--- 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. Effortless Call Summaries with Clari **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2026 **What do you like best about Clari?** I use Clari for recording calls with my clients and summarizing important details along with to-do steps. I love that it provides good summaries of the calls. I also like that Clari captures the call script, which allows me to find specific parts of a conversation by searching for a word, despite the script not always being super accurate about who said what. **What do you dislike about Clari?** I think the script could be improved. Sometimes Clari doesn't get who said what, and the script shows the message under the wrong people. **What problems is Clari solving and how is that benefiting you?** I use Clari to record client calls, summarize important details, and save them for future reference. It helps me recall conversations accurately, and its script feature, despite needing some improvements, lets me locate discussions by searching for words. ### 2. Essential Tool for Accurate Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Chris L. | GTM Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2026 **What do you like best about Clari?** I love the bi-directional write capability with CRM, which I think is the best feature. This helps us drive better accountability and data hygiene throughout the forecast process. I also find the real-time signals provided by Clari really valuable for our teams to take action on. **What do you dislike about Clari?** It would be great to allow overlay teams with View Only licenses to have the ability to monitor pipeline and their own attainment goals within the forecast module. More robust mapping and reporting features as well as ability to load targets for these teams. **What problems is Clari solving and how is that benefiting you?** Clari provides real-time signals for our teams, helping with forecasting and pipeline review. Its bi-directional CRM write capability enhances accountability and data hygiene in our forecast process. ### 3. Admin in Clari is a dream **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Clari?** As an Admin of Clari I mostly create views and dashboards, as well as teach others how to create them. They are very easy to build, much easier than in Salesforce, and they are built out in no time at all. Clari keeps improving their application. New in Studio (Admin module) now lets us manage and update the Forecasting tabs. We have recently added Clari Copilot to the mix as well and adoption of that is going well. The Admin role in Clari is so simple; creating users, assigning forecasting rights, sharing views and dashboards, etc. is so easy to administer **What do you dislike about Clari?** Clari mandates that all fields must originate from Salesforce, including those that could be calculated from existing data. It would be more efficient if Clari handled these derived fields internally, as this would help reduce delays caused by our IT team's significant backlog. **What problems is Clari solving and how is that benefiting you?** Clari filled the gap in our Forecasting needs as they were unavailable in Salesforce when we purchased it. Dashboards have helped our sales managers better manage their sales teams by performing business reviews in Clari instead of Spreadsheets. Since the data is real-time, changes in Salesforce are reflected immediately in Clari, so nothing is missed. ### 4. Amanda Harper **Rating:** 4.5/5.0 stars **Reviewed by:** Cyndy M. | Inside sales manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Clari?** We started using Groove in 2023 for our inside sales team and later rolled it out across the entire company. The support we've received has been outstanding, and we continue to have bi-weekly meetings with our Account Manager, Amanda Harper, along with Katie. Honestly, the onboarding process, ongoing support, and responsiveness we've experienced have far outweighed any technical issues we've encountered with Groove. As a Sales Manager, I can confidently say that Amanda is a tremendous asset to Clari. She is professional, organized, patient, and truly a pleasure to work with. To be honest, I wish she were part of my own team! **What do you dislike about Clari?** Since we started using Groove in 2023, there have been numerous enhancements. Initially, we encountered some technical issues and found certain limitations in its functionality, but over time, updates were made to address these concerns. Overall, I find it intuitive to create templates and flows, and the integration with Salesforce is especially valuable. As a manager, I would appreciate more KPI analytics available in a dashboard that merges Salesforce pipeline data with Groove outcomes. This would help reps take greater ownership of their sales activities and better prioritize their follow-ups. Additionally, having more case studies and resources that showcase best practices and strategies for maximizing reach and effectiveness with Groove would be beneficial. Learning how others are leveraging the platform would provide valuable insights. **What problems is Clari solving and how is that benefiting you?** As part of an inside sales team managing thousands of accounts, this tool has supported us in crafting purposeful outbound messages, tracking leads effectively, and recording communications that are linked to our Salesforce accounts. ### 5. Revolutionized Our Pipeline Management **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney R. **Reviewed Date:** December 10, 2025 **What do you like best about Clari?** I like the ability to easily change important fields in Clari and Salesforce with one click. I also like the ability to see the hierarchy of deals based on location and manager, and how they are being attained with our goal. Seeing hundreds of deals grouped the way we forecast, and then being able to filter down based on different types of fields we put into Salesforce is great. Also, seeing where there's gaps at the opportunity team level helps us figure out where pipeline or special resources might be needed. **What do you dislike about Clari?** We want the reps to work more in Clari. However, we use other tools such as quoting that can't be done directly in Clari. So they are still having to click out of Clari to update different things. **What problems is Clari solving and how is that benefiting you?** I use Clari for better pipeline visibility and deal structure. It lets me easily change fields in Clari and Salesforce and view deal hierarchies by location and manager. I can filter deals for better forecasting and spot gaps where resources are needed. ### 6. Streamlined Forecasting with Easy Data Access **Rating:** 4.5/5.0 stars **Reviewed by:** Can A. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Clari?** I find Clari very easy to use, and the data I need is almost always presented right when I need it. During analysis, I can find the data details I'm looking for within selected areas easily. For example, if my pipeline has several opportunities, I can see each of its details with simple clicks while my analysis dashboard remains open. **What do you dislike about Clari?