Teams have moved to Clarify from
Pipedrive
HubSpot
Salesforce
Attio
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folk
Spreadsheets
Pipedrive
HubSpot
Salesforce
Attio
Close
folk
Spreadsheets
We design your Clarify CRM and build the agent layer on top — so research, enrichment, follow-up and pipeline hygiene happen without anyone opening a tab. Moving the data is the free part.
Pipedrive
HubSpot
Salesforce
Attio
Close
folk
Spreadsheets
Most teams arrive with a CRM nobody trusts and a stack of tools bolted around it. We take the whole thing, not a slice of it — and hand it back running. The data move is free; the thinking is what you pay for.
See how the week runs →Our own importer moves it. Records, history, notes, files, owners, the custom fields you forgot you made.
Clarify configures its own fields. It does not decide how you sell — objects, stages and the reports they have to support are a judgement call.
Clarify's agents do the reading, writing and chasing. We decide what they're allowed to touch and what always waits for a human.
Give us read access for a day. Inside 48 hours you get a document like this one — every finding, what it costs you, and how long the fix takes. Yours to keep whether or not you hire us.
Request one →The sprint is fixed-scope and fixed-price. If it isn't live on day seven, you don't pay — and you keep the migration anyway.
See the price →Your current CRM, the spreadsheets beside it, and the way the team actually works around both.
Objects, fields, relationships and the reports they have to support. You approve it before anything moves.
Full import into a sandbox, run by our importer. Counts reconciled against the source, record by record.
Duplicates merged, owners filled, dead fields dropped. Conflicts go to a queue, not a guess.
Research, enrichment, follow-up drafts, hygiene. Each one scoped to what it may and may not touch.
Live migration, old system frozen read-only. Nothing is deleted for thirty days.
Walkthrough with the team, a written runbook, and thirty days of tune-up included.
Eight patterns show up in almost every CRM we open. None of them are anyone's fault — they're what happens when a system grows for three years without a rebuild.
Usually 8–15% of contacts. The team stopped trusting search a year ago.
A field was renamed, not replaced. Both are populated. Reporting picks one.
Deals with no owner never appear in anyone's list, so they never close.
A third of open deals haven't moved in two months and nothing flags it.
The real conversation is in someone's inbox, invisible to the record and to any agent.
Rebuilt by hand weekly, because no report in the CRM matches how you sell.
Built by someone who left. Still firing. Nobody will turn them off without knowing what breaks.
Recordings sit in another tool, so the richest data you own is unreadable to the CRM.
No discovery retainer, no hourly billing, no statement of work that takes two weeks to sign. You see the audit before you decide anything — and you are never billed for moving data.
On Clarify Growth? The sprint is $6,500. Bigger record counts, custom objects, workflows, and a rollout across more than one team — a longer week’s work. Your Clarify success manager keeps doing the parts they do; we only sell what they don’t.
Live on day seven or the sprint is free. You keep the migration and the audit regardless — the importer is free either way, and the day we miss the deadline, we’d rather eat it than argue.
A fixed-price sprint only works when the scope is genuinely knowable in a week. When it isn't, we say so on the first call rather than three days in.
If yours isn't here, ask it in the audit request — we answer before you commit to anything.
It stays live and untouched until you tell us to stop. After cutover it's frozen read-only for thirty days, then you decide whether to keep paying for it. We never delete a source system.
Not unless you explicitly turn that on, and we don't recommend it in the first month. Default setup drafts follow-up and leaves it for a human to send. Agents write to the CRM freely; they write to people only with permission.
That's the normal case and the audit is where we price it. Cleanup is inside the sprint. If it's bad enough to threaten the seven days, we tell you before you pay, not after.
No. Most sprints start somewhere else — Pipedrive, HubSpot, a spreadsheet. If you're already on Clarify and the setup is wrong, the audit covers that too and the sprint fixes it.
Nothing. We built the importer and it runs on every sprint — CSV, HubSpot, Pipedrive, Salesforce, Affinity, Attio. Anywhere else you would pay for those hours. Here you pay for the design and the agent layer, which is the part that needs a person.
Guided migration moves your data. It does not decide your data model, your stages, your reports, or what your agents are allowed to write to. Clarify's success manager knows the product better than we do; we know what a twenty-person pipeline should look like on day four hundred. If your success manager will do all of it, take that — and the audit will say so.
One person, start to finish. You're not handed to an account manager and you don't re-explain your business to a second team.
New automations, schema changes, reporting, and the things that break when you hire, change the offer, or add a pipeline. Cancel any month; nothing is held hostage.
48 hours, no call required, no obligation. If the audit says you don't need us, it'll say that.