--- title: Clari Reviews meta_title: 'Clari Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 5607 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: 5607 scale: '5' date_modified: '2026-07-08' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Clari Reviews **Vendor:** Salesloft **Category:** [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) **Average Rating:** 4.6/5.0 **Total Reviews:** 5,607 ## 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, allowing quick dashboard creation and simplified forecasting management. (241 reviews) - Users value the **seamless integration with Salesforce** , enhancing workflow efficiency and simplifying access to sales opportunities. (184 reviews) - Users value Clari's **advanced forecasting and analysis features** that enhance financial management and decision-making. (180 reviews) - Users find Clari to be extremely **helpful for sales forecasting** , providing quick insights and simplifying reporting processes. (171 reviews) - Users appreciate the **seamless SFDC integration** of Clari, simplifying deal updates and enhancing overall usability. (141 reviews) - Users appreciate the **ease of use in forecasting** , enabling quick updates and better tracking against their quotas. (139 reviews) - Users value the **seamless Salesforce integration** of Clari, streamlining access to crucial account-level data effortlessly. (125 reviews) - User Interface (116 reviews) - Efficiency (110 reviews) - Time-saving (106 reviews) **What users dislike:** - Users experience **inconsistent Salesforce data reflection** , leading to confusion and reliance on possibly delayed information. (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) - Users experience **slow loading** times, particularly when pulling updates from SFDC, impacting overall performance. (91 reviews) - Users find **Clari's complexity** a challenge, particularly with its initial configuration and navigation difficulty. (85 reviews) - Users find the **learning curve challenging** due to initial configuration and occasional UI confusion, despite its ease of use. (80 reviews) - Forecasting Issues (75 reviews) - Inaccuracy (63 reviews) - Users report **customization limitations** with Clari, which hinder its adaptability to specialized business needs. (63 reviews) - Users experience **missing features** in Clari, particularly regarding filtering capabilities and customization options. (61 reviews) ## Clari Reviews ### 1. Good tool with potential for improvement in detail **Rating:** 3.5/5.0 stars **Reviewed by:** Ralph D. | Namen Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Clari?** Good summary from SFDC. Synchronization of the tools, i.e. the automatic real-time transfer of changes in the respective tool. **What do you dislike about Clari?** Performance, long loading times It is unnecessary to have to click into each subfield for the individual sales types and confirm the amount before it turns "green". I can't think of any reason why a different figure should be entered than the one resulting from the " "Core". I think it would be good if the sums were calculated according to sales stage, because there is already a percentage weighting. That is more realistic. It would also be helpful to have a field for the forecast high and forecast low in which you could include the opptys that you see as the basis for the figure. Maybe again with the percentage weighting, if my suggestion regarding the sales stages cannot be implemented. In addition, I generally miss a field where you can write an acceptance, which just comes without an oppty. In the territory, there will always be small orders or even orders for which there was previously no oppty. For smaller sales, the distribution does not even make a deal reg or oppty until the order is placed, but offers it to the partner independently at standard conditions. In a quarter, however, quite a lot comes together. You know from experience how much that is every quarter. **What problems is Clari solving and how is that benefiting you?** It is a better user experience than in the SFDC to make the forecast ### 2. Clear Deal Tracking and Forecasting Across Months, Quarters, and Years **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek S. | Senior Inside Sales Representative, Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Clari?** I know at any point what deals im pursuing and what is the value across months, quarters & years **What do you dislike about Clari?** Nothing much, solid in its utility. The phone experience is absolutely terrible. **What problems is Clari solving and how is that benefiting you?** Forecasting and closure tracking ### 3. Clari Makes Forecasting Easier and Helps Drive a Data-Driven Culture **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan M. | Sales Systems Director, Primary/Secondary Education, Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Clari?** Clari has been a game-changer for how we approach forecasting and pipeline management. The platform has made it easy for our team to move away from clunky Excel sheets and into a system that supports rep-level forecasting with a really clear and rigorous cadence. Our team has been getting more comfortable with it every day, and the insights we gain from features like activity tracking and account modal filters are incredibly valuable. The ability to drill down into data, filter by rep or account, and create custom dashboards has simplified our workflow immensely. Plus, Clari’s AI projections are a solid resource we refer to regularly, making our forecasting process smarter and more reliable. Clari is consistently expanding their roadmap and it’s clear they are invested in making this tool work for us. **What do you dislike about Clari?** One thing we struggle with is that some configurations require Clari's direct assistance, which can delay changes we want to make quickly. For example, shifting to a monthly forecast view seemed like a straightforward tweak, but it turned out to need more involvement than we expected. It's something we hope becomes easier over time. Additionally, we've noticed occasional inconsistencies, like certain users' activity data not syncing properly, requiring back-and-forth troubleshooting. While Clari's support team is responsive, it would be great if some of these issues could be resolved more smoothly without needing tickets or elevated assistance. **What problems is Clari solving and how is that benefiting you?