5-minute read

Clarify is a CRM that fills itself in from your email, calendar, and meetings, with an AI assistant called Rep built in. Connect your accounts, and Clarify creates contact records, tracks deal activity, and summarizes your recorded meetings - without manual data entry. Then ask Rep to do the work: prep you for a call, draft a follow-up, build a list, or add a deal.

If you've used a traditional CRM before, the core difference is this: most CRMs record what you tell them. Clarify figures it out from your emails and meetings and keeps itself up to date.

Clarify captures data from three sources:

Rep works on top of all of it. Rep reads your records, meetings, email, and calendar, and acts on them: it creates records and lists, drafts email, builds dashboards, and sets up agents. More in Meet Rep below.

Connect your accounts once, and choose how Clarify records your meetings - auto-recording stays off until you pick a setting, and Rep asks about it during your onboarding chat. Clarify does the rest automatically.

What waits for you, and what doesn't. Suggested deals and suggested deal field updates wait for you to accept or dismiss them. Tasks from meetings and deal summaries are created automatically. AI fields write their value straight to the record when someone runs autofill on them.

Two meeting features do send content outside your workspace, and on a new workspace they start switched on: briefings published into your calendar invites, and meeting summaries emailed to external attendees. Both are controlled under Settings → Workspace → Intelligence. See Meeting intelligence for details.

Rep is Clarify's AI assistant. It reads the records, meetings, email, and calendar you have access to, and it acts on them - creating and updating records, building lists and dashboards, drafting email, and setting up agents. Try one of these as your first prompt:

Where to find Rep:

Your past chats are under Chats in the left sidebar.

Days 1–2: After connecting your accounts, Clarify runs an initial sync in the background. Contacts and companies appear from your meetings and the emails your team sends, suggested deals start appearing for you to review, and contacts are linked to the right companies. During your onboarding chat, Rep asks how you want meetings recorded.

Days 2–4: Your first recorded meeting generates a summary and tasks. Clarify starts suggesting updates to the deals your meetings relate to.

Days 4–7: With a few meetings recorded and more email history processed, your Home page reflects your actual workday, and Rep has enough context to answer nuanced questions about your pipeline.

Does Clarify read the content of my emails?
Clarify downloads your email content to build contact records, track communication history, and power features like deal detection and AI suggestions. Your email content is only visible to you by default - teammates cannot see your emails unless a workspace admin enables broader visibility.

Will my team see my meetings and emails?
Recorded meetings are not visible to teammates by default - only participants can see them. A workspace admin can enable broader meeting visibility if your team wants shared access. Emails are also restricted to participants only unless a workspace admin enables broader access. Recording preferences and visibility settings are in Settings.

I connected my accounts - why don't I see any data yet?
The initial sync runs in the background, and how long it takes depends on how far back your email history goes. While it runs, a progress card such as "Syncing Gmail" or "Syncing Outlook Calendar" appears at the bottom of the left sidebar, just above your avatar. In Connectors, under Personal, your Google or Microsoft tile should show Connected. If the tile shows Reconnect, disconnect and reconnect.

Does Clarify replace my existing CRM?
Yes. Clarify is a full CRM - contacts, companies, deals, pipeline, reporting - and is designed to be your system of record. To keep another CRM running in parallel during a migration, connect it via Zapier - but Clarify is your CRM replacement.

Can I use prospecting tools like Clay, Apollo, or Sales Navigator alongside Clarify?
Yes. For Sales Navigator, the Chrome extension lets you view and add people to Clarify directly from SN profiles and search results. Apollo is in the connector catalog - connect it from the Connectors page and Rep can search, enrich, and sequence prospects with it. For Clay, bring data in via CSV import or Zapier. Apollo and Clay both work well as complementary prospecting tools. To connect AI assistants like Claude or ChatGPT to your Clarify data, see Clarify MCP. To let Rep access tools like Outreach, Lemlist, Linear, and Notion, see Rep Connectors.

What are credits?
Credits are used for AI features, including meeting summaries, meeting prep briefs, suggested deals, suggested deal updates, tasks created from meetings, AI Fields autofill (3–30 credits per record), and Lead Finder imports. Background enrichment - auto-populating company and contact data - is free. Workspace admins see the balance at Settings → Workspace → Billing.

What is Lead Finder?
Lead Finder lets you search Clarify's built-in prospect database and import contacts directly into your CRM - no third-party tool needed. Search by role, company size, industry, or location, then import matches as Clarify records. Each new contact you import uses credits. Available on all plans.

Can my whole team use it?
Yes. Each person connects their own email and calendar. Clarify gives your team shared visibility into deals and relationships. A workspace admin invites teammates from Settings → Workspace → Members.

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