features. **What do you dislike about Claritysoft?** Learning reports was a little challenging for me. I've led several software implementations and struggled to do this on my own. Thankfully, our integration included some training where Susan was phenomenal in helping me set up weekly KPI reports based on our needs. **What problems is Claritysoft solving and how is that benefiting you?** Evita la duplicación, automatiza los correos electrónicos que fluyen directamente a través de MS Outlook. Programa fácilmente e incrementa las actividades. Rastrea oportunidades valiosas para ayudar con la previsión. ### 8. Feature-risk; no code CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Lee R. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Claritysoft?** The "no-code" functionality allows users to customise the solution **What do you dislike about Claritysoft?** There is some functionality you cannot customise **What problems is Claritysoft solving and how is that benefiting you?** We operate in a heavily-regulated environment and need to have a CRM that we can configure to these requirements. ### 9. Always Growing **Rating:** 4.0/5.0 stars **Reviewed by:** Kristen S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Claritysoft?** The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year. **What do you dislike about Claritysoft?** The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page. **What problems is Claritysoft solving and how is that benefiting you?** We use Claritysoft to record customer information and keep it up to date, keep records of customer interactions (meetings, mailings, emails, etc.), and track our sales. Several CRMs are tailored to meet the needs of financial advisors, but because our company serves a niche clientele (public educators), we needed a CRM that let us customize modules and data fields. Claritysoft allows us to record and organize data that other financial industry CRMs did not. ### 10. Clarity Soft review **Rating:** 4.5/5.0 stars **Reviewed by:** Laura D. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Claritysoft?** I like how it works back and forth between my email and clarity. I can utilize both systems and the communicate and transfer information well **What do you dislike about Claritysoft?** If I bring up an email, and I want to copy and paste the same information in the email to another area, I cannot do this. Also, sometimes the system is slow. I convert to a sale, I go into sale and it is not there. I refresh and sometimes even sign out and go back in and its not there. I re do the sale, and later two sales show up. **What problems is Claritysoft solving and how is that benefiting you?** CRM activities keeps me on track with call backs and follow ups. I recieve numerous leads, and I work them all. Making sure I go back and follow up was an issue, now CRM tracks them for me ### 11. Claritysoft: Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** J. Louis S. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Claritysoft?** Customizing their CRM platform unique to your business needs was much easier than expected even for a beginner. Claritysoft provides great resouce tools to learn how to use their software and reaching out for support help is excellent! Their platform is constantly being updated to meet the needs of its customers along with a very competitve price. I highly recommend you take advantage of their free trial period to see how easy it is to manuver throughout the platform and see for yourself how easy it is to customize....that closed the deal for me. **What do you dislike about Claritysoft?** It's hard to identify anything I dislike about Claritysoft. We use the software for managing the sales process. The only feature that was troublesome at first was setting task reminders and a call to tech support solved that challenge. **What problems is Claritysoft solving and how is that benefiting you?** We continually get updates about new products and services. Claritysoft listens to its customers and continues to build out a great product. Everytime I needed some help when I was a new user, tech support responded quickly! ### 12. Work In Progress **Rating:** 3.5/5.0 stars **Reviewed by:** Monique S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Claritysoft?** It's a great database, very helpful for sales, and logging/tracking leads, opportunities, etc. It's a great assest our small trucking company has acquired. Transitioning from contacts via email and phone, to NOW having a HUB, for information; I'm very excited to continue to grow and expand utilizing Claritysoft. **What do you dislike about Claritysoft?** I'd like it if the custom quote template was a little more user friendly. I think it'd be great if we were able to upload a word, pdf, or excel document, that we're already using to add to Claritysoft in order to push out quotes through the CRM. **What problems is Claritysoft solving and how is that benefiting you?** Organization and structure ### 13. Project Control **Rating:** 4.5/5.0 stars **Reviewed by:** Fred C. | Principal, Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Claritysoft?** Project management software that helps you streamline your work and deliver with consistency. A fully integrated project management CRM allows you to easily coordinate your work and activities so everyone knows what needs to get done, who’s responsible and when it’s due. With innovative CRM project management tools, you can spend less time trying to connect the dots and more time gathering useful insights, all while keeping everyone on the same page and headed in the same direction. Activate a pre-built sequence of tasks and activities based on the project type. Automatic workflows ensure that nothing falls through the cracks and that you deliver consistently every time! **What do you dislike about Claritysoft?