--- 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: '2026-08-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Clari Reviews **Vendor:** Salesloft **Category:** [Revenue Operations & Intelligence (RO&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'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. Clari Platform Review from a RevOps Perspective **Rating:** 5.0/5.0 stars **Reviewed by:** Matt D. | Sales Technology Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Clari?** From an operations standpoint, Clari adds structure and consistency to forecasting in a way that’s hard to achieve with native Salesforce alone. The inspection tools, activity tracking, and snapshot history provide a clearer view of deal progression and rep behavior over time, which helps diagnose gaps and reinforce adherence to the sales process. When everything is running smoothly, it cuts down on manual effort and creates a single place to align forecasts across sales, RevOps, and leadership. Clari also integrates well into the broader sales tech stack, particularly through its tight connection to Salesforce and its alignment with tools like Salesloft. That makes it easier to tie together pipeline health, seller activity, and forecast outcomes in one view, which is essential for managing performance and making informed decisions. **What do you dislike about Clari?** Clari can sometimes introduce complexity when it comes to aligning with Salesforce processes and controls. In scenarios where behavior differs between the two systems, it can create challenges in maintaining a fully consistent source of truth. This often requires additional monitoring and operational effort to ensure data accuracy and alignment across systems. There are also areas where increased flexibility and administrative control would be helpful. Certain configurations or edge cases, such as forecast calculations or currency handling, are not always easily adjustable on our end. When those situations come up, it can lead to a heavier reliance on support and longer turnaround times than we would ideally like. From a user perspective, reliability and performance are especially important given how central Clari is to forecasting and pipeline reviews. When there are occasional disruptions or latency issues, it can impact user confidence and engagement, particularly during critical reporting periods. Clari also benefits from consistent reinforcement to drive adoption across teams. While it provides strong capabilities, realizing the full value depends on ongoing enablement and alignment on how the platform is used. Without that consistency, there can be some variability in how teams engage with it, which adds overhead for RevOps to maintain alignment. Overall, the opportunity areas tend to center around improving flexibility, strengthening alignment with Salesforce controls, and continuing to enhance reliability. Addressing these would make it easier to fully realize the value Clari is designed to provide. **What problems is Clari solving and how is that benefiting you?** Clari solves for inconsistent visibility and accountability in pipeline and forecasting by standardizing how data is inspected, forecasts are built, and deals are reviewed across the sales org. It provides a centralized view into pipeline health, activity, and deal progression, making it easier to identify risk early and align rep sentiment with actual deal signals. This reduces reliance on manual reporting, improves efficiency for RevOps, and enables more structured, consistent forecast conversations. As a result, it drives better forecast accuracy, earlier intervention on at-risk deals, and stronger alignment between sales leadership, managers, and reps. ### 2. Effortlessly Manage Calls with Clari **Rating:** 5.0/5.0 stars **Reviewed by:** Aditi S. | Lead Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** I think overall it works good. If it could just integrate more with some other tools, that would be helpful. **What problems is Clari solving and how is that benefiting you?** I use Clari to record my calls and generate notes post-meetings. It helps me manage calls for future reference and provides goals and next steps for future calls. ### 3. Groove is great for tracking engagement with many benefits. If sharing was easier it would be #1 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2023 **What do you like best about Clari?** I really appreciate how much more seamless the Clari and Groove integration has become. Having cadences, open tracking, and customer engagement analytics truly consolidated into a single pane of glass makes daily outreach so much more efficient. Compared to clunkier alternatives like Yesware, the interface feels incredibly polished, intuitive, and built for a modern sales workflow. **What do you dislike about Clari?** The overall system works well, but template discoverability needs improvement. Currently, default templates default to 'private' mode, creating unnecessary friction when trying to share or find resources across the team. Automatically defaulting templates to 'public' or 'team-visible' would significantly improve collaboration and save a lot of search time. **What problems is Clari solving and how is that benefiting you?** Groove allows me to track engagement, opens, acitivity of emails, send and track cadences so I'm conisistently active with my customers. It helps me keep a pulse on my actovity to make sure I don't miss anything. ### 4. Monitor the growth of your revenue and financial processes with Clari's advanced features. **Rating:** 5.0/5.0 stars **Reviewed by:** Karen C. | Content Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** Clari is the financial platform that has allowed me to improve the overall management of my business's finances, improving the visualization and control of all our commercial operations and facilitating the management and analysis of each of our commercial sales. ### 5. Improve the management of your business's administrative and accounting processes with Clari. **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie C. | Cybersecurity Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** As a frequent user of Clari's financial features and solutions, I can say that it is the software that has allowed me to improve the accounting of all my company's administrative processes, facilitating the control of our commercial sales and reducing the financial risks related to our financial assets. ### 6. Clari Makes Forecasting Easy with Great UX and Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** Forecasting and quota attainment tracking. It helps with data visualizations and efficiencies in our meetings. Co pilot helps the record and transcribe the calls. It also allow managers to coach the team. ### 7. Strong ROI through better Planning and Attribution **Rating:** 4.5/5.0 stars **Reviewed by:** Roshini T. | sales manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** When it comes to pricing, it is definitely an investment but i waste less time debating data and more time taking action. **What problems is Clari solving and how is that benefiting you?