Switching from Clarify to Close

You can try Close with a sample CSV export from Clarify before moving the rest of your data.

Close brings calling, texting, and email into a sales CRM, with conversations saved alongside the lead. Our migration team moves simple data from an old CRM for free.

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What changes in Close?

Call and text from the lead

In Close, you can call and text from the lead's record, and calls are logged automatically. Clarify's documentation describes logging phone calls and texts as comments; its recorder covers supported video meetings.

Work through a call list

On Growth and Scale, the Power Dialer moves through a list of leads. Scale also includes the Predictive Dialer.

Try an AI agent

Close AI agents can make outbound calls, qualify leads, book meetings, and log conversations. They're available on every plan and use AI credits. Close's mobile app also supports calls and texts.

When staying with Clarify may make sense

If your team sells mainly over video and email, rarely calls or texts, and relies on Clarify's meeting recorder, record creation, or workspace pricing, it may already fit your work.

Who handles the move?

Our migration team moves simple CRM data for free and removes duplicates. The published turnaround is five to seven business days; confirm scope and timing on a consultation call. Complex, multi-system, or messy-data migrations may have an hourly cost, disclosed in advance.

Our team agrees on scope, imports agreed records, and reviews the result with you.
Your team exports the required Clarify lists with appropriate access, explains fields and stages, and checks the imported records.
Your phone provider holds any numbers you want to keep and helps confirm whether they can transfer.
Plan separately for rebuilding campaigns and agents, and for notes, emails, and meeting history that the file importer doesn't bring across.

Confirm which onboarding services are included before setting a cutover date.

Try a call and follow-up before you move

Start a free 14-day trial and test a real process while Clarify remains available. The vendor page reviewed lists $5 of calling and enrichment credits.

Import one list.Export a saved Clarify list to CSV, try a sample in Close, and connect your email.
Make a call.Use a new Close number while testing, then check the call, recording, transcript, and summary.
Send a follow-up.Try email or text from the record. Complete required US business-texting registration before texting US numbers.

If you intend to use a dialer, workflow, or AI agent, test it on a small list first.

On Growth and Scale, try working your imported list with the power dialer and rebuilding one follow-up sequence as a workflow. Test it with a single lead before adding more.

AI agents can make outbound calls, qualify leads, and book meetings. Every plan includes a monthly AI credit allowance, with usage-based charges. You can also try Chloe Chat, our in-app assistant in beta, for pipeline questions.

What should you budget?

Clarify Starter is listed at $40 per workspace per month billed annually or $50 monthly, with unlimited users. Close Essentials is $35 per user per month billed annually or $49 monthly. The subscription comparison changes with team size.

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.

The tables below add Aircall for a phone-selling setup. If you rarely call or use your own phone, you may not need it. Include Close calling usage, Clarify credits beyond the allowance, and any contract overlap.

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
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
10 sellers	Close Essentials$4,200/yr billed annually$5,880/yr billed monthly	Clarify Starter + Aircall Essentials$4,080/yr billed annually$5,400/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
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
10 sellers	Close Growth$11,880/yr billed annually$13,080/yr billed monthly	Clarify Starter + Aircall Professional$6,480/yr billed annually$9,000/yr billed monthly

These examples use list prices checked October 21, 2026. Aircall requires at least three licenses, which are included in the one-seller rows. Close calling is charged by usage, and phone lines are billed monthly. Clarify AI use beyond its monthly credits can cost extra.

The plans don't include the same automation. Clarify Starter includes up to five active email campaigns. Close Essentials doesn't include workflows; Close Growth does. Aircall Professional includes a power dialer.

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.

From a sample import to a full migration

Export the lists you need.A Clarify user with the appropriate access sets the visible columns and exports saved lists as CSV. The documentation reviewed says exports only include records and fields the exporter can see.
Prepare Close.Create the statuses, pipelines, and choice-field options you need before importing.
Import a sample.Check companies and people as leads and contacts, then deals as opportunities. The documentation reviewed says files over 15 MB need to be split.
Review and continue.Fix mapping errors or discuss having our migration team handle the move.
Rebuild and test.Document the campaigns, agents, saved instructions, AI-filled fields, and metrics you rely on. Decide how to reproduce each essential process.

Close's file importer does not bring in notes, calls, emails, or texts. Ask our migration team what can be moved by another route, and ask Clarify how to retain any meeting recordings and transcripts before canceling.

How Clarify records map into Close

Clarify	Close
Company	Lead
Person	Contact associated with a lead
Deal	Opportunity associated with a lead
Deal stage	Opportunity status
Pipeline field and saved deal lists	Opportunity pipelines
Deal owner	Opportunity user
Custom fields	Custom fields; prefix columns with custom.
Custom objects	Ask Support before cutover
Notes, emails, and meeting history	Ask Support; the file importer skips them

Map each stage and pipeline value carefully. In Close, contacts and opportunities belong to a lead. See the lead import guide.

Can you keep your phone numbers?

Your numbers may be held by a separate carrier or calling app. List each number and its provider, then ask about transfer eligibility and timing. Keep the old service running until Support confirms the move and the number works in Close. Complete required US business-texting registration before texting US numbers.

Number transfers and US texting registration

List each number, its provider, and whether you use it for texting. Ask the provider for the account details needed for transfer, and keep the old service running until Support confirms the timing.

Before texting US numbers, complete A2P 10DLC business-texting registration. Our onboarding team can help with registration during phone setup. Phone lines are billed monthly by type and calling minutes by usage. Confirm country and number eligibility with Support.

Before you switch

Export the saved lists you need with an account that can see the required fields and records.
Decide how to retain meeting recordings, transcripts, notes, and email history.
List campaigns, agents, instructions, and metrics to rebuild or replace.
Confirm phone-number providers, contracts, and transfer eligibility.
Review a sample import and test a real call and follow-up.
Check your Clarify billing period and keep access until the move is verified.

Questions about switching

How do I export my Clarify data?

Export each saved list of people, companies, deals, or custom objects as a CSV after selecting the columns you need. Use an account with access to the necessary records and fields; the export only includes what that user can see. Add Lead Finder results to a list first.

Can I migrate for free?

Our team moves simple CRM data for free, with a published turnaround of five to seven business days. Complex, multi-system, or messy-data migrations may have an hourly cost, discussed in advance. You can also import CSV files yourself.

Will notes and email history move?

The file importer doesn't bring in notes, calls, emails, or texts. Ask our migration team what can be moved from your exports and ask Clarify how to retain meeting recordings and transcripts before canceling.

Is Close more expensive than Clarify?

The pricing and product pages reviewed list Clarify Starter at a workspace price with unlimited users, while Close charges per user. Compare subscription prices at your team size, then include any calling app and usage you actually need. The tables above show how those totals can change.

Can I try Close while keeping Clarify?

Yes. Import a sample and try a real call and follow-up while Clarify remains available. Check the import and any separate history-retention plan before canceling.

Bring a sample of your data. Try a real week in Close.

Connect a number and work a few leads before moving everything.

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Migration steps are from our guide to migrating from another CRM and help center, Clarify details from its help center, and prices from each vendor's pricing page, checked Oct 21, 2026.