# Clari vs Planhat Comparison
---
## AI Generated Summary
- **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.



| | Clari | Planhat | 
|---|---|---|
| **Star Rating** | 4.6 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 5,601 | 926 | 
| **Largest Market Segment** | Mid-Market (47.2% of reviews) | Mid-Market (61.0% of reviews) | 
| **Entry Level Price** | No pricing available | Custom | 

---
## Top Pros & Cons

### Clari

Pros:
- Ease of Use (241 reviews)
- Features (180 reviews)

Cons:
- Learning Curve (80 reviews)
- Limitations (63 reviews)

### Planhat

Pros:
- Ease of Use (215 reviews)
- Customer Support (155 reviews)

Cons:
- Learning Curve (113 reviews)
- Complexity (78 reviews)

---
## Ratings Comparison
| Rating | Clari | Planhat | 
|---|---|---|
  | **Meets Requirements** | 9.0 (4137 reviews) | 8.6 (755 reviews) | 
  | **Ease of Use** | 9.1 (4207 reviews) | 8.3 (764 reviews) | 
  | **Ease of Setup** | 8.6 (857 reviews) | 7.5 (520 reviews) | 
  | **Ease of Admin** | 8.7 (607 reviews) | 8.2 (463 reviews) | 
  | **Quality of Support** | 9.1 (3381 reviews) | 9.2 (731 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.2 (600 reviews) | 9.3 (460 reviews) | 
  | **Product Direction (% positive)** | 9.1 (3915 reviews) | 9.2 (706 reviews) | 

---
## Pricing

### Clari

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Planhat

#### Entry-Level Pricing

Plan: From Start-up to Enterprise

Price: Custom

Description: Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/


[Learn more about Planhat](https://www.g2.com/products/planhat/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 7.0/10 | 56 |

#### Sales Force Automation

| Feature | Clari | Planhat | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.4 (29 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 7.5 (25 reviews) | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 7.5 (25 reviews) | 
| **Task / Activity Management** | Not enough data | 8.3 (29 reviews) | 
| **Territory & Quota Management** | Not enough data | 6.7 (24 reviews) | 
| **Desktop Integration** | Not enough data | 8.7 (26 reviews) | 
| **Product & Price List Management** | Not enough data | 7.0 (23 reviews) | 
| **Quote & Order Management** | Not enough data | 6.2 (24 reviews) | 
| **Customer Contract Management** | Not enough data | 6.5 (25 reviews) | 

#### Marketing Automation

| Feature | Clari | Planhat | 
|---|---|---|
| **Email Marketing** | Not enough data | 7.4 (28 reviews) | 
| **Campaign Management** | Not enough data | 6.9 (27 reviews) | 
| **Lead Management** | Not enough data | 5.9 (25 reviews) | 
| **Marketing ROI Analytics** | Not enough data | 5.3 (25 reviews) | 

#### Customer Support

| Feature | Clari | Planhat | 
|---|---|---|
| **Case Management** | Not enough data | 7.2 (27 reviews) | 
| **Customer Support Portal** | Not enough data | 7.0 (28 reviews) | 
| **Knowledge Base** | Not enough data | 7.4 (28 reviews) | 
| **Call Center Features** | Not enough data | 5.8 (24 reviews) | 
| **Support Analytics** | Not enough data | 6.3 (24 reviews) | 

#### Reporting & Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 7.7 (30 reviews) | 
| **Dashboards** | Not enough data | 7.5 (30 reviews) | 
| **Forecasting** | Not enough data | 7.0 (26 reviews) | 

#### Mobile & Social

| Feature | Clari | Planhat | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 6.2 (24 reviews) | 
| **Social Network Integration** | Not enough data | 5.6 (23 reviews) | 
| **Mobile User Support** | Not enough data | 5.0 (23 reviews) | 

#### Platform

| Feature | Clari | Planhat | 
|---|---|---|
| **Customization** | Not enough data | 8.7 (51 reviews) | 
| **Workflow Capability** | Not enough data | 8.3 (50 reviews) | 
| **User, Role, and Access Management** | Not enough data | 8.6 (50 reviews) | 
| **Internationalization** | Not enough data | 7.4 (47 reviews) | 
| **Sandbox / Test Environments** | Not enough data | 5.6 (44 reviews) | 
| **Document & Content Mgmt.** | Not enough data | 6.7 (46 reviews) | 
| **Performance and Reliability** | Not enough data | 8.3 (48 reviews) | 
| **Output Document Generation** | Not enough data | 7.1 (46 reviews) | 

#### Integration

| Feature | Clari | Planhat | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 7.7 (40 reviews) | 
| **Integration APIs** | Not enough data | 7.8 (40 reviews) | 
| **Breadth of Partner Applications** | Not enough data | 7.4 (38 reviews) | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.0 (18 reviews) | 

#### Agentic AI - CRM

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (17 reviews) | 
| **Multi-step Planning** | Not enough data | 6.4 (17 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 5.9 (17 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (16 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (16 reviews) | 
| **Decision Making** | Not enough data | 6.0 (16 reviews) | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 7.8/10 | 614 |

