Your AI-powered CRM journey begins here
Welcome to Clarify! These reference docs introduce you to a new generation of CRM - one that actively works with you to help you save time, build stronger customer relationships, and drive revenue growth.
What is Clarify?
Clarify is an autonomous CRM with AI-native capabilities that automates pipeline creation, meeting admin, and CRM updates—so you can stop clicking and start closing more deals.
Clarify serves as an extension of yourself for modern revenue teams. Unlike traditional CRMs that demand constant manual updates, Clarify intelligently unifies your customer data and automates routine tasks, letting you focus on what matters most: building authentic relationships.
Our platform adapts to how you work, whether you're leading a high-growth SaaS company, scaling a marketplace, or managing enterprise sales relationships. We built Clarify with a fresh perspective on what CRM should be - not just a database, but an intelligent partner that understands context and proactively supports your team's success.
What you'll learn
These documents will help you master:
The basics of Clarify and CRMs
How Clarify's AI capabilities enhance your workflow
Navigating your new workspace
Understanding our flexible data model and many features
Configuring Clarify for your specific business needs
Once you're familiar with these fundamentals, you'll be ready to explore Clarify's advanced features and experience the full power of a next-generation, AI-driven relationship management platform.