Deal intelligence, meeting recordings, and a flexible CRM
It's been a productive month here at Clarify. We shipped lots of big rocks that will transform the way you think about the CRM alongside simple tweaks that will help what you already love work better. As always, feedback is welcome!
🤖 Clarify Deal Intelligence: We often hear, "I wish my CRM just updated for me." AI deal intelligence combines summarization with creation. Now Clarify will automatically create deals and add context based on activity, email, and transcript data.
📹 Meeting Recordings: We have our own call recorder! Now you can record your calls with Clarify. Based on your meeting transcripts, we'll soon generate meeting notes, automated follow-up emails, and enrich fields.
🤸🏼 Flexible Relationships: One of the most powerful parts of a CRM is the ability to link objects together. With this, you can reference fields between people, companies, deals, meetings, etc.
📋 CSV Import: Importing lead lists from conferences, events or other data sources is essential to building pipeline. Now you can do it yourself - without our help!
😌 Quality of Life Enhancements: Lots of small goodies, like new zapier templates, pipeline layout updates like rolled up amount and popup card inline editing, support for customized deal stages, usability improvements to our Chrome Extension.
In November, we are focused on:
📊 Improved Table: Small but powerful improvements like the ability to select multiple rows, perform bulk actions, and re-order fields in the table layout.
🔽 Pipeline 2.0: Over 13 improvements like support for inline editable cards, calculated fields for stages, etc.
📣 Notifications: Support for Slack notifications, better email notifications, ability to subscribe to records, which together should give you greater insights into how Clarify is working for you.
Want something else that's not listed, reach out! We've love to hear from you.
p.s. We've made loads of updates to our Chrome Extension - give it a shot, and don't forget to checkout our Raycast Extension!