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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Verified User in Oil & Energy

Enterprise (> 1000 emp.)

10/7/2018

"Live this go to software"

5/5

What do you like best about Claritysoft?

I like that it's all encompassing. It contains project information, budget, schedule. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

No dislikes about clarity. I believe all companies should use this software Review collected by and hosted on G2.com.

Erin S.

Manager of Client Services

Medical Practice

Mid-Market (51-1000 emp.)

5/3/2018

"Not the best but definitely not the worst"

3/5

What do you like best about Claritysoft?

Visually very easy and customer support was always very helpful Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

The different sections (modules) do not talk to one another so you have to double enter information Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

If you need very basic CRM functions this will work for you. Pulling custom reports is tricky but customer service is very helpful. Review collected by and hosted on G2.com.

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

Able to keep track of clients and send reminders to the brokers for tasks Review collected by and hosted on G2.com.

Response from David Schade of Claritysoft

Hi Erin. Thank you for submitting your review of Claritysoft CRM. Please allow us to help you resolve the issue you may be having. Claritysoft is actually specifically designed to reduce or eliminate redundant data entry requirements. Information entered in one module should appear in corresponding fields in other modules as well. At Claritysoft we are focused on the user experience and committed to delivering a CRM solution that is simple to navigate and easy to use. We are eager to understand the issue you are having and assist you in resolving it. Please reach out to one of our support specialists at your convenience.

Marie W.

Group Sales & Services Coordinator

Hospitality

Mid-Market (51-1000 emp.)

5/9/2018

"Best CRM Available!"

5/5

What do you like best about Claritysoft?

User friendly customized reports r great Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Not a thing! Great system for all needs Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Love the ease of use and ability to customize reports. Staff is brilliant and always available. Being able to work in the Cloud simplifies & eases my day. Review collected by and hosted on G2.com.

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

Organizing sales goals; easy weekly & monthly reports; I use the system for EVERYTHING! Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

5/9/2018

"Really good CRM tool"

4/5

What do you like best about Claritysoft?

I like the Last Touch feature in the Live version so you can see when you last contacted the customer. I also really like their customer service. They are great to work with and always answer the first time! Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

The ability to modify quote templates in the Live version. It is very difficult to make them look like you want. Review collected by and hosted on G2.com.

Roger R.

VP Sales and Business Development

Building Materials

Small-Business (50 or fewer emp.)

9/21/2017

"CS review comments"

4/5

What do you like best about Claritysoft?

We needed something very customizable due to the belief that consultative methods are key to understanding any influencer at any level, inside or outside the account opportunity, and this was key to finding the best CRM. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

The fact that NO crm provider, including CS understands the difference between customer relation building in consultative methods, vs traditional pipeline sales. Relating in CS isn't true 'relationship building' it is a simple technical title for tying two accounts or contacts together. BIG difference, and CS only understands 50% of this. But, of the CRM providers we interviewed, CS was the farthest along. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Believe it will work for any company using traditional CRM pipeline methods, and still is very customizable. Jury is still out on the marketing module, but looks promising. Cost adds up however when adding in all the modules. Review collected by and hosted on G2.com.

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

For traditional sales and marketing touches, and pipeline methods, CS works good, but so do all the rest. We wanted to prove a customizable CRM could answer the 'relationship business development' could be tracked, planned and evaluated through a consultative process. CS came the closest to this, but still lacking. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

7/30/2018

"The pro's of Clarity"

2.5/5

What do you like best about Claritysoft?

Managing time & resources allotted per project. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

The overall housing platform? It could be packaged better. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

5/9/2018

"Annette form SambaSafety"

5/5

What do you like best about Claritysoft?

I found that Claritysoft is very user friendly. Creating a custom module was much easier than I thought it would be. Working with Frank, Susan, Joel and Tim was a pleasure. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I've had some issues with email but the support staff has been helpful. Review collected by and hosted on G2.com.

Mark C.

Regional Director

Financial Services

Small-Business (50 or fewer emp.)

9/14/2017

"Claritysoft"

4.5/5

What do you like best about Claritysoft?

Claritysoft offers a live and offline experience. The live version is the push for the future, so as you would think it has more powerful options than offline. It is very easy to use and has a very robust lineup. The ability to manage your relationships is on the high end of the scale and the ability to use email campaigns with analytics is also on the high end. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

At this time, there are still a few quirks that they are working hard to fix with the email campaign process. Review collected by and hosted on G2.com.

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

It is almost impossible in today's business world to reach each other by phone or face to face. Today, more than ever before, there are so many requests for our time which can interfere with our ability to focus on our core business responsibilities. The ability to reach and share important information with clients and prospective clients on their timetable is invaluable and Claritysoft gives you this opportunity. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

3/21/2018

"Claritysoft allows me to easily access vital information about accounts in one place."

4/5

What do you like best about Claritysoft?

I like that I am able to navigate through the software to find contacts, paperwork, activities, etc for all relevant accounts. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

I dislike that this software often glitches, slowing down my productivity. Review collected by and hosted on G2.com.

Keith K.

Business Development Manager

Mid-Market (51-1000 emp.)

9/14/2017

"Claritysoft did what they said it would, and has CARING, REAL HUMAN BEINGS who actually help!"

5/5

What do you like best about Claritysoft?

My rep assured me that the Claritysoft team would actually offer real-live, human support. He was right, and I know that I made the right choice. Review collected by and hosted on G2.com.

What do you dislike about Claritysoft?

Learning any new app can be a challenge; especially one as powerful as Claritysoft CRM. Review collected by and hosted on G2.com.

Recommendations to others considering Claritysoft:

Sign up for the tutorials, and feel free to call or email support. If they're not right there, they'll get right back to you, and make your concern feel like a legitimate concern, even though they've probably heard it 1000 times. Review collected by and hosted on G2.com.

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

Improved and easier, account tracking, staying on top of sales activities, and reporting. Review collected by and hosted on G2.com.