Overview
- Close more deals without managing a CRM — Clarify's autonomous deal-stage updates and pipeline management keep every opportunity current with zero manual data entry
- Never let a lead slip through the cracks — continuous email and calendar sync captures every lead, meeting, and deal in one place
- Win back selling hours every week — AI-native automation handles repetitive CRM updates and follow-ups so founder-led teams spend time on revenue instead of admin
- Walk into every meeting fully prepared — Rep, your personal sales agent, briefs each meeting, knows every deal, and manages every follow-up
- Turn calls and emails into revenue decisions — AI insights surface key signals from your communications so you act on opportunities before competitors do
- Fill your pipeline faster with less effort — Lead Finder automatically identifies, enriches, and scores leads matching your ideal customer profile
- Move from first touch to closed deal in one streamlined flow — Campaigns automate outreach and eliminate tool-switching between sales and marketing software
- Keep full control over automation — customizable workflows let you choose autonomous or human-in-the-loop operations at every stage
- Protect sensitive customer data with confidence — GDPR compliance and SOC 2 Type 2 certification secure the data managed in your CRM
Pros & Cons
Pros
- Autonomous CRM
- Designed for startups
- Automates common CRM tasks
- Syncs with email, calendar
- Single-point lead capture
- Detects new opportunities
- Automatically updates deal stages
- Insights from calls, emails
- Rep feature for briefing
- Streamlines lead prospecting
- Campaign management integration
- Workflow automation capability
- Option for human-in-the-loop operations
- GDPR compliant
- SOC 2 Type 2 secured
- Personalized workflows
- Reduced data oversight
- Deal neglect prevention
- Eliminates need for multiple tools
- Captures every meeting
- Understanding every deal
- Follow-up management
- Pipeline management
- Email Integration
- Calendar Synchronization
- Opportunity Detection
- Deal Management
- Startup Tools
- Founder-led Teams Tools
- Sales Automation
- Lead Management
- Lead Finder feature
- Automatic deal stage updates
- Task simplification
- Recorded call summaries
- Data entry avoidance
- Revenue team growth tools
- Active agent template
- ICP matching
- Lead enrichment and scoring
- Rep-drafted campaigns
- Pipeline-ready outreach
- Desktop app availability
- Company status view
- Integrated customer stories
- Daily shipping product updates
Cons
- Only for early-stage startups
- Relies on email/calendar sync
- Limited human-in-the-loop control
- Focuses on autonomous operations
- Not designed for large teams
- Potential privacy concerns with 'Rep'
- Only manages CRM Tasks
- Overly automated for some users
- Limited customization
- Potential for missed human insights
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❓ Frequently Asked Questions
Clarify is an autonomous CRM, designed primarily for early-stage startups and founder-led teams. It has AI-native capabilities that mainly focus on automating common CRM tasks.
Clarify leverages AI to automate tasks such as updates, follow-ups, and pipeline management. It uses AI to stay in sync with your email and calendar, capture every lead, meeting, and deal in one place, detect new opportunities, automate updates on deal stages, and derive insights from calls and emails.
Clarify can automate a host of tasks including updates, follow-ups, pipeline management. With its agent 'Rep', it handles every meeting's briefing, deal management, and follow-ups. It can also automate lead prospecting and CRM management with Lead Finder and Campaigns.
Clarify syncs with your email and calendar by continuously monitoring them. It captures every lead, meeting, and deal in one place, thereby ensuring that no opportunity slips through the cracks.
Yes, Clarify is equipped with AI to detect new business opportunities. Through continuous analyses of your data, it can identify potential leads and opportunities that might otherwise be overlooked.
Clarify handles updates on deal stages autonomously. Its AI capabilities automatically update deal stages whenever a change is detected, helping to reduce the workload on your team and ensuring that every deal is kept up-to-date.
Clarify uses AI to provide insights from calls and emails. It processes the information obtained from these communication channels, revealing key insights that can help you make informed business decisions.
'Rep' in Clarify is like a personal sales agent for users. It handles briefing every meeting, knowing every deal, and managing every follow-up, essentially automating a significant part of your sales process.
Clarify streamlines lead prospecting with its Lead Finder feature, reducing the need for multiple tools. It can identify leads that match your ideal customer profile, automatically enriching and scoring them to further hone your prospects and saving you immense time and effort.
Clarify assists with CRM management by automating repetitive tasks, reducing the need for manual input. It captures every lead, meeting, and deal, and can automatically update deal stages. It also provides options to create custom workflows and control autonomous or human-in-the-loop operations.
Lead Finder is a feature in Clarify that aids in the process of identifying potential leads. It automatically identifies, enriches, and scores leads that match your ideal customer profile, speeding up your lead prospecting process and reducing manual effort.
Clarify's Campaign feature works by automating the process of moving from first touch to closed deals. It reduces the need to switch between multiple tools, making your sales and marketing campaigns more streamlined and efficient.
You can automate repetitive work with Clarify using its option to create personalized workflows. It allows you to automate tasks like updates, follow-ups, and others, giving you more time to focus on other important areas of your business.
Yes, you can customize workflows in Clarify. It provides the option to automate repetitive work and create personalized workflows, as per the needs of your business operations.
Clarify offers control over autonomous or human-in-the-loop operations. This means you can choose between fully automating a workflow or having human input at particular stages, thus enabling greater flexibility in operational management.
Yes, Clarify is compliant with the General Data Protection Regulation (GDPR), ensuring the protection of personal data processed within the tool.
SOC 2 Type 2 is a technical audit designed to assess and assure the security of a service provider's customer data management. Clarify has obtained this certification, which ensures the security of the data managed through it.
Clarify ensures data security through its GDPR compliance and having acquired SOC 2 Type 2. These certifications affirm that the tool adheres to stringent security measures, protecting the data it manages.
Clarify primarily targets early-stage startups and founder-led teams. Its robust features are designed to respond to the specific needs of agile, high-growth businesses.
Clarify can greatly benefit startups and founder-led teams by allowing them to focus more on selling and less on managing the CRM. It automates numerous CRM tasks, reducing workloads and improving efficiency. The tool's AI-native capabilities can bring structure and alerts to the team, while new opportunities and insights from calls and emails can make the sales process more effective and purposeful.
Pricing
Pricing model
Freemium
Paid options from
$50/month
Billing frequency
Monthly