** Clari is helping us streamline and improve forecasting, aligning our reps and leadership on a consistent process that was previously scattered and reliant on Excel. It's made identifying pipeline gaps and improving deal visibility much easier, allowing us to make data-driven decisions during our busiest seasons. Features like AI projections and account activity tracking have also been invaluable for spotting trends and keeping deals on track, ultimately helping us drive revenue predictability and better business outcomes. ### 4. Call Recording, AI Summaries, and Forecasting That Deliver **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2026 **What do you like best about Clari?** call recording, ai summary and forecasting **What do you dislike about Clari?** too manual, lacking LLM integrations.... **What problems is Clari solving and how is that benefiting you?** It does provide a deep analysis of our deals and it stremlines foreasting ### 5. Excellent Pipeline Control and Forecasting for Better Deal Management **Rating:** 4.5/5.0 stars **Reviewed by:** Jadran M. | Commercial Sales executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Clari?** This tool gives you greater control over your pipeline, enhances your forecasting capabilities, and allows for improved deal management. **What do you dislike about Clari?** There isn't really I dislike. Somethings things like widgets do not load properly. **What problems is Clari solving and how is that benefiting you?** I now have a clearer overview of my deals, which helps me respond more quickly and make smarter decisions as I work toward my goals. The monthly forecasting is both accurate and straightforward, allowing my team and me to set more realistic and dependable expectations for the management team. The analyze tool lets me dig deeper into changes and opportunities happening in my territory. ### 6. Effortless SFDC Updates Make Forecasting a Breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Bryce T. | Strategic Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 26, 2025 **What do you like best about Clari?** The ability to write back into SFDC so i can effectively do all of my weekly forecast updates from Clari **What do you dislike about Clari?** creating custom views seems a little clunky, would be good if could be AI prompted/generated. **What problems is Clari solving and how is that benefiting you?** can see where pipeline is getting stuck and when there is not enough very easily. Also makes the weekly forecasting and one on one process much faster. Finally it has become the core application for use in our QBR and has cut down preparation time significantly. ### 7. Great Customer Support and Easy to Use for End Users **Rating:** 3.5/5.0 stars **Reviewed by:** Kathryn P. | Sr. Salesforce and Systems Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Clari?** Clari Support is probably one of the best support teams I've worked with on any platform. They're responsive, they're helpful and usually have a fix out quickly. I appreciate the ease of use for users, it keeps them focused on what exactly it is that they need to be focused on without all the noise that can sometimes exist in a CRM. **What do you dislike about Clari?** There's no sandbox environment for when an admin is making changes. Recently we changed Opportunity Types and had to update our queries. Since there's no sandbox to make sure those queries are running correctly, there was a lot of anxiety around making those changes. Especially because there are people working out of Clari while we're making live changes. There also seemed to be holes with our integration, especially when it came to Groove and activities in general. I also wish it was easier for Clari Admins to create signals without having to rely so heavily on Support. While I love the Support team, I wish this was something Admins had more control over. **What problems is Clari solving and how is that benefiting you?** For the most part Clari is keeping end users focused on prospect and customer management without getting lost in some of the noise our CRM often has which gives us the ability to focus on bigger initiatives. ### 8. Senior Director, Sales Planning & Process **Rating:** 5.0/5.0 stars **Reviewed by:** Sónia P. | Senior Director, Sales Planning & Process, Enterprise (> 1000 emp.) **Reviewed Date:** September 02, 2020 **What do you like best about Clari?** Clari is a great tool because it simplifies forecasting and makes it so much easier to get accurate insights. The ability to customize fields and configurations without having to depend on external requests has been a game-changer. I really appreciate how Clari allows us to align rep and manager inputs using features like the path to commit and path to most likely. It’s helped cut down on inconsistencies and confusion, which used to be a huge issue. Also, the customer support has been outstanding. Anytime I’ve had a question, the team has been quick to respond and thoughtful in their solutions. For example, they’ve helped us navigate some pretty nuanced configuration changes and given us insights into how other customers approach similar challenges. It's clear they've got subject matter experts who know their stuff. Plus, the platform itself is pretty intuitive, which—for a system as powerful as Clari—is a big win for usability across my team. **What do you dislike about Clari?** One challenge with Clari is that some advanced configurations, like creating filters based on specific field logic, aren’t always straightforward. For example, I struggled to set up a filter to exclude blank fields in our renewals timing tab and had to rely on extra support to clarify the logic. While Clari’s flexibility is a strength, it can also create complexity—especially in larger organizations like ours with multiple geos and varied needs. It requires careful alignment and planning to ensure consistency. That said, the Clari team has been super helpful in addressing these gaps and guiding us through best practices. **What problems is Clari solving and how is that benefiting you?