Customer Relationship

Agents that run your CRM (and beyond) for you.

Try it free

Startups and VCs running CRM on autopilot

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You used to be the M in CRM. Not anymore.

Tell your Agent what to automate – it handles the CRM work. You close the deals.

Pipeline Reviewer
Send an intro email to free users at companies with 100+ employees.

Thinking

Filters users where paid is false
Checks they work at companies with 100+ employees
Sends intro email to each free user

You can pass off more work than you think.

Start with CRM admin. Keep going from there.

Connect your favorite tools via MCP

Your agents work everywhere you do.

Automate work inside of Clarify, but also across the tools you use everyday.

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Get started with your team

Describe what you want. Clarify turns it into an agent.

Or start with what works. Pick one and go.

Google Workspace

End of Day Wrap-Up

A late-afternoon email recapping today's meetings, unanswered emails, and tasks due so nothing slips.

Created byClarifyClarify
Google Workspace

Inbox Reply Drafter

Drafts a context-aware reply to inbound email in your voice, ready for you to review and send.

Created byClarifyClarify
Google Workspace

Post-Meeting Follow-Up

After a meeting, drafts a follow-up email grounded in the transcript and agreed next steps for you to review.

Created byClarifyClarify
Google Workspace

Post-meeting CRM Update

After a meeting transcript is ready, update deal stage, next steps, and related fields on the linked records.

Created byClarifyClarify

Account Research System

Automatically researches every account when it enters your pipeline and generates a SPICED discovery brief — so you walk into every call prepared.

Created byElric LegoireatOutbound KitchenOutbound Kitchen

Deal Risk Radar

Scans every open deal daily, identifies the single biggest risk most likely to kill it, and posts a concise comment with evidence and a specific next action. Keeps deal health labels current so pipeline health is always visible at a glance.

Created byWilly HernandezatThe GTM FactoryThe GTM Factory
Browse all templates

Each agent gets its own permissions. Just like a teammate.

You decide what it can read, write, and touch. 
Rep suggests the defaults.

Can read
Deals, contacts, activity
Can write
Notes, stage changes, tasks
Can reach
Slack, Gmail, MCP servers
Can learn
From your edits and feedback
The CRM that works when you don't.
Somrat Niyogi picture
“This Agent thing is f***ing dope”

Somrat Niyogi

Partner at Recall Capital

Frequently asked questions

A Clarify agent is an AI teammate that works inside your CRM. It watches for events — a new deal, an inbound email, a finished meeting — and takes action automatically, like updating records, drafting follow-ups, or flagging risks, so your team spends less time on busywork.

Each agent has a trigger (when it runs), instructions (what to do), and access to your Clarify data and connected tools. When its trigger fires, the agent reads the relevant context, completes its task, and records what it did. You stay in control and can review or adjust any agent at any time.

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. Everything is configured from your workspace — no engineering required.

Agents work with your Clarify CRM out of the box and can connect to tools like Gmail, Google Calendar, and Slack, plus anything available over MCP. Each template lists the integrations it uses.

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

Clarify runs. You close.

You just found your rev ops team.

Start for free

Let‘s close

Start for free