--- title: Clari Reviews meta_title: 'Clari Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 5609 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: 5609 scale: '5' date_modified: '2026-07-25' 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:** 5,609 ## 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 Simplifies Salesforce Management, But Refresh Speed Could Improve and the ability to filter **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon H. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Clari?** Clari makes it very easy to manage my business by getting rid of the clutter in things like Salesforce **What do you dislike about Clari?** Clari is a little slow in refreshing. Sometimes difficult in remembering how to do filters **What problems is Clari solving and how is that benefiting you?** Clari allows me to consolidate my business in an easier to consume fashion. I also allows me to update my tasks and business in an easier fashion ### 2. A great way to have a full view of pipeline and accurate forecasting data. **Rating:** 4.0/5.0 stars **Reviewed by:** Lois G. | Sales manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Clari?** still the ability to see me teams pipeline in one view, as well as being able to add notes and staging updates that also update in SF **What do you dislike about Clari?** still continues to show opps underneath incorrect reps although the data is updated in SF **What problems is Clari solving and how is that benefiting you?** accurate forecasting. ### 3. Very positive experience! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Clari?** What I like best about Clari is how it streamlines Salesforce updates and gives me complete visibility into pipeline health. It saves hours of manual work and helps me make data-driven decisions with confidence. **What do you dislike about Clari?** There’s not much to dislike—some workflows could be a bit more customizable, but overall, the efficiency gains far outweigh any minor limitations. Also, sometimes there's blockers in SFDC that make it challenging to make updates in clari and then you have to go back to Salesforce. **What problems is Clari solving and how is that benefiting you?** Clari eliminates the manual, time-consuming process of updating Salesforce. It allows me to make changes at scale, ensuring cleaner data, faster reporting, and more accurate visibility for leadership. ### 4. Single View of Opportunities, Effortless Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Clari?** Single view of all opportunities, easy to configure custom view **What do you dislike about Clari?** cannot use this to assign actions owners **What problems is Clari solving and how is that benefiting you?** tracking of all opportunities forecasting accuracy. ### 5. Powerful Analytics and Customizable Flows **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Clari?** the analytics reporting and customization of flows **What do you dislike about Clari?** limited ability to add features for quality of life when Q/A records within flows **What problems is Clari solving and how is that benefiting you?** helping our sales rep stay organized and to focus on their campaign steps/records ### 6. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob W. | AE, Enterprise (> 1000 emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Clari?** Recorded calls help to see what I need to do for follow ups. **What do you dislike about Clari?** Wish it automatically sent emails based off discussions. **What problems is Clari solving and how is that benefiting you?** Being able to be present in convos without taking notes ### 7. Get data insights to analyze performance & improve **Rating:** 5.0/5.0 stars **Reviewed by:** Emily H. | Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Clari?** How granular I can get with the data - which accounts have how many activities, which ones haven't been touched in the last 30 days, the CRM/Activity Score. **What do you dislike about Clari?** I wish it was real-time updates - it usually runs 15-25 minutes behind real-time. **What problems is Clari solving and how is that benefiting you?** Where are my deals falling off? What are my individual sales metrics? ### 8. Forecasting Made Easy, But UI Needs MAJOR Improvement **Rating:** 2.0/5.0 stars **Reviewed by:** Evan H. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Clari?** Easy to forecast and keep things organized I imagine it isn't expensive relative to competitors too **What do you dislike about Clari?** user interface experience specifically the clari map is not high caliber **What problems is Clari solving and how is that benefiting you?** It allows me and my manager to organize opps and properly forecast ### 9. Front-line seller excited company adopts Clari **Rating:** 5.0/5.0 stars **Reviewed by:** John D. | Commercial Territory Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2025 **What do you like best about Clari?** I like how Clari integrates with Salesforce and makes it easy to update and manage my deals. The opportunity grid is particularly useful because it puts all the key information I need right in front of me. I can update fields like close dates and next steps directly in Clari, and it syncs back to Salesforce, which saves me a lot of time. The ability to configure the columns and views to match my workflow is also a big plus. It helps me prioritize my tasks and stay organized. **What do you dislike about Clari?** Not so much a downside, but rather a natural evolution of professionalism and etiquette; my company's old AI notetaking tool did not ask permission before automatically joining, but Clari does. This is technically a better way to handle things, but moving at a fast sales-cylce pace myself, it has resulted in a few less recordings on avg due to customers declining the recording -- a potential feature rather than a bug. **What problems is Clari solving and how is that benefiting you?