** Clari is helping us tackle forecasting inconsistencies and improve alignment across our sales teams. Features like path to commit and path to most likely have made it easier to track deals accurately and ensure accountability for both reps and managers. It’s also streamlined how we identify gaps and overlaps in forecasts across geos, making our process far more reliable. By reducing confusion and enhancing visibility, Clari supports better decision-making and drives overall sales efficiency. ### 9. Forecasting Streamlined **Rating:** 5.0/5.0 stars **Reviewed by:** Angela B. | Revenue Operations, Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Clari?** Clari has been immensely helpfu. It makes forecasting so much simpler and brings everything together. We used to do everything in clunky Google Sheets. But now, with Clari, it's all in one spot. It's incredibly easy to keep an eye on forecasts, pipeline changes, and how we're performing overall, all in real time. The Inspect module has been a great flexible tool for our team. We can easily break down the data by product, segment, or region, and update all from one tab. Having that kind of visibility and organization has made our forecasting calls way more productive and we're much better informed. **What do you dislike about Clari?** Clari Forecast does not let the user make calculated fields yet which means we have to submit a ticket each time we need a change or need something created. This slows down the process for us. **What problems is Clari solving and how is that benefiting you?** We needed to streamline our forecasting in a way that makes sense. Clari solves this for us! ### 10. Easy KPI Tracking While You Work **Rating:** 5.0/5.0 stars **Reviewed by:** Lisette P. | Academic Head, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Clari?** I love that I can easily see how I’m tracking against my KPIs while I’m working. **What do you dislike about Clari?** Sometimes there are delays when syncing and when identifying split sales. **What problems is Clari solving and how is that benefiting you?** It makes it easy for me to see what I’ve achieved so far and what I still need to finalise to receive more commission. ### 11. Intelligent Revenue Forecasting and Pipeline Management **Rating:** 5.0/5.0 stars **Reviewed by:** Ujjwal A. | Devops Engineer, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2025 **What do you like best about Clari?** 1 - AI-driven forecasting that improves accuracy of revenue predictions 2 - Clear visibility into pipeline health and deal progress 3 - Easy integration with Salesforce and other CRMs 4 - Intuitive dashboards with customizable reports 5 - Helps align sales, marketing, and finance teams on revenue goals **What do you dislike about Clari?** 1- Initial setup and customization can be complex 2 - Steeper learning curve for non-technical users 3 - Pricing is on the higher side for smaller organizations **What problems is Clari solving and how is that benefiting you?** Clari solves the problem of inaccurate revenue forecasting and lack of visibility into deals. By analyzing pipeline data with AI and providing actionable insights, it helps sales leaders predict revenue with confidence, identify risks early, and take corrective actions. This ensures more predictable growth and better collaboration across teams. ### 12. Intuitive but Needs Better Email Management **Rating:** 3.5/5.0 stars **Reviewed by:** Macy C. | Shift Lead **Reviewed Date:** December 10, 2025 **What do you like best about Clari?** I like how clean Clari is. It is well organized and easy to navigate, which really keeps me in check. Clari also ensures I am on time with my outreaches and saves me time with my meeting notes. **What do you dislike about Clari?** There are some small flaws in the email organization with Groove. When writing an email, it's not very organized, especially with the buttons and management. I also wish there was an easier way to see the emails I have scheduled to be sent out, without having to go through each individual flow. **What problems is Clari solving and how is that benefiting you?** I use Clari for managing flows and documenting meetings, ensuring timely outreaches, and saving time with meeting notes. ### 13. Super Intuitive Flow with a Great UI and Customizable Steps **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 11, 2026 **What do you like best about Clari?** I love the Flow the best, super intuitive, great UI, and has a number of features for customizing each step to your liking. **What do you dislike about Clari?** Needing a mobile functionality for Copilot. **What problems is Clari solving and how is that benefiting you?** Clari is solving our needs when it comes to using call recordings for training purposes, AI summaries that go directly to Salesforce, and using the recordings to create battlecards. It also help logging all emails/meetings and sending flows to help with outbound and onboarding needs. to customers. ### 14. There is room for improvement in enhancing predictions and analysis. **Rating:** 2.5/5.0 stars **Reviewed by:** Kaita U. **Reviewed Date:** November 16, 2025 **What do you like best about Clari?** I really like Clari’s excellent user experience (UX). It truly shines in weekly forecasts and opportunity analysis. This makes the workflow intuitive and allows me to analyze week-by-week data quickly and efficiently, saving a significant amount of time and effort. I also appreciate how smooth the implementation was. **What do you dislike about Clari?** I’m concerned that the advanced “Flow View” and “Waterfall View” aren’t working well. I also find it inconvenient that it still takes extra work to get the “Inspection View” display standardized using presets. **What problems is Clari solving and how is that benefiting you?** Clari is helpful for weekly forecasting and opportunity analysis. The ability to drill down into the data and analyze individual opportunities is extremely useful, and the AI-driven forecast predictions that build on that have been very valuable. ### 15. Great, simplified, actionable view for SFDC **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Clari?** I can quickly access and update the SFDC fields that are relevant forme. **What do you dislike about Clari?** I would like the product to provide more guided learning to discover and adopt more features. **What problems is Clari solving and how is that benefiting you?