** There could be a set analytics page such as a dashboard where it gives you tailored analytics and graphs. It was hard as you didn’t know which elements contributed to your forecast. **What problems is Clari solving and how is that benefiting you?** Clari helps with day-to-day analysis, tracking drops and peaks in our pipeline, and forecasting market trends based on activity. ### 7. greatful **Rating:** 5.0/5.0 stars **Reviewed by:** Mostafa F. | agent, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2023 **What do you like best about Clari?** Clari is always evolving! Since you mentioned its ease of use and tracking features, I’ll share a few other aspects that I think really stand out recently: AI-Powered Forecasting: Clari’s predictive analytics and AI-driven forecasting have gotten stronger. It’s able to pull data from multiple sources to create highly accurate revenue predictions. This helps teams stay proactive and adjust strategies quickly. Deal Slippage Alerts: The system now offers better deal slippage indicators, so sales teams can get early warnings about deals that are likely to move slower than expected or face roadblocks. This can help to fix things before they become a bigger issue. Cross-Functional Collaboration: Clari’s enhanced visibility into pipeline metrics means that not just sales teams, but also marketing, finance, and customer success teams can align on goals and projections. This shared data makes cross-functional collaboration much more streamlined. Revamped Mobile Experience: The mobile app has seen improvements. Sales reps can now track and update deals on-the-go, which helps in keeping the CRM data accurate in real time. It makes Clari even more convenient for teams that are on the road. **What do you dislike about Clari?** Great, thanks for the previous input! Based on that and some recent feedback from users, here are a few areas where Clari could improve: Salesforce Integration UI (Side Panel Issue): As you mentioned, the new Clari side panel in Salesforce can be intrusive, especially since it can’t easily be hidden or minimized. This affects screen real estate and user experience. A simple "collapse" or "hide" button would solve this. Occasional Bugs & Lag: Some users report performance hiccups — freezing, lag when switching views, or data not syncing in real-time. This can create frustration during busy sales periods. **What problems is Clari solving and how is that benefiting you?** sending bulk emails and tracking Problem: Lack of real-time visibility into pipeline health and deal movement. Benefit: Clari gives us a live, accurate view of where every deal stands, so we can take faster, more informed actions.each link open and optimisng email templates ### 8. Share Questionable and Often Unanswered Data with Groove **Rating:** 0.0/5.0 stars **Reviewed by:** Michael K. | Worldwide Commercial Ops Manager | Human Resources & Finance Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about Clari?** Turns out Clari took the approach of every other self-proclaimed AI analytics company and opted to record data in a format that Overwrites and/or Deletes data they deemed “negative results” to ensure their software highlights that their various useless tools are working. These data storage decisions make it impossible to actually implement change or improve sales within any organization. Unless you or business requires a pat on the back you pay for to boost your self-esteem, this is an utter waste of money. **What do you dislike about Clari?** Lies and coverups. They venture into Business Partnerships under a guise of deceit and press it as far as they can before admitting they don’t have engineers qualified enough to fix the glaring issues in their software. Company Founders will go out of their way to not answer questions and rely on hopes and a prayer that their latest band-aid will hold their entire platform together. This is nothing more than a pig wearing colored lip balm – do yourself, your company, and the actual sellers you expect to use this software a favor and at least spring for a pig wearing lipstick. **What problems is Clari solving and how is that benefiting you?** Clari created completely completely original and unique horrors of useless software. Rather than drive Modern Selling they set our organization back at least a decade. We would’ve been better off sending folks out with pamphlets door-to-door. ### 9. Clari makes sales management SO much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Bjorn H. | EMEA Sales Leader, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Clari?** The clarity and insight it gives. the easy with which you can update deals is unbeatable and so much better than working without it. **What do you dislike about Clari?** Nothing, it's amazing and gives me all insights needed **What problems is Clari solving and how is that benefiting you?** It gives me insight in the things I need quicker than I could get the insight in salesforce ### 10. Intuitive UI and Seamless Salesforce Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Gustavo G. | Solution Architect, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** November 28, 2025 **What do you like best about Clari?** I truly appreciate Clari's visual and interactive user interface, which significantly enhances its usability and makes it very useful in my daily tasks. The seamless integration with Salesforce is another fantastic feature that I find incredibly beneficial, as it allows for a streamlined workflow and a more cohesive experience when working across platforms. Additionally, the ability to gather or update information within Clari is extremely useful, as it aids in maintaining efficient communication and data management. The platform's capability to provide a clear overview dropdown for several analyses is highly valuable, presenting data in a very organized and visual manner, thus facilitating reporting for the sales team. Furthermore, Clari greatly streamlines the reporting process, and its interactive UI makes it easy to conduct forecast reviews with the sales team. Overall, these features contribute to Clari being a vital tool for our commercial team meetings and pipeline reviews. **What do you dislike about Clari?** I tend to have issues when downloading information from Clari. Specifically, when I want to perform further analysis on the information, it is often difficult to gather it in a proper format. This format issue makes it challenging to import data into Excel or Google Sheets for further analysis. This aspect could definitely be improved. **What problems is Clari solving and how is that benefiting you?** I use Clari to streamline forecast and pipeline reviews with the sales team. It provides a clear overview, visual analysis, facilitates reporting, and integrates with Salesforce. The interactive UI simplifies team meetings, enhancing the overall efficiency and user experience. ### 11. Game Changer for Streamlined Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Brittany W. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 12, 2025 **What do you like best about Clari?