--- title: Claritysoft Reviews meta_title: 'Claritysoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 107 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: 107 scale: '5' date_modified: '2026-07-17' 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:** 107 ## 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 value the **ease of use** of Claritysoft, enabling quick access to organized customer information and sales tracking. (2 reviews) - Users appreciate the **easy tracking** capabilities of Claritysoft, which streamline lead management and enhance productivity. (2 reviews) - Users appreciate the **organized lead management** in Claritysoft, allowing easy tracking and effective automation of sales processes. (2 reviews) - Users appreciate the **automation features** of Claritysoft, like task reminders that ensure nothing slips through the cracks. (1 reviews) - Users value the **easy customization** of Claritysoft, allowing tailored dashboards to focus on essential metrics effortlessly. (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 note **feature issues** in Claritysoft, particularly regarding limited customization and a dated interface affecting usability. (2 reviews) - Users find **limited customization** options in Claritysoft hinder their ability to tailor workflows effectively. (2 reviews) - Users find the **UI dated** and desire more customization and flexible reporting tools for a better experience. (1 reviews) - Users find the **slow loading** of Claritysoft's interface affects navigation and overall user experience. (1 reviews) ## Claritysoft Reviews ### 1. 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. ### 2. Claritysoft competes our mission with out a massive learning curve. **Rating:** 5.0/5.0 stars **Reviewed by:** Will M. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2018 **What do you like best about Claritysoft?** I like the simplicity and flow of the CRM along with the amazing customer service. **What do you dislike about Claritysoft?** My needs have focused more on the custom module sections, I would like to see more options put into place that would make the custom modules as successful as the rest of the CRM. With that said, progress is in the works and in time I believe this will be resolved. **Recommendations to others considering Claritysoft:** This lower cost solution is very simple to go live with and is a great option to some of the larger CRM. **What problems is Claritysoft solving and how is that benefiting you?** Collaboration with Sales and Marketing. All in one Marketing solutions for mass emailing. ### 3. great tool for lead followup **Rating:** 5.0/5.0 stars **Reviewed by:** Susan H. | Office Manager, Building Materials, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2018 **What do you like best about Claritysoft?** ability to search on various fields and reporting **What do you dislike about Claritysoft?** import tool isn't working right now. But previously I had no issues with imports. **Recommendations to others considering Claritysoft:** Linda, our implementation specialist, was wonderful. She is very knowledgeable and helped set up our structure so it works well for us. I have not spoken to her for a few months but she responded quickly when I had a question. **What problems is Claritysoft solving and how is that benefiting you?** More followup on tasks and open leads. Able to assign and send tasks to lead owner and set up reminders ### 4. Great CRM and Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** ★Tom Fulmer D. | Vice President of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** Has all the functionality we were looking for and they were great at customizing the system to meet our specific needs which were many! **What do you dislike about Claritysoft?** nothing so far. is so much better than other CRMs we have tried or evaluated. **Recommendations to others considering Claritysoft:** Definitely check it out. We evaluated many other CRMs before coming across Claritysoft almost by accident. So glad we did as it provided tools and implementation support the others did not. **What problems is Claritysoft solving and how is that benefiting you?** organization of data, and automating workflows and our marketing flows. ### 5. Excellent from the very first demo and still delivering strong! **Rating:** 5.0/5.0 stars **Reviewed by:** Edward G. | Sales Engineer, Airlines/Aviation, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2018 **What do you like best about Claritysoft?** Customer support! You can have the best product in the world but if customer support is poor, then you might as well throw your money away. They consistently performed strongly during the demo and sales stage and have continued to do so post sale. I had one very small issue, fixed over night. The next morning, an email and a phone call to let me know it was rectified and was I happy with the result! I was very impressed. Not only that, Claritysoft is very intuitive and easy to use. It's easy to navigate and even a first time CRM user such as myself has no problem using 100% of its functionality. **What do you dislike about Claritysoft?** We're still in the customization phase of adopting Claritysoft so there's lots of logging out and logging back in but that will taper off in the coming weeks as we get it just the way we want it for our business. However, I don't see that as a serious drawback and everything else about the product makes this a non issue. **Recommendations to others considering Claritysoft:** Go for it!! No product is absolutely perfect but Claritsoft brings a broad bandwidth of capabilities all in one package rather than having to pay for expensive add ons or using other software outside of CRM. They're open to suggestions and customer support is fantastic. **What problems is Claritysoft solving and how is that benefiting you?