** With clari's omni-channel tracking, i get clear visibility into how prospects are engaging across channels like video, mobile and social. Instead of looking at each channel in isolation, I can see the full picture of what's influencing pipeline creation which helps me align better with marketing and focus on what actually drives revenue. Media attribution capabilities helps me understand which campaigns and initiatives are truly performing. this solves the problem of unclear credit across teams and channels and lets me invest more in what's working while adjusting quickly on what isn't. ### 8. Predict and visualize your financial operations with Clari's modern virtual capabilities. **Rating:** 5.0/5.0 stars **Reviewed by:** Jared P. | Data Protection Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** As a frequent user of Clari's virtual capabilities and functions I have been able to improve the analysis and prediction of all my organization's financial operations, improving the management of all our financial resources and assets and obtaining better results in the execution of all our commercial projects. ### 9. Improving operational performance and forecast accuracy **Rating:** 4.5/5.0 stars **Reviewed by:** Geetha K. | Senior program manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about Clari?** I find greatest value in how Clari effectively brings data, insights and execution together into a single reliable revenue operating system. The insights are very easy to consume through highly interactive dashboards and multi device data visualization enabling me and my stakeholders to access the same trusted view whether I'm in a forecast call, business reviews or on the go. It seamlessly integrates data from across systems and turn it into a fast high performance dependable operating foundation. Features like live forecasting and live pipeline management ensure that forecasts stay current and that i can trace changes across the pipeline in real time. Opportunity scoring and risk analysis help quickly assess deal health and proactively identify accounts that may be at risk. **What do you dislike about Clari?** So far so good, ongoing support is responsive and knowledgeable making it easy to resolve questions and continuously unlock more value as usage matures. **What problems is Clari solving and how is that benefiting you?** With Clari in place, I significantly reduced time spent on manual reporting and data reconciliation. Forecast accuracy and confidence improved as I aligned around a single trusted source of truth. It transformed revenue operations by converting complex and disconnected data into actionable insights that directly supported execution and strategic planning. ### 10. Awesome sales tool **Rating:** 5.0/5.0 stars **Reviewed by:** Tony P. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2020 **What do you like best about Clari?** Its just simple, and it gives you great data to be able to plan and forecast effectively. **What do you dislike about Clari?** I haven't thought of anything yet. It dies a kot already **Recommendations to others considering Clari:** If you use next steps, you will be on top of all deals even for out quarters. My next step date is my filter, every day I login all my next steps are listed. **What problems is Clari solving and how is that benefiting you?** In able to stay on top of all deals. It allows me to very quickly clean up the "fake ones" or the ones who just aren't ready yet. With nothing slipping out of site, I'm on top of deals and can move deals along faster. ### 11. One of the best outreach tool for sales professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin Mark T. | Business Development Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2023 **What do you like best about Clari?** We have been using it for our end to end outreach, and the whole cadence has become smooth. There are no misses when reaching a prospect all thanks to Clari. **What do you dislike about Clari?** I don't think there is any scope left, the system is perfect for our outreach. **What problems is Clari solving and how is that benefiting you?** There are no missed opportunities when reaching out to a prospect, all thanks to Clari. It can now even track emails sent via Gmail or Outlook. It gives me insight into the emails I send to my prospects, including how many times someone has opened or viewed them, and whether they clicked a link in the email. ### 12. Boost the efficiency and control of all your financial processes with Clari's digital features. **Rating:** 5.0/5.0 stars **Reviewed by:** adrian C. | Instructional Designer, Enterprise (> 1000 emp.) **Reviewed Date:** February 15, 2026 **What do you like best about Clari?** As a user of Clari's digital features, I can say that it is a reliable and secure platform for managing all your financial processes and boosting the administration of your business assets. I can also say that Clari stands out for its digital integration features, facilitating the connection between your electronic payment systems and all your administrative functions, improving the visualization and management of your financial processes. **What do you dislike about Clari?** I have nothing bad to say about Clari's digital features and resources, I think it is a financial platform that has no flaws in the operation of aall its digital solutions. **What problems is Clari solving and how is that benefiting you?** Thanks to the use of Clari's financial features and tools, I have been able to effectively boost all my financial processes, facilitating the management of my finances and business expenses and improving the administration of all my financial resources. ### 13. Efficiency, security and financial growth with Clari's digital solutions. **Rating:** 5.0/5.0 stars **Reviewed by:** Martin P. | Applications and Training Systems Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** February 17, 2026 **What do you like best about Clari?** Clari offers the best operational performance features to improve the security and efficiency of all your company's finances, promoting the growth of your business practices and the responsible management of all revenue derived from your sales. In addition, I can also say that Clari offers a quick and interactive initial registration process, facilitating the user experience of each of its financial capabilities. **What do you dislike about Clari?** In my opinion, Clari is a system that has no flaws or problems in the operation of all its systems, I am very satisfied with the quality and performance of all its virtual work functions. **What problems is Clari solving and how is that benefiting you?** Clari is the system that has allowed me to solve various problems related to the administration and management of all my company's income, improving our financial security and allowing us to find the growth and financial security we need. ### 14. The overall experience is intuitive and user-friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Clari?