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Claritysoft CRM

User-friendly customer relationship management software

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Table of Contents

Is this product right for your business?

Find out with a

Claritysoft CRM - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Claritysoft CRM overview

Based on 243 verified user reviews

What is Claritysoft CRM?

Reviews for Claritysoft CRM come from a wide variety of industries, including construction (7% of reviewers), hospital & health care (6%), and marketing and advertising (5%). The most frequent use case for Claritysoft CRM cited by reviewers is CRM (74% of reviewers).

What do users say about Claritysoft CRM pricing?

Most reviewers indicate Claritysoft CRM delivers strong value for money, as they appreciate its affordability, transparent flat-rate pricing, and included features. Some users say it can be pricier than alternatives or challenging to configure cost-effectively.

Starting price

49per user /
per month

visit website

Pros & Cons

Account and Contact Management

Data Management

Sales Management

Email Management

Claritysoft CRM’s user interface

Ease of use rating:

4.5

(243)

Claritysoft CRM pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(4)

3-4(96)

5(143)

What do users say about Claritysoft CRM?

Select to learn more

Who uses Claritysoft CRM?

Based on 243 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Education Management

Financial Services

Retail

Construction

Others

Use cases

CRM

Sales Tracking

Lead Management

Online CRM

Lead Capture

Claritysoft CRM's key features

Most critical features, based on insights from Claritysoft CRM users:

CRM

4.6

(30)

Contact management

4.5

(89)

Prospecting tools

4.0

(1)

Lead capture

4.1

(22)

Task management

4.3

(42)

Lead segmentation

4.5

(2)

Reporting/Analytics

4.3

(48)

Workflow management

4.0

(8)

Campaign management

5.0

(1)

All Claritysoft CRM features

Features rating:

4.2

(243)

Access controls/permissions

4.3

(8)

Activity dashboard

5.0

(1)

Activity tracking

(0)

Alerts/Notifications

4.7

(3)

API

(0)

Appointment scheduling

4.4

(7)

Assignment management

3.7

(3)

Automated routing

(0)

Calendar management

5.0

(2)

Calendar/Reminder system

4.3

(18)

Calendar sync

4.0

(1)

Campaign management

5.0

(1)

Channel management

(0)

Client management

4.8

(10)

Collaboration tools

4.3

(3)

Commission management

(0)

Configurable workflow

5.0

(1)

Contact database

4.7

(29)

Contact management

4.5

(89)

Contract/License management

(0)

Conversion tracking

(0)

CRM

4.6

(30)

Customer database

4.6

(18)

Customer segmentation

(0)

Customizable branding

1.0

(1)

Customizable fields

4.2

(36)

Customizable reports

4.0

(1)

Customizable templates

(0)

Dashboard

(0)

Data import/export

4.4

(26)

Data visualization

(0)

Document management

4.6

(5)

Document storage

4.3

(14)

Drag & drop

(0)

Email management

4.1

(47)

Email marketing

4.1

(12)

Email templates

4.1

(21)

Email tracking

(0)

Field sales management

(0)

Forecasting

3.9

(12)

For insurance industry

(0)

For ipad devices

(0)

For small businesses

4.5

(8)

For startups

5.0

(1)

Interaction tracking

4.4

(24)

Internal chat integration

1.0

(1)

Lead capture

4.1

(22)

Lead distribution

4.7

(3)

Lead management

4.4

(67)

Lead nurturing

4.4

(5)

Lead qualification

4.0

(2)

Lead segmentation

4.5

(2)

Marketing automation

2.7

(6)

Mobile access

3.8

(22)

Mobile app

2.3

(4)

Multi-Channel communication

3.0

(1)

Opportunity management

(0)

Performance metrics

(0)

Pipeline management

4.2

(9)

Predictive analytics

3.5

(2)

Product catalog

(0)

Proposal generation

(0)

Prospecting tools

4.0

(1)

Quotes/Estimates

4.0

(6)

Real-Time notifications

5.0

(2)

Referral tracking

3.8

(6)

Reminders

3.8

(11)

Reporting/Analytics

4.3

(48)

Reporting & statistics

4.0

(7)

Role-Based permissions

(0)

Sales activity management

(0)

Sales forecasting

(0)

Sales pipeline management

4.5

(39)

Sales reports

(0)

Sales trend analysis

3.5

(2)

(0)

Search/Filter

3.7

(13)

Segmentation

4.3

(11)

Self service portal

3.0

(2)

Source Tracking

(0)

Support ticket management

3.8

(4)

Task management

4.3

(42)

Task scheduling

(0)

Template management

(0)

Territory management

(0)

Third-Party integrations

(0)

Web forms

(0)

Workflow management

4.0

(8)

Claritysoft CRM alternatives

Claritysoft CRM

4.5

(243)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.2

Value for Money

4.6

Customer Support

4.6

Salesforce Sales Cloud

4.4

(18.7K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.4

Value for Money

4.1

Customer Support

4.1

HubSpot CRM

4.5

(4.4K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.3

Customer Support

4.4

Zoho CRM

4.3

(6.9K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

Claritysoft CRM pricing

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Professional

/user

Per month

Features included:

