Clarify is an AI-native CRM for founder-led startups that automates updates, follow-ups, prospecting, and pipeline hygiene.

Clarify

Overview

Clarify is an autonomous CRM for founder-led startups and early-stage revenue teams. It combines CRM records, prospecting, meeting prep, follow-up drafting, and data hygiene in one workspace so teams can spend less time updating fields and more time selling.

The product centers on AI agents that act on CRM events and connected tools. Rep briefs meetings, captures summaries and next steps, and helps with follow-up work, while other agents handle pipeline reviews, lead routing, enrichment, and outbound campaigns. Clarify also says it stays in sync with email and calendar activity and offers a free plan with unlimited seats.

Core capabilities

Autonomous CRM syncing

Clarify keeps people, companies, meetings, and deals synchronized with email and calendar activity so records stay current without constant manual entry.

AI sales agent for prep and follow-up

Rep acts as a personal sales agent that briefs meetings, summarizes calls, answers questions about deals, and drafts follow-up work from the current context.

Built-in prospecting

Lead Finder builds targeted prospect lists from Clarify’s database of 100M+ enriched prospects, giving teams a place to source leads from inside the CRM.

Prompted outreach campaigns

Campaigns create personalized, multi-step outbound sequences from a prompt, then let the user edit and send them from the same workflow.

Configurable workflow agents

Agents can automate repeatable CRM work such as pipeline reviews, lead routing, data hygiene, meeting prep, and post-meeting updates.

Scoped agent permissions

Clarify supports templates and custom agents, with permissions that control what each agent can read, write, and reach in connected tools.

Practical uses

  • Keeping CRM records current

    Use Clarify when you want a CRM that updates itself as meetings finish, emails arrive, and deal stages change, reducing the amount of manual cleanup after each interaction.

  • Meeting preparation and follow-through

    Use Rep before and after meetings to get briefs, answer deal questions, capture summaries, and turn next steps into follow-up drafts without starting from scratch.

  • Outbound prospecting from the CRM

    Use Lead Finder and Campaigns to source leads, write outreach, and launch multi-step sequences without switching between a separate prospecting stack and your CRM.

  • CRM operations and administration

    Use agents to automate repetitive admin such as pipeline reviews, lead routing, data hygiene checks, and post-meeting CRM updates.

  • Event-driven sales workflows

    Use custom agents when you have a repeatable workflow that should trigger on CRM events, like flagging deal risks or drafting a context-aware reply to inbound email.

Pros and Cons

Pros

  • Combines CRM records, prospecting, meeting support, and follow-up work in one product.
  • Supports both ready-made templates and custom agents built from plain-language instructions.
  • Offers free and paid tiers with unlimited seats, which may suit small teams.
  • Includes permissions and logging around agents so users can review what actions were taken.
  • Connects to common workflow tools such as Gmail, Google Calendar, Slack, and MCP-based tools.

Cons

  • The source does not provide a full, centralized list of all integrations or supported third-party systems.
  • Pricing depends on credits for some actions, so users still need to understand consumption before scaling usage.
  • The product is clearly positioned for founder-led startups and early-stage teams, so it may be less directly targeted at larger or highly specialized enterprise sales orgs.

FAQ

Can I try Clarify for free?

Yes. Clarify says you can start with a free plan that includes monthly credits, and you can upgrade to a paid plan later.

Who is Clarify designed for?

Clarify is built around autonomous CRM work for founders and early-stage revenue teams, including prospecting, follow-ups, pipeline hygiene, and meeting prep. The source material does not describe it as a fit for every CRM use case, so it appears best suited to teams that want to reduce manual CRM administration.

What tools does Clarify connect to?

Agents can work inside Clarify and can connect to tools such as Gmail, Google Calendar, Slack, and anything available over MCP. The agents page also mentions Google/Microsoft email and calendar syncing, Zapier integration, a Chrome extension, LinkedIn integration, and HubSpot integration on the pricing page.

Do I need to code to use Clarify agents?

The source says agents have a trigger, instructions, and access to your Clarify data and connected tools. You can install ready-made templates or describe what you want in plain language, and Clarify builds the agent for you.

How does Clarify pricing work?

The pricing page uses a credit model: the free plan includes up to 1k credits per month, Starter includes 5k credits per month, and Growth uses custom credit packages. Some actions such as Lead Finder and enrichment are tied to credit usage, but the source does not provide a complete consumption chart.

Quick Facts

Category
AI-native CRM
Primary users
Founder-led startups and early-stage revenue teams
Pricing model
Free plan plus paid tiers with credits
Notable workflows
Prospecting, follow-ups, pipeline hygiene, meeting prep
Source domain
clarify.ai
Integrations mentioned
Email, calendar, Gmail, Google Calendar, Slack, MCP, Zapier, Chrome extension, LinkedIn, HubSpot