AI CRM

Clarify is a Full-Stack CRM built AI-native.Across the category, AI CRMs use generative AI and predictive analytics to score leads, predict churn and read sentiment. Many CRM platforms only bolt these AI-powered features onto an old system, like a chatbot or a writing tool, and the AI chatbots rarely touch your data. You still run the system.

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Startups and VCs running CRM on autopilot

What is an AI CRM?

Clarify is a Full-Stack AI CRM, so AI runs through the whole system. One product replaces the assembled sales stack. Connect your email and calendar, and Clarify routes every call, message and meeting to the right opportunity. Rep, Clarify’s built-in AI sales assistant, keeps your sales pipeline current with no data entry, writes email drafts, closes tasks and answers questions about your accounts. Clarify handles the work of running the system, so your salespeople spend their time selling.

How Clarify’s AI CRM works

Connect your inbox and calendar

Sign in and connect your email and calendar. Clarify starts building your contacts, companies and conversation history right away. No spreadsheets or manual imports are needed to get started.

Clarify builds your sales pipeline automatically

Clarify identifies new deals, logs each call and meeting, and moves each one through your pipeline stages. Every record updates itself. You see where things stand within days.

Rep handles the follow-up and reports

Ask Rep to update records, answer questions about any account and build dashboards from your live data.

Approve and save what works

You approve anything before it goes out. When a workflow works, save it as a skill and run it again with a slash command. AI agents can then run that workflow automation on a schedule or when something triggers it.

Why teams choose Clarify as their AI CRM

An AI CRM that fills itself in

Pulls context from email and calendar, attaches it to the right contacts and accounts, and turns calls into notes. Your CRM data stays accurate, so forecasts reflect your pipeline.

Know the next step without asking

Summarizes each call, identifies next steps and drafts the reply. Closes tasks when you email, prioritizes your day and flags quiet deals, so execution doesn’t depend on memory.

Ask your sales assistant anything in plain English

Rep, the AI built into your CRM, understands plain English and does the work: pulls up accounts, updates records, analyzes your pipeline and builds dashboards. No menus to learn.

Find and qualify the right leads

Surfaces prospects that match your ICP, with enrichment and scoring built in. Rep writes personalized campaigns and enrolls leads, and the same CRM tracks them through to a closed deal.

Shape your CRM around your business

Lets you define your own stages, fields and objects. Rep keeps records current, builds custom objects and connects integrations, and AI agents run saved workflows. No developer or agency needed.

Use your CRM where you already work

Connects to Claude, ChatGPT or Slack through the MCP server or API, so Rep answers questions from anywhere. Integrates with your existing stack and can replace several point tools.

Works with the tools your team already uses

Native integrations and MCP for the tools worth keeping. And when you’d rather not open Clarify, talk to it from Claude, ChatGPT, Cursor, or Slack.

Active Deals
People in your CRM
Sales activity
Your pipeline
Customer history
Campaigns
Stripe
HubSpot
Slack
Lemlist
Google
Salesforce
Notion
Sanity
Linear
Outreach
Apollo
Customer.io
Granola

Talk to it from

See all integrations
Ben Ferguson

“Rep has become the “AI of our company.” It’s at the point where it knows more about us than I do after 16 years!”

Ben FergusonCTO
Defensive Networks
Read more customer stories

AI CRM FAQs

A standard CRM waits for users to update it. Someone has to log calls, add notes, update deal stages, and keep contact info current. Clarify’s Rep, for example, captures email, calendar, and meeting activity automatically, updates records as deals progress, and drafts follow-ups from conversation context. Humans can focus on strategy, while the CRM owns record-keeping.

AI improves CRMs in two ways. First, it runs in the background, capturing activity across email, calendar, and meetings, auto-updating records, and nudging you on missed follow-ups. Second, AI CRMs include AI agents you can prompt in natural language to answer questions. In Clarify, that agent is called Rep. Ask Rep, “Which deals in demo stage haven’t had activity in 7 days?” and it will return a list. Rep can also draft outbound messaging or trigger workflows.

An AI CRM runs on the same data a regular CRM uses, like meeting notes, deal records, and contact information. Accurate, up-to-date records let the AI deliver reliable reports and tailored follow-up drafts. Clarify’s AI automatically syncs email, calendar, and meetings and maintains records, so your team is always working from the most current picture.

A team is ready for an AI CRM when manual data entry becomes a bottleneck or when pipeline reports stop matching reality. Specific signals include: reps spending more than 2-3 hours a week on CRM hygiene, deals going stale because follow-ups get missed, and pipeline reports that take days to pull require support from RevOps. Teams that wish to experience an AI CRM in action can try Clarify for free.

Implementation complexity and time depend on the product. Adding AI to a legacy CRM doesn’t speed up setup. The underlying platform still needs its usual configuration, and most legacy CRMs have lengthy implementations led by external support teams. AI-native CRMs are typically faster to implement and adopt. AI handles configuration tasks like field setup, data-entry rules, and workflow automation. Users can learn the tool quickly because they interact with it in plain language, instead of learning manual logging routines. Clarify’s self-serve setup takes a few days for most teams moving from a lightweight CRM or spreadsheets. Migrating from Salesforce or HubSpot takes longer because of data cleanup and integration work.

Explore more of Clarify

Rep, the AI sales agent

See everything Rep can build and run for your team.

Agents

Put recurring work on autopilot with agents that run in your CRM.

Signals

Surface buying and intent signals across your pipeline.

AI prospecting

Find, enrich, and reach leads that match your ICP.

LinkedIn

Sync LinkedIn conversations next to email, and let your agents act on LinkedIn safely.

CRM for startups

A CRM that sets up fast and keeps up as your startup grows.

Resources for teams choosing an AI CRM

The best AI CRM for founders and startups

How the AI CRM options compare, and how to choose.

Artifacts: Rep can build anything you need to win the deal

Create live deal assets straight from your CRM data.

Clarify in email and iMessage: early access

Use Clarify without leaving your inbox or your texts.

Agents: Automate any CRM workflow with a prompt

Put recurring CRM work on autopilot with agents that run for you.

Lead Finder: Prospect with a prompt

Find and import leads that match your ICP.

The Clarify Manifesto: A new generation of CRM

Why we’re building a CRM that does the work for you.

Get an AI CRM that does the work.

Connect your email and calendar, and Rep starts keeping your CRM up to date.

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