Freshsales与Clarify对比：哪种CRM最适合自动化？

The choice between Freshsales and Clarify ultimately hinges on one critical question: which CRM genuinely streamlines automation without adding unnecessary administrative burdens? For teams that value simplicity, folk provides one of the most effective and intuitive automation solutions available in any CRM. Users can automate emails based on predefined conditions and seamlessly trigger actions using the API.

为何自动化对2026年的客户关系管理至关重要

Automation has become the cornerstone of modern revenue teams. Sales and marketing professionals are tasked with managing an increasing number of leads, channels, and intricate buying journeys, all without expanding their teams or compromising on personalization. A CRM that continues to depend on manual data entry, sporadic follow-ups, and outdated spreadsheet reporting quietly siphons away time, energy, and focus from genuine customer interactions.

Here are the main reasons why automation is now indispensable:

• Buyers expect prompt, relevant responses across various platforms, including email, LinkedIn, WhatsApp, and phone calls.
• Pipelines are dynamic, and any overlooked follow-up can lead to significant revenue loss.
• Data volumes have surged, rendering manual updates impractical and unreliable.
• Leadership requires real-time insights into performance, not just end-of-month estimates.

The true value of a CRM lies in how effectively it alleviates the team's workload, rather than how many data fields it can accommodate. The most successful platform is one that automatically captures activities, maintains clean records in the background, and prompts the appropriate next steps at the right time, allowing representatives to concentrate on nurturing relationships and closing deals instead of managing the technology.

What is Freshsales?

Freshsales is Freshworks’ sales CRM tailored for small to mid-sized teams seeking an intuitive interface with robust automation. Users can seamlessly connect their Gmail or Microsoft 365 accounts, opting for one-way or two-way sync to keep email threads in sync with the CRM. With features like templates, bulk email capabilities, and activity timelines, Freshsales integrates email as a vital tool for representatives managing their leads and opportunities.

What is Clarify?

Clarify is an AI-driven CRM specifically designed for startups and agile sales teams seeking to consolidate email, meetings, and deal context within a single, streamlined interface. It integrates with Google Workspace and Microsoft 365 to automatically synchronize emails, calendars, and meeting details, utilizing that information to enhance timelines and provide AI-generated follow-up suggestions. Users can compose and send emails directly from Clarify, ensuring that all engagement is recorded back to contacts and deals rather than getting lost in separate inboxes.

Feature comparison of Freshsales and Clarify

集成能力

Freshsales provides native plugins for Gmail and Outlook, allowing you to view email threads, scheduling tools, and relevant contact details directly in your inbox. After connecting, Freshsales automatically scans incoming emails for known contacts and logs conversations, helping you maintain organization by allowing you to select which folders to sync.

Clarify integrates with Google Workspace and Microsoft 365, enabling sales teams to automatically capture Gmail, Outlook, calendar, and meeting activities within the CRM. It also connects with tools like Zapier, Segment, Posthog, and webhooks to transfer customer and product usage data in and out of the database. A forthcoming integration with Loops is designed to send Clarify events to a SaaS-focused email platform without replacing it. Overall, Clarify aims to consolidate core inbox and meeting data in one location rather than creating an extensive native marketing ecosystem.

同步频率与可靠性

Freshsales seamlessly connects through native plugins that establish a constant link to your Gmail or Outlook account, allowing for real-time syncing of emails and calendar events. Incoming messages from recognized leads appear within seconds, while outgoing emails logged in the CRM are instantly reflected in your email thread. Calendar events update immediately as well, ensuring that meetings scheduled in Freshsales are promptly shown in your personal calendar without any delay.

Clarify focuses on the automatic capture of email and calendar data, eliminating the need for manual logging. Once you connect your Google Workspace or Microsoft 365 account, messages, events, and meeting insights are synced in the background, linked to the appropriate contacts, companies, and deals. The product highlights features like “auto-capture” and “auto-sync,” emphasizing continuous CRM updates, but does not provide detailed, user-facing sync schedules. As a newer tool, Clarify’s integrations may still be less proven than those of established CRMs, even though the fundamental email and calendar synchronization is presented as a standard feature.

双向电子邮件和日历同步

Freshsales features a comprehensive Marketing Campaigns module—simply navigate to Campaigns > Email to create email blasts or automated Journeys based on user behaviors. With drag-and-drop templates, dynamic segments, and detailed analytics dashboards that track delivery rates, opens, clicks, and unsubscribes, you have everything you need. The platform also employs built-in retry logic and ISP throttling to enhance deliverability. However, keep in mind that more sophisticated features, such as heat-map click analysis and AI-driven send-time optimization, require an upgrade to Freshmarketer.

