# Claritysoft Reviews **Vendor:** Claritysoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 106 ## 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 seamless tracking of leads and customer information. (2 reviews) - Users appreciate the **easy tracking** features of Claritysoft, enabling seamless management of leads and customer information. (2 reviews) - Users love the **organized lead management** in Claritysoft, making tracking and communication seamless and efficient. (2 reviews) - Users value the **automation features** of Claritysoft, ensuring no task is overlooked and enhancing workflow efficiency. (1 reviews) - Users enjoy the **easy customization** of Claritysoft, tailoring dashboards to focus on key metrics for their needs. (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 find the **feature issues** in Claritysoft, such as limited customization and dated UI, affecting their productivity. (2 reviews) - Users find **limited customization** in Claritysoft, making it challenging to adapt for complex workflows and preferences. (2 reviews) - Users find Claritysoft **not user-friendly** , with limited customization and an outdated interface affecting usability. (1 reviews) - Users find the **slow loading** of Claritysoft frustrating, impacting navigation and overall experience negatively. (1 reviews) ## Claritysoft Reviews ### 1. 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. ### 2. 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. ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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. ### 10. Clarity Soft review **Rating:** 4.5/5.0 stars **Reviewed by:** Laura D. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Claritysoft?** I like how it works back and forth between my email and clarity. I can utilize both systems and the communicate and transfer information well **What do you dislike about Claritysoft?** If I bring up an email, and I want to copy and paste the same information in the email to another area, I cannot do this. Also, sometimes the system is slow. I convert to a sale, I go into sale and it is not there. I refresh and sometimes even sign out and go back in and its not there. I re do the sale, and later two sales show up. **What problems is Claritysoft solving and how is that benefiting you?** CRM activities keeps me on track with call backs and follow ups. I recieve numerous leads, and I work them all. Making sure I go back and follow up was an issue, now CRM tracks them for me ## 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=2026-05-31+14%3A51%3A07+-0500&secure%5Bsession_id%5D=932565a2-f106-4384-86cd-ca7140f8a507&secure%5Btoken%5D=1497d9a87ffdcc6abf7ecf4b979c8b8586f57f76ac44499d155888f9ea356d8a&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 (24,606 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,822 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,208 reviews)