---
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: '2026-08-05'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---

# Clari Reviews
**Vendor:** Salesloft  
**Category:** [Revenue Operations &amp; Intelligence (RO&amp;I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 5,609
## 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&#39;s Forecasting, allowing quick updates and excellent tracking against quotas. (486 reviews)
- Users appreciate Clari for its **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and visibility in sales opportunities. (365 reviews)
- Users find the **Salesforce integration** invaluable for streamlined data management and enhanced forecasting capabilities within Clari. (326 reviews)
- Users find Clari **incredibly helpful** for easy forecasting and effective revenue management, simplifying admin tasks significantly. (287 reviews)
- Users value the **forecasting ease** of Clari, enabling efficient sales meetings and quick updates without distraction. (280 reviews)
- User Interface (270 reviews)
- Users appreciate the **intuitive design** of Clari, fostering seamless navigation and efficient updates for better decision-making. (246 reviews)
- Efficiency (221 reviews)
- Time-saving (192 reviews)

**What users dislike:**

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

## Clari Reviews
  ### 1. Great tool for deal management and forecasting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Vaggelis K. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 09, 2024

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

I predominantly use Clari for weekly/quarterly deal management, forecasting and pipeline management. The UI is simple and easy to use, the two-way integration with Salesforce saves me a lot of time when updating opps and notes, and I have all the information that I need in one dashboard when preparing for QBRs.

**What do you dislike about Clari?**

Sometimes there are some bugs or glitches that prevent Clari from pulling the right data. However, these are resolved relatively quickly so impact is minimal.

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

Pipeline management, Forecasting, Deal Management and sales insights.

  ### 2. Superb product - Great service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sayli M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2024

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

We majorly use Clari Copilot to audit the sales calls and it immensely helps in product training.

**What do you dislike about Clari?**

Theres hardly anything to dislike anout Clari - Its just that at times the notetaker skips to join the call

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

We largely use it for Sales training and auditing the calls. It also helps to go back and look at the past conversations which helps in the sales process.

  ### 3. Time-saver and Organization Improver

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 13, 2024

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

Groove has been incredibly helpful in my outreach as a Sales Development Representative. 

I take 30 minutes each day to send specific emails out to relevant contacts through a flow and it prompts me to send them on the following days. This takes the think work out of everything and the need to send one email template that will resonate with a group of individuals to each individual one by one by one.

I've also appreciated the Groove scheduling tool, which has made it easier for prospects to book a meeting with me directly from an email by clicking specific times I've inserted that my team is available. Just reduces the back and forth with scheduling.

The integration with Salesforce is very strong and updates on Groove as updates are made in Salesforce (like adding a contact) immediately.

**What do you dislike about Clari?**

On occasion, Groove will freeze up when I try to move a contact to different step within the email 'flow.' 

And when sending an email in Outlook through Groove on occasion it will say Groove cannot send because it's 'not connected'. But otherwise, not much to dislike!

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

Mass sending a particular email to a group of relevant contacts - saves me time from sending one template out one by one.

Helped us to get in contact with prospects who are hard to get on the phone.

Reduces the back and forth of scheduling with a prospect. 

Allows a prospect to schedule directly onto my calendar on their own time.

  ### 4. Clari & Nutanix from a RevOps Perspective

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** April 16, 2024

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

How it helps us forecast and how it is connected to SFDC so that you can update directly in Clari.

**What do you dislike about Clari?**

It is very user focused. Its performance, fails constantly. The fact that there is no testing environment and we get to see many unnecessary things in the production environment.

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

It allows us to forecast easily with a roll up view by team

  ### 5. I think its great, clear and easy to use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** James S. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 17, 2024

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

How when you update the information in Clari it automatically updates Salesforce. Its also instant so you're not having to wait a day or two for it update.
 You can customise your dashboard by choosing what and how many columns  you would like.

**What do you dislike about Clari?**

Soemtimes I have to click the filters to what I want. It would be good if they saved automatically when you close it down

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

It allows you to update your records and forecast whenever you need to.