** Before using Clari, managing my pipeline and keeping track of next steps was more cumbersome. I had to open multiple tabs in Salesforce and manually sort through my opportunities to prioritize my tasks. With Clari, I can see everything in one place and update it easily. This has streamlined my workflow and made it easier to focus on the most pressing deals. The insights panel is also helpful for reviewing past activities and ensuring I have all the information I need to move deals forward. Overall, Clari has made my day-to-day deal management more efficient and less time-consuming. ### 10. Great for Forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Clari?** The ease of use when using forecasting. You will be able to track the sales of the Account Managers, their stages and next steps. **What do you dislike about Clari?** The set up or limitation. You need to make sure that the set up of the team member falls under one 1 RAD only. If the rep has two or more managers to report with, it makes it complicated. **What problems is Clari solving and how is that benefiting you?** The overall analysis of the team's performance. I was able to see in the homepage where we at, how many do we still need to reach the target, how possible it is, or how much more effort to work on. ### 11. Clari Administrator **Rating:** 4.0/5.0 stars **Reviewed by:** Cooper P. | Sales Operations & Enablement, Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Clari?** Clari is a one stop shop for forecasting and analytics, which for someone who is on an operations team that is helpful. I can be in one app to check the forecast and see how it affected pipeline, I spend a lot of time in clari and utilize it effectively. **What do you dislike about Clari?** Sometimes when new updates roll out the platform can be clunky for a period of time, but it is often resolved quickly. The tool at the beginning is not the most user friendly, but with a small training period the tool can be explained easily and effectively. **What problems is Clari solving and how is that benefiting you?** Clari is helping me solve the movement in our pipeline and forecast. It benefits me because I am able to track data on our deals and to gather historical data to try and better predict/help future outcomes. ### 12. Fantastic Tool that boosts productivity for Meeting Recording and Action Items **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2025 **What do you like best about Clari?** Fantastic tool, meeting recording, clear transcripts, summary, chapters and best part is action items **What do you dislike about Clari?** Overall a great tool. Transcripts accuracy can be improved, especially in case of complex cases fluency issues, speakers overlapping. **What problems is Clari solving and how is that benefiting you?** Meeting records, extracting summaries, use smart chapters, making small clips in case of support tickets or product improvement recommendations. Sharing the link with customers. ### 13. Takes a load off my manager (and helps me close better) **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2025 **What do you like best about Clari?** I'm a big user of Copilot (formerly Wingman). As an AE, what I want from a tool is simple: help me prep better, sell smarter, and not waste time digging through call notes. Copilot delivers on all three. It picks up on key topics live during my calls, whether it's pricing, competitors, or objections, and gives me instant access to battle cards right when I need them. **What do you dislike about Clari?** The desktop app can be improved. Sometimes, I'm just not able to close it after a meeting and it goes on forever. **What problems is Clari solving and how is that benefiting you?** The biggest problem it is solving for me is live note taking. As a SaaS sales person, 90% of my meetings are virtual, over Zoom. And it is very tough to be present in the conversation, while also taking notes. Clari has basically eliminated the need to take notes. Recently, with the launch of the AI summary and next steps, it has also cut down most of my post meeting cleanup. ### 14. Clari Sales User Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Enterprise (> 1000 emp.) **Reviewed Date:** September 03, 2025 **What do you like best about Clari?** Simple, easy to navigate and track an outreach flow, call logging is seamless and fast. **What do you dislike about Clari?** Occasionally the email template feature in Groove will return an unbalanced format with issues in spacing. **What problems is Clari solving and how is that benefiting you?** Clari is helping to solve previous challenges in email tracking, outreach management, and sales flow management. By enabling the users to create custom outreach flows, we can now keep a close watch on the amount of engagement we're driving with established buyers, as well as prospective customers. ### 15. Activity tracking & forecasting made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Clari?** Call recording with AI helps summarize calls, describe stakeholder sentiment, and highlight key moments & action items. In addition to helping remain clear on where a deal stands and what is needed to progress it, it also adds the value of post-call coaching from mentors and leaders. **What do you dislike about Clari?** There is a lot of data, so getting comfortable navigating different views, dashboards, and reports takes time. **What problems is Clari solving and how is that benefiting you?** Defined forecasting, KPI tracking, deal insights/progression, and coaching ### 16. A helpful tool that makes renewal management and KPI tracking much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Shailesh S. | Principal Analyst - Global Sales Operations , Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2025 **What do you like best about Clari?