ClearRove is the AI-native CRM for owner-operated wholesale — counter plus outside reps, about 35 to 150 people. Rove debriefs the stop, updates the book, and drafts the recap with confirmation on every write.
Built for houses that still know the accounts. A walk-in mentions a job; it lands on the assigned rep's Today. Rove researches accounts, debriefs the counter or the truck into CRM writes, and drafts outreach — with your approval on every change.
Wholesale houses don't lack software. They lack a book the counter and the road share.
The stack got bigger. The CRM didn't get easier. And the last conversation still lives in one person's head.
Consider what a good house's week actually looks like. Will-call rushes. Job-site visits. A contractor who mentioned a remodel on the way out. A pipeline review that surfaces accounts nobody updated. A forecast built on stages that reflect last month, not this morning.
The industry response has been more tools: conversation intelligence that produces transcripts in a side app, enrichment that lands in a spreadsheet, AI chatbots that summarise records someone else typed, CRMs that charge per seat and punish growth. Each tool solves a slice. None of them closes the loop from what happened on the call to what's true in the CRM right now.
That loop is where revenue lives. Not in dashboards. Not in activity scores. In the minutes between calls — when the rep either debriefs and moves on, or opens twelve empty fields and loses the afternoon.
ClearRove exists to own that loop — inside one workspace, with an AI teammate that writes to the CRM rather than describing it.
AI-native is not a chatbot on a legacy CRM
It means the AI teammate, the records, and the write path were designed together — with human confirmation at the centre.
Bolted-on AI
Summarise a record. Suggest a field. Leave the rep to open the form, decide the stage, and type the next step anyway. The work moved tabs; it didn't disappear.
AI-native
Debrief once. Rove proposes the activity, deal update, tasks, and follow-up draft on the actual records. You confirm. The CRM is current before the next call starts.
Fully autonomous
Silent writes that mutate pipeline data without asking. Fast until the first wrong stage — then trust collapses and reps go back to typing. ClearRove deliberately avoids this failure mode.
Where ClearRove earns its place on your stack
Six places teams feel the difference — not as feature bullets, but as hours back and pipeline you can trust.
Selling time back after every conversation
The CRM data entry tax — retyping what was already said at the counter or on a job-site stop — is why the book goes stale. ClearRove attacks it at the source: debrief in plain English, Rove proposes the activity log, deal updates, tasks, and follow-up draft, and you confirm before anything is written. Minutes after the walk-in, not hours on Friday.
Account intelligence that arrives with evidence
Every company in your workspace can carry an ongoing brief: funding, hiring, product moves, competitors, and risk signals grounded on public sources and your own history. Citations and confidence scores let you judge the evidence — not just read a paragraph that sounds plausible.
Decision makers, not just contact lists
Contact discovery maps the buying committee: economic buyer, champion, technical evaluator, blockers. Each person carries role reasoning and the evidence behind it, so reps know who to reach and what to say — instead of exporting a spreadsheet and guessing titles in LinkedIn.
A pipeline that reflects reality
Deal health, stalled-deal detection, and a ranked priority list replace the Monday pipeline-hygiene meeting. When updates happen minutes after the conversation — not days later from memory — forecasts stop being narratives built on guesses.
Outreach drafted in your voice, in your context
Rove drafts email, LinkedIn, phone scripts, voicemails, and agendas using your AI profile and account history. You review, edit, and send from your own tools. ClearRove does the writing and CRM logging; you keep control of the send.
A workspace people actually open
Fast, keyboard-first, ⌘K everywhere. Companies, contacts, pipeline, activities, calendar, and the AI teammate live in one calm interface — not a CRM from 2010 with an AI chatbot bolted into the corner.
The AI teammate inside your CRM
Not a separate chat tab. Rove reads your workspace, proposes writes on your records, and waits for your word.
Meeting debrief
One message after the call — typed, pasted, or spoken — and Rove produces the summary, action items with owners, stage and deal-field updates, and a drafted follow-up email. You review and confirm; you don't author it from scratch.
Talk to Rove
Between meetings, say what you need: open an account, add a contact, move a deal, set a reminder. Rove interprets it, proposes the exact writes, and waits for your approval.
Daily brief and priorities
Rove surfaces what matters today: stalled deals, overdue tasks, accounts that moved, and the next best actions — so reps open ClearRove and know where to spend the next hour.
Pre-call plans (Scale)
Before a high-stakes meeting, Rove generates a goal, opener, agenda, and proposed next step grounded on the account record. Scale-tier teams get analyst-grade depth; Growth teams get the core Rove assistant across chat, debrief, and research.
Deep research (Scale)
Analyst-grade account briefs with citations for teams that want research depth without a separate intelligence tool. Available on Scale and Enterprise.
Confirm before write — always
Nothing lands without approval. Rove shows the specific fields, the old value, and the new one. You approve, edit, or cancel. Every applied change is recorded and reversible.
