Clarify

Clarify is an AI CRM that automates pipeline reviews, lead routing, meeting follow-ups, and data updates inside your workspace, with defined permissions and logged actions.

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AI agents for CRM workflows

Clarify is a CRM system with AI agents that automate revenue-team work inside the workspace. The agents watch for events in the CRM or connected tools, then carry out tasks such as updating records, drafting follow-ups, routing leads, and preparing meeting context.

The product is aimed at teams that want to reduce manual CRM administration without giving up control. Users can start from a template or describe a workflow in plain language, and each agent runs with defined permissions, logs its actions, and can work with Clarify data plus connected tools such as email, calendar, Slack, and MCP-enabled services.

Core capabilities

Template-based and custom agent creation

Describe a task in plain language and Clarify turns it into an agent, or start from a ready-made template built for common CRM workflows.

Event-triggered automation

Agents watch for events such as new deals, inbound email, or completed meetings, then run the workflow when the trigger occurs.

CRM task execution

Agents can update records, draft follow-ups, route leads, flag risks, and other CRM work based on the instructions you define.

Connected-tool workflows

Templates and pricing details show support for tools such as Gmail, Google Calendar, Slack, Microsoft email and calendar, Zapier, LinkedIn, Chrome extension use, and MCP-connected tools.

Permission controls and auditability

Agents have scoped permissions for what they can read, write, and reach, and actions are logged for review.

Structured outputs back into CRM

Templates can write outputs back to the CRM, such as deal updates, briefs, comments, summaries, or structured follow-ups.

Practical workflows

Account research before discovery calls
Install or create an agent that watches for a deal entering the Lead stage, researches the account, and posts a SPICED discovery brief to the company record before the first call.
Post-meeting CRM updates
After a transcript is created, update the deal stage, next steps, and linked people or company fields from what was actually said, while skipping values that already have a strong match.
Meeting follow-up automation
Set up an agent that drafts recap emails, follow-up notes, and task reminders after meetings so reps can review them instead of starting from scratch.
Pipeline and lead operations
Use templates that monitor deal movement, lead activity, or inactivity to surface risks, prioritize work, or route inbound interest to the right owner.

Pros and Cons

Pros

Can start from templates or plain-language prompts instead of code.
Covers several recurring CRM jobs, including meeting follow-up, post-call updates, pipeline review, lead routing, and account research.
Runs inside Clarify with permissions controls and activity logging.
Can connect to common work tools and MCP-enabled services beyond the CRM.

Cons

Some templates are built by community creators and may not be available as one-click in-product installs.
The source does not show full integration coverage or all MCP-supported tools, so fit for a specific stack may need verification.
Pricing is credit-based, so usage cost depends on how much work the agents do.

FAQ

What is a Clarify agent?

A Clarify agent is an AI teammate that works inside your CRM. It watches for events such as a new deal, an inbound email, or a finished meeting, then takes actions like updating records, drafting follow-ups, or flagging risks.

How do Clarify agents work?

Each agent has a trigger, instructions, and access to your Clarify data plus connected tools. When the trigger fires, Clarify reads the relevant context, completes the task, and records what it did so you can review or adjust it.

Do I need to write code to use an agent?

No. You can install a ready-made template in one click, or describe what you want in plain language and Clarify builds the agent for you from your workspace.

Which tools do Clarify agents connect to?

Agents work with Clarify CRM out of the box and can connect to tools such as Gmail, Google Calendar, Slack, and anything available over MCP. The template pages also show the tools each agent uses.

Is my data secure when agents act on it?

Agents operate within your Clarify workspace under your existing permissions, and every action they take is logged. You decide which agents are active and what they are allowed to do.

Quick Facts

Category: AI CRM
Primary users: Revenue teams, including startups, VCs, account executives, customer success managers, marketers, and SDRs
Deployment: Web app in the Clarify workspace
Pricing model: Free plan plus paid plans; pricing includes credits for AI work
Connected tools: Clarify CRM, Gmail, Google Calendar, Slack, Microsoft email and calendar, Zapier, LinkedIn, Chrome extension, MCP
Source domain: clarify.ai