Keep customer follow-up moving
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SPIRITT
ClarifyClarify
Turn relationship context into action
SPIRITT turns Clarify relationship context into completed sales work. Read the real meeting and message history, maintain records, send approved follow-up and build pipeline views that distinguish current values from actual change.
What you can do with Clarify.
Context before contact
Read the actual relationship graph, meeting transcripts and accessible messages before composing customer follow-up.
CRM work carried through
Update supported fields, create tasks and lists, and send approved email through the user's connected mailbox.
History that explains the pipeline
Separate current pipeline values from real stage transitions to build useful forecasts and review dashboards.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for revenue operations with Clarify.
02
Connect Clarify
Connect your Clarify account and choose the account access your mission needs. Keep other connected apps scoped to the same work.
03
Delegate an outcome
Describe the result, the Clarify records to use, and the rules for changes or delivery. SPIRITT builds the workflow and follows the result through.
Hand over a mission.
Choose a mission. Make it yours.
Put Clarify to work.
Turn relationship context into action
Questions
Clarify, with SPIRITT.
01Can SPIRITT send customer emails through Clarify?+
Yes, through the user's connected Gmail or Outlook account after approval. Recipients come from verified CRM people or explicitly supplied new-contact addresses.
02Can it read meeting transcripts?+
Yes, when a recording is available and accessible. Meeting summaries are not verbatim transcripts, so exact quotes come from the recording record.
03Can it change our custom CRM fields?+
It can inspect the write schema, update supported record fields and manage custom-field metadata. Computed fields cannot be made writable by inventing a parallel field.
04Can it report real stage movement?+
Yes. Current records answer current-state questions; the change log supports transitions and point-in-time analysis. Import dates do not become invented historical close dates.
05Can it create customer lists and dashboards?+
Yes. Dynamic lists serve browsable record sets, while versioned reports and dashboards support aggregated views. New slices can be created without changing an existing shared list.
06Can it monitor existing automations?+
Yes. Agents and workflows have separate inventories and run histories. SPIRITT uses the correct run status and transcript to diagnose failures and coordinate repair.