---
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: '2026-08-07'
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. 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.

  ### 2. Enterprise account executive

**Rating:** 4.0/5.0 stars

**Reviewed by:** TAKASHI K. | Enterprise Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 03, 2025

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

It is easy to use, connected to SFDC. I can populate the number very quickly

**What do you dislike about Clari?**

Sometimes, there are unnecessary information appearing, which makes me confused.

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

It should have a feature to add / delete unnecessary information by just drag & drop.

  ### 3. Revenue Operations Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Meghann B. | Revenue Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 03, 2025

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

Clari is a gamechanger for sales teams and leadership. To be able to see your business from all angles and to make on the fly inline changes is extremely helpful.

**What do you dislike about Clari?**

There are really no downsides to using Clari.

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

Clari makes reviewing revenue leak extremely easy with their analytic tools and then to leverage AI to predict future bookings. When I first started at my company, I had not used Clari before. I was absolutely blown away with it's capabilities, we had done everything Clari did by hand, with data lakes, and BI tools, which worked, but Clari's ease of use for ALL users makes it extremely impactful.

  ### 4. Improving day to day salesforce hygiene

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 21, 2025

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

Quickly and easily updating salesforce from a single view. Less clicks and places to go means I can get back to the important work and less time on admin

**What do you dislike about Clari?**

It can sometimes be misleading where you enter certain information but once you get the hang of it, it's pretty straightforward

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

More efficient, faster entry point to sales forecasting and opportunity tracking

  ### 5. Clari is the perfect complement to Salesforce

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 03, 2024

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

The conversational intelligence is intuitive and easy to use. Forecasting is more user friendly than in year's past.

**What do you dislike about Clari?**

Latency on call recordings could be improved.

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

Forecasting
Sales Pipeline hygiene

  ### 6. Great service, very reliable.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 17, 2025

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

It's a great service, easy to use, trustworthy.

**What do you dislike about Clari?**

It sometimes presents glitches when it comes to joining meetings.

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

Proper automated tracking for business video and phone calls.

  ### 7. It helps me to keep my sanity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Charos R. | Strategic Enterprise Account Partner, Enterprise (> 1000 emp.)

**Reviewed Date:** August 04, 2025

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

Its once stop shop. Rather than using million different spreadsheets for my forecast and manage my pipe line I use Clari as a single source of truth.

**What do you dislike about Clari?**

I like everything about Calri. It is easy to navigate. Always happy to see more enhancements.

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

Accurate forecasting and risk prediction

  ### 8. Amazing analytical tool for Sales

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nasir Ahmed V. | Sales Operations Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 14, 2025

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

Clari has its best analytical view options, which can be leveraged by Sales to discuss the busines with their team & guide towards concluding the business
It avoid manual maintenance of deal status and with it analytical features & conversion rate %, give a right view for the business growht

**What do you dislike about Clari?**

It has everything in it. nothing to be disliked

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

I feel it is a right platform with AI inbuilt to leverage & take business to the next level. Where leaders discuss about any deal at real-time basis & avoid risk of losing the deal.

  ### 9. Solid solution that's easy to use.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 11, 2025

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

It's easy to use and has a clean design.

**What do you dislike about Clari?**

I wish I had a link that takes me directly to the account from the opportunity/forecast page

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

It helps to keep me on track of opportunities and keeps me accountable to my deals.

  ### 10. Nice tool to have

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 27, 2025

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

innovative tool, easy opportunity tracking, forecast submission, convenient connection to Salesforce, easy on the eyes interface

**What do you dislike about Clari?**

still to find out its flaws, it could have easier filtering approach

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

easy forecast, top level opportunity tracking

  ### 11. Easy for End Users, Difficult to administrate

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 03, 2025

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

The best part about Clari is its ability to provide a clear and dynamic view of our sales activities. The flexibility to filter down and sync activities to specific accounts and opportunities is a big plus. It’s also great that Clari integrates well with our existing systems, allowing us to manage our sales data more effectively.

**What do you dislike about Clari?**

I dislike how difficult and complicated it is to manage the clari application accross all of their products. Clari doesnt work that well with their Co-Pilot offering and their Groove app doesnt integrate with their core product at all.

