---
title: Clari Reviews
meta_title: 'Clari Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 5610 reviews by the users' company size, role or industry
  to find out how Clari works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 5610
  scale: '5'
date_modified: '2026-08-14'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Clari Reviews
**Vendor:** Salesloft  
**Category:** [Revenue Operations &amp; Intelligence (RO&amp;I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 5,610
## About Clari
Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth.



## Clari Pros & Cons
**What users like:**

- Users value the **ease of use** in Clari for forecasting, appreciating its intuitive interface and seamless updates. (722 reviews)
- Users appreciate the **ease of use** in Clari&#39;s Forecasting, allowing quick updates and excellent tracking against quotas. (486 reviews)
- Users appreciate Clari for its **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and visibility in sales opportunities. (365 reviews)
- Users find the **Salesforce integration** invaluable for streamlined data management and enhanced forecasting capabilities within Clari. (326 reviews)
- Users find Clari **incredibly helpful** for easy forecasting and effective revenue management, simplifying admin tasks significantly. (287 reviews)
- Users value the **forecasting ease** of Clari, enabling efficient sales meetings and quick updates without distraction. (280 reviews)
- User Interface (270 reviews)
- Users appreciate the **intuitive design** of Clari, fostering seamless navigation and efficient updates for better decision-making. (246 reviews)
- Efficiency (221 reviews)
- Time-saving (192 reviews)

**What users dislike:**

- Users experience **customization limitations** with Clari, making it difficult to meet unique business needs effectively. (186 reviews)
- Users find **limited customization** in Clari, hindering tailored solutions for unique business needs and team insights. (150 reviews)
- Users experience a **steep learning curve** with Clari due to initial configuration and a confusing UI layout. (147 reviews)
- Users find **missing features** in Clari, with limitations in filtering, customization, and mobile app functionality affecting their experience. (147 reviews)
- Users experience **inconsistent Salesforce data reflection** in Clari, leading to confusion and potential errors in reporting. (131 reviews)
- Users find the **navigation unintuitive** , creating a steep learning curve and confusion for new users. (102 reviews)
- Users face **integration issues** with Clari, wishing for more control and efficiency without relying solely on Salesforce. (97 reviews)
- Overwhelming (97 reviews)
- Dashboard Issues (95 reviews)
- Inaccurate Forecasting (93 reviews)

## Clari Reviews
  ### 1. While Clari can help in sales forecasting, but has limited insights

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 31, 2020

**What do you like best about Clari?**

Clari does a good job at taking many sales people's forecasts and then consolidating them together with pretty reports and graphs.

**What do you dislike about Clari?**

Unfortunately, these pretty reports are more colorful than valuable. The "predictive" weighting and predictions were rarely that insightful, and sales management typically had a much more accurate view on where sales would end up at the end of the quarter.

**What problems is Clari solving and how is that benefiting you?**

The problem Clari solved was to take many sales people's forecasts and then present nice  reporting interface that would rollup everyone's information into high level reports appreciated by senior management.

  ### 2. Decent product for Sales Rep, good product for leadership

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 16, 2020

**What do you like best about Clari?**

It easy to sync Clari with SalesForce and have data flow between the two platforms

**What do you dislike about Clari?**

A lot of what Clari does from a Sales Rep perspective is redundant to SalesForce and at times feels like more admin work. However, I do understand the benefit of reviewing the data from Leadership's perspective and have an easy centralized place to review opportunities and forecasting updates.

**What problems is Clari solving and how is that benefiting you?**

Seeing everyone's opps and progress in one centralized place is super helpful.

  ### 3. Groove adds consistency to customer reach outs.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2020

**What do you like best about Clari?**

The flows make it easier to reach out to customers quicker.

**What do you dislike about Clari?**

I do not like the mass emails because I do not use them.

**Recommendations to others considering Clari:**

Make sure that you become familiar with all the ways it can help.

**What problems is Clari solving and how is that benefiting you?**

Reaching out to a large amount of customers without tedious account research prior to.