** We had a lot of people doing a lot of different things with the customer and there was no real connection between everyone, a lot of silos. Claritysoft has brought visibility to all customer interface, has us on the same page, and has driven work flow, process, and standardization into our customer activities so we can build consistent, predictable, and above average customer experiences to our clients. We can now review activities as a team, assign tasks, and track it all with a few clicks... ### 6. Claritysoft Review **Rating:** 4.0/5.0 stars **Reviewed by:** Dwayne T. | Regional Sales Director - PA/NJ/DE/MD/WV/VA/NC/SC & DC, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** The ease of use...it is so easy to use. You can find your informaiton when you need it. **What do you dislike about Claritysoft?** I found the training to be hard to find...need an online training manual that has hyperlinks so you can click and go to what you want. **What problems is Claritysoft solving and how is that benefiting you?** Keep data and making it visible to all that need to see it...collaborating on accounts, etc. ### 7. Very happy with Claritysoft! **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron H. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** Claritysoft is powerful and very easy to use. It is easy to pick up and go. **What do you dislike about Claritysoft?** Really I have nothing that I would note as negative right now! **What problems is Claritysoft solving and how is that benefiting you?** We send batch e-mails to 300+ people at a time. We can see when people opened our e-mail to target our sales process. ### 8. ClaritySoft **Rating:** 5.0/5.0 stars **Reviewed by:** Lori L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2018 **What do you like best about Claritysoft?** So much to like with this product. The phone app. Ease of use. The help line when you get stuck. The quotes and the fact that the email is integrated with Microsoft Word. Also, the fact that you can see how much each Sales person has sold. It helps me follow up with my customers. It also helps me see the history of interactions with each of my customers and how they have reacted to things in the past. I can also do my email blasting which is really nice and find out which of my customers have new decision makers because the emails get returned if you have the wrong decision maker. It is really important to have a good CRM and this one is the best I have ever seen. My new coworker caught on to it super quickly and is already up and running with his list of customers and I did not have to help him at all because the help line provided that service. Even when I get stuck, they are there. **What do you dislike about Claritysoft?** The help line says I have to watch the videos when I have a question on how to do things and I don't have time to comb through videos. **Recommendations to others considering Claritysoft:** It's a great product. Leave yourself time to get used to it. **What problems is Claritysoft solving and how is that benefiting you?** OMG tons. Follow up is so much easier. Phone app helps me check customers while at trade shows. **Official Response from David Schade:** > Hello Lori, Thank you for your wonderful review of Claritysoft CRM. We are delighted to hear of your positive experience with our solution. Regarding your experience with our help line; although we do have many video tutorials to help you make the most of our CRM, they are only considered a supplemental resource. You are never required to rely on them as your primary source for resolving issues. Our support team is outstanding, and eager to provide you with live, 100% U.S. based help and support. The support line is open 8 am to 6 pm EST. We also provide 24/7 email support. ### 9. Very easy and conveinent to use. Makes keeping up with customers and patential customers super easy! **Rating:** 4.5/5.0 stars **Reviewed by:** Reagan R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2018 **What do you like best about Claritysoft?** I like how you can sync your emails from Outlook into claritysoft. This is so convenient and super fast. Claritysoft will put all your emails into each individual account to which the email belongs. **What do you dislike about Claritysoft?** I do not care for the offline version of claritysoft. I understand that it is great because you do not need internet connection to use, but I am just so used to the online layout of the live version. **Recommendations to others considering Claritysoft:** I would say that this is a very easy and efficient software. If you have employees that are not "technology literate," this is the perfect software to use. It is super easy to figure out. **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft allows you to keep all of your contacts and customers organized. ### 10. Sales organization **Rating:** 4.0/5.0 stars **Reviewed by:** Wayne M. | Account Executive, Business Supplies and Equipment, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** The Clarity team customer service and assistance in training is second to none. If I needed any help, they were always there. The weekly webinars are also very informative and easy to follow. And you can always catch a YouTube video for help. **What do you dislike about Claritysoft?** There are a few kinks in the software that I have had to work through. But overall, the product is great! **Recommendations to others considering Claritysoft:** This product is an efficient, non-laborious CRM that is reasonably priced. **What problems is Claritysoft solving and how is that benefiting you?