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What is the Clarky CRM?

Clarky includes a built-in CRM to track contacts, companies, deals, and activity — all automatically populated from your agent conversations. The CRM lives under the CRM tab and is organized into sub-sections for each part of your sales workflow.
Plan availability: Startup or higher. See Plans & Billing.

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CRM Sections

Activity

A unified feed of every interaction across your workspace

People (Contacts)

Individual contact records with full conversation history

Companies

Group contacts by the organizations they belong to

Sales Pipeline

Visual kanban pipeline with drag-and-drop stages

Sequences

Multi-touch outbound campaigns drafted by AI per contact

Forms

Capture leads with traditional forms or surveys

Ask Clarky

Chat with an AI that has tool access to your CRM

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Key Features

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Automatic Contact Creation

When customers provide their information during a conversation, Clarky automatically:
  1. Creates a contact record
  2. Captures name, email, and phone
  3. Links the conversation history
  4. Adds them to the appropriate pipeline stage
  5. Groups them under a company based on email domain

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Unified Customer View

See everything about a contact in one place:
  • Contact information and tags
  • All conversation history across chat, voice, text, and email
  • Pipeline stage and deal value
  • Custom notes and activity timeline
  • Form submissions and bookings

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Ask Clarky

Use natural language to query your CRM. Ask things like:
  • “Show me all contacts that attended the AI workshop”
  • “How many deals have closed this year?”
  • “Who should I follow up with this week?”
Clarky returns clickable tables, pipeline summaries, and analytics cards inline. It can also take actions like sending an email, sending an SMS, or moving a pipeline card — always with a confirmation step before executing.

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Getting Started

1

Open the CRM

Click CRM in the main navigation.
2

Review auto-created contacts

Contacts created from conversations appear in People automatically.
3

Customize your pipeline

Open Pipeline and set up stages that match your sales process.
4

Connect forms

Build a form or survey to capture leads from your website.
5

Try Ask Clarky

Open Ask Clarky and ask anything about your CRM data.

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CRM Benefits

Contacts and companies are created automatically from conversations, forms, and bookings — no manual input needed.
See the full conversation history, activity timeline, and form submissions when following up with any contact.
Track deals at both the contact level and the company level through visual kanban stages.
Ask Clarky lets anyone on your team query the CRM without learning filters or building reports.

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Next Steps

View Activity

See the unified activity feed

Manage Contacts

Open the People tab

Companies

Group contacts by company

Use Sales Pipeline

Set up your sales pipeline

Launch a Sequence

Send a multi-touch outbound campaign

Build a Form

Capture leads from your website

Ask Clarky

Chat with your CRM data