  ### 6. Easy to summary

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2024

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

Link with SFDC, Sumary  amount of Commit  and Anylize real time

**What do you dislike about Clari?**

Error automatic somtime and Can't click link of each opportunity name

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

Summary and analysis not automate  and Need to automate for on  real time

  ### 7. Perfect Forecast Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sebastian K. | Territory Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 09, 2024

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

Clear and perfect view to my Forecast
Easy to Use
Many Analytic Tools
Cration of Dasboarsdsvery easy

**What do you dislike about Clari?**

Security - If you are away from your computer for a longer period of time, you do not need to log in again. If you then display an opp in Salesforce, there is no new login prompt in Salesforce.

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

Clear view at Forecast

  ### 8. Single trustable source to collaborate and track forecast

**Rating:** 5.0/5.0 stars

**Reviewed by:** Arturo J. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 16, 2024

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

Intuitive easy to use platform, fully integrated with CRM, and other related apps. Providing a single view for the full pipeline, with the ability to analyze the data by date, amount or any other required indicator.

**What do you dislike about Clari?**

Real time integration and update is apparently missing.

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

Clari allows me to easy update on a timely manner, my weekly forecast and activities.   
It also provide me with an effective view of my progress, and allows me to take infored actions on time.

  ### 9. Invaluable Learning Platform for Mastering Prospecting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marco Túlio A. | BDR | Pós-Vendas e Relacionamentos Estratégicos, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 24, 2023

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

I'd say it's the way it simplifies and clarifies complex data. The insights I gained from Clari helped me make informed decisions, understand my sales pipeline better, and forecast with greater accuracy. It's like having a crystal ball that helps you see where your efforts are best directed!

**What do you dislike about Clari?**

I'd say it's primarily the steep learning curve. Initially, getting accustomed to its comprehensive features and interpreting the data can be somewhat overwhelming, especially for new users who aren't as tech-savvy or familiar with sophisticated sales tools. While the depth of insight it provides is invaluable, a simpler, more intuitive user interface would significantly enhance the user experience.

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

Clari is solving several key problems in the realm of sales and marketing, which has been incredibly beneficial for me:

Enhanced my Sales Forecasting: Clari provides accurate and detailed sales forecasting, which helps me plan and strategize more effectively. This forecasting ability allows for better resource allocation and more realistic goal setting.

Pipeline Visibility: With Clari, I get a clear view of my sales pipeline. This visibility helps in identifying potential bottlenecks and opportunities, enabling me to focus on areas that require attention.

Improved Decision Making: The analytics and insights offered by Clari guide my decision-making process. By understanding trends and patterns in the sales data, I make more informed choices, leading to better business outcomes.

Time-Saving Automation: Clari automates many of the time-consuming tasks related to data entry and analysis. This automation frees up my time to focus on more strategic activities, like nurturing client relationships and developing sales strategies.

Risk Reduction: By providing a comprehensive view of the sales process, Clari helps in identifying and mitigating risks. Whether it's a deal that might not close or a market trend that could impact sales, Clari equips me with the information needed to reduce uncertainties.

In essence, Clari is a powerful tool that enhances my effectiveness in sales and marketing by providing critical insights, saving time, and reducing risks, all of which contribute to a more efficient and successful sales operation.

  ### 10. Groove is such a fantastic tool, for so many reasons!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ellie G. | New Business Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 10, 2023

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

There are so many tools that are in Groove that makes it so very useful. The tracking of the emails is the start. Then there are Groove Spaces, which we use at my company to collaborate with our SDRs. Then there's the templates, which I use daily in my emails. The activities chart is great to watch daily as well. I use Groove every day.

**What do you dislike about Clari?**

There are times with the dialer that it will not call a number. Sometimes restarting helps, but other times it still won't call the number. I usually switch over to Zoom when this happens and call from there. It's a bummer that Zoom doesn't record the call like Groove does, but it works when Groove doesn't call.

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

Groove allows me to know what emails are being opened and if there are certain emails that have a higher open/respond rate than others I know that those emails must be saying/titled something that works.

  ### 11. Very good to review call recordings and action items.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ramanujam P. | Senior Sales Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 17, 2024

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

The AI summaries and action items from the call.

**What do you dislike about Clari?**

Tool's ability to pick up non-US accents is mediocre.

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

Good summary of action items. Call recordings that can be shared and tracked conveniently.

