Compare Clari and Planhat 
At a Glance
Market Segments
Mid-Market (47.2% of reviews)
Mid-Market (61.1% of reviews)
Entry-Level Pricing
No pricing available
Custom
Clari
Star Rating
(5,576)4.6 out of 5
Market Segments
Mid-Market (47.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ClariPlanhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Clari excels in user experience, with many praising its clean and intuitive interface that simplifies pipeline management and deal tracking. Users appreciate how the AI capabilities help in forecasting outcomes using real-time signals, making it a powerful tool for sales teams.
- According to verified reviews, Planhat also offers a user-friendly interface, particularly for tracking customer health and managing accounts. Users highlight the customizable dashboards that provide clear insights into renewal risks, showcasing its strength in customer success management.
- Reviewers mention that Clari has a significantly higher volume of recent reviews, indicating a more active user base and up-to-date feedback. This suggests that potential buyers can expect a well-supported and continuously evolving product.
- Users say that Clari's implementation process is notably quick and straightforward, with many highlighting the intuitive onboarding wizard that facilitates a smooth start. In contrast, some Planhat users have reported challenges with setup, indicating that it may require more time and effort to get fully operational.
- Reviewers highlight that while Clari has strong overall support ratings, Planhat users have expressed high satisfaction with their support team, noting exceptional assistance from specific representatives. This suggests that while both platforms offer good support, Planhat may have a slight edge in personalized service.
- According to recent feedback, Clari's advanced features, such as AI-driven forecasting and real-time pipeline management, are particularly beneficial for sales teams. However, some users feel that Planhat's focus on customer health and account management makes it a better fit for customer success teams, showcasing the distinct strengths of each platform.
Pricing
Entry-Level Pricing
Clari
No pricing availablePlanhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
Clari
No trial information availablePlanhat
No trial information availableRatings
Meets Requirements
9.0
4,120
8.6
736
Ease of Use
9.1
4,188
8.3
744
Ease of Setup
8.6
839
7.5
501
Ease of Admin
8.7
603
8.2
446
Quality of Support
9.1
3,371
9.2
715
Has the product been a good partner in doing business?
9.2
597
9.3
442
Product Direction (% positive)
9.1
3,900
9.2
686
Features by Category
Sales Force Automation
Not enough data
8.4
28
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.2
28
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.5
25
Marketing Automation
Not enough data
7.3
27
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
28
Not enough data
7.4
28
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
29
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Customer Information
Not enough data
8.6
556
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Predictions
Not enough data
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Platform
Not enough data
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
521
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
Lead Intelligence
8.6
419
Not enough data
8.7
483
Not enough data
8.7
462
Not enough data
Lead Management
8.8
437
Not enough data
8.6
403
Not enough data
8.9
465
Not enough data
Marketing Campaigns
8.7
399
Not enough data
8.6
345
Not enough data
8.6
345
Not enough data
8.8
406
Not enough data
8.9
481
Not enough data
Campaign Execution
8.3
218
Not enough data
8.9
461
Not enough data
8.9
433
Not enough data
9.2
516
Not enough data
Agentic AI - Account Data Management
8.0
10
Not enough data
8.0
10
Not enough data
8.2
10
Not enough data
7.8
10
Not enough data
8.2
10
Not enough data
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Lead Facilitation
7.6
296
|
Verified
Not enough data
7.9
325
|
Verified
Not enough data
7.9
322
|
Verified
Not enough data
7.7
309
|
Verified
Not enough data
Organization
9.1
509
|
Verified
Not enough data
8.8
470
|
Verified
Not enough data
8.7
433
|
Verified
Not enough data
Performance Analysis
8.3
406
|
Verified
Not enough data
8.8
478
|
Verified
Not enough data
Sales Analysis
8.4
382
|
Verified
Not enough data
9.2
500
|
Verified
Not enough data
Generative AI
7.1
112
Not enough data
7.2
111
Not enough data
Agentic AI - AI Sales Assistant
9.0
13
Not enough data
9.1
13
Not enough data
9.0
13
Not enough data
9.0
13
Not enough data
9.1
13
Not enough data
8.8
13
Not enough data
9.1
13
Not enough data
Integrated Workflows
9.0
875
Not enough data
9.4
1063
Not enough data
8.6
736
Not enough data
8.8
697
Not enough data
9.4
979
Not enough data
9.0
534
Not enough data
8.6
413
Not enough data
Repeatability and Reportability
8.9
806
Not enough data
9.1
913
Not enough data
9.1
868
Not enough data
8.6
649
Not enough data
8.1
364
Not enough data
AI and Automation
8.4
391
Not enough data
8.3
377
Not enough data
8.5
409
Not enough data
8.1
352
Not enough data
8.2
351
Not enough data
Generative AI
7.0
138
Not enough data
Agentic AI - Sales Engagement
8.3
22
Not enough data
8.1
22
Not enough data
8.4
22
Not enough data
8.2
22
Not enough data
7.9
22
Not enough data
8.1
22
Not enough data
8.0
22
Not enough data
Call Analytics
9.2
147
Not enough data
8.2
128
Not enough data
8.7
141
Not enough data
7.7
105
Not enough data
Artificial Intelligence - Conversation Intelligence
8.1
106
Not enough data
7.8
141
Not enough data
Not enough data
Not enough data
Generative AI
7.8
30
Not enough data
Agentic AI - Conversation Intelligence
6.7
5
Not enough data
6.3
5
Not enough data
6.7
5
Not enough data
6.3
5
Not enough data
6.3
5
Not enough data
6.3
5
Not enough data
6.3
5
Not enough data
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
8.3
181
7.7
89
7.3
161
7.3
88
7.1
162
8.0
108
Intelligence
8.1
176
7.6
99
Feature Not Available
7.4
89
7.5
163
7.2
86
Mapping
Feature Not Available
6.9
84
7.3
161
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Revenue Sourcing and Forecasting
8.2
421
Not enough data
9.0
480
Not enough data
8.4
474
Not enough data
7.7
404
Not enough data
8.0
404
Not enough data
8.1
382
Not enough data
8.1
354
Not enough data
CRM Data Enrichment
7.6
398
Not enough data
7.6
411
Not enough data
7.2
380
Not enough data
Feature Not Available
Not enough data
7.1
307
Not enough data
Account Management
7.1
359
Not enough data
7.4
361
Not enough data
7.7
390
Not enough data
8.2
415
Not enough data
7.8
336
Not enough data
7.5
335
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
6.8
54
Not enough data
7.8
56
Not enough data
7.2
53
Not enough data
7.1
54
Not enough data
7.4
52
Not enough data
Onboarding Setup
Not enough data
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Project Tracking
Not enough data
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Customer Engagement
Not enough data
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Integrations
7.3
87
Not enough data
8.7
95
Not enough data
8.2
88
Not enough data
7.9
87
Not enough data
9.1
92
Not enough data
Branding & Customizatio
8.5
89
Not enough data
8.6
90
Not enough data
8.2
89
Not enough data
Automatic Rules & Configurations
8.2
90
Not enough data
8.4
91
Not enough data
8.1
90
Not enough data
Agentic AI - Business Scheduling
7.5
8
Not enough data
8.1
8
Not enough data
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Salesforce AppExchange Apps
8.6
7
Not enough data
8.3
7
Not enough data
8.6
7
Not enough data
8.3
7
Not enough data
8.3
7
Not enough data
8.6
7
Not enough data
8.3
7
Not enough data
Agentic AI - Sales Performance Management
7.7
25
Not enough data
7.7
25
Not enough data