** Clari has evolved into a powerhouse revenue platform that acts as the "nervous system" for modern sales organizations by merging forecasting with active engagement. Its primary strength lies in its predictive AI, which offers eerily accurate projections and real-time visibility into exactly why deals are slipping or growing. While the recent Salesloft integration and new AI agents make it a seamless "all-in-one" solution for enterprise teams, the platform’s high price tag and setup complexity can be a hurdle for smaller startups. Ultimately, it is the gold standard for leaders who want to eliminate end-of-quarter surprises and enforce strict CRM discipline across their entire department. **What do you dislike about Clari?** Despite recent updates, the UI can still feel clunky and unintuitive, particularly for new users. Navigating between different modules like forecasting, deal inspection, and the newer Copilot (conversation intelligence) often requires excessive clicks, which can frustrate daily users like frontline reps. **What problems is Clari solving and how is that benefiting you?** The platform seamlessly aggregates data from multiple sources, including CRM, emails, calendars, and more, providing a comprehensive view of our sales pipeline and activities. This holistic approach allows us to gain deep visibility into our sales processes, identify bottlenecks, and make informed decisions to drive revenue growth. ### 15. Connect and manage your income and financial processes with Clari's advanced features. **Rating:** 5.0/5.0 stars **Reviewed by:** Bronno W. | IT System Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2026 **What do you like best about Clari?** I can say that Clari is a high performance, technically reliable program for connecting all the financial processes I carry out with my banking systems, facilitating the management and monitoring of all sales derived from my business's commercial processes. In addition, I can also say that Clari stands out for its innovative and personalized customer service, improving the experience and overall use of all its digital capabilities. **What do you dislike about Clari?** I can't think of anything negative related to Clari's digital features and resources, my experience has been completely favorable and professional and I am very satisfied. **What problems is Clari solving and how is that benefiting you?** Thanks to Clari's digital capabilities and tools I have been able to connect all of my business's financial processes with complete security and operational efficiency, making it easier to track our commercial sales and manage our professional income. ### 16. View and control your financial processes with Clari's virtual tools. **Rating:** 5.0/5.0 stars **Reviewed by:** Tom F. | Financial Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** February 16, 2026 **What do you like best about Clari?** Clari is one of my favorite systems for viewing and controlling all of my organization's finances because it offers the most reliable and efficient technical capabilities for improving the overall management of all my business finances. I can also say that Clari stands out for its financial forecasting features, facilitating the professional preparation of all your organization's financial assets. **What do you dislike about Clari?** I have nothing bad to say about the benefits and digital advantages of Clari, I think it is a flawless financial system that adapts very well to all your business transactions. **What problems is Clari solving and how is that benefiting you?** Clari is the financial system that has allowed me to improve the overall management of all my business's financial processes, facilitating the visualization of all our transactions and financial operations and improving the management of each of our commercial activities. ### 17. Easy to use and manage opps, pipeline, forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Piotr J. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Clari?** Simple interface, clear view of most important information, useful dashboards, simple to update and track pipeline movement, helpful to plan sales activities and tasks. **What do you dislike about Clari?** Sometimes it picks data that should not be counted, but it can be an issue with proper setup with CRM I guess? Some of sales dashboards should be also created for sales reps. Now these are not very helpful from AE perspective. Sync wigth other systems is delayed. **What problems is Clari solving and how is that benefiting you?** I can view my pipeline in a clear way and it is helpful to follow all key deals, updates pipeline records directly from the deals list. Forecasting is quite easy too. ### 18. Clari Makes Forecast Analysis Straightforward **Rating:** 5.0/5.0 stars **Reviewed by:** Werner G. | Director of Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2026 **What do you like best about Clari?** Beyond the basic forecasting functionality, Clari also tracks forecast history and makes analysis straightforward. **What do you dislike about Clari?** Clari administration took some time to learn, and a few things weren’t as intuitive or obvious as I expected. **What problems is Clari solving and how is that benefiting you?** Clari helps me track my forecast and gives the sales team clear visibility into theirs. It also reminds them to keep their pipeline up to date, and it allows me to analyze forecast trends over time. ### 19. Clear Conversation Summaries and Action Items That Keep Meetings on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Mandeep S. | Customer Success Manager for US West, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Clari?** Conversation summaries, Action items clearly defined, finding interesting moments in the conversation, etc **What do you dislike about Clari?** Sometimes the Clari recorder doesn't join the meeting, and its integration with Google is not seamless from the user's perspective **What problems is Clari solving and how is that benefiting you?** Conversation summaries and understanding the sentiments in conversations, instead of relying only on users. I’m able to get the complete transcript and create MOM with the help of it. It’s also helping me identify the conversation pattern, early signs of customer sentiment, and discussion agendas, so we can put more of a quality push to improve account health. ### 20. Fantastic forecasting in a box **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas C. | RevOps Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Clari?** What I like best about Clari is how it simplifies and centralizes our forecasting process. Before Clari, we were stuck using PowerPoint for forecasting—imagine! Now, everything is in one place, and senior leadership has powerful, real-time insights into forecasting and pipeline health. I appreciate how customizable it is, allowing us to tailor dashboards and reports to align with our specific needs. This flexibility makes it easier for us to identify sandbagging and track mid-funnel performance, which is crucial given how long our deal cycles can be. It is quite easy to set up, although you will regularly be going via support/CS to have more significant changes made, however they are very responsive for simple structural changes. For less mature organisations, the speed with which you can reach good forecasting is excellent, with a lot of the more complex trended analysis being available as soon as you integrate with other systems. **What do you dislike about Clari?