** I work in sales operations at Elastic/EDB, managing renewals. I’ve seen our renewal manager use Clari as a go-to tool for tracking quota attainment and KPIs. In my experience, it’s one of the best tools out there. **What do you dislike about Clari?** When Clari was first introduced at Elastic/EDB, some users found the interface a bit complex and were hesitant to adopt it. But over time, they’ve become comfortable with it and now appreciate its benefits **What problems is Clari solving and how is that benefiting you?** Tracking the forecasting accuracy and performance of Renewal Managers ### 17. Clari in Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Elisabeth W. | Manager, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Clari?** Ease of use to build dashboards for different and customized views. **What do you dislike about Clari?** I wish it would bring more data from Gainsight. **What problems is Clari solving and how is that benefiting you?** Forecasting, which is critical to our CS org. ### 18. A great tool to help sales teams manage forecasting and other and CRM management **Rating:** 5.0/5.0 stars **Reviewed by:** John G. | Global Director - Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Clari?** Clari's deal summaries feature is really useful. It smartly summarizes everything that happened with an opportunity, which helps us keep track of all the activities without having to click into each one. This makes it easier to stay updated on deals. Also, the ability to see the CRM score and activity level for each deal in a simple grid is helpful. It shows where we are putting our efforts and which deals need more attention. The integration with Salesforce is seamless, and the insights panel is a great addition for quick deal overviews. **What do you dislike about Clari?** I have been very happy with them. One small issue is you have to have their team make some changes. But this has not caused me any issues **What problems is Clari solving and how is that benefiting you?** Before using Clari, we had issues with tracking and updating opportunities consistently. It was hard to ensure everyone was on the same page, and there was a lot of manual work involved in keeping our data up to date. With Clari, we can now easily update and track opportunities, which has streamlined our process. The deal summaries feature has been particularly beneficial in giving us a quick overview of each deal's status without having to dig through multiple records. This has saved us a lot of time and made our forecasting more accurate. Additionally, the ability to see which deals have high CRM scores but low activity has helped us identify where we need to focus our efforts to improve our chances of closing deals. Overall, Clari has made our sales process more efficient and has provided us with better visibility into our pipeline." ### 19. Clari for the WIN !! Every firm needs it !! **Rating:** 5.0/5.0 stars **Reviewed by:** Rob T. | Head of Sales Technology, Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Clari?** One of the things I appreciate most about Clari is the ability to manage and organize our flows effectively. The collections feature, which allows us to group flows into categories like outbound or inbound, has been particularly useful. It helps us keep track of key metrics such as open rates and completion rates at a high level. This makes it easier to follow up on low engagement flows and decide whether they need revision or if they should be retired. The ability to favorite specific flows and have them easily accessible is also a big plus. **What do you dislike about Clari?** Their support process is lacking v their tool performance- which has been dissapointing in the past - but getting better. They went from support ticket creation via email to a portal. This means extra clicks to report and get help + can't CC in folks to be in the loop. I know they are maturing this, but it was a thorn for us. **What problems is Clari solving and how is that benefiting you?** Before using Clari, managing our flows was a bit of a nightmare. We had issues with seeing every single flow in our board by default, which made it difficult to find what was relevant. This was especially problematic for our team members who only needed access to specific flows. The collections feature has helped us solve this by allowing us to organize flows better and focus on what's important. Additionally, the ability to update and manage flows more efficiently has saved us a lot of time. For example, we had a situation where we needed to reassign contacts within a flow, and Clari's tools made this process much smoother. Overall, Clari has helped us streamline our workflow and improve our efficiency in managing sales processes. ### 20. Couldn't Imagine Cold Prospecting Without It **Rating:** 5.0/5.0 stars **Reviewed by:** James S. | Associate - Employee Benefits Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2025 **What do you like best about Clari?** Clari delivers outstanding solutions for seamless communication integration. Its platform is user-friendly, highly customizable, and packed with powerful features that streamline workflows and boost productivity. The intuitive interface makes it easy to connect various tools and channels, ensuring teams stay aligned and collaborative. Customer support is responsive and knowledgeable, providing quick resolutions to any issues. The software's scalability is ideal for businesses of all sizes, adapting effortlessly to growing needs. With reliable performance and continuous updates, this company truly prioritizes innovation and customer satisfaction. Highly recommended for anyone looking to enhance communication and efficiency. **What do you dislike about Clari?** Not much to dislike about Clari, but as it is still seemingly new there are some bumps in integration with salesforce. That might just be a user error, but I have seen a lot of improvement since I started using it. **What problems is Clari solving and how is that benefiting you?