** Understanding all the different screens and navigating to the area you are looking for initially took a bit of learning. Slight modifications to import tools. Automatic email, text, etc. plug ins. **What problems is Claritysoft solving and how is that benefiting you?** Allows me to easily coordinate my work and activities so everyone knows what needs to get done, who’s responsible and when it’s due. With innovative CRM project management tools, you can spend less time trying to connect the dots and more time gathering valuable insights while keeping everyone on the same page and headed in the same direction. ### 14. ClaritySoft Makes Businesses Move Faster **Rating:** 5.0/5.0 stars **Reviewed by:** Andy H. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Claritysoft?** Fuzzy logic for searches, user friendliness, and organization brings "clarity" to every day of work at the office. In seconds I can find everything I need to about a group r their renewal and the information asociated with group, produce report, and email it out. **What do you dislike about Claritysoft?** I am going to be completely honest, there are not many flaws. The reporting could be simplified maybe but all is well on my end with this software, and I have no complaints. **What problems is Claritysoft solving and how is that benefiting you?** ClaritySofteaily oganizes the insanes amount of data the come in every month for the insurance company I work for. We have anywhere from 50-150 new groups sign up every month and claritysoft keeps it all safe and organized. ### 15. Claritysoft is a good program **Rating:** 4.5/5.0 stars **Reviewed by:** Jean G. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Claritysoft?** what I like best about claritysoft is the emailing option for scheduling emails to be sent out in mass quantities. **What do you dislike about Claritysoft?** I can't seperate clients or leads by their marketer. **What problems is Claritysoft solving and how is that benefiting you?** Clarisoft is solving the mas email situation so that my emails dont get flagged. ### 16. Clarity works well **Rating:** 4.0/5.0 stars **Reviewed by:** justin h. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Claritysoft?** It's user friendly and not complicated. I can keep track of customers easily : ) **What do you dislike about Claritysoft?** Can't send images easily through email, some formatting glitches for ancillary functions. **What problems is Claritysoft solving and how is that benefiting you?** It heklps keep the team organized and keeps records in real time. ### 17. Great tool for our small business! **Rating:** 4.5/5.0 stars **Reviewed by:** Chastity S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2023 **What do you like best about Claritysoft?** I like that is is a very user friendly CRM to navigate. **What do you dislike about Claritysoft?** It takes some time to get helpdesk issues resolved occasionally. **What problems is Claritysoft solving and how is that benefiting you?** Helps us manage out sales pipelines. ### 18. Super Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Claritysoft?** What is most helpful about Claritysoft is it's ease of use and its integration with email that allows you to send out individualized and personalized email. The software is much easier to use than the vast majority of its competitors. **What do you dislike about Claritysoft?** What is least helpful about Claritysoft is that it does not have integration with social media platforms which would make it much easier to connect with leads and customers, and save them in the database. **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft helps me to organize all of my contacts and also allows me to send them mass personalized emails and to remind me to follow up with them and take notes and save attachments related to their account ### 19. Easy and Powerful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2021 **What do you like best about Claritysoft?** The ease of use combined with powerful functionality makes this my favorite CRM I've ever used. They also offer an excellent mobile version. Claritysoft also has a desktop version and a nice plugin for Outook which makes it really easy to send email through the CRM **What do you dislike about Claritysoft?** When I used it the email worked really well with Outlook but not as well with Gmail. They also didn't offer many integrations at the time and there was no social media component. **Recommendations to others considering Claritysoft:** If you are looking for an easy to use and easy to set up CRM that might not have all the bells and whistles but definitely gets this job done, this is the CRM for you. **What problems is Claritysoft solving and how is that benefiting you?** Easily managing my contacts, track opportunities, create quotes, and being able to easily send out mass personalized emails very easily. The biggest problem I was solving was that it helped me to keep track of my to-do's and follow up. This is great CRM software that's really easy to use and ease of use is it's strongest benefit. ### 20. Claritysoft CRM Is Intuitive, Suitable, And Finest Customer Service. **Rating:** 4.5/5.0 stars **Reviewed by:** Mizanur R. | Senior Web Application Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Claritysoft?