#### Customer Information

| Feature | Clari | Planhat | 
|---|---|---|
| **Customer Health Scores** | Not enough data | 8.7 (566 reviews) ✓ Verified | 
| **Customer Monitoring** | Not enough data | 8.8 (552 reviews) ✓ Verified | 
| **Customer Profiles** | Not enough data | 8.8 (569 reviews) ✓ Verified | 
| **Playbooks** | Not enough data | 8.2 (548 reviews) ✓ Verified | 
| **Customer Segments** | Not enough data | 8.5 (515 reviews) ✓ Verified | 
| **Product Engagement** | Not enough data | 8.0 (494 reviews) ✓ Verified | 
| **Surveys** | Not enough data | 7.2 (422 reviews) ✓ Verified | 

#### Predictions

| Feature | Clari | Planhat | 
|---|---|---|
| **Churn Risk** | Not enough data | 7.9 (501 reviews) ✓ Verified | 
| **Upsell Opportunities** | Not enough data | 7.5 (435 reviews) ✓ Verified | 
| **Custom Triggers** | Not enough data | 8.3 (496 reviews) ✓ Verified | 
| **Machine Learning** | Not enough data | 6.7 (350 reviews) ✓ Verified | 

#### Platform

| Feature | Clari | Planhat | 
|---|---|---|
| **Reporting & Dashboards** | Not enough data | 8.3 (556 reviews) ✓ Verified | 
| **API & Integrations** | Not enough data | 8.1 (529 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.2 (491 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.5 (506 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.2 (523 reviews) ✓ Verified | 
| **Customization** | Not enough data | 8.6 (532 reviews) ✓ Verified | 
| **Scalability** | Not enough data | 8.8 (513 reviews) ✓ Verified | 
| **Data Security** | Not enough data | 8.9 (475 reviews) ✓ Verified | 
| **Performance & Reliability** | Not enough data | 8.5 (524 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.8 (523 reviews) ✓ Verified | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.1 (170 reviews) | 
| **AI Text Summarization** | Not enough data | 6.2 (174 reviews) | 

#### Agentic AI - Customer Success

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.3 (98 reviews) | 
| **Multi-step Planning** | Not enough data | 6.7 (98 reviews) | 
| **Cross-system Integration** | Not enough data | 6.8 (101 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (97 reviews) | 
| **Proactive Assistance** | Not enough data | 6.2 (99 reviews) | 

### Account Data Management

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.6/10 | 848 |
| **Planhat** | N/A | N/A |

#### Lead Intelligence

| Feature | Clari | Planhat | 
|---|---|---|
| **Market Insights ** | 8.6 (419 reviews) | Not enough data | 
| **Account-level Insights ** | 8.7 (483 reviews) | Not enough data | 
| **Lead Analysis ** | 8.7 (462 reviews) | Not enough data | 

#### Lead Management

| Feature | Clari | Planhat | 
|---|---|---|
| **Segmentation ** | 8.8 (436 reviews) | Not enough data | 
| **Predictive Scoring ** | 8.6 (402 reviews) | Not enough data | 
| **Account Identification ** | 8.9 (464 reviews) | Not enough data | 

#### Marketing Campaigns

| Feature | Clari | Planhat | 
|---|---|---|
| **Omni-Channel Tracking ** | 8.7 (399 reviews) | Not enough data | 
| **Revenue Planning ** | 8.6 (345 reviews) | Not enough data | 
| **Media Attribution ** | 8.6 (345 reviews) | Not enough data | 
| **Opportunity Timeline ** | 8.8 (406 reviews) | Not enough data | 
| **Customization ** | 8.9 (481 reviews) | Not enough data | 

#### Campaign Execution

| Feature | Clari | Planhat | 
|---|---|---|
| **Website Personalization ** | 8.3 (218 reviews) | Not enough data | 
| **Prioritized Accounts ** | 8.9 (461 reviews) | Not enough data | 
| **Trending Accounts ** | 8.9 (433 reviews) | Not enough data | 
| **Email Campaigns ** | 9.2 (516 reviews) | Not enough data | 

#### Agentic AI - Account Data Management

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 8.0 (10 reviews) | Not enough data | 
| **Cross-system Integration** | 8.0 (10 reviews) | Not enough data | 
| **Adaptive Learning** | 8.2 (10 reviews) | Not enough data | 
| **Proactive Assistance** | 7.8 (10 reviews) | Not enough data | 
| **Decision Making** | 8.2 (10 reviews) | Not enough data | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 7.7/10 | 125 |

#### Billing and Payments

| Feature | Clari | Planhat | 
|---|---|---|
| **Payment Terms** | Not enough data | 7.9 (80 reviews) | 
| **Personalized Billing** | Not enough data | 7.6 (68 reviews) | 
| **Custom Pricing** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Recognition

| Feature | Clari | Planhat | 
|---|---|---|
| **Usage Tracking** | Not enough data | 8.2 (97 reviews) | 
| **Deferred Revenue** | Not enough data | 7.0 (69 reviews) | 
| **Revenue Accrual** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Optimization

| Feature | Clari | Planhat | 
|---|---|---|
| **At-Risk Customers** | Not enough data | 8.1 (103 reviews) | 
| **Offer Optimization** | Not enough data | 7.4 (78 reviews) | 
| **Customer Churn** | Not enough data | 8.2 (106 reviews) | 
| **Revenue Forecasting** | Not enough data | 7.8 (92 reviews) | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.5/10 | 595 |
| **Planhat** | N/A | N/A |