** Clari Groove has been a game-changer for streamlining my workflow and saving time. Its seamless integration with Salesforce allows me to manage tasks, track progress, and update pipelines without switching platforms constantly. The intuitive interface and automated features make it easy to stay organized and focused, eliminating redundant data entry and manual updates. Clari Groove’s real-time insights and synchronization with Salesforce ensure accuracy and efficiency, enabling faster decision-making and improved productivity. It’s a must-have tool for sales teams looking to optimize their processes and maximize results. Highly recommended for anyone seeking better time management and performance. ### 21. Does the job **Rating:** 4.0/5.0 stars **Reviewed by:** Connor R. | Sr GTC PM, Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Clari?** Clari's ability to integrate seamlessly with Salesforce and provide a clear, active territory hierarchy is a standout feature. The platform's ease of use in setting up and managing territories, along with the ability to populate opportunities with the Territory2 ID, makes it very efficient. The support from Clari's team in transitioning to enterprise territory management (ETM) has been helpful, and their responsiveness to our needs has been appreciated. **What do you dislike about Clari?** Simple configurations sometimes have to be done through support tickets **What problems is Clari solving and how is that benefiting you?** Our adoption of Clari has revolutionized the way we forecast and manage our sales pipeline. By leveraging Clari’s advanced analytics and real-time insights, we’ve significantly improved forecast accuracy, enabling our team to make data-driven decisions with confidence. The platform provides clear visibility into deal progression and highlights emerging trends, empowering us to proactively address risks and identify growth opportunities. With Clari, tracking deals has become more intuitive, ensuring every team member is aligned and equipped to close more business effectively. Clari is a game-changer for our sales and revenue operations teams ### 22. It is a must to have tool if you want to manage effective your deals **Rating:** 4.5/5.0 stars **Reviewed by:** vincenzo d. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Clari?** Quick FOrecast Mode. very simple to complete **What do you dislike about Clari?** Nothing in particular, even from integration point of view, **What problems is Clari solving and how is that benefiting you?** Simplify the way we manage FOrecast, integrating with Salesforce ### 23. Powerful Forecasting Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Maxwell D. | Director, Global Customer Experience Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Clari?** Our whole GTM Org is aligned in leveraging Clari for Forecasting in addition to advanced analytics features. We've adopted data from it into cadences from the Executive to Sales-rep level. I particularly appreciate the platform's flexibility to meet our needs as our organization matures-- there's a wealth of room to tailor experiences for different personas. **What do you dislike about Clari?** Some configuration of the application still has to be managed directly by Clari's Support team, but they've started to implement new features that alleviate friction from modifying areas of the Forecasting product we frequently need to change. **What problems is Clari solving and how is that benefiting you?** New Revenue and Renewals Forecasting is our primary use-case. The analytical functionalities in Clari have been really useful for our team. We've leaned into these features more over the past few months, and it's been great to see the platform's capabilities in action. The forecasting and analytics tools are particularly valuable, as they provide clean and reliable data that we can't get from other tools like Salesforce or Outreach. The ability to walk leadership through trends and waterfalls has been a big plus. Before Clari, our forecasting was less reliable and more cumbersome. We tried using other tools like Outreach and Salesforce for forecasting, but they didn't provide the same level of clarity and ease of use. With Clari, we've been able to streamline our forecasting process significantly. The platform helps us manage our user data more effectively, especially as we audit and adjust our headcount. The analytical functionalities have also become more integral to our operations, allowing us to provide detailed insights and trends to our leadership team. This has led to better decision-making and more accurate forecasting, which is crucial for our fiscal planning. ### 24. Clari is a best-in-class partner and provides amazing business insight. **Rating:** 5.0/5.0 stars **Reviewed by:** Ben M. | Director, Customer Success, Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Clari?** One of the things I appreciate most about Clari is the level of partnership and support they provide. Even when we hit some bumps during implementation, their team was always eager to help us solve problems and listen to our feedback. The insights we got from Clari, even just a few weeks in, are already surpassing what we had from our previous solution. It's clear that Clari is committed to making sure we succeed, and that level of dedication is something we didn't get from our previous vendor. **What do you dislike about Clari?** As of yet, we have not found any downsides. The software has been high-quality and the corporate partnership has been amazing. **What problems is Clari solving and how is that benefiting you?