** Sales cycle process and workflow has been awesome. ### 11. ClaritySoft CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Angela D. | Marketing, Communications, and Public Relations Executive, Management Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** The ability to easily customize your fields within the CRM **What do you dislike about Claritysoft?** The build out -- it takes time to customize your fields/views/build reports **Recommendations to others considering Claritysoft:** If you need the ability to fully customize your CRM, this is the product for you. **What problems is Claritysoft solving and how is that benefiting you?** Analytics, marketing, communications, business development, automation ### 12. Coming on board **Rating:** 5.0/5.0 stars **Reviewed by:** Tammy K. | Director of Marketing and Client Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** We've received hands on help getting started. **What do you dislike about Claritysoft?** So far nothing other than I wish we had found this years ago. **What problems is Claritysoft solving and how is that benefiting you?** We haven't had a CRM before. We're excited to see how much this helps us! ### 13. Finally a sales tool I can use! **Rating:** 5.0/5.0 stars **Reviewed by:** Chad K. | Western Regional Sales Manager, Machinery, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** Very intuitive and the opportunity reminders are priceless. The ability to sync with Outlook is awesome. In the past I kept emails for months in separate files within Outlook. Now I sync with Clarity and it creates an activity and updates all customer opportunities. **What do you dislike about Claritysoft?** Haven't found anything I don't like about Clarity Soft. **Recommendations to others considering Claritysoft:** Quit wasting time and get this. **What problems is Claritysoft solving and how is that benefiting you?** Customer contact updates and business opportunity alerts. ### 14. We have been using Claritysoft for more than seven years **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** The flexibility and ease to create reports. Sorting is very easy. The learning curve for new employees is very short. **What do you dislike about Claritysoft?** Wish I could highlight lines in the opportunity section **Recommendations to others considering Claritysoft:** Easy to use and the pricing is fair. **What problems is Claritysoft solving and how is that benefiting you?** Use as our CRM. Great tool for status and additional follow up ### 15. Very easy to use and the support team is very knowledgeable **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2018 **What do you like best about Claritysoft?** We really like that is very intuitive and the different screens are laid out well. **What do you dislike about Claritysoft?** Sometimes it runs slow on our internet service **What problems is Claritysoft solving and how is that benefiting you?** We track sales e-mail, calls & meeting in Claritysoft and really like that it tracks in right into system ### 16. I was very disappointed with Claritysoft, but now I am satisfied. Great Company!! **Rating:** 2.5/5.0 stars **Reviewed by:** Doug D. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2018 **What do you like best about Claritysoft?** UPDATE: ClaritySOFT has contacted me, refunded the purchase price and apologized. I can not ask for any more than that. I would recommend this product. **What do you dislike about Claritysoft?** All settled now. Sync feature was more involved than explained in the beginning. **Recommendations to others considering Claritysoft:** Check out features first. **What problems is Claritysoft solving and how is that benefiting you?** None **Official Response from Steve Schade:** > Doug, As the CEO of Claritysoft, I was very upset when I heard about your experience. This is not how we do business. I'm sincerely very sorry that you've had to go through this frustrating process. This is the first I'm hearing about your experience, and I will rectify it immediately. Please accept my deepest apology. You will absolutely be receiving a 100 % refund and a sincere apology from, not only myself, but the entire Claritysoft team. The customer experience is more the than just customer service to us. We want to treat our customers the way we want to be treated. This is something I insist on. It's also a fundamental principal Claritysoft team members enthusiastically embrace. But, clearly, in this case that didn't happen. Rest assured I will be addressing this further with my team. Claritysoft is a premium quality CRM. I've worked hard to develop it, and I'm extremely proud of it. But we won't meet the needs of everyone. No CRM would. We work to properly qualify all potential Claritysoft customers before moving forward with them. In your case the qualification process was compromised and your needs were not met. Again, my sincerest apology. Steve Schade CEO | Claritysoft CRM ### 17. Living in my CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jill C. | President and Founder, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Claritysoft?** I don't keep paper filesv at all. Love linking emails and all my activities. **What do you dislike about Claritysoft?** Challenges getting ClaritySoft Calendar to link with my Google Calendar to enable scheduling software to work **What problems is Claritysoft solving and how is that benefiting you?** Assigning task. Tracking contacts. ### 18. Good Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Gayle D. | Client Service Associate, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2018 **What do you like best about Claritysoft?** Scheduled reports, helps us keep track of weekly activity **What do you dislike about Claritysoft?