Claritysoft

Score10 out of 10

15 Reviews and Ratings

Community insights

TrustRadius Insights for Claritysoft are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

User-Friendly and Intuitive Design: Many users have found Claritysoft to be user-friendly and easy to use, with a simple and intuitive design. They appreciate the software's simplicity and lack of complication, making it a favorite CRM for them. The intuitive layout and navigation of Claritysoft allow users to easily complete their daily tasks without any hassle.

Integration of Email Functionality: Users highly value the integration of email functionality in Claritysoft, as it allows them to send personalized emails easily. This feature enables users to streamline communication with their clients and prospects, enhancing their overall productivity. The seamless integration of email within the CRM platform has been praised by many reviewers.

Quick and Helpful Tech Support: Users have had a positive experience with the quick and helpful tech support provided by the ClaritySoft team. They appreciate the timely responses received from the support team, which has helped them resolve any issues or questions they had efficiently. The reliable technical assistance offered by ClaritySoft contributes to a smooth user experience for customers.

Reviews

7 Reviews

Claritysoft CRM Review after 1 Full Year of Use

Rating: 4 out of 10

Incentivized

March 17, 2025

Use Cases and Deployment Scope

We use Claritysoft as our main CRM. It is meant to track the customers, accounts, the products they've purchased, their type of account, phone numbers, addresses, etc., with a separate place for extra notes. It really acts as a large address book, which is fine, based on our sales model where contracts and opportunities aren't tracked as they normally would be in capital equipment sales.

Pros

Acts as an address book
Allows for a decent amount of customization
From what I am guessing, isn't very expensive

Cons

We should be able to import in sales data from Excel or some other format to be included into each account
ZERO AI features
Limited Dashboard features

Likelihood to Recommend

Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.

Verified User

Manager in Sales (11-50 employees)

Vetted Review

1 year of experience

Claritysoft Experience

Rating: 10 out of 10

Incentivized

March 15, 2025

Use Cases and Deployment Scope

Claritysoft is the primary client data warehouse and CRM.

Pros

Customisation
Usability
Scaleability
Affordability

Cons

Integration with third parties
Use of AI

Likelihood to Recommend

We have been able to easily customise Claritysoft for our business. We are in financial services and this is a heavily regulated environment. Claritysoft does this well without the need for coding.

Lee Redpath

COO in Finance and Accounting at Sayers Wealth (11-50 employees)

Vetted Review

2 years of experience

Claritysoft is definitely worth it!

Rating: 10 out of 10

Incentivized

May 2, 2020

Use Cases and Deployment Scope

We use Claritysoft to keep up with quotes, leads, customers, and support. We use this software throughout our company for pretty much everything.

Pros

Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.

Cons

I think the quote builder could use a good update.

Likelihood to Recommend

Great software for keeping track of things you've done or need to do with certain customers or potential customers.

Reagan Reed

Pharmacy Automation Consultant in Sales at Pearson Medical Technologies (11-50 employees)

Vetted Review

2 years of experience

Claritysoft - From the Field

Rating: 7 out of 10

Incentivized

April 30, 2020

Use Cases and Deployment Scope

We are using Claritysoft as our primary CRM. We use it to keep up with our leads, our customers, their quotes, and then their opportunities.

Pros

Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
It also is great for having one depository for quotes and opportunities you and your company are working on.
The marketing function seems to also work really well for sending out and tracking email campaigns.

Cons

There is no spell-check function to use when you are sending emails.
Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
There is no auto-dial feature built into Claritysoft.
The mobile app needs to look and feel just like the online version.

Likelihood to Recommend

For a small company, just getting started with a CRM package, Claritysoft is great. Better to have something rather than nothing at all to keep up with these things we use and need in Sales.

Dwayne Tharp

Executive Director Northeast and Mid-Atlantic Territories in Sales at Nfina Technologies, Inc. (11-50 employees)

Vetted Review

3 years of experience

Good program with one big glitch that needs fixing

Rating: 10 out of 10

Incentivized

April 30, 2020

Use Cases and Deployment Scope

My entire company utilizes Claritysoft. We use it to manage customer contacts, accounts, and sales activity and run reports of what sales are in the pipeline and what the current activity of each rep and client is. We also use it to change accounts and leads from one rep to another and to keep track of who has what region.

