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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Clarify is an innovative autonomous CRM that streamlines the processes of pipeline generation, meeting management, and CRM updates by automatically tracking emails, meetings, and other customer interactions; enriching prospect profiles with essential information; and transforming interest into scheduled calls through intelligent, hands-free follow-up sequences. It equips sales professionals with comprehensive meeting preparation by summarizing previous discussions, product usage, and insights; capturing crucial highlights during calls in real-time; and automatically generating CRM updates, next steps, and workflows without requiring manual input. In addition, Clarify aggregates data from product usage, emails, calls, and website activity to provide a cohesive view of metrics, facilitating no-code workflows that initiate record updates and follow-ups, along with revenue-intelligence dashboards that highlight performance indicators, early warning signs, and potential areas for growth, all accessible through a single web or macOS interface that seamlessly integrates with prominent sales and marketing platforms. This integration not only simplifies the user experience but also enhances productivity by allowing sales teams to focus more on client engagement rather than administrative tasks.

Description

Microsoft 365 Copilot for Sales merges the capabilities of Microsoft 365 Copilot with a specialized agent tailored for specific roles, linking it to your CRM system to deliver valuable sales insights and generative AI directly into your everyday tasks. This integration boosts productivity by automating various activities such as composing emails, scheduling meetings, and generating documents including pitch decks and meeting summaries, all within user-friendly applications like Outlook, Teams, Word, PowerPoint, and Excel. It also enhances customer interactions by offering AI-generated overviews of emails and meetings, along with real-time insights during Teams calls. Furthermore, it optimizes workflow efficiency by facilitating seamless information exchange between Microsoft 365 applications and your CRM platform, extending support to systems like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales. Overall, this innovative tool transforms the sales process, empowering professionals to focus more on building relationships and closing deals rather than managing administrative tasks.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Amplitude Yes 
Calendly Yes 
Default Yes 
Expedience Software No 
Google Chrome Yes 
Google Workspace Yes 
Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft Teams No 
Microsoft Word No 
PostHog Yes 
Salesforce No 
Segment Yes 
Slack Yes 
Storyals No 
Zapier Yes 
Zoom Yes 

Integrations

Microsoft 365 Yes 
Amplitude No 
Calendly No 
Default No 
Expedience Software Yes 
Google Chrome No 
Google Workspace No 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft Teams Yes 
Microsoft Word Yes 
PostHog No 
Salesforce Yes 
Segment No 
Slack No 
Storyals Yes 
Zapier No 
Zoom No 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clarify

Founded

2024

Country

United States

Website

www.clarify.ai/

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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