AI Sales Assistant
Meet Rep, Clarify’s native AI sales assistant. Unlike AI sales assistant software that just sits on top of your CRM, Clarify’s AI powered sales assistant listens to your calls, emails, and meetings, then syncs the details automatically without requiring manual data entry. It surfaces which deals are moving, which ones are going cold, and what to do next, so reps spend less time managing the CRM and more time selling.
Startups and VCs running CRM on autopilot
Meet Rep, Clarify’s native AI sales assistant.
The AI Sales Assistant That Works Where You Do
Rep lives in the Clarify sidebar and takes requests in plain English. Ask it to pull up a deal, update a record, draft an email, build a live pipeline dashboard, or launch an outbound campaign, and it does the work. Rep goes where you work: Slack, Claude, ChatGPT. It can answer or build anything from anywhere, with full context of your CRM.
Transcribe, Summarize, and Log Every Sales Call Automatically
Clarify joins your calls, writes the summary, updates the deal, and lists what happens next. You can ask Rep about anything that was said.
Automatic Deal Detection and Pipeline Updates, With No Manual Data Entry
Clarify stays synced with your email and calendar. It spots new opportunities, moves deals through stages, and surfaces insights from calls, meetings and emails.
A CRM That Configures Itself
Name a field and the AI does the rest. It picks the field type, writes the instructions, and autofills the data.
Track Anything With Custom Objects and a Flexible CRM Data Model
Start tracking something new and Rep builds the custom objects for you, then connects your integrations. Think support tickets, subscriptions, invoices, renewals, product feedback, implementations, partners, events and more.
Prospecting and Lead Qualification Built Into Your CRM
Lead Finder surfaces leads that match your ICP, already enriched and scored. Rep then drafts the campaign and enrolls them, and the same system tracks them through to a closed deal.
How Clarify’s Rep Works As A Native AI Sales Assistant
Ask Your AI Sales Assistant in Plain English
Type what you need, from “which deals are going cold?” to “draft a follow-up.”
Rep Automates Data Entry, Follow-Ups, and Reports
Rep researches, updates records, drafts emails, and builds reports end to end.
Review and Approve Before Anything Goes Out
Check the work and approve it when you’re ready. Nothing is sent without you.
Save Your Workflow as a Reusable Skill
Turn a task you repeat into a skill and run it again with a simple slash.
“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!”
7 Things Clarify’s Native AI Sales Assistant Can Do
Ask questions about anything in your CRM
Ask Rep anything about your CRM, from a stalled deal or a contact’s history to last week’s campaign results or the agent you set up yesterday, and get a straight answer in seconds.
Summarize and analyze
Ask about what happened or was said in meetings, deal status, or surface key insights without digging through notes.
Draft follow-ups and updates
Rep writes personalized emails based on your past meetings, emails exchanged, and data in Clarify. It can hand you an editable draft to send yourself, or send the email directly.
Create and update records and custom objects
Rep can create and update records, including changing a field across many records at once. It can also create lists, add comments, and create or update campaigns. Clarify becomes the one place your team trusts for the full picture.
Work with files
Attach images, PDFs, spreadsheets, and text files to your messages so Rep can analyze, summarize, or reference them. Rep can also read attachments already stored on your records, including files you’ve uploaded and attachments ingested from emails, when you ask about that record.
Run calculations and data tasks
For data-heavy requests, Rep can write and run code behind the scenes to compute a result. For example: do spreadsheet math, analyze or transform a CSV, import a spreadsheet of deals with revenue and term calculations, enrich a list of companies, or backfill deal stages and labels.
Navigate the product and build inside it
Tell Rep where you want to go, like Lead Finder, and it takes you there. Tell it what you want to build, like an agent, and it gets to work.
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 CRMSales activity
Your pipeline
Customer history
Campaigns
AI Sales Assistant FAQ
Explore more of Clarify
Rep, the AI sales agent
See everything Rep can build and run for your team.
AI prospecting
Find, enrich, and reach leads that match your ICP.
Agents
Put recurring work on autopilot with agents that run in your CRM.
Signals
Surface buying and intent signals across your pipeline.
Sync LinkedIn conversations next to email, and let your agents act on LinkedIn safely.
Agent templates
Start from ready-made agents for common sales workflows. Agents that handle the busywork.
Resources for sales teams
Founder-Led Sales Guide
A practical guide to running sales as a founder, chapter by chapter.
Discovery call questions that move B2B deals forward
Questions to ask on your next discovery call.
Sales follow-up emails: how to write them
How to write them, when to send, and what to include.
Customer stories
See how revenue teams use Clarify to sell smarter.
Sales glossary
Plain-English definitions of sales and CRM terms.
Pricing
Free to start with unlimited seats. Pay for the work, not the headcount.
Put an AI sales assistant to work on your pipeline.
Connect your email and calendar, and Rep starts keeping your CRM up to date.