Clarify

Clarify positions itself as an AI-native CRM that moves beyond traditional pipeline tracking into autonomous sales workflow automation. The platform's core premise is reducing manual CRM work — data entry, account research, deal logging — through AI agents that operate within the CRM itself.

At the center of the product are AI Fields: custom fields on any record type that Clarify fills in automatically using prompts written by the user. Teams can score leads, classify records, or extract structured details from emails and meeting transcripts without manual review. Each autofill consumes between 3 and 30 credits, depending on complexity.

Deal Detection monitors incoming emails and calendar activity, flagging potential new opportunities as they appear. When a deal is detected, Clarify proposes a draft with a name, stage, and linked contacts for user approval — at 20 credits per deal created. Field Updates, at 10 credits each, suggest stage changes and other field modifications for review.

Before every call, Clarify's Account Research agent automatically investigates each account entering the pipeline and generates a SPICED discovery brief. The intent is to ensure sales reps walk into conversations with context rather than spending time on pre-call research.

The Agent Builder allows users to create custom AI agents without engineering work. Ready-made templates are available for one-click installation, or users can describe what they want in plain language and Clarify builds the agent. Agents natively connect to Gmail, Google Calendar, Slack, and anything accessible over the Model Context Protocol (MCP).

Integration depth is a differentiator for this AI CRM Assistant. The Apollo integration connects to 275M+ verified B2B contacts and sales intelligence — though full enrichment coverage depends on a paid Apollo subscription. The Amplitude integration brings product analytics into the CRM, surfacing feature adoption patterns and high-engagement users as qualified leads. The Braze integration enables CRM events to trigger cross-channel marketing campaigns, creating handoffs between sales and marketing. For broader connectivity, Zapier opens access to 7,000+ apps, and Pipedream supports no-code or custom-code workflows.

A Chrome Extension captures LinkedIn contacts in one click and enriches records while browsing, aiming to keep the CRM current without manual data entry.

Compared to traditional platforms like HubSpot, Clarify's emphasis is on AI-first automation rather than manual pipeline management. The credit-based consumption model means teams pay for AI actions on a per-use basis, which can be economical for targeted use but costs may accumulate with high-volume automation. The trade-off is the typical one with AI-native tools: efficiency gains depend on prompt quality and AI accuracy, and third-party integrations like Apollo require separate subscriptions for full functionality.