** It is a better interface than SFDC itself for reporting an tracking deals in a clear and friendly way ### 16. Super easy to use, smooth experience, consistently amazing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Clari?** Overtime it’s been consistently amazing! Yes, there have been changes but all have been improvements in my workflow and have made my job easier. I love that also I can rely on Clari because that’s how good it is. **What do you dislike about Clari?** I’m super happy with my experience consistently using the platform. **What problems is Clari solving and how is that benefiting you?** I use it for a financial perspective -- ### 17. Exceptional Tool That Elevates Our Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Davaris B. | Inside Sales Representative, Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Clari?** The accuracy and visibility of the forecasts have been extremely helpful for our sales efforts. Additionally, the insights we receive are valuable when reaching out to potential clients. **What do you dislike about Clari?** At times, the complexity and technology behind Clari can make it challenging to use and implement, particularly when I'm trying to introduce it to newer coworkers. It can be a bit overwhelming for those who are not yet familiar with the system. **What problems is Clari solving and how is that benefiting you?** Clari helps me stay on top of things so I don't fall behind, and it also gives me the chance to revisit information I may have missed during client calls. ### 18. Ease Forecast with clarity **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel g. | account executive, Enterprise (> 1000 emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Clari?** ease to view, quick resumes, forecast quickly **What do you dislike about Clari?** maybe plot quadrants, paths to crush quotas **What problems is Clari solving and how is that benefiting you?** good method for sales tracking and forecasting, just make it more editable for more effective reports ### 19. Clean Pipeline Forecasting and Smooth Salesforce Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Clari?** Gives a clean view of opportunities in pipeline when forecasting for the quarter. Also integrates very well with salesforce. Filters were easily, reports load quickly. **What do you dislike about Clari?** Sometimes the different dashboards aren't intuitive. **What problems is Clari solving and how is that benefiting you?** Helping us forecast deals effectively. ### 20. Easy-to-Use Forecasting, But Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Bryce P. | Manager, Sales process & productivity, Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Clari?** The ease of use for Forecasting and how easy it is for our rep to submit a forecast **What do you dislike about Clari?** The Groove product as it is very buggy and did not scale well for an enterprise company. **What problems is Clari solving and how is that benefiting you?** Visibility into forecasts and how the sales field is tracking against those forecast. It is easy for our ops team to create dashboards to analyze the data. ### 21. "Boost your sales game with Wingman: Your AI-powered wingman that helps you close deals faster." **Rating:** 5.0/5.0 stars **Reviewed by:** Shivam S. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2023 **What do you like best about Clari?** new ai functionalities added in the system but they are still limited **What do you dislike about Clari?** get more new automations and AI functionalities **What problems is Clari solving and how is that benefiting you?** Wingman uses AI and data analytics to analyze sales conversations and provide real-time coaching and feedback to salespeople, helping them to identify areas where they can improve their approach and increase their chances of closing deals. Additionally, Wingman provides reporting and analytics features that can help sales leaders identify trends and opportunities for improvement within their teams, and track the performance of individual salespeople over time. Overall, Wingman is a powerful tool for sales teams looking to improve their performance and increase their success rate in closing deals. ### 22. My experience with Clari Groove ROX! **Rating:** 4.0/5.0 stars **Reviewed by:** roger h. | Executive HCM Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Clari?** I love that I can create my very own "Flows' and create a cadence quickly. It fully automates my emails so I can send out mass emails and it tracks when they are opened. I live an breathe on the Groove Home page and use not only the activity feed but the Groove extension will go a step further and tell me if someone also clicked a link as well. Once I see you have opened my email, that is when I attack, in a loving way, thank you groove ! **What do you dislike about Clari?** We could use an easier way to load multiple contacts using Sales Force, Spaces work great it just can be time consuming and I think we could use a shortcut, just sayin'... :> **What problems is Clari solving and how is that benefiting you?** Keeps me on track on who is warm, hot or cold by activity tracking... ### 23. Advanced AI Outcome Predictions, With Room to Grow **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Clari?** How advanced it is for predicting outcomes using advanced AI tactics. **What do you dislike about Clari?** Navigation is very complicated so steeper learning curve **What problems is Clari solving and how is that benefiting you?** Helping to identify means of revenue and optimizing our various teams' efforts to reach goals. ### 24. Great experience utilizing Clari for Sales Job **Rating:** 4.5/5.0 stars **Reviewed by:** Geoff S. | Enterprise (> 1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about Clari?** It’s extremely user friendly. I even showed my kids when they asked what I was doing and they commented the same. **What do you dislike about Clari?** I’m not sure there’s anything at this point that needs updating. **What problems is Clari solving and how is that benefiting you?** It is helping me keep track of my outstanding pipeline. ### 25. User Feedback on Clari **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Clari?** 1.Good UI/UX experience overall. 2.Easy to onboard to equip at a team level of implementation. 3.Helps gain access to quick information. 