** ClaritySoft integrates with numerous apps and creates marketing campaigns. We use it for initial contact, piqued interest, negotiation, closing, ongoing support, and lead generation emails. Its robust functionality and user-friendly interface are our go-to CRM tool. It simplifies sending emails from within the CRM application. I like its communication with other programs and drag attachments into it anywhere. Claritysoft also offers a desktop version with an Outlook plugin. Everyone on our team much appreciates Claritysoft's user-friendliness and quick technical support. **What do you dislike about Claritysoft?** Claritysoft is a great CRM solution for small businesses that are just getting started. We used it for B2B, B2G, and G2G transactions where we do not deal with clients. Reporting capabilities enable us to slice and dice data to identify key performance indicators. But the layout is disorganized, and retrieving data needs multiple steps. **Recommendations to others considering Claritysoft:** Claritysoft has the potential to take your company from lead to contract in a single step. I think it's a fantastic tool. Our team appreciates how easy it is to use, and we're pleased with our results. Useful for small and medium-sized enterprises (SMEs). Claritysoft is user-friendly and provides better support than Salesforce. **What problems is Claritysoft solving and how is that benefiting you?** ClaritySoft is incredible CRM software. It made out for contacts, identified opportunities, and generated quotes for our business. Using it, we could watch out for all our tasks and follow up. We used marketing lead generation and account management to create dashboards and custom reports. Its many features for syncing data between Gmail and Outlook included. ClaritySoft has a fantastic feature that saves emails, and we can send personalized emails in bulk. We could monitor all of our clients and contacts in one location. ### 21. Great software, great team **Rating:** 5.0/5.0 stars **Reviewed by:** Allen C. | Director Key Accounts, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2016 **What do you like best about Claritysoft?** The support we received and continue to receive from the ClaritySoft team is fabulous. The software is fairly intuitive, but very practical. We use to use Sales Force. SF was a diary (it didn't integrate with our e-mail system and had other flaws). CS is a tool which increases effectiveness and productivity **What do you dislike about Claritysoft?** Documentation is weak. It would be great if CS ran a user bulletin board where users can share ideas for improvements. **Recommendations to others considering Claritysoft:** Highly recommended if your company is a SME. Definitely purchase the Quick Start service. **What problems is Claritysoft solving and how is that benefiting you?** SF did not fit a small business model. CS understands how businesses work and provides a tool which improves customer interaction and corporate visibility into all customer interactions. ### 22. Clarity soft **Rating:** 5.0/5.0 stars **Reviewed by:** Laura D. | Sales Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Claritysoft?** I love how it communicates with other programs. I can drag attachments in from anywhere. Office, my email, **What do you dislike about Claritysoft?** I don't like how I am unable to search by different fields. I have to search from my opportunity number rather than a stock number that we use in the office. I do not like that I cannot add notes once it is converted to a sale. **Recommendations to others considering Claritysoft:** Simple to use. Great communication between programs. **What problems is Claritysoft solving and how is that benefiting you?** I am able to keep my email and desk top clean by attaching my items and emails to specific accounts. Definitely not organized which helps my productivity. I am new to the company. **Official Response from David Schade:** > Hi Laura, Thank you for your review of Clarity CRM. With regard to the issues you are having, Clarity CRM was actually designed to be a highly searchable environment. Using Advanced Search you can actually search using any field you wish, both standard and custom fields, as well as line items within Opportunities, Quotations and Sales. Click the magnifying glass dropdown near the top of the page to access Advanced Search. After completing your search you can save that search and recall it anytime you need. Our notes capability is equally as versatile. There is no restriction to adding notes to any record in the system, pre or post sale, including to the Opportunity after converting to a sale. We would love to show you how. Drop us an email at support@claritysoft.com or give us a call at 888-838-7487. Our support team is eager to help. ### 23. Great Software and Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2021 **What do you like best about Claritysoft?** The support team is the best! They respond so quickly and stay with me until issues are resolved (most of the time it's user issues). They take the time with me to help me understand and because of that I have a very solid understanding of how the software works. **What do you dislike about Claritysoft?** Some minor features that are missing such as setting recurring meetings and printing out a daily schedule. Minor. **Recommendations to others considering Claritysoft:** I highly recommend Claritysoft! It has the functionality needed to keep your clients organized, accessible and up to date and the support team is fantastic! **What problems is Claritysoft solving and how is that benefiting you?** Keeping all of our customers and contacts in one place and easy to access. Being able to save emails to an account is a huge benefit and is so ideal when having to trouble shoot. I'm just starting to venture into creating email templates and love it! ### 24. Good choice for a CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2018 **What do you like best about Claritysoft?