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Claritysoft CRM Logo

User-friendly customer relationship management software

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Claritysoft CRM - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: July 2026

Claritysoft CRM overview

Based on 255 verified user reviews

What is Claritysoft CRM?

Claritysoft CRM is a CRM tool offering key features such as lead management and contact management, among others.

Who uses Claritysoft CRM?

Reviews for Claritysoft CRM come from a wide variety of industries, including Education Management (7% of reviewers), Construction (6%), and Hospital & Health Care (5%). The most frequent use case for Claritysoft CRM cited by reviewers is CRM (72% of reviewers).

What do users say about Claritysoft CRM pricing?

Most reviewers indicate Claritysoft CRM delivers strong value for money, citing its affordability, essential features, and clear pricing. Some users report satisfaction with flat-rate costs, though a few reviewers feel customization could be more inclusive.

Starting price

49per user /
per month
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Alternatives

Claritysoft CRM’s user interface

Ease of use rating:

Claritysoft CRM review summaries overview

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

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(103)
5(148)

What do users say about Claritysoft CRM?

Users say Claritysoft CRM is user-friendly and easy to navigate, helping them organize contacts, track sales opportunities, and manage customer relationships in one place. They appreciate the high degree of customization, which lets them tailor the platform to their business needs. Many praise the responsive customer support and helpful training resources, including videos and live sessions. They also find it affordable compared to competitors like Salesforce and Zoho, offering strong value.

Reviewers value the reporting tools, dashboards, and Outlook email integration for logging communications. However, some feel the email marketing and reporting features are basic or limiting. Others mention occasional slowness, a learning curve, and a need for more customization options and automation.

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Who uses Claritysoft CRM?

Based on 255 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Education Management
Financial Services
Construction
Retail
Others

Use cases

CRM
Sales Tracking
Lead Management
Small Business CRM
Lead Capture

Claritysoft CRM's key features

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

CRM
Contact management
Prospecting tools
Lead capture
Lead segmentation
Task management
Reporting/Analytics
Workflow management
Campaign management

All Claritysoft CRM features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
Alerts/Notifications
API
Appointment scheduling
Assignment management
Automated routing
Calendar management
Calendar/Reminder system
Calendar sync
Campaign management
Channel management
Client management
Collaboration tools
Commission management
Configurable workflow
Contact database
Contact management
Contract/License management
Conversion tracking
CRM
Customer database
Customer segmentation
Customizable branding
Customizable fields
Customizable reports
Customizable templates
Dashboard
Data import/export
Data visualization
Document management
Document storage
Drag & drop
Email management
Email marketing
Email templates
Email tracking
Field sales management
Forecasting
For insurance industry
For ipad devices
For small businesses
For startups
Interaction tracking
Internal chat integration
Lead capture
Lead distribution
Lead management
Lead nurturing
Lead qualification
Lead segmentation
Marketing automation
Mobile access
Mobile app
Multi-Channel communication
Opportunity management
Performance metrics
Pipeline management
Predictive analytics
Product catalog
Proposal generation
Prospecting tools
Quotes/Estimates
Real-Time notifications
Referral tracking
Reminders
Reporting/Analytics
Reporting & statistics
Role-Based permissions
Sales activity management
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Search
Search/Filter
Segmentation
Self service portal
Source Tracking
Support ticket management
Task management
Task scheduling
Template management
Territory management
Third-Party integrations
Web forms
Workflow management

Claritysoft CRM alternatives

Claritysoft CRM logo
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Starting from

49

/user

Per month

Free trial
Free version
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Features
Value for Money
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7

/user

Per year

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14.99

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HubSpot CRM logo
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20

/user

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Claritysoft CRM pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Professional

49

/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

59

/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

69

/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:

Of 33 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 competitors and appreciating that it includes essential CRM features without unnecessary extras or hidden costs. They say the platform provides a good balance between functionality and price, with flexible customization options and straightforward pricing plans tailored to business needs. Some users report satisfaction with the flat-rate pricing and low implementation costs. However, a few reviewers feel Claritysoft can be expensive relative to some alternatives or wish for more included customization at the current price.

, and

Claritysoft CRM integrations (6)

Integrations rated by users

We looked at 255 user reviews to identify which products are mentioned as Claritysoft CRM integrations and how users feel about them.

Integration rating: 4.2 (23)

Gmail logo
Gmail

Integration rating: 4.7 (9)

We sewnd out visit remidners and invoicing so its vital that email is connected.

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Jordan C.

Chief Operating Officer

Integration rating: 4.8 (5)

Use of my companies' SharePoint site seamlessly integrates with PICMS.

Verified reviewer profile picture

John S.

Director

Integration rating: 4.5 (3)

Can be very helpful for connecting other software

Verified reviewer profile picture

James W.

Salesforce Administrator

Integration rating: 5.0 (2)

We were promised QB integration by Alex in the beginning and were "grandfathered in" because of our early start with Digitail, but the QB integration has never worked correctly

AN

Amy N.

veterinarian

Integration rating: 5.0 (2)

Google Calendar integration kept appointments synchronized automatically, reducing scheduling conflicts and making it easier for staff to stay updated without manual calendar management.

Verified reviewer profile picture

Jayashree B.

Senior Technical Consultant

Claritysoft CRM customer support

What do users say about Claritysoft CRM customer support?

Customer support rating:

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

A large number of users highlight Claritysoft CRM's customer support as responsive, knowledgeable, and eager to help resolve issues.

Multiple users appreciate the support team's willingness to customize the product and provide ongoing assistance tailored to their needs.

A fair number of users mention fast response times, with support often available late into the evening and rarely any long wait times.

Many reviewers value the professionalism, patience, and thoroughness of the support staff during onboarding, training, and troubleshooting.

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.

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

JL

Joshua L.

Academic Tutor

“Claritysoft has been and given everything our organization could want: ease of use, measurable searches, and the best customer service ever!”

KS

Kathy S.

CMO

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

RT

Roxanne T.

Sales Consultant

Claritysoft CRM FAQs

Q. Who are the typical users of Claritysoft CRM?

Claritysoft CRM has the following typical customers:
Mid-size Business, Large Enterprises, Small Business, Freelancers

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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.


Q. Does Claritysoft CRM support mobile devices?

Claritysoft CRM supports the following devices:
iPad, Android, iPhone


Q. What level of support does Claritysoft CRM offer?

Claritysoft CRM offers the following support options:
Phone Support, Email/Help Desk, Chat, Knowledge Base, FAQs/Forum

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