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Autonomous CRM for sales teams that automates prospecting, follow-up, and data entry. AI agents manage meetings and close deals.
What is Clarify?
Clarify is an autonomous CRM specifically designed for GTM (Go-To-Market) teams looking to accelerate their sales cycles through advanced automation. This AI sales tool acts as an operational hub that automatically syncs email and calendars, eliminating administrative overhead and manual data entry. Its architecture is built on AI agents capable of independently managing everything from initial prospecting to sales opportunity follow-ups.
The platform's functional core is Rep, a personal sales agent that handles pre-meeting briefs, documents every interaction, and manages follow-up tasks. Using natural language processing technology, the application can record calls, summarize them, and automatically extract the next steps required to advance the pipeline. A standout feature is that the CRM is self-configuring: the user only needs to name a field, and the AI defines the data type, writes the instructions, and populates it automatically by extracting information from customer interactions.
Key capabilities and practical benefits include:
- Smart Prospecting: Includes Lead Finder tools and integrated campaign management to locate potential customers that fit the ideal customer profile (ICP).
- Data Enrichment: Uses a native enrichment system to complete contact and company profiles, automatically closing information gaps.
- Opportunity Detection: Identifies new deals and updates sales funnel stages by analyzing signals found in communications and meetings.
- Customizable Agents: Allows for the creation of automated workflows using natural language, enabling everything from monitoring at-risk deals to executing end-to-end revenue processes.
This solution is ideal for startup founders, sales directors, and sales teams that require an AI-native CRM that runs in the background without constant manual intervention. The tool ensures the security and privacy of corporate data, complying with international standards such as SOC 2 Type 2, HIPAA, and GDPR. By centralizing prospecting, lead enrichment, and follow-ups into a single interface, Clarify optimizes team productivity, allowing sales reps to focus on closing deals instead of managing software.
Clarify features and use cases
How to use Clarify
Clarify FAQ
What is Clarify and how does it help my sales team?
It is an autonomous CRM that uses AI agents to manage prospecting, handle follow-ups, and automate data entry, allowing sales reps to focus exclusively on closing deals.
How does the credit system work in Clarify's plans?
Instead of paying per user, the tool offers unlimited seats and uses credits to cover specific tasks like lead enrichment, meeting summaries, and automatic deal updates.
What functions does the sales agent named Rep perform?
Rep is a personal assistant that prepares meeting briefs, drafts follow-up emails, captures action items, and automatically keeps the status of every sales opportunity up to date.
Can I sync Clarify with my email and calendar?
Yes, the platform fully syncs with your email and calendar so all leads, meetings, and deals live in one place without the need for manual data entry.
Does Clarify comply with current data protection regulations?
Yes, the platform is GDPR compliant and holds SOC 2 Type 2 and HIPAA certifications to ensure the security and privacy of all your company's business information.
Can I capture new leads directly from the tool?
Yes, thanks to its search and lead enrichment features, you can find prospects that fit your ideal customer profile and launch outreach campaigns in just a few minutes without leaving the platform.
What does the Clarify free plan include?
The free plan is designed for individuals or small teams and includes 1,000 monthly credits, basic sales agent features, meeting intelligence, and the capacity to manage up to 20,000 records.
How does Clarify automate data organization in the CRM?
The tool's AI can automatically configure fields, select data types, write instructions, and fill in information for you to eliminate manual administrative tasks.
Clarify pricing and plans
Free Plan
Price: 0 $ per month.
- 1,000 monthly credits for meeting prep, summaries, updates, and follow-ups.
- AI Sales Agent.
- Deal and meeting intelligence.
- Call recorder and automated note-taking.
- Unlimited seats.
- Limits: up to 20,000 records, 1 campaign, and 3 objects.
- Support: community and documentation.
Starter Plan
Price: 50 $ per month (or 40 $ per month billed annually).
- 5,000 monthly credits.
- Everything included in the Free plan.
- Advanced data enrichment.
- Multi-account connection.
- LinkedIn integration.
- "Signals" functionality (coming soon).
- Unlimited seats.
- Limits: up to 250,000 records, 5 campaigns, and 5 objects.
- Support: chat and email.
Growth Plan
Price: Starting at 1,000 $ per month (billed annually).
- 100,000+ monthly credits.
- Everything included in the Starter plan.
- Workflow automation.
- Data warehouse access.
- Delegated email sending.
- Advanced permissions.
- Unlimited seats.
- Limits: up to 750,000 records, 20 campaigns, and 10 objects.
- Support: dedicated Customer Success Manager (CSM), Slack support, and CRM migration.
Enterprise Plan
Price: Contact Sales (billed annually).
- Custom credit volume.
- Everything included in the Growth plan.
- SSO and SCIM.
- Role-based access control.
- Unlimited seats.
- Limits: custom record volume, unlimited campaigns, and unlimited objects.
- Support: dedicated GTM Expert (GTME) and custom integrations.
Clarify Screenshots
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