What is Customer Relationship Agents by Clarify?

Customer Relationship Agents by Clarify are AI-powered teammates that automate the CRM work you've been doing manually. They handle pipeline digests, lead enrichment, data hygiene, call coaching, and much more. These agents run on a schedule or a signal, work across your entire tech stack, and execute without you touching them. You can set them to run fully autonomously or require your approval before acting. Simply describe what you want to automate or start from a template, and Clarify builds it from there.

Who it's for

• Startup founders who need to keep their CRM clean and up-to-date without hiring a full-time rev ops team
• VCs and investors who want pipeline visibility and automated follow-ups across their portfolio companies
• Sales leaders who are tired of manual data entry and want their team focused on closing deals instead of updating records

Key features

Pipeline Reviewer

This agent automatically reviews your pipeline and takes action based on your criteria. For example, it can send an intro email to free users at companies with 100+ employees. The agent filters users where paid is false, checks they work at companies with 100+ employees, and sends the intro email to each qualifying user.

Multi-tool integration via MCP

Your agents work everywhere you do. They automate work inside Clarify, but also across the tools you use everyday. Connect your favorite tools via MCP (Model Context Protocol) to extend your agent's reach beyond the CRM.

Granular permission controls

Each agent gets its own permissions, just like a teammate. You decide what it can read (deals, contacts, activity), write (notes, stage changes, tasks), and reach (Slack, Gmail, MCP servers). The agent can also learn from your edits and feedback, improving over time.

What stands out

"This Agent thing is f***ing dope" — Somrat Niyogi, Partner at Recall Capital

The product transforms the CRM from a passive database into an active, autonomous system that works when you don't. Instead of spending hours on manual updates and follow-ups, you simply describe what you want automated and Clarify builds the agent for you. No engineering required, no complex setup — just plain language instructions that become working automation.

Worth checking out if…

You're tired of being the human engine behind your CRM. If you're a founder, sales leader, or investor who wants pipeline visibility and automated workflows without hiring a rev ops team, Customer Relationship Agents by Clarify will handle the busywork while you focus on closing deals.