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Clarify

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Clarify positions itself as "the autonomous CRM for fast-moving GTM teams": it syncs to a rep's email and calendar to build and maintain CRM records automatically, adds an AI agent ("Rep") that preps meetings, drafts follow-ups, and answers questions, and prices itself on AI work done rather than seats.

Vendor's own claim
CRM/authoritative state

Core capabilities

Vendor's own claim
  • Automatic CRM sync from connected email and calendar - records, meetings, and deals created and updated without manual entry
  • Rep: a personal AI sales agent that briefs meetings, tracks deals, drafts follow-ups, and answers questions
  • Call recording, transcription, and automatic summarization into next steps
  • Deal detection and automatic stage updates from call/email activity
  • Lead Finder for prospecting and Campaigns for automated email sequences
  • AI fields: name a field and AI selects its type, writes instructions, and autofills it
  • Custom Agents that automate CRM workflows described in plain English
  • MCP server so AI assistants (Claude, ChatGPT, and others) can securely access and act on CRM data
  • Public API and integrations including Zapier, Pipedream, webhooks, HubSpot, Amplitude, PostHog, and Segment

API & agent surface

From official docs
Machine-readable spec
No OpenAPI link

Pricing

From official docs
PlanPriceIncludedNotable
Free$0/moUp to 1k credits/mo (resets monthly), 20k records
Unlimited
Enrichment, Call recorder, Sales agent (Rep)
Starter$50/mo5k credits/mo ($50 per extra 5k credits), 250k records
Unlimited
Advanced enrichment, Call recorder, Sales agent (Rep)
GrowthCustomCustom credit packages, unlimited records
Unlimited
Everything in Starter, Workflows, CRM migration

Checked 2026-08-06 against their pricing page. Vendors change pricing without notice.

What is Clarify

Vendor's own claim

Clarify is a CRM built around automatic data capture (email/calendar sync, call recording) and an AI agent layer ("Rep") that handles meeting prep, deal/field updates, and follow-ups, exposed to developers and AI assistants via a public API and an MCP server, and priced on a credit system tied to AI work rather than per-seat licensing.

Ideal customer profile

Vendor's own claim

at Dimmo, Klaro, Snow Pilot, Paramark) describing moving off HubSpot/Attio and no longer thinking about CRM upkeep.

Who should look elsewhere

Our read

Pricing is credit-metered, not flat per-seat: the free plan includes only 1,000 credits/month, and the Starter plan's included 5,000 credits costs $50/month with $50 per additional 5,000 credits - the pricing page's own team-size guidance shows a 5-9 person team typically running $300-600/month. Advanced items - Workflows, CRM migration, SAML/OIDC SSO, and a dedicated account manager - are Growth-tier and custom-priced only, so larger or security-conscious teams needing SSO have no self-serve path. The free plan also caps records at 20,000 versus 250,000 on Starter and unlimited on Growth, which will bind quickly for any team with a sizeable existing contact base.

Tools in the same layer

Our read

No curated rival set covers this tool yet, so these are simply other tools in the same architectural layer and product form. Treat it as a starting point, not a shortlist.

Clarify FAQ

Is Clarify free to try?

Yes, the Free plan includes unlimited seats, up to 1,000 credits/month, and 20,000 records, with access to core features like enrichment, the call recorder, Rep, Lead Finder, and Campaigns.

From official docs
How does Clarify's pricing actually work?

Every plan has unlimited seats - Clarify prices on AI work done ("credits") rather than seats filled. Free includes 1k credits/mo, Starter is $50/mo for 5k credits ($50 per extra 5k), and Growth is custom-priced with custom credit packages. The pricing page's own sizing guide estimates a 5-9 person team typically spends $300-600/month.

From official docs
Does Clarify have an MCP server for AI assistants?

Yes. Clarify's integrations page describes an MCP server that lets Claude, ChatGPT, and other AI assistants securely access and act on Clarify CRM data.

From official docs
How often does Clarify ship updates?

Frequently - the changelog shows a cadence of weekly "ship notes" plus monthly roundups, with the most recent entries covering agents, a public API, and campaign improvements through late July and early August 2026.

From official docs
Does Clarify record and transcribe sales calls?

Yes, a built-in call recorder is included on every plan (Free, Starter, Growth), with transcription and automatic summarization into next steps described in the product's meeting-intelligence features.

Vendor's own claim
Does Clarify offer SSO?

OIDC and SAML SSO are listed only on the custom-priced Growth tier in the confirmed pricing table, not on Free or Starter.

From official docs

Verify before you buy

  • Dedicated MCP setup documentation with named tools - only the integrations-page mention was confirmed, no MCP-specific doc URL or tool list
  • A machine-readable OpenAPI specification was not included in the reviewed source set.

Need help setting it up?

This page tells you whether Clarify fits. Cheetah builds and runs the system it goes into — enrichment, sequencing, CRM and the joins between them.

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