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

Before Clari, we struggled with accurately syncing and managing our sales activities, especially given the complexity of our accounts and opportunities. We needed a solution that could handle the dynamic nature of our sales processes and ensure that activities were correctly attributed. With Clari, we’ve been able to address these issues, ensuring that our sales data is more accurate and reliable. This has helped us streamline our processes and improve our overall sales management.

  ### 12. Clari Groove

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** April 21, 2025

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

Clari's extension is great, it helps you update stuff within Salesforce at real time and faster than if you are inside SFDC. Also the heatmaps it offers are informative for you to take action on accounts

**What do you dislike about Clari?**

Sometimes the Clari Groove Dialer is slow when you are trying to make a substantial amount of dials consecutively.

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

With Clari you can have more insights about the prospect by having at hand the information from Salesforce, giving you the opportunity to act based on current notes that other peers left on the account, you work with more real-time information.

  ### 13. Best product in our tech stack

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 26, 2025

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

I don't know what I was doing before Clari but I can't live without it now. Forecast this way does take some getting used to but it's lightyears ahead of relying on Salesforce. After a few weeks, it becomes 10x easier to run 1 on 1s, prep for team meetings, quarterly meetings. My favorite part is what you can use for coaching and personal development. It's an ocean of data and once you become familiar with it, you'll see how much faster pulling insights becomes for sales leaders.

**What do you dislike about Clari?**

I wish there were more email alerts. We have Atrium in tandem with Clari but hopefully in the future the product becomes more intuitive sending leaders notifications proactively.

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

Forecasting, performance management, pipeline development

  ### 14. Exceptional Support and Seamless Experience

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 25, 2025

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

The support from the Clari Groove team has been amazing—always responsive, helpful, and truly invested in our success. The platform itself is intuitive and makes our workflows much more efficient.

**What do you dislike about Clari?**

One challenge we've faced is occasional issues with Omnidialer—like call lags or connectivity glitches—which can impact productivity. While these aren't constant, they do pop up from time to time. That said, the Clari support team is usually quick to respond and help resolve them.

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

Clari Groove helps us streamline outreach, automate follow-ups, and stay consistent with engagement—saving time and improving response rates.

  ### 15. Accurate Forecasting and Great Dashboards, But Occasional Downtime

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 23, 2025

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

Being able to forecast more accurately and the lay out of the dashboards

**What do you dislike about Clari?**

It does go down a fair amount and can lag a lot

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

gives you real time insight into your pipeline and helps direct your focus

  ### 16. Groove For Business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anthony D. | Relationship Mgr, Enterprise (> 1000 emp.)

**Reviewed Date:** February 01, 2023

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

The Groove solution is very helpful with my monthly forecasting and weekly engagement with prospects. I really enjoy using the approved templates to email prospects / clients. The flows make it easy to move along the sales process.

**What do you dislike about Clari?**

Occasionally have to restart if omni dialer is not showing.

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

Daily reminders with the sales process. Keeps me aligned at all times.

  ### 17. Good AI Tool for Quality Auditing

**Rating:** 4.5/5.0 stars

**Reviewed by:** shweta.mishra@highlands.in M. | Sr. Quality Analyst - Sales, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2025

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

The summary is brief yet covers all the important points. Most helpful for long calls, as you get a gist by reading the summary. Integration with the CRM tool is good. UI is good and presentable.

**What do you dislike about Clari?**

Nothing as such, all good for me. Battlecards can be included in the web version as well.

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

We dont need dig deeper all the calls. This helps us in doing target audits and help sales team with next step. Also helps in training new staff by creating battle cards for them.

  ### 18. Real‑time pipeline tracking & forecasting accuracy.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Arnold T. | BDR, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 18, 2025

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

Real‑time pipeline tracking & forecasting accuracy — praised for giving sales teams clarity and confidence

**What do you dislike about Clari?**

Many find the interface frustrating—appealing features often hide behind awkward navigation that leads to accidental data loss.