#### Lead Facilitation

| Feature | Clari | Planhat | 
|---|---|---|
| **Customer-facing Chatbot** | 7.6 (296 reviews) ✓ Verified | Not enough data | 
| **Lead Qualification** | 7.9 (325 reviews) ✓ Verified | Not enough data | 
| **Lead Follow-up** | 7.9 (323 reviews) ✓ Verified | Not enough data | 
| **Meeting Scheduling ** | 7.7 (309 reviews) ✓ Verified | Not enough data | 

#### Organization

| Feature | Clari | Planhat | 
|---|---|---|
| **Opportunity and Pipeline Management ** | 9.1 (510 reviews) ✓ Verified | Not enough data | 
| **Data Entry** | 8.8 (471 reviews) ✓ Verified | Not enough data | 
| **Integrations / APIs** | 8.7 (434 reviews) ✓ Verified | Not enough data | 

#### Performance Analysis

| Feature | Clari | Planhat | 
|---|---|---|
| **Coaching ** | 8.3 (406 reviews) ✓ Verified | Not enough data | 
| **Peformance Tracking** | 8.9 (479 reviews) ✓ Verified | Not enough data | 

#### Sales Analysis

| Feature | Clari | Planhat | 
|---|---|---|
| **ROI Forecasting ** | 8.4 (382 reviews) ✓ Verified | Not enough data | 
| **Sales Forecasting ** | 9.2 (501 reviews) ✓ Verified | Not enough data | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Generation** | 7.1 (113 reviews) | Not enough data | 
| **AI Text Summarization** | 7.1 (112 reviews) | Not enough data | 

#### Agentic AI - AI Sales Assistant

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 9.0 (13 reviews) | Not enough data | 
| **Multi-step Planning** | 9.1 (13 reviews) | Not enough data | 
| **Cross-system Integration** | 9.0 (13 reviews) | Not enough data | 
| **Adaptive Learning** | 9.0 (13 reviews) | Not enough data | 
| **Natural Language Interaction** | 9.1 (13 reviews) | Not enough data | 
| **Proactive Assistance** | 8.8 (13 reviews) | Not enough data | 
| **Decision Making** | 9.1 (13 reviews) | Not enough data | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.5/10 | 1140 |
| **Planhat** | N/A | N/A |

#### Integrated Workflows

| Feature | Clari | Planhat | 
|---|---|---|
| **Task Management** | 9.0 (874 reviews) | Not enough data | 
| **Email Tracking/Automation** | 9.4 (1062 reviews) | Not enough data | 
| **Calls and Voice** | 8.6 (735 reviews) | Not enough data | 
| **Other Outreach Options ** | 8.8 (695 reviews) | Not enough data | 
| **CRM Integration** | 9.4 (979 reviews) | Not enough data | 
| **Calendar** | 9.0 (534 reviews) | Not enough data | 
| **Shared Records** | 8.6 (413 reviews) | Not enough data | 

#### Repeatability and Reportability

| Feature | Clari | Planhat | 
|---|---|---|
| **Content Management** | 8.9 (806 reviews) | Not enough data | 
| **Workflow Management** | 9.1 (913 reviews) | Not enough data | 
| **Workflow Performance** | 9.1 (869 reviews) | Not enough data | 
| **Sales Coaching and Insights** | 8.6 (648 reviews) | Not enough data | 
| **Gamification** | 8.1 (363 reviews) | Not enough data | 

#### AI and Automation

| Feature | Clari | Planhat | 
|---|---|---|
| **Lead Prioritization** | 8.4 (390 reviews) | Not enough data | 
| **Lead Scoring** | 8.3 (376 reviews) | Not enough data | 
| **Best Time of Day Scheduling** | 8.5 (408 reviews) | Not enough data | 
| **Buyer Intelligence** | 8.1 (352 reviews) | Not enough data | 
| **Machine Learning** | 8.2 (351 reviews) | Not enough data | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Generation** | 7.0 (138 reviews) | Not enough data | 

#### Agentic AI - Sales Engagement

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 8.3 (22 reviews) | Not enough data | 
| **Multi-step Planning** | 8.1 (22 reviews) | Not enough data | 
| **Cross-system Integration** | 8.4 (22 reviews) | Not enough data | 
| **Adaptive Learning** | 8.2 (22 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.9 (22 reviews) | Not enough data | 
| **Proactive Assistance** | 8.1 (22 reviews) | Not enough data | 
| **Decision Making** | 8.0 (23 reviews) | Not enough data | 

### Conversation Intelligence

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 7.0/10 | 154 |
| **Planhat** | N/A | N/A |

#### Call Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Call Recording** | 9.2 (147 reviews) | Not enough data | 
| **Machine Learning** | 8.2 (128 reviews) | Not enough data | 
| **Call Analysis** | 8.7 (141 reviews) | Not enough data | 
| **Lead Qualification** | 7.7 (104 reviews) | Not enough data | 

