Clarify
Full-stack AI CRM: agents run the work around every sale.
By Clarify · 4.2/5 Value-Position score (estimate)
Positioning guardrails
Best for
- B2B sales and GTM teams that want an AI-native CRM instead of Salesforce or HubSpot
- Startups and scale-ups (roughly 3-200 seats) that dislike per-seat CRM pricing and manual data entry
- Teams consolidating a GTM stack - CRM, call recorder, enrichment, prospecting and campaigns - into one system
- Companies that want to run CRM work from Claude, ChatGPT, Cursor or Slack through MCP
Ideal size: 3-200 seats people · Seed to Series C B2B team with a modern GTM stack
Not for
- Buyers who need deep vertical workflows such as ERP, field service or project accounting
- Organisations that require EU data residency today, since hosting is US-only
- Teams that need on-premise or self-hosted deployment
- Enterprises demanding FedRAMP, ISO 27001 or ISO 42001 evidence
Value metrics scorecard
Time-to-Value
Same day to 1 week
~1 days to first production value
Total Cost of Ownership
$12,000/yr
Starts at $0 · Unlimited seats; credit-based AI usage. Free ($0), Starter $40/mo billed annually, Growth from $1,000/mo, Enterprise custom.
Implementation Friction
2/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
Unlimited seats on every plan, no per-seat charges. Free caps at 20k records; Starter 250k; Growth 750k.
Add-on costs
- Additional AI credits beyond the monthly allowance, purchased per credit
- On-demand credits with an optional dollar-based spend cap
- Higher tiers add warehouse access, SSO/SCIM and custom integrations
Company & support
Who is behind Clarify, and how your team gets help once it is live.
Company
- Founded
- Not recorded
- Headquarters
- Not recorded
How you get support
- PhoneNot listed
- EmailPaid plans
- Live chatPaid plans
- Support portal / ticketsNot listed
- Community forumAll plans
- Help centre / docsAll plans
- Dedicated account managerEnterprise only
- In person / on-siteNot listed
- Hours
- Not recorded
- Response time
- Not stated
Free plan lists community and docs; Starter adds chat and email support; Growth adds a dedicated CSM, Slack support and CRM migration; Enterprise adds a dedicated GTME and custom integrations. No support hours or SLA are published.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where Clarify sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line.
Companies on the chart 6 / 10
- Clarify
- Outplay
- Smartlead
- Conveyor
- Unify
- Regie.ai
Add or change companies
Up to 10 companies including Clarify. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
Ships an official MCP server. Connects to Claude Code, Claude Desktop, ChatGPT connectors and Cursor out of the box.
AI & MCP readiness
What Clarify ships in AI, and what it asks of your ecosystem.
AI features shipped
Clarify markets itself as a full-stack AI CRM. Agents (Rep) run prospecting and enrichment, watch for buying signals, prep and summarise meetings, update CRM records, and draft email and LinkedIn outreach. No source names the underlying model provider or states whether customers can bring their own model key.
Your data & models
- Trains on your data
- Never trains on your data
- Runs on
- Not recorded
- AI pricing
- Billed by usage or credits
In your ecosystem
- AI connection
- Official MCP server
- Model key
- Not recorded
- AI usage audit
- Not recorded
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Clarify is a full-stack, AI-native CRM for B2B go-to-market teams. Agents (Rep) handle prospecting, enrichment, meeting recording and summaries, CRM updates, campaigns and reporting, and an official MCP server lets teams work from Claude, ChatGPT, Cursor or Slack. Pricing is seat-free and credit-based: a free tier, Starter at $40/mo billed annually, Growth from $1,000/mo and custom Enterprise. Clarify reports SOC 2 Type 2, HIPAA (BAA from Growth) and GDPR, hosts on AWS in the US, and says 8,000+ GTM teams use it.
Frequently asked questions
How does Clarify price compared with per-seat CRMs like Salesforce or HubSpot?
Clarify charges no per-seat fees - every plan includes unlimited seats. You pay a plan fee plus the AI work, measured in credits: Free (1,000 credits/month), Starter at $40/month billed annually, Growth from $1,000/month, and custom Enterprise. Credits cover meeting prep and summaries, deal creation and updates, task creation and workflow runs; the vendor cites roughly 30 credits per meeting summary and 1 credit per campaign email. Workspaces can disable overages or switch off specific credit-consuming features, and email alerts fire at 80%, 90% and 100% of the allowance.
How long does it take to get value, and what does migration involve?
Starting fresh, you connect email and calendar and Clarify builds contacts, companies and deals from conversations you have already had; vendor customers describe setup in minutes rather than hours. Coming from another CRM, Clarify maps your fields and objects, migrates records and history, and keeps both systems in two-way sync while you switch. CRM migration is listed as part of the Growth plan's support and implementation. Public customer stories include a ten-year Salesforce instance migrated in about 30 days and 100% clean CRM data within two weeks.
What security and compliance commitments does Clarify publish?
Clarify's security page states SOC 2 Type 2 compliance, HIPAA support with a Business Associate Agreement available on the Growth plan and above, and GDPR processing with a DPA and Standard Contractual Clauses on Growth and above. Data is hosted on AWS in the US, encrypted in transit and at rest, with annual third-party penetration testing and audit logging of administrative actions. EU hosting is described as planned. No ISO 27001, FedRAMP or ISO 42001 claim is published, so regulated buyers should validate their own requirements.
Can our team use Clarify from other AI assistants or from Slack?
Yes. Clarify ships an official Clarify CRM MCP server, so Claude, ChatGPT, Cursor and other MCP-capable assistants can read and act on CRM data; the homepage and integrations page both point to the install guide. Native integrations also cover Slack, Zapier, Pipedream, webhooks, Google Workspace, Microsoft 365, HubSpot and Salesforce in two-way sync, plus meeting, marketing, payments and support tools such as Zoom, Stripe, Intercom and Front.
Who is Clarify not a good fit for?
Clarify is a horizontal B2B sales CRM, not a vertical system of record. Teams that need ERP, field service, project accounting, core banking or clinical delivery workflows will still need a specialist platform. Buyers with strict EU data residency requirements should note hosting is US-only today, and the privacy policy states the service is not designed to hold sensitive personal data such as government IDs or financial account details. Organisations requiring FedRAMP or ISO 27001 evidence will not find it on Clarify's security page.