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

Clari solves several critical problems for revenue teams—particularly in sales forecasting, pipeline management, and revenue operations. Here's a breakdown of the core problems Clari addresses and the benefits users report

  ### 19. A great data analytics tool for many scenarios that does lack some customization ability

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** April 09, 2024

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

Clari does a great job of visualizing certain data that is either impossible or very time consuming to view from Salesforce directly. Specifically, tracking pipeline changes over certain periods of time (Waterfall chart) and the forecast module (tracking changes to the forecast, etc..). 

I also appreciate some of the rep productivy features, such as the bi-directional sync to help update SFDC fields and actvity capture.

**What do you dislike about Clari?**

While the dedicated analytics are great, some additional flexibility/customization options would go a long way. For example, in the Funnel chart, it would be great if we could look at deals that had a close date in the previous quarter as of a certain date (eg. set to close in Q1 on the first day of quarter), as opposed to deals that only closed in the quarter. 

I would also like to see some improvements to the dashboard functionality. It's very rigid in terms of the columns we can pull into the Top Deal charts, and often restrictive for the specific KPIs that can be shown.

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

Clari helps provide visiblity into what is changing in our pipeline, and what are the deals we should be targeting to hit our number. It also does reduce manual work on the sales rep side with some productivity features.

  ### 20. Revenue Intelligence platform that is hugely impactful for sales/account managers / Customer Success

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alain A. | Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 03, 2024

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

The platform is always evolving. Originally this was a meeting recording platform that would accompany you in your meetings and record the session but now there is detailed AI functionality in the system that will help you analyse the transcript fo the meeting, highlight action items and now will even send you summaries of the meeting afterwards. It also can integrate with your calendar so will automatically populate in your calls

**What do you dislike about Clari?**

The recording of meetings can sometimes take a bit long to record. Trimming the videos can also take a bit of time

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

Clari is helping me with my account management / follow ups.

It helps me to quickly recap on previous meetings, summarises the action items that I can use as part of my follow ups. It also highlights key moments that I may have not picked up upon during a call. For example if a client or prospect mentions a concern the transcript will call out objections or challenges which can help me understand priorities or red flags.

  ### 21. Intuitive UI, and Clari makes it easy to track deals and update forecast.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 30, 2025

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

Big time saving when compared to updating forecast in SFDC. Information is easier to review and report.

**What do you dislike about Clari?**

It takes some learning to be able to learn how to build personalised reports.

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

Ease of upding weekly and sometimes daily forecast.

  ### 22. Groove product is always improving

**Rating:** 4.0/5.0 stars

**Reviewed by:** Spencer S. | Sales Development Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 11, 2025

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

Salesforce integration and ability to work within one screen.

**What do you dislike about Clari?**

Clari's forecasting tool does steal the show putting groove on the back burner at times. With more dedication to groove it could develop into a strong competitor to others in the market

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

Ability to track sales engagement and KPIs

  ### 23. Clari Copilot and Groove user

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 08, 2025

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

I like the Clari co-pilot summaries of calls and key word search to go back and find details of a call.

**What do you dislike about Clari?**

I dislike the lack of collaboration ability of Groove flows. If one user has someone in flow it is not possible for another. It would be good if two users (AE/SDR) could share workflows.

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

It is helping solve my overall sales workflow and is a good place manage all tasks while still automatically updating it all to salesforce.

  ### 24. You should be able to click on mult opps & change Note & Dates

**Rating:** 3.5/5.0 stars

**Reviewed by:** Joe C. | Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** September 01, 2025

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

Good resourcde for tracking and forecasting oppotunities

**What do you dislike about Clari?**

so you dont have to go into diff opps for the same status

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

Forecasting

  ### 25. Clari gave us forecasting standardization and clarity across the business

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** February 27, 2025

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

Clari has significantly improved our revenue forecast visibility, making pipeline management more efficient and streamlined. With AI based insights from Pulse and CRM scoring, we can assess our forecast with greater accuracy and confidence. Prior to Clari, we relied on disjointed reports and spreadsheets for forecasting and pipeline reviews, which made the process cumbersome and time-consuming. Now, we have a centralized and standardized approach to how we forecast and manage revenue across the globe!

