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.
Clarify
Freemium
Clarify is an AI CRM that automates revenue workflows with agents for pipeline reviews, lead routing, meeting follow-up, and data updates.
What is Clarify?
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.
What can Clarify do?
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.
Use Cases
“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.
Frequently Asked Questions
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
Clarify Traffic Analysis
Traffic data is for reference only.
- Domain Rating
- 60
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