** Having to manually change dates for scheduled reports. **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft helps us create transparency and stay organized with current and potential customers. ### 19. My Tech: Dave was extremely helpful!! **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle V. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2018 **What do you like best about Claritysoft?** I called in for support and Dave stayed on the line with me and clearly explained (patiently) how to do what I needed to do. Very easy to understand and friendly. **What do you dislike about Claritysoft?** There was nothing that I disliked. Thank you. **What problems is Claritysoft solving and how is that benefiting you?** CS is where we house critical info and it is easy to access. The staff is always right there to answer any questions. The software is modern, easy to use and captures a ton of info. ### 20. Great customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2018 **What do you like best about Claritysoft?** Many reporting opportunities within Claritysoft **What do you dislike about Claritysoft?** Would like to see better microsoft email integration. **What problems is Claritysoft solving and how is that benefiting you?** Did have some sync issues earlier in the year. Seem to be resolved. ### 21. Live this go to software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2018 **What do you like best about Claritysoft?** I like that it's all encompassing. It contains project information, budget, schedule. **What do you dislike about Claritysoft?** No dislikes about clarity. I believe all companies should use this software **What problems is Claritysoft solving and how is that benefiting you?** You are solving many problems by have a software that handles all aspects of project Management. ### 22. Not the best but definitely not the worst **Rating:** 3.0/5.0 stars **Reviewed by:** Erin S. | Manager of Client Services, Medical Practice, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2018 **What do you like best about Claritysoft?** Visually very easy and customer support was always very helpful **What do you dislike about Claritysoft?** The different sections ( modules) do not talk to one another so you have to double enter information **Recommendations to others considering Claritysoft:** If you need a very basic CRM functions this will work for you. Pulling custom reports is tricky but customer service is very helpful. **What problems is Claritysoft solving and how is that benefiting you?** Able to keep track of clients and send reminders to the brokers for taks **Official Response from David Schade:** > Hi Erin. Thank you for submitting your review of Claritysoft CRM. Please allow us to help you resolve the issue you may be having. Claritysoft is actually specifically designed to reduce or eliminate redundant data entry requirements. Information entered in one module should appear in corresponding fields in other modules as well. At Claritysoft we are focused on the user experience and committed to delivering a CRM solution that is simple to navigate and easy to use. We are eager to understand the issue you are having and assist you in resolving it. Please reach out to one of our support specialists at your convenience. ### 23. Best CRM Available! **Rating:** 5.0/5.0 stars **Reviewed by:** Marie W. | Group Sales & Services Coordinator, Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2018 **What do you like best about Claritysoft?** User friendly customized reports r great **What do you dislike about Claritysoft?** Not a thing! Great system for all needs **Recommendations to others considering Claritysoft:** Love the ease of use and ability to customize reports. Staff is brilliant and always available. Being able to work in the Cloud simplifies & eases my day. **What problems is Claritysoft solving and how is that benefiting you?** Organizing sales goals; easy weekly & monthly reports; I use the system for EVERYTHING! ### 24. Really good CRM tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2018 **What do you like best about Claritysoft?** I like the Last Touch feature in the Live version so you can see when you last contacted the customer. I also really like their customer service. They are great to work with and always answer the first time! **What do you dislike about Claritysoft?** The ability to modify quote templates in the Live version.It is very difficult to make them look like you want. **What problems is Claritysoft solving and how is that benefiting you?** Easy to follow up with prospects/customers. You an set follow up activities which go on your calendar to remind you of activities you need to complete.It has helped increase sales for our organization. ### 25. CS review comments **Rating:** 4.0/5.0 stars **Reviewed by:** Roger R. | VP Sales and Business Development, Building Materials, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2017 **What do you like best about Claritysoft?** We needed something very customizable due to the belief that consultative methods are key to understanding any influencer at any level, inside or outside the account opportunity, and this was key to finding the best CRM. **What do you dislike about Claritysoft?** The fact that NO crm provider, including CS understands the difference between customer relation building in consultative methods, vs traditional pipeline sales. Relating in CS isn't true 'relationship building' it is a simple technical title for tying two accounts or contacts together. BIG difference, and CS only understands 50% of this. But, of the CRM providers we interviewed, CS was the farthest along. **Recommendations to others considering Claritysoft:** Believe it will work for any company using traditional CRM pipeline methods, and still is very customizable. Jury is still out on the marketing module, but looks promising. Cost adds up however when adding in all the modules. **What problems is Claritysoft solving and how is that benefiting you?