** One challenge with Clari is a lack of transparency into the underlying data that drives certain analytics. As someone used to diving into row-level data, not having that transparency makes it harder to explain deltas or discrepancies to leadership. This impacts our trust in the data, and dramatically limits our ability to do ad hoc analysis. It's also very much a walled garden, especially around some of the new ai features, which does raise concerns about the future direction. Especially with the acquisition of salesloft. **What problems is Clari solving and how is that benefiting you?** Clari is helping us unify and streamline our forecasting process across multiple teams and regions, which used to be a mess of disconnected tools and manual work. It provides real-time insights into our pipeline, identifies bottlenecks like stalled deals in the mid-funnel, and highlights where we need to build more funnel for future quarters. This has improved visibility for leadership and enabled our teams to focus on data-driven actions, ultimately making our forecasting more accurate and efficient. ### 21. Clari copilot works well for call recording and note taking **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremy S. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2022 **What do you like best about Clari?** The notetaker arrives to calls ontime, tracks the conversation, and delivers insights about the call. Reviewing the call is easy. I can also share the call with others as needed. **What do you dislike about Clari?** Sometimes the tracker can take a few minutes to join the call. I'd love to see the call provide a summary faster to the participants of the call. **What problems is Clari solving and how is that benefiting you?** Covering all my bases. If I dont remember a key aspect of the call or a lead questions something that was said - there is proof in the recording. ### 22. Streamlined Sales Process with Easier Forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremy S. **Reviewed Date:** February 10, 2026 **What do you like best about Clari?** I like the user interface of Clari. It's very easy to navigate and understand. It also gives me a consolidated view of the fields that I would be looking for in Salesforce on one screen in Clari, which reduces the number of clicks I need to make and helps me find information much easier than trying to hunt through Salesforce. This ease of use is really valuable to me. **What do you dislike about Clari?** I would say the dashboard experience and the ability to build new dashboards and to get the views that I need could be improved. It was more declarative by design, like, show me my teams, current opportunities, and the opportunities that they've created this quarter. Sometimes it's hard to find the information that should be easy to find. **What problems is Clari solving and how is that benefiting you?** I use Clari for pipeline management and forecasting. It solves the problem of understanding which deals are in which quarter, at what stage, and what should be forecasted. It also helps track deal activities and sales team actions more easily than hunting through Salesforce. ### 23. Great App with a User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Yuvraj S. | Virtual Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2026 **What do you like best about Clari?** It’s a great application with a user-friendly interface. **What do you dislike about Clari?** Slow loading while on being laptop very slow **What problems is Clari solving and how is that benefiting you?** It solves management decisions and business development ### 24. Exceptional Revenue Forecasting with User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Hadeed H. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Clari?** I use Clari for revenue forecasting and pipeline visibility, which helps me track deal progress and get a clear picture of revenue. I really like Clari's overall UI and user experience because it contributes to less clutter and more productivity. It's also great at telling me where the sales pipeline stands. Plus, the initial setup of Clari was pretty easy, which was a big plus. **What do you dislike about Clari?** I think the AI part, if it can be implemented to help correct data, sometimes there are a lot of human errors, so that can help. **What problems is Clari solving and how is that benefiting you?** I use Clari for revenue forecasting and pipeline visibility, helping track deal progress and get a clear revenue picture. It reduces clutter, boosting productivity. ### 25. Real-Time Pipeline Visibility and Accurate Forecasting with Clari **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Clari?** What I like best is the real-time visibility into the pipeline. It eliminates the guesswork by providing a single source of truth, which allows us to identify risks early and make more accurate forecasts without digging through messy spreadsheets. **What do you dislike about Clari?** While Clari is incredibly powerful, the steep learning curve for new users can be a bit of a challenge. It takes some time for people to fully grasp all the features and views to get the most out of the platform **What problems is Clari solving and how is that benefiting you?** Clari eliminates manual forecasting errors and the reliance on 'gut feelings.' It automates the roll-up process across different regions and hierarchies.It streamlines our QBR and forecast calls. Instead of debating whether the data is correct, we can spend that time discussing strategy and how to close more deals ### 26. Clari = Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Clari?** Ease of use and insights are great! Clari makes it extremely easy for me to view account activity, understand where my deals are at, and update scorecards and more so my VP's have visibility. **What do you dislike about Clari?** I think more AI functionality to update fields and speed up my work would be a huge help. Curious to learn more about the SalesLoft integration too. **What problems is Clari solving and how is that benefiting you?** Before Clari, updating Salesforce felt cumbersome and outdated. Now, with Clari, forecasting and updating notes are much more streamlined. We've been using it for about a year, and everyone is bought into it, from VPs to directors. It's not just for forecasting; I've started using it for account research and tiering accounts for prospecting. We've also begun using it for renewals, which ties back to our focus on mitigating churn and handling renewals directly. Clari has helped us keep better track of our accounts and ensure we're covering our territories effectively. The insights it provides are invaluable for both new logos and renewals ### 27. My go-to tool for listening to customer calls **Rating:** 4.5/5.0 stars **Reviewed by:** Anirudh K. | Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Clari?** AI summaries and timestamp stuff is really helpful **What do you dislike about Clari?