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Clarify

Clarify Inc. · Founded 2024

4.5(5)
Freemium · Custom/Usage-based

About

Clarify is an AI-native CRM platform that automates pipeline creation, meeting follow-ups, and data entry by working continuously in the background. It connects to email, calendar, and call data to generate self-sustaining customer records, allowing sales teams to focus on selling rather than CRM upkeep. Features include automatic deal stage updates, pipeline intelligence, and meeting transcription summaries.

Features

  • Autonomous data entry automation
  • Meeting transcription and summaries
  • Automatic deal creation and updates
  • Pipeline intelligence
  • Prospect identification from emails/calls
  • AI-drafted follow-ups
  • Native email/calendar/call integration
  • Conversational data interface

Integrations

GmailOutlookCalendar systemsCall recording platforms

Reviews (5)

4.0
Sep 1, 2026
Pros: Ability to manage multiple engagements in one place, review and document audit procedures across engagements without logging into different tools, review documentation in the application without opening other applications
Cons: Setting up existing reviews with imports was a learning curve initially

User valued Fieldguide's centralized engagement management and consolidated documentation review capabilities, though found the initial setup for imports somewhat challenging.

Verified reviewervia Software Advice
Sep 1, 2026
Pros: Customer support team was helpful
Cons: System functionality for changing customer on existing job was not immediately clear

User appreciated ServiceWorks' customer support team but initially had difficulty understanding how to change the customer for an existing job without canceling the service call.

Verified reviewer at Consumer Services, 2-10 employeesvia Software Advice
5.0
Sep 1, 2026
Pros: Helped collect more feedback and gain insights to improve business

User praised Trustpilot for helping collect feedback and gain business insights, noting that the platform is free to use and open to all.

Verified reviewervia Software Advice
Aug 3, 2026
Pros: Simple to use and understand, appropriate tool for students

The user appreciates that the product is simple to use and understand, making it an appropriate tool for their students.

Verified Capterra uservia Capterra
Aug 3, 2026
Pros: Responsiveness and support from Clarify Atlas, enhancing overall experience and partnership

Users appreciate the responsiveness and support from Clarify Atlas, which enhances their overall experience and partnership.

Verified G2 uservia G2

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