Clarify

What is Clarify?

Clarify is an AI-native CRM. It builds and updates records from the team's email, calendar and meetings, so people, companies and deals appear without manual data entry. Founders and early sales teams use it to keep a working pipeline without spending their evenings updating it.

Clarify solves the record-keeping problem. The records it builds are rich: who met whom, what was discussed, where the deal stands. The next step is still a document, and that document still starts from a blank page in a separate tool, written by the same founder who hoped to stop doing admin.

Take the record Clarify built and turn it into the document the deal needs

Cobl reads people, companies and deals in Clarify, along with the fields and activity attached to them. That context sits inside a deal workspace next to the follow-up, the proposal and the deck, so the document starts from what Clarify already assembled after the discovery call.

The pairing fits the same goal. Clarify removes the manual work of updating the CRM. Cobl removes the manual work of writing from it.

What Clarify and Cobl look like on a live deal

A founder runs three calls with a prospect over two weeks. Clarify has built the company, the people and the deal from the calendar and the meetings, with the stage and the next step updated. The prospect asks for a proposal. The founder opens a deal workspace in Cobl, which reads the deal, the people and the activity.

The proposal comes back built on what the prospect said across the three calls, with the pricing and case studies the founder put in the Shared Drive. The founder edits two paragraphs in the inline editor and sends it the same afternoon. Nothing goes out without review.

Key features of the Cobl Clarify integration

People, companies and deals as context

Cobl reads the records Clarify built, including their fields. The document starts from the deal as the CRM already understands it. Because the records are built from real activity, they stay current without anyone updating them. The document reflects the deal as it stands this week, not as it was when someone last typed into the CRM.

Activity that shapes the argument

The meetings and exchanges attached to a deal inform what the proposal leads on, so the document reflects the conversation rather than a template's guess at it. Meetings and emails attached to the deal show what the buyer asked, what they pushed back on and what they agreed. The proposal answers those points instead of describing the product in general.

Less admin at both ends

Clarify fills the CRM, Cobl writes the documents. The founder or the small sales team spends the saved time on selling rather than on either task. For a founder, this is the difference between writing a proposal at night and sending it the same afternoon. The time goes into the conversation with the buyer, which is where deals are decided.

Works with your inbox, calendar and chat

Clarify context combines with threads in Gmail, meetings in Google Calendar and internal discussion in Slack, so the document reflects the whole deal. Gmail and Google Calendar add detail the CRM summarized, and Slack adds what the team discussed internally. Clarify ties them to the right deal, so the proposal draws on everything without anyone assembling it.

Frequently asked questions

Does Cobl integrate with Clarify?

Yes. Cobl connects to Clarify so people, companies, deals and their activity can feed proposals, follow-ups and decks.

What Clarify data does Cobl access?

People, companies, deals, their fields and the activity attached to them, read through the access the connected workspace grants.

Clarify already uses AI. Why add Cobl?

Clarify uses AI to build and maintain the CRM. Cobl uses the CRM to produce the documents the buyer reads: follow-up, proposal, deck, questionnaire response. They cover consecutive steps of the same deal.

Is this useful for a founder-led sales team?

Yes. Founders who sell have the least time to write proposals, and the proposal is often the document that decides the deal. Starting from the record removes the blank page.

Can I edit before anything is sent?

Yes. Cobl produces a draft. Precise changes go through the inline editor, exports are editable Word and PowerPoint, and approval stays with you. More on data handling sits on the security page.