4.Customisable metrics. 5.Easy and useful when integrated with Salesforce. 6.Use it often to access and act on data insights. 7.Helps aid customer requests with limited data points. We use Clari on the Renewals front and hence don't use it for customer support related cases. **What do you dislike about Clari?** 1.Renewals front uses a SF's fields called 'Next steps' to capture opportunity level notes but whenever we paste an image or use copy basted information, bold texts, tables etc. the output text becomes distorted on a refreshed view and instead displays gibberish and source code like text which is really unhelpful when trying to view notes. 2.Scope for further data analytics and customisation would have made the tools more customisable and specific to use case on the business front. 3.Load time optimisation and minor bugs. **What problems is Clari solving and how is that benefiting you?** One stop data point to see business front and analyse where to put my focus on amongst the clutter. ### 26. Enhanced Sales Forecasting with Intuitive UI **Rating:** 4.0/5.0 stars **Reviewed by:** Paul K. | sales manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 25, 2025 **What do you like best about Clari?** I really appreciate Clari’s intuitive and user-friendly interface, which made setting it up smooth and easy, especially in comparison to other tools I've used. The AI forecasting capabilities are impressively accurate, offering invaluable insights into my team's pipeline and larger deals. I love the ability to star accounts, simplifying my focus on significant deals and helping me strategize my next moves effectively. The seamless integration with Salesforce is another strong point, allowing me to quickly update and organize data without spending too much time in a tool I don’t enjoy. **What do you dislike about Clari?** I find it counterintuitive that I can't do mass updates on accounts directly within Clari. This limitation forces me to use another tool for this purpose, which is not convenient. Furthermore, I find it cumbersome that I have to click into Salesforce or other CRMs to perform certain workflows. I wish there were more links pushed through, like links to websites, which would make these processes more seamless. **What problems is Clari solving and how is that benefiting you?** Clari provides better insights into our sales pipeline, focusing on significant deals, and enhances forecasting accuracy. It allows easy switching between reps for a clear monthly and quarterly view, improving organization compared to fragmented spreadsheets. ### 27. Very User-Friendly and Helpful in Many Situations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Clari?** Very user-friendly and helpful in many cases. It’s easy to use and has been useful for me in a variety of situations. **What do you dislike about Clari?** Costs and integration with other systems. **What problems is Clari solving and how is that benefiting you?** fast Ui integration ### 28. Great for Forecast **Rating:** 4.5/5.0 stars **Reviewed by:** Jose Z. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Clari?** Clari does an excellent job of bringing clarity to forecasting and pipeline management. The interface is intuitive, and it provides real-time visibility into deal progression, rep activity, and forecast accuracy. **What do you dislike about Clari?** Clari can feel a bit overwhelming at first, especially for new users who aren’t familiar with forecast tools. **What problems is Clari solving and how is that benefiting you?** Clari helps solve the challenges of inaccurate forecasting, manual pipeline tracking, and lack of visibility across teams. By automating data collection and providing real-time insights into deal health and pipeline progression, it helps us catch at-risk deals early, reduce revenue leak, and make more informed decisions. ### 29. Happy with the results but the processes need to be more straight forward **Rating:** 3.5/5.0 stars **Reviewed by:** Bethany C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Clari?** I like I can send off hundreds of emails in bulk the same day. Additionally Groove support is efficient at answering questions and resolving my issues. Very reliable team y'all have over there. i use it frequently for my work as a BDM. I dont really implement or integrate. thats rev ops team's job. **What do you dislike about Clari?** My frustration is with the UI. It feels very clonky and a lot of times for me groove is frequently saying an issue has occured with that little issue pop up when I'm about my normal business and then I have to stop using groove and do something else until the engineering team resolves it. And parts of the UI seem counterintuitive and difficult. Heres to name a few to start: - SO many times I've started creating a flow and I accidentally x out of the screen and lose what I created. Wish the flow would save automactically as I'm building it out step by step. - It's really easy to lose track of contacts who bounce on a flow and it gets complicated really quick between removed, bounced, exited, completed, etc. to keep things straight. - I understand the purpose of global standards but would like to make a few exceptions to a few flows ex. we have a global standard to kick people out of a flow when they respond but when im sending out a monthly newsletter to my clients and prospects (regardless if they resond or not) i'm not able to do that very easily carrying the same audience across a multi-step flow **What problems is Clari solving and how is that benefiting you?** it solves: - sending hundreds of emails + newsletters in bulk saving me hours if not days of time - automating templeted emails i send frequently ad hoc ### 30. The best way to update all your opportunities **Rating:** 4.5/5.0 stars **Reviewed by:** Juan Pablo A. | Account Executive - General Business , Internet, Enterprise (> 1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Clari?** With Clari, you can access all your Salesforce information in one place. In fact, updating your forecasts and opportunities is easier with Clari than with Salesforce alone, since all the relevant information is conveniently displayed on a single screen. **What do you dislike about Clari?