monday vs Clarify: Which CRM for agencies wins?

Agencies don’t struggle with “finding tools.” They struggle with maintaining consistency in pipeline execution while ensuring project delivery stays on track. As prospect context becomes scattered across emails, calendars, and spreadsheets, follow-ups slip through the cracks, handoffs falter, and accurate forecasting turns into a guessing game. A CRM for agencies must keep new business flowing swiftly while also preserving enough account history to support renewals, upsells, and referrals.

In this article, we will explore two powerful CRM solutions designed for agencies: monday CRM and Clarify. monday CRM offers a versatile platform with customizable boards and automation features, making it ideal for teams that prioritize adaptability in their sales processes. In contrast, Clarify leverages AI-driven capabilities to streamline client interactions and minimize manual data entry, catering to agencies focused on maintaining a concise pipeline with real-time updates.

The right choice hinges on your agency's specific needs, including the complexity of your processes, the level of customization required, and the resources available for ongoing management and administration.

Perché le agenzie avranno bisogno di un CRM nel 2026?

Agencies don’t lose revenue because of a lack of demand. Revenue leaks when lead context gets scattered across inboxes, calendars, Slack threads, and spreadsheets, and when follow-ups depend on memory instead of a system. A CRM creates a single source of truth for prospects, clients, partners, and renewals, ensuring that next steps remain visible and ownership is clear.

✔️ Visibilità della pipeline e previsioni senza fogli di calcolo

✔️ Contesto centralizzato di potenziali clienti e clienti attraverso e-mail, chiamate e riunioni

✔️ Follow-up, passaggi di consegne e passaggi successivi standardizzati all'interno del team

✔️ Chiara attribuzione della responsabilità su ogni lead, accordo e account per evitare perdite

✔️ Monitoraggio delle prestazioni per fonte, linea di servizio e fase di conversione

In 2026, agencies will operate across more channels, navigate shorter decision cycles, and manage more stakeholders per deal, with clients expecting quicker response times and tighter coordination. Without a CRM, proposals stall, warm leads go cold, renewals happen late, and referrals are handled inconsistently, as the team lacks a comprehensive view of the full history and current plan in one place.

What is monday?

monday CRM is a versatile customer relationship management tool built on the monday.com platform, which utilizes customizable boards, columns, and views to effectively model sales and account workflows. This solution is ideal for agencies that already leverage monday.com for project delivery and wish to incorporate sales, onboarding, and client operations into a unified workspace. With pipeline views and dashboards, users gain valuable insights, while automation features facilitate task handoffs and send reminders triggered by status changes. Integrations enable connections with marketing, forms, and communication tools tailored to your tech stack. This option is particularly chosen when adaptability and workflow modeling take precedence over conventional CRM structures.

Che cos'è Clarify?

Clarify is a modern, AI-driven CRM designed to keep records updated through ongoing communications and meetings. It appeals to agencies seeking to minimize manual data entry while ensuring an efficient pipeline, comprehensive contact history, and clearly defined next steps. The product emphasizes the importance of capturing meeting context, follow-ups, and deal updates as activities unfold. With various integrations and automation options, updates can be seamlessly routed into the broader technology ecosystem, tailored to your specific configuration. This CRM is well-suited for teams exploring contemporary workflows centered around conversational context and automated record maintenance.

Feature comparison of monday  and Clarify

Multi-pipeline e fasi personalizzate

In monday CRM, pipeline setup typically occurs on the Deals board, where deals transition through a clearly defined set of stages. These stages can be customized to align with an agency's sales process, while the pipeline view helps visualize the progression through each stage. Different workflows can be created by separating boards and stage structures based on account organization, with stage logic remaining linked to the board’s configuration and its columns.

In Clarify, deal tracking revolves around Deals, where the product is designed to identify opportunities and keep deal stages updated as activities unfold. Clarify emphasizes a streamlined pipeline, ensuring that stages reflect genuine progress and incorporate probability considerations for effective forecasting. Pipeline hygiene is integral to Clarify, facilitating easy record management without the need for constant manual updates.

Monitoraggio delle attività dei clienti e delle transazioni

In monday CRM, activity tracking is streamlined through the integration of Emails and Activities, allowing you to connect Gmail or Outlook to log communications and visualize them on a timeline. This feature not only supports email logging and tracking but also accommodates various activity types such as meetings, call summaries, and notes. You can incorporate custom activities, ensuring that the activity log reflects your agency's unique approach to documenting client interactions. As a result, the timeline serves as a valuable tool to review past events and plan future actions.