**What do you dislike about Clari?**

While Clari’s integration with Salesforce via the integration user is simple, its reliance on Salesforce hierarchies can feel rigid and limiting at times. Additionally, while Clari provides basic trend views on past performance, it lacks clear insights into how key metrics are improving over time. More flexibility in data structuring and enhanced historical performance analytics would make the platform even more valuable.

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

Clari has been instrumental in providing more complete visibility into my business's pipeline. Before Clari, I relied on disjointed reports and spreadsheets, which made managing pipeline and forecasting difficult for revenue leadership and cumbersome for sales reps. Now, I can assess pipeline health quickly in just a few clicks, conduct pipeline, forecasting, and deal reviews all in Clari and have all of the information I need in one place. This has improved sales day to day productivity and simplified their workflows, increased forecast accuracy, and ultimately helped create understanding of our revenue.

  ### 26. It saves my time to look into every single opportunity on salesforce.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 04, 2025

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

CRM score indicates the opportunity health well.
Dashboard creation is easier than other CRM platform.

**What do you dislike about Clari?**

It would be great if it captures local language and local policies and practice

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

Opportunity health control

  ### 27. Love the product, but anything custom is becoming a problem

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 16, 2023

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

It will make your life simple as long as you don't have complicated sales process and need a lot of customization. 

**What do you dislike about Clari?**

Clari Co-Pilot is not as good as their competition. We should have stayed with Gong

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

Understanding the pipe and all opportunity movements withing the quarters

  ### 28. Clari makes forecasting easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** kevin c. | Account Manager, DoD and FSI Community, Enterprise (> 1000 emp.)

**Reviewed Date:** February 26, 2025

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

It is very easy to use.  I use it almost everyday to update my opportunity notes and adjust my forecast.    I find it easier to use then SFDC

**What do you dislike about Clari?**

One in awhile the forecast page errors out.  But i refresh once or twice and the problem seems to fix itself

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

It allows me to easily update my opportunities as well as adjust my forecast for my managemnt

  ### 29. Help me keep organized

**Rating:** 4.5/5.0 stars

**Reviewed by:** Arielle Sofía C. | Account Development Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** January 03, 2025

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

It helps me keep track of my deals and the stage they are at. i can see different metrics ans I can set tem accordingly to my goals

**What do you dislike about Clari?**

it takes a bit to charge when you click the boxes to load the information. and everytime it updates everything re-starts and you have to set up everything from scratch that's is a little annoying.

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

In sales, it helps me keep track of all my deals, the stages they are at and my next actions. Would be beneficila to have a next action reminder...

  ### 30. Clari is a great tool!

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 03, 2024

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

What I find most helpful about Clari is being able to update close dates and forecasting. It's fairly intuitive to use and it integrates well with Salesforce. I use it every single week and often check it daily to make sure I'm aligned on the deals that I am running.

**What do you dislike about Clari?**

What I find least helpful is that some of the features that are reported don't actually tell me where that information is coming from. I.e. Where my weighted number is coming from or how it is being calculated would be helpful. I wish that I could also apply the same next action to multiple opps instead of having to enter it in manually.

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

Helping me solve answers to where I am at in my forecast so that I can provide accurate updates to my manager and team.

  ### 31. Review for Clari

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 20, 2025

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

it help me to execute some sales process to make my work easier

**What do you dislike about Clari?**

Sometimes some of the process are confusing like creating flow

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

helping me send mass email for marketing and sales purposes

  ### 32. still a great tool - but going downhill

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** August 01, 2025

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

the ui - the ease of use - light integration setup to CRM

**What do you dislike about Clari?**

stiff setup when it comes to growing into SFDC objects outside of standard opportunities - glorified AI that is no better than tool 10yrs ago - support team knowledge and turnaround times

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

I wouldn't say it is solving any problems. It gave us an instance to manage forecasting WoW.

