> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Overview

> Built-in customer relationship management for your AI agent

## 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.

<Info>
  **Plan availability:** Startup or higher. See [Plans & Billing](/features/settings/plans).
</Info>

## CRM Sections

<CardGroup cols={2}>
  <Card title="Activity" icon="clock-rotate-left" href="/features/crm/activity">
    A unified feed of every interaction across your workspace
  </Card>

  <Card title="People (Contacts)" icon="users" href="/features/crm/contacts">
    Individual contact records with full conversation history
  </Card>

  <Card title="Companies" icon="building" href="/features/crm/companies">
    Group contacts by the organizations they belong to
  </Card>

  <Card title="Sales Pipeline" icon="chart-line" href="/features/crm/sales-pipeline">
    Visual kanban pipeline with drag-and-drop stages
  </Card>

  <Card title="Sequences" icon="paper-plane" href="/features/crm/sequences">
    Multi-touch outbound campaigns drafted by AI per contact
  </Card>

  <Card title="Forms" icon="rectangle-list" href="/features/forms/overview">
    Capture leads with traditional forms or surveys
  </Card>

  <Card title="Ask Clarky" icon="sparkles" href="/features/crm/ask-clarky">
    Chat with an AI that has tool access to your CRM
  </Card>
</CardGroup>

## Key Features

### 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

### 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

### 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.

## Getting Started

<Steps>
  <Step title="Open the CRM">
    Click **CRM** in the main navigation.
  </Step>

  <Step title="Review auto-created contacts">
    Contacts created from conversations appear in **People** automatically.
  </Step>

  <Step title="Customize your pipeline">
    Open **Pipeline** and set up stages that match your sales process.
  </Step>

  <Step title="Connect forms">
    Build a form or survey to capture leads from your website.
  </Step>

  <Step title="Try Ask Clarky">
    Open **Ask Clarky** and ask anything about your CRM data.
  </Step>
</Steps>

## CRM Benefits

<AccordionGroup>
  <Accordion title="No data entry">
    Contacts and companies are created automatically from conversations, forms, and bookings — no manual input needed.
  </Accordion>

  <Accordion title="Complete context">
    See the full conversation history, activity timeline, and form submissions when following up with any contact.
  </Accordion>

  <Accordion title="Pipeline visibility">
    Track deals at both the contact level and the company level through visual kanban stages.
  </Accordion>

  <Accordion title="Natural language access">
    Ask Clarky lets anyone on your team query the CRM without learning filters or building reports.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="View Activity" icon="clock-rotate-left" href="/features/crm/activity">
    See the unified activity feed
  </Card>

  <Card title="Manage Contacts" icon="users" href="/features/crm/contacts">
    Open the People tab
  </Card>

  <Card title="Companies" icon="building" href="/features/crm/companies">
    Group contacts by company
  </Card>

  <Card title="Use Sales Pipeline" icon="chart-line" href="/features/crm/sales-pipeline">
    Set up your sales pipeline
  </Card>

  <Card title="Launch a Sequence" icon="paper-plane" href="/features/crm/sequences">
    Send a multi-touch outbound campaign
  </Card>

  <Card title="Build a Form" icon="rectangle-list" href="/features/forms/overview">
    Capture leads from your website
  </Card>

  <Card title="Ask Clarky" icon="sparkles" href="/features/crm/ask-clarky">
    Chat with your CRM data
  </Card>
</CardGroup>