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Claritysoft Reviews & Product Details

Pricing

Pricing provided by Claritysoft.

Core CRM

$29.00
Per User Per Month

Complete CRM

$59.00
Per User Per Month

User Insights

Average based on 108 real user reviews.

Implementation Time

3 months

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

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Per Month

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.

Claritysoft Reviews (108)

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Reviews

Claritysoft Reviews (108)

View 1 Video Reviews
4.3
108 reviews

What do users say?

Generated using AI from real user reviews

Pros & Cons

Generated from real user reviews
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Angela D.
AD
Angela D.
Marketing, Communications, and Public Relations Executive
Management Consulting
Mid-Market (51-1000 emp.)
"ClaritySoft CRM Review"
4/5
What do you like best about Claritysoft?

The ability to easily customize your fields within the CRM Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

The build out -- it takes time to customize your fields/views/build reports Review collected by and hosted on G2.com.

TK
Tammy K.
Director of Marketing and Client Relations
Small-Business (50 or fewer emp.)
"Coming on board"
5/5
What do you like best about Claritysoft?

We've received hands on help getting started. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

So far nothing other than I wish we had found this years ago. Review collected by and hosted on G2.com.

Chad K.
CK
Chad K.
Western Regional Sales Manager
Machinery
Mid-Market (51-1000 emp.)
"Finally a sales tool I can use!"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Haven't found anything I don't like about Clarity Soft. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"We have been using Claritysoft for more than seven years"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Wish I could highlight lines in the opportunity section Review collected by and hosted on G2.com.

Verified User in Capital Markets
AC
Verified User in Capital Markets
Small-Business (50 or fewer emp.)
"Very easy to use and the support team is very knowledgeable"
4.5/5
What do you like best about Claritysoft?

We really like that is very intuitive and the different screens are laid out well. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Sometimes it runs slow on our internet service Review collected by and hosted on G2.com.

DD
Doug D.
Mid-Market (51-1000 emp.)
Originally submitted 9/13/2018
"I was very disappointed with Claritysoft, but now I am satisfied. Great Company!!"
2.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

All settled now. Sync feature was more involved than explained in the beginning. Review collected by and hosted on G2.com.

Response from Steve Schade of Claritysoft

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

Jill C.
JC
Jill C.
President and Founder
Financial Services
Small-Business (50 or fewer emp.)
"Living in my CRM"
5/5
What do you like best about Claritysoft?

I don't keep paper files at all. Love linking emails and all my activities. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Challenges getting ClaritySoft Calendar to link with my Google Calendar to enable scheduling software to work Review collected by and hosted on G2.com.

Gayle D.
GD
Gayle D.
Client Service Associate
Information Technology and Services
Small-Business (50 or fewer emp.)
"Good Experience"
4/5
What do you like best about Claritysoft?

Scheduled reports, helps us keep track of weekly activity Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Having to manually change dates for scheduled reports. Review collected by and hosted on G2.com.

MV
Michelle V.
Mid-Market (51-1000 emp.)
"My Tech: Dave was extremely helpful!!"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

There was nothing that I disliked. Thank you. Review collected by and hosted on G2.com.

Verified User in Warehousing
UW
Verified User in Warehousing
Mid-Market (51-1000 emp.)
"Great customer service"
4/5
What do you like best about Claritysoft?

Many reporting opportunities within Claritysoft Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Would like to see better Microsoft email integration. Review collected by and hosted on G2.com.

Questions about Claritysoft? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

Verified User
G2
Verified User
•
Last activity over 6 years ago

What if I have users that don’t access CRM very often? Can I add read-only users?

GU
Guest User

What is your experience regarding pricing and costs for Claritysoft CRM?

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Pricing Options

Pricing provided by Claritysoft.

Core CRM

$29.00
Per User Per Month

Complete CRM

$59.00
Per User Per Month
Claritysoft Comparisons
Claritysoft Features
User, Role, and Access Management
Performance and Reliability
Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Case Management
Customer Support Portal
Knowledge Base
Email Marketing
Lead Management