Clarify

AI-native CRM where agents handle prospecting, follow-ups and reporting

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Screenshot of Clarify, AI-native CRM where agents handle prospecting, follow-ups and reporting

What is Clarify?

Clarify is an AI-native CRM that unifies records, prospecting, enrichment, reporting and call intelligence, with agents that draft campaigns, log meetings, create deals and build pipeline reports for GTM teams.

Clarify is a CRM built around AI agents rather than manual data entry. It combines contact and deal records, prospecting, enrichment, reporting and call intelligence in one workspace, and positions the software as the layer that handles the administrative work surrounding each sale so reps can spend their time talking to buyers. The product is aimed at fast-moving go-to-market teams, including sales, founders and GTM operations staff, who want a lighter alternative to heavyweight CRM suites. Customer quotes on the homepage compare it favorably with Salesforce on setup effort and describe it as something that largely runs itself. The company says more than 8,000 GTM teams use it. In practice, work happens through a chat-style assistant that sits next to the records. The homepage walks through four jobs: Find, Reach, Remember and Report. A user can ask for heads of finance at small companies in a city, and the Lead Finder returns a saved search with email confidence scores. A follow-up request turns the top leads into a multistep campaign, such as a LinkedIn connection request followed by an email and a threaded reminder, which the user reviews before sending. After a recorded meeting, the assistant reads the transcript, creates a linked deal with stage, amount and next step, and drafts the follow-up email. Reports are generated the same way, for example an active pipeline view that attributes deals to a specific campaign. The workspace also includes a daily summary of meetings and tasks, plus sections for workflows, forms, signals, skills and connectors. Clarify also exposes an official MCP server, so outside agents such as Claude, ChatGPT or Cursor can work against the CRM data. Among alternatives, it competes with traditional platforms like Salesforce and HubSpot on one side and with point tools for lead sourcing and sales outreach on the other. Its pitch is consolidation: one system instead of a CRM plus separate prospecting, enrichment and meeting-notes tools. Teams that need deep custom enterprise configuration should check the trust and pricing pages first.

How do you use Clarify?

  1. 1Create a free account
    Sign up from the Start for free button to open a workspace. Talk to sales is the alternative route for larger teams.
    Clarify — Create a free account
  2. 2Connect your tools
    Review the integrations page to see which email, calendar and agent clients can be linked, then connect the ones your team uses.
    Clarify — Connect your tools
  3. 3Find leads with a plain request
    Ask the assistant for a target audience, such as finance leads in a given city, and save the result as a Lead Finder search.
  4. 4Draft and review a campaign
    Ask for a multistep sequence for the best leads, then check each step, wait period and recipient list before sending.
  5. 5Record meetings and let deals follow
    After a recorded call, ask for a follow-up email and a linked deal, then confirm the amount, stage and next step.
  6. 6Build a pipeline report
    Request an active pipeline report and share it from the Library. Browse the agents page to see what else can be automated.
    Clarify — Build a pipeline report

Pros and cons

Pros

  • Combines CRM, lead finding, outreach, call intelligence and reporting in one workspaceAI
  • Chat requests can turn into saved searches, campaigns, deals and reports without manual entryAI
  • Meeting recordings feed automatic deal creation and drafted follow-up emailsAI
  • Official MCP server lets agents like Claude, ChatGPT and Cursor connect to the CRMAI
  • Customer quotes describe lighter setup and admin work than SalesforceAI

Cons

  • Pricing figures are not shown on the homepage, so cost has to be checked separatelyAI
  • Heavy reliance on agent-driven actions means outputs such as drafted emails need human reviewAI
  • Newer product category may lack the long track record and ecosystem of established CRMsAI
  • Outreach and lead data quality (email scores vary from low to high) depends on the underlying sourcesAI

How much does Clarify cost?

Free trial

A Start for free button leads straight to signup. The homepage does not describe trial length or free plan limits.

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Pricing

The homepage offers a Start for free signup and a Talk to sales option for larger teams. Specific plan prices are not listed on the homepage; see the pricing page.

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Integrations

An official CRM MCP server connects agents such as Claude, ChatGPT, Cursor and Muse. The demo also shows LinkedIn and email sending; the integrations page lists the full set.

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Features

Lead Finder with email confidence scores, multistep campaigns (LinkedIn and email), meeting recording with transcripts, automatic deal creation, follow-up drafting, reports library, daily briefing, workflows, forms, signals, skills and agents.

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Frequently asked questions about Clarify

  • How much does Clarify cost?
    The homepage offers a Start for free signup and a Talk to sales option for larger teams. Specific plan prices are not listed on the homepage; see the pricing page.
  • Does Clarify offer a free trial?
    A Start for free button leads straight to signup. The homepage does not describe trial length or free plan limits.
  • How do you use Clarify?
    The walkthrough on this page covers 6 steps: 1. Create a free account 2. Connect your tools 3. Find leads with a plain request 4. Draft and review a campaign 5. Record meetings and let deals follow 6. Build a pipeline report.
  • What platforms does Clarify support?
    Clarify is available on Web App.
  • What does Clarify integrate with?
    An official CRM MCP server connects agents such as Claude, ChatGPT, Cursor and Muse. The demo also shows LinkedIn and email sending; the integrations page lists the full set.
  • What are the limitations of Clarify?
    Pricing figures are not shown on the homepage, so cost has to be checked separately. Heavy reliance on agent-driven actions means outputs such as drafted emails need human review. Newer product category may lack the long track record and ecosystem of established CRMs.

Status

StatusActive
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Added10/7/2026

Platforms

Web App

Pricing

Freemium