Clay Hits $100M ARR and Clarify Secures $22.5M to Displace Legacy CRM Infrastructure — June 2026
Clay has achieved a $100M ARR milestone with 200% enterprise net revenue retention, signaling a massive shift toward multi-provider data orchestration. Simultaneously, Clarify and Default have secured significant new funding to replace traditional CRM systems with autonomous AI revenue agents and headless buyer intelligence.
Clay reaches $100M ARR and 200% enterprise retention while Clarify and Default raise $42.5M combined to displace legacy CRM infrastructure with AI agents.
Key Findings
- Clay reaches $100M ARR — Proves the scalability of multi-provider data waterfalls with 200% enterprise retention.
Source: Clay · clay.com · , Clay · globenewswire.com · , Clay · clay.com ·
Clay— Clay Current State: $100M ARR Milestone with 200% Enterprise Net Revenue Retention- $100M
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- 200%
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- $3.1B
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
Clay— Clay Current State: Strategic Partnerships with Lusha and Enigma for Enhanced Data Depth“Buy data from 150+ providers in one place”
- 150+
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- 98%
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- 85%
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Baseline: directly stated in source
Confidence: inferred
Clay— Clay Current State: Bulk Enrichment for Salesforce with 10M+ Record Capacity“Enrich more than 50K records at once”
- 10M+
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- 50K
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- 1,000
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- Clarify secures $22.5M Series A — Accelerates the displacement of legacy Salesforce instances through 'Ambient Intelligence.'
Source: Clarify · clarify.ai · , Clarify · webwire.com · , Clarify · linkedin.com ·
Clarify— Clarify Currently Promoting Case Studies of Legacy Salesforce Replacement and Cost Savings“See how Tesorio migrated from a 10-year Salesforce instance to Clarify in 30 days, saving $50k+ in tool spend and 5 hours of manual work per deal.”
“Sift replaced Salesforce with Clarify and achieved 100% clean CRM data in 2 weeks—unlocking visibility, speed, and a CRM that fits how they actually work.”
- 90% reduction
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- $50k+
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
Clarify— Clarify Currently Capitalized with $22.5M Total Funding Following Series A Round“Read the note from our founders, Pat, Austin, and Ondrej to hear more about the funding, the vision for starting Clarify, and what's next.”
- $22.5 million
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- $15 million
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
Clarify— Clarify Co-hosting 'Selling in the AI Era' In-Person Event with Apollo.io“June 4 | 6–8pm PDT. Register here:”
- June 4, 2026
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- Default raises $20M for Operation Phoenix — Reinvents its infrastructure as a unified data layer for AI revenue agents.
Source: Default · linkedin.com · , Default · default.com · , Default · default.com ·
Default— Default Announces $20M Series A and Re-Invented AI Revenue Agent Infrastructure“Default raised $20M in total funding to build go-to-market agentsRead more”
“Today, we're launching a new product and announcing our Series A led by 8VC , with participation from Craft Ventures , Tokyo Black , Scribble Ventures , and Jack Altman , bringing us to $20m raised.”
- $20M
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
Default— Default Public Pricing Page Returns 404 Error Amid Product Re-Launch“The page you’re looking for doesn’t exist or has moved.”
- $750/mo
Reference to historical baseline provided in previous insights
Baseline: directly stated in source
Confidence: verified
Default— Default Integration Library Features 100+ Native Connections for GTM Orchestration“100+ native integrations to use for routing, scheduling or workflow execution”
- 100+
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- Sumble reports 550% YoY revenue growth — Validates the demand for structured account intelligence across 2.6M companies.
Source: Sumble · techcrunch.com · , Sumble · sumble.com · , Sumble · linkedin.com ·
Sumble— Sumble Current State: $38.5M Funding and 550% Year-Over-Year Revenue Growth- $38.5 million
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- 550%
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- 19
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Baseline: directly stated in source
Confidence: verified
Sumble— Omni Case Study Documents 5x Research Efficiency Gains via Sumble Account Intelligence“Account research time: ~1 week for 200 accounts down to ~2 days ... 5x”
“Per-account research: down from 20-30 min to 5 min per account”
- 5x
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- 5 minutes
25 / 5 = 5x reduction
Baseline: 20-30 minutes per account
Confidence: verified
Sumble— Sumble Launches MCP Server Integration to Power Agentic GTM Workflows- $120k
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- 10 days
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- Common Room and Cargo deploy MCP Servers — Transitions buyer intelligence to headless infrastructure for autonomous agent consumption.
