Clarify is an AI agent platform that automates CRM tasks such as pipeline reviews, lead routing, data hygiene, and meeting prep.

How does Clarify work?

Simply describe your needs, and the AI agent builds itself to automate the specified CRM tasks.

Is Clarify easy to set up?

Yes, you just describe your requirements, and the agent configures itself automatically.

Can Clarify integrate with my existing CRM?

Clarify is designed to automate CRM tasks, suggesting it integrates with popular CRM platforms, though specific integrations are not detailed.

Who can benefit from using Clarify?

Sales teams, CRM administrators, and businesses looking to streamline their CRM workflows can benefit from Clarify.

Clarify - AI Agents tools - Free trial, pricing intro, performance review, official site access and online experience

What is Clarify?

Clarify is an AI agent platform that automates CRM tasks like pipeline reviews, lead routing, data hygiene, and meeting prep. Users simply describe their needs, and the agent builds itself to handle the work. It runs inside your CRM, watching for events like new deals, inbound emails, or finished meetings, and takes action automatically. The goal is to let teams spend less time on busywork and more time closing deals.

Application scenarios

Pipeline management
Automatically review deals, send intro emails to free users at companies with 100+ employees, and filter based on conditions like paid status.
Meeting follow-up
After a meeting, draft a follow-up email grounded in the transcript and agreed next steps, ready for review.
CRM hygiene
Update deal stages, next steps, and related fields on linked records after a meeting transcript is ready.
Inbox management
Draft context-aware replies to inbound emails in your voice, ready for review and send.
Account research
Automatically research every account entering your pipeline and generate a SPICED discovery brief for prepared calls.
Deal risk monitoring
Scan open deals daily, identify the biggest risk, post evidence and a next action, and keep deal health labels current.
End-of-day wrap-up
Send a late-afternoon email recapping today's meetings, unanswered emails, and tasks due so nothing slips.

Core Features

Pipeline Reviewer
Automatically filters users where paid is false, checks they work at companies with 100+ employees, and sends an intro email to each free user.
Post-Meeting Follow-Up
Drafts a follow-up email grounded in the meeting transcript and agreed next steps, ready for review.
Post-meeting CRM Update
Updates deal stage, next steps, and related fields on linked records after a meeting transcript is ready.
Inbox Reply Drafter
Drafts a context-aware reply to inbound email in your voice, ready for you to review and send.
Account Research System
Automatically researches every account when it enters your pipeline and generates a SPICED discovery brief.
Deal Risk Radar
Scans every open deal daily, identifies the single biggest risk, posts a concise comment with evidence and a specific next action, and keeps deal health labels current.
End of Day Wrap-Up
Sends a late-afternoon email recapping today's meetings, unanswered emails, and tasks due.
Agent permissions
Each agent gets its own permissions for what it can read (deals, contacts, activity), write (notes, stage changes, tasks), and reach (Slack, Gmail, MCP servers), and can learn from your edits and feedback.
MCP integration
Connect your favorite tools via MCP so agents work across Clarify and the tools you use everyday.
Template library
Browse all templates created by Clarify and community members to get started quickly.

Target users

Account executives, customer success managers, marketers, and SDRs who want to automate CRM admin and pipeline work. Also startups and VCs running CRM on autopilot.

How to use Clarify?

Describe what you want, and Clarify turns it into an agent. Or start with a pre-built template from the library (e.g., End of Day Wrap-Up, Inbox Reply Drafter). Each agent has a trigger (when it runs), instructions (what to do), and access to your Clarify data and connected tools. You can review or adjust any agent at any time. To get started, visit the official site and try it free or talk to sales.

Pricing and free trial

The website text mentions "Try it free" as a call-to-action, but no specific pricing tiers or free trial duration are stated. Contact sales for details.

Effect review

Clarify’s agent approach is practical and focused: you describe a task, and the agent builds itself, which saves setup time. The pre-built templates (like Deal Risk Radar and End of Day Wrap-Up) cover common CRM pain points, and the permissions system gives teams control over data access. One user, Somrat Niyogi, Partner at Recall Capital, called it “f*ing dope,” which suggests real-world satisfaction. However, the platform’s effectiveness depends on how well it integrates with your existing tools and how much you trust it to handle sensitive CRM actions. For teams drowning in CRM busywork, it’s a promising automation layer.

Clarify