--- title: Claritysoft Reviews meta\_title: 'Claritysoft Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 108 reviews by the users' company size, role or industry to find out how Claritysoft works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 108 scale: '5' date\_modified: '2026-08-08' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- ### Claritysoft Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **ease of use** of Claritysoft, enabling quick access to organized customer information and sales tracking. [(2 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=1472167&qs=pros-and-cons#reviews) Users appreciate the **easy tracking** capabilities of Claritysoft, which streamline lead management and enhance productivity. [(2 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2242918&qs=pros-and-cons#reviews) Users appreciate the **organized lead management** in Claritysoft, allowing easy tracking and effective automation of sales processes. [(2 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2242856&qs=pros-and-cons#reviews) Users appreciate the **automation features** of Claritysoft, like task reminders that ensure nothing slips through the cracks. [(1 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2425246&qs=pros-and-cons#reviews) Users value the **easy customization** of Claritysoft, allowing tailored dashboards to focus on essential metrics effortlessly. [(1 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=1471727&qs=pros-and-cons#reviews) Users note **feature issues** in Claritysoft, particularly regarding limited customization and a dated interface affecting usability. [(2 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2242841&qs=pros-and-cons#reviews) Users find **limited customization** options in Claritysoft hinder their ability to tailor workflows effectively. [(2 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=1471764&qs=pros-and-cons#reviews) Users find the **UI dated** and desire more customization and flexible reporting tools for a better experience. [(1 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2242905&qs=pros-and-cons#reviews) Users find the **slow loading** of Claritysoft's interface affects navigation and overall user experience. [(1 mentions)](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2425225&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Claritysoft ##### 1. Ease of Use Users value the **ease of use** of Claritysoft, enabling quick access to organized customer information and sales tracking. [ See 2 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=1472167&qs=pros-and-cons#reviews) See Related User Reviews ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Small-Business (50 or fewer emp.) 4.0/5 "Effective CRM with Room for Improvement" What do you like about Claritysoft? I like how Claritysoft keeps all customer information organized and accessible. The sales pipeline view makes it easy to see where each lead is, and t ![Atharv M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Atharv M.") AM Atharv M. Mid-Market (51-1000 emp.) 4.0/5 "Simple and efficient CRM for everyday use" What do you like about Claritysoft? It’s super easy to navigate and keeps all my customer info in one place. I love how quickly I can track leads and follow-ups without getting lost in c ##### 2. Easy Tracking Users appreciate the **easy tracking** capabilities of Claritysoft, which streamline lead management and enhance productivity. [ See 2 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2242918&qs=pros-and-cons#reviews) See Related User Reviews ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Small-Business (50 or fewer emp.) 4.0/5 "Effective CRM with Room for Improvement" What do you like about Claritysoft? I like how Claritysoft keeps all customer information organized and accessible. The sales pipeline view makes it easy to see where each lead is, and t ![Atharv M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Atharv M.") AM Atharv M. Mid-Market (51-1000 emp.) 4.0/5 "Simple and efficient CRM for everyday use" What do you like about Claritysoft? It’s super easy to navigate and keeps all my customer info in one place. I love how quickly I can track leads and follow-ups without getting lost in c ##### 3. Lead Management Users appreciate the **organized lead management** in Claritysoft, allowing easy tracking and effective automation of sales processes. [ See 2 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2242856&qs=pros-and-cons#reviews) See Related User Reviews ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Small-Business (50 or fewer emp.) 4.0/5 "Effective CRM with Room for Improvement" What do you like about Claritysoft? I like how Claritysoft keeps all customer information organized and accessible. The sales pipeline view makes it easy to see where each lead is, and t ![Atharv M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Atharv M.") AM Atharv M. Mid-Market (51-1000 emp.) 4.0/5 "Simple and efficient CRM for everyday use" What do you like about Claritysoft? It’s super easy to navigate and keeps all my customer info in one place. I love how quickly I can track leads and follow-ups without getting lost in c ##### 4. Automation Features Users appreciate the **automation