Clarify CRM Reviews & Product Details

I like how Clarify CRM handles automations and includes an AI-rep as an advisor and steps manager. It kicks off manual work, autofills company profiles and people cards, and the AI-rep manages tasks and activities like a pen-friend, which is super helpful. The initial setup was smooth and proactive, and the sessions with Travis, who was our advisor during onboarding and exploring the tools, were a great experience. He’s a nice guy, and I appreciated having him guide us through. All these aspects make it amazing with lots of features and tools. Review collected by and hosted on G2.com.

I wish there was access to bigger data and a connection to LinkedIn Job board to receive new signals or deal proposals. Review collected by and hosted on G2.com.

I love how easy it is to use. I use Clarify for the simple CRM stuff: Deal tracking, reminders, etc. But I also use it for customer success, support, meeting notes, prospecting, and much more.

My favorite part by far is its native AI functionality - especially the fact that I can control / connect it to any AI tool via MCP. This allows me to do deep analysis on my deals, pull out notifications, or update my CRM on the go with free text. Review collected by and hosted on G2.com.

Not much. Product is new so at first there were some rough edges but it's really taken a turn in the previous few months. Review collected by and hosted on G2.com.

I find Clarify CRM invaluable for managing deal flow and relationships, which are crucial to my daily tasks. I appreciate how it automates workflows, keeping me on track with deadlines, recording meetings, and ensuring I am prepared for each engagement. The automation of processes and enhanced visibility across the team are standout features for me, helping everyone stay aligned on what is most important. I'm impressed with its ongoing improvement, as new features are introduced frequently, which shows Clarify CRM is building the next generation of CRMs. Furthermore, its nimble aspects make it an appealing tool, and I find it remarkably easy to set up and use. Review collected by and hosted on G2.com.

I wish that Clarify CRM was better at being a sourcing tool. We currently have to juggle sourcing across multiple tools like Harmonic. Clarify is full of AI features and I hope they add AI sourcing capabilities for new deals. Review collected by and hosted on G2.com.

I find Clarify CRM's ability to quickly record and capture developments in deals, even across teammates and multiple threads, incredibly useful. This functionality makes tracking both our sales and partnership pipelines very effective. The meeting recorder and the automated call summaries are features I appreciate. The Clarify team is constantly improving the product, which is cool to see. The meeting recordings and summaries make it easy to share accurately summarized call notes and follow-up tasks. We share those with prospects, customers, and partners often without edits. This capability has done away with a lot of manual data entry and deal updates. Setting up Clarify was easy. Any initial hiccups were addressed quickly by the team, which is a testament to the quality of support and care they're putting into this. Review collected by and hosted on G2.com.

Several of us have found it challenging to adapt work habits from legacy CRMs like HubSpot and Salesforce to Clarify CRM. It requires a bit of a different way of working - that's not necessarily a bad thing, but it has meant we need to rethink a few things. Review collected by and hosted on G2.com.

I find Clarify CRM exceptionally easy to use, thanks to its intuitive interface which simplifies my daily tasks. The AI that operates in the background is extremely beneficial—it listens to my meetings and automatically updates my views, which is a fantastic feature. Additionally, I appreciate the card recording feature a lot as it further streamlines my workflow. The initial setup was surprisingly easy and efficient; it was wonderful to have my email addresses, emails, and calendar automatically configured, which meant I didn't have much setup to do. Everything just worked right out of the box. Review collected by and hosted on G2.com.

I'm looking forward to improvements in the Deal filtering page. Currently, I find the filter or sort deals according to complex criteria a limitation. I anticipate that enhancing this feature will significantly improve my experience with Clarify CRM. Review collected by and hosted on G2.com.

I absolutely love how super simple and easy to use Clarify CRM is, making our day-to-day activities much more manageable. One of the standout features for me is the generosity of the free plan, which not only eases our tryout process but also comes packed with plenty of useful features. Additionally, I find the meeting recording and notes functionality built directly into the CRM to be incredibly helpful, enhancing our organization without needing separate tools for these tasks. The automatic updates are another highlight; they ensure our data pipeline remains clean and up-to-date, reducing the need for manual intervention. This feature significantly decreases the time we spend on manual data entry and updates, such as changing deal stages and assigning action items, which streamlines our workflow. Overall, these features collectively enhance the efficiency and effectiveness of our operations, making Clarify CRM a pivotal tool in our business processes. Review collected by and hosted on G2.com.

I think the analytics and reporting features in Clarify CRM are in their infancy. A little bit more customizability to be able to customize reporting would be helpful. Although the reporting feature has recently launched, there's an expectation for more enhancements in the future. Review collected by and hosted on G2.com.

I absolutely love the voice recorder feature in Clarify CRM because it's the best I've seen compared to previous tools like Fireflies. This feature integrates seamlessly with our meetings, allowing us to provide immediate follow-ups through summaries and ask clarifying questions about discussed topics right in Clarify. This enhances our meeting efficiency and ensures we don't miss any important points. The simplicity of Clarify CRM is also outstanding; I can make quick edits without needing to hire an external system integration expert, which was a common issue with Salesforce. Our entire team finds it easy and enjoyable to work with Clarify daily, unlike the experience with Salesforce. The product's intuitive design empowers us to manage tasks and communication effortlessly, and I appreciate that Clarify CRM has embedded features for call recordings and task management, eliminating the need for additional tools like Fireflies and Asana. Their continuous rollout of new features at a fast pace is also impressive, making the product feel dynamic and ever-improving. Review collected by and hosted on G2.com.

There is nothing we dislike. Review collected by and hosted on G2.com.

I appreciate how it brings the entire team together on a single platform. The interface is quite intuitive and easy to navigate. Creating and assigning tasks to team members is straightforward, and the search features are robust. Review collected by and hosted on G2.com.

At the moment, the AI still requires some assistance. It frequently populates company details with incorrect information, which on its own might not be a major issue. However, the bigger problem is that there is no option to remove or update a logo after the AI has automatically filled it in. Review collected by and hosted on G2.com.

I hate CRM maintainence. It's a lot of work to keep contacts, companies, meetings, and notes up-to-date. The killer feature of Clarify is that it updates everything for you. I never worry about whether we remembered to track a deal anymore. I just search in Clarify when I'm ready, and every interaction (meeting recordings, emails, etc.) is magically there and linked up correctly. Setup was also a breeze. Review collected by and hosted on G2.com.

Not fully configurable and needs some minor UI polish. For example, I wanted to make sure all of my meeting recordings were automatically shared internally, but I couldn't find a setting for this in Clarify. That said, their team was able to manually do this for me in their backend within a few hours, so not a big deal. Review collected by and hosted on G2.com.

Effortless CRM for the first time ever. Really it has actually reduced my manual work so I can focus on selling, they also build just beautiful software. Review collected by and hosted on G2.com.

Wish it had a few more integrations but nothing dealbreaking just yet Review collected by and hosted on G2.com.