From an operations standpoint, Clari adds structure and consistency to forecasting in a way that’s hard to achieve with native Salesforce alone. The inspection tools, activity tracking, and snapshot history provide a clearer view of deal progression and rep behavior over time, which helps diagnose gaps and reinforce adherence to the sales process. When everything is running smoothly, it cuts down on manual effort and creates a single place to align forecasts across sales, RevOps, and leadership.

Clari also integrates well into the broader sales tech stack, particularly through its tight connection to Salesforce and its alignment with tools like Salesloft. That makes it easier to tie together pipeline health, seller activity, and forecast outcomes in one view, which is essential for managing performance and making informed decisions. Review collected by and hosted on G2.com.

Clari can sometimes introduce complexity when it comes to aligning with Salesforce processes and controls. In scenarios where behavior differs between the two systems, it can create challenges in maintaining a fully consistent source of truth. This often requires additional monitoring and operational effort to ensure data accuracy and alignment across systems.

There are also areas where increased flexibility and administrative control would be helpful. Certain configurations or edge cases, such as forecast calculations or currency handling, are not always easily adjustable on our end. When those situations come up, it can lead to a heavier reliance on support and longer turnaround times than we would ideally like.

From a user perspective, reliability and performance are especially important given how central Clari is to forecasting and pipeline reviews.

When there are occasional disruptions or latency issues, it can impact user confidence and engagement, particularly during critical reporting periods.

Clari also benefits from consistent reinforcement to drive adoption across teams. While it provides strong capabilities, realizing the full value depends on ongoing enablement and alignment on how the platform is used. Without that consistency, there can be some variability in how teams engage with it, which adds overhead for RevOps to maintain alignment.

Overall, the opportunity areas tend to center around improving flexibility, strengthening alignment with Salesforce controls, and continuing to enhance reliability. Addressing these would make it easier to fully realize the value Clari is designed to provide. Review collected by and hosted on G2.com.

I enjoy filtering, sorting, and cleaning up opportunities in real-time while doing forecast reviews. The integration with Salesforce to automatically update opportunities makes it easier to do there than in Salesforce. The rules in place make it streamlined to update appropriate required fields rather than hunting them down in Salesforce.

If your organization has Salesforce in a good spot with clear field mapping and rules, you will enjoy Clari.

The UI/UX is very customizable which makes it not the most attractive, but manageable. Review collected by and hosted on G2.com.

The UI/UX is a bit bulky but understanably so for anyone that works in tech. Having a bunch of customizable columns and fields pushed from a lot of systems is tough to standardize.

It might be the way my org is set up where we iterate on Salesforce every few years as well as how we report on revenue & opportunities, but it really drags down performance of the system. Our latest update where opportunities roll straight into the forecast is much appreciated and more accurate for forecasting, but I can't update 75% of the fields because they are locked. Assuming that is an internal governance problem, but either way, Clari's team should help resolve that. It has been a month of it. Review collected by and hosted on G2.com.

I really appreciate the simplicity of Clari. The tool is built in a way that makes it easy for everyone to use and understand. The new forecasting methodology has been well received by our teams, and the functionality is solid. Everything rolls up correctly, which is crucial for our weekly calls with the lines of business teams in the U.S. The visibility it provides, especially with the upsell tab, is also a big plus.

The support team at Clari has been top notch, our dedicated customer success manager has helped us navigate any roadblock we have faced so far! Review collected by and hosted on G2.com.

Before Clari, we had issues with our pipeline not rolling up correctly, especially in the UK. This caused a lot of headaches and made it difficult to trust the data. With Clari, we've been able to address these issues. The tool has helped us ensure that our data is accurate and that everything is rolling up as it should. This has made our forecasting calls more efficient and has given our team confidence in the data they're seeing. Additionally, the ability to hide tabs until we're ready to use them has been helpful as we roll out new processes. Overall, Clari has streamlined our forecasting and made it easier to manage our pipeline." Review collected by and hosted on G2.com.

I use Clari mainly for recording my calls and getting the notes that are generated after meetings. It's super easy to use and very low maintenance. I just have it running in the background, and it does everything for me. As a CSM who takes a lot of customer calls, Clari really helps me manage all my calls for future references by recording them and sending me the goals and action items directly in my Slack. The initial setup was super easy and self-explanatory. There's no major integration required, and everything gets integrated and synced with just one button click. Review collected by and hosted on G2.com.