** Clari Copilot has been a huge help in simplifying my day to day workflow. I love how it automatically logs meetings with topics directly into Salesforce, it saves me time and keeps everything organized. The ability to regenerate an email based on a call is another standout feature that makes follow-ups so much easier. I also lean heavily on the note taker during meetings. It captures action items seamlessly so I can stay fully engaged in the conversation instead of pausing to write things down. **What do you dislike about Clari?** While the platform is incredibly useful, there are a few areas that could be improved. I wish it were more organic and easier to record in-person meetings. At times, the inbound dialer can give me issues, which interrupts the flow of my work. Additionally, when multiple people are speaking on a call, the transcripts can get mixed up, making it harder to follow the conversation afterward. There have been a few times I’ve run into technical issues, but the support team is quick, responsive, and always resolves things efficiently. Overall, Clari Copilot has made my admin work smoother and more effective, and I’d recommend it to anyone looking to streamline their workflow. **What problems is Clari solving and how is that benefiting you?** Clari helps reduce my admin work by auto logging meetings into Salesforce, capturing action items with the note taker, and regenerating emails from calls. This saves me time, keeps me organized, and allows me to stay fully engaged with clients. ### 12. Clari makes outreach effortless and effective **Rating:** 4.5/5.0 stars **Reviewed by:** adam d. | Global Director of Sales Development, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Clari?** Clari makes it simple to build, run, and optimize outreach sequences without feeling like I’m chained to a dialer or email queue all day. The platform keeps me organized, ensures no lead slips through the cracks, and gives me insights into which messages actually resonate. I especially like how it integrates cleanly with Salesforce and other tools, so I don’t have to waste time toggling between systems. **What do you dislike about Clari?** The analytics are strong, but sometimes I wish the reporting was even more customizable for quick ad-hoc views. It’s not a deal-breaker, just something I’d love to see improved as the product matures. **What problems is Clari solving and how is that benefiting you?** Clari solves the biggest headache in outreach: staying consistent, personal, and efficient at scale. Before using it, managing sequences across hundreds of prospects meant dropped balls and missed follow-ups. With Clari, I know exactly who to reach out to, when, and with what message. It keeps my pipeline moving, helps me test and refine messaging, and ultimately makes my outreach more effective without adding more hours to my day. The result is more conversations started, better engagement, and less time wasted on manual tasks. ### 13. Boosts Salesforce Visibility, Needs Better Filtering **Rating:** 4.5/5.0 stars **Reviewed by:** Tricia B. **Reviewed Date:** November 24, 2025 **What do you like best about Clari?** I find Clari significantly beneficial as it simplifies the view of sales opportunities, allowing me to focus effectively on what matters most. The platform's ability to provide real-time updates is particularly valuable, ensuring that I have access to the most current information at all times. I especially appreciate the seamless integration with Salesforce, where Clari offers the capability of one-click navigation directly to specific opportunities. This feature enhances my workflow efficiency, reducing the need for multiple steps to access such data. Additionally, Clari's feature of enhancing visibility into opportunities is incredibly advantageous for streamlining my sales processes. **What do you dislike about Clari?** I find the filtering and exclusion capabilities somewhat ineffective. When I try to filter out certain solutions that do not pertain to me, they still appear. This is frustrating, particularly because I do not get paid for these solutions, which makes their persistence even more unnecessary. **What problems is Clari solving and how is that benefiting you?** I find that Clari simplifies the view, narrows down opportunities to focus on, and provides real-time updates, enhancing my ability to manage Salesforce Deal Opportunities effectively. ### 14. useful tool to mage my business **Rating:** 4.0/5.0 stars **Reviewed by:** jason s. | NZ Country Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Clari?** Helps me have a view of my entire business and view by rep. Enables me to accurately forecast to ensure I can manage expectations upwards in the business. **What do you dislike about Clari?** More AI features or templates to make it more valuable to use **What problems is Clari solving and how is that benefiting you?** gives me an accurate view of my business ### 15. Transforms Forecasting with Powerful Insights and Seamless Visibility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2025 **What do you like best about Clari?** Clari gives our Revenue and Sales teams a single source of truth for forecast accuracy. The visibility into week-over-week pipeline movement, deal health, and rep activity helps us spot risk early and keep leaders aligned. The UI is intuitive, and the roll-ups make it easy for executives to understand what’s changed and why. When fully adopted, it removes a lot of manual spreadsheet work and creates true accountability. I also love the AI projection, it provides key insights into where we’re trending versus our goals, which helps validate manager calls and plan more effectively. **What do you dislike about Clari?** Clari is only as good as your Salesforce hygiene and your internal operating rhythm. If reps aren’t consistently updating opportunities, forecast categories, and notes, some insights become less actionable. Implementation is not “set it and forget it”. Your RevOps admin needs to actively manage fields, definitions, and integrations to keep the system accurate but the teams are very supportive. **What problems is Clari solving and how is that benefiting you?** Clari is best suited for companies with a multi-layer forecasting process or distributed sales teams where you need consistency across segments, products, and geographies. It’s extremely helpful for leadership QBR prep, weekly forecast calls, and understanding how deals progress or slip. Invest time upfront in defining your categories, process, and expectations for reps. ### 16. Best tool to help with sales forecasting and planning. **Rating:** 4.5/5.0 stars **Reviewed by:** Abhinav A. | Account Director, Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Clari?** The UI has changed a little, but the ease of use and forecasting on it remains the same. **What do you dislike about Clari?** This issue has been solved for me now. Can directly login from SalesForce. **What problems is Clari solving and how is that benefiting you?** Gives a clear view of the pipeline available, targets, closed and remaining quotas quarterwise. ### 17. Great revenue ops platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about Clari?