** For traditional sales a marketing touches, and pipeline methods, CS works good, but so do all the rest. We wanted to prove a customizable CRM could answer the 'relationship business development' could be tracked, planned and evaluated through a consultative process. CS came the closest to this, but still lacking. ### 26. The pro's of Clarity **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2018 **What do you like best about Claritysoft?** Managing time & resources allotted per project. **What do you dislike about Claritysoft?** The overall housing platform? It could be packaged better. **What problems is Claritysoft solving and how is that benefiting you?** Clarity helps with keeping track of hours, you can go to one area and pull reports. ### 27. Annette form SambaSafety **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2018 **What do you like best about Claritysoft?** I found that Claritysoft is very user friendly. Creating a custom module was much easier than I thought it would be. Working with Frank, Susan, Joel and Tim was a pleasure. **What do you dislike about Claritysoft?** I've had some issues with email but the support staff has been helpful. **What problems is Claritysoft solving and how is that benefiting you?** Working in Compliance it is very important that we track all dispute and audits per FCRA regulations. With Claritysoft this task has become much easier to manage. ### 28. Claritysoft **Rating:** 4.5/5.0 stars **Reviewed by:** Mark C. | Regional Director, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** Claritysoft offers a live and offline experience. The live version is the push for the future, so as you would think it has more powerful options than offline. It is very easy to use and has a very robust lineup. The ability to manage your relationships is on the high end of the scale and the ability to use email campaigns with analytics is also on the high end. **What do you dislike about Claritysoft?** At this time, there are still a few quirks that they are working hard to fix with the email campaign process. **What problems is Claritysoft solving and how is that benefiting you?** It is almost impossible in today's business world to reach each other by phone or face to face. Today, more than ever before, there are so many request for our time which can interfere with our ability to focus on our core business responsibilities. The ability to reach and share important information with clients and perspective clients on their time table is invaluable and Claritysoft gives you this opportunity. ### 29. Claritysoft allows me to easily access vital i formation about accounts in one place. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2018 **What do you like best about Claritysoft?** I like that I am able to navigate through the software to find contacts, paperwork, activities, etc for all relevant accounts. **What do you dislike about Claritysoft?** I dislike that this software often glitches, slowing down my productivity. **What problems is Claritysoft solving and how is that benefiting you?** I am able to easily find information about clients, making it easier to contact them. I am also able to track my activity. ### 30. Claritysoft did what they said it would, and has CARING, REAL HUMAN BEINGS who actually help! **Rating:** 5.0/5.0 stars **Reviewed by:** Keith K. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** My rep assured me that the Claritysoft team would actually offer real-live, human support. H was right, and I know that I made the right choice. **What do you dislike about Claritysoft?** Learning any new app can be a challenge; especially one as powerful as Claritysoft CRM. **Recommendations to others considering Claritysoft:** Sign up for the tutorials, and feel free to call or email support. If they're not right there, they'll get right back to you, and make your concern feel like a legitimate concern, even though they've probably heard it 1000 times. **What problems is Claritysoft solving and how is that benefiting you?** Improved and easier, account tracking, staying on top of sales activities, and reporting. ### 31. Clarity Soft Review **Rating:** 4.0/5.0 stars **Reviewed by:** Amy E. | Territory Sales Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** The ease to move around the system. Now that we are connected to the live version. I am able to pull up or put in customer information while on the road working. That is key to me. **What do you dislike about Claritysoft?** I haven't really found anything that I dislike about the system. **What problems is Claritysoft solving and how is that benefiting you?** The capability to be able to pull up customer information to keep me informed on customer interaction. With the live version I am able to to link into my customer information to help me perform my job better. ### 32. Great Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** September 21, 2017 **What do you like best about Claritysoft?** They consistently update their product. The user interface for the web version is easy to use. The outlook integration is key. **What do you dislike about Claritysoft?** I have to manually push a button in outlook for an email to be recorded. It would be nice if this was automated somehow. Also, my outlook often crashes from this integration. It is very difficult to troubleshoot because it happens at random times. **Recommendations to others considering Claritysoft:** Give it a shot. They came to our business location and presented in front of our team. Very professional **What problems is Claritysoft solving and how is that benefiting you?