Claritysoft CRM Pricing Plan & Cost Guide

Claritysoft CRM

User-friendly customer relationship management software

4.48/5 (102 reviews)

Claritysoft CRM Pricing

Starting from: $39.00/month

Pricing model: Subscription

Free Trial: Available

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.

Competitors Pricing

Zoho CRM

Starting from: 20.00/month
Pricing model: Free, Subscription
Free Trial: Available

Zendesk Sell

Starting from: 19.00/month
Pricing model: Subscription
Free Trial: Available

YourMembership

Pricing model: Subscription
Free Trial: Available

Commence

Starting from: 19.00/month
Pricing model: Subscription
Free Trial: Available

SurveyMonkey

Starting from: 25.00/month
Pricing model: Free, Subscription
Free Trial: Available

Claritysoft CRM Pricing Reviews

Pros

  • You will have nothing but positive feedback from this software, it is so useful, the email system, when you link it to your Outlook Calendar is amazing as well.Camille D.Read the full review
  • You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be.Jim H.Read the full review
  • I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.Jeff H.Read the full review

Cons

  • The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.Matt W.Read the full review
  • We had employees refuse to use it because they were so frustrated.Verified ReviewerRead the full review
  • Early on in our use of ClaritySoft, we had a problem that needed to be addressed.John V.Read the full review
98%
recommended this to a friend or a colleague

22 reviewers had the following to say about Claritysoft CRM's pricing:

Michael M.

Easy to use but implementation with email integration has been slow.

Used weekly for less than 6 months
Reviewed 2018-01-18
Review Source: Software Advice

I recommend this software based on its ease of use and affordability with a flat rate and low implementation costs.

Pros
Software is easy to use and creates the information that we as a small community bank are looking for to manage our pipeline and prospects. Price is right for what you get and much more affordable than industry standards. Training with online/youtube options has been very good.

Cons
Implementation with email has been slow due to issues in our Kerio email. Data filters are very sensitive to syntax and can be annoying to deal with.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Marie W.

The most attentive support team! Genuine concern their product fits your specific needs.

Used daily for 1-2 years
Reviewed 2018-04-10
Review Source: Capterra

Organized sales calls, accurate monthly reports, mobile app makes field work a breeze. User friendly, customized to our needs - all at an exceptionally low cost. ANY organization or company can afford this CRM.

Pros
Keeps sales goals organized; extremely user friendly; phone app makes working in the field a breeze. Customer support and customized reports are stellar!

Cons
I have NONE. The entire ClarifySoft Team is supportive with quick responses. The only con I have is that I didn't find this CRM sooner.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mike B.

A Perfect Solutions for the SMBs

Used daily for less than 6 months
Reviewed 2021-04-26
Review Source: Capterra

We moved from spreadsheets to SalesForce back to spreadsheets to Zoho now to ClaritySoft. ClaritySoft gives me the capabilities I looked for in SalesForce, all of what was missing in Zoho, took away the chaos of spreadsheets, at a price that worked for our business.

Pros
A fully integrated system that scales well allows for the customization for a complete business, but not at the cost of many of the overly complex enterprise systems. I particularly appreciated how our account manager customized the plan/pricing to our needs and worked with us to get the platform we needed at the cost we could afford. Also, the ongoing training that is provided is EXCELLENT! Thanks, [SENSITIVE CONTENT HIDDEN]!

Cons
The original plan we signed up for didn't have some of the basic capabilities we thought would have been included. Although we weren't "happy", our account manager provided an acceptable solution. Thank you, [SENSITIVE CONTENT HIDDEN]!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Samantha T.

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.

Pros
- 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

Cons
- 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
Features
Customer support

Likelihood to recommend: 5/10

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Matthew J K.

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.

Pros
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.

Cons
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
Features
Customer support

Likelihood to recommend: 10/10

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Melissa A.

Great value for the money and functionality to boot.

Used daily for less than 6 months
Reviewed 2016-12-02
Review Source: Software Advice

We had been using other CRM's in our business for double the price we are paying for Claritysoft and way less customer service....so glad we made this change to Claritysoft because it has increased our usage and functionality

Pros
Functional - easy to use and understand Monthly training at both beginner and advanced levels Technical support for the product Way better value for the money than what we were using originally

Cons
No real app for off desk usage other than internet based use (still has a web based smart phone usage from browser but not an APP)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Mandy A.

