Clarify in email and iMessage: early access

Patrick Thompson
Patrick ThompsonCo-Founder
CC rep@clarify.ai on an email for scheduling help

Sales happens in conversations. Your CRM usually sits somewhere else. A quick customer question turns into opening the CRM. “Let’s find time” turns into another scheduling chore.

Now Clarify joins the conversation. Text Clarify in iMessage to ask about a customer, company, deal, or your pipeline. CC rep@clarify.ai on an email when it’s time to schedule. Clarify brings your customer context into the conversation, so you can get an answer or take the next step without a detour through your CRM.

Both are available today in early access.

CC your CRM for scheduling help

CC rep@clarify.ai on an email thread

When a customer says “let’s find time,” CC rep@clarify.ai on the thread. Clarify helps get the next meeting on the calendar with less back-and-forth between email and your calendar.

From “when works for you?” to “it’s on the calendar.”

Text your CRM to catch up before a call

Ask Clarify in iMessage what happened on your last call

Walking into a customer call? Text Clarify in iMessage: “What happened on our last call with Acme?” It answers with context from your CRM, and you can keep asking follow-ups without rebuilding context.

Ask about a customer, a company, a deal, or your pipeline. Get the answer without opening Clarify.

Send an update from your phone

Send Clarify a text, voice memo, photo, or attachment to update a record

Have an update to share while you’re out? Message Clarify with a text, voice memo, photo, or attachment and tell it what to update. The CRM gets the update without you going to the CRM.

Request early access

Clarify in email and iMessage is available in early access for enabled workspaces. Current users can request access at support@clarify.ai. New to Clarify? Sign up at clarify.ai, then request access at the same address.

Text your CRM. CC it on the email. Keep the conversation moving.

Request access by emailing support@clarify.ai

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