Clarify

What is Clarify AI

Clarify AI is an autonomous, AI-native CRM built for founders and early-stage sellers who want to build pipeline without drowning in admin. It unifies customer data across emails, meetings, and tools, then automates busywork like pipeline creation, meeting prep, note-taking, follow-ups, and CRM updates. With actionable insights, clean activity capture, and GTM workflows in one place, Clarify helps small teams run a disciplined sales process, close deals faster, and keep reporting accurate with minimal manual effort.

Main Features of Clarify AI

• Autonomous pipeline creation: Automatically captures contacts and opportunities from emails, calendars, and calls to build and enrich the sales pipeline.
• Unified customer profiles: Consolidates interactions and account data into a single view for reliable customer data unification and context-rich selling.
• Meeting prep and notes: Generates agendas, records key moments, and drafts structured notes and action items for fast, accurate follow-ups.
• Follow-up automation: Creates personalized follow-up emails and tasks, helping reps maintain momentum without manual chasing.
• CRM hygiene automation: Auto-logs activities, updates deal stages, deduplicates records, and keeps fields clean to reduce admin.
• GTM workflows and playbooks: Standardizes repeatable sales motions with configurable triggers, tasks, and playbooks.
• Insights and reporting: Provides pipeline health, conversion trends, and forecast signals to guide prioritization and planning.
• Integrations: Connects with common sales and communication tools to sync data and streamline handoffs.
• Permissions and compliance: Granular access controls support secure collaboration across founders, sellers, and advisors.

Who Can Use Clarify AI

Clarify AI is ideal for founders, solo sellers, and early-stage GTM teams that need a lightweight, intelligent sales automation platform. It fits B2B SaaS startups, agencies, and professional services firms that want to consolidate data, minimize manual CRM work, and operationalize consistent follow-ups. RevOps leaders can use it to enforce process, improve data quality, and produce trustworthy reporting without heavyweight systems.

How to Use Clarify AI

1. Connect data sources such as email, calendar, call recordings, and existing CRM or spreadsheets.
2. Import or sync contacts, accounts, and open deals to create unified customer profiles.
3. Configure pipeline stages, rules, and GTM playbooks aligned to your sales process.
4. Schedule or join meetings; let Clarify prepare agendas, capture notes, and identify next steps.
5. Review suggested follow-ups and send or schedule messages directly from the workspace.
6. Monitor pipeline health, forecasts, and activity dashboards to prioritize deals.
7. Refine automations and fields over time to reflect evolving motion and product-market fit.

Clarify AI Use Cases

B2B SaaS startups use Clarify to auto-build pipeline from inbound interest, streamline discovery calls, and drive timely follow-ups. Agencies and consultancies centralize client communications, track proposals, and automate renewals. Professional services teams capture meeting notes, assign tasks, and keep stakeholders aligned. Founders fundraising or selling early pilots can maintain clean deal data, consistent outreach cadences, and evidence-based reporting.

Pros and Cons of Clarify AI

FAQs about Clarify AI

• Is Clarify AI a full CRM or a sales assistant?

  It is an AI-native CRM that combines core CRM records with autonomous sales assistance and workflow automation.

• Does Clarify AI replace my existing CRM?

  It can operate as your primary CRM or sit alongside existing tools by syncing contacts, deals, and activities.

• What data sources can Clarify AI connect to?

  Common sources include email, calendar, call notes or recordings, and other GTM systems to unify customer context.

• How does Clarify AI improve follow-ups?

  It captures action items in meetings, drafts tailored messages, schedules reminders, and updates deal stages automatically.

• Can I export my data?

  Yes, data can typically be exported to share with stakeholders or to integrate with analytics and finance tools.