Summer is in the rear-view mirror 😭, but with it comes change. And change can be good! Fall is here, and besides cozying up with a PSL, we have some updates we’re excited to share.

Live Updates: Now, you can collaborate and see changes your team is making in real-time.

Meetings: We introduced a brand new object for meetings. We allow you to manage meetings like any other record in Clarify. You can now view your upcoming meetings on the homepage.

AI Summarization: Every deal now contains context summarized from related records, activities, emails, calendars, and soon meeting recordings! With this information, we provide you with an always up-to-date view of the deal and suggested next steps.

New Zap Actions: We added new Zap actions this month, including adding comments and looking up Clarify users by name or email. We've built awesome workflows internally at Clarify with Thena, Slack, Linear, and more. Just ask us if you want help getting a workflow setup!

Quality of Life Enhancements:

Nearly 20 improvements to make Clarify more beautiful and joyful to use.

Some of our favorites:

• Automatic person and company association
• Improved Inbox experience
• New lines supported in comments
• Default Deals view is a board

Coming Soon

Flexible Relationships: One of the most powerful parts of a CRM is the ability to link fields together - and we're excited to bring that into workspaces soon. Soon, you'll be able to reference other objects as field values between people, companies, deals, meetings, and more.

Zap Templates: Our Zapier integration is coming out of private testing and into the public realm. With it, we'll publish all our Zapier templates that we've used to build Clarify on Clarify.

CSV Import: Can you really be a good CRM without a good old-fashioned CSV import?

Meeting Recordings: Our newly introduced meetings object will soon also be able to ingest transcription data. You'll have the ability to use our native meeting recorder or bring your own!

AI Deal Creation: We often hear "I wish my CRM just updated for me". AI deal creation will automatically create deals, and add context based on meeting, call, and calendar data.

In August, we focused on shipping the v2 version of many of our latest features and improved the overall quality of the product experience.

Records v2: We overhauled our record page for all objects. You can now quickly see all your emails, meetings, notes, and record details. We’ve made it easy to update and add records to lists quickly.

Deals v2‍: We made deals easier and faster to use. You can create a deal from `cmd + k`, and we’ve shipped a whole new create experience that gives you all the fields you need front and center.

Custom fields v2: ‍Now, you can create custom fields from the record page and lists, along with deleting and editing fields. Likewise, we added support for several new field types and have more coming soon.

Other improvements

• Condensed activity feed messages
• Global create menu in the navigation
• Support for links in comments
• Improved Chrome Extension form and reliability
• Added support for notes in Zapier

Customize Clarify to meet your business model! Create custom fields like text, number, dates, select, multi-select options and more.

We now have full support for Deals! You can link people, companies and other relationships, assign owners, and have a full history like any other object.

You can now save person and company records from LinkedIn. The extension displays existing records in your workspace with a matching LinkedIn URL when opened on a person or company page.

You can now use Clarify directly from Raycast.

• Search People, Companies, and Deals
• Quickly add new records
• And log notes, tasks, and meetings

Install it via the Raycast store.

Clarify now supports Dark Mode for a stylish and comfortable experience. Expect more custom themes in the future.

Enable seamless integration with over 7000+ tools. With support for both triggers and actions, users can now:

• Receive Slack notifications upon closing a Deal.
• Automatically send emails when adding a new Person.
• Capture new leads from website forms.

Explore limitless possibilities with this new integration!

Easily track customer notes directly within Clarify. Create meeting notes, success plans, etc. with AI summarization coming soon.

Home provides you a quick view of your tasks, recently viewed, and upcoming meetings.

You can now comment on any record within Clarify to collaborate with your team including support for @mentions and the ability to create links to other records.

All objects and fields are now defined as JSON Schema, including relationships.

With CMD+K you can now leverage full-text search, perform actions on records, and navigate Clarify.

You can now create and manage static lists to help you organize your customer data. Support for dynamic lists coming soon.