The Autonomous CRM Racing to Series B With A Product Team of Engineers

In Episode 2 of A to B, I sit with Patrick Thompson, cofounder and CEO of Clarify.ai. Clarify is the autonomous CRM that actually does the work: it captures signals, creates next actions, migrates data, and keeps pipeline moving so reps can close instead of click. Clarify raised roughly $25M to date, grew to a 25 person team, ships daily, and is winning migrations from legacy CRMs.

We go deep on:
• Why Clarify launched early and chose a consumption model instead of per seat
• How they win full CRM migrations from HubSpot and Salesforce
• The culture choice to run without PMs early and make engineers own outcomes
• Shipping speed as a growth lever and why their Series A was preempted
• The intelligence layer that nudges follow ups and moves deals forward

Metrics we unpack:
• What progress in the system looks like: deals moving and fields updated
• Adoption targets from thousands of weekly active users toward tens of thousands
• Migration rate from incumbent CRMs and what it signals for Series B
• How consumption pricing aligns revenue with real work done

The three A to B questions:
• Hiring litmus test: top 1 percent builders with ownership and product sense
• One growth lever: speed to ship plus easy migrations that prove value fast
• One product metric: autonomous actions that progress work and close deals

If you care about AI native systems that collapse tools into outcomes, this one is for you.

If you want to become more data driven, check us out at http://querio.ai. Querio is the data platform the best teams use to win.