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What is the Clarky CRM?

Clarky includes a built-in CRM to track contacts, manage leads, and organize your sales pipeline—all automatically populated from your agent conversations.

Contact Management

Store and organize customer information

Sales Pipeline

Visual sales pipeline with drag-and-drop

Auto-Capture

Automatically create contacts from conversations

Conversation History

See all interactions with each contact

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Key Features

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Automatic Contact Creation

When customers provide their information during conversations, Clarky automatically:
  1. Creates a contact record
  2. Captures name, email, phone
  3. Links conversation history
  4. Adds to appropriate pipeline stage

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Unified Customer View

See everything about a contact in one place:
  • Contact information
  • All conversation history across channels
  • Pipeline stage and deal value
  • Custom notes and tags
  • Activity timeline

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Two Views

Access your CRM data in two ways:
  • Table View
  • Pipeline View
Traditional spreadsheet-style view of all contacts with:
  • Sortable columns
  • Bulk actions
  • Export capabilities
  • Advanced filtering

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Getting Started

1

Navigate to CRM

Click “CRM” in the main navigation.
2

Review Auto-Created Contacts

Contacts from conversations appear automatically.
3

Customize Pipeline Stages

Set up stages that match your sales process.
4

Add Manual Contacts

Import existing contacts or add new ones manually.

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CRM Benefits

Contacts are created automatically from conversations—no manual input needed.
See full conversation history when following up with contacts.
Track deals through your sales process visually.
Know exactly what was discussed and what’s needed next.

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Next Steps

Manage Contacts

Learn about contact management

Use Sales Pipeline

Set up your sales pipeline

Link Conversations

Connect conversations to contacts

View Inbox

Back to conversations