  ### 4. Wingman offers basic help

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2020

**What do you like best about Clari?**

Battlecards(nothing new), not too sure if experienced reps can find it useful. Its a fancy toy that organizations want to explore.

**What do you dislike about Clari?**

Color scheme could've been a little better and pleasing to the eyes.

**What problems is Clari solving and how is that benefiting you?**

We're not solving any new problem with Wingman, its a simple assistant to record your calls and throw up battlecards live while on calls.

  ### 5. Jordi Garcia Review

**Rating:** 2.5/5.0 stars

**Reviewed by:** Jordi G. | Iberia System Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** November 11, 2019

**What do you like best about Clari?**

Integration with salesforce and filters mode.

**What do you dislike about Clari?**

graphics and summary view to collaborate with team mates

**What problems is Clari solving and how is that benefiting you?**

business visibility, manage multiple opportunities in a single dashboard

  ### 6. Regional Inside Sales Manager 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 20, 2019

**What do you like best about Clari?**

Information is already consolidated into 1 page. Easy to read

**What do you dislike about Clari?**

Not able to "customize" to individual view, or add new "modules"

**Recommendations to others considering Clari:**

NA

**What problems is Clari solving and how is that benefiting you?**

Had provided me with a roll up view of all the inside sales forecast in SFDC

  ### 7. Awesome tool

**Rating:** 3.0/5.0 stars

**Reviewed by:** Danny P. | Strategic Partnerships Co- Ordinator - Business Development at Synup, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 08, 2019

**What do you like best about Clari?**

Helps provide information on what we missed out in a call also helps improve the sales pitch 

**What do you dislike about Clari?**

none for now .......................................

**Recommendations to others considering Clari:**

none

**What problems is Clari solving and how is that benefiting you?**

none

  ### 8. Ok product 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 01, 2019

**What do you like best about Clari?**

It helps my boss with forecasting the entire team and we can update the total for when major changes happen. 

**What do you dislike about Clari?**

 I find it cumbersome to use and constantly updating another software seems unnecessary to me.  

**What problems is Clari solving and how is that benefiting you?**

Forecasting had become easier but with so many accounts its hard to pinpoint sometimes. 

  ### 9. Groove

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 30, 2018

**What do you like best about Clari?**

It's a decent platform - the thing that I enjoy is that you work through tasks on a flow/sequence base. Other platforms just display all tasks that are due without regards to the flow/sequence, which makes your day very disjointed in terms of outreach. I really appreciate Groove's layout here.

**What do you dislike about Clari?**

It takes too long to load into tasks - if I have prospects on every different step of a flow, it takes forever to go through tasks and send emails. Also need to work on the new Groove interface - it looks pretty but while I was using it, a bug caused all of my emails to send with no copy at all. Just blank emails. Switching between active flows and due flows also takes a long long time. The analytics are really annoying to track - I can't look at a particular email and see how/when a prospect interacted with it, I have to look in Salesforce for that info even though the data comes from Groove.

**What problems is Clari solving and how is that benefiting you?**

Using Groove currently for both outbound and inbound communication.

  ### 10. The Clari experience

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 30, 2018

**What do you like best about Clari?**

I like the quick syncing to Salesforce. No need to wait at all. Clair's support team is also amazing. They blaze through tickets. I've never seen ticket responses so quickly.

**What do you dislike about Clari?**

How-to's are a little difficult to follow, especially in the user admin interface. Usability isn't the most straight forward. 

**What problems is Clari solving and how is that benefiting you?**

Reporting is instant. Forecasting is also spot on.

  ### 11. Overall solid product, but not the most user friendly. 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.)

**Reviewed Date:** October 26, 2018

**What do you like best about Clari?**

Great way to share templates and ensure that the team is able to be more efficient. Also helpful that it integrates into SFDC to save reps from needing to log the activity manually. 

**What do you dislike about Clari?**

Don't think that reps feel confident about the tool. Things like creating flows and reviewing the data is not that easy. Ideally, there would be more training videos on how to best take advantage of the Groove functionality. 

**What problems is Clari solving and how is that benefiting you?**

Making sure that the team is using the same email templates and doing what we can to ensure reps are being as efficient as possible. 

  ### 12. Helpful but can look unnatural

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2018

**What do you like best about Clari?**

Groove allows you to stay organized with your prospecting and breeze through your daily tasks. It puts everything in one place and shows your metrics about who is opening and sharing your emails. 

**What do you dislike about Clari?**

Email formatting in Groove does not mimic what it looks like in an inbox. Font sizes are different and spacing can look a little strange. It also does not format properly with your email signature and can make it look like you were copying/pasting the same outreach. 

**What problems is Clari solving and how is that benefiting you?**

Tracking prospecting and improving production. It is much more efficient and you can stay on top of workloads and track progress. 

  ### 13. Awesome APP

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 25, 2018

**What do you like best about Clari?**

I like how easy it is to simply click and dial. I love the call tracking. All around great application

**What do you dislike about Clari?**

There isnt anything I disslike about the app

**Recommendations to others considering Clari:**

utilize it!

**What problems is Clari solving and how is that benefiting you?**

being able to follow my calls and time I have been on the phone with the client. Also love the email tracking 

**Official Response from Ha NGUYEN:**

> Hi there, thank you so much for your feedback. We glad that you have been enjoying the call tracking feature and find Groove easy to use. Is there anything in particular we can improve to help you having a better experience?

  ### 14. Clari

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer Hardware | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 24, 2018

**What do you like best about Clari?**

It has some easy to use features and very intuitive and useful. I think on training it was pretty functional for teams especially to use. 

**What do you dislike about Clari?**

I don’t really dislike anything I think it does a good job of predicting pipeline and forecasting especially what sales teams need to be effective and on target. 

**What problems is Clari solving and how is that benefiting you?**

Def helps manage and provide more clear insights on our deals and forecasting management!

  ### 15. Very streamlined and clean looking.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** October 23, 2018

**What do you like best about Clari?**

Simple and clean looking. Not cluttered. Easy to navigate

**What do you dislike about Clari?**

I wish it could do more around SFDC integration

**Recommendations to others considering Clari:**

exceeds needs for sales forecasting

**What problems is Clari solving and how is that benefiting you?**

Sales forecasting

  ### 16. Groove is great for SMB 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2018

**What do you like best about Clari?**

The team - as a manager of an ops team, I have never worked with a vendor with stronger support or a more attentive team. 

**What do you dislike about Clari?**

The core functionality is strong, but they have some feature gaps around reporting and automation I would prefer to have. I know they are actively addressing these. 

**What problems is Clari solving and how is that benefiting you?**

Driving sales activity. Our reps have been able to automate their follow up outreach by using their platform 

  ### 17. Groove has a great design but some of the features don;t work and are inaccurate. 

**Rating:** 2.5/5.0 stars

**Reviewed by:** Nicholas D. | Account Executive - Mid Market, Internet, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2018

**What do you like best about Clari?**

The template manager.  I also like the way that you can share templates with the team.  

**What do you dislike about Clari?**

The email tracking is not as accurate as YesWare.  It's also not very intuitive to use the campaigns or "Flows."

**What problems is Clari solving and how is that benefiting you?**

N/A

  ### 18. Its aightttt

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 26, 2018

**What do you like best about Clari?**

the functionality and templating is intuitive. I love that you can collaborate on templates

**What do you dislike about Clari?**

some of the scheduling and CRM features suck. You def need a diff CRM too to track and make sure your following along your outreach cadence

**What problems is Clari solving and how is that benefiting you?**

easily sharing and sending concise - targeted messages 

  ### 19. Clean interface to help forecasting. 

**Rating:** 3.0/5.0 stars

**Reviewed by:** Chris M. | Account Executive, Internet, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2016

**What do you like best about Clari?**

Intuitive UI to slice and dice your opportunities. Easy to view and filter the data multiple ways.

**What do you dislike about Clari?**

Nothing major yet. Still need to see the full value for me as a user over my normal workflows in SFDC. 

**Recommendations to others considering Clari:**

Consider Clari if you have a complex sales cycle and need the team to improve on forecast accuracy. 

**What problems is Clari solving and how is that benefiting you?**

Easier to roll up forecasting to management. Saves some time there. 


## Clari Discussions
  - [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
  - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote
  - [How can I create a custom list of contacts that is uploaded on the groove permanently. I want to update it frequently as new contacts come in and also I want to categorize them so that I can pick a specific category and shoot my emails at once.](https://www.g2.com/discussions/how-can-i-create-a-custom-list-of-contacts-that-is-uploaded-on-the-groove-permanently-i-want-to-update-it-frequently-as-new-contacts-come-in-and-also-i-want-to-categorize-them-so-that-i-can-pick-a-specific-category-and-shoot-my-emails-at-once) - 1 comment, 1 upvote
  - [When can we see this?](https://www.g2.com/discussions/when-can-we-see-this) - 1 comment, 1 upvote
  - [Schedule emails](https://www.g2.com/discussions/schedule-emails) - 1 comment, 1 upvote

- [View Clari pricing details and edition comparison](https://www.g2.com/products/clari/reviews?filters%5Bnps_score%5D%5B%5D=3&page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A12%3A56+-0500&secure%5Bsession_id%5D=919713ad-c22b-4f62-9f28-4fe7794e7d7f&secure%5Btoken%5D=69b9576600545ac7c5be036c8810f63d892a75cd543b143b4dbdc469f757ccc0&format=llm_user)
## Clari Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Okta](https://www.g2.com/products/okta/reviews)
  - [Planhat](https://www.g2.com/products/planhat/reviews)
  - [Salesflare](https://www.g2.com/products/salesflare/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews)
  - [Webex Calling](https://www.g2.com/products/webex-calling/reviews)
  - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews)
  - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## Clari Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Lead Intelligence**
- Market Insights 
- Account-level Insights 
- Lead Analysis 

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Call Analytics**
- Call Recording
- Machine Learning
- Call Analysis
- Lead Qualification
- Trend Analysis
- Real-Time Data
- AI/Machine Learning

**Sales Team**
- Flexible Sales Process
- Training Mode
- Playbooks

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Integrations**
- MS Teams Integration
- Email Integration
- Zoom Integration
- Google Meet Integration
- Salesforce Integration
- Third-Party Integrations

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Agentic AI - Sales Coaching**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making
- AI/Machine Learning
- Third-Party Integrations

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Statistical Tool**
- Scripting
- Data Mining
- Algorithms

**Lead Management**
- Segmentation 
- Predictive Scoring 
- Account Identification 

**Training**
- Knowledge Base
- Coaching Materials
- Playbook Creation
- Video Record

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Artificial Intelligence - Conversation Intelligence**
- Customer Scoring
- Speech-to-Text
- Sentiment Analysis

**Intelligence**
- Opportunity Identification
- Smart Content

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Contact Capture

**Branding & Customizatio**
- Custom Booking Page
- Personalized Links
- Personalized Web Embed
- Online Booking
- Room Booking

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Data Analysis**
- Analysis
- Data Interaction
- Time Series Analysis
- Trend Analysis

**Marketing Campaigns**
- Omni-Channel Tracking 
- Revenue Planning 
- Media Attribution 
- Opportunity Timeline 
- Customization 

**Feedback**
- Review
- Scorecard
- Coaching Card
- Leaderboard
- Real-Time Updates
- Notifications
- Competition

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data
- Contact Management

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**Mapping**
- Stakeholder Roles

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Automatic Rules & Configurations**
- Set Working Hours
- Automatic Updates
- Buffer Times
- Real-Time Updates

**Generative AI**
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Sales Management**
- Live Pipeline Management
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Decision Making**
- Modeling
- Data Visualizations
- Report Generation
- Data Unification
- Customizable Reports

**Campaign Execution**
- Website Personalization 
- Prioritized Accounts 
- Trending Accounts 
- Email Campaigns 

**Insights**
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
- Automated Note Taking
- AI/Machine Learning

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Generative AI**
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Social Media Integration
- Website Integration

**Agentic AI - Conversation Intelligence**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Forecasting

**Agentic AI - Customer Revenue Optimization**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Business Scheduling**
- Autonomous Task Execution
- Multi-step Planning

**Additional Functionality**
- Performance Metrics
- Keyword Filtering
- Natural Language Processing
- For Contact Centers
- Reporting & Statistics
- Call Tracking
- Alerts/Notifications
- AI Copilot
- Automatic Transcription
- Playbooks
- Employee Coaching Tools
- Text Mining
- Trend/Problem Indicators
- Notes Management
- Retention Tracking
- Feedback Management
- Recommendations
- Dashboard
- Multi-Channel Communication
- Access Controls/Permissions
- Compliance Tracking
- API
- Rules-Based Workflow
- Intent Recognition
- Tagging
- Collaboration Tools
- Prioritization

**Additional Functionality**
- Performance Metrics
- Feedback Management
- AI Copilot
- Reporting & Statistics
- Mobile Access
- Collaboration Tools
- Gamification
- Automatic Transcription
- Call Recording
- Sales Reports
- Real-Time Analytics
- Commenting/Notes
- Built-in Course Authoring
- Learning Paths/Tracks
- Assessment Management
- Video Conferencing
- Conversation Intelligence
- Call Monitoring
- Goal Setting/Tracking
- Workflow Management
- Learning Management
- Content Management
- Training Management
- Document Management
- Content Library
- Recommendations
- Activity Dashboard
- Call Tracking
- Performance Management
- Onboarding
- Search/Filter

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Additional Functionality**
- Task Scheduling
- Customizable Branding
- Customizable Fields
- Reminders
- Shift Swapping
- Automated Scheduling
- Drag & Drop
- Mobile Access
- Real-time Scheduling
- Multi-Location
- Personalization and Recommendation
- Access Controls/Permissions
- Resource Scheduling
- Activity Tracking
- Timesheet Management
- Availability Management
- API
- Absence Management
- Self Service Portal
- Generative AI
- Calendar Management
- Real-Time Notifications
- Class Scheduling
- Employee Scheduling
- Facility Scheduling
- Booking Management
- User Management
- Employee Management
- Alerts/Notifications
- Reporting & Statistics
- Group Scheduling
- Customer Database
- Appointment Scheduling
- Time Zone Tracking
- AI Copilot
- Calendar Sync

**Additional Functionality**
- Meeting Management
- AI Copilot
- Reminders
- Recommendations
- Lead Distribution
- Workflow Management
- Performance Management
- Dashboard
- Email Management
- Lead Management
- Activity Tracking
- Email Templates
- Third-Party Integrations
- Customizable Fields
- Sales Pipeline Management
- Generative AI
- Automatic Call Distribution
- Call Monitoring
- Lead Capture
- Deal Management
- Call List Management
- Multi-Channel Communication
- Call Recording
- For Contact Centers
- CRM
- Data Management
- Calendar Management
- Chat/Messaging
- Lead Qualification
- API
- Task Management
- Interaction Tracking
- Reporting & Statistics

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Account Data Management**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Additional Functionality**
- Demand Forecasting
- AI/Machine Learning
- Drag & Drop
- For Healthcare
- Forecasting
- Data Extraction
- Third-Party Integrations
- Decision Support
- Modeling & Simulation
- Alerts/Notifications
- Reporting/Analytics
- Multiple Data Sources
- For Retail
- For Education
- Data Discovery
- Graphical Workflow Editor
- Performance Metrics
- Business Rules Management
- AI Copilot
- Natural Language Processing
- Data Transformation
- Data Clustering
- API
- Data Blending
- Data Classification
- Workflow Management
- Workflow Automation

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

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