
The ability to easily customize your fields within the CRM Review collected by and hosted on G2.com.
The build out -- it takes time to customize your fields/views/build reports Review collected by and hosted on G2.com.
Last updated: Nov 01, 2026
| 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 |

The ability to easily customize your fields within the CRM Review collected by and hosted on G2.com.
The build out -- it takes time to customize your fields/views/build reports Review collected by and hosted on G2.com.
We've received hands on help getting started. Review collected by and hosted on G2.com.
So far nothing other than I wish we had found this years ago. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.
Haven't found anything I don't like about Clarity Soft. Review collected by and hosted on G2.com.
The flexibility and ease to create reports. Sorting is very easy. The learning curve for new employees is very short. Review collected by and hosted on G2.com.
Wish I could highlight lines in the opportunity section Review collected by and hosted on G2.com.
We really like that is very intuitive and the different screens are laid out well. Review collected by and hosted on G2.com.
Sometimes it runs slow on our internet service Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
All settled now. Sync feature was more involved than explained in the beginning. Review collected by and hosted on G2.com.
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

I don't keep paper files at all. Love linking emails and all my activities. Review collected by and hosted on G2.com.
Challenges getting ClaritySoft Calendar to link with my Google Calendar to enable scheduling software to work Review collected by and hosted on G2.com.

Scheduled reports, helps us keep track of weekly activity Review collected by and hosted on G2.com.
Having to manually change dates for scheduled reports. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
There was nothing that I disliked. Thank you. Review collected by and hosted on G2.com.
Many reporting opportunities within Claritysoft Review collected by and hosted on G2.com.
Would like to see better Microsoft email integration. Review collected by and hosted on G2.com.
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What if I have users that don’t access CRM very often? Can I add read-only users?
What is your experience regarding pricing and costs for Claritysoft CRM?
Pricing provided by Claritysoft.