About Clarify
Overview
Clarify is an AI-native CRM built for fast-moving go-to-market teams. It syncs with email and calendar, records calls, updates deals, and drafts follow-ups so sellers spend less time on CRM upkeep.
The product includes Rep, an AI sales agent, along with Lead Finder and Campaigns for prospecting. Pricing runs on credits instead of seats, and every plan includes unlimited seats.
Key Benefits
- Clarify syncs with your email and calendar so leads, meetings, and deals live in one place.
- Call recording turns each conversation into a summary, a deal update, and clear next steps.
- Rep briefs you before meetings and drafts follow-ups so no deal slips through the cracks.
- Lead Finder and Campaigns let you find, enrich, and contact prospects without leaving the CRM.
- Plans include unlimited seats, and you pay for AI work through credits rather than headcount.
- Clarify holds SOC 2 Type 2, HIPAA, and GDPR compliance.
How It Works
Connect your email and calendar, and Clarify brings in leads, meetings, and deals. Its notetaker joins calls, then the CRM updates deal stages, summarizes the conversation, and captures tasks. You can name a custom field and let AI choose the type, write instructions, and autofill it.
Use Cases
- Startup founders run sales on autopilot without manual data entry or lengthy setup.
- Sales reps get meeting briefs and drafted follow-ups from Rep before and after each call.
- Outbound teams find ICP-matched leads, enrich and score them, and enroll them in campaigns.
- Revenue leaders build agents that flag at-risk deals or run revenue workflows with human review.
- Product-led growth teams pull Amplitude, PostHog, or Segment usage data into accounts to time outreach.
Why Choose This Product
Clarify combines CRM, prospecting, call recording, and AI agents in one tool, which reduces the number of apps a team juggles. When credits run out, AI features pause until the next billing cycle unless a paid plan enables on-demand credits.
Clarify Pros & Cons
- Unlimited seats on every plan
- Free plan available
- SOC 2 Type 2, HIPAA, and GDPR compliant
- Meeting recording and enrichment never consume credits
- Native macOS app, Chrome extension, and MCP server
- AI features pause when monthly credits run out
- Workflow automation requires the Growth plan
- SSO and SCIM require the Enterprise plan
Key Features
Rep AI Agent
Rep acts as a personal sales agent that briefs meetings, tracks deals, and drafts follow-ups.
Call Recorder & Notetaker
Clarify records every call, summarizes it, updates the deal, and turns it into next steps.
Email & Calendar Sync
Clarify stays in sync with your email and calendar so leads, meetings, and deals live in one place.
Lead Finder & Campaigns
Find leads that match your ICP, enrich and score them, and enroll them in campaigns from within Clarify.
Automatic Deal Updates
Clarify detects new opportunities, updates deal stages, and surfaces insights from calls and emails.
Self-Configuring Fields
After you name a field, AI selects the type, writes instructions, and autofills it.
Custom Agents
Build agents from a template or natural language to automate tasks like flagging at-risk deals.
Artifacts
Artifacts let you build what you need to win a deal directly inside your CRM.
Chrome Extension
Capture and enrich LinkedIn contacts and edit Clarify records inside Gmail and Google Calendar.
MCP Server
Claude, ChatGPT, and other AI assistants can securely access and act on your Clarify data through the MCP server.
Clarify Pricing
View full pricing →- AI sales agent
- Deal and meeting intelligence
- Call recorder and notetaker
- 1k credits per month
- 20k records, 1 campaign, 3 objects
- Advanced enrichment
- Multiple connected accounts
- LinkedIn integration
- 5k to 40k credits per month
- 250k records, 5 campaigns, 5 objects
- Chat and email support
- Workflow automation
- Warehouse access
- Delegated sending
- Advanced permissions
- 750k records, 20 campaigns, 10 objects
- Dedicated CSM and Slack support
- SSO and SCIM
- Role-based access
- Custom record volume
- Unlimited campaigns and objects
- Dedicated GTM engineer
- Custom integrations
| Feature | Free Free | Starter $40/mo | Growth $1000/mo | Enterprise Custom |
|---|---|---|---|---|
| AI sales agent | ||||
| Deal and meeting intelligence | ||||
| Call recorder and notetaker | ||||
| 1k credits per month | ||||
| 20k records, 1 campaign, 3 objects | ||||
| Advanced enrichment | ||||
| Multiple connected accounts | ||||
| LinkedIn integration | ||||
| 5k to 40k credits per month | ||||
| 250k records, 5 campaigns, 5 objects | ||||
| Chat and email support | ||||
| Workflow automation | ||||
| Warehouse access | ||||
| Delegated sending | ||||
| Advanced permissions | ||||
| 750k records, 20 campaigns, 10 objects | ||||
| Dedicated CSM and Slack support | ||||
| SSO and SCIM | ||||
| Role-based access | ||||
| Custom record volume | ||||
| Unlimited campaigns and objects | ||||
| Dedicated GTM engineer | ||||
| Custom integrations |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Clarify
How much does Clarify cost?
Clarify does not charge for seats. You pay for the work its AI does, measured in credits. Each plan includes a fixed number of credits that reset monthly, and paid plans can buy more as needed.
What are credits in Clarify?
Credits power the work Clarify's AI does for your team, including meeting prep and summaries, deal creation and summaries, field updates, task creation, and workflows run.
How can I predict my Clarify monthly bill?
Your cost is your plan fee plus any usage beyond your monthly credit allowance, with no per-seat charges. For example, a meeting summary costs 30 credits and a Campaign email costs 1. Enrichment and meeting recording are free and never affect your bill.
Can I control credit consumption?
Yes. You can enable or disable overages for your workspace and toggle specific credit-consuming features, such as meeting summaries or task creation. Email notifications arrive at 80%, 90%, and 100% of your allowance.
What happens when I run out of credits?
AI features pause until your next billing cycle. Paid plans can turn on on-demand credits at a per-credit rate with an optional spend cap. Meeting recording and background enrichment keep working regardless.
Is Clarify free?
Clarify offers a free plan with optional paid upgrades. See the pricing section for what's included in each tier.