Source: Common Room · commonroom.io · , Cargo · linkedin.com · , Cargo · getcargo.ai ·
Common Room— Common Room Deploying CLI and MCP Server for Headless Buyer Intelligence“Introducing the Common Room CLI and expanded MCP Server write capabilities. Programmable, composable GTM intelligence that runs wherever your AI agents live.”
“Buyer intelligence just went headless. May 27th, 2026·5min read”
- May 27th, 2026
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
Cargo— Cargo Current State: Deployment of 'Cargo Skills' and Deep Claude Code Integration“Today, we're launching Cargo Skills. The layer where GTM agents actually operate. Real primitives, the same way engineers have had for 20 years with AWS.”
“install directly in Claude Code... build, debug, deploy, iterate... from a terminal.”
Cargo— Cargo Current State: Aggressive Competitive Benchmarking Against 9 Industry Incumbents“Answer 7 quick questions and we'll tell you which tool fits your workflow.”
“Clayvs Cargo Apollovs Cargo LeanDatavs Cargo Chili Pipervs Cargo Zapiervs Cargo Makevs Cargo n8nvs Cargo Workatovs Cargo Tray.iovs Cargo”
- 9 market leaders
Count of unique competitor comparison modules present in the scrape (Clay, Apollo, LeanData, Chili Piper, Zapier, Make, n8n, Workato, Tray.io)
Baseline: List of competitors on comparison page
Confidence: verified
- 7-question
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: verified
- HockeyStack processes 1M daily sandbox sessions — Uses Python code execution to eliminate AI hallucinations in deal scoring.
Source: HockeyStack · linkedin.com · , HockeyStack · hockeystack.com · , HockeyStack · hockeystack.com ·
HockeyStack— HockeyStack Currently Deploys Python Sandbox for AI Agent Reasoning“So we set up a Python sandbox where the agent writes real code, executes it, and reasons from the output. We now run roughly 1M sandbox sessions daily across our customer base.”
- 1M
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
HockeyStack— HockeyStack Maintains 17 Open Roles Focused on Sales and San Francisco Operations“Open Positions (17)”
- 17
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- 82%
14 / 17 = 82.35%
Baseline: 17 total jobs, 14 in San Francisco
Confidence: inferred
HockeyStack— HockeyStack Positions as Enterprise Revenue Agent Platform Following $50M Raise“HockeyStack is the Revenue Agents platform for the enterprise. Revenue Agents are powered by a machine-learning model, Blueprints, that reverse-engineers your winning sales process.”
“HockeyStack Raises $50M to Build Revenue Agents for the Enterprise”
- $50M
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- 171+
directly extracted from source — no arithmetic
Baseline: directly stated in source
Confidence: inferred
- Warmly integrates Marketo and Pipedrive — Expands its connectivity hub to sync identified website visitors directly into CRM workflows.
Source: Warmly · linkedin.com · , Warmly · warmly.ai · , Warmly · scottcoop.com ·
Warmly— Warmly Operates WarmLegency Division for Professional GTM Services“Warmly, just expanded. And I'm stepping in as President of our WarmLegency (Professional Services) division.”
Warmly— Warmly AI Autopilot Features Autonomous Qualification and Live Video Handoff“Identifies visitors at person level (~15%) and company level (~65%)”
- 15%
directly extracted from source — no arithmetic
Baseline: directly stated in source
Warmly— Warmly Rated 4/10 for Accuracy in Independent Gartner Auditor Study“Gartner senior auditor rates Warmly 4/10 for data accuracy after platform returned unrelated individuals during six-week evaluation.”
- 4/10
directly extracted from source — no arithmetic
Baseline: directly stated in source
Why companies are switching from Salesforce to Clarify and Clay
Clarify currently promotes case studies documenting the displacement of legacy Salesforce instances at companies like Tesorio and Sift, reporting 90% reductions in admin overhead and annual savings exceeding $50,000. This trend is mirrored by Clay’s achievement of a $100M ARR milestone with 200% enterprise net revenue retention, suggesting a market-wide shift toward flexible, data-rich orchestration layers over traditional CRM systems. Clay now provides Bulk Enrichment for Salesforce with a 10M+ record capacity, specifically targeting the administrative burden of maintaining large-scale datasets without manual CSV management.
Default is also participating in this infrastructure reset, raising a $20M Series A led by 8VC for 'Operation Phoenix' to build a unified data layer for AI revenue agents. The platform currently maintains over 100 native integrations across CRM and marketing automation categories to provide agents with full context from systems like Salesforce, HubSpot, and Gong. This move away from legacy workflow engines is further evidenced by Default removing its public pricing page in favor of custom enterprise quoting for its new AI Agent capabilities.