The record experience in Clarify consolidates emails, meetings, notes, and record details into one cohesive view, providing essential context for activities next to the contact and deal information. Additionally, product materials highlight meeting capture as an integral part of the platform, including recordings and summaries linked back to relevant records. Changelog notes regarding record pages and Deal updates illustrate the ongoing enhancements to how activities and deal contexts are presented together.

Automazione e flussi di lavoro

Reporting in monday CRM is typically created through dashboards that consolidate data from one or multiple boards, presenting it via widgets such as charts and tables. While dashboards facilitate real-time monitoring, reports offer more detailed analysis generated on demand according to the workflow. The visibility of the pipeline is influenced by the structure of the Deals board and the metrics displayed on the dashboard. Access and sharing capabilities are governed by account permissions and dashboard settings.

In Clarify, follow-ups and updates are automated tasks managed by an agent, encompassing drafting follow-ups, capturing tasks, and updating records based on interactions from calls or emails. Clarify positions its writing frames as integral to workflow automation in modern CRM operations, with a dedicated product post highlighting automatic meeting notes and follow-up reminders integrated into CRM workflows. This approach ultimately minimizes manual data entry and routine administrative tasks, depending on the enabled workflows.

Reportistica e analisi

In monday CRM, reporting is primarily facilitated through dashboards that aggregate data from one or more boards, presenting it via widgets such as charts and tables. These dashboards enable real-time monitoring, while reports offer in-depth analysis generated on demand based on the workflow. The visibility of the pipeline is influenced by the structure of the Deals board and the specific metrics displayed on the dashboard. Access and sharing options are regulated through account permissions and dashboard settings.

Pipeline visibility in Clarify is characterized by the tracking of deals, which are updated in real-time, and external reviews highlight that dashboards and forecasts adjust as records are modified. Clarify also provides resources on CRM analytics dashboards and reporting concepts, aligning with the use of CRM data to track pipeline health and trends over time. The availability of specific reports is contingent upon the reporting layer and configuration, as detailed in product updates and documentation.

Integrazioni e igiene dei dati

Monday CRM offers seamless integrations through native connectors and external automation platforms like Zapier, enabling you to sync items and trigger workflows across various applications. According to monday’s documentation, CRM integration is about syncing customer data across business tools to minimize manual data entry. To maintain data hygiene, monday.com features a Manage Duplicates function that helps identify and resolve duplicate items on boards, which is crucial when leads are imported or integrated. The cleanliness of your data is influenced by the design of your board structure and the flow of incoming data.

The integrations catalog for Clarify showcases different categories and specific integrations, while dedicated pages highlight Slack notifications for pipeline updates and a Zapier connector for comprehensive automation. Zapier’s listing further establishes Clarify's capability to connect with thousands of apps, facilitating workflow triggers and data movement. Additionally, Clarify’s product messaging underscores the importance of pipeline hygiene and record maintenance, ensuring the system remains up-to-date as new activities occur.

folk: Il miglior CRM per agenzie nel 2026!

folk is an AI-powered CRM designed to centralize contacts, conversations, and deal context without complicating the setup process. It seamlessly caters to agency teams, where multiple members engage with the same account throughout stages such as prospecting, onboarding, delivery, and renewals. This system maintains a clear relationship history, ensuring that handoffs rely on documented information rather than memory or scattered notes.

• Multi-pipeline and customizable stages tailored for various agency activities
• Contact and deal timelines that consolidate interaction history in one location
• Email and calendar synchronization to link conversations with the appropriate records
• Task management, reminders, and follow-up tracking to ensure consistent next steps
• Contact enrichment to automatically fill in missing company and contact details
• Deduplication tools to merge duplicate records and maintain a clean database
• Simple pipeline reporting to monitor the health of stages and track deal progression
• Integrations and automation connectors to minimize manual updates

For agencies, the primary advantage lies in achieving operational clarity across multiple relationships. Pipelines can represent various revenue streams, such as retainers, projects, partnerships, and referrals, while tasks and reminders ensure that follow-ups remain consistent among team members. Data hygiene features like enrichment and deduplication help prevent duplicate entries and missing information, keeping pipeline reporting effective over time.

Conclusione

In summary, monday CRM excels in adaptability with its customizable workflows, making it suitable for teams seeking flexibility. Clarify shines with its AI-driven automation and streamlined data management, ideal for agencies focused on minimizing manual entry. However, for teams that prioritize email integration, automation, and seamless sequencing, folk stands out as the best alternative. It centralizes contact and deal histories, ensures effective follow-ups, and maintains data hygiene, making it the optimal choice for agencies aiming for operational clarity and efficiency.

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