Claritysoft CRM vs Bigin by Zoho CRM

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

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

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

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.

Value for money

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).

Claritysoft CRM

Web-based

iPad

Android

Windows

iPhone

Pipedrive

monday CRM

Insightly

Dynamics 365

Zendesk Suite

NetSuite

SugarCRM

Odoo 

Nimble

Brevo

Professional

Accelerator 

Enterprise

New Member Engagement Coordinator

Overall, the platform provides a smooth and user‑friendly experience, with intuitive data tracking, a helpful calendar and activity/task list, and customizable views that make daily work easier.

Director of Business Development

It's also geared towards tracking "people" as leads and Opportunities, but we track Construction Projects at Radius Track, so although we make it work in the Opportunity module with customization, it's not idea especially when it comes to reporting and KPIs.

Sales Account Manager

Claritysoft CRM offers strong security, great value, responsive support, solid sales and lead management, easy search, and helpful workflow automation.

Project Manager

I like its customization options - we use it for a variety of types of contacts and communications and can effectively do so thanks to these capabilities.

Admin

Lead management is also simplified with an option to fill out fields denoting Lead Sources and first Point of Contact, making it easy to track which sources generate the greatest lead volume.

Sales and accounting management are also made easy, with sub-tabs under each Project specifically for Accounting info about the client, ie Payroll Item, Service Item, etc.

Academic and Test Prep Tutor

Claritysoft has really simplified managing my projects and keeping track of multiple loose ends, allowing me to focus more on the work at hand.

Customer support has been responsive and knowledgeable. While the interface feels somewhat dated and reporting and integrations can be limited compared to larger platforms, it has consistently met our core sales management needs.

For example, while you can save emails to clients' accounts with the handy Claritysoft email extension, these emails are saved either to the Client's Project or the Client's Account, but not necessarily both.

Registrar

When we transferred from our old database, we have contacts with duplicate contact records because they changed Accounts prior to the transfer. When we merge the contacts so all their projects are under one Contact record, it changes all the Account names to the most current Account. When we change the Account for the Contact at the Contact level, the new Account information doesn't update at the Contact level.

Marketing Coordinator

Many other CRMs come with a standard layout and their contact cards are so busy with information tabs we don't care about so its nice we can make these direct and simple.

Instructor

The email extension that saves and organizes correspondences on the site is also convenient and it's so good, we're required by our org to use it.

Academic Tutor

One of the few things I noticed is the lack of ability to add multiple contacts (phone numbers and emails) to a project.

I like how easy it is to use which includes how it tracks data, has a calendar, activity/tasks lists, stays logged in for a while so you do not have to keep logging in every five to ten minutes and the views are customizable very well.

Learning how to navigate Claritysoft can be somewhat counterintuitive, as locating the information you want in the fewest clicks possible takes some experimenting and refining.

General manager

A lot of the newer CRM's in the market offer ways to create clear pathways for each sales type. If this, than this, then this, then this, etc.

Director

There are certain small things that don't seem to make sense (phone numbers entered as plain text rather than uniform formatting), or being able to adjust column views based on the view you're using.

With features like Global Search and customizable Filters, it's easy to search for specific information and receive relevant results.

At this time, the only thing that has seemed difficult is adding the add-on in Outlook, and utilizing their email function but that could have been something on our end and not theirs.

Admin Asst

Some of the reports are hard to get to and when a calendar is full of activities it seems like it takes forever to load.

Sales Support

We love that "at-a-glance" we can see what other team members have done with the file, i.e. emails, notes, opportunities, leads, etc.

Inside Sales

I also learned alot of new features , ie how to move items around on lists, insert and remove etc.  

Adminstrative Manager

The contact information being siloed away from the project information, being siloed away from the client account is frankly a little strange.

Sales and Marketing Coordinator

I would say the limitations on a few of the filters and importing new data can occasionally be a bit frustrating

Office Director

Claritysoft has been terrific for our newer employees and has some really nice features for us (a mid-size private tutoring company that focuses on students in grades K-12.)

Tutor

Task and workflow automation is great, and the information finding is made simple with the UI.

Claritysoft can get a little balky if I open up a second browser tab to do the kinds of tasks mentioned above; our old CRM, while creaky and annoying, was easier to move between these different workflows.

Sales

Once the lead is converted to the opportunity and the customer decided to not move forward - it can NOT be converted back to the lead.

Sales Consultant

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

Managing Partner

The tool itself provides all the functionality you need from a CRM and none of the expensive extras that you will never use.

Medical Service Representative

With each day of updates, I require plenty of room for clarification and the app provides just that.

Overall, I would say that Claritysoft CRM is a good basis for data organization and management, and with some usability improvements, could even be great.

We also like the ability to move opportunities between stages by dragging them.

Attorney- Owner

It keeps my data on each of my clients in one place.

Pharmacy Automation Consultant

I really like how easy it is to navigate between different accounts, and I appreciate that it records closed activities while also allowing you to schedule open activities for the future.

The integration with QuickBooks was never great (but it existed) and now that integration is not longer even supported.  

You can see opportunities in board view and drag opportunities between stages easily.

There are quite a few bugs that come with the system and have plagued my days at work when using Clarity.

The high degree of user interface customizability also took some getting used to to be able to use effectively.

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

Investment account manager

I like the organization of clients and ability to search on the app.

Sometimes it can lag or be slow, but I think that’s just a byproduct of how many projects I have to manage.

I especially appreciate that it stays logged in for long periods, eliminating the need for constant reauthentication.

For the price and customization abilities, it works perfectly for us.

The ability to create Open-Activities to complete tasks in the future and receive reminders beforehand.

Billing

Systems locks up. When I adjust columns they will not always stay. When in history, it would  be nice to see the actual dates and times and activity is done rather than weeks.

Group Sales Representative

We had to customize it so that we could use it for our particular group.  

National Sales Director

I looked and many systems and this one provided us with the most amount of features for the money.

The availability of looking up a contact and being able to look at their emails & projects at a glance.

Vice President Commercial Banking

This is the CRM product chosen by the bank to manage its client base calling activities and pipeline reporting.   

Claritysoft CRM vs Bigin by Zoho CRM Comparison (2026)

Claritysoft CRM

Bigin by Zoho CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives