Clari Reviews & Product Details

The real-time coaching and "Battlecards" are game-changers. When I’m on a customer call and a competitor or a technical integration comes up, having Copilot surface the right talking points instantly keeps the conversation fluid. It allows me to stay present and maintain eye contact (digitally speaking) rather than scrambling through my notes or internal Wikis. Additionally, the automated summaries and action item extraction save me hours of manual data entry into our CRM, ensuring our relationship history is always accurate. Review collected by and hosted on G2.com.

The "Live Coaching" prompts can occasionally be a bit sensitive—sometimes it flags "filler words" when I'm just pausing to let a customer finish a thought. I’d love to see more granular customization for the CS lifecycle specifically, distinguishing between a "Sales Discovery" call and a "Success QBR," as the conversational cues for those can be very different. Review collected by and hosted on G2.com.

Clari delivers excellent revenue forecasting and clear pipeline visibility, helping teams predict deals more accurately. Its AI-driven insights automatically capture sales activities from emails, calls, and CRM data, so key updates don’t get missed. The platform also strengthens sales team accountability and makes deal tracking easier, all within one centralized dashboard.

Once you get used to it, the ease of use is pretty good, and I end up using it frequently to track deal progress.It also integrates well with CRM tools, so the ease of integration makes it easier to keep data updated automatically. Review collected by and hosted on G2.com.

What I don’t like is that it can feel a bit heavy and confusing at first, especially while you’re learning the interface. Some views take time to get used to, and at times it seems like there are too many fields or steps for what should be simple updates.

The initial setup and implementation can also take a while, particularly for new teams. In the beginning, the platform comes across as complex because there are so many features and different views to navigate. It takes some time to fully understand the workflow and feel comfortable using it day to day. Review collected by and hosted on G2.com.

I can say that Clari is a financial platform that stands out for its advanced features for monitoring the growth and commercial performance of all your business's financial processes, improving the supervision of your sales and commercial operations.

In addition, Clari offers the most advanced and modern resources to analyze your financial transactions and predict the best results for your business's commercial interests, allowing you to prepare for any changes in your financial performance. Review collected by and hosted on G2.com.

I can't think of anything negative or unfavorable related to Clari's financial features and resources, my experience has been positive and professional and I am satisfied with the use of each of its digital features. Review collected by and hosted on G2.com.

I use Clari mainly for recording my calls and getting the notes that are generated after meetings. It's super easy to use and very low maintenance. I just have it running in the background, and it does everything for me. As a CSM who takes a lot of customer calls, Clari really helps me manage all my calls for future references by recording them and sending me the goals and action items directly in my Slack. The initial setup was super easy and self-explanatory. There's no major integration required, and everything gets integrated and synced with just one button click. Review collected by and hosted on G2.com.

I think overall it works good. If it could just integrate more with some other tools, that would be helpful. Review collected by and hosted on G2.com.

My experience using Clari's administrative functions has been very positive and professional, it is software that adapts in an advanced way to all my business practices and gives me the financial control I need to ensure the proper functioning of my company's finances.

In addition, Clari is a very useful business software for detecting risks related to your business's financial processes, solving problems and improving the security of all your commercial assets. Review collected by and hosted on G2.com.

I am very satisfied with Clari's financial functions, I think it is an excellent software that allows me to improve the entire administrative management of my business. Review collected by and hosted on G2.com.

Clari is great for forecasting and with it's co-pilot, it allows us one to coach the team members what they need to do. The UX has been good for the most part and we like the grid format that they have for forecasting. It connects to everything that we would want it to and has had a team to support us whenever we had any issues with the system including a team to work out any kinks that we may have had. Review collected by and hosted on G2.com.

For co-pilot, it doesn't automatically share the calls with customers and you can't share calls in bulk. It is one by one which is annoying. And the fact that we had to have some basic features that we should be able to adjust like categories; that required their team to help us do. Review collected by and hosted on G2.com.

Clari's UI is clean, intuitive and built for busy sales leaders like myself. I can quickly move from a high level forecast view into deal level details without clicking through endless menus. The dashboards are easy to customize and reps actually use them which says a lot. It presents complex revenue data in a way that is easy for me to digest during fast paced forecast calls. I like that it automatically pulls data from multiple internal and external sources to give me a single reliable view of pipeline and forecast. I can easily and securely export and share data with executives, finance and others. Clari platform is consistently fast and has been a rock solid, even during peak usage around end of quarter forecasting, it holds up well. Review collected by and hosted on G2.com.

When it comes to pricing, it is definitely an investment but i waste less time debating data and more time taking action. Review collected by and hosted on G2.com.

What I like most about Clari is how it makes revenue forecasting much more reliable. Instead of depending on gut feel or manually updated CRM fields, it pulls in real activity data to give a clearer picture of which deals are actually likely to close. That level of accuracy helps reduce surprises at the end of the quarter. Review collected by and hosted on G2.com.

What you might not like about Clari is that it can feel heavy to implement and adopt at first. It relies a lot on clean CRM data and consistent usage, so if your Salesforce (or other CRM) isn’t well maintained, the insights won’t be as reliable. That can create friction early on while teams adjust their processes. Review collected by and hosted on G2.com.

Predicting and visualizing your business's financial processes is much easier and more professional with Clari's modern virtual capabilities, facilitating the management of your income and the automated recording of all your commercial sales.

In addition, Clari facilitates detailed analysis of all your transactions and financial operations, improving decision making and the proper functioning of your business's entire financial structure. Review collected by and hosted on G2.com.

I am satisfied with the technical performance of all of Clari's digital functions and capabilities, my experience has been professional and secure, it is a system that I recommend for its business usefulness. Review collected by and hosted on G2.com.

I really appreciate the AI call summaries, which let me, as a marketer, quickly find key details like “how did this prospect hear about us?”, “what do they dislike about their current solution?”, or “who are they using now?”.

Additionally, I’ve used other call-summary tools like Gong, but I enjoy the Clari interface. Clean, easy to read, syncs with HubSpot easily. It's a good tool. Review collected by and hosted on G2.com.

Searching through calls can feel a bit limiting. The search filters don’t seem nearly as intelligent as the call summaries. You still have to narrow down calls using conditional logic, which isn’t necessarily a dealbreaker, but it can add friction when you’re trying to find something specific. Review collected by and hosted on G2.com.