Claritysoft CRM Pricing, Features, Reviews & Comparison of Alternatives

Claritysoft CRM

User-friendly customer relationship management software

4.4/5 (70 reviews)

Claritysoft CRM overview

What is Claritysoft CRM?

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.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Canada

Supported languages

Claritysoft CRM screenshot: Track & analyze sales activityClaritysoft CRM UsabilityClaritysoft CRM screenshot: Add contact detailsClaritysoft CRM screenshot: Search & review activities Claritysoft CRM screenshot: Organize online calendarClaritysoft CRM screenshot: Generate accurate quotesClaritysoft CRM screenshot: Manage user access controlsClaritysoft CRM screenshot: One CRM on all platformsClaritysoft CRM screenshot: Utilize Claritysoft CRM's mobile-friendly design

Claritysoft CRM reviews

Value for money
Ease of use
Customer support
Matthew J Krebs

Great product, great team! Highly recommended

Used daily for 6-12 months
Reviewed 2019-08-12
Review Source: Capterra

Tremendous. Better than we even anticipated. I've used Bitrix, Insightly, Hubspot, and Salesforce in the past and Claritysoft is better. At the price point I feel the value is much better.

Broad features and functionality, easy enough to customize. Excellent customer service. Claritysoft makes you feel like their most important customer. They also allowed us to reserve some implementation hours. Thanks [SENSITIVE CONTENT HIDDEN] for your service! Mobile, Outlook, and Browser tools.

We've very occasionally seen a lag in pages loading in Claritysoft Live As they've transitioned to the cloud based product, there are certain user types available for selection that are deprecated.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Darcel Marxen

Customer data is safe and we know what, who and where.

Used daily for 6-12 months
Reviewed 2020-06-19
Review Source: Capterra

Supported well with great, timely and knowledgeable customer service. Priced right for an easily customizable CRM. Gives us the peace of mind that our data is secure, yet accessible from any platform.

We needed a safe place to keep client data and be able to analyze data for sales decisions going forward. We tried another company and were just frustrated until we found Claritysoft. They have great customer service, and we have customized with ease. We were up and running in a matter of days. We feel confident that out data is safe and secure, yet available from any platform being used in our insurance sales process.

In the sale of insurance we receive commissions. We would like to be able to go into a contact, list the sale as placed and paid. Post the commission amount from a drop down list of sources. Amounts would vary.

Response from Claritysoft

Hi Darcel,

Thank you for your feedback! Your review is greatly appreciated.

If I correctly understand what you wish to accomplish with varied commission rates for different sources, you may be able to accomplish this by utilizing calculated custom fields. For additional details, please contact our support team.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Samantha Testa

Clarity Soft Review

Used daily for less than 6 months
Reviewed 2017-01-17
Review Source: Software Advice

Overall this software is very easy to use, has a simple menu bar and a good layout. It was not difficult to learn and the implementation process was faster than other programs I have used in the past. This software definitely will work for the right company, but has a very specific sales process that must be followed in order to get results. It is best used for company's that need a separate opportunity field from a quotation field. There are some options in the opportunities section that are not in the quotations field and vice versa, which makes entering in customer projects difficult. One thing that was beneficial was the custom options field that allows the administrator to create custom fields without the assistance of Clarity Soft. I wish they would allow more fields and menu bars to be custom, but for the price, it is pretty versatile. Some of the best features of this program include the advanced search and offline program. The advanced search allows you to sort, export and run custom reports to help track ROI and manage customer projects. The offline version of Clarity Soft is also extremely helpful when our sales team is on the road traveling. This allows them to continue working when on a plane or in a car without the use of the internet. A negative feature of the program is the lack of customization to the overall layout. Most features are set in place and you must work with that setup. Also, the program has a lot of glitches that need to be worked out internally. For example, we could enter in a field and it won't show up until a later time or an email didn't attach itself to the correct account. Most of the time we have to either hit the refresh button multiple times or even sign out of the program and sign back in for entries to show up. Also, it is confusing when you are working with the email part of the software because you must have the offline version open on your computer in order for it to save emails to Clarity Soft. One thing that I would like to warn people when choosing this software is working with the Clarity Soft sales team. When we were first looking into the software they gave us a free trial to see how it would fit with our sales process and sales team. Once the trial ended they charged us for a year contract and the sales person said that she had no recollection of ever starting a trial with us. The sales person was extremely manipulative and very rude during the entire process. In the end, higher management apologized and fixed the issue for our company and since then there have not been any further issues. With that being said the technical support team has been very helpful answering any questions and assisting us with our training.

