Clarify

Clarify connects to your email, calendar, and meetings — then builds and maintains your CRM automatically. Here's how it works, how it's different, and what to expect in your first…

What is Clarify?

How to sign up, log in, switch workspaces, manage your account settings, and troubleshoot access issues in Clarify.

Logging in and account basics

Connect your accounts, configure your workspace, and see your first insights — a step-by-step guide for your first week with Clarify.

Getting Started: Your First Week

Import your existing companies, contacts, and deals into Clarify to start working with your data.

Getting started: Import your data

How Clarify fits into your working day — morning briefing, meeting prep, post-meeting follow-up, and weekly pipeline review.

Your daily workflow in Clarify

How Clarify organizes contacts, companies, deals, and meetings — and how records are created, updated, and linked automatically.

Understanding your data in Clarify

Your daily starting point in Clarify — upcoming meetings with prep notes, your most important deals, and tasks that need action today.

Your Home Page

Michael Simmons

Understand the fundamentals and how to navigate your workspace

Welcome to Clarify

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