A custom dashboard for your team, Clefmark assistant for every conversation, and map-to-inbox workflows in one place.
Dashboard
Good morning, Alex
Needs your attention
Harbor Supply Co.
Reply waiting — email
Metro Equipment
Playbook step due today
Today
Explore
Clefmark assistant
Suggested draft
Hi Jordan — does Tuesday at 2 work for a quick walkthrough? Happy to bring samples.
From your library · Harbor Supply Co.
When discovery, follow-up, and messaging live in different places, context gets lost and territory work slows down. Clefmark gives your team a custom dashboard, Clefmark assistant, and one flow from map to inbox.
Search the map and list — Google, Apple, Yelp — and save places to clients.
A custom view of tasks, follow-ups, and what needs your attention — built for how your team sells.
Your conversation and automation companion — drafts, sequences, and outreach grounded in your library and rules.
Every rep sees what matters today — tasks, follow-ups, and territory work in one tailored view.
A smart, customized companion for conversations and automation — grounded in your business, not generic templates.
Territory is where work starts, not an add-on.
Email and SMS tied to the client, not a separate tool.
Plans from $29/mo for solo reps to teams up to 25 seats. Billing setup comes later.