** Before Clari, we had issues with getting the right insights and data from our previous solution, which we had used for six years. The implementation wasn't the smoothest, but Clari's team really rallied around our tight timeline and worked closely with us to address our concerns. One of the major benefits we've seen is the ability to get actionable insights that we didn't have before. This has already started to positively impact our teams, even though we're still early in the process. We're also looking forward to leveraging Clari's forecasting capabilities, which we believe will be transformative for our business. The support and responsiveness from Clari have been crucial in helping us navigate compliance and technical challenges, ensuring that we can move forward without any business gaps. ### 25. Improved Visibility into Sales Forecast **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew P. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2024 **What do you like best about Clari?** Love the user-friendly features and the visibility it provides into our Sales forecast. We use Clari every week on our forecast call with our ELT. I'm able to screen-share Clari directly with our executive team because it presents the forecast in a clear, consise, and streamlined view. Support requests are addressed quickly, and the integration with Salesforce refreshes the data consistently. **What do you dislike about Clari?** There are small quirks with the tool, such as the need to create a separate Clari "user" for each node in our forecast hierarchy which requires a Salesforce user license in our SFDC hierarchy. (Example: If we want to separate out "Account Management" and "Enterprise Sales" under the same sales leader, we need two additional Salesforce "users" to be linked to those subgroupings.) It would be a huge benefit if we could simply create those 'levels' as subsets of our Forecast without requiring an actual user as a placeholder. Occasionally, pages won't refresh without a browser refresh. Small improvements would go a long way! **What problems is Clari solving and how is that benefiting you?** Clari is our source of truth for the Sales Forecast, creating a level of visibility into our CQ/NQ Pipeline, Commit, Best Case, and Quotas. We've moved from spreadsheets and Salesforce dashboards to Clari as a dynamic purpose-built tool. ### 26. Good technology but not leading the pack **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Clari?** Clari forecasting is simple, easy to use, and well integrated with SFDC. **What do you dislike about Clari?** The AI features are immature, team activity is poorly designed , and it doesn't integrate well with other popular business systems today. **What problems is Clari solving and how is that benefiting you?** Clari is a very simplistic forecasting tool that is easy to configure to org needs. ### 27. Clari co Pilot Review **Rating:** 4.0/5.0 stars **Reviewed by:** Ravi T. | Customer success manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2025 **What do you like best about Clari?** Records all calls that are planned in advance **What do you dislike about Clari?** Doesn't record calls that were planned instantly **What problems is Clari solving and how is that benefiting you?** Recording of calls when we meet with the customers ### 28. Smooth App **Rating:** 5.0/5.0 stars **Reviewed by:** Rutvik M. | C, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Clari?** The notetaker has improved and the new AI features are really good summaries are even crisper **What do you dislike about Clari?** For now the support, earlier it was way better after the merger it takes a lot of time and not everyone can reach out to support team. **What problems is Clari solving and how is that benefiting you?** Training calls, sending call minutes on slack automatically after the call with the client is done ### 29. Clari - Groove **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Clari?** Clari Groove in concept is great and makes the Sales life cycle much easier to navigate. It is extremely convenient to be able to log touches to CRMs. Using Clari Groove can save a bunch of time. **What do you dislike about Clari?** What I dislike is that email formats frequently get messed up and end up looking unprofessional. The app is down from time to time which can interrupt your day if you were planning on doing outreach. The call quality is hit or miss. **What problems is Clari solving and how is that benefiting you?** Time, Clari helps limit wasted time. ### 30. Effortless Setup and Outstanding Support—No Downsides So Far **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Clari?** Setup / Configuration was easy. Support has always been very helpful. **What do you dislike about Clari?** So far, I have not found any downsides or anything I dislike. **What problems is Clari solving and how is that benefiting you?** I am an administrator and do not use Clari, I am responsible for administering it. ### 31. Clari Review as a MM AE **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Clari?** Visibility into pipeline, clear forecasting between months / quarters. Manager visibility and multiple notes locations. **What do you dislike about Clari?** The "at risk" deals are usually not as at risk as Clari seems. This could be due to things like certain prospects not being caught as engaged so it thinks you're single threaded and not with power. **What problems is Clari solving and how is that benefiting you?** It is allowing me to have a clear visibility into next steps, action items, and a clear outline into what could potentially close that month/quarter. ### 32. User-friendly, but complex to deploy and Clari-dependent for configurations. **Rating:** 3.5/5.0 stars **Reviewed by:** Yosra A. | RevOps Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Clari?** Interfaces on Clari Core. Visual charts boards **What do you dislike about Clari?** How complexe is to implement. Copilot & Groove are not so easy to understand how they work. CoPilot not well integrated with SalesForce when it comes to CRM sync **What problems is Clari solving and how is that benefiting you?** Revenue Analysis and forecasting, call recording to analyze ### 33. SFDC facelift **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Clari?