** This provides a central database for our sales and account managers. ### 33. A quick easy interactive and efficient CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Projjwal M. | Assistant system engineer and trainee, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Claritysoft?** 1. Simple 2. Usability 3. Powerfull 4. Intuitive 5. TAT and Response **What do you dislike about Claritysoft?** Nothing to dislike as such. Very minor bugs resolved reasonably fast. Avg. TAT (24 hours) **Recommendations to others considering Claritysoft:** No advertisements, just try to know it. **What problems is Claritysoft solving and how is that benefiting you?** 1. Ticket Resolution and Support 2. Customer Management 3. Invoicing and small accounting 4. Business Workflow Automation 5. Lead Management and Customer Engagement 6. Small Inventory and product management 7. Customization on any business models and objects ### 34. Customizable **Rating:** 4.5/5.0 stars **Reviewed by:** Kim J. | Customer Service & Marketing Manager, Mining & Metals, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** ClaritySoft is so customizable that it works well for our unique industry and process. **What do you dislike about Claritysoft?** No major complaints. We need to get salespeople to be more consistent using Claritysoft, but that isn't an issue with the system. **Recommendations to others considering Claritysoft:** Use the Claritysoft resources available - they are extremely helpful! **What problems is Claritysoft solving and how is that benefiting you?** Claritysoft helps keep our sales process flowing and stores important customer and prospect data. ### 35. Happy first-time CRM user **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2017 **What do you like best about Claritysoft?** We are able to communicate changes and news regarding our customers across the country seamlessly. No more Excel!!! **What do you dislike about Claritysoft?** There are a few items we'd like to see added to the UI/UX based on our own daily usage of the tool - having more options for modifying the layout would be helpful, to clean it up based on our needs. **What problems is Claritysoft solving and how is that benefiting you?** Our biggest problem was centralizing our data, while maintaining up-to-date records. As the company has grown, we could no longer maintain a grasp on the edits and changes to our contacts in a central spreadsheet. ### 36. Claritysoft helps me stay on track **Rating:** 5.0/5.0 stars **Reviewed by:** Staci D. | Benefits Consultant, Insurance, Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2017 **What do you like best about Claritysoft?** Because I work on the road most of the time, it's important that all of my data is easily accessible from any location. At any moment I have access to all my information on one screen instead of searching thru several platforms . This allows me to work efficiently, offer fast and excellent support to my clients and enables me to focus my time on sales and less time on administrative tasks. **What do you dislike about Claritysoft?** I have not found anything I dislike at all. The product is user friendly the support is refreshingly based in the US and always there when I call and if it's after hours their support portal has most of what I need. **Recommendations to others considering Claritysoft:** sign up for the training.. **What problems is Claritysoft solving and how is that benefiting you?** I am solving time management and organizational concerns ### 37. Keeping all my clinic rounding in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** I like the fact that I am able to pull up a provider and look at the previous activity at any given point in time . Doesn't matter if I am on site or out of the office I am able to see the activities that I had with my physicians . **What do you dislike about Claritysoft?** Nothing I really like the application and wouldn't change it **What problems is Claritysoft solving and how is that benefiting you?** When I am out of the office providers activities can be viewed by my colleagues . ### 38. Great **Rating:** 4.5/5.0 stars **Reviewed by:** Scott H. | Regional Director, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2017 **What do you like best about Claritysoft?** Ease of use. Makes finding customer accounts a breeze. **What do you dislike about Claritysoft?** slow on line version. I prefer the off line version **Recommendations to others considering Claritysoft:** Very much like the old ACT programs. **What problems is Claritysoft solving and how is that benefiting you?** Great notes taking and keeping trac k of activity ### 39. Claritysoft is OK for a CRM system **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2017 **What do you like best about Claritysoft?** I like that it is relatively easy to use. **What do you dislike about Claritysoft?** I feel like it doesn't offer great reporting. **What problems is Claritysoft solving and how is that benefiting you?** I was a fan of Salesforce and Claritysoft is just not as good of a CRM. I don't really solve problems with the system just keep track of leads. ### 40. Claritysoft Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** The features for tracking all past communication whether it is via email, calls, etc. Helps our team stay on the same page. **What do you dislike about Claritysoft?** There's a few small things I would change but overall it is a good product. **What problems is Claritysoft solving and how is that benefiting you?