** The transition from human-driven to predictive revenue concept opens a new door for revenue-driving outcomes like higher-quality pipeline and data trust **What do you dislike about Clari?** The synergy between Clari and Salesloft being a system of action can go deeper. **What problems is Clari solving and how is that benefiting you?** Clari sits on top of SFDC and visualizes better and simpler the information that a sales leader would need in front of him to make informed decisions. Accuracy of the data in the backend is a must, but aside from that how data is presented also matters. ### 18. A reliable sales partner **Rating:** 4.5/5.0 stars **Reviewed by:** Giannis S. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Clari?** Copilot’s call capture and transcription are reliable so I don't have to worry about keeping handwritten notes anymore, and the Smart Summaries help our management and clients to get the value out of the meeting. **What do you dislike about Clari?** The only frictions is that it takes a bit of upfront configuration to align the Clari fields to our sales methodology. **What problems is Clari solving and how is that benefiting you?** As an AE, Clari solves a few everyday headaches. After calls, I’m not buried in notes because captures the conversation, gives me a clean summary, and surfaces next steps, so I can follow up fast and keep the deal moving. It also keeps our CRM clean without me babysitting fields. When I need to prep for a next meeting or a forecast call, I can quickly search transcripts or ask questions to spot risks, decision-makers, and open items. ### 19. Clari Makes Revenue Predictable with Real-Time Visibility and Accurate Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Pratik M. | Senior Software Engineering, Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2026 **What do you like best about Clari?** The best thing about Clari is that it makes revenue predictable by giving teams real-time visibility, AI-driven insights, and accurate forecasting—all in one platform. **What do you dislike about Clari?** It should add more features, like mass updates, and make the analytics more independent. **What problems is Clari solving and how is that benefiting you?** It helps drive revenue by giving teams accurate forecasts, full pipeline visibility, and early risk detection—turning sales from guesswork into a predictable, data-driven process. ### 20. Great Forecasting, Needs Better Historical Data Access **Rating:** 4.0/5.0 stars **Reviewed by:** Stephanie F. **Reviewed Date:** November 11, 2025 **What do you like best about Clari?** I find Clari incredibly useful for its forecasting tool, which provides a real-time snapshot of opportunities within a quarter, enabling me to assess the likelihood of deals closing. The interface is nice and contributes to ease of use, making my interactions with the software pleasant. Overall, it's a helpful tool that greatly facilitates forecasting and managing the opportunity pipeline. The ease of the initial setup was also a positive aspect, allowing me to quickly start leveraging its benefits. **What do you dislike about Clari?** I find it challenging to locate information about past quarters that have been closed. This limitation hinders my ability to easily access historical data, which is crucial for evaluating past performance and making informed decisions. To improve this, it would be beneficial if Clari offered built-in dashboards that enable viewing closed deals from past time frames such as the past year, month, or week. This feature would significantly enhance the usability of the tool by providing a more comprehensive view of past achievements. **What problems is Clari solving and how is that benefiting you?** I use Clari for real-time forecasting, which helps me evaluate the probability of opportunities closing within the quarter. It provides a helpful snapshot of the pipeline, enhancing visibility and decision-making. ### 21. Streamlined Forecasting with Salesforce Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sandra A. **Reviewed Date:** December 03, 2025 **What do you like best about Clari?** I greatly appreciate Clari's ability to bring structure and manage data that Salesforce lacks, which simplifies our forecasting and opportunity reviews. I particularly enjoy the forecast tab and find it incredibly valuable that I can directly open opportunities in Salesforce. The integration between Clari and Salesforce is seamless, allowing for efficient access to detailed opportunity information. Additionally, the opportunity tab in Clari enhances my workflow by providing clear insights. I highly value the connectivity and interaction between these features, which contribute to a more organized and structured approach to our sales processes. **What do you dislike about Clari?** I find the forecast tab in Clari somewhat cumbersome due to the multitude of fields that require manual calculations. This lack of automation hinders efficiency and adds extra steps to my workflow. **What problems is Clari solving and how is that benefiting you?** Clari organizes Salesforce data, offering structured forecasting and opportunity reviews, integrating seamlessly for deeper insights. ### 22. Great pipeline visibility and support, but dashboards need more flexibility and fewer limits **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2026 **What do you like best about Clari?** What I like most about Clari is how it makes managing and understanding our pipeline so much easier. The visualization tools are intuitive, and features like the funnel and flow modules really stand out for helping us track where deals are stalling or slipping, which is something our leadership team cares deeply about. Being able to quickly break down information by opportunity type and pipeline stage has been incredibly helpful. The ability to customize dashboards to cater to different audiences, whether it's exec-level overviews or tactical manager insights, has been a big win for our team. Another standout has been the level of support from Clari’s team. Every time we've had ad hoc requests or needed help setting something up, they've been great at stepping in quickly to guide us. They're especially proactive about showing us features we might not be using yet. That partnership has made a meaningful difference in getting the most out of the tool. **What do you dislike about Clari?** One thing I'd like to see improved in Clari is increased flexibility in some of the visualizations and configurations. For example, consistency in color-coding across dashboards and the ability to add text spacers would make dashboards clearer and easier to navigate, especially when presenting to leadership. It’s also not always immediately clear which fields can be grouped or filtered on without digging deeper, which adds some friction. Additionally, the widget limit for dashboards can be a challenge when trying to display everything our team requires in one view. While we've found workarounds, having more flexibility here would be a nice improvement. **What problems is Clari solving and how is that benefiting you?