features** of Claritysoft, like task reminders that ensure nothing slips through the cracks. [ See 1 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2425246&qs=pros-and-cons#reviews) See Related User Reviews ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Small-Business (50 or fewer emp.) 4.0/5 "Effective CRM with Room for Improvement" What do you like about Claritysoft? I like how Claritysoft keeps all customer information organized and accessible. The sales pipeline view makes it easy to see where each lead is, and t ##### 5. Easy Customization Users value the **easy customization** of Claritysoft, allowing tailored dashboards to focus on essential metrics effortlessly. [ See 1 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=1471727&qs=pros-and-cons#reviews) See Related User Reviews ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Small-Business (50 or fewer emp.) 4.0/5 "Effective CRM with Room for Improvement" What do you like about Claritysoft? I like how Claritysoft keeps all customer information organized and accessible. The sales pipeline view makes it easy to see where each lead is, and t ### Top Cons or Disadvantages of Claritysoft ##### 1. Feature Issues Users note **feature issues** in Claritysoft, particularly regarding limited customization and a dated interface affecting usability. [ See 2 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2242841&qs=pros-and-cons#reviews) See Related User Reviews ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Small-Business (50 or fewer emp.) 4.0/5 "Effective CRM with Room for Improvement" What do you dislike about Claritysoft? A few things could be improved in Claritysoft: the interface feels a bit dated, which can make navigation slower. Some advanced reporting options are ![Atharv M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Atharv M.") AM Atharv M. Mid-Market (51-1000 emp.) 4.0/5 "Simple and efficient CRM for everyday use" What do you dislike about Claritysoft? It lacks some deeper customization options and the reporting tools could be more flexible. Also, the UI feels a bit dated at times. ##### 2. Limited Customization Users find **limited customization** options in Claritysoft hinder their ability to tailor workflows effectively. [ See 2 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=1471764&qs=pros-and-cons#reviews) See Related User Reviews ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Small-Business (50 or fewer emp.) 4.0/5 "Effective CRM with Room for Improvement" What do you dislike about Claritysoft? A few things could be improved in Claritysoft: the interface feels a bit dated, which can make navigation slower. Some advanced reporting options are ![Atharv M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Atharv M.") AM Atharv M. Mid-Market (51-1000 emp.) 4.0/5 "Simple and efficient CRM for everyday use" What do you dislike about Claritysoft? It lacks some deeper customization options and the reporting tools could be more flexible. Also, the UI feels a bit dated at times. ##### 3. Not User-Friendly Users find the **UI dated** and desire more customization and flexible reporting tools for a better experience. [ See 1 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2242905&qs=pros-and-cons#reviews) See Related User Reviews ![Atharv M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Atharv M.") AM Atharv M. Mid-Market (51-1000 emp.) 4.0/5 "Simple and efficient CRM for everyday use" What do you dislike about Claritysoft? It lacks some deeper customization options and the reporting tools could be more flexible. Also, the UI feels a bit dated at times. ##### 4. Slow Loading Users find the **slow loading** of Claritysoft's interface affects navigation and overall user experience. [ See 1 mentions ](https://www.g2.com/products/claritysoft/reviews?filters%5Bsentiment_snippet%5D=2425225&qs=pros-and-cons#reviews) See Related User Reviews ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Small-Business (50 or fewer emp.) 4.0/5 "Effective CRM with Room for Improvement" What do you dislike about Claritysoft? A few things could be improved in Claritysoft: the interface feels a bit dated, which can make navigation slower. Some advanced reporting options are ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,873) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") Zoho CRM 4.1/5(2,947) ](https://www.g2.com/products/zoho-crm/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,907) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/claritysoft/competitors/alternatives) ![Verified User in Broadcast Media](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Broadcast Media") GB Verified User in Broadcast Media Small-Business (50 or fewer emp.) 8/7/2026 "Customizable CRM Solution with Room for Improvement" 4/5 What do you like best about Claritysoft? My favorite part of Claritysoft is how flexible the custom‑field setup is, and it fits our broadcast‑media workflows perfectly at Munich Broadcast Studio GmbH. As part of my daily job, I track lots of unique information for podcast guests and advertising partners, and standard CRM tools rarely let you adjust record structures the way you actually need. I can build dedicated custom fields to capture GDPR‑critical