The Clarify Insider’s Guide
Everything we know about Clarify in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Clarify
The Insider’s Guide
AI CRM with a sales agent, priced by credits rather than seats
Every plan, grade, refund rule and rival among CRM tools, read from Clarify’s own pages.
Made by Clarify Inc. · checked Oct 6, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Clarify’s own pages, its app-store listings and our grades. Every fact in it is on Clarify’s page too, where it is kept up to date. Checked Oct 6, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.2
GPA, above 4 of the 48 other CRM tools we grade
Clarify is an AI-centered CRM for go-to-market teams that fills itself in from email, calendar and recorded calls. A built-in sales agent called Rep prepares meeting briefs, drafts follow-ups and updates deals, while Lead Finder and Campaigns add prospecting and outreach. Pricing is based on AI credits rather than seats, so every plan, including the free one, allows unlimited users.
To get you started, here are 9 things to know about Clarify, taken from its own pages and our grades.
- 1
Best for small teams that hate typing into a CRM
Clarify is a CRM that fills itself in from your email, calendar and recorded calls, with an AI agent called Rep writing briefs and follow-ups.
- 2
Paid plans start at $40 a month
As its pricing page puts it: $40 / month, billed annually ($50 billed monthly), unlimited seats.
- 3
There is a free plan
Unlimited seats, 1,000 credits a month, 20,000 records, 1 campaign and 3 objects, with the AI sales agent and the call recorder and notetaker.
- 4
It runs on 3 platforms
Web, macOS and Windows, with a browser extension too.
- 5
Rep, the AI sales agent
Rep briefs you before meetings, drafts follow-ups, captures tasks and answers questions about deals. It is included on every plan and draws on the monthly credit allowance.
- 6
Email, calendar and call capture
Clarify syncs email and calendar, joins and records calls, then summarizes them and updates deal stages. Meeting recording keeps working when credits run out.
- 7
Lead Finder and Campaigns
Built-in prospecting finds and enriches leads, and Campaigns run outreach from the CRM. Active campaigns are capped at 1 on Free, 5 on Starter and 20 on Growth.
- 8
A 2.2 GPA, above 4 of 48
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Clarify you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one.
Clarify at a glance
- Pricing
- Free plan, from $40 / month, billed annually ($50 billed monthly), unlimited seats
- Free plan
- Yes
- Free trial
- None stated
- Runs on
- Web, macOS, Windows, Browser extension
- Made by
- Clarify Inc.
- Category
- CRM Software
- Our grade
- 2.2 GPA, fair
The report card
Best for small teams that hate typing into a CRM
Clarify is a CRM that fills itself in from your email, calendar and recorded calls, with an AI agent called Rep writing briefs and follow-ups. Free lets the whole team in, but AI work is metered: 1,000 credits a month, and a meeting summary costs 30. Starter is $40 a month, workflow automation jumps to Growth from $1,000 a month, and there's no phone app.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | D | Starter is $40 a month on yearly billing, past the dearer quarter of CRMs even before you count that it's $50 month to month. With unlimited seats, one person pays the same as a whole team. Then the cliff: workflow automation, an ordinary CRM feature, starts on Growth from $1,000 a month. |
| Free plan and trial | B | Unlimited seats, 20,000 records, 1 campaign, 3 objects, the AI sales agent and the call recorder, all free. The meter is the catch: 1,000 credits a month, a meeting summary costs 30, and the AI pauses when they run out, though recording carries on. |
| Features | C | It syncs email and calendar, records and sums up calls, updates deal stages, finds and enriches leads, runs outreach campaigns and builds agents from a plain-language description. The listing's own gaps are big ones, though: workflow automation is Growth and Enterprise only, and objects stop at 10. |
| Ease of use | C | No store rating on record. Records do fill in once your email, calendar and calls are connected, which is the pitch, but connecting them comes first and you have to learn what each bit of AI work costs in credits. |
| Platforms and integrations | B | Web, a Mac app that needs Apple Silicon, a Windows app still in beta and a browser extension, with no phone app on the download page. It connects to Google Workspace, Microsoft 365, Slack, HubSpot, LinkedIn, Zapier, Zoom and Stripe, and has an API. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Clarify is for
- Fits if you're a founder doing the selling and don't want to type up every call
- Works for teams that would rather pay one $40 a month bill than pay per seat
Who it is not for
- Skip it if you work from your phone, as the download page lists no mobile app
- Pricey if you need workflow automation, which starts on Growth from $1,000 a month
- Not for you if you want a fixed bill, since AI work is metered in credits and pauses at zero
- Tight if you stay free: 20,000 records, 1 campaign, 3 objects and community support only
- Watch out: the Mac app needs Apple Silicon and the Windows app is still in beta
Good to know
Good for
- Founder-led and small sales teams that want little manual data entry
- Teams that prefer usage-based pricing to paying per seat
- Sellers who want call recording and meeting prep inside the CRM
Worth knowing
- AI work is metered: at zero credits, AI features pause until the next cycle unless a paid plan turns on on-demand credits.
