Deal intelligence helps you spend less time updating and managing your deals. Clarify automatically tracks activity on each deal such as meetings and emails, and keeps everyone who needs to know informed about these updates.
ℹ️ All Deal intelligence features consume credits, except Ask.
Deal summaries
Deal summaries keep everyone aligned and up to date on the current state of every deal. Summaries are AI enhanced and can be edited manually, and automatically updated by Clarify as updates to that deal, for example emails and meetings, are captured.
How summaries are updated
Clarify writes and updates deal summaries automatically when:
Meetings are recorded
Emails arrive
Comments are written on deal records
If a summary isn't updating after a meeting or email, see the limitations in Intelligence Settings.
Customizing summaries
Add custom instructions for deal summaries in Settings to:
Customize the format
Adjust the tone
Include specific questions you want answered
Add other preferences for how summaries are generated
Deal suggestions
Clarify analyzes meetings, emails, and recent activity associated with companies to suggest new deals when it thinks you should track an opportunity.
Deal suggestions appear in your Notifications. Open one and accept it to convert it into a deal, or decline it to remove the suggestion.
What triggers suggestions
Clarify looks for these events before suggesting a deal:
Back-and-forth email with a company - both sent and received - within about two months
New meetings created with company contacts
New comments posted on company records
Configuring suggestions
Control deal suggestions in settings:
Enable or disable deal suggestions, summaries or field updates
Add custom instructions to guide when Clarify detects deals
Exclude company segments you're not interested in tracking
For example, tell Clarify you're not interested in deals from specific types of companies.
ℹ️ Note: Deal suggestions currently only trigger for companies that don't have any existing deals. If a company already has one or more deals, new deal suggestions won't be generated for that company. To track additional opportunities for companies with existing deals, create deals manually.
Deal field suggested updates
After meetings end, comments are added to deals, or emails are sent or received, Clarify detects whether a related deal should be updated. When it finds relevant changes, Clarify suggests updates for deal fields.
This keeps your deal information current without manual effort, ensuring important changes don't get missed.
Clarify never applies suggested updates on its own. To review them, click field suggestions at the top of the deal. The left side shows the field's current value and the right side shows the suggestion. Edit the suggested value if needed, then click the checkmark to accept it or the X to dismiss it.
Clarify doesn't suggest field updates on deals in a closed stage, such as Won or Lost.
If both sides show the same value (for example, Lost → Lost), the field changed after the suggestion was made, such as when you update the deal yourself just before the suggestion arrives. Dismiss it.