Moving from HubSpot to Clarify.
Clarify writes the record from your email, calls and meetings instead of asking anyone to fill in fields, and it does not charge for seats. Here is what a migration carries across, and the part their own plans do not cover. Kesey is not affiliated with Clarify; these are a practitioner's notes.
Disambiguation first, because the name is crowded
Clarify is an AI native CRM at clarify.ai, founded in Seattle in 2024 and generally available since June 2025. It captures email, calls and meetings automatically, keeps records current without manual entry, and runs agents for prospecting and research.
It is not Clarify Health, not Clarify Capital, not the Gmail tool at clarify.day, and not the 1990s Clarify CRM that Nortel bought. Most search results for the bare word are about the others.
Credits, not seats
Their own line is pay for work done, not seats filled. Pick the team and the month, and watch which one moves the bill.
10 logins, 0 seat charges. Seats are free and unlimited on every plan, so the head count never touches the bill.
3,000 credits.
Lead Finder costs one credit per record imported, so a steady month of about 3,000 records is about 3,000 credits. A heavy prospecting month and a quiet one bill differently on the same headcount.
$50 for the month.
Starter's 5,000 credits cover it, with 2,000 to spare. The same $50 whether four people or twenty five open the record.
Numbers from the table below, read August 2026. Clarify lists CRM migration as a Growth plan feature, so on Free or Starter the move is yours to run: the teams small enough that Starter is the right plan are exactly the teams the vendor does not migrate. The work still has to happen and somebody has to do it.
Clarify pricing, August 2026
Their own published numbers, checked that month. Worth reading carefully, because most pages quoting Clarify pricing are quoting a price list that changed.
| Plan | Price | Seats | Credits | Records |
|---|---|---|---|---|
| Free | $0 | Unlimited | 1,000 a month | 20,000 |
| Starter | $50 a month | Unlimited | 5,000 a month, then $50 per 5,000 | 250,000 |
| Growth | Custom | Unlimited | Custom | Unlimited |
The model is credits, not seats. Their own line is pay for work done, not seats filled: everyone can have a login and you pay for what the AI does. Lead Finder costs one credit per record imported, so a heavy prospecting month and a quiet one bill differently on the same headcount. Most third party pages still list Free at 2,500 credits and Starter at $20 a month; both changed. Source: clarify.ai pricing page, read August 2026, so treat it as dated, not current, if you are reading this much later.
What a migration moves
Two things arrive intact and two do not, the shape of every capture first migration.
Contacts, companies and deals. Clarify then enriches them from the mailboxes and calendars you connect, so the records arrive fuller than they left.
The conversation history. It rebuilds itself from the mail and calendar; nothing is imported.
Property history. Years of who changed which field and when has nowhere to land.
Workflows and scoring. Some collapse into an agent instruction and some matter enough to rebuild properly.
When to stay on HubSpot: if marketing lives in it, if board reporting depends on how fields changed over quarters, or if predictable per seat pricing matters more than paying for work.
Five questions that come up once the decision is made
Each answered in a line here and in full on the live site, every figure sourced to Clarify's own pages and dated.
- ·What it costs, and how credits work
Seats are free and unlimited; you pay per action at published rates.
- ·Getting your data back out
CSV on People, Companies, Deals and Custom Objects, on every plan. The export carries the columns in your view.
- ·What syncs, and which way
The integrations page says two way and the documentation says one way. Both quoted, and the docs are the operative statement.
- ·Every connection, and what each does
Thirty eight listed across nine categories, and both the Google and Microsoft mail stacks are supported.
- ·Connecting it to other software
Three ways in, and a personal key sees more meeting data than a workspace key.
Clarify CRM questions
What is Clarify CRM?
Clarify is an AI native CRM at clarify.ai that captures email, calls and meetings automatically and keeps records current without manual data entry. Founded in Seattle in 2024, generally available since June 2025, and backed by $22.5 million from USVP, Gradient and Madrona.
How much does Clarify cost?
Free is $0 with unlimited seats, 1,000 credits a month and 20,000 records. Starter is $50 a month with unlimited seats, 5,000 credits and 250,000 records, with more credits at $50 per 5,000. Growth is custom. Checked August 2026.
Does Clarify really have unlimited seats?
Yes, on every plan, and it is their own stated model, not a promotion. You pay for credits, meaning the work the AI does, instead of per person. That is different from HubSpot and from Attio, both of which price per seat.
Can you migrate from HubSpot to Clarify?
Yes. Contacts, companies and deals carry across, and the conversation history largely rebuilds itself once mailboxes and calendars are connected. What does not carry is property history and your HubSpot workflows. Clarify includes migration support on the Growth plan only, so on Free or Starter the move is yours to run.
Clarify or Day.ai?
They are the closest two products on the market and both build the record from what already happened, not from data entry. The real split is the pricing model. Day.ai charges per agent, Clarify charges per credit with unlimited seats. So a team with many watchers and light automation tends to land on Clarify, and a team running heavy automated prospecting should model credit burn carefully before assuming it is cheaper.
Clarify or Attio?
Different questions. Attio is for modelling your own objects when the business does not run on contacts, companies and deals, and it prices per seat. Clarify is for teams whose problem is that nobody updates anything. If you need custom objects, that points to Attio.
Is Clarify the same as Clarify Health or Clarify Capital?
No. Clarify Health is a healthcare analytics company, Clarify Capital is a business lender, clarify.day is a Gmail triage tool, and the Clarify CRM that Nortel acquired in the 1990s is long gone. The CRM discussed here is clarify.ai.
Tell us what is in HubSpot now
And what you want out of it. We will say what moves, what has to be rebuilt, and whether it is worth doing at all.
Talk through the migration.
Thirty minutes. You describe what is in HubSpot now and what you want out of it, and we will tell you what moves, what has to be rebuilt, and whether it is worth doing at all.
Still choosing? The four CRMs side by side, and what a move to Day.ai carries instead.