** ClaritySoft has the capacity to integrate with a lot of apps and offers a variety of ways to build out marketing campaigns. I love how customizable the CRM is and how each users interface can be customized to what they specifically need to see. **What do you dislike about Claritysoft?** I do not directly dislike anything with ClaritySoft, except there are a few issuesin the Marketing module. I believe the marketing module is new, so I understand there are some issues they are working through with that. **Recommendations to others considering Claritysoft:** Use the training/support portal - it is very helpful as well as the support team themselves it is easy to customize great support team **What problems is Claritysoft solving and how is that benefiting you?** Marketing, lead gen, account management, bulk emailing to prospects, managing accounts and contacts, activity management, support requests, creating dashboard, and customizable reports. Import and exporting information, outlook and gmail integrations, etc. ### 25. ClaritySoft CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Rakesh P. | VP of Commercial Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2021 **What do you like best about Claritysoft?** The Implementation and Step by Step Integration provided by their Team in spot. The account manager is hands on and extremenly through and knowledgeable on the product. We like how they are walking us through the implementation and the guides are detail. **What do you dislike about Claritysoft?** There are no dislikes so far as we have just purchased the software and going through implementation. **What problems is Claritysoft solving and how is that benefiting you?** We purchased a less user friendly product called Zomentum and now are realizing all the limitations in Zo and the many improvements and features capable in ClaritySoft such as reports and customization modules that Zo did not have and were never going to design within 1 year in their roadmap. ClaritySoft is a true CRM that can compete with the likes of Salesforce. Zo is a modular pipeline CRM that does not have any marketing and email campaign management features. ### 26. Claritysoft CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Robert M. | Area Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2021 **What do you like best about Claritysoft?** Simplicity of use - it is always available. **What do you dislike about Claritysoft?** Different format then previous CRM I was using - took a little while to get used to it. **What problems is Claritysoft solving and how is that benefiting you?** It has allowed me to become way more organized with my leads/sales! ### 27. Truly Best Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2021 **What do you like best about Claritysoft?** You can actually talk to a person when you have any issues. But honestly it is so versatile, there is little you'll need to check in about. But when you have that one time - you get a real person who actually knows the system and not just an email or chat. They'll even call you back! I've used other CRM's at previous jobs that seemed simple enough but the customer service was aweful and you were basically on your own. When you need it, you really need it! I also highly respect the versatile customization. You can make this be exactly what you want it to be and track exactly the information you need with incredibly powerful, customized and automatic reports. **What do you dislike about Claritysoft?** There is very little I dislike. It can seem a bit much at first, but once you get the hang of it, Claritysoft is a powerful tool that lets you track and report on EXACTLY what information you need. **What problems is Claritysoft solving and how is that benefiting you?** It provides a place to track rather nuanced information for my business. ### 28. Intuitive, simple, amazing tech support, and developing CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Davina F. | Executive Admin., Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2021 **What do you like best about Claritysoft?** Our entire team enjoys how intuitive Claritysoft is compared to other systems. I appreciate the quick tech support! We look forward to purchasing more modules and expanding our use as our business grows. **What do you dislike about Claritysoft?** I'm not always aware of updates until after the fact. **Recommendations to others considering Claritysoft:** Compared to Salesforce, Claritysoft is intuitive, easy to set up, easy to manage and provides fantastic support. Claritysoft is definitely a successful CRM application. **What problems is Claritysoft solving and how is that benefiting you?** Problems we've solved include having one centralized location for all communications. The benefits we've realized is we can now track communications, proactively market without involving other applications, view our marketing effort results and analyze them, view all outstanding proposals/opportunities to focus schedules, we never miss a communications/outreach opportunity, we can integrate our CRM calendar with our Outlook calendar, and more! ### 29. Clarity Soft Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob P. | Director of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2021 **What do you like best about Claritysoft?** I enjoy how it flows from entering an account through the project. I also enjoy how easy it is to make sure I get my daily task completed and I can easily see what my future task are incase I am out of the office the next day or so. This system allows me to keep on top of my customers and potential customers. **What do you dislike about Claritysoft?