** Clari helps us tackle challenges like pipeline visibility, deal hygiene, and forecast accuracy, which are critical for our sales organization. By centralizing data and providing clear insights into pipeline stages, slipped deals, and rep activity, it’s easier for us to identify gaps and focus efforts where they’re needed most. This has not only improved our forecasting but also enabled better coaching for reps and alignment across leadership, making our sales process more efficient and effective. ### 23. Boosts Organization and Simplifies Forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Brennan C. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Clari?** I appreciate how Clari makes forecasting and updating a quick task rather than something that consumes a lot of time in my day. The integration with Salesforce is seamless, and it enhances the overall efficiency of managing my tasks. The ease of updating within Clari is particularly valuable as it simplifies the process of providing quick updates to my manager and ensures I stay organized. This level of integration and ease means I spend less time on these necessary tasks and more time on other priorities which in turn, boosts my productivity. **What do you dislike about Clari?** I find navigating Clari to be somewhat cumbersome, particularly when trying to determine which page to go to for specific tasks. Additionally, the interface doesn't feel fully optimized for browser use; scrolling can be inconsistent as one part of the window moves while another doesn't, requiring me to adjust by moving or zooming manually, which disrupts my workflow. The presence of too many small windows further adds to this navigation complexity, making it feel bulky and less intuitive. **What problems is Clari solving and how is that benefiting you?** I use Clari to quickly update my manager and stay organized, simplifying forecasting and pipeline management, saving me considerable time. ### 24. Clari has streamlined our sales forecasting and pipeline management **Rating:** 5.0/5.0 stars **Reviewed by:** Gourav S. | DevOps, Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Clari?** What stands out most is its ability to provide real-time insights into the sales pipeline. The predictive analytics and forecasts have helped our team stay ahead of potential bottlenecks and identify at-risk deals early on. The interface is user-friendly, making it easy for both experienced salespeople and new hires to adapt quickly. **What do you dislike about Clari?** The initial implementation took a bit longer than expected, especially when trying to integrate with some of our existing tools. Also, certain advanced features could be overwhelming for new users without proper training. **What problems is Clari solving and how is that benefiting you?** Clari has addressed several challenges in our sales operations, particularly around visibility and forecasting. It helps us consolidate data from different sources, enabling accurate pipeline predictions and more informed decision-making. By providing a unified view of sales activities and customer engagements, Clari has enabled us to forecast revenue more reliably and identify potential risks early on. This has helped us improve our sales execution and close deals more efficiently. ### 25. Very useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2021 **What do you like best about Clari?** Clari is clear and concise. Easy interface and ease with salesforce updates **What do you dislike about Clari?** I dont have many dislikes only complaint is using so many platforms **Recommendations to others considering Clari:** Taking your time to understand the unique tools provided through grove will make life so much easier **What problems is Clari solving and how is that benefiting you?** I am time and problem-solving. It saves so much time being able to throw anywhere from 15- 300 prospects in a flow and watch the magic happen. As you have clear insights available on hand ### 26. Great call summaries and next steps, but admin user management feels clunky **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 12, 2026 **What do you like best about Clari?** I find Copilot the most beneficial, with it being great at summarising calls and creating next steps, meaning I can focus on the call more, and not worry about notetaking **What do you dislike about Clari?** I find some of the UI a little clunky at times. Specifically in the Admin section, updating/editing users can be a little clunky, and can at times require clari support for changes (such as email updates). Granting greater access to admins would be a big benefit **What problems is Clari solving and how is that benefiting you?** As mentioned initially, call recording and note taking is the biggest benefit allowing my to focus on the call and not worry about typing things out. ### 27. Effortlessly Tracks Opportunities, Easy Setup **Rating:** 4.5/5.0 stars **Reviewed by:** R S. **Reviewed Date:** November 05, 2025 **What do you like best about Clari?** I find Clari really easy to use, which significantly enhances my workflow efficiency. I appreciate the ability to set up multiple views, allowing me to monitor different team members and their opportunities seamlessly. This feature helps me manage and oversee my team effectively during our weekly forecast calls. The functionality to zero in on specific states enables me to gauge our progress accurately, ensuring that I can maintain alignment with upper management's expectations. Overall, Clari's user-friendly interface and flexible view options transform how I track and update opportunities. **What do you dislike about Clari?** I dislike that Clari doesn't offer a 'best case most likely' forecasting option, which our finance team uses frequently. This lack of functionality limits our ability to forecast effectively using this preferred method. **What problems is Clari solving and how is that benefiting you?** I use Clari to get a highlight overview of all my opportunities, easily update and change close dates, and ensure everything is aligned for management. It simplifies tracking my team members' opportunities and identifying progress during forecast calls. ### 28. Great Tool for Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 04, 2025 **What do you like best about Clari?** What I appreciate most about Clari is how it helps simplify and structure our forecasting and pipeline management. The platform's ability to create cadences and standardize dashboards is a big win for us, especially when trying to align our leadership on key metrics and priorities. It’s intuitive and lets us focus on what matters, like identifying risks in deals or understanding what's working and what’s not in our pipeline. Their flexibility to integrate fields, like our Korn Ferry scoring, and provide real-time actionable insights across various levels of leadership has been super helpful. It makes complex tasks feel less overwhelming. Another standout is how responsive and proactive the Clari team has been. Whether it’s helping us troubleshoot issues or working through our RevDB migration, they’ve been supportive and transparent. The frequent syncs and follow-ups on action items make it feel like a true partnership. Plus, it’s a relief not needing to reinvent the wheel—Clari’s features are ready to go and easy to tweak according to our specific needs. **What do you dislike about Clari?** One challenge with Clari has been ensuring all the data we need, like fields for Korn Ferry scoring or historical tracking, is properly set up and integrated. Sometimes it feels like there’s a lot of groundwork required on our side to align everything in Salesforce before we can fully leverage Clari’s capabilities. It’s not a dealbreaker, but it’s a bit of extra effort upfront. Another thing is that some features, like the account module or certain analytics, require a bit more exploration and customization on our end to get the full value. Once it's set up, though, it runs smoothly and adds great insights! **What problems is Clari solving and how is that benefiting you?** Clari is helping us improve forecasting accuracy, pipeline visibility, and deal risk identification. It makes it easier to align leadership on priorities by standardizing dashboards and cadences, so everyone’s looking at the same data in real-time. We’re also able to pinpoint gaps in sales processes, like missing fields or deal progression issues, which helps managers focus on what matters most. Ultimately, it’s making our team more efficient and decisions more data-driven. ### 29. Clari: Unmatched Call Review Features **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2026 **What do you like best about Clari?** I really like how Clari lets me pause and rewind my recordings anytime, which is super helpful for reviewing what clients talked about and taking accurate notes. Before using Clari, I often forgot details from client calls, which made it tough to remember everything. Clari has really helped me a lot with that by giving me notes and the ability to review calls in detail. **What do you dislike about Clari?** nothing **What problems is Clari solving and how is that benefiting you?** I use Clari to review call recordings with clients. It helps me remember what clients say by allowing me to pause, rewind, and take notes easily. ### 30. Seamless Salesforce Integration Boosts Sales Efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin Mark T. | Senior SDR, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Clari?** I like that Clari integrates really well with Salesforce. It automates and makes leads and contacts easy to review. **What do you dislike about Clari?** Making a dashboard view to review other sales reps' work by same team members can be challenging when someone is on leave. This is only available right now as a Manager dashboard view. **What problems is Clari solving and how is that benefiting you?** I use Clari for sales outreach. It automates cadence for calls and emails, integrates well with Salesforce, and makes leads and contacts easy to review. ### 31. User-Friendly with Insightful Forecast Features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Broadcast Media | Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Clari?** I find Clari incredibly user-friendly, which simplifies my workflow considerably. I appreciate the straightforward setup process, making it easy to get started without unnecessary complications. Clari enhances my experience during focus and forecast calls by providing an easy view of various geographical areas that we cover. The features like the analysis tab are particularly valuable as it shows the waterfall flow and gives a clear picture of how the pipeline and its various stages are progressing or regressing. This information is crucial for effectively managing my work. The inspect tab also provides an insightful view of the pipeline's status and progression, which is essential for monitoring performance over time. I am impressed with how these features offer a comprehensive and clear understanding of ongoing processes, making Clari a tool I would willingly recommend. **What do you dislike about Clari?** I find it challenging to easily toggle between tabs like the inspect tab. For instance, when I want to view specific details such as a close date, a filter would be a more efficient option rather than delving into the entire set of details. This lack of streamlined navigation adds unnecessary complexity when performing simple checks. **What problems is Clari solving and how is that benefiting you?** I use Clari for running forecast calls and it provides an easy view of various geos we cover, enhancing our focus during these calls. ### 32. Powerful Historical Reporting and Trend Insights by Person **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | Colleague Enablement Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Clari?** I love how it allows me to surface all sorts of data from my team, historically - i can see point in time reporting and trends by person **What do you dislike about Clari?** it is a little slow at the best of times **What problems is Clari solving and how is that benefiting you?** allowing me to understand in detail where my team need support - i.e which stage of the sales cycle ### 33. Makes Sales Life Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Amol W. | Senior Sales Operations Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Clari?** Lot of new features have further enhanced the UI **What do you dislike about Clari?** All looks good. Everything seems to be as per expectations **What problems is Clari solving and how is that benefiting you?** AI Projections Quota Management Forecasting Dashboards & feasibility of customized views ### 34. Clari Makes Interaction Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Preet M. | Technical Consultant I, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Clari?** The best part of Clari is how easy it is for us to interact with it. **What do you dislike about Clari?** They don’t publish pricing anywhere, which almost always means “expensive and negotiated per deal.” For smaller teams or orgs evaluating options, that’s an unnecessary friction point. **What problems is Clari solving and how is that benefiting you?** it replaces messy spreadsheet forecasting with structured, auditable data — making the whole revenue process more accountable and easier to course-correct mid-quarter.​​​​​​​​​​​​​​​​ ### 35. The Forecasting Tool Everyone Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Heather R. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Clari?** Clari has been our go to forecasting tool for several years and is used daily by the sales team. That said, it does so much more than that! This is a tool that every company should be using. It's easy to use and since many companies do use it, it's really easy to get new ramps set up quickly which saves time. It also integrates really well with Salesforce so the team always has what they need all in one place when forecasting. My favorite is all of the new features and betas they have. They continue to raise the bar for what they can do. They don't settle for status quo! As an admin, I really appreciate how easy it is to contact support and get issues resolved. We also have a stellar CSM so we are very fortunate! **What do you dislike about Clari?** There aren't any downsides to using Clari. Overall it's been a great tool and I can't imagine not having it at any company. **What problems is Clari solving and how is that benefiting you?** Clari is our forecasting tool but is also critical in helping us with sales performance and sales engagement. It helps us capture activity and also pulls everything into one easy view to make sales coaching easier. The Salesforce and Google integrations are huge for us. ### 36. Clari is always broken **Rating:** 4.0/5.0 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?** I like that I can see all of my deals and all of their values in USD and AUD. **What do you dislike about Clari?** I do not like that it is always down or pulls in the incorrect opportunities. **What problems is Clari solving and how is that benefiting you?** Clari gives me visibility over my deals at Qualtrics where I get to see my opportunities and forecasts. ### 37. It simplify my job, makes it easier and saves me time **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Clari?** I really like that revenue cadences finally standardizes our workflow. Instead of every manager winging their forecast calls, we have a consistent, data-backed framework. It’s shifted our meetings from "interrogation sessions" to real strategy, as the data is already there and ready to be used **What do you dislike about Clari?** The mobile experience could be better. As someone who's often between meetings, having the same level of depth and ease of use on the app as I do on the web version would be a huge help **What problems is Clari solving and how is that benefiting you?** gives me visibility on how my business i going ### 38. Intuitive Analytics, Needs Greater Flexibility **Rating:** 4.0/5.0 stars **Reviewed by:** Josiah R. | Head of Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Clari?** I love the analytics features in Clari, especially the waterfall that shows what happened to our pipeline and how we stack up historically. The ease of use and functionality, particularly in reporting and forecasting, make it a valuable tool. The Salesforce integration is indispensable because it seamlessly brings in the data necessary for our operations. Additionally, Clari provides insights that help us focus on the right deals, which enhances our decision-making and operational efficiency. **What do you dislike about Clari?** I find the setup process challenging, especially when migrating fields from Salesforce, as it can't handle formula fields directly. This requires creating and maintaining duplicate fields, which adds complexity and workload. Additionally, I am disappointed with the limited configurability of dashboards, which feel too basic and lack customization options. Also, Clari's integration capabilities are inadequate, particularly in pulling in call transcripts, which requires working with other tools. Furthermore, the flexibility in setting up hierarchies is lacking, as it relies on CRM's static hierarchy that doesn't accommodate midyear team changes efficiently. **What problems is Clari solving and how is that benefiting you?** I use Clari to accurately forecast, analyze our pipeline, and identify key deals, which enhances decision-making and team efficiency. Its analytics eliminate the need for manual reporting, offering quick insights into sales activities and projections. ### 39. Groove's dialer has constant connections issues and its very basic for a strategic seller **Rating:** 2.5/5.0 stars **Reviewed by:** Abigail N. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2021 **What do you like best about Clari?** They got rid of their old live support module which was really important bc groove has a lot of tech issues. Have to flip between groove and salesforce tabs too often. **What do you dislike about Clari?** Better support, more thorough interface when using dialer - would like to see more contact details when making calls **Recommendations to others considering Clari:** Useful for medium to high volume outbound sales (adding 10-20 prospects a day.) if less this might not be the right resource. **What problems is Clari solving and how is that benefiting you?** Outreach is organized and you can personalize each individual email, it logs calls and tracks email activity to help management record KPI. ### 40. Clear Forecasting but UI Needs Tweaks **Rating:** 3.0/5.0 stars **Reviewed by:** Yun-Han Grace P. | Solution Executive, Enterprise (> 1000 emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Clari?** I like Clari's visual design and the nice, clear style of word presentation. I enjoy being able to forecast easily without having to add up manually. Clari helps save time, reducing manual work with its automated process. The initial setup was easy too. **What do you dislike about Clari?** UI sometimes not intuitive enough, timeframe, e.g. I was in Q4 2025, and I want to put forecast in Q1 2026, but then I landed in Q4 2025 and I thought the tool was broken. But it was just in the past. **What problems is Clari solving and how is that benefiting you?** I use Clari for transparent forecasting instead of Salesforce, saving time with less manual work and automated processes. The visual design and clear word presentation are nice, and it makes forecasting easy without extra calculations. ### 41. Great, simple, platform that makes forecasting wonderfully easy **Rating:** 5.0/5.0 stars **Reviewed by:** Zach L. | Regional Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Clari?** Clari now has an ai-powered assistance to help answer the most complex questions! **What do you dislike about Clari?** Yes, to enhance ai-driven predictive forecasting through real-time integration. **What problems is Clari solving and how is that benefiting you?** Forecasting and opportunity review/ next steps/ meddpicc ### 42. Streamlines Operations with Intuitive UI, But Slow Load Times **Rating:** 4.0/5.0 stars **Reviewed by:** Zach B. **Reviewed Date:** January 08, 2026 **What do you like best about Clari?** I use Clari from an operations perspective, and it's easier to navigate and find deals compared to searching in Salesforce. My daily focus is on commissions, and Clari provides simplicity in tracking attainment, making it incredibly valuable to quickly view credit roll-up. The UI/UX of Clari is the cleanest interface across all my software. The organization of messy Salesforce opportunities is a huge plus. **What do you dislike about Clari?** While understanding there is a lot of data being pulled, the load times for pages is a bit much. **What problems is Clari solving and how is that benefiting you?** Clari makes it easier to navigate and find deals compared to SFDC and simplifies tracking commissions. It organizes messy SFDC opportunities, providing a clean interface. ### 43. Simple, Intuitive Forecasting with Clear Notes for Managers **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan M. | Senior Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 26, 2026 **What do you like best about Clari?** Clair is a very simple and intuitive tool to use. It allows me to clearly showcase my forecasts to my managers, supported by clear notes. **What do you dislike about Clari?** Sometimes when you sort your columns and an update is pushed it seems to undo your changes **What problems is Clari solving and how is that benefiting you?