  ### 12. Easy to use and I love the new text messaging feature that just rolled out

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brittany L. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** July 23, 2024

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

Easy to use drop downs, adding comments, and finding customers

**What do you dislike about Clari?**

Can be buggy with loading, or dialing out. Some call quality issues at times

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

Tracking calls and emails

  ### 13. Clari review

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 12, 2024

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

its an easy tool to manage all opportunities under one view. you can easily break down the opportunities being managed by each Cloud team and know which one falls under commit, upside and pipeline under a specific rep.

**What do you dislike about Clari?**

it sometimes gets overwhelming to see so much infomartion. to fix that i feel color coding will help.

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

i get to see the number of opportunites for each quarter in my patch that are sitting in Commit, upside and Pipeline. it keeps me organized and update date to do my weekly forecast calls with management.

  ### 14. One tool for many communication

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 31, 2024

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

Can able to connect to clients and internal colleagues through various modes and mainly it's reminder action which helps to alert the critical tasks to be done on time

**What do you dislike about Clari?**

Monthly subscription pricing is too high and also there's no offers available for it's regular users

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

Me being data associate, staying in touch with my analysts and sharing important notes would be regular. With groove around, I can mark those important tasks which helps me get things done more effectively and also the monthly tasks dashboard it gives helps me to track my time that I spend on various tasks.

  ### 15. User friendly revenue visualization

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** June 10, 2024

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

Clari is definitely one of the more user-friendly applications in our toolset. Very intuitive interface and a lot of options for users to filter and customize their view. The analyze options are great and allow for dynamic visualization. The customer support is fast and helpful.

**What do you dislike about Clari?**

Some of the newer aquired products like Align need some work. We're limited by customizations and have to constantly request "new features".

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

Clari provides a view for opportunity analysis and forecasting. The insights and scoring help reps make better forecast decisions.

  ### 16. good

**Rating:** 5.0/5.0 stars

**Reviewed by:** Colin Q. | SDE, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2024

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

Ease of Use Frequency of use Ease of Implementation

**What do you dislike about Clari?**

numbers of Features Customer Support Ease of Integration

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

forcast the right numbers and show the sales perfomance

  ### 17. Effecient tool for real-time insight into pipeline health and sales activities

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 10, 2024

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

Helps me monitor and improve my forecast accuracy.

**What do you dislike about Clari?**

There is a steep learning curve, so it requires time and attention to explore its full potential.

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

Pipeline visibility, Forecasting accuracy, Sales activity tracking by providing accurate and real-time data, which allows me to do my job as a sales manager more efficiently.

  ### 18. A Decently Detailed Dashboard

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** April 16, 2024

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

It is very helpful how seamless the connection between Clari and Slaesforce is. I like being able to view an opportunity in Clari and easily open it in a new window in Salesforce since it is a site I use daily to manage my opportunities.

**What do you dislike about Clari?**

I think the opportunity rate scores are weird, like how can you give a score for an opportunity you don't know any details about besides numerical factors? It's not a feature I particularly use or care about.

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

I wouldn't say it solves problems per say, but it is a really good way to get a bigger view of all of the opportunities in my sales pipeline.

  ### 19. It gets the job done, but there are better tools out there

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** May 14, 2024

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

I use Clari for pipeline management, deal review, and forecasting. I appreciate that all of these things live in one tool and I can toggle back and forth seemlessly.

**What do you dislike about Clari?**

Clari can feel unnecessarily difficult to use - I find myself taking extra steps/clicks for information that should be readily at hand, if I can even find it. We are switching to a different tool this summer, and in my brief time leveraging the new tool as a test user, I am relieved at how much more intuitive it is than Clari.

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

Pipeline management, deal review, and forecasting.

  ### 20. Clari works but can improve on some aspects.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Enterprise (> 1000 emp.)

**Reviewed Date:** April 11, 2024

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

Easy user experience. Intuitive design.  I like how I can change stage and DBF qucikly

**What do you dislike about Clari?**

Next Action without notification system is big problem.  There is no point writing it in, if we can not make to-do list.

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

SFDC is not optimized for leaving memo and update, so Clari makes my job a lot quicker.

  ### 21. Helpful note taker and summary tool

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** July 31, 2024

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

THe AI tagged questions, next steps, and notes along with speaking % and the ability to get consent to record without having to awkwardly ask everyone.