- Administrator able to change some custom fields - Easy to use and easy to learn - Advanced search is great for tracking ROI - Good value for the price - Good technical support

- Simple but limiting layout - Glitches in software - Difficult email integration - Poor sales management

Response from Samantha

Hello Samantha,
Thank you for submitting your review of our CRM solution. Claritysoft CRM was developed to be highly customizable and empower users to tailor the interface to meet their specific requirements. Please contact our support and services team and allow us to explore the difficulties you've encounter in closer detail. We are eager to assist and help you overcome any challenges you are experiencing.
The customer experience is paramount to us at Claritysoft. It is truly the aspect of our business that all team members are driven by. Our sales staff hold prospective customers in the highest regard and always approach the sales process in a consultative and helpful manner. Your particular account rep at the time is no exception. It is truly frustrating when miscommunications occur and unintended impressions are given. But please rest assured, this account rep is of the highest character and would never intentionally mislead a customer or engage in behavior that would compromise her integrity or that of Claritysoft.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 5/10

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Richard Cormier

A solution to truly fit my growing needs

Used daily for less than 6 months
Reviewed 2020-03-31
Review Source: Capterra

I started with ClaritySoft because I could see a spike of activity coming in my business and I needed a safe place to organize my contacts and notes. I am so glad I made the move when I did. I am learning better how to work with it everyday and am learning to make it part of my daily work-flow. I have to say that the sales & support staff make you feel so welcome - like they really have your back. The fact that they truly listen and encourage questions make a big difference for me - making me feel better about using ClaritySoft everyday now and into the future.

ClaritySoft is flexible in how it works and how it looks on the screen - all of which impact its effectiveness for my own purposes. I have been able to configure it to do what I need and am confident knowing that I can amend things if I need to and there is lots more horsepower to reach when I need it.

I had some challenges with an import (with notes), but I also realize that there are limitations to CSV importing notes - and that is just the way it is.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 9/10

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Davina Ford

Simple Intuitive Control of Customer Relationships with Claritysoft CRM

Used daily for 1-2 years
Reviewed 2019-08-20
Review Source: Capterra

Claritysoft has revolutionized our customer relationship management. We previously used Salesforce, but received no support and their system became expensive and complicated. After switching to Claritysoft we were able to easily create routine communications, manage calendars more efficiently, create business rules to remind associates of the small things, easily establish template emails and much more. Our clients actually thank us for communications and compliment the simplicity of the communication. Claritysoft's tech support rocks! They are the best. No question is too small . They always find a solution and follow-up. AMAZING!

The greatest benefits of Claritysoft include: simplicity, intuitive nature, webinars and help functionality and a tech support team that actually performs!

The greatest challenge with Claritysoft is the downfall of all database management systems: they take time to learn and garbage in equals garbage out.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Claritysoft CRM pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Choose the Claritysoft CRM pack that's right for you. With 3 versions available, and the option of adding individual features as needed, you can tailor your CRM solution to your exact specifications. Get your work done without paying for functionality you don't need and won't use.
Start with the already robust and comprehensive Professional Pack, or the expanded and broad Accelerator Pack, and add more features as needed. Or explode into action with the complete CRM Suite. A full arsenal of Claritysoft's all-encompassing, powerful and extensive tools, including Claritysoft's outstanding Marketing, Projects and Help Desk Modules. With Claritysoft CRM you'll find, or create the exact CRM you need. Pricing starts at $39 per user/month, billed annually.

Claritysoft CRM features

Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Database
Contact Management
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Email Integration
Reporting & Statistics
Third Party Integration

Customer Database (183 other apps)
Electronic Payments (159 other apps)
Social Media Integration (193 other apps)
Surveys & Feedback (167 other apps)

Videos and tutorials

Additional information for Claritysoft CRM

Key features of Claritysoft CRM

  • Activity management
  • Activity reminders
  • Activity steam workflow
  • Activity tracking
  • Appointment management
  • Assignment management
  • Calendar management
  • Campaign management
  • ClarityCRM mobile
  • Collaboration tools
  • Contact database
  • Contact management
  • Custom fields
  • Customer accounts
  • Customer portal
  • Customer segmentation
  • Customer support
  • Customizable branding
  • Customizable categories
  • Customizable dashboards
  • Customizable fields
  • Customizable reporting
  • Customizable sales process
  • Customizable templates
  • Data filtering
  • Data import
  • Data import/export
  • Document management
  • Drag & drop email designer
  • Email marketing
  • Email monitoring
  • Email templates
  • Email tracking
  • Event management
  • Group edit
  • Interaction tracking
  • Lead management
  • List management
  • Marketing automation
  • Meeting management
  • Microsoft Outlook integration
  • Microsoft Word mail merge
  • Offline access
  • Opportunities management
  • Pipeline management
  • Price books
  • Product catalog
  • Project management
  • Proposal generation
  • Quotation management
  • Quote management
  • Referral tracking
  • Relationship tracking
  • Reporting & statistics
  • Role-based permissions
  • Sales analytics
  • Sales automation
  • Sales forecasting
  • Sales orders
  • Sales reporting
  • Sales tracking
  • Search functionality
  • Secure data storage
  • Sync with Microsoft Outlook
  • Tagging
  • Task management
  • Task scheduling
  • Task tracking
  • Template management
  • Territory management
  • To-do list
  • Web forms / landing pages
View All Features


Claritysoft CRM offers a mobile-friendly design, affording users the flexibility to access their calendar, generate a price quote or assign an activity while on the move.

Thanks to the software's offline capabilities, Claritysoft CRM users can add tasks, meetings and notes without internet connectivity.

Claritysoft CRM employs role-based access control, serving to restrict access to sensitive CRM data and control the functions team members can perform.

Claritysoft CRM supports Outlook, Gmail and Zapier integration, and provides powerful API functionality.

Claritysoft CRM includes inbuilt email marketing templates and a drag and drop email designer, providing users with the tools to create and send professional marketing emails quickly and easily.