** Some of the reports are tricky to use and to make them. Minor, as the good outweighs this **What problems is Claritysoft solving and how is that benefiting you?** This CRM is easier to use than our last, SalesForce. We can keep track and quote our customers in a more timely fashion. ### 30. ClaritySoft **Rating:** 5.0/5.0 stars **Reviewed by:** Camille D. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2021 **What do you like best about Claritysoft?** The one thing that Iike best about Claritysoft is that it is so user friendly. **What do you dislike about Claritysoft?** I haven't found anything that I dislike about Claritysoft **What problems is Claritysoft solving and how is that benefiting you?** I can have all my contracts in one place, run reports on when they are about to renew, and I can run a report on the account for the point of contact for each account as well. Claritysoft is able to do so many things that make my job easier. ### 31. Ease of use **Rating:** 4.5/5.0 stars **Reviewed by:** Dayna V. | Senior graphic designer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2021 **What do you like best about Claritysoft?** It was easy to onboard our partners. Finding and exporting the data we needed for certain projects was easy once we had the CRM setup. **What do you dislike about Claritysoft?** Just takes a while to load the data and learning a new program takes some patience. **What problems is Claritysoft solving and how is that benefiting you?** For me, mostly the ease of exporting segmented lists for marketing campaigns. ### 32. Excellent CRM for keeping track **Rating:** 4.5/5.0 stars **Reviewed by:** SHEILA B. | OFFICE MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2021 **What do you like best about Claritysoft?** Ease of use, ability to view all contacts, and information. **What do you dislike about Claritysoft?** Multicurrency would be a nice addition, we can only enter in one currency so far **What problems is Claritysoft solving and how is that benefiting you?** Better tracking of all communications and sales and contacts ### 33. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2021 **What do you like best about Claritysoft?** It's simplicity. I appreciate the fact that it isn't complicated. **What do you dislike about Claritysoft?** I wish there was a bit more flexibility with the reports. **Recommendations to others considering Claritysoft:** Claritysoft is a great tool and robust enough to take you from Lead to Contract with ease. I appreciate its basic approach and satisfied with what we are able to accomplish. **What problems is Claritysoft solving and how is that benefiting you?** We are able to successfully manage our sales funnel on a weekly basis. ### 34. Easy and fun **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Semiconductors | Enterprise (> 1000 emp.) **Reviewed Date:** October 09, 2018 **What do you like best about Claritysoft?** brings technical project and financial aspects together **What do you dislike about Claritysoft?** no direct tie to MS/Project which caused addtional delays and need to renter data **What problems is Claritysoft solving and how is that benefiting you?** project expense forecast vs. actual and planned vs actual time to be completion an actual completions dates ### 35. Clairty Review 2019 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2019 **What do you like best about Claritysoft?** I like that the projects are timed and logged on one time sheet. I also like that each project i work is put in its own bucket. We have been able to keep everything much more organized and save time with Clarity. **What do you dislike about Claritysoft?** The only think I don't like is sometimes I think I have saved my work and then I realize a couple pages into that it didn't save the previous pages then I have to go back and resave it. However I have just gotten into the habit of making sure its saved before moving on so it is something that i was able to work out myself **What problems is Claritysoft solving and how is that benefiting you?** We are able to be paid per job as a piece rate since they have time time logs and they are able to bill our hours to the buckets. It has increased production and saves much time. ### 36. Extremely versatile, easy to us product with excellent customer service and support. **Rating:** 4.0/5.0 stars **Reviewed by:** Melodee T. | Associate, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** I really enjoy Claritysoft's versatility and customization, which fits our needs as a "start-up" philanthropy. As we see changes or discover new needs, we are always able to adapt our current set up and the support team is always available to help with feasible solutions. The reporting on the live version is so easy to use, as well as the dashboards. **What do you dislike about Claritysoft?** Our specific team could really use more capability in the realm of project management or task management and priority setting. This may not be ClaritySoft's main feature, but it would be especially useful to have everything in one platform. I think ClaritySoft should do away with the desktop version, as it works a lot different than the live version--both are easy to use in their own right, but it almost feels like learning two different softwares. Lastly, our organization works with partners who sometimes change leadership or move to other organizations with which we work and the activities do not follow the contact, but rather stays with the account, which makes it a little difficult on our end to find ways around that. **Recommendations to others considering Claritysoft:** Claritysoft is definitely a good platform to start and the ability to adapt for your specific company needs is amazing. **What problems is Claritysoft solving and how is that benefiting you?