- Workflow automation, delegated sending and advanced permissions start on Growth, from $1,000 a month billed annually.
- The desktop app needs an Apple Silicon Mac, the Windows app is in beta, and the download page lists no mobile app.
- The Free plan is limited to 20,000 records, 1 campaign and 3 objects, with community and docs support only.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$40
A month to start. There is a free plan too
Clarify has a free plan. Paid plans start at $40 / month, billed annually ($50 billed monthly), unlimited seats.
With unlimited seats, one person pays the same as a whole team.
Free
$0
Unlimited seats, 1,000 credits a month, 20k records, 1 campaign and 3 objects, with the AI sales agent and call recorder.
Starter
$40
per month, billed annually ($50 billed monthly)
5,000 credits a month, with larger buckets up to 40k at higher prices; 250k records, 5 campaigns, 5 objects and advanced enrichment.
Growth
From $1,000
per month, billed annually
100k+ credits a month, 750k records, 20 campaigns, workflow automation, warehouse access, delegated sending and a dedicated CSM.
Enterprise
Custom
Custom credit and record volume, unlimited campaigns and objects, SSO and SCIM, role-based access and custom integrations.
The free plan
Unlimited seats, 1,000 credits a month, 20,000 records, 1 campaign and 3 objects, with the AI sales agent and the call recorder and notetaker.
Read from clarify.ai on Oct 6, 2026.
Ways to pay less
Annual discount
Save 20% on Starter with annual billing
Starter is shown at $40 a month billed annually, labelled as a 20% saving on the $50 monthly price. Growth and Enterprise are billed annually only.
Stated on clarify.ai
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
4
Places it runs: Web, macOS, Windows and Browser extension
AI CRM with a sales agent, priced by credits rather than seats. Here is what it does, as its own site describes it, and what it covers: public API, AI features, meeting notes, sales pipeline, workflow automation, AI agents.
Web, a Mac app that needs Apple Silicon, a Windows app still in beta and a browser extension, with no phone app on the download page.
- Rep, the AI sales agent
- Rep briefs you before meetings, drafts follow-ups, captures tasks and answers questions about deals. It is included on every plan and draws on the monthly credit allowance.
- Email, calendar and call capture
- Clarify syncs email and calendar, joins and records calls, then summarizes them and updates deal stages. Meeting recording keeps working when credits run out.
- Lead Finder and Campaigns
- Built-in prospecting finds and enriches leads, and Campaigns run outreach from the CRM. Active campaigns are capped at 1 on Free, 5 on Starter and 20 on Growth.
- Agents and workflows
- Custom agents start from a template or a plain-language description and are on every plan. Workflow automation is listed only on Growth and Enterprise.
- AI fields and custom objects
- Name a field and AI picks its type, writes its instructions and fills it in. Objects are limited to 3 on Free, 5 on Starter and 10 on Growth.
- Credit-based billing
- Seats are unlimited on every plan. Credits pay for AI work at published rates, for example 30 credits per meeting summary and 1 per campaign email.
Where it runs
- Web
- macOS
- Windows
- Browser extension
What it works with
- Google Workspace
- Microsoft 365
- Slack
- HubSpot
- Zapier
- Zoom
- Stripe
Clarify is made by Clarify Inc.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
4/48
Other CRM tools it is graded above
Clarify's GPA of 2.2 is higher than 4 of the 48 other CRM tools we grade, and level with 14.
It stands best on free plan and trial (B, above 37 of 48) and worst on value for money (D, above 0).
Its paid plans start at $40 a month, against a middle price of $24 for the category: 37 of the 46 others that charge start lower.
On features, ease of use and platforms it scores 2.3 out of 4. 31 tools score higher and cost less.
Each grade against the category
Every bar is all 49 CRM tools we grade, cut by the letter each got. Clarify’s own letter is outlined.
- DValue for moneyAbove 0 of 48
- BFree plan and trialAbove 37 of 48
- CFeaturesAbove 0 of 48
- CEase of useAbove 1 of 48
- BPlatforms and integrationsAbove 5 of 48
Price against what you get
Each dot is one of 47 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Clarify is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Clarify you would be making an AI agent, with the models and the safeguards behind it. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 30 of the 48 other CRM tools grade higher. It costs $480 a year.