information, such as whether an interview guest has given permission to go on air, consent dates using our local DD.MM.YYYY format, interview progress and recording‑related notes. Operating in Germany, we must be ready to show proof of participant consent whenever required, so having this information sitting directly on each contact record saves me so much prep work before every recording. I no longer need dig through old emails and messy spreadsheet cells to hunt for consent confirmation. The tagging feature is another huge plus. I can sort contacts into clear groups including podcast guests, advertising prospects and freelance audio contractors. When we kick off a new podcast series, I filter contacts by tags and export targeted CSV lists to feed into our evasys survey tool for post‑interview feedback. I also appreciate its granular permission controls. Only three of us on the team hold active login accounts. I manage the admin configuration, while two other colleagues have limited access to update records. The rest of our staff never get into the CRM backend, which keeps sensitive personal guest data safe and aligns with our GDPR requirements. All of these are real‑world workflows working with actual interview guests and business partners from our Munich studio, not fake demo test data. Review collected by and hosted on G2.com. What do you dislike about Claritysoft? Claritysoft handles our core contact‑tracking needs well for our small broadcast studio, but I keep running into real practical pain points in my day‑to‑day work. First, its built‑in reporting is pretty inflexible. Even though I have created many useful custom fields for guest consent, interview status and recording timestamps in DD.MM.YYYY format, combining data from these custom fields inside a single report is awkward. For instance, I cannot quickly pull one unified report showing all podcast guests who provided broadcast consent within a specific time range. My workaround is to pull a basic filtered contact view, export everything as CSV, then build the full report manually in Microsoft Excel. This extra sorting and arranging eats into my working hours, and there is always some risk of copy‑paste mistakes. Besides that, automated reminders cannot connect to my custom fields. Notification alerts only work with Claritysoft’s default system date fields. If I input a follow‑up date inside one of my media‑related custom fields, the tool will not send me any reminders at all. So I have to manually copy those important dates over to standard date fields or keep a separate external task list. When our recording schedule gets really packed, I might miss some follow‑up tasks for a couple of business days. These are not hypothetical issues. These are consistent frustrations I experience working with real guest and advertiser records for our Munich‑based podcast and radio productions. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? Before we started using Claritysoft, all our guest and partner contact information was spread across many separate Excel files and email threads. We frequently ended up with duplicate contact entries, and guest broadcasting consent records were hard to locate ahead of recording sessions. It created extra stress and wasted lots of my preparation time, and maintaining GDPR compliance was far more difficult. Claritysoft fixes those real‑life headaches for our media team. It brings all our contact data into one central place, cuts down on duplicate entries, and keeps our guest consent documentation well‑organized. Thanks to custom fields, I log consent status, interview progress and follow‑up dates directly on each contact entry. Tags let me quickly segment different groups of contacts, which speeds up preparation for our podcast and radio projects. We also maintain tight access permissions to protect personal participant data and satisfy German GDPR rules. Everything I do here ties back to our genuine ongoing production work in Munich, rather than demo sample data. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") GM Verified User in Marketing and Advertising Mid-Market (51-1000 emp.) 7/4/2026 "Streamlined Client Management with Agency-Focused Features" 4/5 What do you like best about Claritysoft? I really value Claritysoft's agency-native custom tagging system paired with automated contract and proposal alert workflows. The customizable multi-layer tagging framework is the backbone of my daily operations as a Senior Marketing Manager at ABC Marketing Solutions. I create tags like “German FMCG Retainer Clients” and “Renewal Due Within 60 Days” that align with our core work and are linked to follow-up sequences tailored to German business hours. This setup directly stabilizes our client retention pipeline. Claritysoft also offers a marketing-focused proposal tracking module that suits an ad agency's needs, with pre-built input fields for media spend ceilings, digital transformation deliverables, GDPR data consent clauses, and contract end dates, which are essential for compliance. The system's pop-up alerts remind me of expiring contracts, ensuring that I schedule renewal pitches with key clients in time. I appreciate the platform's granular role-based permissions, which safeguard confidential