** We were looking for ways to identify areas in our service area where we had not yet had significant communication, presentations, or programming. The reporting and dashboard features were an excellent way for us to better understand our client-base and where we can gain more traction. We've also realized the many features that we've missed out on by not initially learning and using the live version. ### 37. Claritysoft is Great for Account Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Caitlin A. | Marketing Communications Manager , Defense & Space, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2018 **What do you like best about Claritysoft?** Claritysoft has become an indispensable tool for my company to track both sales and business development projects. It's great having the ability to customize the modules, rename and create headers, and to cross-reference and filter by any category. The program is user friendly, allowing one to move seamlessly through the modules and have the confidence of not missing any details of a particular account. It keeps accounts organized and helps the user efficiently find and track any information needed. Plus, in the six months we've been using the program, Claritysoft has continued to make improvements and add features. The Leads module has been a great tool after tradeshows: no more thumbing through a stack of business cards to find a lead. Most importantly, though, is the exceptional customer service. Emails are answered right away, webinars are always available and one on one meetings with a Claritysoft expert keep us up-to-date on all the tools available. **What do you dislike about Claritysoft?** No strong dislikes, but we have yet to take advantage of all of the offerings in the program. **What problems is Claritysoft solving and how is that benefiting you?** As stated above. Our accounts and leads are organized and accessible. ### 38. Clarity Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Fund-Raising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2019 **What do you like best about Claritysoft?** That all the information was put in the same place where anyone within the company can access it easily **What do you dislike about Claritysoft?** The layout is not set up very well and that there are many steps involved in pulling necessary data. **What problems is Claritysoft solving and how is that benefiting you?** Ability to keep track of hours billed when mistakes are made it is very easy to make corrections which has saved time on fixing errors. ### 39. Really useful tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** January 22, 2019 **What do you like best about Claritysoft?** I like that each project I work on is put into a bucket. Its really useful to be able to log time to different projects on one time sheet. I also like the notifications that it sends you if you miss submitting your Timesheet. That helps management as well as employees get what they need turned in on time! It helps the project managers too. It keeps them very orgnaized. **What do you dislike about Claritysoft?** If you get locked out on a Friday then you won't really get support until Monday. That is what I have experienced at least. Also I'm not really a fan of the organization overall. It is a little confusing to navigate at first. Once you get used to it though it is worth it. **Recommendations to others considering Claritysoft:** Go for it! **What problems is Claritysoft solving and how is that benefiting you?** We are keeping everyone's projects in one place. This really helps the project managers out a lot. ### 40. Clarity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2019 **What do you like best about Claritysoft?** What I like best about clarity is the easy of use and the 1-shop all concept of the tool. I like that you have the project plan, risk/issues/decisions, resource management, financials, and timesheet management - all in one place. Anyone can learn to use this tool. **What do you dislike about Claritysoft?** I don't dislike anything about this tool. **What problems is Claritysoft solving and how is that benefiting you?** The problems that you are solving with Clarity is that it reduces the quantity of other applications that need to be use. The benefits realized is that the overall cost goes downs and we only need 1 tool vs. multiple. ### 41. ClaritySoft is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 12, 2018 **What do you like best about Claritysoft?** We've been using ClaritySoft for several years now, and it's great. It's very easy to use, and you can customize everything, so it's set up exactly the way we need it. I also like the automated reports that are sent to my email, so I can see how my sales team is doing. **What do you dislike about Claritysoft?** The downside of the ability to fully customize is that you have to fully customize it! Meaning it took awhile to get everything set up in the beginning. But now that set-up is done, it takes virtually no time/effort to maintain and manage it. **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft enables our sales team to easily keep track of their leads/opportunities, follow up with them regularly, and report on progress/success. It also allows our marketing team to communicate/engage with cold leads. ### 42. It is a good tool to maintain communication **Rating:** 2.5/5.0 stars **Reviewed by:** veronica s. | is a good tool for managing new business projects., Enterprise (> 1000 emp.) **Reviewed Date:** May 27, 2019 **What do you like best about Claritysoft?