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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Katie G.

National Director of Client Relations

Mid-Market (51-1000 emp.)

11/2/2018

"Custom Platform for Medical Facility"

4.5/5

What do you like best about Claritysoft?

Custom functionality and GREAT customer support Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I honestly cannot think of any dislikes for this platform Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Will M.

Marketing Manager

Mid-Market (51-1000 emp.)

11/12/2018

"Claritysoft competes our mission with out a massive learning curve."

5/5

What do you like best about Claritysoft?

I like the simplicity and flow of the CRM along with the amazing customer service. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Susan H.

Office Manager

Building Materials

Small-Business (50 or fewer emp.)

10/31/2018

"great tool for lead followup"

5/5

What do you like best about Claritysoft?

ability to search on various fields and reporting Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

import tool isn't working right now. But previously I had no issues with imports. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

★D

★Tom Fulmer D.

Vice President of Business Development

Small-Business (50 or fewer emp.)

10/30/2018

"Great CRM and Great Service"

5/5

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! Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

nothing so far. is so much better than other CRMs we have tried or evaluated. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

organization of data, and automating workflows and our marketing flows. Review collected by and hosted on G2.com.

Edward G.

Sales Engineer

Airlines/Aviation

Mid-Market (51-1000 emp.)

5/15/2018

"Excellent from the very first demo and still delivering strong!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Go for it!! No product is absolutely perfect but Claritysoft 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. Review collected by and hosted on G2.com.

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

Dwayne T.

Regional Sales Director - PA/NJ/DE/MD/WV/VA/NC/SC & DC

Information Technology and Services

Small-Business (50 or fewer emp.)

10/30/2018

"Claritysoft Review"

4/5

What do you like best about Claritysoft?

The ease of use...it is so easy to use. You can find your information when you need it. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Aaron H.

COO

Small-Business (50 or fewer emp.)

10/30/2018

"Very happy with Claritysoft!"

5/5

What do you like best about Claritysoft?

Claritysoft is powerful and very easy to use. It is easy to pick up and go. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Really I have nothing that I would note as negative right now! Review collected by and hosted on G2.com.

Lori L.

Small-Business (50 or fewer emp.)

6/27/2018

"ClaritySoft"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from David Schade of Claritysoft

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.

Reagan R.

Pharmacy Automation Consultant

Small-Business (50 or fewer emp.)

6/7/2018

"Very easy and convenient to use. Makes keeping up with customers and potential customers super easy!"

4.5/5

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. Review collected by and hosted on G2.com.

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 an internet connection to use, but I am just so used to the online layout of the live version. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Claritysoft allows you to keep all of your contacts and customers organized. Review collected by and hosted on G2.com.

Wayne M.

Account Executive

Business Supplies and Equipment

Small-Business (50 or fewer emp.)

10/30/2018

"Sales organization"

4/5

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.