Real-time CRM agent
AI that talks to customers and your CRM
Meet the AI Clerk that connects voice and messaging conversations directly to your CRM, reading and writing data in real time, just like a human.
Understands context
Reads contact details, history, and past interactions from your CRM instantly.
Updates records
Writes summaries, notes, and outcomes back into your CRM in real time.
Adapts to your workflow
Fully customizable to your CRM workflows, fields, and integrations.
Contacts and Lists
Turn contact management into contact intelligence
Add, group, and automate your contacts, from one-time lists to intelligent, real-time segments that update themselves.
Unified Contact Hub
Manually add contacts, upload a CSV, or connect to your CRM. Every record stays synced so your team always works with accurate, up-to-date information.
Search and Filters
Find exactly who you need with fast, flexible search. Filter by name, location, or any synced CRM property to instantly surface the right contacts and take action.
Static Lists
Create focused groups of contacts for campaigns, outreach, or reminders. You control who’s in each list, perfect for targeted sends or smaller audiences.
Dynamic Lists
Build intelligent, auto-refreshing lists that stay current without manual work. Define filters once, and Clerk Chat keeps the list updated as new contacts meet your criteria.
“What I'm most excited about with the partnership with Clerk Chat is the ability to create rich conversations. Clerk Chat gives you a new way to do that at a scale that is really important.”
Kathryn Frederick, CMO Los Angeles Rams
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Integrations
Connect to the systems you already use
Clerk Chat works where your data lives. Every update, message, and note stays synchronized.
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Message customers directly inside Salesforce
View recent conversations tied to the contact or lead you’re viewing, send messages instantly, and keep everything automatically synced.
Explore the Salesforce integration
HubSpotHubSpot is an integrated customer platform that aligns marketing, sales, service, CMS, and operations.
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Microsoft DynamicsView and message your Dynamics contacts directly from Clerk Chat. Any updates you make will automatically reflect in both system.
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PipedriveEasily connect Clerk Chat with your Pipedrive CRM to message customers and leads directly from one interface.
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Explore more pricing options
Visit our seat-based pricing page to compare features and add-ons.
Industires
AI that understands your industry
Clerk Chat connects contacts, CRM, and conversations for real-world results.
FinanceAI that keeps compliance and customer experience in balance. Connect every conversation to your CRM and eDiscovery tools.
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Dispatch & LogisticsWhen customers call or message, Clerk Chat AI pulls their shipment or order history instantly and updates timelines or contact records automatically.
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NonprofitEvery donor, volunteer, and client record stays current. AI handles reminders, confirmations, and follow-ups, freeing your team to focus on connection, not data entry.
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HealthcareFrom appointment scheduling to follow-up reminders, keep patients informed and your records accurate, all while maintaining HIPAA-compliant communication.
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Field ServicesAI that syncs your team and your schedule. Appointment confirmations, reschedules, and updates are logged automatically, so every job, note, and contact stays accurate.
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