#### Artificial Intelligence - Conversation Intelligence

| Feature | Clari | Planhat | 
|---|---|---|
| **Customer Scoring** | 8.1 (106 reviews) | Not enough data | 
| **Speech-to-Text** | 7.8 (141 reviews) | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Summarization** | 7.8 (30 reviews) | Not enough data | 

#### Agentic AI - Conversation Intelligence

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 6.7 (5 reviews) | Not enough data | 
| **Multi-step Planning** | 6.3 (5 reviews) | Not enough data | 
| **Cross-system Integration** | 6.7 (5 reviews) | Not enough data | 
| **Adaptive Learning** | 6.3 (5 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.3 (5 reviews) | Not enough data | 
| **Proactive Assistance** | 6.3 (5 reviews) | Not enough data | 
| **Decision Making** | 6.3 (5 reviews) | Not enough data | 

### Product Analytics

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 7.8/10 | 88 |

#### Product Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Account-Level Analytics** | Not enough data | 8.6 (81 reviews) | 
| **User-Level Analytics** | Not enough data | 8.2 (81 reviews) | 
| **Segmentation** | Not enough data | 8.9 (77 reviews) | 
| **Funnels** | Not enough data | 7.7 (66 reviews) | 
| **Alerts** | Not enough data | 8.4 (79 reviews) | 
| **Multi-Product Analytics** | Not enough data | 8.3 (67 reviews) | 
| **User Scoring** | Not enough data | 8.3 (75 reviews) | 
| **Integrations** | Not enough data | 8.5 (81 reviews) | 

#### Agentic AI - Product Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.5 (19 reviews) | 
| **Cross-system Integration** | Not enough data | 7.0 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 6.2 (17 reviews) | 
| **Proactive Assistance** | Not enough data | 6.6 (18 reviews) | 

#### Behavioral Analytics - Product Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Multi-Product Analytics** | Not enough data | Not enough data | 
| **User level Analytics** | Not enough data | Not enough data | 
| **Account level Analytics** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Funnels** | Not enough data | Not enough data | 

#### Platform Infrastructure - Product Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Cross System integrations** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### AI driven optimization - Product Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **User scoring** | Not enough data | Not enough data | 
| **Adaptive learning** | Not enough data | Not enough data | 
| **Automated insights** | Not enough data | Not enough data | 
| **Autonomous task execution** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 7.1/10 | 229 |

#### Data Sourcing

| Feature | Clari | Planhat | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.3 (182 reviews) | 
| **Expandability** | Not enough data | 8.4 (175 reviews) | 
| **Content Marketing** | Not enough data | 6.4 (139 reviews) | 
| **Multiple Devices** | Not enough data | 7.3 (141 reviews) | 

#### Intelligence

| Feature | Clari | Planhat | 
|---|---|---|
| **Marketing Metrics** | Not enough data | 6.3 (121 reviews) | 
| **Predictive Modeling** | Not enough data | 6.5 (129 reviews) | 
| **Recommendation Engine** | Not enough data | 6.5 (124 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 7.6/10 | 210 |
| **Planhat** | 7.4/10 | 128 |

#### Sales Team

| Feature | Clari | Planhat | 
|---|---|---|
| **Flexible Sales Process** | 8.3 (183 reviews) | 7.7 (89 reviews) | 
| **Training Mode** | 7.3 (163 reviews) | 7.3 (88 reviews) | 
| **Playbooks** | 7.1 (164 reviews) | 8.0 (108 reviews) | 

#### Intelligence

| Feature | Clari | Planhat | 
|---|---|---|
| **Opportunity Identification** | 8.1 (177 reviews) | 7.6 (99 reviews) | 
| **Zero-touch Renewals** | Feature Not Available | 7.4 (89 reviews) | 
| **Smart Content** | 7.5 (165 reviews) | 7.2 (86 reviews) | 

#### Mapping

| Feature | Clari | Planhat | 
|---|---|---|
| **Multiple Org Charts** | Feature Not Available | 6.9 (84 reviews) | 
| **Stakeholder Roles** | 7.3 (163 reviews) | 8.2 (99 reviews) | 

#### Agentic AI - Customer Revenue Optimization

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.0 (28 reviews) | 
| **Cross-system Integration** | Not enough data | 7.3 (28 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (28 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (28 reviews) | 
| **Proactive Assistance** | Not enough data | 6.7 (27 reviews) | 
| **Decision Making** | Not enough data | 7.2 (29 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 7.7/10 | 179 |

#### Platform Basics

| Feature | Clari | Planhat | 
|---|---|---|
| **Templates** | Not enough data | 8.0 (167 reviews) | 
| **Exporting** | Not enough data | 7.9 (152 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.2 (146 reviews) | 
| **Multiple Personas** | Not enough data | 7.7 (132 reviews) | 
| **Data Analytics ** | Not enough data | 7.8 (137 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (36 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 6.7/10 | 161 |

#### Content

| Feature | Clari | Planhat | 
|---|---|---|
| **Document Collaboration** | Not enough data | 7.2 (122 reviews) | 
| **Versioning** | Not enough data | 6.8 (102 reviews) | 
| **E-Signature** | Not enough data | 5.7 (97 reviews) | 
| **File Request** | Not enough data | 6.2 (93 reviews) | 
| **Feedback** | Not enough data | 7.1 (108 reviews) | 

