Close vs Clarify

Close brings calling, texting, and email into a sales CRM, with conversations saved alongside the lead. Clarify uses AI to build and update records from email, calendars, and video meetings. Clarify says phone calls and texts are logged as comments, so those conversations happen on your phone or in another app.

Updated Oct 21, 2026

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Choose Close if…

You call or text prospects most days.
You want calls, texts, and emails together on the lead.
You want a dialer for working through a list, and AI agents that call and qualify new leads.
You want reps selling in their first week, with calls and texts in the CRM instead of logged as comments afterward.

Clarify may suit you if…

You sell mainly through video meetings and email.
You want your CRM populated from your inbox and calendar.
You want to add teammates without per-seat fees.

On this page7 sections

The main difference#

We built Close around sales conversations. You can call, text, and email from the CRM, and calls are logged automatically with a recording, transcript, and summary. Higher plans add workflows across those channels.

Clarify uses connected email, calendars, and meetings to create records and suggest updates. Its recorder can capture supported video meetings and summarize them; Clarify says suggested field changes require approval.

You can assemble what Close does from a CRM, a calling app, and a texting tool. A small sales team shouldn’t have to.

Close and Clarify side by side#

Use the table to see what's built in, what requires another tool, and which actions use credits.

Capability	Close	Clarify
Calling and texting	Built in; calls log automatically	Calls and texts happen in another app and are logged as comments in Clarify.
Dialers	Power dialer on Growth; predictive dialer on Scale	Depends on the calling app
Recording	Phone-call recordings, transcripts, and summaries; retention varies by plan	Supported video-meeting recording; summaries use credits
AI agents	Can call, qualify, and book, using AI credits	Background agents update records and send email; approvals and limits apply.
Follow-up	Workflows on Growth and Scale combine email, text, and call steps	Email campaigns with LinkedIn steps; active-campaign and credit limits vary by plan
Pricing	Per user	Per workspace with unlimited users, plus usage beyond allowances
Reporting	Activity, opportunity funnel, and workflow reports	Rep can chart metrics and save them to a live-data Library
Mobile	iOS and Android calls, texts, and CRM	Clarify lists desktop apps and a browser extension.
Migration	Free migration of simple data	Saved lists can export as CSV; confirm history separately

Test your calling app and confirm features and credit usage before you buy.

After a call goes unanswered#

You call a lead, but they don't pick up. You want to leave a voicemail and follow up with a text.

In Close

Call from your browser, drop a pre-recorded voicemail with one click, and send a text from the lead's record. The call is already logged with its summary. On higher plans, the Power Dialer can move to the next lead.

In Clarify

Place the call, leave the voicemail, and send the text from your phone or a separate calling app, then log them as comments on the relevant record in Clarify. You can send a follow-up email from Clarify through connected Gmail or Outlook.

Try it yourself: In each trial, call your own phone, let it ring out, and follow up by text. See where the call, voicemail, and text appear.

Follow one lead from first contact to meeting

Step	Close	Clarify and a calling app
Step 1Lead arrives	Add a lead or capture it through a form	Create records from connected email and meetings, import a CSV, or use Lead Finder
Step 2First call	Call from the browser; the recording, transcript, and summary are logged	Call in another app and log it as a comment
Step 3No answer	Drop a pre-recorded voicemail and text from the record	Leave a voicemail and text from the calling app, then log them
Step 4Follow-up	Higher plans combine email, text, and call steps	Send email through Gmail or Outlook or add the lead to a campaign
Step 5Meeting	A rep or AI agent can book; Calendly bookings can sync	Calendly and Cal.com bookings can sync
Step 6Notes	Phone-call summary stays on the lead	The video recorder transcribes and summarizes meetings; suggested field changes require approval

Try the full sequence with your own calling setup to see where the conversation and next step appear.

Following up across calls, texts, and email#

Set up the follow-up

Close workflows are available on Growth and Scale. They can combine email, text, and call steps and hand a call to an AI agent.

Clarify campaigns are multi-step email sequences sent through connected Gmail or Outlook, with LinkedIn steps and plan-specific active-campaign limits. Each sent email uses a credit. Clarify caps sending at 250 emails per day per account, and a campaign paused at zero credits needs a manual restart.

See what's happened

Close offers activity and workflow performance reports. Clarify's assistant, Rep, can chart pipeline metrics and save them to a Library that reruns on live data.

If you want AI agents to help

Close AI agents can call leads, qualify them, book meetings, and log the call. They're available on every plan and billed by usage.

Clarify's agents update records and draft or send emails when chosen events occur. Clarify says each agent can run up to 100 times an hour, actions have no undo, and its activity log isn't an exportable audit log. Suggested field changes require approval. Research-heavy runs can use hundreds or thousands of credits, so test approval and credit use for your own process.