  ### 33. Clari make life easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Timothy M. | Senior Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** October 04, 2024

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

Clari makes pipeline updates and progress tracking incredibly efficient and seamless. The intuitive interface allows for real-time updates, making it easy to monitor deal status and forecast changes. I particularly appreciate how everything is centralized—allowing for quick updates without switching between multiple platforms. This saves time and provides clear visibility into the entire pipeline, ensuring that teams stay aligned and on top of every opportunity. It’s a game-changer for keeping sales processes smooth and transparent.

**What do you dislike about Clari?**

Not much to dislike, Clari make forecasting and pipeline development easy.

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

Clari is solving the challenge of tracking and forecasting sales pipeline with accuracy and transparency. It helps us stay on top of deal progress, identify risks early, and streamline communication across teams. This has led to better decision-making and more reliable forecasting, ultimately boosting our efficiency and revenue predictability.

  ### 34. Coaching with Clari and Copilot adds a ton of value and potential

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nicole G. | GTM Enablement Program Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 14, 2025

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

I appreciate how Clari helps streamline our coaching process. The game tapes feature is particularly useful for us. It allows us to create and share snippets of calls, which is great for training and onboarding new hires. The ability to leave comments and insights directly on the calls helps our managers provide targeted feedback. The scorecards are also a valuable tool for tracking performance and ensuring that our team is meeting expectations.

**What do you dislike about Clari?**

Inconsistent data surfaced. A lot of caveats.

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

Transparency and accountability.

  ### 35. great for managing pipeline and forecasting. I use Clari everyday to see how my quarter is looking.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 20, 2025

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

Simple interface, connects with our CRM, makes it easy to update opps

**What do you dislike about Clari?**

I think sometimes Clari can lag in time. It would also be nice to have a multi tab functionality. The character limit for deal notes can also be annoying

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

visbility into pipeline and ease of tracking deals

  ### 36. A Game-Changer for Streamlined Renewal Management and KPI Tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shailesh S. | Principal Analyst, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 03, 2025

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

I am into the sales operations at EDB managing the renewal business. I have seen my renewal manager use Clari as a one stop solution to assess the attainment against quota and other KPI. It is one of the best tool available in the market

**What do you dislike about Clari?**

What I have observed that when the tool was introduced at EDB, users were reluctant to accept it because of the complex layout hewever, now they are used to it and liking it

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

Forecasting and performance of the Renewal Managers

  ### 37. straightforward, easy and powerful

**Rating:** 4.5/5.0 stars

**Reviewed by:** Radosław K. | Senior Sales Strategist, Insurance, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2025

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

It helps me to keep my emails under control really greatly!  Groove tracks client emails and immediately stores them using Salesforce connectivity to their client profile.  All available from my email inbox, it also provides more tools for email templates, scheduling, and task management!

**What do you dislike about Clari?**

Though Groove could be more user-friendly and has a somewhat learning curve, I truly value that they offer Grove University and an easily available help center.

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

By registering all of my client emails, Groove saves me SO much time and avoids possible mistakes.  It also ensures that my colleagues can see I followed the customer.

  ### 38. Clari Overview

**Rating:** 4.0/5.0 stars

**Reviewed by:** Hannan K. | Global Sales Development Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 03, 2024

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

the integration with other platforms such as Teams, Groove etc. The ability to ask Clari after calls has been made to find key questions and words. Great summary recap as well. Its a tool that can be used frequently also in every action you take,

**What do you dislike about Clari?**

The implementation was a bit slow and training was not as great, but everything is quite easy to pick up and roll with. The customer support can be a bit hit and miss but good job on creating the ticketing portal

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

Clari is able to help us streamline our prospecting motion. capturing key information on call conversations as well as demo presentations. From a coaching perspective it helps us understand where we have areas or gaps we need to improve on.

  ### 39. SFDC integration is convenient and operations are smooth.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** November 03, 2025

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

Integration with SFDC is very helpful. Also, the operability is smooth and easy to use.

**What do you dislike about Clari?**

There are cases where there is a slight time lag in reflecting the entered numbers, which can make it feel inconvenient.

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

Management of numbers

  ### 40. Clari Makes My Job Simple

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tom K. | Director of Revenue Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 04, 2025

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

Clari allows me to easily see the different slices of the business, without having to configure multiple reports with filters.

