Docs

Introduction

Introducing Clarify: your AI-powered CRM that eliminates manual work so you can focus on what truly matters: building meaningful customer relationships and driving growth.

Getting started with Clarify: your AI-powered CRM journey begins here.

Hi there 👋 and welcome to Clarify! These reference docs introduce you to a new generation of CRM—one that actively works with you to help you save time, build stronger customer relationships and drive revenue growth.

What is Clarify?

Clarify is an AI-native CRM that serves as an extension of yourself for modern revenue teams. Unlike traditional CRMs that demand constant manual updates, Clarify intelligently unifies your customer data and automates routine tasks, letting you focus on what matters most: building authentic relationships.

Our platform adapts to how you work, whether you're leading a high-growth SaaS company, scaling a marketplace, or managing enterprise sales relationships. We built Clarify with a fresh perspective on what CRM should be - not just a database, but an intelligent partner that understands context and proactively supports your team's success.

What you’ll learn

This guide will help you master:

  • The basics of Clarify and CRMs
  • How Clarify's AI capabilities enhance your workflow
  • Navigating your new workspace
  • Understanding our flexible data model and many features
  • Configuring Clarify for your specific business needs

Once you’re familiar with these fundamentals, you'll be ready to explore Clarify's advanced features and experience the full power of a next generation, AI-driven relationship management platform.