** I haven’t noticed any new features. Everything is still very easy to use **What do you dislike about Clari?** I’m concerned the new merger with Salesloft could diminish the ease of use. **What problems is Clari solving and how is that benefiting you?** Clari allows me to quickly communicate my deals and forecasts with my leadership and team. ### 34. Great forecasting platform, sleek UI **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about Clari?** New AI functionality with Clari Copilot is great, driving improved forecasting. **What do you dislike about Clari?** Same issues with different hierarchies that impacts use of Analytics tool. **What problems is Clari solving and how is that benefiting you?** Clari helps us forecast accurately by providing visibility to multiple levels of users' forecasts. The platform provide easy access to see week over week changes and identifies potential areas of concern. ### 35. Clari helps me stay organized and efficiently manage my work by saving call details **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2025 **What do you like best about Clari?** I like how Clari brings visibility and predictability to the revenue process with real-time insights and automation. **What do you dislike about Clari?** One area for improvement is the user interface—it can feel a bit overwhelming at first, especially when navigating between different modules or customizing views. A more intuitive layout would enhance usability. **What problems is Clari solving and how is that benefiting you?** Clari Copilot helps solve the problem of tracking and remembering key customer conversations. By recording and analyzing calls, it saves me time on note-taking, helps me stay organized, and ensures I don’t miss important action items. ### 36. How did we not have this before? **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff W. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Clari?** Clari has been helpful in quickly resolving issues, like the grouping and timeout problems we had. Their support team is responsive and escalates issues promptly. The integration with Groove has also been beneficial, as it resolved some of the issues our sellers were experiencing. The ability to see detailed activity information, like emails and meetings, directly in Clari is useful for our sales managers to keep track of interactions without jumping between different platforms. **What do you dislike about Clari?** Before using Clari, we had issues with our sales team tracking detailed activity information. Clari has helped us resolve this problem by integrating well with our existing tools like Groove. This integration has streamlined our processes, making it easier for our sales managers to see all relevant activity in one place. Additionally, Clari's support team has been proactive in addressing any issues that arise, ensuring minimal disruption to our workflow. This has improved our overall efficiency and allowed our sales team to focus more on their tasks without worrying about technical glitches. **What problems is Clari solving and how is that benefiting you?** We were able to forecast opportunities one to two months out, but after that, we had zero insights into what would and/or should close. Clari has allowed us to fill in those gaps as well as give us valuable insights into sales activities around an opportunity. ### 37. Clari dashboard is very helpful to get the updates **Rating:** 5.0/5.0 stars **Reviewed by:** Pranab S. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Clari?** Dashboard and Inspect window is very useful **What do you dislike about Clari?** Analyze window may get better. Otherwise all helpful **What problems is Clari solving and how is that benefiting you?** A overall review dashboard solves the gap between sales user and manager ### 38. VP of Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Clari?** Clari's forecasting and Copilot features are what I like best. The forecasting tool is straightforward and helps us keep track of our numbers effectively. Copilot is also useful, especially for transcriptions. I appreciate the way Clari helps us with weekly deal inspections and out-quarter forecasting. The Waterfall report is something I look at weekly, and it has been very helpful in tracking our progress. **What do you dislike about Clari?** I would love to see more macro benchmark data on performance vs industry/anonymized peer groups but that also could be a data sharing issue but generally Clari hits the mark for me. **What problems is Clari solving and how is that benefiting you?** Before Clari, we had challenges with forecasting and tracking deal progress. We used to rely heavily on Salesforce reports and spreadsheets, which was cumbersome. With Clari, we can now manage our forecasts more efficiently and have a clearer view of our pipeline. The Pulse feature has improved over time and provides a good gut check on our numbers. The Waterfall report helps us identify changes in our forecast without going through each AE's forecast individually. Overall, Clari has streamlined our forecasting process and made it easier to keep track of our deals." ### 39. Review specifically for Groove (part of Clari). **Rating:** 3.5/5.0 stars **Reviewed by:** James B. | Strategy Lead Generation, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Clari?** The templates are a great option for users to create their own messaging within flows. The team is great about responding to feedback and making adjustments when needed. Working within Salesforce eliminates redundancies when using the Groove OmniBar. **What do you dislike about Clari?** Groove is less intuitive than its competitors, so the learning curve is longer. The analytics section could be easier to use with more options to pull data. **What problems is Clari solving and how is that benefiting you?** Recording phone calls and all things prospecting. ### 40. Great tool for management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2022 **What do you like best about Clari?