**What do you dislike about Clari?**

No downsides, other than not being able to take a snapshot of report data at a given time.

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

Managing pipeline, forecasting and giving our executive team visibility in real-time

  ### 41. Clari is easily my favorite Sales tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin W. | Manager, Solution Engineering | Upmarket, Enterprise (> 1000 emp.)

**Reviewed Date:** August 10, 2024

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

Clari makes it extremely easy to quickly get the information I need across many different teams and opportunities.  It is all organized very nearly and the interface is so clean and simple to work with.

**What do you dislike about Clari?**

There are really only 2 things that I dislike about Clari.  First, there is a limitation to only have 4 Groups per view.  This is a bit annoying as there are quite a few different data points on our opportunities that I wish I could quickly group at a glance without changing views.  Secondly, over the past year Clari has done several updates which has caused all of my views to reset.  This is extremely frustrating to sit down and see that I have to rebuild all of my views again almost from scratch.

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

We keep all of our CRM data in Salesforce, but Salesforce itself does not provide the neat, seamless views to track many opportunities at once and be able to quickly change the views and the data points to sort.  Clari takes the data and becomes our one stop shop for opportunities and forecasting.

  ### 42. Clari is the single pane of view for your sales activity

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 14, 2024

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

I like Clari for its user experience and the analytics it provides. The forecasting capabilities are solid and the integration with other tools we use, like Salesforce, is seamless. The AI features in CoPilot, like automatic call summaries and follow-up email suggestions, are useful. It’s also nice that Clari integrates with Slack, making it easier to keep track of everything.

**What do you dislike about Clari?**

Implementation can take some time depending on how clean your data is.

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

Capturing data from sales way more efficient and easy get information without having users jump through multiple hoopsBefore Clari, our forecasting was less reliable and more manual. Now, we have a more accurate and streamlined process. The analytics help us understand our data better, and the user experience makes it easier for the team to adopt and use the tool effectively. The integration with Slack and the AI features in CoPilot have also saved us time and improved our follow-up processes. Overall, Clari has made our revenue operations more efficient and data-driven."

  ### 43. Great tool to spread communication across the database

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** May 23, 2025

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

The feature of tracking open/ click rate of email campaigns

**What do you dislike about Clari?**

Sometimes calls does not get registered in Clari

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

It has made it easy to send communication to a huge audience in one go
Analytics helps in knowing the open/ click rate of a campaign

  ### 44. Useful Tool

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 18, 2024

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

I appreciate how Clari integrates seamlessly with Salesforce. The nativity of Clari means that any updates or changes we make in Salesforce are instantly reflected in Clari, which helps maintain data integrity and reduces the risk of duplicates or errors. This integration is crucial for us, especially when dealing with tools like Sixth Sense and G2, as it allows us to trigger actions based on real-time data without the need for cumbersome manual processes. The ability to have everything in one place and the ease of use are significant advantages.

**What do you dislike about Clari?**

I wish there was more AI built into Clari to help with analysis and coaching opportunities.

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

Before using Clari, we struggled with data cleanliness and the inefficiency of our sales engagement tools. Our previous tool, Apollo, promised a lot but fell short in many areas, including data management, email tracking, and user adoption. With Clari, we've seen a marked improvement in how our data is managed and utilized. The integration with Salesforce ensures that our data is always up-to-date and accurate, which is a huge relief. Additionally, the ability to trigger actions based on real-time data from tools like Sixth Sense and G2 has been a game-changer. We no longer have to rely on cumbersome manual processes to get the right data into our sequences. This has significantly improved our outreach efforts and allowed us to focus on high-intent leads, ultimately driving better results."

  ### 45. more than forcast

**Rating:** 4.0/5.0 stars

**Reviewed by:** Aret T. | se, Enterprise (> 1000 emp.)

**Reviewed Date:** February 23, 2023

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

integration of sfdc and clear visibility of forcasting and predecting the deal percentage. very usefull to fill the gaps in salkes campagne and remind the team

**What do you dislike about Clari?**

some of the reporting functions is crashing ofen. and account or organizastion cahnges become nightmare.

