Agentic

The problem

Agentic runs sales strategy, process, and tooling for B2B SaaS and professional services companies — mostly founders doing $2 to $5 million in revenue who are ready to get systematic about sales for the first time. The team is four people, based out of Sydney, and every one of them sells, delivers, and closes.

Which meant their own tech stack had to work for four generalists, not a dedicated ops person. It didn’t.

“We used to have HubSpot, Smartlead, HeyReach,” says Alex Scholz, co-founder at Agentic. “We dabbled around a little bit in Clay, moved to Bitscale, Apollo for some work, and then tried out a trillion other GTM tools that are out there. To be honest, it was actually a pretty big pain.”

HubSpot was the core of it, and it never really took. Integrating it into anything was a constant fight. Even close to a year in, almost nobody on the team was logging in and updating records. Getting Fireflies call data into HubSpot in any usable form was harder still, and the HubSpot MCP server didn’t make it easier.

“Our solutions engineer hates CRMs. He’s never used HubSpot,” Alex says. “But he’s constantly in Clarify. When we saw that, I said, okay, let’s just move everything over and stop this nonsense.”

They needed:

• A CRM the whole team would actually open, not just the founder
• Native call recording, so conversation context lived next to deal data instead of in a separate transcription tool
• A system flexible enough to track three different revenue types (services, product resale, and partnership commissions) without a pile of workarounds
• Setup and configuration that didn’t require a dedicated admin

How they found Clarify

Alex doesn’t remember the exact moment. He’d seen Clarify co-founder Patrick Thompson’s comments somewhere online, reached out, and the conversation snowballed from there.

He was already looking. As a GTM shop, Agentic evaluates tools constantly, and Alex had a clear view of the alternatives: Pipedrive, Attio, Notion pitched as a CRM. None of them fit.

“A year ago, Clarify was a pretty small product,” Alex says. “But over time there were so many new features and capabilities that came together that it just allowed us to almost do everything we wanted to do.” Agentic ran Clarify and HubSpot side by side for six months before pulling the trigger.

The solution

Once Agentic committed, the switch consolidated three separate tools into one and changed who actually used the CRM day to day.

1. Call recording and CRM data live in one place, so Fireflies got cut

Agentic moved meeting recording into Clarify directly, eliminating Fireflies as a separate line item and a separate place to look for context.

“Why have 15 different recorders all over the place when I can have it in Clarify?” Alex says. “We even record our product meetings in Clarify. Basically all our conversations are in there.”

2. Multi-pipeline setup that would take days elsewhere took 15 minutes

Agentic’s revenue model is more complex than a four-person team usually has to model: services revenue, product resale, and partnership commissions, each needing its own pipeline and custom objects. Alex expected that complexity to be a slog to configure.

“It was, hey, Rep, here’s what we’re thinking, this is our context, this is how we run everything, this is how it’s connected. Two pages of context, and 15 minutes later I was done,” Alex says. “The way your AI can operate across the tool and think through the best setup, I haven’t seen it anywhere else.”

3. Claude and Clarify’s MCP server became Alex’s main interface, not the app

Alex does most of his day-to-day work through Claude and Clarify’s MCP server rather than logging into Clarify directly. After a meeting, he talks through what happened with Claude, which pushes the fields and context into Clarify without him typing anything in.

“That’s really where I do a lot of work, probably spend more time in Claude and the various MCPs than with my wife,” he says. “Don’t tell her, she’s equally bad, so I can make the joke.”

4. Routine setup dropped from 45 minutes to 5

Basic configuration tasks that used to eat almost an hour in HubSpot now take a fraction of the time in Clarify, a difference Alex brought up unprompted as one of the more surprising parts of switching.

Outcomes

Full team adoption, for the first time

“Almost nobody would log into HubSpot. I was the only one,” Alex says. “Out of the four, now everybody logs in regularly and pulls data from it.”

A four-figure reduction in tooling costs

Cutting HubSpot and Fireflies down to Clarify saved Agentic a four-figure sum. “For a bootstrapped consulting company, saving four figures is always good,” Alex says. “And that is just the cost of the tool, and doesn’t include the monetary value of the time and effort saved across the team.”

Less time hunting for context across tools

With call recordings and deal data in the same system, Alex says the team spends less time looking for information because it’s already in one window instead of split across two or three apps and submenus.

A setup that scales with a complex revenue model, not against it

Agentic tracks services revenue, product resale, and partnership commissions in parallel, and Clarify’s custom objects and multiple pipelines handled that structure without the configuration overhead Alex expected for a team their size.

Why Clarify worked where HubSpot didn’t

HubSpot wasn’t wrong for Agentic so much as heavy for a four-person team that needed to move fast and configure things themselves, without a dedicated admin or an integration specialist on staff.

Clarify’s native MCP server and API meant Alex could run most of his workflow through Claude instead of a browser tab, and Rep’s ability to reason about how to structure the system, not just answer questions about it, let the team set up a genuinely complex multi-pipeline model in minutes instead of days.

“Now I have to force myself to fully understand the tech and still go in and be able to do it manually, because Rep doesn’t always know what else could be possible,” Alex says. “But the way your own AI can operate across the tool, I haven’t seen it anywhere else.”