About
Clarify brings contact records, deals, prospecting, enrichment and call intelligence into one sales workspace. Connecting email and calendar helps populate customer history, while its AI assistant, Rep, supports conversational CRM work. Meeting preparation, call summaries and suggested record updates help keep account context together. AI Fields can extract information, classify records or score leads from a written prompt. Deal detection and field updates can produce suggestions for approval, while trigger-based agents handle recurring CRM work. Clarify became generally available in June 2025.
Editor's note
A natural fit for founders and small sales teams whose customer history is scattered across inboxes and meetings. Evaluate it using a representative week of calls and outreach: usage-based billing makes actual activity more important than headcount. Teams needing advanced permissions and workflows should compare the higher-tier cost before migrating.
Key features
- Meeting preparation from emails, action items and deal context
- Recorded-call summaries and follow-up tasks
- Deal summaries combining email, meetings and notes
- Prompt-driven AI Fields for extraction and lead scoring
- Deal and field-update suggestions for approval
- Trigger-based agents for recurring CRM work
Pricing
Free plan available. Starter from $40/month billed annually; Growth from $1,000/month billed annually. Enterprise is custom. Workspace pricing with metered AI credits and no per-seat charges.
Free
$0 / free plan
- 1,000 monthly credits
- Unlimited seats
- 20,000 records
- One campaign
Starter
From $40 / per month, billed annually
- 250,000 records
- Five campaigns
- Five objects
- Usage-based AI credits
Growth
From $1,000 / per month, billed annually
- 100,000+ monthly credits
- Workflow automation
- Warehouse access
- Advanced permissions
Enterprise
Custom / contact sales
- Custom volume
- SSO and SCIM
- Custom integrations
Frequently asked
- Can I try Clarify without a credit card?
- Yes. New workspaces receive a 14-day Growth-feature trial with 5,000 credits. They move to Free afterward without an automatic charge.
- What happens if I use all my credits?
- Metered AI features pause until the next billing cycle unless paid-plan on-demand credits are enabled. Meeting recording continues. Spend caps are available for on-demand usage.
- Does Clarify change every deal automatically?
- No. Some tasks run automatically, but its documented deal-detection and field-update features generate suggestions for users to approve.