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

forcasting and sales analytics

  ### 46. Saves Time and Useful Across Rev Org

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jennie T. | Sales Enablement Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 01, 2024

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

Integration with Salesforce.  Easy to assign accounts and individuals to a flow through Salesforce or Groove app.  The automated flows are used by our revenue team across the customer journey: from cold call outreach, during the sales cycle, post sales nurturing, and product trainers.  Integration with gmail calendar is helpful with handing off prospects from each stage.

**What do you dislike about Clari?**

The user interface to find templates and flows is difficult and clunky.  The massive list of templates can't be sorted and the search function isn't helpful.  Any new template goes to the bottom of the list.  As an admin, I build shared flows/templates and it is frustrating to point our users to a specific template.   When building a new flow/folder,  I see everyone's and can't filter or sort.  The gmail add-on took too much real estate on my email account.

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

Helped us coordinate and automate moving a customer or prospect through the sales cycle.  Analytics were helpful in setting outbound strategy for optimal times, response rates, etc.

  ### 47. Clari has helped me throughout my journey in Sales

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ray T. | Sales Leader - Asiapacific, Enterprise (> 1000 emp.)

**Reviewed Date:** October 08, 2024

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

It consolidates a lot of complex deal information into a simple dashboard that has helped me manage my various roles as account executive, regional leader and geographic leader.  The single truth eliminates the misinformation and timing often associated with off line reporting and analytics.  I can use it anyware from mobile or laptop so I can get the info in real time.

**What do you dislike about Clari?**

Limited customisation to look at rolling forecast accuracy or averages.  Flipping to other apps outside of the forecast screen is annoying.  Also the moble client needs work.

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

It helps us roll up and consolodate our funnel and forecast process across 6 regions om a consistent manner that uses the real time data from SFDC.

  ### 48. Best forecasting tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Manoj S. | Senior Business Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** January 07, 2025

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

Clari is hands down a very much user friendly tool with amazing features to explore forecasting and road ahead.

Real time update with SFDC and two way update makes it highly effective.

**What do you dislike about Clari?**

Few charting options and limited space to create a detailed dashboard.

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

Clari is putting analytics layers on SFDC data which helps to forecast the pipeline.

It is benifitting a great deal to see business insights and road ahead.

  ### 49. Flying Blind without Clari

**Rating:** 5.0/5.0 stars

**Reviewed by:** Todd H. | Chief Revenue Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2024

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

Clari gives me complete visibility into our pipeine and allows me to easily slice it up any way we need to understand what's happening.  Our reps can quickly and easily make CRM updates which help us drive strategic conversations in order to capture as much revenue as we can.  The Dashboards and Analytics don't require an advanced analyst to build or make sense of - they just work!

**What do you dislike about Clari?**

This one's tough, I've brought it into 3 organizations because it provides so much value.  The recent change with column views not being unique is a frustrating and annoying but we persevere

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

Complete control and visibility of our funnel in as many ways as we want to see it.  Speed and efficiency with a small team - we're able to get more done wihtout a team of analysts in rev ops

  ### 50. The Interface I wish I had for Salesforce

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 13, 2025

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

Its easy to navigate through all the opportunities within the region. I use Clari nearly every day as it allows me to keep tabs on accounts in a much easier fashion then going to SFDC. I primarily use the Inspect screen to understand what's going on in my region.

**What do you dislike about Clari?**

I find the mobile app to be underwhelming at this time. Hopefully this will be a place of improvement.

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

The ability to condense an entire region's set of accounts into one reporting function and easily make notes and changes. Salesforce remains our system of record but Clari has become our frontend for it.


## 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=6&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-07+09%3A47%3A23+-0500&secure%5Bsession_id%5D=6b78ad20-1854-4572-8680-531df6adaa82&secure%5Btoken%5D=0a2953f201e1b44a98a4e14ae58c291913b1482b6438591d9fe75e57e34061af&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
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

**Intelligence**
- Opportunity Identification
- Smart Content

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

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

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

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

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

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

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

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

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

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

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

**Mapping**
- Stakeholder Roles

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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