** I find it challenging to create personal reports and dashboards, as the process feels quite manual to me. Perhaps with more training, I would be able to use these features more effectively. **What problems is Clari solving and how is that benefiting you?** Clari allows you to save a significant amount of time when updating your opportunities. ### 31. Effortless to Use and Instantly Adopted by Our Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Clari?** Ease of use, data presented in a functional way and team adoption. **What do you dislike about Clari?** Still new to using, only drawback is having to log into another portal instead of being able to use from within our CRM (SFDC). **What problems is Clari solving and how is that benefiting you?** Clear picture of our forecast and ease of forecasting. ### 32. Boosting sales efficiency with Clari **Rating:** 4.5/5.0 stars **Reviewed by:** Nyjil N. | Business Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Clari?** The ability of Clari to provide real-time visibility into our sales pipeline and forecasting process is what I appreciate the most. Clari seamlessly integrates with our CRM and other marketing tools, which reduces the manual data entry. Clari's AI driven insights also help us prioritize actions, thus ensuring sales reps and managers can focus on right deals. About 100% of all our sales team and about 75% of entire staff use Clari. We had entire implementation and setup done within a day and internal user training was given with minimum effort. Initial glitches were sorted by Clari's exhaustive FAQ and self support section. **What do you dislike about Clari?** Clari's interface is a bit complex and a few users in our organisation found it difficult to navigate and required training to start with. Some features also require manual customisation, like dashboards and widgets. However these initial glitches were overcome by refererring to FAQs and support section. **What problems is Clari solving and how is that benefiting you?** Clari unifies the revenue related data from various sources like CRM, email, calendars into a single platform and this serves as a ssot for us. clari also improves forecast accuracy and predicatbility thus reducing our quarter end surprises. ### 33. It is a Salesforce wrapper, it is fine **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Clari?** Easy to see opps, totals across time. Changes SFDC fields right from forecast tool. **What do you dislike about Clari?** SFDC fields don't all map. Hard to run calculations based on stage, % close estimates. **What problems is Clari solving and how is that benefiting you?** Forecasting, it doesn't really solve any problems ### 34. Incredibly powerful... **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Clari?** Forecasting and Pulse tools with an incredible graphic - very intuitive. plus Dashboard versatility **What do you dislike about Clari?** there's nothing which I dislike particularly **What problems is Clari solving and how is that benefiting you?** Mainly forecasting and weekly business review processes, with Clari all these activities are much easier ### 35. Systems Engineer user experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Clari?** Solid tool that I still use for managing my opportunities. **What do you dislike about Clari?** It does everything I need as an engineer. **What problems is Clari solving and how is that benefiting you?** Clari saves a lot of time thanks to opps filtering and displaying recent changes in opps. ### 36. Easily Manage Your Pipeline and Understand Your Revenue Goals **Rating:** 4.0/5.0 stars **Reviewed by:** Kerry B. | Account Manager - SMB, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Clari?** Seamlessly integrates with Salesforce and updates next steps, rep forecast, and overall deal notes within Clari itself. Making it easier to forecast your deals and manage Opps within your CRM. Also helps forecast much more easily wth custom Opp views and quarterly forecasting. I know what I have to hit walking into each week, month, quarter-- and I know my pipeline at a glance. **What do you dislike about Clari?** Some implementation errors at first, for instance Auto-Renewal or Trial Opps cannot be confifigured in Clari due to their nature in the CRM. Learning curve with forecasting correctly and updating forecasts every week to stay on top of things. **What problems is Clari solving and how is that benefiting you?** Clari helps me manage my book of business more accuratley in terms of revenue for my closed won opps and renewal priority with my customers. ### 37. Effortless Forecasting and Seamless Salesforce Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Clari?** It updates and pulls directly from SalesForce and vic versa, I can make an update in Clari and it will reflect in SalesForce. Forecasting is simple and easy to use and 'quick submit' forecasts we use as a team weekly to stay on top of where we stand. **What do you dislike about Clari?** Would love to set email alerts that tell me an opp has not be updated in 2 weeks. **What problems is Clari solving and how is that benefiting you?** Provides a quick and clear overview of all my sales ops in one place... helps me prioritize those opps on a daily/weekly basis. ### 38. Comprehensive Sales Analytics and Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Rob W. | Sr. Director of Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Clari?** Once set up and installed, Clari is very intuitive to use. Our sales leadership uses it exclusively for daily reviews and analysis, preferring it over Salesforce. It does a great job pulling in data from various sources (there's a level-up bonus if you use Copilot, Clari's conversational intelligence tool) and providing one view to rule them all. Changing filters and modifying the criteria to slice and dice data is easy to use and understand. The ability to use multiple revenue fields for analysis is huge. Forecasting is also easy to set up and track. Customer Support is responsive. **What do you dislike about Clari?** There are a couple of quirks. The way it calculates win rates in its funnel analysis includes currently open opps, which is not how we would calculate win rates. Clari's Dashboards leave a lot to be desired. They are surprising limited versus how flexible the requisite data sources are. If they would expand the types of dashboard widgets and the filters on each, it would be a perfect tool. **What problems is Clari solving and how is that benefiting you?