Palmetto Supply Co. · Counter demo
AI summary
25-minute counter demo with Dale (owner/GM) and Maya (counter lead). They walked a will-call rush and a job-site follow-up. Dale wants one book of business without anyone typing after the counter closes. Confirm-before-write was the yes. Next: ride-along with Tyler.
Action items · proposed
- 1Task created
Send the recap and Growth workspace notes to Dale.
Riley Boone · You
- 2Task created
Walk one will-call ticket in the workspace with Riley.
Maya Ellison · Palmetto Supply
- 3Task created
Ride-along Thursday — log the Mt. Pleasant job-site visit.
Tyler Grant · Palmetto Supply
Next steps
- Counter follow-up · Thu Feb 22 · 25 min
- Outside-sales ride-along · Tue Feb 27 · 45 min
- Owner review of confirm-before-write · Fri Mar 01 · 20 min
- · Open company — Palmetto Supply Co.
- · Create contact — Maya Ellison, counter lead, Charleston
- · Link contact to the Palmetto Supply account
- UndoOpened company — Palmetto Supply Co.Account view · owner Riley Boonejust now
- UndoContact created — Maya EllisonCounter lead · Charleston · linked to Palmetto Supplyjust now
Nothing is written until you confirm, and every write can be undone from the log.
One loop from research to record
What used to be four tools and an hour of typing is one workspace and a two-minute debrief.
Research the account
Open a company. Read the brief, buying signals, and decision makers — or ask Rove to dig deeper before you reach out.
Prepare and execute
Draft outreach in your voice. Run the call. Capture what happened while it's fresh.
Debrief once
Tell Rove what happened in one message. It proposes the CRM writes — activity, deal stage, tasks, follow-up draft.
Confirm and move on
Approve the batch in seconds. The record is current. The action trail shows exactly how it got that way. Undo if you need to.
Built for teams who've been burned by silent automation
Speed without control is how CRMs lose rep trust. ClearRove chose the harder, better default.
Confirm before write
Rove never silently mutates your pipeline. Every change is proposed, shown, and approved by a person on your team.
One action trail, full undo
Every AI write is logged. Managers see how data got there; reps trust it because they can take it back.
Your data trains nothing
Workspace data never trains anyone else's model. Row-level security applies on every table.
Roles and permissions
Workspace admins, sales managers, and reps each get appropriate access. Rove mutations respect the same permission model as manual edits.
One price for your whole team. No seat games.
Flat monthly pricing plus a one-time onboarding fee. Rove is included from Growth upward.
Up to 10 users
Starter is the ClearRove CRM for up to 10 users at $499/month, without Rove AI.. Does not include Rove AI. One-time onboarding: $499.
Up to 25 users
Growth includes the Rove AI assistant for up to 25 users at $999/month.. Rove AI — chat, debrief, research, contact discovery, and drafted outreach.
Up to 50 users
Scale includes Rove AI plus deep research and pre-call plans for up to 50 users at $1,899/month.. Deep research with citations, AI pre-call plans, advanced roles, and dedicated onboarding.
What we don't pretend
A product worth trusting tells you where the edges are.
Outreach is drafted, not auto-sent
Rove writes the email; you copy it or open your mail client. Native send and in-app sequences are not connected yet — by design, so nothing leaves your domain without you.
Starter is the CRM without Rove
Growth, Scale, and Enterprise include the AI assistant. Starter ($499/month) is the modern CRM — companies, contacts, pipeline, import, enrichment — for teams that want the workspace first and Rove when they're ready.
No fake compliance badges
We do not claim SOC 2, HIPAA, or FedRAMP certification we have not completed. Security practices are documented on our Security page; ask us for a questionnaire when you're evaluating.
Import via CSV and XLSX
Bring your data with field mapping and validation review. Talk to us about your source system for complex migrations — we do not overpromise sync depth we have not built.
Who ClearRove is built for
Owner-operated wholesale, about 35 to 150 people
A house where leadership still knows the accounts by name. Counter plus outside reps, not a national chain and not a two-person shop.
Counter and outside reps sharing one book
A walk-in mentions a job. The assigned rep should see it on Today — the same last conversation, not a hallway recap.
Owners who need a current book, not a nag campaign
When logging costs thirty seconds after the stop, hygiene becomes a side effect of the counter closing — not a Monday meeting.
Houses tired of a spreadsheet plus three inboxes
The book lives in a sheet the owner opens every morning. ClearRove is one workspace where the AI teammate already lives inside the records.
Questions teams ask about ClearRove
See it on your accounts, not a slide deck
Thirty minutes, your pipeline, your words. Bring a real debrief and watch Rove log it.
Related reading: Your pipeline spreadsheet is already costing you money · Why reps hate CRM data entry · How we compare to other AI CRMs · Pricing · All articles