** Great tool for forecast management. My synergy with my sales leader on both quarterly and monthly forecasting is simple and helps to lead our weekly discussions. Salesforce data is synced to help AEs create more accurate, targeted forecasts with no-lateral editing functionality. **What do you dislike about Clari?** Redundancy between Salesforce and Clari and the work necessary on both ends can be unnecessarily cumbersome. **What problems is Clari solving and how is that benefiting you?** Forecast strength. It allows the reps in our company to pull realtime Salesforce data (or correct it bilaterally) to forecast more accurately upstream to management. ### 41. Clari has helped cut down my admin time as an Account Manager. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Clari?** Love the Groove dialer, and the topics logging. **What do you dislike about Clari?** I would like to be able to log to multiple accounts from Google Calendar. **What problems is Clari solving and how is that benefiting you?** Clari helps me to remember details abou tmy calls, and allows me to go back and review to ensure that I've followed up properly. ### 42. Very supported, innovative and helpful to run our business. **Rating:** 4.5/5.0 stars **Reviewed by:** Brent R. | SVP Americas, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Clari?** Very intuitive and robust. frequently provides relevant updates **What do you dislike about Clari?** integration between Groove & CoPilot still coming along **What problems is Clari solving and how is that benefiting you?** Visibility across entire demand generation spectrum and linkage to revenue execution and forecasting support. ### 43. Groove has added a significant amount of structure and balance to my day. **Rating:** 4.5/5.0 stars **Reviewed by:** Kendrick G. | Strategic Business Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Clari?** I like the analytics the most. You are able to track the engagement success. **What do you dislike about Clari?** At time, some of the data is hard to decipher as far as where it came from, and what contacts specifically were engaging, if there are multiple contacts. **What problems is Clari solving and how is that benefiting you?** Cadence structure, and losing sight of follow up potential. ### 44. Amazing tool, amazingly simple! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 12, 2025 **What do you like best about Clari?** Clari has been really helpful for us, especially in terms of forecasting and managing our revenue. The ability to forecast churn and retention accurately has been a game-changer. We can look out two, three, even four quarters ahead, which helps us plan and mitigate risks early. The integration with Salesforce to pull in account-level data into the opportunity view is also very useful. It allows us to see everything in one place, from license utilization to customer health scores. This makes our QBRs and other reviews much more efficient since all the data is right there in Clari. **What do you dislike about Clari?** Nothing comes to mind immediately, it's been great so far **What problems is Clari solving and how is that benefiting you?** Before Clari, our forecasting process was quite reactive and inconsistent. We didn't have a standardized way to look at churn and retention, which often led to surprises. Now, with Clari, we have a structured cadence for forecasting and inspecting our renewals. We can see potential risks well in advance and take action to address them. This has significantly reduced the number of unexpected churns. Additionally, the insights we get from Clari, like activity tracking and customer engagement metrics, have been invaluable. We can easily identify accounts that need more attention and ensure we're focusing our efforts where they matter most. Overall, Clari has helped us streamline our processes and improve our retention rates." ### 45. Streamlines Sales Process and Follow ups **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2025 **What do you like best about Clari?** Clari helps keeps me organized on my follow up's and has great AI summary's to easily take actions post call **What do you dislike about Clari?** I haven't experienced any issues using the product. **What problems is Clari solving and how is that benefiting you?** Clari allows me to focus on the meeting follow ups, I no longer have to take notes and the AI call summary and follow up action items are a game changer. ### 46. So far so good! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Clari?** We are still really early on in our adoption of Clari but so far it has been a major upgrade for our teams across the board. The forecasting module and out of the box waterfall, funnel and trend views have been my favorite pieces so far. Overall the tool has a ton of great features that streamline pipeline management for our reps and leadership. **What do you dislike about Clari?** From the sales ops perspective, I wish there was a bit more flexibility when it comes to creating custom analysis views and calculated fields within Clari. **What problems is Clari solving and how is that benefiting you?** We use Clari for forecasting, Copilot for coaching and enablement, and Groove for email cadences and dialing. Overall it's been a great transition. I utitlize some of Clari's default analytical views in our monthly board slides and the AI projections based on historic close rates has been a great asset as well. We had many issues with data hygiene and bidirectional sync issues with our prior forecasting tool. So far Clari has had minimal issues and it's been a smooth transition. ### 47. Solid **Rating:** 4.5/5.0 stars **Reviewed by:** Kendra C. | Senior Client Partner, Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Clari?** It's easy to review my opportunities and submit my forecast to my manager. The clean UI is great, and it's feature-rich! **What do you dislike about Clari?