Clarify review: plans, strengths, and limitations

Clarify is a CRM that uses connected email, calendars, and meetings to help build and update records. Teams can work with its AI assistant, Rep, and configure background agents for tasks such as drafting follow-ups or suggesting updates.

This review looks at how Clarify supports daily work, how its workspace pricing and credits work, and where to check its limits.

By the Close team · Last verified Oct 21, 2026 · How we wrote this review

On this page8 sections

Is Clarify a good fit?#

Clarify is worth considering if your team sells mainly through email and video meetings and wants help keeping CRM records current. Starter is listed at $40 per workspace per month billed annually or $50 billed monthly, with unlimited users.

Clarify's documentation describes logging phone calls and texts as comments; calls and texts use your phone or a separate app.

Clarify may be a good fit if…

You want contacts, companies, and deals built from connected conversations.
Your team uses video meetings and wants recording and summaries.
You want teammates to share one workspace without per-seat fees.
You want suggested deal updates to review and approve.

Check the details if…

You call or text prospects daily and want those channels in the CRM.
Your outbound emails need inline images or attachments.
Research-heavy agent work may consume substantial credits.
You need an exportable audit log or separate stage lists for multiple pipelines.

Working in Clarify#

Records, Rep, and agents

Connect Google Workspace or Microsoft 365 and Clarify can use past conversations to build contacts, companies, deals, and history. Clarify's documentation says standard background enrichment doesn't use credits.

Rep accepts requests in plain language, such as finding records, drafting emails, or building lists. Chatting is described as free; actions can use credits.

Clarify can suggest deals and field updates from emails and meetings. Background agents can respond to record changes or schedules. Check the approval settings for each agent and test what it can change before relying on it.

Meetings, summaries, and reports

Clarify's recorder supports Google Meet, Zoom, and Teams, either with a meeting bot or from a desktop app. Clarify's documentation says recording continues at zero credits, although other AI actions, including summaries, can use credits.

Deals can have a rolling summary drawn from conversations and notes. Rep can chart pipeline metrics, and saved Library metrics rerun on live data. Higher plans list warehouse access for connected reporting tools.

Desktop and connected tools

Clarify lists a macOS app, a Windows beta, and a Chrome extension. It also describes LinkedIn conversation sync and connections to tools such as Zapier. Its MCP server lets compatible AI assistants work with records under the available permissions.

What some users say

In public discussions, individual users described Clarify as easy to start and praised its record creation from activity. Read the startup discussion and the outreach discussion.

What you may need beyond Free#

Campaigns

Clarify campaigns are multi-step outbound email sequences sent through a connected Gmail or Outlook account. Clarify's pricing page lists one active campaign on Free, five on Starter, and unlimited on higher plans. Each sent email uses a credit.

Team and access controls

Higher plans add features such as delegated sending, warehouse access, and per-member credit caps. Enterprise lists role-based access and organization sign-in controls. The pricing page also lists workflow automation on Growth, so confirm which plan supports the workflows you need.

Calling and texting

Clarify's documentation describes phone calls and texts as comments on a person, company, or deal. Its recorder covers supported video meetings. If you phone or text leads, budget for your phone or another app and test how the history appears.

Plans and pricing at a glance#

Clarify lists Free, Starter, Growth, and Enterprise. Each is priced per workspace with unlimited users and a monthly credit allowance. Starter is listed at $40 per month billed annually or $50 monthly; Growth starts at $1,000 per month billed annually. Enterprise has no published price on Clarify's pricing page.

Starter

$40per workspace/month, billed annually

$50 per workspace/month billed monthly

Up to 5 active email campaigns
Advanced enrichment, with its own monthly allowance

Growth

$1,000per workspace/month, starting price, billed annually only

Unlimited active campaigns
Delegated sending from a teammate's account
Warehouse access for Metabase, Hex or Tableau

Notes

Prices in USD as shown on Clarify's pricing page, checked Oct 21, 2026. Taxes excluded.

Plans cover unlimited users per workspace; credits are shared and usage beyond the allowance can add costs. Clarify's documentation says the 14-day trial includes Growth features and 5,000 credits without a payment method, then moves to Free. We checked prices October 21, 2026.

