--- description: Review of Claritysoft CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Claritysoft CRM | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [eCommerce CRM Software](/directory/3634/ecommerce/software) > [Claritysoft CRM](/software/9707/claritysoft) # Claritysoft CRM Canonical: https://www.softwareadvice.com.au/software/9707/claritysoft Page: 1 / 11\ Next: [Next page](https://www.softwareadvice.com.au/software/9707/claritysoft?page=2) > Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket. > > Verdict: Rated **4.5/5** by 251 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 251 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Claritysoft - **Location**: Dublin, US - **Founded**: 2010 ## Commercial Context - **Starting Price**: USD 49.00 - **Pricing model**: Per User - **Pricing Details**: 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. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Scheduling - Assignment Management - Automated Routing - CRM - Calendar Management - Calendar Sync - Calendar/Reminder System - Campaign Management - Channel Management - Client Management - Collaboration Tools - Commission Management - Configurable Workflow - Contact Database - Contact Management ## Integrations (6 total) - Gmail - Google Calendar - Microsoft 365 - Microsoft Outlook - QuickBooks Online Advanced - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [eCommerce CRM Software](https://www.softwareadvice.com.au/directory/3634/ecommerce/software) ## Related Categories - [eCommerce CRM Software](https://www.softwareadvice.com.au/directory/3634/ecommerce/software) - [Consulting CRM Software](https://www.softwareadvice.com.au/directory/3837/consulting/software) - [CRM Apps](https://www.softwareadvice.com.au/directory/1491/mobile-crm/software) - [Lead Management Software](https://www.softwareadvice.com.au/directory/1682/lead-management/software) - [CRM for Startups Software](https://www.softwareadvice.com.au/directory/3235/startup/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.com.au/software/2764/salesforce-sales-cloud) — 4.4/5 (18785 reviews) 2. [HubSpot CRM](https://www.softwareadvice.com.au/software/1854/hubspot) — 4.5/5 (4465 reviews) 3. [Zoho CRM](https://www.softwareadvice.com.au/software/392464/zoho-crm) — 4.3/5 (6978 reviews) 4. [Kylas Sales CRM](https://www.softwareadvice.com.au/software/216694/kylas) — 4.8/5 (601 reviews) 5. [HubSpot Sales Hub](https://www.softwareadvice.com.au/software/21946/hubspot-sales-hub) — 4.5/5 (501 reviews) ## Reviews ### "Best Value CRM in the Market" — 5.0/5 > **David** | *3 March 2026* | Higher Education | Recommendation rating: 10.0/10 > > **Pros**: I love how easy it is to customize this product. Adding modules is super simple. There is never any pressure to purchase add-ons. They are simply offered as a service and if you want to pursue it, they will contact you. Otherwise, they check in a few times a year to make sure all is well. Also, the support team is top notch. Any questions get answered quickly and if by some chance, they don't know the answer, they get back to you in a timely manner. Automation is easy to do as well. The steps are straightforward and it is a simple process to automate functions within the CRM. Couple this with the low pricing and you get get bang for your buck. I looked and many systems and this one provided us with the most amount of features for the money. > > **Cons**: The knowledgebase is sometimes difficult to follow. Only occasionally it will tell you that you can do "X" without telling you how to do "X". > > From start and continuing, I have been overwhelmingly impressed with Claritysoft CRM. It fits our needs exactly. As a SaaS, we didn't need all of the fluff and stuff within Salesforce. Not to mention the difficulty in navigating help via Trailblazer. With this product, we can do what we need to do at a price that we can afford. ----- ### "Sales Manager" — 4.0/5 > **Josh** | *11 June 2026* | Financial Services | Recommendation rating: 6.0/10 > > **Pros**: I like that ClaritySoft is affordable, especially on a per-user basis. Support has also been generally good. > > **Cons**: Claritysoft is not nearly customizable enough, and does not support the us of global constants, such as labor rates, service rates, zones, zone fees, etc which could be referenced in calculated fields throughout the application. There is also no way to insert dynamic images or dynamic links into quote templates or sales templates. That would be a huge improvement. It would also be huge to allow for calculated fields and global constants in the price list. I am happy to provide examples if asked. > > Overall, I like ClaritySoft, but I have had to get far more creative with building out the quote templates than I ever thought I would. I spend an inordinate amount of time updating templates, calculated fields, and price lists. ----- ### "Claritysoft Review" — 5.0/5 > **Robin** | *20 August 2019* | Medical Devices | Recommendation rating: 10.0/10 > > **Pros**: Very user friendly. Customer service is very helpful and always available to assist. Helps track sales, opportunities, follow-ups, etc. Easy > > **Cons**: Training videos are not listed in an order that makes sense fora new user to follow. E-mails sent to customers are not shown as a "touch", so you can't always identify or run a report showing the last time you connected with a customer. Product dictionaries could use an upgrade so you can move items around easily. > > The CRM is very helpful to our Sales team. It helps them track leads, account activities, reminders to contact prospects/customers, estimated sales, etc. The Claritysoft customer service and sales team are great to work with as well. ----- ### "Claritysoft CRM: Simple, Efficient Record Keeping" — 4.0/5 > **Jessica** | *4 March 2026* | Education Management | Recommendation rating: 8.0/10 > > **Pros**: Claritysoft CRM is beyond satisfactory when it comes to client database management and general workflow automation. With features like Global Search and customizable Filters, it's easy to search for specific information and receive relevant results. 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. > > **Cons**: 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. 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. Similarly, attachments are added separately to Projects and Accounts with no easy means of attaching to both simultaneously or from the same page. > > Claritysoft CRM has a pleasing, uncluttered user interface, and is a simple, efficient client resource management tool for businesses interested in keeping detailed client records that are updated regularly. While I have some quibbles about site navigability, and have had minor issues with different users being unable to access needed information, I am overall glad we migrated to Claritysoft because it is relatively simple to use, customizable, and has a range of information viewing options that can be adjusted based on business needs. ----- ### "Number One" — 5.0/5 > **Esteban** | *12 June 2026* | Retail | Recommendation rating: 10.0/10 > > **Pros**: Easy to use has a lot of features easy to add in and to migrate from other systems. Works well with add ons/extensions > > **Cons**: Unable to love things out of the list into their own separate categories. Took a bit to get the migration of data in the right spaces. > > Claritysoft had been not only the most cost effective but has been very easy to use and have multiple users using. It has never been down and is always updating to better versions. ----- Page: 1 / 11\ Next: [Next page](https://www.softwareadvice.com.au/software/9707/claritysoft?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/9707/claritysoft) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data