Case Study: Pocketflows saves hours and scales customer relationships with Clarify

Pocketflows uses Clarify to maintain a personal touch

Pocketflows, an early-stage startup building embedded marketing solutions, struggled with managing its growing sales pipeline using spreadsheets. Co-founder Lucy Wang spent one to two hours daily on manual tracking, which created operational friction and made it difficult to maintain consistent communication with prospects. The team needed a more efficient system and was evaluated solutions like HubSpot and Salesforce before being introduced to Clarify.

Pocketflows chose Clarify for its intuitive interface and rapid setup. The platform provided automated data enrichment and streamlined deal management, eliminating manual data entry. Implementing Clarify saved an estimated five hours per week, allowing the lean team to focus on growth. This efficiency contributed to their successful expansion from three design partners to five paying customers, with the tool becoming a seamless extension of their revenue operations.

Pocketflows

Lucy Wang

Chief Executive Officer