--- title: Claritysoft Reviews meta_title: 'Claritysoft Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 107 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: 107 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Claritysoft Reviews **Vendor:** Claritysoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 107 ## About Claritysoft 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. ## Claritysoft Pros & Cons **What users like:** - Users value the **ease of use** of Claritysoft, enabling quick access to organized customer information and sales tracking. (2 reviews) - Users appreciate the **easy tracking** capabilities of Claritysoft, which streamline lead management and enhance productivity. (2 reviews) - Users appreciate the **organized lead management** in Claritysoft, allowing easy tracking and effective automation of sales processes. (2 reviews) - Users appreciate the **automation features** of Claritysoft, like task reminders that ensure nothing slips through the cracks. (1 reviews) - Users value the **easy customization** of Claritysoft, allowing tailored dashboards to focus on essential metrics effortlessly. (1 reviews) - Users praise the **easy implementation** of Claritysoft, complemented by outstanding customer support and valuable features. (1 reviews) - Users enjoy the **easy navigation** of Claritysoft, allowing effortless task completion and efficient customer information management. (1 reviews) - Reporting (1 reviews) - Task Management (1 reviews) - Users appreciate the **user-friendly interface** of Claritysoft, making task completion and navigation easy and efficient. (1 reviews) **What users dislike:** - Users note **feature issues** in Claritysoft, particularly regarding limited customization and a dated interface affecting usability. (2 reviews) - Users find **limited customization** options in Claritysoft hinder their ability to tailor workflows effectively. (2 reviews) - Users find the **UI dated** and desire more customization and flexible reporting tools for a better experience. (1 reviews) - Users find the **slow loading** of Claritysoft's interface affects navigation and overall user experience. (1 reviews) ## Claritysoft Reviews ### 1. Streamlined Client Management with Agency-Focused Features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 04, 2026 **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. **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. **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. ### 2. Simple, Scalable, and Stress-Free CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Priya K. | Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Claritysoft?** Easy to use, great support, and clear data! **What do you dislike about Claritysoft?** It can be clunky and hard to customize.. **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. ### 3. Effective CRM with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony c. | Web designer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **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. **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. **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. ### 4. Simple and efficient CRM for everyday use **Rating:** 4.0/5.0 stars **Reviewed by:** Atharv M. | Paid Media Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **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. **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. **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. ### 5. Basic CRM that helps with basic CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Flavia S. | Custom Group Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2024 **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. **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. **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. ### 6. CS is a solid replacement for Sales Force **Rating:** 4.0/5.0 stars **Reviewed by:** Jeffrey H. | Territory Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2024 **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. **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. **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. ### 7. Claritysoft CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Evan L. | Regional Business Manager, Southeast, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2024 **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! **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. **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. ### 8. Easiest integration with US Based attentive support **Rating:** 5.0/5.0 stars **Reviewed by:** Nettie R. | Vice President of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2024 **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. **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. **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. ### 9. Feature-risk; no code CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Lee R. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2024 **What do you like best about Claritysoft?** The "no-code" functionality allows users to customise the solution **What do you dislike about Claritysoft?** There is some functionality you cannot customise **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. ### 10. Always Growing **Rating:** 4.0/5.0 stars **Reviewed by:** Kristen S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Claritysoft?** The customer service team is very responsive and takes the times to thoroughly address any issues or questions we may have. The CRM is always growing and the team considers (and often implements) suggestions given by its users. It is always growing and getting better as features are added a few times a year. **What do you dislike about Claritysoft?** The interface can sometimes be a little clunky if (like us) you like to see a lot of information on one page. **What problems is Claritysoft solving and how is that benefiting you?** We use Claritysoft to record customer information and keep it up to date, keep records of customer interactions (meetings, mailings, emails, etc.), and track our sales. Several CRMs are tailored to meet the needs of financial advisors, but because our company serves a niche clientele (public educators), we needed a CRM that let us customize modules and data fields. Claritysoft allows us to record and organize data that other financial industry CRMs did not. ## Claritysoft Discussions - [What if I have users that don’t access CRM very often? Can I add read-only users?](https://www.g2.com/discussions/limited-licence) - 1 comment, 1 upvote - [Does Claritysoft integrate with Office 365?](https://www.g2.com/discussions/integration-2363b3db-bed9-4d31-b8be-ea4c3611be47) - 1 comment, 1 upvote - [What can I expect in terms of customer service?](https://www.g2.com/discussions/customer-service-aaa8638f-c8b6-47f9-a850-0ce60a57ca3e) - 2 comments, 1 upvote - [Does Claritysoft offer integration for online lead sources such as Hoovers.com, etc.?](https://www.g2.com/discussions/integration-ca7f515a-a4dc-4200-8c99-6db9a4826f32) - 1 comment, 1 upvote - [Does Claritysoft integrate with Enterprise Resource Planning (ERP) systems?](https://www.g2.com/discussions/erp-7c9c58d6-8b43-4fb6-aa23-a5e92719ec8d) - 1 comment, 1 upvote - [View Claritysoft pricing details and edition comparison](https://www.g2.com/products/claritysoft/reviews/claritysoft-review-1075710?section=pricing&secure%5Bexpires_at%5D=2026-07-18+18%3A28%3A32+-0500&secure%5Bsession_id%5D=4b46b2bd-bd06-4df0-b593-a8792abdb3ef&secure%5Btoken%5D=d9cc2069f9a2608a721a076c065ea2aad41527d83df623ef41e9edd4e57da267&format=llm_user) ## Claritysoft Integrations - [Translate Me](https://www.g2.com/products/translate-me/reviews) ## Claritysoft Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Claritysoft Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,834 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,270 reviews)