** Saves a ton of time on looking back on history with clients/customers especially with employees who are no longer with us. ### 41. Great support and intuitive! **Rating:** 3.5/5.0 stars **Reviewed by:** Casey C. | Owner, Lead Marketing Strategist, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2017 **What do you like best about Claritysoft?** I like the possibilities with customization and the ease of use the most. **What do you dislike about Claritysoft?** That duplicates are only recognized in opportunities. **What problems is Claritysoft solving and how is that benefiting you?** We had no marketing in place prior to Claritysoft and we are now able to manage our database efficiently and report on our leads with accurate information. ### 42. Clarity Soft **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** I like the functionality of Clarity Soft. The help staff is also responsive and nice. **What do you dislike about Claritysoft?** Preferred the Desk top vs Live version because it looks better but am slowly switching over because we have to. **What problems is Claritysoft solving and how is that benefiting you?** The Quote feature , font is way too small once it is printed out. ### 43. ClaritySoft review by Lori **Rating:** 5.0/5.0 stars **Reviewed by:** Lori L. | Regional Sales Manager, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** I love the stand alone interface which is like Microsoft word. **What do you dislike about Claritysoft?** I don't like it when the standalone interface malfunctions. **What problems is Claritysoft solving and how is that benefiting you?** ClaritySoft keeps me on track with following up on my prospects, keeping track of my quotes, doing mass emails, and keeping track of my sales. ### 44. Great way to keep contacts up to date within our organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2017 **What do you like best about Claritysoft?** That we have one central place to keep contacts up to date. **What do you dislike about Claritysoft?** It could be a little bit more intuitive. **Recommendations to others considering Claritysoft:** Let them know if there is a feature you would like to see added or a feature changed. They are very open to making it work for you. They are very responsive. **What problems is Claritysoft solving and how is that benefiting you?** We had a lot of out of date contacts and multiple contacts for a single business. Clarity soft allowed us to consolidate lists so everyone knows when contacts change. ### 45. Claritysoft for Leads **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** That we can see our whole teams leads and activities so we aren't stepping on each other's toes with the same accounts. **What do you dislike about Claritysoft?** Sometimes the filters are off and you have to be exact **Recommendations to others considering Claritysoft:** It's a great system **What problems is Claritysoft solving and how is that benefiting you?** Tracking leads is now much easier ### 46. Clarity Soft Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2017 **What do you like best about Claritysoft?** Certain reps will go over details and really understand what your issue is and assign a ticket. A follow-up email is then sent. **What do you dislike about Claritysoft?** The consistency; some reps do this all the time, others don't do it at all. **What problems is Claritysoft solving and how is that benefiting you?** Data management across multiple departments has never been easier! The benefits are that everyone has access to updated information. So much more efficient that each department having their own list. ### 47. Easy workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Johnny Z. | Songwriter, Musician, Artist, Freelance Magazine Columnist, Entertainment, Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** Claritysoft is easy to move around and access account activity **What do you dislike about Claritysoft?** It sometimes takes a while to get logged in **What problems is Claritysoft solving and how is that benefiting you?** It's been a great way to keep record of leads ### 48. Fairly average CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** I find its ease-of-use is better than most. Navigation is also easy. **What do you dislike about Claritysoft?** Not as robust in terms of trackability. **What problems is Claritysoft solving and how is that benefiting you?** Tracking leads. ### 49. User-friendly sales tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **What do you like best about Claritysoft?** Clear structure and easy navigation. User-friendly interface. **What do you dislike about Claritysoft?** 1. I have to go to the sales module if I want to check sales history of my accounts. Can't go directly to the account. 2. Inactive contacts of an account should disappear or at least be listed at the end of the contact list. **What problems is Claritysoft solving and how is that benefiting you?** Customer follow-up, contact updates, sales history ### 50. Not the best but it works! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about Claritysoft?** This system is easy to use and navigate but it's slacking on the analytics point. **What do you dislike about Claritysoft?** It doesn't have as many capabilities as other systems **Recommendations to others considering Claritysoft:** You can get better. **What problems is Claritysoft solving and how is that benefiting you?** We were using it to drive activity ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+05%3A35%3A33+-0500&secure%5Bsession_id%5D=668d03eb-725b-4540-a47e-618bc9687cdb&secure%5Btoken%5D=fe2556a77d36cbbd81fcb136e6af6b048f65e2235093ea95c8fada6eacdabf59&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 (24,679 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,839 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,289 reviews)