Introduction
If you're tired of spending hours updating your CRM instead of actually selling, you're not alone. Most founders and small sales teams waste 5-10 hours every week on data entry, chasing down contact info, and trying to keep their pipeline updated. That's time you could be spending on calls, demos, and closing deals.
Clarify promises to fix this problem by using AI to handle all the boring CRM stuff for you. It connects to your email and calendar, then automatically fills in contact details, tracks your deals, and keeps everything organized without you lifting a finger. The idea is simple: let the robots handle the data entry so you can focus on what actually generates revenue.
But does it actually work? And more importantly, is it worth switching from the CRM you're currently using?
We spent the last few weeks testing Clarify to find out if it lives up to the hype.
Here's what we discovered about this AI-powered CRM that claims to give you back a full workday every week.
Key Features
Auto-Enrichment of Contacts: Skip the tedious data entry. Clarify automatically fills in contact details like job titles, company info, LinkedIn profiles, and funding history by connecting to your email and calendar. You’ll save hours each week that you can spend actually selling.
One-Click Lead Capture: Add leads from LinkedIn instantly with a single click. No more copying and pasting between tabs or manually entering information. You can build your pipeline faster and capture opportunities before they slip away.
Integrated Meeting Workflow: Prepare for meetings, record them, and get AI-generated summaries all in one place. You won’t need to switch between different apps or lose track of what was discussed. Everything stays organized and accessible.
Self-Updating Deal Pipeline: Let Clarify track buyer signals and suggest pipeline updates automatically. You’ll always know where each deal stands without manually updating stages or guessing about next steps.
Unified Customer View: See all emails, calls, and product actions in one consolidated profile for each customer. No more digging through different systems to understand your relationship history. You get the complete picture at a glance.
Our Take
If you’re running a small business and drowning in sales admin work, Clarify could be the breath of fresh air you need. This AI-powered CRM takes care of the boring stuff like updating contact info and tracking deals, so you can focus on actually selling.
What makes it stand out is how it brings everything together in one place. Instead of jumping between LinkedIn, your email, and a bunch of other tools, you get all your customer info right where you need it. The automatic data entry alone could save you hours each week.
The platform works best for founders and small sales teams who want something that just works without a ton of setup. That said, you’ll need to weigh the cost against your budget. While users say the time savings make it worth it, the pricing might be steep if you’re just starting out.
The setup isn’t plug-and-play either. You’ll need some basic tech skills to get everything connected properly. The good news is that once it’s running, the platform pretty much takes care of itself.
For businesses already using tools like Salesforce or HubSpot, switching might not make sense unless you’re really struggling with those platforms. But if you’re starting fresh or using spreadsheets to track sales, Clarify offers a modern approach that could speed up your sales process.
The bottom line? Clarify delivers on its promise to simplify CRM for small teams. Just make sure the price fits your budget and you’re comfortable with a bit of initial setup work.
Pricing
Clarify.ai operates on a credit-based pricing model where you pay for AI-powered work rather than per seat, with all plans including unlimited users.
The Free plan provides 2.5k credits monthly at no cost, ideal for small teams, and includes basic enrichment, deal and meeting intelligence, reporting, and email support.
The Starter plan costs $20 per month with 5k credits included, additional credits available at $20 per 5k, and adds advanced enrichment plus chat support for growing businesses.
The Growth plan offers custom pricing and credit packages for scaling businesses, including all Starter features plus CRM migration, SCIM/SAML security, and a dedicated account manager.
All plans include core CRM features like contact and company management, pipeline tracking, custom fields, tasks, workflows, and reports. AI-powered features include deal detection and summaries, meeting briefings with recording and transcription capabilities, automated follow-ups, and email sending features. Credits reset monthly and cannot be rolled over.
The company also offers integration with Google/Microsoft email and calendar, Zapier, and provides a Chrome extension, with additional integrations for LinkedIn, HubSpot, Salesforce migration, Affinity migration, and Attio migration coming soon.
Final Thoughts
Ready to get those hours back? If you’re spending more time updating your CRM than actually selling, it might be time for a change. Think about what you could do with an extra 5-10 hours every week. More calls? More demos? Maybe just getting home on time for once?
The real question is whether your current setup is helping or hurting your sales process. Take a minute to add up all the time you spend on data entry, updating deals, and searching for contact info. If it’s more than an hour a day, you’re probably leaving money on the table.
Clarify won’t be right for everyone. But if you’re a small team looking to punch above your weight, or a founder who needs to focus on growing the business instead of managing spreadsheets, it could be exactly what you need. The AI handles the boring stuff so you can do what you do best – build relationships and close deals.
Want to see if Clarify can give you back a full workday every week? Click the button below to try it out and see if it fits your workflow. Your future self (and your sales numbers) will thank you.
FAQs