I think overall it works good. If it could just integrate more with some other tools, that would be helpful. Review collected by and hosted on G2.com.

I like the idea of having a centralized ticketing and support system. The support team is responsive, and having a dedicated CSM is a real plus. Review collected by and hosted on G2.com.

The email reminders that the tickets will be closed if there's no activity in the last 5days. It would be good if you can reply in the same thread instead of sending a separate email as it's spamming our inbox. Also, there are only a few dedicated admins that can raise a ticket -- with the backlogs and some complex tickets, some may take more than 5 days to review.

The UI for the case dashboard is not very user friendly. Review collected by and hosted on G2.com.

The real-time coaching and "Battlecards" are game-changers. When I’m on a customer call and a competitor or a technical integration comes up, having Copilot surface the right talking points instantly keeps the conversation fluid. It allows me to stay present and maintain eye contact (digitally speaking) rather than scrambling through my notes or internal Wikis. Additionally, the automated summaries and action item extraction save me hours of manual data entry into our CRM, ensuring our relationship history is always accurate. Review collected by and hosted on G2.com.

The "Live Coaching" prompts can occasionally be a bit sensitive—sometimes it flags "filler words" when I'm just pausing to let a customer finish a thought. I’d love to see more granular customization for the CS lifecycle specifically, distinguishing between a "Sales Discovery" call and a "Success QBR," as the conversational cues for those can be very different. Review collected by and hosted on G2.com.

I really appreciate how much more seamless the Clari and Groove integration has become. Having cadences, open tracking, and customer engagement analytics truly consolidated into a single pane of glass makes daily outreach so much more efficient. Compared to clunkier alternatives like Yesware, the interface feels incredibly polished, intuitive, and built for a modern sales workflow. Review collected by and hosted on G2.com.

The overall system works well, but template discoverability needs improvement. Currently, default templates default to 'private' mode, creating unnecessary friction when trying to share or find resources across the team. Automatically defaulting templates to 'public' or 'team-visible' would significantly improve collaboration and save a lot of search time. Review collected by and hosted on G2.com.

Clari delivers excellent revenue forecasting and clear pipeline visibility, helping teams predict deals more accurately. Its AI-driven insights automatically capture sales activities from emails, calls, and CRM data, so key updates don’t get missed. The platform also strengthens sales team accountability and makes deal tracking easier, all within one centralized dashboard.

Once you get used to it, the ease of use is pretty good, and I end up using it frequently to track deal progress.It also integrates well with CRM tools, so the ease of integration makes it easier to keep data updated automatically. Review collected by and hosted on G2.com.

What I don’t like is that it can feel a bit heavy and confusing at first, especially while you’re learning the interface. Some views take time to get used to, and at times it seems like there are too many fields or steps for what should be simple updates.

The initial setup and implementation can also take a while, particularly for new teams. In the beginning, the platform comes across as complex because there are so many features and different views to navigate. It takes some time to fully understand the workflow and feel comfortable using it day to day. Review collected by and hosted on G2.com.

I can say that Clari is a financial platform that stands out for its advanced features for monitoring the growth and commercial performance of all your business's financial processes, improving the supervision of your sales and commercial operations.

In addition, Clari offers the most advanced and modern resources to analyze your financial transactions and predict the best results for your business's commercial interests, allowing you to prepare for any changes in your financial performance. Review collected by and hosted on G2.com.

I can't think of anything negative or unfavorable related to Clari's financial features and resources, my experience has been positive and professional and I am satisfied with the use of each of its digital features. Review collected by and hosted on G2.com.

My experience using Clari's administrative functions has been very positive and professional, it is software that adapts in an advanced way to all my business practices and gives me the financial control I need to ensure the proper functioning of my company's finances.

In addition, Clari is a very useful business software for detecting risks related to your business's financial processes, solving problems and improving the security of all your commercial assets. Review collected by and hosted on G2.com.

I am very satisfied with Clari's financial functions, I think it is an excellent software that allows me to improve the entire administrative management of my business. Review collected by and hosted on G2.com.