What you could make
- Sales pipeline: an app builder makes this well.
What you could not
- An AI agent, with the models and the safeguards behind it.
- A bot that joins your calls and turns the talk into notes.
- Connections to other products, each kept working as those products change.
- A real app for macOS and Windows. Something home-made would be a web page.
What this rests on. Clarify’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Attio, Lightfield, folk, Salesflare and HubSpot
The 5 tools Clarify is most often weighed against, with where each one differs from it.
- 2.4GPA
Attio
Free plan · from $35/mo
CRM with a customizable data model, workflows and AI agents.
- Only Clarify lists macOS and Windows apps.
- Only Attio lists iOS and Android apps.
- Clarify also covers meeting notes and AI agents.
- 2.2GPA
Lightfield
Free trial · from $89/mo
AI-native CRM that updates itself from email, calls and meetings.
- Clarify has a free plan. Lightfield does not, though it has a free trial.
- Only Clarify lists macOS and Windows apps.
- Only Clarify lists a browser extension.
- 2.2GPA
folk
Free trial · from $24/mo
CRM that pulls contacts from LinkedIn, email and WhatsApp.
- Clarify has a free plan. folk does not, though it has a free trial.
- Only folk lists iOS and Android apps.
- Clarify also covers meeting notes and AI agents.
- 2.4GPA
Salesflare
Free trial · from $29/mo
B2B sales CRM that fills itself in from email and calendar.
- Clarify has a free plan. Salesflare does not, though it has a free trial.
- Only Clarify lists macOS and Windows apps.
- Only Salesflare lists iOS and Android apps.
- 3.2GPA
HubSpot
Free plan · from $20/mo
Free CRM at the center of a marketing, sales and service suite.
- Only Clarify lists macOS and Windows apps.
- Only HubSpot lists iOS and Android apps.
- Clarify also covers meeting notes and AI agents.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
14
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Clarify free?
Clarify has a free plan. Unlimited seats, 1,000 credits a month, 20,000 records, 1 campaign and 3 objects, with the AI sales agent and the call recorder and notetaker.
How much does Clarify cost?
Clarify lists 4 plans. Free: $0.
What platforms does Clarify work on?
Clarify is available on Web, macOS and Windows. It also has a browser extension.
Does Clarify offer any discounts?
Clarify publicly lists the following: Save 20% on Starter with annual billing.
Does Clarify have an Android app?
No Android app was listed when its pages were read on Oct 6, 2026. Clarify is listed for Web, macOS and Windows.
Does Clarify have an iPhone app?
No iPhone app was listed when its pages were read on Oct 6, 2026. Clarify is listed for Web, macOS and Windows.
Is Clarify open source?
Clarify is not described as open source on its own site, as read on Oct 6, 2026.
Does Clarify have an API?
Yes. Clarify offers a public API, according to its own site.
What does Clarify integrate with?
Clarify's listing names Google Workspace, Microsoft 365, Slack, HubSpot, LinkedIn, Zapier, Zoom and Stripe.
Who makes Clarify?
Clarify is made by Clarify Inc.
What are the alternatives to Clarify?
The closest alternatives to Clarify in our directory are Attio, Lightfield, folk, Salesflare and HubSpot.
How does Clarify compare with other CRM tools?
Clarify's GPA of 2.2 is higher than 4 of the 48 other CRM tools we grade, and level with 14.
Is Clarify good value for money?
ToolGPA grades Clarify D for value for money. Its paid plans start at $40 a month, against a middle price of $24 for the category: 37 of the 46 others that charge start lower.
Could I make my own version of Clarify?
To replace Clarify you would be making an AI agent, with the models and the safeguards behind it.
Where this guide comes from
The prices, plans, platforms and features were read from Clarify’s own pages on Oct 6, 2026, and the grades were given on Oct 10, 2026. Graded from this listing, whose facts were read from Clarify's own pages on 6 October 2026. Also tested with a demo account on 2026-03-03.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Clarify Inc. Prices change, so check clarify.ai before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
3,189
Tools graded, in 94 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
3,189
tools graded
94
categories
426
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Clarify, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/clarify
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Clarify: The Insider's Guide", checked Oct 6, 2026. https://toolgpa.com/tools/clarify
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/clarify/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded CRM tools after Clarify, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 49 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Clarify’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Clarify is a trademark of its owner, and this guide is not made, paid for or approved by Clarify Inc. Prices and plans change: check clarify.ai before you buy.