Customer Relationship Agents by Clarify.

Customer Relationship Agents by Clarify

Clarify transforms your CRM from a passive database into an active revenue operations engine. These AI agents automate the tedious administrative work that consumes your sales team's day—updating records, drafting follow-ups, and flagging risks—so your people can focus entirely on closing deals. By handling the "M" in CRM, Clarify lets you step out of manual management and into strategic selling.

Product Highlights

• Autonomous CRM Management: Agents automatically update deal stages, log activities, and maintain data hygiene without human intervention, running your CRM on autopilot while you sleep
• Natural Language Configuration: Describe what you want automated in plain English and Clarify builds the agent for you—no code, no complex workflows, no engineering resources required
• Cross-Platform Intelligence: Connects seamlessly with Gmail, Slack, Notion, Gong, Linear, and 100+ tools via MCP, enabling agents to orchestrate work across your entire revenue stack
• Pre-Built Template Library: Deploy proven agents instantly including End-of-Day Wrap-Up, Inbox Reply Drafter, Post-Meeting CRM Update, Account Research System, and Deal Risk Radar
• Granular Permission Controls: Each agent receives scoped access just like a human teammate—you decide what it can read, write, and touch, with full audit trails for every action

Use Cases

• Pipeline Administration: Automatically review open deals daily, identify the single biggest risk to each opportunity, and surface specific next actions—keeping pipeline health visible without manual inspection
• Meeting Follow-Through: After every call, agents draft context-aware follow-up emails grounded in transcripts, update CRM records with agreed next steps, and create associated tasks so nothing falls through cracks
• Account Intelligence: Research every new account entering your pipeline and generate SPICED discovery briefs automatically, ensuring your team walks into every call fully prepared
• Inbox Management: Draft replies in your voice to inbound emails, summarize unanswered messages, and deliver end-of-day wrap-ups recapping meetings and due tasks

Target Audience

Clarify serves revenue teams at startups and venture-backed companies who are drowning in CRM admin work—particularly Account Executives, Customer Success Managers, SDRs, and marketers who want to reclaim hours spent on data entry and coordination. It's built for lean organizations that need enterprise-grade revenue operations without hiring dedicated RevOps headcount.