Clarify Intelligence 101

Traditional CRMs are static databases that demand constant manual updates. Clarify Intelligence transforms your CRM into an active partner that automatically handles routine tasks while you focus on building relationships that matter.

How Clarify Intelligence works

Today, Clarify Intelligence consists of two main parts:

1. Meeting Intelligence
2. Deal Intelligence

Let's explore each of them and show you how they work.

Meeting Intelligence

Clarify's meeting intelligence suite transforms your conversations with instant briefings before you join and smart summaries that extract action items and update your CRM automatically. It helps you focus on your day rather than admin.

Key features:

• Meeting Briefings
• Meeting notes and summaries
• Daily briefing email

We'll explore each in more detail below

Meeting briefings

Never jump into a meeting unprepared again. Before each meeting, Clarify automatically:

• Summarizes recent communications
• Highlights key action items
• Prepares relevant context
• Suggests talking points

Meeting notes and summaries

If enabled, Clarify will join your Zoom or Google Meet calls and use the transcript to write summaries, notes and next steps. Your deal summaries will update real-time based on new information from meetings.

Daily briefing

Each morning (if enabled), Clarify will email you prep for your upcoming meetings that day so you can review it while you sip your coffee.

Deal Intelligence

Clarify's deal intelligence keeps deal information up to date while you work, so that you don't have to worry about admin and your sales manager doesn't have to bug you to keep deals up to date.

Live deal summaries

When deals are created, Clarify uses past emails, call transcripts and more to create a deal summary. Clarify will automatically keep that summary up to date with new communication or new meetings - all without you lifting a finger.

This system is always on and you alerting you to new changes. Similarly, with integrations like Zapier you can tie the outcomes of these summaries to specific workflows, like drafting emails, alerting users on Slack and more.

Automatic Deal creation

One of the most painful and yet important parts of managing a CRM is keeping deals up to date. With Automatic Deal Creation, you can stop manually creating deals. Clarify monitors your communications across email, calendar, meetings and more and intelligently:

• Identifies potential opportunities in your conversations
• Creates deals with appropriate stages
• Links relevant contacts and companies
• Captures key details from email threads
• Suggests deal values based on historical data

Automatic field updates

In addition to creating new deals for you, Clarify can also extract relevant context from calls and emails to update object data for you. Your records stay fresh without the busywork. Clarify continuously:

• Updates contact information from email signatures
• Enriches company data from trusted sources
• Tracks relationship strength and engagement
• Identifies key stakeholders and decision makers
• Flags important changes in accounts