Clarify
The autonomous CRM that helps you sell more
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Customer Relationship Agents by Clarify - The M in CRM shouldn't be you

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Agents that handle the CRM work you've been doing manually — pipeline digests, lead enrichment, data hygiene, call coaching, and much more. They run on a schedule or a signal, work across your stack, and fire without you touching them. Set them to run fully autonomously or require your approval before acting. Describe what you want to automate or start from a template. Clarify builds it from there.

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Maker

A bit biased because I watched the team build this, but can't emphasize enough how cool these agents are. I used to cry myself to sleep trying to build automations in zapier or workflow builders, and now I can wire those up with a sentence and a couple of minutes. Nice that I don't have to go outside of the crm to do it, too.

This feels very useful. CRM admin is one of those things that takes way more energy than it should.
What’s the first agent most teams usually set up?

Maker

 It varies! But a lot of teams start with a data hygiene / enrichment agent (fast ROI, low risk). Next is usually an inbound routing + follow-up agent so leads don’t slip. You can also use one of our templates to test it out:

The CRM maintenance tax is something I hear about constantly from smaller B2B operations, where the person closest to the deal is also the one manually updating fields at 10pm on Friday. The idea of agents that run on a schedule or a signal rather than waiting for someone to remember to log something feels like the right direction.

I'm curious how the agents handle situations where the underlying data is patchy or incomplete. Like if a contact hasn't had any activity in 60 days and there's no clear next step on record, does the agent surface that gap and flag it, or does it mostly work with what's already there?

Maker

 depends on how you set up the agent but by default yes it can surface the gap. Most of our agents are set up to ping us after 2 weeks of inactivity and to draft the next best action on the deal.

Congrats on this launch - seems like such a no-brainer to take the M out of CRM and ask AI to do the job!

What was the hardest part of building the agents?

This resonates very well. In most CRMs I’ve used , the system quickly turns into another thing I have to maintain instead of something that actually helps carry the relationship. Would you say that the agents here are most useful in updating CRM records after calls or emails, suggesting next steps, or give you the context before speaking to someone?

Congrats on the launch!!! Do you guys make your agents primarily for support or sales?

Maker

 Primarily sales use cases at this point!

We've been looking for something like this at Yoodli for ages. So excited to finally see actual CRM agents be a reality!

The best CRM I've used as a sales rep who's been in the game for for over 11 years...

It's so easy to get context on what happened in my meetings to connecting it to my instance of Claude Code to spin up SOWs and agreements and contracts to spinning up agents to manage my pipeline.

It is an incredible CRM made in the AI era.

Congrats to Patrick and the team

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