**What do you dislike about Clari?**

Not the easiest to shut off a recording before the meeting, and it is not easy to add your own bookmarks/tags - it works, but it's clunky.

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

Easier recording consent and notes.

  ### 22. In a world of some many options- Avoid Clari

**Rating:** 1.5/5.0 stars

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

**Reviewed Date:** May 15, 2024

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

It does what it is supposed to do-- rolls up your opportunities/deals from your CRM and helps forecast.

**What do you dislike about Clari?**

Clari is one of the most bug-filled software tools I've ever used in my life. The pages keep crashing and there is a need to constantly reload them. I literally open it up and it crashes. Then I click on a particular button and it crashes again. I've not once had the good fortune of using Clari without having to reload the page.

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

It's helping us with our basic requirements of forecasting our business but that's about it.

  ### 23. Convenient and Intuitive Software with Excellent User Experience

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 16, 2024

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

I find CLARI to be convenient, intuitive, and the user experience is really good.

**What do you dislike about Clari?**

an area for improvement would be to make the process of composing and selecting columns for the reports faster.

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

Clari helps me with forecasting monthly, quarterly, and annual revenue. Additionally, it supports me in constantly monitoring the creation of funnels/pipelines. The artificial intelligence component also provides predictions that are quite accurate.

  ### 24. By far the best Sales Toolkit

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 30, 2024

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

The user experience of the dashboard is extremely easy to use and navigate around. Having used various CRM's and Sales Enablement Toolkits over the last 15 years, Groove has proven to be the most efficient and effective in managing my Sales Opps.

**What do you dislike about Clari?**

The online chat bot is not always accurate.

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

Automating email campaigns to help reach prospects in a far more structured way which also monitors the click through and response rate. This identifies if the tone or language in the campaign need to be reviewed or amended.

  ### 25. RevOps analysis forecast etc

**Rating:** 4.0/5.0 stars

**Reviewed by:** Meshi S. | RevOps PM, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 03, 2024

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

Easy to use 
Intuitive
UX
I like the analytics tab

**What do you dislike about Clari?**

Some features I don't use.
In other tabs

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

Forecasting AI not speculation 
Analysis funnel etc
Dashboarding

  ### 26. Clari makes it Clear

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ted G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2023

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

Clari has helped my team and I have a better understanding of what is really coming in, where there are gaps in certain deals and what can be done about it. The ability to sort by rep, by product and by just about any filter I can think of makes it so user friendly. My forecasting ability gets better and better thanks to Clari. It is where I live to manage my team and our deals.

**What do you dislike about Clari?**

Starred deals are one of my favorite features, unfortunately you can't sort starred deals just look at them, and my team can't see the deals I star and vice versa.

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

Clari helps by giving me an easily digestable view of several key metrics, the analytics help me forecast, the views allow my managers to manage via so many different metrics, I can easily see what deals are headed in the right direction and what deals need immediate attention.

  ### 27. Great innovation for Sales teams

**Rating:** 4.5/5.0 stars

**Reviewed by:** Siarra B. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 28, 2024

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

The most helpful thing about groove is being able to keep track of the outreach that you are doing as well as accomplishing it faster

**What do you dislike about Clari?**

Once someone finishes a flow they are lost instead of going back to #1

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

How long outreach and call making takes, cuts it quiet a bit

  ### 28. Great forecasting tool!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 22, 2024

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

Bidirectional data flow so I don't have to worry about SFDC source data being updated (and can stay out of SFDC entirely)

**What do you dislike about Clari?**

Tons of scrolling on the "Inspect" tab when looking at deals and data. Maybe a better visualization that I'm unaware of.

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

Ease of forecasting

  ### 29. Ease of use and connects seamlessly with Salesforce

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chuck B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 11, 2024

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

I like that Clari pulls all the data straight from my SF pipeline and I can go through my quarterly forecast quickly and report. The interface is easy to use.

**What do you dislike about Clari?**

One thing I would change is the reporting that combines your entire forcast for the month/quarter. It combines two types of business that are counted differently, I would have these two metrics separated out into "Sales" and "Services" - this could be a company specific configuration and not so much a product issue.

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

Clari is ensuring our sales forcasts are up to date and simple to review, it is integrated with Salesforce so I dont have to updated two different systems.

