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Average Ratings 0 Ratings

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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

Initiate and complete the necessary fields that propel business strategies forward. This approach can free up over 100 hours for each representative, enabling them to engage more in client interactions, whether through meetings, phone calls, or various activities. It is crucial for administrators and developers to concentrate on long-term solutions rather than temporary adjustments to enhance the overall experience. By providing your most effective processes to all producers, you can maximize efficiency. Customer engagement stands as one of the company's most significant assets and warrants careful attention and management. Rollio not only complies with SOC2 Type 2 standards, but it is also built on the Heroku platform, which is owned by Salesforce.com, and has successfully undergone the Salesforce Security Review to ensure reliability and security for users. Emphasizing these aspects can further strengthen the trust and confidence clients place in your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amplitude Yes 
Calendly Yes 
Default Yes 
Google Chrome Yes 
Google Workspace Yes 
Microsoft 365 Yes 
PostHog Yes 
Segment Yes 
Slack Yes 
Zapier Yes 
Zoom Yes 

Integrations

Amplitude No 
Calendly No 
Default No 
Google Chrome No 
Google Workspace No 
Microsoft 365 No 
PostHog No 
Segment No 
Slack No 
Zapier No 
Zoom No 

Pricing Details

$20 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
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) Yes 
In Person No 

Vendor Details

Company Name

Clarify

Founded

2024

Country

United States

Website

www.clarify.ai/

Vendor Details

Company Name

Rollio

Founded

2014

Country

United States

Website

www.gorollio.com

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 

Product Features

CRM

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

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

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