Clarify

Overview

Clarify is an AI-native, autonomous customer relationship management (CRM) platform designed specifically for founder-led startups and fast-moving go-to-market (GTM) teams. Unlike conventional CRMs that rely heavily on manual data entry, Clarify leverages AI agents to automate updates, follow-ups, and pipeline hygiene, effectively removing the operational overhead traditionally associated with CRM upkeep. The platform is built for speed and control, offering both fully autonomous operation and human-in-the-loop workflows. It is also SOC 2 Type 2 certified and GDPR compliant, providing a secure infrastructure for teams that handle sensitive customer data and revenue processes.

At the core of Clarify is a set of AI-driven agents, led by Rep, a personal sales agent that prospects, qualifies, and moves deals forward. Rep joins calls, reads emails, and records every interaction, automatically updating deal stages, summarizing conversations, and producing clear next steps. With one-click email and calendar synchronization, all leads, meetings, and deals are routed into a single source of truth. The platform’s Lead Finder and Campaigns module brings prospecting into the CRM itself, allowing users to identify leads that match an ideal customer profile (ICP), enrich and score them, and then have Rep draft and enroll campaigns — all without leaving Clarify. This unified workflow eliminates the need to juggle multiple tools between first touch and closed-won, reducing context switching and improving response times.

Clarify also introduces a self-configuring data model. Users can simply name a field, and the AI will determine the appropriate field type, generate instructions, and autofill values, dramatically reducing schema design overhead. Custom agents can be built from templates or defined using natural language, ranging from flagging at-risk deals to managing the entire revenue motion end-to-end. Teams retain full control by choosing between autopilot and human-in-the-loop execution. In addition, Clarify's call intelligence captures every call and summarizes it into actionable insights, while the system detects new opportunities and surfaces context from emails and calls. This combination of automation and intelligence ensures that no deal is neglected and every follow-up is completed.

Clarify is positioned as the autonomous CRM for founder-led startups and early-stage teams that need to move fast without sacrificing pipeline discipline. Its target users include founders, sales leaders, revenue operations, and even venture capitalists who need visibility into portfolio performance. With native integrations, a desktop app for Windows, and a regularly updated changelog, Clarify is designed to scale alongside high-growth companies. Whether used by a solo founder or a growing GTM organization, Clarify adapts to the user’s preferred level of automation. By shifting the burden of CRM maintenance to AI, Clarify enables teams to focus on what matters most: closing deals and growing revenue.

Core capabilities

AI-Native Automation

Automates CRM updates, follow-ups, and pipeline hygiene so teams can focus on selling rather than manual data entry.

Rep Sales Agent

A personal AI sales agent that prospects, qualifies, and advances deals, handling meeting briefings, follow-ups, and call summaries.

Email & Calendar Sync

One-click synchronization keeps every lead, meeting, and deal in a single, always-updated source of truth.

Lead Finder & Campaigns

Integrated prospecting and campaign creation platform that moves contacts from first touch to closed-won without leaving the CRM.

Call Intelligence

Automatically captures calls, updates deals, summarizes conversations, and generates clear next steps.

Self-Configuring Data Model

Name any field and the AI selects the type, writes instructions, and autofills values without manual configuration.

Customizable Agents

Use natural language or templates to build agents that operate autonomously or with human-in-the-loop control.

Prospecting with ICP Matching

Identifies, enriches, and scores leads against an ideal customer profile, then drafts and enrolls campaigns.

Automatic Pipeline Management

Detects new opportunities, updates deal stages automatically, and surfaces insights from emails and calls.

Security & Compliance

SOC 2 Type 2 certified and GDPR compliant, ensuring robust data protection for revenue operations.

Use cases

Automating CRM data entry and pipeline hygiene for founders selling directly

Identifying and scoring leads that match an ideal customer profile (ICP)

Letting AI agents handle meeting briefings, follow-ups, and call summaries

Managing full prospecting campaigns within the CRM without extra tools

Building custom automation workflows using natural language or templates

Tracking deal stages and surfacing at-risk opportunities automatically

Keeping all email, calendar, and deal data synchronized for full visibility