** Time taken to generate AI transcripts upon upload **What problems is Clari solving and how is that benefiting you?** As a product manager, I need to constantly listen to customer feedback and pain points and this tool helps me keep tabs of all those conversations which my GTM and sales team have with my customers. This has helped us to further customize our product roadmap based on customer requirements. ### 28. Clear, Real-Time Sales Forecasting That Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Pranav S. | Enterprise Advertising Sales, Enterprise (> 1000 emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Clari?** I like Clari because it makes sales forecasting clearer and easier. It provides a real-time view of the pipeline, flags deals that look risky, and helps the team understand exactly where things stand. As a result, there’s less guesswork, it saves time, and sales leaders can make better decisions without having to constantly chase down updates. **What do you dislike about Clari?** One thing I don’t like about Clari is that it can feel complex at first. There’s definitely a learning curve, and new users may find the dashboards and all the different features a bit overwhelming until they get used to it. It also depends heavily on having clean, up-to-date CRM data, so if the data isn’t maintained or updated properly, the insights you get can end up being less accurate. **What problems is Clari solving and how is that benefiting you?** Clari solves the problem of unclear and unreliable sales forecasting. It gives a real-time view of the pipeline and deal health, so there’s less guesswork. This helps me stay aligned with targets, focus on the right deals, and avoid last-minute surprises at the end of the quarter. ### 29. Enhance Your Sales Enablement with Wingman **Rating:** 5.0/5.0 stars **Reviewed by:** David J. | Product Marketer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Clari?** Wingman significantly boosts sales team performance through real-time coaching and monitoring during sales conversations. This feature aids sales representatives in identifying and improving their tactics, ultimately enhancing their deal-closing success. Additionally, Wingman's seamless integration with popular platforms such as Zoom, Microsoft Teams, and Google Meet ensures easy adoption and immediate utility for sales teams. The platform also provides robust analytics and reporting capabilities, enabling sales leaders to identify trends and pinpoint improvement opportunities within their teams. **What do you dislike about Clari?** Currently, I find no aspects of the software to dislike. **What problems is Clari solving and how is that benefiting you?** Wingman handles immediate questions about competitors and their products, clearly showing our product's advantages, which is cool. I also appreciate being able to listen to my calls later for self-coaching and to get feedback from others on my approach. ### 30. Dashboard that looks like a swiss knife **Rating:** 4.5/5.0 stars **Reviewed by:** Luc C. | Sales Director, Enterprise (> 1000 emp.) **Reviewed Date:** September 01, 2020 **What do you like best about Clari?** Clari provides me with a follow up tool that allows me to provide well documented forecast input to my VP. Thanks to tooling like trend flow and pulse, I can combine my own estimations with the AI input from the tool. It also helps me to check the coverage ratio needed for my different sales professionals and their hygiene in SFDC. Further more I get info from the activity tab that invites me to ask very specific questions as to deal progress. All in all : a great dashboard that also provides room for updates that are sent back to our CRM tool. Talking about ease of use ! **What do you dislike about Clari?** Not everything can be included in statistics. An evolution through the quarter is often not always revealing what happened. So : extra hints on possible evolutions and an even better way to look back, 1 or several weeks in the past, in detail would certainly add even more value. **Recommendations to others considering Clari:** Talk to your colleagues to find out about the richness of Clari Align on which queries to use commonly Check some trending or AI info alongside every 3 weeks **What problems is Clari solving and how is that benefiting you?** Consolidated business overview + weak on week evolution, trending and help towards a very accurate forecast ### 31. Really flexible in terms of what you wish to see **Rating:** 4.5/5.0 stars **Reviewed by:** Piotr . | VSAM - (Virtual Sales Account Manager), Enterprise (> 1000 emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Clari?** Still the same opinion, good views and clarity. **What do you dislike about Clari?** At the moment I don't see anything that could be improved other that better mobile view. **What problems is Clari solving and how is that benefiting you?** Visibility of large numbers of opportunities, updates made to them, and ability to change data fields. I don't need to go one by one in SalesForce to review missing details in terms of updates, but also allows me to look what next action needs to be taken. ### 32. Such a great app for forecasting activities **Rating:** 5.0/5.0 stars **Reviewed by:** Jezreel A. | Salesforce frontline administrator, Enterprise (> 1000 emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Clari?** Its a faster way to review & update opty **What do you dislike about Clari?** We had a lot of feedback of slow performance but seems like its a filter criteria issues, clari doesnt support many filters at the same time. **What problems is Clari solving and how is that benefiting you?** User access issues & data visualization issues ### 33. Effortless Goal Tracking, But Mobile App Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** mahesh u. | Student, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2026 **What do you like best about Clari?** I really like how simple the interface of Clari is because I can see all my deal info in one place without having to click through a million tabs, making updating my forecast way less stressful. It saves me a huge amount of time since everything is on one screen, allowing me to spot risks in my pipeline instantly and fix them before my weekly meeting starts. Clari automates the forecasting for us, so Reshma and I can trust the numbers without having to double-check everything manually. We use it with Salesforce all the time because Clari pulls the data from there, saving me from having to log into Salesforce, which is way slower. Also, the Slack notifications are useful so I don't miss updates. The initial setup was surprisingly easy because once we connected it to our Salesforce account, everything just synced automatically, and we were ready to go in an afternoon without needing a lot of technical help. **What do you dislike about Clari?** The mobile app is definitely the weak point because it feels clunky and slow compared to the desktop version and sometimes the data takes too long to sync which gets annoying when I am trying to check my numbers in a hurry. I really think they should add an offline mode so I can still view and edit my deal info when I have bad signal and it would sync up later. Also, the buttons on the phone version are sometimes too small to click easily so making the layout a bit cleaner would help a lot. **What problems is Clari solving and how is that benefiting you?