  ### 30. Manage your business with ease, by saving time, and great visuals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Todd C. | Enterprise (> 1000 emp.)

**Reviewed Date:** November 07, 2023

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

Intuitive and easy to use interface to manage my entire business every day. Great visualizations and love the amazing scoring of opportunities with probability of closing percentages.  Both management and Account Executive Level dashboard, inspection, forecasting, analysis capabilities all at your finger tips.

**What do you dislike about Clari?**

I can't think of any downsides of Clari.

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

Rather than updating each opportunity in Salesforce, under each account, Clari provides a view with access to manage all steps of the sales process on all opportunities across all accounts for the quarter. Clari adds very relevant widgets that are necessary and helpful to common sales process steps, for example  the date/time stamps make it so easy to add that level of detail in the next steps field.  The funtionality allows me to slice up the opportunities by renewals, add-on business or new business, pipeline, committ or best case. With the addition of the new "Quick Update" button in the Forecast it is a great enhancement to provide operational efficiencies.

  ### 31. Absolutely love Groove.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Richard M. | Sales Rep, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 08, 2024

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

Groove is extremely helpful for my everyday operations at work. It helps me track and manage my client interactions, collaborate on deals, and analyze data.

**What do you dislike about Clari?**

There really are no downsides to using Groove. It overall boosts the efficiency of our everyday itineraries.

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

Keeping track of all my client meetings efficiently.

  ### 32. Do you SUCK at Salesforce updates? Insert Clari...

**Rating:** 5.0/5.0 stars

**Reviewed by:** Greg W. | Enterprise Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** November 07, 2023

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

I love the ability I have to see my deals lined up by quarter, and the ability that I have to update the opportunities right there in the screen that syncs to Salesforce. I always hated having tab after tab open in Salesforce to do my updates. Clari lets me see it all in one spot and make those updates right there.

Because of the pain I had with updating Salesforce, I was rarely the first one to update my deals. A lot of the deal details ended up in my head or a notebook rather than documented. Clari has changed that, and has helped me to be on top of my deals because of that.

**What do you dislike about Clari?**

I think Clari does fantastic for opportunities, but falls a bit short on the account side. It may be that there is functionality there that I don't know how to use, but it's been really hard for me to figure it out.

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

I love the ability I have to see my deals lined up by quarter, and the ability that I have to update the opportunities right there in the screen that syncs to Salesforce. I always hated having tab after tab open in Salesforce to do my updates. Clari lets me see it all in one spot and make those updates right there.

Because of the pain I had with updating Salesforce, I was rarely the first one to update my deals. A lot of the deal details ended up in my head or a notebook rather than documented. Clari has changed that, and has helped me to be on top of my deals because of that.

I also appreciate what Clari is doing on the Align side. It's helped me to have an easy to use MAP for me and the prospect to get us what we need to do to move contracts forward.

  ### 33. So simple and intuitive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rob R. | Business Owner/ CEO, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 07, 2023

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

If Salesforce had something like this, more people wouldn't hate Salesforce!! Honestly, Clari is a great way to manage your pipeline; provide updates and forecasts and very quickly see where opps need attention. I don't manage a team but the managers have amazing views where they can very easily see trends (slippage, forecast drops, etc) all in one location. It's fast and responsive; I've not had a single issue with it since I started using it.

**What do you dislike about Clari?**

If I had to find a negative, it's maybe the fact that I sometimes need to use 2 windows so I can enter my forecast. Maybe if there was a tabbed option or something that could be smoother.

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

I can see my pipeline in much deeper detail than I ever have before. I can provide all of my weekly updates in a super easy interface and manage my forecast by starring opps or setting up specific criteria.

  ### 34. simple and easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Government Relations | Enterprise (> 1000 emp.)

**Reviewed Date:** May 04, 2020

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

I love that it auto updates SFDC and that you can update everything in one place.

**What do you dislike about Clari?**

I don't know if this is possible, but i'd love to choose the tabs on the ops page and how they are orderd

**Recommendations to others considering Clari:**

nothing right now

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

time it takes to update ops

  ### 35. Groove review as an AE

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** February 03, 2023

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

Easy to mass email, I like the analytics tab to check my email open/reply rate.