What does the full setup cost?#

Clarify Starter is $40 per workspace per month billed annually or $50 billed monthly, with unlimited users. Close Essentials is $35 per user per month billed annually or $49 monthly, so subscription costs change differently as your team grows.

98% of Close users say it saves them at least three hours a week of admin and manual work, which is more than 150 hours a year per seller.

Price it yourself: yearly totals for 1, 3 and 5 sellers

The cost table adds Aircall for phone selling. If you call from your own phone or rarely dial, you may not need that app. If you already have one, use your actual cost. Also include Close calling usage and Clarify credits beyond the plan allowance.

Calling, texting, and email

Team size	Close	Clarify + Aircall
1 seller	Close Essentials$420/yr billed annually$588/yr billed monthly	Clarify Starter + Aircall Essentials$1,560/yr billed annually$2,040/yr billed monthly
3 sellers	Close Essentials$1,260/yr billed annually$1,764/yr billed monthly	Clarify Starter + Aircall Essentials$1,560/yr billed annually$2,040/yr billed monthly
5 sellers	Close Essentials$2,100/yr billed annually$2,940/yr billed monthly	Clarify Starter + Aircall Essentials$2,280/yr billed annually$3,000/yr billed monthly

Comparing plans with a power dialer

Team size	Close	Clarify + Aircall
1 seller	Close Growth$1,188/yr billed annually$1,308/yr billed monthly	Clarify Starter + Aircall Professional$2,280/yr billed annually$3,120/yr billed monthly
3 sellers	Close Growth$3,564/yr billed annually$3,924/yr billed monthly	Clarify Starter + Aircall Professional$2,280/yr billed annually$3,120/yr billed monthly
5 sellers	Close Growth$5,940/yr billed annually$6,540/yr billed monthly	Clarify Starter + Aircall Professional$3,480/yr billed annually$4,800/yr billed monthly

Close is priced per user, Clarify per workspace, and Aircall per license. Aircall requires at least three licenses, included in the one-seller examples. Prices were checked October 21, 2026, before taxes and usage. Close bills calling and numbers separately; Clarify usage beyond included credits can cost extra. Clarify Growth is listed from $1,000/workspace/month billed annually only.

List prices are a starting point. What you pay depends on your billing term, team size, calling, texting, and AI usage beyond included credits, add-ons, onboarding fees, and the terms you agree with each vendor. Prices and plans change, so confirm current pricing before you buy.

Buying for five or more sellers? Talk to our sales team about team pricing and onboarding.

What else each plan includes

Clarify Starter lists up to five active email campaigns, while Close Essentials has no workflows. Compare the plan and calling setup your team would use.

Try Close before you switch#

Start a free 14-day trial and work a few leads through a first call and follow-up. The trial includes calling and enrichment credits; no credit card is required.

If you decide to switch, our team moves simple data for free. Clarify says saved lists export as CSV with only the fields visible to the exporter. Review your mappings and ask Support how to handle notes, email, and activity history before a full move.

Already planning the move? Data and preparation details

Before moving, export saved lists from an account that can see the necessary records and fields. Review a sample and set up pipelines and statuses. Plan how to retain notes, emails, and meeting history, and list campaigns and agents to rebuild. Also check number-transfer eligibility and US texting registration. See the Switching from Clarify guide for details.

Frequently asked questions#

Is Close or Clarify better for a sales team?

Close is the better fit if you sell by phone and text as well as email, and want those conversations and a dialer in the CRM. Clarify fits better if you sell mainly through email and video meetings and want AI to build records from your inbox and calendar. Try the work your reps do most in both, including any calling app.

Can I call and text from Clarify?

Clarify says phone calls and texts are logged as comments after they happen on a phone or in another app. Test any integration your team plans to use before you buy.

Is Clarify cheaper than Close?

Clarify Starter is priced per workspace with unlimited users; Close is priced per user. A calling app and credit usage can change the comparison. Use your team size and actual tools rather than the entry price alone.

Can I move Clarify data to Close?

Clarify saved lists can export as CSV. Review a sample and ask Support how to handle custom objects and activity history; the Close file importer doesn't bring in notes, calls, emails, or texts.

Try your next call in Close

Make a call, send a follow-up, and see how it feels to work from the lead's record.

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How we made this comparison

Close makes one of the CRMs on this page. We used vendor product, pricing, and help pages checked Oct 21, 2026, without a hands-on Clarify trial. Confirm current plan, credit, and app behavior before buying.

Sources include Close pricing, the Close import guide, and the Clarify and Aircall sources listed under Sources.