How HockeyStack and Warmly are using AI Agents for GTM
HockeyStack currently deploys a Python sandbox that allows AI agents to execute code for complex deal calculations, processing 1 million sessions daily to minimize model hallucinations. The platform has also introduced cost-aware agents that utilize a credit-based price list to maintain a 14% higher quality benchmark while reducing the volume of expensive enrichment calls by 28%. These agents handle deal scoring, task generation, and rep briefing with a focus on resource efficiency.
Warmly is simultaneously positioning its 'Context Graph' as a strategic memory layer for AI, recording decision traces to solve the institutional knowledge gap where LLMs typically fail to recall historical GTM context. The Warmly AI Autopilot system now features autonomous qualification and live video handoff, enabling reps to engage high-intent visitors mid-chat. Unify complements this trend by evangelizing a 'Vibe Coding' methodology, which allows non-technical GTM leaders to prototype ROI calculators and landing pages in hours using AI without engineering support.
Common Room vs Cargo vs Sumble in 2026
Common Room is currently moving buyer intelligence into scriptable infrastructure by deploying a CLI and MCP Server for headless GTM workflows. This shift allows autonomous AI agents to consume buyer signals directly rather than through a dashboard-only view. Cargo is competing in this programmable agent space with 'Cargo Skills,' a layer that enables AI agents to operate within developer environments like Claude Code and Cursor, allowing GTM systems to be managed via terminal and infrastructure-as-code principles.
Sumble has also launched an MCP Server integration, reporting $120k in pipeline generated within 10 days by feeding proprietary account intelligence directly into LLMs like Claude and ChatGPT. The company currently operates with $38.5M in total funding and has achieved 550% year-over-year revenue growth by providing structured views of organizational hierarchies and technical stacks. UserGems maintains its competitive position by deploying Gem-E AI agents as a central command center, claiming over 96% contact accuracy across 21 native signals to displace 'black box' intent tools.
Hightouch and IndustryLens-3 product launch June 2026
Hightouch is currently recruiting leadership for ML and AI agents to build agentic product infrastructure, leveraging its status as an Elite Tier Snowflake partner with over 300 connectors. The company reports significant performance gains for retail and B2C customers, including a 70% reduction in campaign launch time for Otrium. While most competitors in this space are aggressively expanding their product footprints, IndustryLens-3 remains quiet with limited public data reported during this period.
Market leaders should monitor the impact of a recent independent study that rated Warmly 4/10 for person-level de-anonymization accuracy, alleging that the platform identified individuals at the wrong organizations during controlled testing. Despite this, Warmly continues to scale its 'WarmLegency' professional services arm, which places AI-enabled SDRs and GTM engineers directly into customer organizations. Clarify is also expanding its physical presence, onboarding a cluster of engineering and sales hires to its Seattle-based team to support its new 'Customer Relationship Agents' in early access beta.
Frequently Asked Questions
What is Clay's ARR and growth status as of June 2026?
Why are companies switching from Salesforce to Clarify?
How do Clay, Common Room, and Sumble compare regarding Model Context Protocol (MCP) support?
What is the current pricing for Default and what changed with their Series A?
What are the latest AI agent features from Warmly and HockeyStack?
Which GTM tools are currently leading in funding and revenue growth?
Methodology & Sources
IndustryLens reports are generated from live, multi-source competitive monitoring. Every figure below references the data and coverage that produced this analysis — disclosed for full reader and AI auditability.
Monitored Competitors
This report tracks 12 specific competitors in the B2B GTM and CRM displacement space: Cargo, Clarify, Clay, Common Room, Default, Hightouch, HockeyStack, IndustryLens-3, Sumble, Unify, UserGems, and Warmly.
Insight Volume
A total of 42 verified competitive insights were analyzed for this report, categorized by product updates, hiring signals, brand updates, partnerships, and pricing shifts.
Reporting Period
The data reflects market activity and signals captured during June 2026.
Data Sources
Intelligence is aggregated from Google Ads, Meta Ads, LinkedIn Ads and Posts, Instagram, YouTube, G2/Capterra reviews, Google News, and automated website monitoring of competitor pricing and documentation pages.
Coverage Gaps
During this period, IndustryLens-3 and UserGems showed limited public signal density compared to high-activity competitors like Clarify and Warmly, resulting in a focus on funding and product-led growth data for those specific entities.
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