**What do you dislike about Clari?**

Linkedin SalesNavigator integration to create lists within SalesNav then easily import them to groove so you can start outreach to your list.

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

Saving time to be able to reach a large number of prospects with the click of a button.

  ### 36. Groove - a big help!

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** January 19, 2024

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

The ease of sending batch emails. 
The ease of uploading recipients. 
The ease of creating flows and steps. 
The automation for Groove flows - set it and done.
Customizable email templates.
Analytics

**What do you dislike about Clari?**

- I wish there was an easier way to filter through just my groove flows vs. "shared"
- Folks who have opted out, have not opted out of all email but they can't receive emails from Groove, which adds more work to have to send those out manually via the native email platform, as those do go out.
- Better syncing with SalesForce when looking for contacts. The workflow is clunky and it doesn't allow for a platform-to-platform data sync to bring the correct information over. 
- The inability to add a video attachment to flows. Images are easy to add but not videos.

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

Making communications more automated and smoother. Helps to lessen the time spent on individual communications, easy to share value-based outreach in a 1:many format with a personalized approach which is needed as a CSM with all customers whom I need to interact with.

  ### 37. Empowering Businesses - Best in class tool for customer success

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 17, 2024

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

Groove software has proven to be an invaluable tool for managing customer communications. 

What stands out to me is its remarkable feature, Flows, which provides seamless control over the communication process. This functionality has significantly enhanced my ability to send targeted and efficient messages to customers. 

Groove's user-friendly interface and powerful communication tools make it a top choice for teams aiming to streamline their customer interactions.

**What do you dislike about Clari?**

While Groove Software impresses with its Flows feature, I believe there's room for improvement in handling individuals within flows. A more intuitive method for maneuvering people between steps could further enhance the user experience, providing a smoother and more efficient navigation through the communication process. This recommendation aims to refine an already impressive system for an even more seamless interaction.

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

Groove Software addresses the challenge of managing customer communications efficiently. 

Its standout feature, Flows and the ability to track the emails benefits our team by providing a streamlined way to control and tailor messages to customers, ultimately enhancing communication effectiveness.

  ### 38. Save time forecasting!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mary S. | Enterprise (> 1000 emp.)

**Reviewed Date:** February 23, 2023

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

It is so much easier to see next steps, amount, sales stage, etc.  It saves me so much time that I don't even go into SFDC unless I absolutely have to.

**What do you dislike about Clari?**

sometimes that amounts are off in certain modes - like P2S mode but that may be more of our isue vs a Clari issue

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

seeing my accurate forecast by day, week, quarter, year, past due dates, etc

  ### 39. Good!Easy to use and convenient.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Taku O. | Sales Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

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

It is easier to Forecast and more convenient than Salesforce because it moves faster.

**What do you dislike about Clari?**

I feel inconvenienced because editing of each business meeting is handled in Salesforce on the screen for administration and managers

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

Organize Forecast, manage your own deals.

  ### 40. Groove Customer Service

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 01, 2024

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

What I enjoy best is the customer service. They respond in a timely manner, create custom walk-through videos of a problem that needs solving or even hop on a call with us. Elijah specifically did a great job in handling our scenario and provided the most amazing customer service. Big shoutout to Elijah.

**What do you dislike about Clari?**

Nothing so far. Don't have anything to dislike thus far.

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

It's solving the mundane and manual tasks I have to do on a daily basis. It plugs into salesforce with ease and allows me to mass upload contacts as I need for a wide range of accounts and customize my own outreach.

  ### 41. Great Tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Matthew B. | Associate District Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 14, 2024

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

I like the interface and the user friendly integration into salesforce.

**What do you dislike about Clari?**

I wish I had more freedoms as a user of the product.

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

Groove helps me stay organized by tracking my calls and emails on to pof allowing me to stay busy with my outbound outreach.

  ### 42. My go to Sales analysis Tool as a Commercial Account Exec

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 20, 2023

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

The tool seamlessly allows me to manage my pipeline in real time in cohesion with my SFDC, it further enables me to gain precise revenue intelligence within my accounts,allowing me to forecast my deals according their respective priorities.

**What do you dislike about Clari?**

The least feature i like about the tool is the predictive analystic, only because i am still familiarising myself with it and i have not been successful with its predictions.