#### Collaboration

| Feature | Clari | Planhat | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 6.5 (103 reviews) | 
| **Instant Messaging** | Not enough data | 6.3 (100 reviews) | 
| **Project Management** | Not enough data | 8.0 (124 reviews) | 
| **Analytics** | Not enough data | 8.0 (139 reviews) | 
| **Time Tracking** | Not enough data | 7.3 (104 reviews) | 
| **Mobile Application** | Not enough data | 4.7 (85 reviews) | 

### Revenue Operations & Intelligence (RO&I)

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 7.7/10 | 567 |
| **Planhat** | N/A | N/A |

#### Revenue Sourcing and Forecasting

| Feature | Clari | Planhat | 
|---|---|---|
| **Revenue History** | 8.2 (424 reviews) | Not enough data | 
| **Pipeline Management** | 9.0 (486 reviews) | Not enough data | 
| **Dashboard Analytics** | 8.4 (482 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 7.7 (407 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (410 reviews) | Not enough data | 
| **Predictive Forecasting** | 8.1 (388 reviews) | Not enough data | 
| **Revenue Operations Cadence** | 8.1 (359 reviews) | Not enough data | 

#### CRM Data Enrichment

| Feature | Clari | Planhat | 
|---|---|---|
| **Calendar Sync** | 7.6 (404 reviews) | Not enough data | 
| **Email Activity Capture** | 7.6 (415 reviews) | Not enough data | 
| **Conversation Intelligence** | 7.2 (385 reviews) | Not enough data | 
| **Marketing Leads** | Feature Not Available | Not enough data | 
| **Contact Capture** | 7.1 (309 reviews) | Not enough data | 

#### Account Management

| Feature | Clari | Planhat | 
|---|---|---|
| **Nonengaged Accounts** | 7.1 (362 reviews) | Not enough data | 
| **Account optimization** | 7.4 (364 reviews) | Not enough data | 
| **Historical Patterns** | 7.7 (393 reviews) | Not enough data | 
| **Rep Performance** | 8.2 (420 reviews) | Not enough data | 
| **Account Engagement** | 7.8 (338 reviews) | Not enough data | 
| **Historical Win/Loss Patterns** | 7.5 (338 reviews) | Not enough data | 

#### Agentic AI - Revenue Operations & Intelligence (RO&I)

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 6.8 (54 reviews) | Not enough data | 
| **Cross-system Integration** | 7.8 (61 reviews) | Not enough data | 
| **Adaptive Learning** | 7.3 (54 reviews) | Not enough data | 
| **Proactive Assistance** | 7.1 (55 reviews) | Not enough data | 
| **Decision Making** | 7.4 (52 reviews) | Not enough data | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 8.1/10 | 289 |

#### Onboarding Setup

| Feature | Clari | Planhat | 
|---|---|---|
| **Workflows** | Not enough data | 8.6 (252 reviews) | 
| **Templates** | Not enough data | 8.1 (256 reviews) | 
| **Checklists** | Not enough data | 8.6 (258 reviews) | 

#### Project Tracking

| Feature | Clari | Planhat | 
|---|---|---|
| **Monitoring** | Not enough data | 8.2 (235 reviews) | 
| **Resources** | Not enough data | 7.7 (201 reviews) | 
| **Content** | Not enough data | 8.0 (211 reviews) | 
| **Tasks** | Not enough data | 8.4 (255 reviews) | 
| **Optimization** | Not enough data | 7.9 (208 reviews) | 

#### Customer Engagement

| Feature | Clari | Planhat | 
|---|---|---|
| **Portal** | Not enough data | 7.7 (229 reviews) | 
| **Engagement** | Not enough data | 8.0 (224 reviews) | 
| **Branding** | Not enough data | 7.4 (213 reviews) | 
| **Visibility** | Not enough data | 8.3 (229 reviews) | 
| **Collaboration** | Not enough data | 8.1 (233 reviews) | 

### Business Scheduling

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.2/10 | 99 |
| **Planhat** | N/A | N/A |

#### Integrations

| Feature | Clari | Planhat | 
|---|---|---|
| **MS Teams Integration** | 7.3 (87 reviews) | Not enough data | 
| **Email Integration** | 8.7 (96 reviews) | Not enough data | 
| **Zoom Integration** | 8.2 (88 reviews) | Not enough data | 
| **Google Meet Integration** | 7.9 (87 reviews) | Not enough data | 
| **Salesforce Integration** | 9.1 (92 reviews) | Not enough data | 

#### Branding & Customizatio

| Feature | Clari | Planhat | 
|---|---|---|
| **Custom Booking Page** | 8.5 (88 reviews) | Not enough data | 
| **Personalized Links** | 8.6 (91 reviews) | Not enough data | 
| **Personalized Web Embed** | 8.2 (89 reviews) | Not enough data | 

#### Automatic Rules & Configurations

| Feature | Clari | Planhat | 
|---|---|---|
| **Set Working Hours** | 8.2 (89 reviews) | Not enough data | 
| **Automatic Updates** | 8.4 (91 reviews) | Not enough data | 
| **Buffer Times** | 8.1 (89 reviews) | Not enough data | 

