Clarify automatically creates companies from calendar meetings and emails, and you can create them manually when needed.
How companies are created
Automatic creation
Clarify automatically creates company records from:
Calendar meetings with external contacts
Email communications
Connected account integrations (based on email domains)
Manual creation
You can create companies manually in several ways:
Click the "Add Company" button on company list pages
Use the plus button in the top-left navigation
Press Cmd+K and select "Add Company"
Navigate to the creation menu in the top-left
Company information
Each company record includes:
Basic details - Name, location, description, and category
Interaction dates - First and most recent contact with any Clarify user
Custom fields - Add fields specific to your business needs
For example, we use custom fields to store Clarify account information like account ID and subscription status.
Automatic enrichment - Clarify fills out various fields automatically when companies are created
The company page has tabs for seeing all Emails with the company, all Meetings, any Notes, as well as the activity feed of comments and updates.
Working with company records
Creating lists and managing duplicates
You can create custom company lists using fields, filters, and labels. Star lists you use frequently to keep them in your favorites section.
Clarify includes a pre-built "Duplicate companies" list to help maintain data hygiene. This list shows when company records have been created multiple times. You can merge or delete duplicate records directly from this list.
AI search
Use AI search to find companies based on:
Location or company size
Specific labels or custom fields
Other company characteristics
Navigating a company record
Each company record has several tab that contains helpful information about your interactions with this company.
Overview tab
Activity feed showing recent engagements
Company details from emails, enrichment data, and custom fields
Associated deals and people
Lists where the company appears
Emails tab
All emails with anyone at the company
Meetings tab
All meetings involving company contacts
Notes tab
Meeting notes and other documentation
Comments
@mention team members to collaborate on company records
