Clarify

Product Introduction

1. Clarify is an autonomous CRM platform designed to automate sales pipeline management, meeting administration, and CRM updates for founders and early-stage sales teams. It leverages AI to reduce manual tasks, enabling users to focus on closing deals rather than administrative work. The system integrates with email, calendars, and productivity tools to autonomously track and enrich customer interactions.
2. The core value of Clarify lies in its ability to eliminate CRM busywork while accelerating revenue generation. By automating data entry, prospect enrichment, and follow-up workflows, it ensures sellers spend more time building relationships and less time managing tools. Its AI-driven insights also help identify risks and opportunities in real time.

Main Features

1. Clarify autonomously builds and updates sales pipelines by tracking emails, meetings, and customer interactions across integrated tools. It enriches prospect profiles with automated data aggregation, filling in missing details like company information or contact history without manual input. The system also triggers smart follow-up sequences to convert leads into meetings.
2. The platform provides AI-powered meeting tools that auto-generate prep summaries, capture notes, and create post-call action items. It surfaces context such as past conversations, product usage data, and deal risks to help sellers prepare effectively. After meetings, it automatically updates CRM records and assigns follow-up tasks.
3. Clarify unifies go-to-market (GTM) data from product analytics, emails, calls, and third-party tools into actionable dashboards. Users can build no-code automations to sync data, trigger workflows, or update records across systems. Revenue intelligence features highlight pipeline health, deal bottlenecks, and growth opportunities.

Problems Solved

1. Clarify addresses the inefficiency of manual CRM updates and fragmented sales tools, which drain time from high-value selling activities. Traditional CRMs require constant data entry and fail to integrate actionable insights from customer interactions.
2. The product targets founders, early-stage sales teams, and revenue operations leaders who need to scale GTM efforts without administrative overhead. It is particularly suited for startups and fast-growing companies prioritizing speed and automation.
3. Typical use cases include automating lead capture from inbound inquiries, reducing time spent on post-meeting admin, and consolidating tools like HubSpot, LinkedIn, and Calendly into a single revenue workflow system.

Unique Advantages

1. Unlike traditional CRMs that rely on manual input, Clarify operates autonomously by ingesting data from emails, calendars, and product usage. This reduces reliance on multiple tools and ensures real-time accuracy in pipeline tracking.
2. Innovative features include AI-generated meeting briefs, automatic prospect enrichment, and no-code workflow builders that connect to tools like Stripe and Zendesk. The macOS app provides desktop-native access to CRM functions.
3. Competitive advantages include seamless integration with modern sales stacks, AI-driven revenue intelligence, and a user experience optimized for founders. Testimonials highlight 5–10 hours saved weekly and faster pipeline growth compared to legacy systems.

Frequently Asked Questions (FAQ)

1. How does Clarify automate CRM updates? Clarify syncs with email providers, calendars, and tools like Zoom to track customer interactions automatically. It logs meeting notes, updates deal stages, and enriches records using AI, eliminating manual data entry.
2. Can Clarify integrate with our existing tech stack? Yes, Clarify connects with 20+ tools, including LinkedIn, Stripe, Amplitude, and Microsoft 365. Custom webhooks and no-code workflows enable further integrations without developer support.
3. Is Clarify suitable for early-stage startups with small teams? Absolutely—Clarify is built for founders and first sellers who need to scale efficiently. Users like Ben Warren (Snowpilot) highlight its zero-setup autonomy and ability to unify GTM workflows without dedicated ops teams.