media budgets by giving different access levels to various team members. The compliance reporting filters tailored for GDPR rules are a practical bonus, as they produce clean, audit-ready CSV exports without manual spreadsheet sorting. Review collected by and hosted on G2.com. What do you dislike about Claritysoft? Its pre-built reporting library lacks fully customized templates for advertising agency performance tracking under German commercial standards. There are no ready-made reports that combine cross-channel campaign ROI, retainer renewal rates, and GDPR client consent history in a single view, causing me to manually reformat data every month. Another issue is the missing native GDPR-compliant filtering for regulatory audits, which results in me spending time manually deleting non-audit rows. Additionally, there is zero native integration between Claritysoft and our core business tools like Eyeson One View, TeamDrive, and Apsis One, leading to consistent manual cross-platform admin work. The initial setup, while straightforward for basic functions, turned into a multi-week process due to the lack of pre-built marketing agency workflow templates and the manual data migration from our previous CRM. Advanced tools also have counterintuitive menu placement, confusing less tech-savvy team members. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? Claritysoft centralizes disjointed client and campaign data, prevents lost renewal opportunities, simplifies EU marketing compliance tracking, smooths cross-team collaboration, and slashes manual reporting overhead for our mid-sized German advertising agency’s digital transformation marketing operations. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Priya K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Priya K.") PK Priya K. Intern Small-Business (50 or fewer emp.) 4/23/2026 "Simple, Scalable, and Stress-Free CRM." 4/5 What do you like best about Claritysoft? Easy to use, great support, and clear data! Review collected by and hosted on G2.com. What do you dislike about Claritysoft? It can be clunky and hard to customize.. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? Claritysoft helps businesses eliminate sales chaos by centralizing fragmented customer data into a single, organized platform. It solves the issue of manual inefficiency by automating repetitive tasks like quoting, invoicing, and follow-up reminders, which reduces administrative overhead. Additionally, it provides management with real-time visibility into the sales pipeline, allowing teams to identify bottlenecks and track lead performance without relying on messy spreadsheets. By bridging the gap between communication and data, it ensures that no opportunities fall through the cracks and improves overall team accountability. Review collected by and hosted on G2.com. Show More 4/29/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite ![Anthony c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony c.") AC Anthony c. Web designer Computer Software Small-Business (50 or fewer emp.) 12/23/2025 "Effective CRM with Room for Improvement" 4/5 What do you like best about Claritysoft? I like how Claritysoft keeps all customer information organized and accessible. The sales pipeline view makes it easy to see where each lead is, and the customizable dashboards let me focus on the metrics that matter most. It's simple enough to use daily but powerful enough to handle complex sales processes. I also enjoy the automation features, like task reminders and follow-up alerts, which ensure nothing slips through the cracks. The reporting tools are really effective for tracking sales trends and team performance. Plus, I appreciate the integration with email, which keeps communication smooth without needing to switch between apps. Review collected by and hosted on G2.com. What do you dislike about Claritysoft? A few things could be improved in Claritysoft: the interface feels a bit dated, which can make navigation slower. Some advanced reporting options are limited compared to other CRMs, and customization can be tricky for complex workflows. Faster updates and a more modern UI would make it even better. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? Claritysoft organizes customer data, tracks sales progress, manages follow-ups, and enhances team collaboration, improving sales efficiency. It consolidates contacts, leads, and interactions, ensuring no opportunities are missed. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Atharv M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Atharv M.") AM Atharv M. Paid Media Executive Mid-Market (51-1000 emp.) 8/1/2025 "Simple and efficient CRM for everyday use" 4/5 What do you like best about Claritysoft? It’s super easy to navigate and keeps all my customer info in one place. I love how quickly I can track leads and follow-ups without getting lost in complicated menus. Review collected by and hosted on G2.com. What do you dislike about Claritysoft? It lacks some deeper customization options and the reporting tools could be more flexible. Also, the UI feels a bit dated at times. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? Claritysoft helps us manage leads, track customer interactions, and stay on top of follow ups. It’s reduced the chaos in our sales process and made our team more organized and efficient. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Flavia S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Flavia S.") FS Flavia S. Custom Group Consultant Small-Business (50 or fewer emp.) 7/1/2024 "Basic CRM that helps with basic CRM" 3/5 What do you like best about Claritysoft? Activities reminders are helpful. Been able to click on the links for itineraries and group help too. There is not too many things I'm fond of the CRM. Review collected by and hosted on G2.com. What do you dislike about Claritysoft? Clarity soft is integrated with our Order admin system. I have seen that in that integration sometimes when we submit orders, claritysoft does not capture all the data that we put in our form. Sometimes it does, which makes it inconvenient to have to contact another co worker about the missing information. There is no color system I can use with the Stage. This could be beneficial for people that has ADHD like me. Also, Claritysoft contact management is not the best in the sense that every lead is created, even if it is a repeat, creates a new contact and that creates too many duplicates. There should be a way it can detect is the same person. We need ways that the notes can add color, bold, italica and things like that. All plain notes are not the best. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? Where can I have my leads and keep track on what I need to answer. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jeffrey H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeffrey H.") JH Jeffrey H. Territory Account Manager Mid-Market (51-1000 emp.) 7/1/2024 "CS is a solid replacement for Sales Force" 4/5 What do you like best about Claritysoft? The interface and subcategories are much easier to move around in compared to my last job which was using salesforce. I find it very easy to accomplish my tasks and to find out where to go when something new comes down the pipeline. Review collected by and hosted on G2.com. What do you dislike about Claritysoft? The only thing I dislike about clarity soft is that I am having to constantly log back in after being away from it, and then sometimes it just boots me off of the previous screen, which is not fun. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? I really use the calendar a lot along with the opportunities. It benefits me because I see exactly where I am and what I need to do for the day, week, and month. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Evan L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Evan L.") EL Evan L. Regional Business Manager, Southeast Small-Business (50 or fewer emp.) 7/1/2024 "Claritysoft CRM Review" 4/5 What do you like best about Claritysoft? Good experience in general. Have only been using for 3 months though. It is EXTREMELY intuitive, very easy to customize. Love how you can filter results and searches without much effort at all! Review collected by and hosted on G2.com. What do you dislike about Claritysoft? Nothing per say, I've used Salesforce in the past and this does seem a bit easier to use. I guess the only thing I dislike is that I wish it would pick up when Accounts or Contacts appear to be duplicates, and automatically merges them. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? It is solving the storing of all Accounts and Contacts in a single system that allows them to be updated with each and every contact point. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Nettie R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nettie R.") NR Nettie R. Vice President of Sales Mid-Market (51-1000 emp.) 7/1/2024 "Easiest integration with US Based attentive support" 5/5 What do you like best about Claritysoft? The easiest implementation and best customer support team. It's easy to use and they keep adding valuable features. Review collected by and hosted on G2.com. What do you dislike about Claritysoft? Learning reports was a little challenging for me. I've led several software implementations and struggled to do this on my own. Thankfully, our integration included some training where Susan was phenomenal in helping me set up weekly KPI reports based on our needs. Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? Evita la duplicación, automatiza los correos electrónicos que fluyen directamente a través de MS Outlook. Programa fácilmente e incrementa las actividades. Rastrea oportunidades valiosas para ayudar con la previsión. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic LR Lee R. Chief Operating Officer Small-Business (50 or fewer emp.) 7/1/2024 "Feature-risk; no code CRM" 4/5 What do you like best about Claritysoft? The "no-code" functionality allows users to customise the solution Review collected by and hosted on G2.com. What do you dislike about Claritysoft? There is some functionality you cannot customise Review collected by and hosted on G2.com. What problems is Claritysoft solving and how is that benefiting you? We operate in a heavily-regulated environment and need to have a CRM that we can configure to these requirements. Review collected by and hosted on G2.com. 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