Clarify integrates seamlessly with Gmail and Outlook, enabling both inbound and outbound emails to be incorporated into contact and deal timelines. This information can then be utilized by the AI agent for follow-up suggestions. Following the July 2025 update, users will have the ability to send emails directly from Clarify, with both sent messages and replies being recorded in the appropriate records. Additionally, calendar events and meeting summaries from platforms like Zoom or Microsoft Teams are linked within the same timelines, providing teams with a clear two-way view of conversations and meetings. This functionality emphasizes everyday sales follow-up rather than complex marketing automation.

邮件合并与营销活动

Freshsales features a comprehensive Marketing Campaigns module—simply go to Campaigns > Email to create blasts or automated Journeys based on user behaviors. With drag-and-drop templates, dynamic segments, and analytics dashboards, you can monitor delivery rates, opens, clicks, and unsubscribes. Built-in retry logic and ISP throttling enhance deliverability. However, note that advanced features like heat-map click analysis and AI-driven send-time optimization require an upgrade to Freshmarketer.

Clarify allows representatives to send personalized follow-up emails directly from the CRM, often generated from the context of past meetings and emails by its AI agent. Nevertheless, reviews from external sources and Clarify’s own messaging indicate that the tool currently lacks complete multi-channel sequences and traditional mail merge-style bulk campaigns. For nurture streams and onboarding journeys, teams will need to rely on external tools like Loops or other marketing platforms accessible through integrations. Consequently, Clarify remains focused on sales communication and pipeline management, while more established CRMs handle extensive campaign activities.

打开和点击追踪

Freshsales allows you to enable “Track opens and clicks” in Settings > Email Settings, ensuring that every email sent through the native plugin logs open events and link clicks in the contact timeline. You'll find delivery, open, and click metrics displayed in both the Deal dashboard and the Campaigns module. However, keep in mind that open rates depend on image-based pixels; if a recipient blocks images or views links in preview panes, the statistics may be underreported.

Clarify positions itself as a CRM email tracking solution and features its own content focusing on tools that monitor opens, clicks, and replies to sales emails. The goal is to capture fundamental engagement signals from emails sent via connected inboxes or through Clarify, then present that activity on timelines and in follow-up suggestions. This approach helps sales teams identify who is engaging and when to follow up without transforming Clarify into a comprehensive analytics product. In comparison to dedicated email platforms, reporting on these events is relatively streamlined and geared towards deal workflows instead of in-depth marketing reports.

收件箱内CRM体验

Freshsales’ native plugins for Gmail and Outlook seamlessly integrate your CRM sidebar into your inbox, allowing you to access lead profiles, deal values, and prior email threads as you draft or read messages. You can log emails, schedule meetings, and initiate sequences with just one click, syncing everything back to Freshsales effortlessly. With calendar events also presented in the same view, you enjoy a smooth integration of messages and appointments. However, if you prefer another email client, you’ll need to utilize IMAP sync instead of experiencing the full plugin functionality.

On the other hand, Clarify retains most functionalities within its dedicated web and macOS apps, linking to Gmail and Outlook rather than functioning as a complete CRM sidebar within the inbox. Users can explore timelines, meeting recaps, and AI-generated follow-ups in Clarify, sending or scheduling emails while using their preferred mail clients. For teams that fully operate within Gmail or Outlook, this setup resembles a connected workspace rather than a conventional “CRM inside the inbox” extension. The future plans aim to consolidate workflows and AI actions within Clarify itself, rather than creating complex UI add-ons for each email client.

folk CRM：自动化领域的最佳客户关系管理解决方案

folk CRM is a cutting-edge, AI-native CRM designed for teams aiming to streamline their deal automation without the hassle. It consolidates all relationships—including leads, clients, partners, candidates, and investors—into adaptable views that fit any workflow.

folk caters specifically to automation-driven teams. With built-in email and calendar synchronization, teams can effortlessly automate follow-ups and outreach on a large scale. The new conditional email automations allow you to trigger messages based on real-time data within folk—for instance, automatically sending onboarding or handoff emails when a contact transitions to a client or a deal is marked as signed.

Leveraging AI, folk enriches your data, crafts icebreakers, drafts tailored emails, and recommends optimal next steps. Its open API and webhooks integrate smoothly with tools like Zapier and Make, facilitating advanced workflows across email, WhatsApp, Slack, billing, and internal systems.

With one-click contact capture through the folkX Chrome extension and collaborative pipelines, folk empowers teams with a lightweight yet robust CRM to scale automation while maintaining complete control.

结论

In conclusion, while Freshsales excels with its intuitive interface and strong email integration, Clarify stands out as an AI-driven solution for agile teams looking to streamline their operations. However, folk emerges as the top choice for those prioritizing email integration, automation, and sequencing. Its adaptive pipelines and real-time automation capabilities empower teams to effortlessly manage outreach and follow-ups, making it the ideal CRM for organizations seeking to enhance their automation stack without sacrificing usability. Try folk CRM for free.

立即开启14天免费试用，或预约产品演示。