** It 'saves' every time you update a field, which creates a lag. It can slow me down as I update a lot of fields. Instead, I wish you could click 'save' at the end to speed up the process. I also wish it helped you calculate your Forecast more. It shares the total dollar amount you have in certain stages, but I wish I could mark opportunities as 'likely to close this quarter' and have those totals available as I calculate my forecast. **What problems is Clari solving and how is that benefiting you?** It helps me quickly calculate and submit my sales forecast to my leadership team. ### 48. Easy to read summaries with an accurate and brief description **Rating:** 5.0/5.0 stars **Reviewed by:** Rahul S. | Training and Quality Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Clari?** Clari has helped us scale our quality process for auditing calls of our sales team. It provides useful easy-to-use summaries that explains the call beautifully. It is really easy to search a phrase said on a call from a list of thousands of calls. Another useful feature of Clari is the transcription process of the calls that take place in other languages (other than English). This transcription feature is particularly helpful to us in auditing calls of salespeople who dial in regions outside US which was not possible for us earlier. It has helped us scale our quality process and build a more robust feedback process in place that helps the salespeople with immediate training. Clari has helped us a lot in measuring our sales pipeline and taking actions to bring immediate improvements to the process. Gone are the days when we had to listen to an entire call just to find if the price was shared on a call or if the benefits were explained to the prospect properly. It helps us save hours of time. Kudos to this product! **What do you dislike about Clari?** I guess when you scale a company it comes with a set of challenges. Clari has a support portal where you can raise tickets. I thinks it would be even more helpful if we could receive a call from Clari support team if needed instead of strict email communications. **What problems is Clari solving and how is that benefiting you?** Clari helps us save hours of time since we do not have to listen to an entire call to find out what actually happened on a call. It has helped us scale our quality process and also given tools to widen our visibility on calls that are in a foreign (non-English) language. ### 49. For Auto-Pilot Forecasting! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Clari?** The experience is again great with its ease of use, smooth integration with Salesforce, cleaner UI, easy and accuracy. **What do you dislike about Clari?** The learning curve is somewhat an issue but once you start using it daily, you start getting comfortable with the solution. **What problems is Clari solving and how is that benefiting you?** Clari is a great tool for achieving accurate forecasting and revenue operations. It has got a powerful dashboard and tight integration with CRM's like Salesforce to provide 360 degree of your pipeline and deals. ### 50. Amazing Platform & Support Experiece **Rating:** 5.0/5.0 stars **Reviewed by:** Pratik K. | Customer Success Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** December 25, 2024 **What do you like best about Clari?** Clari has helped me in the best way to look at revenue use cases through salesforce and the integration is so super smooth and quick it is like effortless. The product suppport experience was already great and I recieved a very prompt and timely response. It was amazing to see how quick the team was in resolving my issues. **What do you dislike about Clari?** There is nothing I wouldnt like about the product. Everything is amazing. **What problems is Clari solving and how is that benefiting you?** Clari has helped me in the best way to look at revenue use cases through salesforce and the integration is so super smooth and quick it is like effortless. The product suppport experience was already great and I recieved a very prompt and timely response. It was amazing to see how quick the team was in resolving my issues. ## 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?page=5&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-26+11%3A32%3A04+-0500&secure%5Bsession_id%5D=1a3495dd-8fea-4f81-aca7-a8a59aa0f296&secure%5Btoken%5D=a3e71dc2aa4cf34c13702a15295cc4285ebdfc3dfdea47466e5400587c0c7911&format=llm_user) ## Clari Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/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 **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 **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **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 **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 **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 **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 **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 **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 **Data Analysis** - Analysis - Data Interaction **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 **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance 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 **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking **Decision Making** - Modeling - Data Visualizations - Report Generation - Data Unification **Campaign Execution** - Website Personalization - Prioritized Accounts - Trending Accounts - Email Campaigns **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **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 **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **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 **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## 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 (24,675 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)