Clarify turns a CRM into something an agent can operate through plain conversation rather than a series of forms and dropdown menus scattered across several separate screens. Records for deals, companies, people, and meetings can be queried, created, and updated directly, so an agent can pull up a deal's status, add a new contact, or log a meeting note without a person switching into the CRM interface at all during their workday. Beyond record management, the integration generates sales pipeline insights on request, spins up tasks and lists automatically based on what's actually happening in the pipeline, and lets comments be added to any record from inside the conversation itself. For a sales team, this means the CRM stays current in the background as real work happens: logging what happened on a call, flagging a deal that's gone quiet, or building a follow-up list, all without anyone opening a separate tab or re-entering information that already exists somewhere else in the system. A rep coming off back-to-back calls can rely on the agent to keep every touched record consistent, rather than catching up on data entry at the end of the day when details have already started to blur together.
| Query records | Finds deals, companies, people, or meetings matching a natural-language description. |
| Create record | Adds a new deal, company, person, or meeting to the CRM. |
| Update record | Changes fields on an existing record based on new information provided. |
| Generate pipeline insight | Summarizes deal stages, movement, or risk across the sales pipeline. |
| Create task or list | Builds a task or a list automatically from current CRM activity. |
| Add comment | Attaches a note or comment to any existing record for others to see. |
| Search across record types | Finds related deals, companies, people, and meetings in one combined lookup. |
After a sales call, a rep tells their agent what was discussed instead of opening the CRM to type it in themselves between meetings. The agent updates the relevant deal record with the new stage and any changed terms, adds a comment summarizing the conversation and agreed next steps, and creates a follow-up task with a specific due date attached to the right owner. When the rep's manager checks the deal an hour later, the record already reflects exactly what was discussed on the call. By the time the rep moves on to their next meeting, the CRM already shows what just happened, with no manual data entry needed later in the day once the details start to fade.
Ahead of a weekly pipeline review, a sales manager asks their agent to check which deals haven't had any recorded activity in the past two weeks across the whole team. The agent queries the CRM, generates a pipeline insight highlighting the stalled deals by stage and total value, and creates a list of them with a comment on each explaining the last known status and who currently owns the account. Two of the flagged deals turn out to be waiting on a signature that nobody had followed up on. The manager walks into the review meeting with the risk list already built instead of assembling it manually beforehand from scattered notes.
Yes, it can create deals, companies, people, and meetings directly, along with updating any existing record once it already exists in the system. Both creation and lookup happen through the same natural-language interface.
The integration is built to query and update records through natural language, covering the core fields on deals, companies, people, and meetings that a sales team typically works with day to day.
It can generate pipeline insights on request, drawing on current deal and record data to summarize movement, stalls, and risk across the pipeline at whatever level of detail is asked for.
Comments added through the integration attach directly to the relevant record, the same as a manually entered comment would, and remain visible to anyone else viewing that record afterward.
It lets records be queried, created, updated, and commented on from a conversation, though the CRM interface itself still exists for anything that falls outside that natural-language flow.
Yes, tasks and lists can be created automatically based on current CRM activity, rather than requiring someone to assemble them by hand after separately reviewing the underlying data.
Yes, a single natural-language query can pull related deals, companies, people, and meetings together, rather than requiring a separate lookup for each record type.