#### Agentic AI - Business Scheduling

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.5 (8 reviews) | Not enough data | 
| **Multi-step Planning** | 8.1 (8 reviews) | Not enough data | 

### Salesforce AppExchange Apps

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.4/10 | 7 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Salesforce AppExchange Apps

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 8.6 (7 reviews) | Not enough data | 
| **Multi-step Planning** | 8.3 (7 reviews) | Not enough data | 
| **Cross-system Integration** | 8.6 (7 reviews) | Not enough data | 
| **Adaptive Learning** | 8.3 (7 reviews) | Not enough data | 
| **Natural Language Interaction** | 8.3 (7 reviews) | Not enough data | 
| **Proactive Assistance** | 8.6 (7 reviews) | Not enough data | 
| **Decision Making** | 8.3 (7 reviews) | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.1/10 | 428 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Sales Performance Management

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.7 (25 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.7 (25 reviews) | Not enough data | 
| **Proactive Assistance** | 7.7 (25 reviews) | Not enough data | 

#### Incentives

| Feature | Clari | Planhat | 
|---|---|---|
| **Badges** | 7.2 (112 reviews) | Not enough data | 
| **Triggers** | 8.2 (261 reviews) | Not enough data | 
| **Commission Calculator** | 6.8 (117 reviews) | Not enough data | 
| **Leaderboards** | 7.6 (113 reviews) | Not enough data | 

#### Personalization

| Feature | Clari | Planhat | 
|---|---|---|
| **Profiles** | 8.4 (271 reviews) | Not enough data | 
| **Custom Reports** | 8.6 (287 reviews) | Not enough data | 
| **Dashboards** | 8.9 (349 reviews) | Not enough data | 
| **Goal Setting** | 8.5 (256 reviews) | Not enough data | 

#### Administrative

| Feature | Clari | Planhat | 
|---|---|---|
| **Integration** | 9.0 (335 reviews) | Not enough data | 
| **Employee Structure** | 8.7 (274 reviews) | Not enough data | 
| **Behavior Monitoring** | 8.7 (285 reviews) | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.1/10 | 1688 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Email Tracking

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.0 (11 reviews) | Not enough data | 
| **Multi-step Planning** | 6.7 (10 reviews) | Not enough data | 
| **Cross-system Integration** | 7.3 (10 reviews) | Not enough data | 
| **Adaptive Learning** | 7.0 (10 reviews) | Not enough data | 
| **Natural Language Interaction** | 6.7 (10 reviews) | Not enough data | 
| **Proactive Assistance** | 7.2 (10 reviews) | Not enough data | 
| **Decision Making** | 7.5 (10 reviews) | Not enough data | 

#### Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Open Rates** | 9.2 (1446 reviews) | Not enough data | 
| **Link Activity** | 9.1 (1445 reviews) | Not enough data | 
| **Attachment Activity** | 9.0 (1354 reviews) | Not enough data | 

#### Customizations

| Feature | Clari | Planhat | 
|---|---|---|
| **Email Platform Integration** | 9.3 (1517 reviews) | Not enough data | 
| **Email Scheduling** | 9.3 (1467 reviews) | Not enough data | 
| **Notifications** | 9.2 (1460 reviews) | Not enough data | 
| **Email Categorization** | 9.1 (1209 reviews) | Not enough data | 
| **Templates** | 9.2 (1517 reviews) | Not enough data | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Generation** | 7.2 (168 reviews) | Not enough data | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.1/10 | 1571 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 7.4 (33 reviews) | Not enough data | 
| **Cross-system Integration** | 7.9 (33 reviews) | Not enough data | 
| **Adaptive Learning** | 7.6 (33 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.4 (32 reviews) | Not enough data | 
| **Proactive Assistance** | 7.3 (33 reviews) | Not enough data | 

#### Data Sourcing

| Feature | Clari | Planhat | 
|---|---|---|
| **Data Sourcing** | 8.3 (1132 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.1 (1167 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.1 (1118 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.7 (1334 reviews) | Not enough data | 
| **Data Segmentation** | 8.4 (1146 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Clari | Planhat | 
|---|---|---|
| **Lead Scoring** | 7.7 (1072 reviews) | Not enough data | 
| **Opportunity Scoring** | 8.3 (1235 reviews) | Not enough data | 
| **Risk Analysis** | 7.9 (1120 reviews) | Not enough data | 
| **Live Forecasting** | 8.9 (1267 reviews) | Not enough data | 

#### Sales Management

| Feature | Clari | Planhat | 
|---|---|---|
| **Live Pipeline Management** | 9.0 (1320 reviews) | Not enough data | 
| **Sales Gamification** | Feature Not Available | Not enough data | 
| **Account-Based Analytics** | 8.3 (1169 reviews) | Not enough data | 
| **Activity Tracking** | 8.5 (1294 reviews) | Not enough data | 

### Outbound Call Tracking

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.4/10 | 1003 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Outbound Call Tracking

| Feature | Clari | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | 6.7 (9 reviews) | Not enough data | 
| **Natural Language Interaction** | 7.0 (9 reviews) | Not enough data | 