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

data management, as well as CRM , through its ability to allow you to analyse and manage a large volume of data. It further provides a full view of your Data which helps you forecast and drive the sales process.

  ### 43. Fast, intuitive forecasting and insights

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 09, 2024

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

Ease of Use. Makes it easy for individual contributors and managers to align on forecasted opps, and easy to update which means data is always relevant. Also makes forecasting and opps in Salesforce much easier.

Deal velocity and quality insights make it clear to see risk in deals and provide a great guide for me to address gaps in the deal cycle.

**What do you dislike about Clari?**

Sync with Salesforce - most likely our rules / integration but can sometimes be challenging to update opps directly in Clari due to required fields

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

Has made our forecast process much more robust and improved accuracy greatly. Has streamlined our forecast call and deal reviews

  ### 44. perfect

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 02, 2023

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

sumurrising all the sales opportunity in on dashboard

**What do you dislike about Clari?**

we need to have more options for extracting dt nd reports

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

it reflects all the required details for the sales perdon to be ready for teh weekly and Q review

  ### 45. Had quite a few issues with day to day workflows but had a few features that were helpful.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.)

**Reviewed Date:** July 30, 2024

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

The ease of getting to flows and using the omnibar (when it was working).

**What do you dislike about Clari?**

No integration with Sales Nav & Zoominfo -- takes a lot longer to add contacts to Salesforce and then to flows.

Duration of the omnibar not working. (2+ weeks)

Ending the call block when a number is bad instead of just hanging up on that specific number.

No identifying bad numbers or history of calls and if they picked up etc.

Showing "archived" flows under the ALL flows tab.

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

Sales outreach to improve meetings booked.

  ### 46. Groove: Easy & Efficient

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hiten D. | Sales Developement Rep, Enterprise (> 1000 emp.)

**Reviewed Date:** January 25, 2022

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

Groove works while you sleep! It is an easy yet efficient tool to market our reach!

**What do you dislike about Clari?**

It's slow at times. Especially when someone opens the flow section

**Recommendations to others considering Clari:**

Delegate to your work and improve your productivity.

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

Mass emailer, data analysis, personalized  emails are sent on time. Overcoming the problem of late emails.

  ### 47. National Account Manager

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 31, 2024

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

The ability to create automated flows that put time back in my day to engage with high impact revenue generating activity

**What do you dislike about Clari?**

Limitations in managing lists within a flow

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

reducing the time it takes to enagage with customers as it relates to communicating changes across my clients and for distributing thought leadership.

  ### 48. Fantastic product! Great tool for reviewing my sales calls

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** October 09, 2024

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

Easy and intuitive tool to review calls. I use this tool daily and is a staple in my workday.

**What do you dislike about Clari?**

Nothing really to dislike about the tool

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

Clari is able to solve recording all my sales calls in a timely manner and the ability to share those calls with prospects and cleints when necessary.

  ### 49. Clean UI and easy to configure

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rohit N. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** July 16, 2024

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

Groove integrates easily with gmail and helps me get insights on my outreach. It provides a simple UI and I am able to configure flows easily

**What do you dislike about Clari?**

I am unable to send emails without adding contacts to accounts in salesforce

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

Helps me get insights into my outreach. It also helps me pre-configure and automate email reach outs

  ### 50. Best AI powered recording tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Abhishek B. | Member, Internet, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 20, 2024

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

The summary at the end of meetings and the info before the meeting begins has been super helpful.

**What do you dislike about Clari?**

No complaints as of now. Has been an amazing tool so far.

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

We started using copilot as a tool for recording calls, later we found it integrates well with slack, it sends attendee info and scoops before the meeting, the summary at the end of meeting saves a lot of time and leaves no room for a human error.


## 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=315&section=pricing&secure%5Bexpires_at%5D=2026-08-05+17%3A04%3A35+-0500&secure%5Bsession_id%5D=8cfe90d7-a7bc-4f54-900c-43ab3fd94910&secure%5Btoken%5D=329aad5bdaffcc9890486333a62dc4b68e06a510d2fb003de255f8d7466aa3cf&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
****
- 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
- Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting
- 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

****
- 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**
- Integration
- 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

****
- 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

****
- 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

****
- 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

****
- 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

****
- 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

****
- 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

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

****
- 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

**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

****
- 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

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