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.

G2 reviews are authentic and verified.

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Verified User in Transportation/Trucking/Railroad

Enterprise (> 1000 emp.)

7/15/2019

"Clarity"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I don't dislike anything about this tool. Review collected by and hosted on G2.com.

Stephanie W.

CEO

Small-Business (50 or fewer emp.)

11/12/2018

"ClaritySoft is great!"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

veronica s.

is a good tool for managing new business projects.

Enterprise (> 1000 emp.)

5/27/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"It is a good tool to maintain communication"

2.5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

4/29/2019

"Great so far!"

3.5/5

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! Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Right now we are waiting on the QuickBooks integration, so hopefully, that will be ready for us soon! Review collected by and hosted on G2.com.

Madison B.

Office Manager

Financial Services

Small-Business (50 or fewer emp.)

11/1/2018

"A pleasure to work with ClaritySoft!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Darlene S.

Business Operations

Small-Business (50 or fewer emp.)

1/22/2019

"Claritysoft is a user friendly easy to navigate CRM!"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

11/2/2018

"I'm a sales guy. Claritysoft is BY FAR the easiest and best CRM I have ever used. Try the mobile! "

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Kori M.

Project Coordinator

Small-Business (50 or fewer emp.)

10/30/2018

"CRM and Project Management tool"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Robert D.

Physician Liaison

Hospital & Health Care

Enterprise (> 1000 emp.)

10/31/2018

"Claritysoft Keeps Me Organized"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Easiest way to stay organized. Claritysoft is much better than trying to keep up with countless spreadsheets and the like. Review collected by and hosted on G2.com.

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

There is no question about the work I did for a contact. Claritysoft helps me stay organized and I like being able to look up the work I have completed for all of my contacts. Review collected by and hosted on G2.com.

Verified User in Retail

Enterprise (> 1000 emp.)

1/11/2019

"A pretty useful tool."

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

I think most businesses use this tool so I would say go for it. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.