Clarify

Track all your interactions with a person

People

Add, configure, hide, reorder, and delete custom fields on People, Companies, and Deals.

Managing fields

Require fields based on conditions, so your team always captures the right data at the right time.

Conditional Required Fields

Create and manage company records in Clarify.

Companies

Deals track sales opportunities and connect them to the people and companies involved.

Deals

Track action items from meetings and manage your sales workflow. The Tasks page uses the same list view as Deals and People - with customizable columns and saved views.

Tasks

Save filtered views of your People, Companies, and Deals that update automatically as records change.

Lists

Automatically enrich person and company records to add comprehensive contact and business information from external data sources using email addresses, LinkedIn handles, or domain names.

Enrichment

Merge duplicate person and company records to consolidate information into a single, accurate record while preserving interaction history and linked data.

Merging records in Clarify

Meetings

Link records across objects in Clarify with custom relationship fields

Custom Relationship Fields

Create custom record types - projects, contracts, locations, or anything your team tracks - with their own fields, relationships, and views.

Custom Objects

Patrick Thompson

Michael Simmons

Clarify Engineer

Everything from people to companies to deals and more

Managing your data

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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