7.7
25
Not enough data
Incentives
7.2
112
Not enough data
8.2
261
Not enough data
6.8
117
Not enough data
7.6
113
Not enough data
Personalization
8.4
273
Not enough data
8.6
289
Not enough data
8.9
351
Not enough data
8.5
258
Not enough data
Administrative
9.0
336
Not enough data
8.7
274
Not enough data
8.7
285
Not enough data
Agentic AI - Email Tracking
7.0
11
Not enough data
6.7
10
Not enough data
7.3
10
Not enough data
7.0
10
Not enough data
6.7
10
Not enough data
7.2
10
Not enough data
7.5
10
Not enough data
Analytics
9.2
1446
Not enough data
9.1
1445
Not enough data
9.0
1354
Not enough data
Customizations
9.3
1518
Not enough data
9.3
1468
Not enough data
9.2
1461
Not enough data
9.1
1210
Not enough data
9.2
1518
Not enough data
Generative AI
7.2
168
Not enough data
Agentic AI - Sales Analytics
7.4
33
Not enough data
7.9
33
Not enough data
7.6
33
Not enough data
7.4
32
Not enough data
7.3
33
Not enough data
Data Sourcing
8.3
1128
Not enough data
8.2
1162
Not enough data
8.1
1113
Not enough data
8.7
1328
Not enough data
8.4
1141
Not enough data
Predictive Analytics
7.7
1072
Not enough data
8.3
1232
Not enough data
7.9
1117
Not enough data
8.9
1263
Not enough data
Sales Management
9.0
1313
Not enough data
Feature Not Available
Not enough data
8.3
1164
Not enough data
8.6
1288
Not enough data
Agentic AI - Outbound Call Tracking
6.7
9
Not enough data
7.0
9
Not enough data
Calling
8.7
608
Not enough data
8.7
604
Not enough data
8.9
672
Not enough data
8.9
691
Not enough data
7.5
12
Not enough data
Contacts
9.0
768
Not enough data
8.8
665
Not enough data
8.9
684
Not enough data
Insights
9.1
734
Not enough data
9.0
723
Not enough data
8.5
496
Not enough data
9.3
763
Not enough data
8.8
591
Not enough data
7.2
10
Not enough data
Agentic AI - Sales Coaching
8.1
9
Not enough data
8.1
9
Not enough data
8.1
9
Not enough data
8.5
8
Not enough data
Training
8.3
100
Not enough data
8.3
102
Not enough data
8.1
93
Not enough data
8.8
117
Not enough data
Feedback
8.8
108
Not enough data
8.3
90
Not enough data
8.2
89
Not enough data
8.3
85
Not enough data
8.4
95
Not enough data
8.4
93
Not enough data
8.3
84
Not enough data
Generative AI
7.4
30
Not enough data
Agentic AI - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
Clari and Planhat are categorized as Customer Revenue Optimization
Unique Categories
Clari is categorized as Revenue AI Platforms, Revenue Operations & Intelligence (RO&I), Business Scheduling, Conversation Intelligence, Sales Engagement, AI Sales Assistant, Account Data Management, Sales Coaching, Outbound Call Tracking, Sales Analytics, Email Tracking, Sales Performance Management, and Salesforce AppExchange Apps
Planhat is categorized as Client Portal, Customer Journey Mapping, Product Analytics, Subscription Revenue Management, Customer Data Platform (CDP), Customer Success, CRM, Data Quality, AI Agent Builders, and Client Onboarding
Reviews
Reviewers' Company Size
Clari
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
27.5%
Information Technology and Services
20.7%
Marketing and Advertising
6.2%
Computer & Network Security
4.1%
Financial Services
3.5%
Other
38.0%
Computer Software
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Discussions
What groove means in music?
7 Comments
NM
Happy- Pharrell Williams
Groove has improved my workflow phenomenally I can get so much more done, my workflow is so simple and allows me to do so much in...Read more
Is it possible to edit a template in-line when using gmail?
6 Comments
MM
Yes!
1. Hit Goove icon
2. Select you template
3. hit the pencil in the top right
4. Done. :)Read more
How can I get the Indian Accent/ neutral accent script?
3 Comments
RS
Watch more podcast of Indian Influencer so that you will get idea about the way we are speaking ang our tounge twisting.Read more
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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