500 Emails/Day
Account & Contact Management
Account & Contact Merge
Activity Feed
Calendar Management
Customizable Email Signatures
Email Integration
Email Templates
Email Tracking
Gmail Integration
Lead Management
Mobile Apps (Andriod & Ios)
Offline Access
Outlook Calendar Sync
Outlook Contact Sync
Outlook Integration
Price Quotations
Products & Pricebook
Relationship Linking
Sales Pipeline Management
Scheduled Outbound Email
Task & Event Management

Accelerator

/user

Per month

Features included:

Account Merging
Activity Feed
Calendar Sync
Custom Activities
Customizable Signatures
Custom Modules
Custom User Groups
Email Tracking
Lead and Task Management
Mail Merge
Offline Access
Outlook Integration
Pipeline Board View
Product and Pricebook Creation
Support Web Forms
Workflow Automation

Enterprise

/user

Per month

Features included:

Account Merging
Activity Feed
Calendar Sync
Custom Activities
Custom Calculated Fields
Customizable Signatures
Custom Modules
Custom User Groups
Data Archive
Email Tracking
Lead and Task Management
Mail Merge
Offline Access
Outlook Integration
Pipeline Board View
Product and Pricebook Creation
Support Web Forms
Workflow Automation

User opinions about Claritysoft CRM price and value

Value for money rating:

4.6

Of 20 reviews that provide robust commentary on Claritysoft CRM's price and value, mention it in a positive light.

Most reviewers indicate Claritysoft CRM offers strong value for money, highlighting its affordability compared to more expensive CRM options while still providing robust features. They appreciate the transparent, flat-rate pricing without hidden fees or forced upsells, and note that customization and essential functionalities are included at a reasonable cost. Some users say the platform balances features and price well for small and mid-sized businesses. A few reviewers feel Claritysoft can be pricier than some alternatives or mention that self-configuration can be challenging when trying to minimize costs.

, and

Claritysoft CRM integrations (6)

Integrations rated by users

We looked at 243 user reviews to identify which products are mentioned as Claritysoft CRM integrations and how users feel about them.

Microsoft Outlook

Integration rating: 4.2 (22)

Gmail

Integration rating: 4.7 (9)

“It makes it easy to schedule events with other Gmail users.”

Rylie P.

Communications Coordinator

Microsoft 365

Integration rating: 4.7 (4)

Zapier

Integration rating: 4.5 (3)

“Automates lead flow and internal processes. We use it to push form submissions into Jobber, trigger follow-ups, and keep everything synced without manual entry. Saves time and prevents missed leads.”

Bruce M.

General Manager

Google Calendar

Integration rating: 5.0 (2)

“Love my google calendar”

Stacey S.

Onwer

QuickBooks Online Advanced

Integration rating: 5.0 (1)

Claritysoft CRM customer support

What do users say about Claritysoft CRM customer support?

Customer support rating:

4.6

We analyzed verified user reviews to identify positive and negative aspects of Claritysoft CRM customer support.

Widespread user sentiment highlights Claritysoft CRM's customer support as responsive, knowledgeable, and genuinely invested in user success.

A fair number of users appreciate the team's willingness to adapt the product and implement requested changes quickly.

Multiple users note the ease of reaching support staff, with extended availability and direct access to helpful, real people.

A portion of reviewers value the thorough training, patient guidance, and proactive follow-up provided during onboarding and beyond.

Support options

Phone support

Email/help desk

Chat

Knowledge base

Faqs/forum

Training options

Webinars

Videos

In person

Documentation

Live online

To see what individual users say about Claritysoft CRM's customer support, check out the review snippets below.

“Their support team has been awesome at assisting when questions or issues come up. ”

Matt F.

Support and IT

“The tabs on clients' projects make it very easy to keep things organized and find relevant information.”

Joshua L.

Academic Tutor

“When the system is down for maintenance, it does not always inform you that is the reason you can not log in.”

Roxanne T.

Sales Consultant

Claritysoft CRM FAQs

Q. What is Claritysoft CRM used for?

Claritysoft CRM is a customer relationship management software designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM offers SMBs and large enterprises a single and centralized platform from which to manage customer contacts, accounts and sales activity. Incorporating scheduling, tracking & searching functionality, Claritysoft CRM aims to deliver a smart CRM solution. In order to manage customer relationships effectively, Claritysoft CRM equips users with the tools to add contacts, notes and activities easily. By centralizing customer information, Claritysoft CRM enables users to access important customer details quickly and conveniently. To enhance user productivity, Claritysoft CRM allows users to import, export and segment accounts as well as add custom fields and generate account reports. Besides contact management, Claritysoft CRM facilitates efficient activity management by allowing users to schedule tasks, to-dos and activity reminders. With an online calendar, Claritysoft CRM permits users to create and share details of meetings, appointments and events. Further to team activity management, Claritysoft CRM enables users to manage leads, sales and pipeline activity straightforwardly with data import, export and tracking technology. Claritysoft CRM employs an email marketing module which allows users to create and send branded professional mass emails to customers simply using email templates. With email tracking functionality, users can gain valuable insight into their marketing performance by analyzing and evaluating email correspondence analytics. Furthermore, with the Claritysoft CRM price quotes feature, users can produce accurate quotes and proposals.

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