** Clari provides more flexible opportunity reporting than Salesforce provides. It also takes daily snapshots of all our sales data, which is invaluable in month-end and quarter-end board reporting. ### 39. Seamless Salesforce Integration and Pipeline Management **Rating:** 5.0/5.0 stars **Reviewed by:** Adrian K. | Regional Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2025 **What do you like best about Clari?** I appreciate Clari's seamless integration with Salesforce, which enhances our ability to visualize opportunities in real-time. The interface is much cleaner than Salesforce's, making deal progress tracking clearer. I also find the quarter-to-quarter and annual forecasting and opportunity review features particularly useful. The overall setup and maintenance are easy, and it works effectively as advertised. **What do you dislike about Clari?** Clari's AI deal scoring is linear and doesn't alway give an accurate portrayal of what's happening. Fortunately all the neccessary information is right there so a person can bypass the deal score and make their own determination about what's happening. **What problems is Clari solving and how is that benefiting you?** Clari provides a seamless integration with Salesforce for pipeline management and forecasting, making it easier to visualize opportunities in real-time and monitor deal progression. This ensures clear access to forecasts, maintaining connections with customers effectively. ### 40. The easiest way to forecast pipeline and renewals **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah A. | Senior Product Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Clari?** This is incredibly easy to use both for AEs forecasting their pipeline and for CSMs forecasting their renewals/downgrades/cancellations. It was super easy to get up and running as a new user. Our Ops Director did internal enablement and we hit the ground running. We use this every week to update our forecasts and report to our leaders. **What do you dislike about Clari?** There were some instances where a rep input notes or new ARR numbers and it didn't save. Not sure what happened but they did have to spend time inputting everything. Could have been a one off if we did an update to our platform. **What problems is Clari solving and how is that benefiting you?** Before, in Customer Success we were forecasting in Gainsight but leadership didn't have a way to know many quarters out how we were doing for renewals. This caused a lot of frustration with our stakeholders. Now, Clari helps us easily forecast for each quarter and identify risk or opportunities earlier. We're able to engage leadership in high ARR accounts leading up to renewal. We're able to export reports and forecast how much we need to save in order to hit our quarterly goals. It's night and day having this tool. It's been a game changer! ### 41. Good product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Clari?** 1. AI-powered workflows now guide reps with smart deal summaries and predictions. 2. Advanced forecasting tools support usage-based and complex revenue models. 3. Improved dashboards & admin controls offer flexibility and custom views. 4. Context-rich deal summaries help teams understand deal health quickly. 5. Expanded integrations (e.g., S3, Fivetran) make it easier to ingest external data. **What do you dislike about Clari?** 1. UI can feel clunky and hard to navigate for new users. 2. Onboarding is steep, especially for small teams or non-RevOps users. 3. Data sync delays from CRMs or third-party tools occasionally cause issues. 4. Cost may be high for smaller orgs relative to value delivered. 5. Dashboards lack flexibility in customization and filtering for some users. **What problems is Clari solving and how is that benefiting you?** gets the forecasting, quota, and pipeline in one place making it useful for sales ### 42. Effortless to Use with Excellent Salesforce Data Visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Carlos L. | Senior Manager, Sales Engineering - Latin, Italy & Benelux, Enterprise (> 1000 emp.) **Reviewed Date:** December 29, 2025 **What do you like best about Clari?** Ease of use. Good visibility on Salesforce data **What do you dislike about Clari?** Should be more flexible on dashboard customization **What problems is Clari solving and how is that benefiting you?** Making it easier to have visibility of sales status and performance during the quarter and year. Visibility on how subsequente sales periods look like (pipeline) ### 43. Makes my work more productive!! **Rating:** 4.5/5.0 stars **Reviewed by:** Kavya J. | Customer Success Manger, Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Clari?** Clari just keeps getting better! The new insights make it easier to see how customers are engaging and spot risks early on. I really like the updated forecasting view and smarter activity capture—it gives me a clear picture of account health without extra work. It feels like I always know what’s going on with my customers, which helps me stay proactive and strengthen relationships. **What do you dislike about Clari?** Clari is great, but sometimes the dashboards can feel a bit heavy, and it takes a moment to find exactly what I need. A simpler way to customize views or quickly filter information would make it even smoother to use. **What problems is Clari solving and how is that benefiting you?** It helps me keep a track of my email and allows me to follow up depending upon the emails opened. This has increased my productivity. ### 44. Good forecasting tool- Clari **Rating:** 4.5/5.0 stars **Reviewed by:** Bharat K. | Revenue operations Manager, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 05, 2025 **What do you like best about Clari?** I am using Clari more efficiently now, Cadence view is good. Tools in Analyze section are very useful. **What do you dislike about Clari?** I dont know if its due to our IT team or Clari change. previously Clari was syncing with SFDC at real time now it takes time around 12-15 min to sync. This should be improved **What problems is Clari solving and how is that benefiting you?** It helps to track and update forecasting at real time. also help me to conduct forecasting calls. it help me to analyse different sales metrics for different time periods. Deals life cycle analysis is very good ### 45. Well-Organized Sales Tool with Excellent Reports **Rating:** 4.0/5.0 stars **Reviewed by:** Shiran G. | Director Business Applications, Mid-Market (51-1000 emp.) **Reviewed Date:** December 24, 2025 **What do you like best about Clari?** Well organized for a sales team with good out of the box reports and dashboards **What do you dislike about Clari?** Administration has medium to long learning curve. **What problems is Clari solving and how is that benefiting you?** Allows us to manage all the forecasting process in the system and move away form manual excel spreadsheets. ### 46. Let your executive team self-serve on your forecast **Rating:** 3.5/5.0 stars **Reviewed by:** Hallie M. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2024 **What do you like best about Clari?** I like the bi directional interactions with my SFDC accounts **What do you dislike about Clari?** We have a few confusing fields but we can reconfigure them **What problems is Clari solving and how is that benefiting you?** it allows mgmt to know whats going on in my patch without digging into SFDC ### 47. Easy to view all in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan M. | Inside Territory Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Clari?** The main thing I love about Clari is its one place for everything I need. I'm sure others do this as well, but its so easy for me to sort by many different filters to figure out exactly what I am looking for and make adjustments as needed. **What do you dislike about Clari?** I don't really have a lot to complain about here.... sorry! **What problems is Clari solving and how is that benefiting you?** Its a single repository; one location to go for me to see all my opps at one time and sort by what I need to address that day. It lets me know where to start and structure my day ### 48. Great Forecasting Tool That Brings Renewals and Deals into Planning Early **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Clari?** Great forecasting tool! It helps eliminate the mystery around upcoming renewals and gets deals into planning earlier. It also helps teams prepare for churn and reallocate resources, time, and energy more effectively. **What do you dislike about Clari?** Nothing specific to speak of at this time. **What problems is Clari solving and how is that benefiting you?** Helping to remove the mystery around the ARR we have in pipeline. ### 49. Seamless Salesforce Sync Makes Pipeline Updates Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Clari?** It connects directly to Salesforce, so when I update Clari with my pipeline and forecast details, I don't have to do it in Salesforce too. **What do you dislike about Clari?** Sometimes split deals or holdouts won't pull into my pipeline **What problems is Clari solving and how is that benefiting you?** Sales forecasting & pipeline ### 50. Excelent Revenue insights provider **Rating:** 5.0/5.0 stars **Reviewed by:** Ronald G. | Power BI Developer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Clari?** Forecasting & Revenue Insights this is something very important for the business and Clari do it great **What do you dislike about Clari?** nothing so far, I think the platform is intuitive **What problems is Clari solving and how is that benefiting you?** It helps me find revenue insights and supports forecasting. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-08+11%3A41%3A08+-0500&secure%5Bsession_id%5D=966b5e82-e6d4-44e6-bb63-c5ffbe8bf39d&secure%5Btoken%5D=d1c132e0b79a067c5133f8ce54731245e350a1246729a782aa1dba6b55e58e9d&format=llm_user) ## Clari Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Azure Databricks](https://www.g2.com/products/azure-databricks/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 Spiff](https://www.g2.com/products/salesforce-spiff/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Webex Calling](https://www.g2.com/products/webex-calling/reviews) - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews) - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Clari Features **Lead Intelligence** - Market Insights - Account-level Insights - Lead Analysis **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Integrations** - MS Teams Integration - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Agentic AI - Revenue AI Platforms** - Natural Language Interaction - Proactive Assistance - Autonomous Task Execution - Cross-system Integration - Decision Making - Adaptive Learning **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Statistical Tool** - Scripting - Data Mining - Algorithms **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Calling** - Record Calls - Generate Location - Call Types - Click-to-Call - Auto Dialer **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **Intelligence** - Opportunity Identification - Smart Content **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Contact Capture **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed **Platform - Revenue AI Platforms** - Conversation Intelligence - Predictive Forecasting - CRM Data Enrichment - Actionable Insights - Risk Flagging - Workflow Orchestration - Sales Coaching - Pipeline & Deal Management - Customer Data Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Data Analysis** - Analysis - Data Interaction **Marketing Campaigns** - Omni-Channel Tracking - Revenue Planning - Media Attribution - Opportunity Timeline - Customization **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Contacts** - Personalization - Information Locater - Record Prospect Data **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Performance Analysis** - Coaching - Peformance Tracking **Mapping** - Stakeholder Roles **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking **Decision Making** - Modeling - Data Visualizations - Report Generation - Data Unification **Campaign Execution** - Website Personalization - Prioritized Accounts - Trending Accounts - Email Campaigns **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization **Generative AI** - AI Text Generation **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Account Data Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - 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