Clarify

What do you like best about the product?

Easy to use. Custom Objects are easy to define; allows for expansion out of the box. Useful AI chat Agent (Rep) for running tasks (uploads, data modifications, duplicate checking, etc.). Connectors to external Apps, Agents, Skills, etc. All-in-all a complete package.

What do you dislike about the product?

There are one or two UI quirks. Rep gets it wrong sometimes.

What problems is the product solving and how is that benefiting you?

We moved from a different CRM to Clarify. The low cost makes a big difference and we are able to port most of the functionally we had.

What do you like best about the product?

Clarify CRM makes Salesforce look like a dinosaur - a poorly designed, non-user-friendly dinosaur. Clarify has made CRM management possible for non-ops marketers by building an AI ops assistant directly into the user experience. I’m able to manage our customer and prospect data so much more efficiently.

What do you dislike about the product?

They’re still a startup so don’t have all the capabilities I’d love to see around analytics or workflows between sales and marketing, but they’re evolving rapidly, and I’m willing to wait.

What problems is the product solving and how is that benefiting you?

It’s easier to keep data clean through AI-powered rules, easier to customize our setup without having to hire an admin, and easier to create integrations with other tools with the assistance of AI vs expensive CRM development.

What do you like best about the product?

Coming from HubSpot, the simplicity and the focus on the tools, rather than upselling bells and whistles. Integrations have been working well for us, and any support queries have been handled very effectively.

What do you dislike about the product?

Everytime I open it, there's another updated. That's good really though, it shows that there's continuous development.

What problems is the product solving and how is that benefiting you?

Lead identification, meeting summaries as a refresh before a meeting is very handy. Pipeline insight / lead stage identification is really handy.

What do you like best about the product?

I really like the pricing model for Clarify CRM because it focuses on the specific actions we want instead of paying for user seats or modules. You're paying for tokens used against AI actions, which gives us control over our spending, allowing both full autonomy or minimal intervention as needed. The user interface is another plus; it's simple and stripped-back, which makes information faster to find and creates a more pleasant working environment. Additionally, the initial setup of Clarify CRM was very easy, which was a relief. I also appreciate how beautifully it links to LLMs like Claude and ChatGPT through MCP connection.

What do you dislike about the product?

It's a startup so they are expanding functionality all the time. The only thing I genuinely miss at the moment is having HTML signatures for email, as it has meant we're not really utilizing the email capabilities.

What problems is the product solving and how is that benefiting you?

Clarify CRM handles contact and company record management, deal pipeline, and sales outreach with AI. Our team doesn't need to know database management, just our goals. The pricing focuses on specific actions, and the simple UI makes finding information quick and pleasant.

What do you like best about the product?

I like that Clarify CRM fits perfectly into our AI stack. I use it to keep track of potential customers, waitlist sign-ups, and investors. It's our source of truth for customer data, and I appreciate that I don't need to input information manually. I just talk to it, and it figures out the rest—like setting up LinkedIn profiles—so I don't need to copy and paste names and companies. The initial setup was very easy.

What do you dislike about the product?

I was frustrated because the API was not exposed automatically, but after writing to support, I quickly got access to it.

What problems is the product solving and how is that benefiting you?

I use Clarify CRM as the source of truth, keeping all customer data centralized for the team. Its AI first approach lets me input data verbally and automates setup from LinkedIn URLs, reducing manual data entry and ensuring accuracy across potential customers and investors.

What do you like best about the product?

I really enjoy being able to use Rep for all aspects of the platform.

What do you dislike about the product?

What I don't like at the moment is some of the limits around integrations and the flexibility that the user has. For example there have been some small things that just haven't been built yet.

What problems is the product solving and how is that benefiting you?

It gives us the ability to have people who have never used a CRM start operating starting day one. The learning curve is low because Rep is there to help from the start. If you are unfamilar with CRMs it is still easy to user Rep

What do you like best about the product?

Clarify is the real deal AI CRM- the AI for my whole company that every CEO talks about wanting (and in many cases, spending millions of dollars on and falling incredibly short of what Clarify does out of the box.) Clarify has completely changed how I manage my company. The biggest win is that it genuinely runs itself — it connects to company calendar, email, and meetings and automatically captures activity, enriches contacts, and keeps deals updated without me having to log anything manually. As someone in a fast-moving sales environment, that's a game changer.

My team tends to be allergic to updating their CRM records, so the fact that Clarify's AI automatically does 90% of it for them has been a game changer.

The AI assistant (Rep) is incredibly useful. I can ask it questions about my team's pipeline, get meeting prep briefs, draft follow-up emails, and surface insights from past calls — all in plain language. It's literally Claude or ChatGPT for your business. Really advanced prompts about very specific things within my company process extremely fast, so very solid performance.

The meeting flow is seamless: prep, record, and recap all in one place. Summaries are generated automatically after calls, and action items are captured without me lifting a finger. UX is super intuitive.

Setup was also surprisingly fast — I was up and running in minutes, not days. We looked at multiple other AI-Native CRM's and the other ones were a fraction of the functionality after several days of POV testing. I should also mention that their pricing model was far less expensive for way more value than the other AI-CRM's we evaluated.

Lastly- the support has been 10/10, and the team listen to product feedback and product suggestions. We needed some custom objects and relationships due to the uniqueness of our business, and they had them built for us in under 2 weeks.

What do you dislike about the product?

I wish that it had a better Customer profile view that showed better purchase history, renewal dates, etc. It's sort of there in Company view, but it's not made in a way that you could Zoom out to see customer analytics like run rates, upcoming renewals, top customers by spend or by most products purchased, etc. Would also love a mobile app with Rep- especially if i could voice chat with it. That would be a game changer... I'm sure they'll come out with it at some point.

What problems is the product solving and how is that benefiting you?

The biggest problem it solved was eliminating 90+% of data entry and record cleanup required of every other CRM we've used or looked at.

What do you like best about the product?

I like that Clarify CRM is AI native. It's capturing all of our call information and transcripts, putting that into the CRM where I can provide summaries and next steps. The initial setup was really easy, like connecting to your mailbox.

What do you dislike about the product?

I'm not really sure. I need to get more into some of the more advanced features. I would like Clarify CRM to summarize for me some of the more urgent tasks that I need to get done in a given day.

What problems is the product solving and how is that benefiting you?

I use Clarify CRM to speed up workflows by capturing call information and transcripts, providing summaries and next steps. It links with Zoom to automatically record and transcribe calls.

What do you like best about the product?

I like that the support team for Clarify CRM is really responsive, and I appreciate that they are continually adding new features. Also, the initial setup was very easy for me.

What do you dislike about the product?

It feels a little clunky to be continuing to have to put labels on everybody. Not sure if there's a better way, but the labeling system seems slow. Thorough, but slow.

What problems is the product solving and how is that benefiting you?

Clarify CRM keeps me updated on upcoming meetings.

What do you like best about the product?

I love how Clarify CRM simply works without the complexity and clutter that plague other CRMs. It's really easy to use, and everyone on my team found it super effective. It handles the basic stuff really well and very fast, which is what matters to us. The absence of unnecessary graphs is a big plus, and the AI assistant is gold. The initial setup was super easy, and I would rate my likelihood to recommend Clarify a 10, as I already do almost every day.

What do you dislike about the product?

I feel the MacOS app at times is a bit sluggish. But that's all.

What problems is the product solving and how is that benefiting you?

I switched to Clarify CRM because it provides clear, concise information without clutter, unlike other CRMs that are too complex. It's easy and effective for my team, excels in basic tasks, and has a useful AI assistant. The MacOS app can be a bit sluggish though.