Pipedrive x Clarify: Which AI CRM is the best?

AI has evolved beyond a mere feature; it now serves as the driving force behind more efficient pipelines, quicker decision-making, and enhanced customer relationships.

With advancements ranging from predictive insights to automated workflows, CRM platforms are increasingly judged by how thoroughly they integrate AI into every interaction.

While both Pipedrive and Clarify offer intelligent sales assistance, their levels of AI sophistication, user-friendliness, and overall business impact differ significantly. For teams that prefer simplicity over complexity and overwhelming dashboards, folk delivers profound AI integration, enabling timely follow-ups and insightful analysis of calls and emails. It's the most effective application of AI within a CRM.

Why Does AI Integration Matter?

AI revolutionizes CRMs by transforming them from static databases into dynamic sales assistants. Rather than relying on representatives to sift through contacts or compose follow-up messages, AI automates essential actions, forecasts results, and instantly enhances data.

• Faster decisions. AI identifies which leads to focus on based on intent signals and deal velocity.
• Smarter outreach. Tools provide suggested message templates, optimal timing, and can even analyze tone and sentiment.
• Cleaner data. Eliminate manual entries; AI automatically fills in missing information and identifies duplicates or outdated records.
• Sales forecasting. Predictive models enable teams to detect potential pipeline risks before they arise.
• B2B data enrichment. AI gathers company size, job titles, LinkedIn profiles, and contact details to instantly complete lead records.
• AI-powered sequences. Personalized cold emails are automatically generated and scheduled based on deal stages, personas, or interaction histories.

When AI is seamlessly integrated into a CRM, representatives can minimize administrative tasks and focus more on selling. This distinction is what elevates a good CRM to one that genuinely enhances revenue!

What is Pipedrive?

Pipedrive’s AI Sales Assistant integrates seamlessly into your pipeline feed, providing win-probability scores and next-best-action prompts, enabling reps to prioritize the most promising deals. It crafts personalized outreach emails, condenses lengthy email threads into concise summaries, and alerts you when deals stall. You can communicate with the Assistant for context-aware responses regarding your performance, and it even recommends useful integrations and features to bridge any gaps in your tech stack. All insights and reminders are delivered in a streamlined feed—eliminating guesswork and facilitating guided selling.

What is Clarify?

Clarify is an AI-driven, autonomous CRM designed to serve as a smart co-pilot for sales teams and founders. It automatically records meetings and calls, transforming them into structured notes while updating contacts, deals, and pipelines without the need for manual data entry. Its AI analyzes conversations to highlight key points, risks, and next steps, ensuring that reps always know their course of action. Clarify can draft follow-up emails, summarize calls, and propose actions based on real-time context, allowing teams to focus more on selling while the AI manages administrative tasks and keeps the CRM consistently updated.

Feature comparison of Pipedrive and Clarify

AI Follow-ups

Pipedrive’s AI Sales Assistant keeps an eye on your deal activity and recommends optimal follow-up times. After each call or email, it can create a follow-up task with a suggested date and even draft the initial lines of your email based on previous conversations. You have the flexibility to modify the text or timing before the task integrates into your pipeline. For more complex scenarios—like sending one template if the prospect replies and another if they don’t—you can utilize Pipedrive’s Workflow Automation to manage those paths effortlessly.

Clarify can generate follow-up drafts derived from recent meetings and email exchanges linked to a contact or deal. The agent leverages information already captured in the recap, including dates, next steps, and stakeholders, to pre-fill the message. Users can review, modify, and send directly from the CRM instead of starting with a blank email. Follow-ups are recorded on the timeline, ensuring teams maintain a traceable history of what was sent and when.

Automated Contact Enrichment

Pipedrive’s Smart Contact Data automatically fills essential fields by analyzing email signatures and public web records. As soon as you add a new contact, their company name, website, location, and social profiles are instantly populated—no need for manual research. For more detailed firmographic or technographic insights, such as tech stack or funding information, you can integrate a Marketplace enrichment app like Clearbit or FullContact to enhance your records in real time.

Clarify extracts context from connected calendars, mailboxes, and meetings to ensure that contact and company records remain current. When new individuals are identified in calls or email threads, the system automatically creates or updates records with standardized names, roles, and associations. The objective is to minimize manual data entry while maintaining reasonably accurate contact information. All suggested changes are documented on the record timeline, enabling teams to track how a profile has developed over time.

Smart Fields

With Pipedrive's AI Sales Assistant, you can effortlessly request outreach drafts, and it will generate a complete on-brand email sequence for you, including subject lines, body text, and send intervals tailored to your deal stage. In just minutes, you’ll have ready-to-use email templates that can be saved in Pipedrive or integrated into Smart Email BCC for automated delivery. Need follow-up triggers? Simply incorporate those steps into your Workflow Automation and let the system manage the rest.

