Customer Relationship Agents by Clarify

Clarify: The Autonomous CRM Driven by AI Agents

In the traditional world of sales, professionals often feel like they are working for their tools rather than the tools working for them. You used to be the M in CRM—the person responsible for the manual data entry, the tedious updates, and the constant administrative overhead. Clarify is changing that paradigm. Designed specifically for startups and VCs, Clarify is the Customer Relationship Management platform that runs on autopilot, allowing you to focus on what truly matters: closing deals.

What is Clarify?

A Clarify agent is more than just a software feature; it is an AI teammate that lives inside your CRM. These agents are designed to watch for specific events—such as a new deal entering the pipeline, an inbound email from a lead, or a finished meeting transcript—and take immediate, intelligent action.

Whether it is updating records, drafting context-aware follow-ups, or flagging potential risks in a deal, the Clarify agent handles the busywork. By automating these essential but time-consuming tasks, Clarify ensures that your CRM is always up-to-date and your sales momentum never stalls.

Key Features of Clarify Agents

Clarify offers a robust suite of features designed to transform how sales teams interact with their data. From individual productivity to high-level pipeline health, these features are built to scale with your team.

Intelligent Pipeline Management

One of the standout capabilities is the Pipeline Reviewer. This agent can be instructed to automate complex outreach and filtering logic. For example, you can tell your agent to:

1. Filter users: Identify users who are currently on a free plan.
2. Verify company size: Check if those users work at companies with over 100 employees.
3. Execute outreach: Automatically send an personalized intro email to each qualified user.

By passing off this logic to a Clarify agent, you move from manual prospecting to automated execution.

Seamless Tool Integration via MCP

Your agents work everywhere you do. By connecting your favorite tools via the Model Context Protocol (MCP), Clarify agents can automate work not just inside Clarify, but across your entire tech stack.

• Gmail: Draft and send emails directly.
• Slack: Post updates and alerts to team channels.
• Google Calendar: Monitor and recap meetings.
• MCP Servers: Connect to custom data sources and external tools.

Ready-to-Use Agent Templates

You don't need to be a developer to leverage the power of AI. Clarify provides a library of templates created by experts to help you get started immediately.

Productivity and Communication Templates

• End of Day Wrap-Up: Receive a late-afternoon email recapping today's meetings, unanswered emails, and due tasks so nothing slips through the cracks.
• Inbox Reply Drafter: This agent drafts context-aware replies to inbound emails in your specific voice, ready for your final review.
• Post-Meeting Follow-Up: After a call, the agent drafts a follow-up email grounded in the meeting transcript and agreed-upon next steps.

Strategic Sales and Insights Templates

• Post-meeting CRM Update: Automatically update deal stages, next steps, and related fields on linked records as soon as a transcript is ready.
• Account Research System: Created by Elric Legoire at Outbound Kitchen, this system researches every account as it enters the pipeline and generates a SPICED discovery brief.
• Deal Risk Radar: Created by Willy Hernandez at The GTM Factory, this agent scans open deals daily to identify risks and suggest specific next actions to maintain deal health.

Use Cases: How Clarify Supports Your Entire Team

Clarify is built to empower every role within a Go-To-Market (GTM) organization.

Account Executives (AEs)

Account Executives use Clarify to eliminate the administrative burden of CRM maintenance. Instead of spending hours updating deal stages or drafting follow-ups, AEs can rely on agents to handle the paperwork while they focus on high-value conversations.

Sales Development Representatives (SDRs)

SDRs can leverage the Account Research System to walk into every discovery call prepared with a comprehensive brief, ensuring higher conversion rates from prospect to qualified lead.

Customer Success Managers (CSMs)

CSMs use Clarify to monitor account health and ensure that no communication from a client goes unanswered. The Inbox Reply Drafter helps maintain a high touch-point frequency with minimal effort.

Marketers

Marketers can use Clarify to bridge the gap between lead generation and sales. By automating the initial outreach to free users at target-size companies, marketers ensure that the pipeline is constantly being nurtured.

"This Agent thing is f***ing dope" — Somrat Niyogi, Partner at Recall Capital

How to Use Clarify

Getting started with Clarify is simple and requires no coding knowledge. There are two primary ways to deploy your AI teammates:

1. Describe What You Want: You can simply describe the task you want to automate in plain English. Clarify’s AI will interpret your instructions and build a custom agent for you.
2. Use a Template: Browse the template library and install a pre-configured agent in one click. You can then customize its triggers and instructions to fit your specific workflow.

Once an agent is created, you can monitor its "Thinking" process to see how it filters data and makes decisions, ensuring you are always in the loop.

Security, Permissions, and Control

Security is a core pillar of the Clarify platform. Each agent operates like a human teammate with its own set of granular permissions. You decide exactly what an agent can:

• Read: Such as deals, contacts, and activity history.
• Write: Including notes, stage changes, and task creation.
• Reach: Specific integrations like Slack, Gmail, or MCP servers.
• Learn: Agents improve based on your manual edits and direct feedback.

Every action taken by a Clarify agent is logged, providing a full audit trail so you can see exactly what happened and why.

Frequently Asked Questions (FAQ)

What is a Clarify agent?

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.

How do Clarify agents work?

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 its actions for your review.

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

Which tools do Clarify agents connect to?

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.

Is my data secure when agents act on it?

Yes. Agents operate within your Clarify workspace under your existing permissions. Every action they take is logged so you can see exactly what happened. You maintain full control over which agents are active and what they are allowed to access.