Claritysoft Reviews & Product Details

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.

Seller

Claritysoft

Discussions

Claritysoft Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Steve Schade (Founder at ClaritySoft)

Pricing

Pricing provided by Claritysoft.

Core CRM

$29.00

Per User Per Month

Complete CRM

$59.00

Per User Per Month

View More Pricing Information

Top-Rated Alternatives

Salesforce Sales Cloud

4.4/5(27,592)

View All Alternatives

User Insights

Average based on 108 real user reviews.

Implementation Time

3 months

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

Per Month

Claritysoft Integrations

(4)

Integration information sourced from real user reviews.

Claritysoft Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Claritysoft, and what problem is it built to solve?

Claritysoft is a customer relationship management platform designed to support sales, marketing, and customer service processes. It brings tools for managing leads and contacts, email marketing, tasks, and reporting together, with a customizable interface intended to fit different business needs.

What languages does Claritysoft support?

Claritysoft supports 1 language: English.

What company sizes and industries is Claritysoft the best fit for?

Claritysoft appears most suited to small businesses, while positive users also come from mid-market and enterprise organizations. The industries with the strongest representation include financial services, marketing, and information technology.

How long does it take to implement Claritysoft across a team?

Implementation most often takes less than a month, though reported timelines vary with the amount of setup and customization involved.

Time to go live	Relative frequency
Less than 1 month	Most commonly reported
Less than 1 day	Also reported
1–3 months	Also reported
3–6 months	Reported less often
6–12 months or longer	Reported occasionally

What customer support options does Claritysoft provide, and how do users find the overall support experience?

Claritysoft provides support through phone, email/help desk, and chat, alongside resources such as a knowledge base. The support experience is often described as responsive and helpful, with users valuing access to knowledgeable staff; some also report delays or uneven follow-through when resolving issues.

What is the experience like for teams switching to Claritysoft from another tool?

Switching to Claritysoft has often meant moving away from CRM tools that felt harder to use, costly, or less adaptable to the team's workflows. Users describe finding the interface more approachable and gaining flexibility for customizing records, workflows, and reporting; named alternatives include Salesforce, Zoho, Redtail, and ACT. The transition can involve an initial learning or configuration effort, particularly when tailoring the system.

What tools and platforms does Claritysoft integrate with, and how do these integrations help users get more value from the product?

Claritysoft lists 1 integration: Translate Me. Users also describe connecting email and calendar workflows with Outlook, Gmail, and Google Calendar, as well as working with Excel.

Email and calendars: Outlook, Gmail, and Google Calendar
Spreadsheets: Excel

These connections help users associate communications with customer records and keep account activity accessible alongside their everyday tools.

What features or capabilities could make Claritysoft even more useful?

Claritysoft could be more useful with stronger reporting flexibility and smoother ways to tailor the interface and workflows. Users also identify opportunities to improve contact handling and connections with other tools.

Expand reporting options, especially for customized and share-ready reports.
Make layout and workflow customization more flexible and easier to manage.
Improve duplicate detection and merging for contacts and accounts.
Add or broaden integrations with commonly used business and social platforms.

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Camille D.

Small-Business (50 or fewer emp.)

5/12/2021

"ClaritySoft"

5/5

What do you like best about Claritysoft?

The one thing that I like best about Claritysoft is that it is so user friendly. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I haven't found anything that I dislike about Claritysoft Review collected by and hosted on G2.com.

Dayna V.

Senior graphic designer

Small-Business (50 or fewer emp.)

5/12/2021

"Ease of use"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Just takes a while to load the data and learning a new program takes some patience. Review collected by and hosted on G2.com.

SHEILA B.

OFFICE MANAGER

Small-Business (50 or fewer emp.)

5/12/2021

"Excellent CRM for keeping track"

4.5/5

What do you like best about Claritysoft?

Ease of use, ability to view all contacts, and information. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Multicurrency would be a nice addition, we can only enter in one currency so far Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

Originally submitted 5/13/2021

"Great CRM"

4.5/5

What do you like best about Claritysoft?

It's simplicity. I appreciate the fact that it isn't complicated. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I wish there was a bit more flexibility with the reports. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Claritysoft solving and how is that benefiting you?

We are able to successfully manage our sales funnel on a weekly basis. Review collected by and hosted on G2.com.

Verified User in Semiconductors

Enterprise (> 1000 emp.)

Originally submitted 10/9/2018

"Easy and fun"

4/5

What do you like best about Claritysoft?

brings technical project and financial aspects together Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

no direct tie to MS/Project which caused additional delays and need to reenter data Review collected by and hosted on G2.com.

Verified User in Fund-Raising

Small-Business (50 or fewer emp.)

9/23/2019

"Clairty Review 2019"

5/5

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 on is put in its own bucket. We have been able to keep everything much more organized and save time with Clarity. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

The only thing I don't like is sometimes I think I have saved my work and then I realize a couple pages in 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 it's saved before moving on, so it is something that I was able to work out myself. Review collected by and hosted on G2.com.

Melodee T.

Associate

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

Originally submitted 10/30/2018

"Extremely versatile, easy to use product with excellent customer service and support."

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Caitlin A.

Marketing Communications Manager

Defense & Space

Small-Business (50 or fewer emp.)

11/7/2018

"Claritysoft is Great for Account Organization"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

No strong dislikes, but we have yet to take advantage of all of the offerings in the program. Review collected by and hosted on G2.com.

Verified User in Fund-Raising

Small-Business (50 or fewer emp.)

9/25/2019

"Clarity Review"

3/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Retail

Enterprise (> 1000 emp.)

1/22/2019

"Really useful tool!"

4/5

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 organized. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.