What does Clarify cost for a team?#

The workspace fee doesn't rise with each user, but credit use can rise as more people run meetings, campaigns, and agents. A calling app and credits beyond the allowance are also extra.

Team size	Starter per year, annual / monthly billing	Growth per year, annual billing
5 sellers	Clarify Starter$480/yr billed annually$600/yr billed monthly	Clarify Growth$12,000/yr billed annuallyNo monthly option listed
10 sellers	Clarify Starter$480/yr billed annually$600/yr billed monthly	Clarify Growth$12,000/yr billed annuallyNo monthly option listed
15 sellers	Clarify Starter$480/yr billed annually$600/yr billed monthly	Clarify Growth$12,000/yr billed annuallyNo monthly option listed

Notes

The workspace fee is the same at each team size, before extra credits, taxes, and calling apps. Growth is listed annually only. Source-draft prices were checked October 21, 2026.

Clarify's pricing and product pages list 30 credits for a meeting summary or preparation, 20 for a deal summary or suggested deal, 10 for a field suggestion or meeting task, and one per campaign email or Lead Finder import. AI field autofill uses 3 to 30 credits, with research potentially using more. Clarify lists a typical post-meeting agent update at about 50 credits; research-heavy runs can cost hundreds or thousands. Check Clarify's credit guidance.

Clarify's documentation says on-demand credits are off by default, so AI features pause at zero rather than billing automatically. Admins can enable them and set a cap. Estimate your expected meeting summaries, campaign sends, and agent runs during the trial.

Limits and reported problems#

Clarify lists a 250-email daily limit per account, restrictions on images and attachments in Clarify-composed emails, and one shared deal-stage field. It also says live campaign steps and audiences can't be edited after activation, and campaigns paused by a depleted credit balance require a manual restart.

Limits to test

Clarify's pricing and product pages list 250 outbound emails per day per account, with pacing limits. Clarify-composed and campaign emails don't support inline images or attachments. Once a campaign is enabled, its steps and audience can't be edited; a campaign paused at zero credits needs a manual restart. Check campaign documentation.

All deals share one stage field; Clarify suggests a custom field and saved lists for multiple pipelines. Below Enterprise, the vendor pages reviewed list Admin and Member roles. Each agent is limited to 100 runs per hour, actions have no undo, and the activity log isn't an exportable audit log. Test approval settings before relying on agents. Check agent documentation.

Individual public users described limitations in automation and a learning curve.

In public discussions, individual users described limitations in automation and a learning curve for workflows. These accounts may describe older versions and don't establish current plan capabilities. Read the startup discussion and a CRM selection discussion.

Who should choose Clarify?#

Clarify may be a good fit if…

Your team sells over email and supported video meetings.
You want help creating CRM records from existing conversations.
You value unlimited users on a workspace fee.
You want to work with compatible AI tools connected to the CRM.

You may want to look elsewhere if…

You call or text daily and want to do both inside the CRM.
You need separate pipelines with their own stages.
You need broader role controls below Enterprise.
Your outbound volume exceeds the documented email limits.

Frequently asked questions#

What does Clarify do?

Clarify uses connected email, calendars, and meetings to help build CRM records. Its assistant can find records and draft work, while agents can update records or prepare follow-ups. Check approval settings for each action.

Is Clarify free?

The pricing and product pages reviewed list a Free plan with 1,000 credits per month, 20,000 records, and one active campaign. It also describes a 14-day trial without a payment method. Confirm current terms with Clarify.

How do credits work?

Credits meter certain AI actions and campaign sends. Each workspace has an allowance, and features pause at zero unless an admin enables on-demand credits. Estimate your team's meetings, emails, and agent runs before choosing a plan.

Can Clarify make phone calls or send texts?

The reviewed documentation describes logging calls and texts as comments after they happen on a phone or in another app. Confirm Clarify's current capabilities and the connected calling setup you need.

Try another approach

If calls, texts, and email are central to your sales process, try a day of work in Close with a sample of your data.

Try Close free Compare Close and Clarify

How we wrote this review

Close makes a CRM that competes with Clarify. We used 20 Clarify product, pricing, and help pages and three public Reddit discussions, listed under Sources.

We did not run a hands-on Clarify trial for this version. Prices and plan details were checked Oct 21, 2026. Clarify can change them, so confirm the details before buying.