** It is an easy to use and very practical tool. Its configuration is easy and practical to manage to improve relationships on the process and sales management. **What do you dislike about Claritysoft?** I think that it lacks many functions to handle in a more useful way this process of relationships and remains pgado for some moments **What problems is Claritysoft solving and how is that benefiting you?** is a dynamic and practical tool to improve and simplify the sales process ### 43. Great so far! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2019 **What do you like best about Claritysoft?** ClaritySoft is so easy to use and the onboarding was a breeze! The support team has been amazing and they have been very punctual with answering questions or solving issues! **What do you dislike about Claritysoft?** Right now we are waiting on the QuickBooks integration, so hopefully, that will be ready for us soon! **What problems is Claritysoft solving and how is that benefiting you?** ClaritySoft is helping us streamline our services to better support our clients. It keeps us on track and is easy to customize to fit the needs of our business! ### 44. A pleasure to work with ClaritySoft! **Rating:** 5.0/5.0 stars **Reviewed by:** Madison B. | Office Manager, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2018 **What do you like best about Claritysoft?** It's hard to pinpoint one thing I like the best about ClaritySoft. Their staff is very knowledgeable and always quick to respond. The email tracking and marketing functions within the CRM are fantastic. The automation for emails has increased efficiency. **What do you dislike about Claritysoft?** There really isn't anything that I dislike about the CRM. The implementation process was fairly simple and straightforward and it only took a few hour-long sessions to get the majority of the CRM set up to uniquely fit my company. **What problems is Claritysoft solving and how is that benefiting you?** ClaritySoft helps my company track leads in an easy, convenient manner which has increased productivity within the office. My company has used ClaritySoft to help get the right opportunities in front of the right people which has increased lead activity over the past few months. ### 45. Claritysoft is a user friendly easy to navigate CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Darlene S. | Business Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2019 **What do you like best about Claritysoft?** It is intuitive and easy to navigate. The customization works great and again is simple. The support and timeliness of responses has been awesome and I've only done a couple of trainings (webinars) but they are very helpful! **What do you dislike about Claritysoft?** A couple features that make it a bit clunky but as a new user I'm still figuring things out. There seems to be a lot of re-entry that needs to be done between modules and it would be really nice to be able to clone accounts. The search feature is slow if you don't hit enter. **Recommendations to others considering Claritysoft:** I would highly recommend based on my experience so far. **What problems is Claritysoft solving and how is that benefiting you?** Keeping track of customers, all information and tasks! It's helping us get and stay organized and follow up! ### 46. I'm a sales guy. Claritysoft is BY FAR the easiest and best CRM I have ever used. Try the mobile! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2018 **What do you like best about Claritysoft?** Super easy, no screen clutter, almost no learning curve. Claritysoft allows you to enter critical data as quickly and painlessly as possible and then make that data actionable by, say, sending an email blast to set your calendar for the week. Don't believe the hype: this is the best CRM on the market! **What do you dislike about Claritysoft?** It would be great if they had a social media function, but I hear this is coming. It would also be really cool if they had integrations with more applications like Quickbooks, but they do have an API and will work with you to do things like capture leads through your website and import them into the CRM. **Recommendations to others considering Claritysoft:** Customer Support is second to none. A human being answers the phone and they almost always know you by name. If what you need is a CRM that will actually do what you want and need it to do, quickly and easily, without all the unnecessary (expensive!) bells and whistles, Claritysoft is for you. Plus the price is super reasonable. **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft is helping me to stay much more organized and it is really helping me to follow up more consistently. The reminders are super easy to set and now I can't live without them. I can deliver a price quote with ease, I can send out email blasts with like three clicks, and I can track my pipeline with a touch of a button. Most CRM's are super clunky. This one isn't and that helps me solve problems MUCH faster. ### 47. CRM and Project Management tool **Rating:** 3.5/5.0 stars **Reviewed by:** Kori M. | Project Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** I like the customized fields and the ability to edit, add, change and remove fields as our work changes. I like the newly integrated projects module the best. **What do you dislike about Claritysoft?** Sometimes it takes a while to load. Also, we have not been kept informed about changes in claritysoft so we had been using an old project for a few months when there was a better version out there. **Recommendations to others considering Claritysoft:** Account managers keep an eye on updates that may benefit customers and reach out to let them know of those developments. **What problems is Claritysoft solving and how is that benefiting you?