Claritysoft Reviews & Product Details

The biggest win for our graphic‑design studio is how flexible its lead and project record system is, and we can adjust everything without calling on external IT resources. While delivering our regional beverage‑brand identity project, I was able to add custom fields directly inside each client record to log revision rounds, creative brief versions, and notes for our freelance illustrators. Our account coordinators and designers can open a client profile and immediately understand where we stand on feedback cycles, instead of scrolling through pages‑long email threads. Bringing all prospect conversations and project‑progress notes into one centralized CRM drastically cuts down time wasted hunting for scattered information across emails and spreadsheets. It keeps our whole team aligned on client priorities with minimal training overhead. Review collected by and hosted on G2.com.

Where Claritysoft falls flat is its lack of purpose‑built tooling for creative agency operations. There are zero pre‑loaded templates for brand‑identity or graphic‑design client projects. For that beverage‑brand engagement, I had to manually build every custom field for revision tracking, brief metadata and deliverable checkpoints completely on my own. Its built‑in reporting is purely sales‑oriented; it cannot generate clean, share‑ready project‑status wrap‑ups we send to brand stakeholders. Bulk editing multiple open‑client records is also slow and clunky. Since our studio has no IT team, all this manual configuration work takes away hours we should spend on actual client graphic‑design deliverables. On top of that, there are no native integrations with Figma or Slack, meaning every link and alert needs manual setup. Review collected by and hosted on G2.com.

Easy to use, great support, and clear data! Review collected by and hosted on G2.com.

It can be clunky and hard to customize.. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It lacks some deeper customization options and the reporting tools could be more flexible. Also, the UI feels a bit dated at times. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The easiest implementation and best customer support team. It's easy to use and they keep adding valuable features. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The "no-code" functionality allows users to customise the solution Review collected by and hosted on G2.com.

There is some functionality you cannot customise Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page. Review collected by and hosted on G2.com.