#### Calling

| Feature | Clari | Planhat | 
|---|---|---|
| **Record Calls** | 8.7 (610 reviews) | Not enough data | 
| **Generate Location** | 8.7 (604 reviews) | Not enough data | 
| **Call Types** | 8.9 (672 reviews) | Not enough data | 
| **Click-to-Call** | 8.9 (691 reviews) | Not enough data | 
| **Auto Dialer** | 7.5 (12 reviews) | Not enough data | 

#### Contacts

| Feature | Clari | Planhat | 
|---|---|---|
| **Personalization** | 9.0 (768 reviews) | Not enough data | 
| **Information Locater** | 8.8 (665 reviews) | Not enough data | 
| **Record Prospect Data** | 8.9 (684 reviews) | Not enough data | 

#### Insights

| Feature | Clari | Planhat | 
|---|---|---|
| **Notes** | 9.1 (735 reviews) | Not enough data | 
| **Daily Summary** | 9.0 (723 reviews) | Not enough data | 
| **Automated Voicemails** | 8.5 (496 reviews) | Not enough data | 
| **Automated Emails** | 9.3 (763 reviews) | Not enough data | 
| **Sorts Prospects** | 8.8 (591 reviews) | Not enough data | 
| **Automated Note Taking** | 7.2 (10 reviews) | Not enough data | 

### Sales Coaching

| Product | Score | Reviews |
|---|---|---|
| **Clari** | 8.4/10 | 128 |
| **Planhat** | N/A | N/A |

#### Agentic AI - Sales Coaching

| Feature | Clari | Planhat | 
|---|---|---|
| **Multi-step Planning** | 8.1 (9 reviews) | Not enough data | 
| **Cross-system Integration** | 8.1 (9 reviews) | Not enough data | 
| **Adaptive Learning** | 8.1 (9 reviews) | Not enough data | 
| **Decision Making** | 8.5 (8 reviews) | Not enough data | 

#### Training

| Feature | Clari | Planhat | 
|---|---|---|
| **Knowledge Base** | 8.3 (100 reviews) | Not enough data | 
| **Coaching Materials** | 8.3 (102 reviews) | Not enough data | 
| **Playbook Creation** | 8.1 (93 reviews) | Not enough data | 
| **Video Record** | 8.8 (117 reviews) | Not enough data | 

#### Feedback

| Feature | Clari | Planhat | 
|---|---|---|
| **Review** | 8.8 (108 reviews) | Not enough data | 
| **Scorecard** | 8.3 (90 reviews) | Not enough data | 
| **Coaching Card** | 8.2 (89 reviews) | Not enough data | 
| **Leaderboard** | 8.3 (85 reviews) | Not enough data | 
| **Real-Time Updates** | 8.4 (95 reviews) | Not enough data | 
| **Notifications** | 8.4 (93 reviews) | Not enough data | 
| **Competition** | 8.3 (84 reviews) | Not enough data | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Summarization** | 7.4 (30 reviews) | Not enough data | 

### Revenue AI Platforms

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | N/A | N/A |

#### Agentic AI - Revenue AI Platforms

| Feature | Clari | Planhat | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 

#### Platform - Revenue AI Platforms

| Feature | Clari | Planhat | 
|---|---|---|
| **Conversation Intelligence** | Not enough data | Not enough data | 
| **Predictive Forecasting** | Not enough data | Not enough data | 
| **CRM Data Enrichment** | Not enough data | Not enough data | 
| **Actionable Insights** | Not enough data | Not enough data | 
| **Risk Flagging** | Not enough data | Not enough data | 
| **Workflow Orchestration** | Not enough data | Not enough data | 
| **Sales Coaching** | Not enough data | Not enough data | 
| **Pipeline & Deal Management** | Not enough data | Not enough data | 
| **Customer Data Capture** | Not enough data | Not enough data | 

### Predictive Analytics

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | N/A | N/A |

#### Statistical Tool

| Feature | Clari | Planhat | 
|---|---|---|
| **Scripting** | Not enough data | Not enough data | 
| **Data Mining** | Not enough data | Not enough data | 
| **Algorithms** | Not enough data | Not enough data | 

#### Data Analysis

| Feature | Clari | Planhat | 
|---|---|---|
| **Analysis** | Not enough data | Not enough data | 
| **Data Interaction** | Not enough data | Not enough data | 

#### Decision Making

| Feature | Clari | Planhat | 
|---|---|---|
| **Modeling** | Not enough data | Not enough data | 
| **Data Visualizations** | Not enough data | Not enough data | 
| **Report Generation** | Not enough data | Not enough data | 
| **Data Unification** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | Not enough data | 
| **AI Text Summarization** | Not enough data | Not enough data | 

### Data Quality

| Product | Score | Reviews |
|---|---|---|
| **Clari** | N/A | N/A |
| **Planhat** | 7.6/10 | 73 |

#### Functionality

| Feature | Clari | Planhat | 
|---|---|---|
| **Identification** | Not enough data | 7.6 (54 reviews) | 
| **Correction** | Not enough data | 7.4 (50 reviews) | 
| **Normalization** | Not enough data | 7.5 (46 reviews) | 
| **Preventative Cleaning** | Not enough data | 7.2 (49 reviews) | 
| **Data Matching** | Not enough data | 7.2 (54 reviews) | 

