About Clarify
Clarify is an autonomous, AI-native CRM designed to help founders and early-stage sellers build pipeline, close more deals, and spend less time on CRM busywork. It unifies customer data, automates tedious tasks like pipeline creation, meeting administration, and CRM updates, and provides actionable insights. Clarify aims to transform every seller into a top performer by automating prep, notes, and follow-ups, and by providing a unified system for GTM data, reporting, and workflows.
How to Use
Users can leverage Clarify to automatically track conversations (emails, meetings), enrich prospect details, manage contacts and deals, sync email and calendar, track tasks and notifications, and manage pipelines. It automates data entry, generates meeting summaries and follow-ups, and provides revenue intelligence dashboards. Users can also design no-code workflows and integrate with other GTM tools.
Key Features
- AI-powered pipeline creation automation
- Automated meeting administration and CRM updates
- Automatic conversation tracking (emails, meetings)
- Instant prospect enrichment
- Automated smart sequences for follow-ups (soon)
- Automated meeting prep and context summarization
- Automatic note-taking and detail extraction during calls
- Auto-generation of updates, follow-ups, and next steps
- Unified GTM data ingestion (product usage, emails, calls, site activity)
- No-code workflow automation
- Revenue intelligence dashboards
- Contact and deal management
- Email and Calendar sync
- Tasks and Notifications
- Lists and Deal pipelines
- Custom fields
- macOS app
Use Cases
- Founders and early-stage sellers building and managing sales pipelines.
- Sales teams looking to automate CRM busywork and focus on closing deals.
- Revenue operations teams needing a unified system for GTM data, reporting, and workflows.
- Businesses aiming to enrich leads and handle outbound outreach within their CRM.
- Teams wanting to automate meeting preparation, note-taking, and follow-ups.
- Companies seeking to unify customer data from various sources (product usage, emails, calls, site activity).