Clarify enhances your CRM experience with AI-driven field suggestions that ensure key fields remain aligned with the details mentioned during conversations. When calls or emails reference budgets, timelines, or new stakeholders, the system intelligently proposes updates to the relevant properties, eliminating the need for manual edits. Users have the option to review or modify these suggestions before applying them, and an audit trail tracks what was changed and why. This approach makes “smart” fields in Clarify less about custom logic and more about leveraging the context from calls and emails to keep essential data up to date.

AI-Powered Message & Sequence Generation

With Pipedrive's AI Sales Assistant, you can effortlessly request an outreach email sequence, which will generate on-brand subject lines, body content, and sending intervals customized to your deal stage. In just minutes, you'll have ready-to-use email templates that can be saved in Pipedrive or integrated into Smart Email BCC for automated delivery. Looking for follow-up triggers? Simply incorporate those steps into your Workflow Automation, and let the system take care of the rest.

Clarify offers AI-powered email drafting, enabling users to easily compose and send follow-ups, introductions, or updates directly from the CRM. Drafts are created based on existing deal and contact information, minimizing the need for tedious copy-pasting from notes and timelines. You can also send emails in bulk or to multiple recipients, allowing teams to maintain a consistent structure while adding a touch of personalization. All emails sent from Clarify are tracked within the record, providing a comprehensive history of messages throughout the pipeline.

Next Best Action

Pipedrive’s AI Sales Assistant evaluates your pipeline health, historical win patterns, and engagement signals to identify the most impactful next step—be it a call, a tailored email, or sharing a proposal. These recommendations are conveniently displayed in your deal view or as task suggestions. You can even sync them with your calendar or integrate with Zapier, ensuring that sales reps always know their next move and the timing.

Similarly, Clarify’s agent monitors meetings, emails, and pipeline data to offer suggested actions like sending follow-ups, updating close dates, or creating tasks. These prompts appear directly in the workspace, allowing sellers to determine their next steps without having to manually review each deal. Features such as automatic task creation, nudges for stagnant deals, and deal detection approvals enhance this “next step” guidance. Clarify also maintains an audit trail of accepted or rejected suggestions, helping teams refine their reliance on these recommendations.

folk CRM: The Ultimate AI CRM

folk serves as the sales assistant teams have always dreamed of. This straightforward, integrated, and proactive CRM handles the tedious tasks, allowing sales reps to concentrate on cultivating genuine relationships. With an impressive 4.5/5 rating on G2, folk stands out as one of the most reliable AI-powered CRMs for lean teams.

Tailored for startups, agencies, and sales teams, folk makes AI accessible and manageable.

Extract Insights from Calls and Emails

Among folk's standout features is its AI-driven call transcript analysis, which empowers sales and investment teams to extract valuable insights from recorded conversations. By integrating with dialers like Ringover, Aircall, or call recording tools such as Grain for Google Meet, users can seamlessly import transcripts into Folk. From there, they can utilize Magic Fields, a built-in AI feature that allows you to define prompts for extracting specific information from transcripts. For instance, sales teams can automatically gather details such as contract value, user count, decision-makers, budget, or next steps—eliminating manual note-taking. Investment teams can also extract insights like founder backgrounds, fundraising stages, or what a startup seeks. These fields are fully customizable; simply draft a prompt, map it to the transcript, and let Folk’s AI handle the rest. The outcome is a structured, searchable CRM enriched with high-value data from your calls, facilitating quicker and more accurate follow-ups, qualifications, and reporting.

AI-Powered Follow-Up Reminders

folk's AI Follow-Up feature ensures that no opportunity is overlooked. This intelligent assistant, built directly into the platform, analyzes your email exchanges to determine when a follow-up is necessary. For example, if you pose a question in an email and the lead hasn’t responded, Folk automatically recognizes the lack of reply and reminds you to follow up at the optimal moment.

Moreover, the feature also works in reverse—reviving leads you may have forgotten or conversations that have gone stale. By reviewing past interactions, Folk helps you prioritize key contacts to re-engage and advance deals. This smart, contextual follow-up system saves time, minimizes manual tracking, and enhances your chances of closing more deals.

Summary of AI Features in folk CRM

• Suggested actions: Receive proactive reminders and AI recommendations based on recent activity or deal stages.
• Extract intel from calls: Utilize AI to gather next steps, decision-makers, lead budgets, and other essential information.
• AI-generated messages: Save time with context-aware outreach suggestions tailored for each contact.
• Duplicate management: AI identifies duplicates and organizes messy contact lists, ensuring your CRM remains tidy.

folk starts at just $20 per user per month, offering a 14-day free trial with no credit card required!

Conclusion

Pipedrive excels with its AI Sales Assistant, offering personalized outreach and optimized task management, making it ideal for deal prioritization. Clarify shines as a smart co-pilot, automatically recording meetings and drafting follow-ups to streamline data entry. In contrast, folk stands out as a fantastic alternative, providing profound AI integration that simplifies follow-ups and analysis, while ensuring a clean and manageable CRM experience. With folk, teams can focus on relationships, not administrative tasks.

Start your 14-day free trial or book a demo today.