Great CRM

Used monthly for less than 6 months
Reviewed 2016-11-17
Review Source: Software Advice

Our sales staff loves ClaritySoft. The system is easy to use and they provide great monthly training.

Pros
Monthly Training, ease of use, and great price!

Cons
None

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jeff H.

Easy to work with

Used daily for less than 6 months
Reviewed 2020-11-17
Review Source: Capterra

Almost instant service. Everyone is pleasant and genuine. No complaints and they are able to offer suggestions to assist with staff implementation.

Pros
I really like the training, technical support and quotation module. I like that we can set it up and customize the way we want it. I also liked that is was simple to get a fair price from Clarity and not some drawn out process with a large price tag.

Cons
I would like to see the drip marketing and mobile task integration - It is coming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Hunter E.

Claritysoft CRM saved us time and money!

Used daily for less than 6 months
Reviewed 2016-07-20
Review Source: Capterra

Before we decided to use Claritysoft, Me and my team had disagreed on Microsoft Dynamics or Claritysoft. After, two weeks, we finally picked Claritysoft and we are glad we did! It was so much easier to use then Dynamics and the support is free! The program is way better then Dynamics and even has more features! Matt and Susan are good about checking up on you and take their jobs seriously, so no matter what, someone is checking up on you! Thanks guys!

Pros
How Easy it is for our Employees. The price is number one for us! Support is amazing, They help you with every little thing!

Cons
We did have one con about the Reports, but Matt just informed me they are releasing a Expert Report manager soon! This clears this con up:)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Darcel M.

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.

Pros
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.

Cons
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
Features
Customer support

Likelihood to recommend: 10/10

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Brenda R.

Very small business glad we went with Claritysoft

Used daily for less than 6 months
Reviewed 2019-04-18
Review Source: Software Advice

We’ve been slowly integrating it into our workflow for about three months now. We hadn’t used this type of software before and were tempted to go with a cheaper or free version. But the programs we researched did not have the features we needed and seemed very clunky to use. We are working out synchronization issues with Outlook (trying to eliminate duplication of reminders, contacts, etc). It has really helped us figure out our marketing goals. Now we have content developed and are testing our first email campaign. The support team is fantastic!

Pros
The live training was crucial. Not because the software is difficult to use, but because we saved so much time with Claritysoft walked us through the process. We also discovered ways of using it that we hadn’t thought of yet. The graphics and general user interface design were very important to us and Claritysoft scored high is this area. It's customizable and fun.

Cons
Apparently there is no way to set recurring meetings. This is a major flaw.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Aryn L.

Great for small businesses

Used weekly for less than 6 months
Reviewed 2019-08-20
Review Source: Capterra

Our medical practice uses Claritysoft CRM as a way to organize and track referring physicians and the referrals that they send to our office. As the Marketing Director, I am in the field visiting these offices. The software allows me to easily sort offices by location (which I designated my own "territories") and also allows you to pull up a Google Map on your phone - which is great when you are on the road. The customer service support was great at helping me with set-up and answering my questions. The technical support was also able to add a feature at my request.

Pros
Claritysoft offered the most effective CRM solution for our office at a price reasonable for small businesses. I also liked how much I was able to customize the database and fields to fit the software for my specific use.

Cons
This software can do A LOT - much more than what I need it for. That can sometimes be confusing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Jared T.

Providing clarity to your business process

Used daily for 2+ years
Reviewed 2017-01-05
Review Source: Capterra

We have been using ClaritySoft since January 2013 and couldn't be happier with the software. Both online and offline versions work well with our business, and Clarity is quick to rectify any issues with its great support team. I would recommend ClaritySoft to any business looking to track sales activity quickly and effectively.

Pros
I like the ease of use and value for money.

Cons
The offline version syncing with the server can sometimes be a little bit slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Betsy H.

Great Value for Intuitive CRM that Our Staff Uses

Used daily for 2+ years
Reviewed 2020-03-10
Review Source: Capterra

CRM that's easy to use and very cost-effective.

Pros
Switching CRM systems is agonizing, no doubt about it, but we had not choice when our previous provider went out of business. Claritysoft was a great choice for us. Intuitive, relatively simple, and with great support in the transition. Among other things, we had struggled with getting our sales staff to use our CRM (our customer service and implementation staff depended on it). Now, all are using the system and we have built our database substantially.