** It gives us a clear view of upcoming renewals and the stage they are at, as well as risks ### 44. Consolidates Insights and Elevates Forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Zach m. **Reviewed Date:** December 15, 2025 **What do you like best about Clari?** I like Clari's predictive analysis feature, which gives predictions on where we will close for the quarter, motivating me to beat these predictions. It helps me consolidate a lot of information into one view, and everything in the analyze feature is very helpful for understanding my team's book of business. I also find Clari pretty customizable. **What do you dislike about Clari?** I wish it had freeze panes like in Excel. I could freeze certain deals, for example, at the top of the inspect page to use as reference when reviewing with other reps. **What problems is Clari solving and how is that benefiting you?** Clari helps me consolidate a lot of information into one view, making it easier to understand my team's book of business. Its predictive analysis is useful for forecasting and setting goals. ### 45. Clarity performance **Rating:** 5.0/5.0 stars **Reviewed by:** gulshan d. | Salesforce developer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Clari?** What I like best about Clari is the way it makes forecasting and pipeline management so much easier and transparent. The AI-driven insights help me see which deals are on track and which ones need more attention, without spending hours digging into spreadsheets or CRM manually. The real-time updates are super helpful, and I like how it connects emails, calls, and meetings so that I always have full context. It saves me a lot of time and gives confidence when discussing numbers with leadership. **What do you dislike about Clari?** What I dislike about Clari is that it can feel a bit overwhelming at first because of all the features and data it provides. There’s a small learning curve to get used to the dashboards and AI insights. However, once you get familiar with it, the depth of information is actually very helpful for making better forecasting decisions. **What problems is Clari solving and how is that benefiting you?** Clari solves the problem of unclear pipeline visibility and unreliable forecasting. Instead of spending hours updating spreadsheets or digging through emails, I can see the health of deals, identify risks, and know which opportunities need attention. This helps me prioritize my work, have more accurate forecasts, and make faster decisions with confidence. ### 46. Your efforts now matter! - as it reflects in "Revenue" **Rating:** 4.5/5.0 stars **Reviewed by:** Mahidhar A. | Director - Demand Generation, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Clari?** They have updated their product catalogue hugely compared to when I have reviewed last time. It has become more revenue oriented and their collaboration with salesloft made it more complex. However, I still like their platform as it bridges the gap between the sales people's efforts and it's reflection in the revenue. **What do you dislike about Clari?** Nothing as of now, they are going good. One small suggestion is to improve their onboarding process and make it butter smooth by having multiple calls until the customers get comfortable using the platform. **What problems is Clari solving and how is that benefiting you?** Wingman Notetaker is very helpful in automatically recording the calls and giving insights such as longest monologue, talk/listen ratio, etc. This really helps us to analyse our calls and improve ourselves in the way we talk to people. ### 47. Call recap notes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Clari?** The call recap notes and ability to sort through different sections of the call is great. Easily able to export call scripts to external tools and share internally or with customers **What do you dislike about Clari?** recording sometimes can be laggy and not spin up to share as quickly as needed. Also, easily summarize in clari would be helpful instead of exporting. **What problems is Clari solving and how is that benefiting you?** Call recordings and forecasting ### 48. Clari simplifies workflows and improves sales efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2022 **What do you like best about Clari?** The email integration has been especially useful - it seamlessly syncs communication across tools and helps keep everything organized in one place, improving visibility and efficiency **What do you dislike about Clari?** The Groove icon behavior could be improved - moving it tends to trigger the menu unintentionally, which can disrupt the workflow. **Recommendations to others considering Clari:** Facilitate role-specific training & documentation **What problems is Clari solving and how is that benefiting you?** Logging email to salesforce & checking recipient read/unread status ### 49. Good product but could use some improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Dylan C. | RevOps Lead, Enterprise (> 1000 emp.) **Reviewed Date:** February 17, 2023 **What do you like best about Clari?** Clari with SalesLoft is a great combination. Clari continues to impress **What do you dislike about Clari?** Pricing can make it a little difficult when trying to get budget for the product. **What problems is Clari solving and how is that benefiting you?** Forecasting, deal insights, and some dashboards ### 50. Seamless Salesforce Integration with Clari **Rating:** 4.5/5.0 stars **Reviewed by:** Chris K. | Ae, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Clari?** I truly appreciate Clari's seamless integration with Salesforce, which operates with almost real-time synchronization. This integration significantly enhances the usability of Clari for forecasting and managing revenue streams, allowing for an efficient and streamlined workflow. The ease of setup was also a standout feature, making the initial onboarding process smooth and hassle-free. Together, these aspects not only save time but also improve the overall effectiveness of the platform in our daily operations. **What do you dislike about Clari?** I find the training aspect with Clari challenging, especially when it comes to understanding features like the waterfall. It seems that I need to take the initiative to train myself on these aspects. Additionally, grasping the vastness of Clari is overwhelming. **What problems is Clari solving and how is that benefiting you?** I use Clari for accurate revenue forecasting with its powerful Salesforce integration, ensuring almost real-time data sync for better decision-making. ## 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=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-08+04%3A33%3A32+-0500&secure%5Bsession_id%5D=4b34290b-3571-48f2-bb55-5d88e73f4fb6&secure%5Btoken%5D=648f542f416c9f5e508b312b4cbf730ad719f717c8338c594240dbbfc46ccca7&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 - Proactive Assistance - Decision Making ## Top Clari Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,652 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,499 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews)