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Claritysoft CRM

User-friendly customer relationship management software

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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

Enterprises

Midsize Businesses

Top industries

Education Management

Construction

Hospital & Health Care

Information Technology and Services

Others

Use cases

CRM

Account Management

Sales Tracking

Lead Management

Small Business CRM

Claritysoft CRM's key features

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

Contact management

4.5

(89)

Customizable fields

4.2

(36)

CRM

4.6

(30)

Contact database

4.7

(29)

Customer database

4.6

(18)

All Claritysoft CRM features

Features rating:

4.2

(243)

For small businesses

4.5

(8)

Customizable reports

4.0

(1)

Prospecting tools

4.0

(1)

Configurable workflow

5.0

(1)

Activity dashboard

5.0

(1)

Activity tracking

5.0

(1)

Search/Filter

3.7

(13)

Interaction tracking

4.4

(24)

Data import/export

4.4

(26)

Lead distribution

4.7

(3)

Email management

4.1

(47)

Lead capture

4.1

(22)

Lead management

4.4

(67)

Email marketing

4.1

(12)

Task management

4.3

(42)

Sales pipeline management

4.5

(39)

Lead segmentation

4.5

(2)

Appointment scheduling

4.4

(7)

Calendar/Reminder system

4.3

(18)

Mobile app

2.3

(4)

Assignment management

3.7

(3)

Reporting/Analytics

4.3

(48)

Reporting & statistics

4.0

(7)

Email templates

4.1

(21)

Lead nurturing

4.4

(5)

Dashboard

(0)

Real-Time notifications

5.0

(2)

Sales trend analysis

3.5

(2)

Support ticket management

3.8

(4)

Mobile access

3.8

(22)

Reminders

3.8

(11)

Segmentation

4.3

(11)

Pipeline management

4.2

(9)

Workflow management

4.0

(8)

Forecasting

3.9

(12)

Marketing automation

2.7

(6)

Access controls/permissions

4.3

(8)

Collaboration tools

4.3

(3)

Lead qualification

4.0

(2)

Client management

4.8

(10)

Referral tracking

3.8

(6)

Document storage

4.3

(14)

Document management

4.6

(5)

Third-Party integrations

(0)

Predictive analytics

3.5

(2)

Quotes/Estimates

4.0

(6)

Customizable branding

1.0

(1)

Sales activity management

(0)

Sales forecasting

(0)

Campaign management

5.0

(1)

Sales reports

(0)

Calendar sync

4.0

(1)

(0)

Calendar management

5.0

(2)

Automated routing

(0)

Self service portal

3.0

(2)

Source Tracking

(0)

API

(0)

Alerts/Notifications

4.7

(3)

Task scheduling

(0)

Template management

(0)

Territory management

(0)

For ipad devices

(0)

Web forms

(0)

For insurance industry

(0)

Customizable templates

(0)

Data visualization

(0)

Customer segmentation

(0)

Multi-Channel communication

3.0

(1)

Opportunity management

(0)

Performance metrics

(0)

Conversion tracking

(0)

Drag & drop

(0)

Product catalog

(0)

Proposal generation

(0)

Contract/License management

(0)

Internal chat integration

1.0

(1)

Commission management

(0)

Email tracking

(0)

For startups

5.0

(1)

Field sales management

(0)

Channel management

(0)

Role-Based permissions

(0)

Claritysoft CRM awards

Predictive Lead Scoring

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

HubSpot CRM

4.5

(4.4K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Salesforce Sales Cloud

4.4

(18.7K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Zoho CRM

4.3

(6.9K)

learn more

Starting from

No pricing info

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

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, 85% 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

To see what individual users think of Claritysoft CRM's cost and value, check out the review excerpts below.

“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.”

Mike B.

President

“Affordability: We find Claritysoft to offer a good balance between features and pricing, making it suitable for our oncology business.”

Arthur I.

Director of Business Development

“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.”

Brenda R.

Principal

Claritysoft CRM integrations (9)

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 (21)

“We needed to know that the system was capturing our emails when using Outlook. This is the only part of Claritysoft that isn't super initiative and easy. It is a little wonky but easy enough to do once you start using it and make the habit.”

“one issue is their ability to integrate with Microsoft is questionable for some reason, never worked with my interface, ok with the rest of the team. The support team is great. The technical support guys are lacking”

“The integration tool was very easy to setup (like 3 clicks). While in Outlook, you can add accounts, contacts, opportunities, lead or project. ”

“I get important emails and task emails to my email and then I complete the task on Claritsoft.”

David B.

National Sales Director

1/4

Gmail

Integration rating: 4.7 (7)

“We use gmail to communicate with our clients. It's good to have messages saved so we're all on the same page about what we or a client said. *as I've mentioned before, it would be nice to be able to link a project to an email in gmail directly”

jameela h.

Instructor

Microsoft 365

Integration rating: 4.7 (3)

Zapier

Integration rating: 4.5 (2)

Google Calendar

Integration rating: 5.0 (2)

KnowledgeNet.ai

Integration rating: 5.0 (1)

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 75 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 eager to assist.

A large number of users appreciate the quick turnaround times and effective solutions provided by the support team.

Multiple users note that support staff are approachable, professional, and take time to understand unique organizational needs.

A significant portion of users value the ease of reaching support, including extended US-based availability and helpful training.

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 customer service is extremely helpful in adapting the product for an organization's needs and has the ability to continue to make changes over time, unlike some other CRM softwares.”

Melodee T.

Program Associate

“Excellent customer service support - effective at finding solutions to our requests and understands our organization and what we are trying to accomplish using the software.”

Rhonda R.

Administrative Manager

“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.”

Mark S.

Manager, Business Development

Claritysoft CRM FAQs

Q. Who are the typical users of Claritysoft CRM?

Claritysoft CRM has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business

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. What are the benefits of using Claritysoft CRM?

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.

Q. What languages does Claritysoft CRM support?

Claritysoft CRM supports the following languages:
English

Q. Does Claritysoft CRM support mobile devices?

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

Q. Does Claritysoft CRM offer an API?

Yes, Claritysoft CRM has an API available for use.

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