Cons
We have a relatively large database (200,000+ records) and it is sometimes slow. But it does work, at far less cost than other systems. Over the years, we have found bugs. The good news is that the support and development team are very responsive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Matt W.

Best and Easiest CRM

Used occasionally for 2+ years
Reviewed 2020-10-07
Review Source: Capterra

This CRM really is great. On top of being super easy to set up and use, they also have excellent customer support. Actually maybe the best customer support that I’ve ever dealt with. They also have a very easy to use mobile app.

Pros
Claritysoft is the easiest CRM that I have ever used. The implementation costs are extraordinarily less expensive than their major competitors. User adoption is much higher. Do yourself a favor and demo this product, no matter how large or small your business is.

Cons
The only thing missing that I can think of is that there was no built in social media as a standard part of the platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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John S.

Claritysoft is a very professional and customer friendly organization with a good tool and awesome personnel.

Used occasionally for less than 6 months
Reviewed 2017-05-18
Review Source: Software Advice

Pros
The service and help is great! The sales people have helped me understand what they have to offer, answer questions quickly, etc. It overall seems like a great product.

Cons
I can't say that I am aware of many cons other than the fact that it would be great to have one big bulk price for all the different things clarity soft brings to the table. Or maybe even have the different features as an add-on for only a few people as opposed to everyone who may not use certain features

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 8/10

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Mark A.

Great Functionality with a simple interface and excellent usability

Reviewed 2015-07-09
Review Source: Capterra

Claritysoft offers the functionality of big or popular packages with an easer interface and quick customization. This has enabled us to tailor the product to our exact market quickly and improve acceptance and use in the company. One absolute key that most companies miss is the ability to work when not connected. This is important for use in the field in the western US and has also has provided us with additional utilization of "Plane Time", resulting in more satisfaction among users. Give Claritysoft a careful look before you choose a CRM, full features and more at a competitive price

Rating breakdown

Ease of use
Customer support

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Nora F.

Easy-to-use CRM System. Excellent Customer Support.

Used weekly for less than 6 months
Reviewed 2021-04-23
Review Source: Capterra

We were using Salesforce, which is an expensive beast with too many bells and whistles that are lost on a mid-sized company. Claritysoft offered the lead and pipeline management tools we needed with the ability to easily customize fields and the interface to make it VERY easy for our sales team to use. Also, Claritysoft's support team has been AMAZING, providing training and tech support as needed to make the transition away from Salesforce extremely easy.

Pros
As a CRM system, Claritysoft is very easy to use and we love that we can hide features our company doesn't use, such as invoicing and support ticketing, to streamline the interface.

Cons
The email marketing features are very basic and the email design program is clunky. This is definitely a weak area for Claritysoft, which I know they are replacing, but at the time of this review I've not seen the new module. Additionally, there are no email marketing automation features to auto send emails to customers - something I hear Claritysoft is adding, but haven't seen/used it personally to be able to comment on.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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cathleen m.

Claritysoft review for medium size manufacturer

Reviewed 2017-01-05
Review Source: Capterra

We compared Claritysoft to Zoho, Sales Force, and a few other smaller CRM systems. Claritysoft was chosen for the following reasons: ease of customization; USA based tech support, intuitive interface, easy reporting, & affordability. We've been using Claritysoft about 15 months (25 users), and it has met most of our expectations. When there is a problem, the support staff is always helpful and friendly, plus you don't get stuff in voice mail hell - just press 2 for tech support!

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Marc M.

Great CRM for the money - feature rich

Used daily for 6-12 months
Reviewed 2021-03-11
Review Source: Capterra

As a sales consultant, I customize or deeply a CRM very every client I work with. I have seen may=ny CRM's. Claritysoft is the best value for the money that I have found. Beyond that, their support is fantastic. The time to get help and the level of support make my job much easier. The add-on marketing module is a great tool also.

Pros
Ease of use and the capability for customization. The action plans and workflow functions are great for support a sales process.

