Clarify CRM Reviews (30)

Reviews

Clarify CRM Reviews (30)

4.9
30 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the intuitive interface and automation features of Clarify CRM, which significantly reduce manual work and enhance team collaboration. The ability to automatically capture meeting notes and updates is particularly valued, allowing users to focus on their core tasks. However, some users note that the product could benefit from improved reporting capabilities and additional integrations.

Pros & Cons

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Peter P.
PP
Peter P.
Co-CEO
"Fast, intuitive CRM that feels like AI done right"
4.5/5
What do you like best about Clarify CRM?

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.

What do you dislike about Clarify CRM?

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.

PA
Puneet A.
"Effortless CRM with Smart Automation Features"
4.5/5
What do you like best about Clarify CRM?

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.

What do you dislike about Clarify CRM?

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.

Peter A.
PA
Peter A.
Small-Business (50 or fewer emp.)
"Responsive Support, Easy Setup, Labelling is thorough, but slow"
4/5
What do you like best about Clarify CRM?

I like that the support team for Clarify CRM is really responsive, and I appreciate that they are continually adding new features. Also, the initial setup was very easy for me. Review collected by and hosted on G2.com.

What do you dislike about Clarify CRM?

It feels a little clunky to be continuing to have to put labels on everybody. Not sure if there's a better way, but the labeling system seems slow. Thorough, but slow. Review collected by and hosted on G2.com.

Tom G.
TG
Tom G.
CEO & Co-founder
"Clarify is super intuitive and keeps our founder-led GTM motion organized without all the hassle"
5/5
What do you like best about Clarify CRM?

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.

What do you dislike about Clarify CRM?

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.

Sean S.
SS
Sean S.
Co-Founder
Small-Business (50 or fewer emp.)
"Simplifies CRM Management with Seamless Transition"
5/5
What do you like best about Clarify CRM?

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.

What do you dislike about Clarify CRM?

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

Sara W.
SW
Sara W.
Sales assistant
Small-Business (50 or fewer emp.)
"All-in-One Team Platform That's Intuitive and Easy to Use"
4.5/5
What do you like best about Clarify CRM?

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.

What do you dislike about Clarify CRM?

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.

Ben W.
BW
Ben W.
Founder / CTO
Computer Software
Small-Business (50 or fewer emp.)
"invisible, in the best way"
5/5
What do you like best about Clarify CRM?

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.

What do you dislike about Clarify CRM?

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.

Rami A.
RA
Rami A.
CEO
Small-Business (50 or fewer emp.)
"Actually smart CRM that saves time and helps close deals"
5/5
What do you like best about Clarify CRM?

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.

What do you dislike about Clarify CRM?

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

Ellie F.
EF
Ellie F.
CEO and Co-founder
Small-Business (50 or fewer emp.)
"Great CRM for our growing company"
5/5
What do you like best about Clarify CRM?

As a startup founder I like the automatic meeting capture and deal updates. This gives us time back to focus on business rather than data entry. It's been easy to adopt across the team as they don't charge based on seats. The ui is friendly and intuitive. Review collected by and hosted on G2.com.

What do you dislike about Clarify CRM?

Reporting could be better. They're building out integrations and need to keep going. Review collected by and hosted on G2.com.

Duarte G.
DG
Duarte G.
Co-Founder and Co-CEO
Small-Business (50 or fewer emp.)
"What every CRM wanted to be but could never pull off"
5/5
What do you like best about Clarify CRM?

I never thought I’d like a CRM. I guess that says it all. Clarify is what the category always wanted to be but could never pull off. Zero click, simple, intelligent, effective. Review collected by and hosted on G2.com.

What do you dislike about Clarify CRM?

The fact that it doesn’t (yet) replace my outbound stack. Review collected by and hosted on G2.com.