** We now keep all of our project information in one system rather than multiple excel spreadsheets. It's easier to navigate, track and record projects this way. ### 48. Claritysoft Keeps Me Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Robert D. | Physician Liaison, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** October 31, 2018 **What do you like best about Claritysoft?** What I like best is how I can search for completed activities by a subject keyword search. I am quickly able to pull up those activities to see what I accomplished previously for a contact. I also like the Outlook add on where I can quickly upload important emails I send or receive and link them to a contact in Claritysoft right from my email. **What do you dislike about Claritysoft?** One thing I dislike is how there is not an option to complete an activity while I am in the activity for the first time. You have to save the activity first and then go back and complete it. **Recommendations to others considering Claritysoft:** Easiest way to stay organized. Claritysoft is much better then trying to keep up with countless spreadsheets and the like. **What problems is Claritysoft solving and how is that benefiting you?** There is no question about the work I did for a contact. Clarity soft helps me stay organized and I like being able look up the work I have completed for all of my contacts. ### 49. A pretty useful tool. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** January 11, 2019 **What do you like best about Claritysoft?** I like that all the projects that I am working on are in buckets and easy for me to log my time. It is an easy tool to use and comprehend. The project managers I work with like it a lot as well for reporting and tracking. I am not up to date on all those tools but I know they do like it to plan project budgets! I also like the reminders it sends me when I need to put in my time. **What do you dislike about Claritysoft?** There is not much I dislike about the tool. Like I said it is really easy to use. The one thing that is kind of a pain is if you have multiple pages of projects you that you need to add your time to you have to check the boxes then click add then go back and check the boxes on the next page. I sometimes check my boxes on page one and then just go to page two and click add but it doesn't save what I had checked on page one. **Recommendations to others considering Claritysoft:** I think most buisnesses use this tool so I would say go for it. **What problems is Claritysoft solving and how is that benefiting you?** We are able to bill our hours to the correct project or bucket quickly. This gives the project managers an easier time when it comes to their job. ### 50. Custom Platform for Medical Facility **Rating:** 4.5/5.0 stars **Reviewed by:** Katie G. | National Director of Client Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2018 **What do you like best about Claritysoft?** Custom functionality and GREAT customer support **What do you dislike about Claritysoft?** I honestly cannot think of any dislikes for this platform **Recommendations to others considering Claritysoft:** I performed research on the top 40 platforms of 2017. Claritysoft was the only platform that allowed for customization in function, display, and reporting. On top of this, it was also the most affordable. **What problems is Claritysoft solving and how is that benefiting you?** Our medical facility is very unique in the fact that we do not accept new patients, but are referral only. Our clients identify the patients/members that they would like for us to obtain. Previously we were tracking these encounters manually, via xls, which presented instability in the accuracy of our reports. With Claritysoft, we are able to import data, and export accurate reports to provide to our clients. Claritysoft worked with us to create a custom platform that allows us to fulfill our contractual obligations to report these statistics to our clients in an affordable manner. ## Claritysoft Discussions - [What if I have users that don’t access CRM very often? Can I add read-only users?](https://www.g2.com/discussions/limited-licence) - 1 comment, 1 upvote - [Does Claritysoft integrate with Office 365?](https://www.g2.com/discussions/integration-2363b3db-bed9-4d31-b8be-ea4c3611be47) - 1 comment, 1 upvote - [What can I expect in terms of customer service?](https://www.g2.com/discussions/customer-service-aaa8638f-c8b6-47f9-a850-0ce60a57ca3e) - 2 comments, 1 upvote - [Does Claritysoft offer integration for online lead sources such as Hoovers.com, etc.?](https://www.g2.com/discussions/integration-ca7f515a-a4dc-4200-8c99-6db9a4826f32) - 1 comment, 1 upvote - [Does Claritysoft integrate with Enterprise Resource Planning (ERP) systems?](https://www.g2.com/discussions/erp-7c9c58d6-8b43-4fb6-aa23-a5e92719ec8d) - 1 comment, 1 upvote - [View Claritysoft pricing details and edition comparison](https://www.g2.com/products/claritysoft/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-29+21%3A34%3A18+-0500&secure%5Bsession_id%5D=1eb0cf32-a2c4-4621-8deb-b0e427b50a90&secure%5Btoken%5D=f3db53901211cad330e5d51f674224f46cc45d087a9b0b4a0f7f1a3d1ae62ac7&format=llm_user) ## Claritysoft Integrations - [Translate Me](https://www.g2.com/products/translate-me/reviews) ## Claritysoft Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Claritysoft Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,647 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,827 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,246 reviews)