Pros

Reporting is very accurate.
Very good at being able to filter and do global searches
Very easy to revise information or change reps for a client
Customer service help is very fast and reliable.

Cons

Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
Would like to see each page be able to bring up more then 100 clients at a time.

Likelihood to Recommend

I would recommend Claritysoft because it is very easy to keep track of a sales rep's activities on a daily basis and very easy to pull reports for any info needed.

Pamela Elliott

Sales Coordinator in Sales at Screenvision Media (5001-10,000 employees)

Vetted Review

3 years of experience

Top Notch CRM

Rating: 7 out of 10

Incentivized

April 24, 2020

Use Cases and Deployment Scope

Originally, it was just utilized by our sales department; however, now we have incorporated its functionality to expand our capabilities within our marketing and customer support teams as well. We now use it for every step of a relationship with a customer which includes initial contact, peaking interest, negotiating, closing, and continued support. I use the software every day, and it makes my job a lot easier.

Pros

Email blasts.
Opportunity, quote, and sale record keeping.
Customer support.

Cons

Analytics of email blast are there but could be improved upon.
Slight modifications to import tools.
Automatic email, text, etc. plug ins.

Likelihood to Recommend

Claritysoft is great for B2B, B2C, and B2G applications. We use if for B2B and B2G because we do not deal directly with consumers. Their reporting capabilities and group editing make it very easy to slice and dice data to really dig down and identity key performance indicators. It puts my filing cabinet to shame.

Joshua Day

Pharmacy Automation Consultant in Sales at Pearson Medical Technologies (11-50 employees)

Vetted Review

4 years of experience

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Claritysoft - IT Admin's Review

Rating: 9 out of 10

Incentivized

June 27, 2018

Use Cases and Deployment Scope

Without divulging too much info, Claritysoft is being used to manage contract portfolios across an entire organization. It aids in portfolio management, financials, reporting, and offers various aspects of flexibility for security roles. It has enhanced collaboration efforts over our previous tool (OPPM).

Pros

Ease of Use - Claritysoft offers a very organic and intuitive design for customers to easily navigate and use.
Developer Standpoint - Standing up the application and importing data was straightforward and did not take long to configure security, permissions and roles.
Out Of The Box (OOTB) - Claritysoft out of the box offered many built-in tools utilized for our environment, however, manipulating and customizing was not over the top difficult, once we established a baseline.

Cons

This may be an unfair "con", however the application is quite costly. With that said, it is worth it!
This may be a "con" because of our environment, however the email functionality is a bit limited when it comes to multiple items.
Customized reports are a bit messy to build, BUT the options for customization has answered all requests by our client.

Likelihood to Recommend

Our client, and probably most, do not like change. We transitioned from a tool that had been used for nearly 7 years. From a support staff, we were concerned about how customers would react to learning new processes. However, Claritysoft's concise, ergonomic flow of use really did not present too many complaints by our clients. Any "complaints" we did receive were more from those who didn't want to change rather than from those who didn't understand.
Reports, reports, reports! Our clients love data (and who doesn't!), and Claritysoft's robust reporting capabilities shine bright. It is a bit difficult to configure the reports, but that complexity is an added feature IMO.

Ryan Weller

System Administrator in Information Technology at NetImpact Strategies Inc. (201-500 employees)

Vetted Review

1 year of experience

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Claritysoft - IT Admin's Review

Rating: 9 out of 10

Incentivized

June 27, 2018

Use Cases and Deployment Scope

Pros

Ease of Use - Claritysoft offers a very organic and intuitive design for customers to easily navigate and use.
Developer Standpoint - Standing up the application and importing data was straightforward and did not take long to configure security, permissions and roles.
Out Of The Box (OOTB) - Claritysoft out of the box offered many built-in tools utilized for our environment, however, manipulating and customizing was not over the top difficult, once we established a baseline.

Cons

This may be an unfair "con", however the application is quite costly. With that said, it is worth it!
This may be a "con" because of our environment, however the email functionality is a bit limited when it comes to multiple items.
Customized reports are a bit messy to build, BUT the options for customization has answered all requests by our client.

Likelihood to Recommend

Ryan Weller

System Administrator in Information Technology at NetImpact Strategies Inc. (201-500 employees)

Vetted Review

1 year of experience

View profile