Cons
There are a few areas that could be improved. 1. Multiple Pipelines are great – need to align sales stages by Pipeline name. The way the system is set up now, all of the sales stages are in one list. This works as long as you name each stage uniquely. For instance, if you have two pipelines, one called Installer, and one called distributors, and you have a stage called select targets, you can apply that stage to both pipelines. If you add an opportunity to the Installer pipeline and put it in stage Select Targets, it will show in both pipelines. This becomes confusing for the sales team because it shows in both places. Most CRM’s that have multiple pipelines take the Pipeline down to the Stage level. If you Have Pipeline 1 and Pipeline 2, you create stages that are linked only to that Pipeline. This keeps them separate and doesn’t have any stages that would show on multiple pipelines. In the gatewaycomposites database, I created Pipeline 1 and Pipeline 2; I put the Stage AAAA - stage in both and created two opportunities that should be in two different pipelines, this stage shows in both pipelines. When you create an opportunity, you assign it to the Pipeline it belongs to, and then select the stage from that Pipeline. 2. Is it possible to have the notes from all of the contact records from an account shown at the account level? This would give an easy place to see a complete history of notes for an account. The same would be good for Closed activities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jim H.

Claritysoft cares about their customers!

Used daily for less than 6 months
Reviewed 2021-02-19
Review Source: Capterra

I have nothing but positive things to say about my experience with everyone I have interacted with at Claritysoft. They care and are eager to help! That is a very refreshing experience. Also when you call you are speaking to folks in the U.S.

Pros
Claritysoft is an easy product to use. You can customize it to fit your business needs. You do not have to hire a third party company to make all the changes so your sales team can and will use the CRM. Claritysoft is eager to help make your experience the best it can be. You are not just a number, but you are a valued customer and they treat you like that. The CRM is laid out in a logical process which makes it easy to use.

Cons
This is not an aspect of the software but an issue when setting everything up at the beginning. There are a lot of technical things that need to be entered in order to have everything sync. If you are not technical I suggest you call Claritysoft's support line and they will walk you through it. Save yourself hours of frustration. Their support is excellent!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mark S.

Claritysoft CRM-A Very Good CRM System

Used daily for 1-2 years
Reviewed 2016-07-19
Review Source: Capterra

Claritysoft CRM has most all of the features of much more well known and pricier CRM products at a much lower price point. We tried out about 7 different CRM systems during our evaluation period and found that Claritysoft had by far the best bang for the buck. We took advantage of each product's free 14-30 day trial and put each product through some fairly rigorous testing. We attempted to develop a standardized trial process that gave us an idea of ease of use and functionality of each product that we tested. We tried to gauge how difficult it was to import account and contact data, how their activity tracking worked (including email interface and inbound/outbound phone calls) and how to set up alarms for future activities. We also manually entered contacts, accounts, opportunities and quotes. Any questions that we had were very quickly addressed by our Account Manager, Matt Welch, and their Technical Support Team. We are a fairly small company and as such, only have a need for a few licenses. I have never gotten the feeling that our account was not worth as much as much larger organizations with many more users. I have dealt the Founder, our Account Manager, Accounting and all of their Technical Support Engineers and in each and every case have been made to feel like I am their most important customer.

Pros
The system is very intuitive and was very easy to learn. It has all of the features of the most popular CRM systems and the ability to customize almost every module to fit your business needs. There are both cloud (Online) and desktop (Offline) versions available. Each system type has certain advantages so I actually use both in my office. There is also a mobile version available which is excellent when out in the field. I don't use this much since I have a smaller smart phone and don't have access to a tablet. Claritysoft's email capabilities are outstanding. It can be configured so that interfacing with Outlook is almost seamless and it is very easy to develop templates for mass mailings. The Technical Support team is outstanding. If we have any issues I am almost always able to talk to a live person when I call their 800 number. The few times that I have had to leave a message I have received a call back within 15 minutes. Most of my challenges have been trying to figure out how to do something out-of-the-ordinary in the system and they are very willing to show me how to perform my desired function or give me a very viable "work around". As with any software, their system occasionally has a few minor "bugs". These have always been fixed in a very timely manner (and I am always alerted to the fact that there is a fix in place). They frequently upgrade the product and are very open to suggestions on new features to incorporate or how to improve functionality.

Cons
We don't use the quotation module much due to the fact that it doesn't lend itself to our type of business or provide the image that we are looking to project in our industry (Litigation Services to attorneys and insurance companies). Although we don't normally have the need to do many mass mailings (USPS, not email), the ability to generate letter templates is not available. In the instances when we do have need to do a mass mailing we have exported the contact data out of Claritysoft to an Excel spreadsheet (which is a very simple task) and performed a mail merge in MS Word.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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