#### Management

| Feature | Clari | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 8.1 (61 reviews) | 
| **Automation** | Not enough data | 8.4 (62 reviews) | 
| **Quality Audits** | Not enough data | 7.2 (48 reviews) | 
| **Dashboard** | Not enough data | 8.2 (64 reviews) | 
| **Governance** | Not enough data | 8.1 (49 reviews) | 

#### Generative AI

| Feature | Clari | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.4 (31 reviews) | 
| **AI Text Summarization** | Not enough data | 6.6 (31 reviews) | 

---
## Categories
**Shared Categories (1):** [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization)

**Unique to Clari (14):** [Revenue AI Platforms](https://www.g2.com/categories/revenue-ai-platforms), [Business Scheduling Software](https://www.g2.com/categories/business-scheduling), [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i), [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Account Data Management Software](https://www.g2.com/categories/account-data-management), [Sales Coaching Software](https://www.g2.com/categories/sales-coaching), [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps), [Predictive Analytics Software](https://www.g2.com/categories/predictive-analytics)

**Unique to Planhat (9):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [Customer Success Software](https://www.g2.com/categories/customer-success), [CRM Software](https://www.g2.com/categories/crm), [Data Quality Tools](https://www.g2.com/categories/data-quality), [Client Onboarding Software](https://www.g2.com/categories/client-onboarding)


---
## Reviewer Demographics

### By Company Size

| Segment | Clari | Planhat | 
|---|---|---|
| **Small-Business** | 11.1% | 32.8% | 
| **Mid-Market** | 47.2% | 61.0% | 
| **Enterprise** | 41.7% | 6.2% | 

### By Industry

#### Clari

- **Computer Software:** 27.6%
- **Information Technology and Services:** 20.8%
- **Marketing and Advertising:** 6.2%
- **Computer & Network Security:** 4.1%
- **Financial Services:** 3.5%
- **Internet:** 2.9%
- **Education Management:** 2.9%
- **Higher Education:** 2.0%
- **Human Resources:** 1.9%
- **Telecommunications:** 1.8%
- **Other:** 26.3%

#### Planhat

- **Computer Software:** 37.2%
- **Information Technology and Services:** 18.6%
- **Marketing and Advertising:** 8.1%
- **Education Management:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 2.2%
- **Financial Services:** 2.1%
- **Internet:** 2.0%
- **Consumer Services:** 1.8%
- **Computer & Network Security:** 1.7%
- **Other:** 21.7%

---
## Alternatives

### Alternatives to Clari

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25779 reviews)
- [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3568 reviews)
- [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) — 4.5/5 stars (630 reviews)
- [Gong](https://www.g2.com/products/gong/reviews) — 4.7/5 stars (6620 reviews)
- [Aviso](https://www.g2.com/products/aviso/reviews) — 4.4/5 stars (968 reviews)
- [Terret.ai](https://www.g2.com/products/terret-ai/reviews) — 4.4/5 stars (615 reviews)
- [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) — 4.6/5 stars (574 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13789 reviews)
- [Weflow](https://www.g2.com/products/weflow/reviews) — 4.7/5 stars (103 reviews)
- [Scratchpad](https://www.g2.com/products/scratchpad/reviews) — 4.8/5 stars (1493 reviews)

### Alternatives to Planhat

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (496 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1149 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1587 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (659 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (697 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1688 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2912 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (849 reviews)

---
## Top Discussions

### Clari

- Title: [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) — 7 comments
  > **Top comment:** "In music, groove is the sense of an effect ("feel") of changing pattern in a propulsive rhythm or sense of "swing"."
- Title: [Is it possible to edit a template in-line when using gmail?](https://www.g2.com/discussions/24809-is-it-possible-to-edit-a-template-in-line-when-using-gmail) — 6 comments, 2 upvotes
  > **Top comment:** "Hi Nathan, 

Currently it isn’t possible to edit the template directly in-line when you’ve inserted it into a new message, but you can still edit this..."
- Title: [How can I get the Indian Accent/ neutral accent script?](https://www.g2.com/discussions/how-can-i-get-the-indian-accent-neutral-accent-script) — 3 comments, 1 upvote
  > **Top comment:** "This is more robotic, The more you are with Wingman it identifies your accent, or else you could ask for help with the wingman team. Have you been to there..."
- Title: [Is there a way to make changes to the scheduler on a weekly basis?](https://www.g2.com/discussions/24710-is-there-a-way-to-make-changes-to-the-scheduler-on-a-weekly-basis) — 2 comments, 1 upvote
  > **Top comment:** "Based on my experience, each time you leverage the scheduler it pulls from real time calendar availability. At this point, I don't know of an auto run..."
- Title: [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) — 1 comment
  > **Top comment:** "Groove makes it easier for reps to actually do the work, and Clari makes it easier for everyone to see what’s really going on. Groove captures all the..."

### Planhat

- Title: [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) — 2 comments *(includes official response)*
  > **Top comment:** "Comment deleted by user."
- Title: [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Martha,

Thanks for your question!

We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM..."
- Title: [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Matheus, your CSM will be in touch shortly and help you to set it up :)

"
- Title: [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Pedro,

Thanks for your question!

There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/clari-vs-planhat)