** I use Clari to avoid the confusion of messy spreadsheets by automating forecasting, allowing me to trust our numbers. It saves time, streamlines my workflow, and helps me stay organized by showing all deal info in one place. ### 34. A must have tool if you are in sales **Rating:** 5.0/5.0 stars **Reviewed by:** Alberto M. B. | Regional Sales Director EMEA South, Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Clari?** They keep adding new functionalities that are essential to do my job as revenue leader **What do you dislike about Clari?** We see platforms like Gong gaining momentum, incorporating revenue management functionalities to their conversation platform. I would love to see something like this in Clari **What problems is Clari solving and how is that benefiting you?** Apart from forecasting, I am using Clari on a daily basis to review opps, trends, and projections...I barely go into our CRM ### 35. Effortless Call Summaries with Clari **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2026 **What do you like best about Clari?** I use Clari for recording calls with my clients and summarizing important details along with to-do steps. I love that it provides good summaries of the calls. I also like that Clari captures the call script, which allows me to find specific parts of a conversation by searching for a word, despite the script not always being super accurate about who said what. **What do you dislike about Clari?** I think the script could be improved. Sometimes Clari doesn't get who said what, and the script shows the message under the wrong people. **What problems is Clari solving and how is that benefiting you?** I use Clari to record client calls, summarize important details, and save them for future reference. It helps me recall conversations accurately, and its script feature, despite needing some improvements, lets me locate discussions by searching for words. ### 36. Essential Tool for Accurate Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Chris L. | GTM Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2026 **What do you like best about Clari?** I love the bi-directional write capability with CRM, which I think is the best feature. This helps us drive better accountability and data hygiene throughout the forecast process. I also find the real-time signals provided by Clari really valuable for our teams to take action on. **What do you dislike about Clari?** It would be great to allow overlay teams with View Only licenses to have the ability to monitor pipeline and their own attainment goals within the forecast module. More robust mapping and reporting features as well as ability to load targets for these teams. **What problems is Clari solving and how is that benefiting you?** Clari provides real-time signals for our teams, helping with forecasting and pipeline review. Its bi-directional CRM write capability enhances accountability and data hygiene in our forecast process. ### 37. Admin in Clari is a dream **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Clari?** As an Admin of Clari I mostly create views and dashboards, as well as teach others how to create them. They are very easy to build, much easier than in Salesforce, and they are built out in no time at all. Clari keeps improving their application. New in Studio (Admin module) now lets us manage and update the Forecasting tabs. We have recently added Clari Copilot to the mix as well and adoption of that is going well. The Admin role in Clari is so simple; creating users, assigning forecasting rights, sharing views and dashboards, etc. is so easy to administer **What do you dislike about Clari?** Clari mandates that all fields must originate from Salesforce, including those that could be calculated from existing data. It would be more efficient if Clari handled these derived fields internally, as this would help reduce delays caused by our IT team's significant backlog. **What problems is Clari solving and how is that benefiting you?** Clari filled the gap in our Forecasting needs as they were unavailable in Salesforce when we purchased it. Dashboards have helped our sales managers better manage their sales teams by performing business reviews in Clari instead of Spreadsheets. Since the data is real-time, changes in Salesforce are reflected immediately in Clari, so nothing is missed. ### 38. Amanda Harper **Rating:** 4.5/5.0 stars **Reviewed by:** Cyndy M. | Inside sales manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Clari?** We started using Groove in 2023 for our inside sales team and later rolled it out across the entire company. The support we've received has been outstanding, and we continue to have bi-weekly meetings with our Account Manager, Amanda Harper, along with Katie. Honestly, the onboarding process, ongoing support, and responsiveness we've experienced have far outweighed any technical issues we've encountered with Groove. As a Sales Manager, I can confidently say that Amanda is a tremendous asset to Clari. She is professional, organized, patient, and truly a pleasure to work with. To be honest, I wish she were part of my own team! **What do you dislike about Clari?** Since we started using Groove in 2023, there have been numerous enhancements. Initially, we encountered some technical issues and found certain limitations in its functionality, but over time, updates were made to address these concerns. Overall, I find it intuitive to create templates and flows, and the integration with Salesforce is especially valuable. As a manager, I would appreciate more KPI analytics available in a dashboard that merges Salesforce pipeline data with Groove outcomes. This would help reps take greater ownership of their sales activities and better prioritize their follow-ups. Additionally, having more case studies and resources that showcase best practices and strategies for maximizing reach and effectiveness with Groove would be beneficial. Learning how others are leveraging the platform would provide valuable insights. **What problems is Clari solving and how is that benefiting you?** As part of an inside sales team managing thousands of accounts, this tool has supported us in crafting purposeful outbound messages, tracking leads effectively, and recording communications that are linked to our Salesforce accounts. ### 39. Revolutionized Our Pipeline Management **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney R. **Reviewed Date:** December 10, 2025 **What do you like best about Clari?** I like the ability to easily change important fields in Clari and Salesforce with one click. I also like the ability to see the hierarchy of deals based on location and manager, and how they are being attained with our goal. Seeing hundreds of deals grouped the way we forecast, and then being able to filter down based on different types of fields we put into Salesforce is great. Also, seeing where there's gaps at the opportunity team level helps us figure out where pipeline or special resources might be needed. **What do you dislike about Clari?** We want the reps to work more in Clari. However, we use other tools such as quoting that can't be done directly in Clari. So they are still having to click out of Clari to update different things. **What problems is Clari solving and how is that benefiting you?** I use Clari for better pipeline visibility and deal structure. It lets me easily change fields in Clari and Salesforce and view deal hierarchies by location and manager. I can filter deals for better forecasting and spot gaps where resources are needed. ### 40. Streamlined Forecasting with Easy Data Access **Rating:** 4.5/5.0 stars **Reviewed by:** Can A. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Clari?** I find Clari very easy to use, and the data I need is almost always presented right when I need it. During analysis, I can find the data details I'm looking for within selected areas easily. For example, if my pipeline has several opportunities, I can see each of its details with simple clicks while my analysis dashboard remains open. **What do you dislike about Clari?** There could be a set analytics page such as a dashboard where it gives you tailored analytics and graphs. It was hard as you didn’t know which elements contributed to your forecast. **What problems is Clari solving and how is that benefiting you?** Clari helps with day-to-day analysis, tracking drops and peaks in our pipeline, and forecasting market trends based on activity. ### 41. greatful **Rating:** 5.0/5.0 stars **Reviewed by:** Mostafa F. | agent, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2023 **What do you like best about Clari?** Clari is always evolving! Since you mentioned its ease of use and tracking features, I’ll share a few other aspects that I think really stand out recently: AI-Powered Forecasting: Clari’s predictive analytics and AI-driven forecasting have gotten stronger. It’s able to pull data from multiple sources to create highly accurate revenue predictions. This helps teams stay proactive and adjust strategies quickly. Deal Slippage Alerts: The system now offers better deal slippage indicators, so sales teams can get early warnings about deals that are likely to move slower than expected or face roadblocks. This can help to fix things before they become a bigger issue. Cross-Functional Collaboration: Clari’s enhanced visibility into pipeline metrics means that not just sales teams, but also marketing, finance, and customer success teams can align on goals and projections. This shared data makes cross-functional collaboration much more streamlined. Revamped Mobile Experience: The mobile app has seen improvements. Sales reps can now track and update deals on-the-go, which helps in keeping the CRM data accurate in real time. It makes Clari even more convenient for teams that are on the road. **What do you dislike about Clari?** Great, thanks for the previous input! Based on that and some recent feedback from users, here are a few areas where Clari could improve: Salesforce Integration UI (Side Panel Issue): As you mentioned, the new Clari side panel in Salesforce can be intrusive, especially since it can’t easily be hidden or minimized. This affects screen real estate and user experience. A simple "collapse" or "hide" button would solve this. Occasional Bugs & Lag: Some users report performance hiccups — freezing, lag when switching views, or data not syncing in real-time. This can create frustration during busy sales periods. **What problems is Clari solving and how is that benefiting you?** sending bulk emails and tracking Problem: Lack of real-time visibility into pipeline health and deal movement. Benefit: Clari gives us a live, accurate view of where every deal stands, so we can take faster, more informed actions.each link open and optimisng email templates ### 42. Clari makes sales management SO much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Bjorn H. | EMEA Sales Leader, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Clari?** The clarity and insight it gives. the easy with which you can update deals is unbeatable and so much better than working without it. **What do you dislike about Clari?** Nothing, it's amazing and gives me all insights needed **What problems is Clari solving and how is that benefiting you?** It gives me insight in the things I need quicker than I could get the insight in salesforce ### 43. Intuitive UI and Seamless Salesforce Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Gustavo G. | Solution Architect, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** November 28, 2025 **What do you like best about Clari?** I truly appreciate Clari's visual and interactive user interface, which significantly enhances its usability and makes it very useful in my daily tasks. The seamless integration with Salesforce is another fantastic feature that I find incredibly beneficial, as it allows for a streamlined workflow and a more cohesive experience when working across platforms. Additionally, the ability to gather or update information within Clari is extremely useful, as it aids in maintaining efficient communication and data management. The platform's capability to provide a clear overview dropdown for several analyses is highly valuable, presenting data in a very organized and visual manner, thus facilitating reporting for the sales team. Furthermore, Clari greatly streamlines the reporting process, and its interactive UI makes it easy to conduct forecast reviews with the sales team. Overall, these features contribute to Clari being a vital tool for our commercial team meetings and pipeline reviews. **What do you dislike about Clari?** I tend to have issues when downloading information from Clari. Specifically, when I want to perform further analysis on the information, it is often difficult to gather it in a proper format. This format issue makes it challenging to import data into Excel or Google Sheets for further analysis. This aspect could definitely be improved. **What problems is Clari solving and how is that benefiting you?** I use Clari to streamline forecast and pipeline reviews with the sales team. It provides a clear overview, visual analysis, facilitates reporting, and integrates with Salesforce. The interactive UI simplifies team meetings, enhancing the overall efficiency and user experience. ### 44. Clari makes outreach effortless and effective **Rating:** 4.5/5.0 stars **Reviewed by:** adam d. | Global Director of Sales Development, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Clari?** Clari makes it simple to build, run, and optimize outreach sequences without feeling like I’m chained to a dialer or email queue all day. The platform keeps me organized, ensures no lead slips through the cracks, and gives me insights into which messages actually resonate. I especially like how it integrates cleanly with Salesforce and other tools, so I don’t have to waste time toggling between systems. **What do you dislike about Clari?** The analytics are strong, but sometimes I wish the reporting was even more customizable for quick ad-hoc views. It’s not a deal-breaker, just something I’d love to see improved as the product matures. **What problems is Clari solving and how is that benefiting you?** Clari solves the biggest headache in outreach: staying consistent, personal, and efficient at scale. Before using it, managing sequences across hundreds of prospects meant dropped balls and missed follow-ups. With Clari, I know exactly who to reach out to, when, and with what message. It keeps my pipeline moving, helps me test and refine messaging, and ultimately makes my outreach more effective without adding more hours to my day. The result is more conversations started, better engagement, and less time wasted on manual tasks. ### 45. Boosts Salesforce Visibility, Needs Better Filtering **Rating:** 4.5/5.0 stars **Reviewed by:** Tricia B. **Reviewed Date:** November 24, 2025 **What do you like best about Clari?** I find Clari significantly beneficial as it simplifies the view of sales opportunities, allowing me to focus effectively on what matters most. The platform's ability to provide real-time updates is particularly valuable, ensuring that I have access to the most current information at all times. I especially appreciate the seamless integration with Salesforce, where Clari offers the capability of one-click navigation directly to specific opportunities. This feature enhances my workflow efficiency, reducing the need for multiple steps to access such data. Additionally, Clari's feature of enhancing visibility into opportunities is incredibly advantageous for streamlining my sales processes. **What do you dislike about Clari?** I find the filtering and exclusion capabilities somewhat ineffective. When I try to filter out certain solutions that do not pertain to me, they still appear. This is frustrating, particularly because I do not get paid for these solutions, which makes their persistence even more unnecessary. **What problems is Clari solving and how is that benefiting you?** I find that Clari simplifies the view, narrows down opportunities to focus on, and provides real-time updates, enhancing my ability to manage Salesforce Deal Opportunities effectively. ### 46. Transforms Forecasting with Powerful Insights and Seamless Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Clari?** Clari gives our Revenue and Sales teams a single source of truth for forecast accuracy. The visibility into week-over-week pipeline movement, deal health, and rep activity helps us spot risk early and keep leaders aligned. The UI is intuitive, and the roll-ups make it easy for executives to understand what’s changed and why. When fully adopted, it removes a lot of manual spreadsheet work and creates true accountability. I also love the AI projection, it provides key insights into where we’re trending versus our goals, which helps validate manager calls and plan more effectively. **What do you dislike about Clari?** Clari is only as good as your Salesforce hygiene and your internal operating rhythm. If reps aren’t consistently updating opportunities, forecast categories, and notes, some insights become less actionable. Implementation is not “set it and forget it”. Your RevOps admin needs to actively manage fields, definitions, and integrations to keep the system accurate but the teams are very supportive. **What problems is Clari solving and how is that benefiting you?** Clari is best suited for companies with a multi-layer forecasting process or distributed sales teams where you need consistency across segments, products, and geographies. It’s extremely helpful for leadership QBR prep, weekly forecast calls, and understanding how deals progress or slip. Invest time upfront in defining your categories, process, and expectations for reps. ### 47. Best tool to help with sales forecasting and planning. **Rating:** 4.5/5.0 stars **Reviewed by:** Abhinav A. | Account Director, Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Clari?** The UI has changed a little, but the ease of use and forecasting on it remains the same. **What do you dislike about Clari?** This issue has been solved for me now. Can directly login from SalesForce. **What problems is Clari solving and how is that benefiting you?** Gives a clear view of the pipeline available, targets, closed and remaining quotas quarterwise. ### 48. Great revenue ops platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about Clari?** The transition from human-driven to predictive revenue concept opens a new door for revenue-driving outcomes like higher-quality pipeline and data trust **What do you dislike about Clari?** The synergy between Clari and Salesloft being a system of action can go deeper. **What problems is Clari solving and how is that benefiting you?** Clari sits on top of SFDC and visualizes better and simpler the information that a sales leader would need in front of him to make informed decisions. Accuracy of the data in the backend is a must, but aside from that how data is presented also matters. ### 49. A reliable sales partner **Rating:** 4.5/5.0 stars **Reviewed by:** Giannis S. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Clari?** Copilot’s call capture and transcription are reliable so I don't have to worry about keeping handwritten notes anymore, and the Smart Summaries help our management and clients to get the value out of the meeting. **What do you dislike about Clari?** The only frictions is that it takes a bit of upfront configuration to align the Clari fields to our sales methodology. **What problems is Clari solving and how is that benefiting you?** As an AE, Clari solves a few everyday headaches. After calls, I’m not buried in notes because captures the conversation, gives me a clean summary, and surfaces next steps, so I can follow up fast and keep the deal moving. It also keeps our CRM clean without me babysitting fields. When I need to prep for a next meeting or a forecast call, I can quickly search transcripts or ask questions to spot risks, decision-makers, and open items. ### 50. Clari Makes Revenue Predictable with Real-Time Visibility and Accurate Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Pratik M. | Senior Software Engineering, Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2026 **What do you like best about Clari?** The best thing about Clari is that it makes revenue predictable by giving teams real-time visibility, AI-driven insights, and accurate forecasting—all in one platform. **What do you dislike about Clari?** It should add more features, like mass updates, and make the analytics more independent. **What problems is Clari solving and how is that benefiting you?** It helps drive revenue by giving teams accurate forecasts, full pipeline visibility, and early risk detection—turning sales from guesswork into a predictable, data-driven process. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+21%3A31%3A30+-0500&secure%5Bsession_id%5D=a7055492-ca39-4c88-94c8-e0e7fcd86612&secure%5Btoken%5D=b2bafdd24a544d0df3a0e20a78f61818ee04ecaffc1fe572e1e90e00a06aafaa&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 ## Top Clari Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,501 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews)