# 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:** 5,602 ## 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 appreciate the **ease of use** in Clari, enabling efficient forecasting and seamless integration with Salesforce. (722 reviews) - Users appreciate the **ease of forecasting** in Clari, enhancing their ability to track metrics effectively. (486 reviews) - Users appreciate **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and simplifying sales opportunity management. (365 reviews) - Users value the **seamless Salesforce integration** of Clari, enabling efficient data management and streamlined opportunity views. (326 reviews) - Users find Clari to be **extremely helpful** for forecasting and managing revenue, streamlining administrative tasks efficiently. (287 reviews) - Forecasting Ease (280 reviews) - Intuitive (246 reviews) - Efficiency (221 reviews) - Opportunity Management (189 reviews) - Integrations (184 reviews) **What users dislike:** - Users experience **customization limitations** with Clari, finding it difficult to tailor the tool to unique business needs. (186 reviews) - Users find **limited customization options** in Clari restrict their ability to meet unique business needs effectively. (150 reviews) - Users find a **steep learning curve** due to initial configuration and occasional UI navigation challenges with Clari. (147 reviews) - Users experience **missing features** with Clari, particularly in filtering options and display customization for Salesforce integration. (147 reviews) - Users often experience **inconsistent Salesforce data reflection** in Clari, complicating navigation and feature understanding. (131 reviews) - Users find Clari's interface **not intuitive** , making navigation and finding information more challenging than it should be. (102 reviews) - Integration Issues (97 reviews) - Overwhelming (97 reviews) - Dashboard Issues (95 reviews) - Slow Loading (91 reviews) ## Clari Reviews ### 1. Clari has met and exceed our expectations for our GTM Oganization **Rating:** 4.0/5.0 stars **Reviewed by:** Eric M. | GTM Sales Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Clari?** 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! **What do you dislike about Clari?** 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." **What problems is Clari solving and how is that benefiting you?** Prdictability and visibility into our sales funnell for accurate forecasting, without Clarai we would be running manual reports in excel which can cause inconsitincies with how different teams report sales metrics, with Clari we get everything underone roof without having to manually pull reports ### 2. Effortlessly Manage Calls with Clari **Rating:** 5.0/5.0 stars **Reviewed by:** Aditi S. | Lead Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** I think overall it works good. If it could just integrate more with some other tools, that would be helpful. **What problems is Clari solving and how is that benefiting you?** I use Clari to record my calls and generate notes post-meetings. It helps me manage calls for future reference and provides goals and next steps for future calls. ### 3. Ticketing system needs improvement **Rating:** 4.0/5.0 stars **Reviewed by:** John Christian M. | Senior Sales Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** We really like Groove flows, it helps ensure that all new contacts are touched and activities are followed up correctly. Easy to purchase licenses and phone numbers (in most cases) ### 4. Clair Delivers Instant Earned Wage Access with Virtually Zero Admin **Rating:** 4.0/5.0 stars **Reviewed by:** Jordan L. | BDR, Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** The biggest problem it solves is context loss. In the transition from Sales to Success, or even between quarterly syncs, details used to fall through the cracks. Now, I can review the "game tape" of previous calls to understand the customer’s exact pain points in their own words. This helps me prepare for calls much faster and ensures that when I show up, I’m providing strategic value rather than asking the customer to repeat themselves. It’s significantly leveled up my ability to drive renewals and expansions. ### 5. Excellent Revenue Forecasting and Clear Pipeline Visibility with Clari **Rating:** 4.0/5.0 stars **Reviewed by:** Dewesh P. | Cyber Security Engineer, Computer & Network Security, Enterprise (> 1000 emp.) **Reviewed Date:** March 16, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** Clari helps solve the problem of unclear sales pipeline visibility and inaccurate forecasting. Before using it, it was harder to understand which deals were actually moving forward and which were at risk. With Clari, I can quickly see deal progress, pipeline health, and forecast accuracy in one place. It also reduces the need for manual CRM updates because activities from emails and meetings are captured automatically. This saves time and improves data reliability for the sales team and leadership. Overall, it helps make better forecasting decisions and keeps the whole team aligned on revenue goals. ### 6. Monitor the growth of your revenue and financial processes with Clari's advanced features. **Rating:** 5.0/5.0 stars **Reviewed by:** Karen C. | Content Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** Clari is the financial platform that has allowed me to improve the overall management of my business's finances, improving the visualization and control of all our commercial operations and facilitating the management and analysis of each of our commercial sales. ### 7. Improve the management of your business's administrative and accounting processes with Clari. **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie C. | Cybersecurity Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2026 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** As a frequent user of Clari's financial features and solutions, I can say that it is the software that has allowed me to improve the accounting of all my company's administrative processes, facilitating the control of our commercial sales and reducing the financial risks related to our financial assets. ### 8. Clari Makes Forecasting Easy with Great UX and Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Clari?** Clari is great for forecasting and with it's co-pilot, it allows us one to coach the team members what they need to do. The UX has been good for the most part and we like the grid format that they have for forecasting. It connects to everything that we would want it to and has had a team to support us whenever we had any issues with the system including a team to work out any kinks that we may have had. **What do you dislike about Clari?** For co-pilot, it doesn't automatically share the calls with customers and you can't share calls in bulk. It is one by one which is annoying. And the fact that we had to have some basic features that we should be able to adjust like categories; that required their team to help us do. **What problems is Clari solving and how is that benefiting you?** Forecasting and quota attainment tracking. It helps with data visualizations and efficiencies in our meetings. Co pilot helps the record and transcribe the calls. It also allow managers to coach the team. ### 9. Strong ROI through better Planning and Attribution **Rating:** 4.5/5.0 stars **Reviewed by:** Roshini T. | sales manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Clari?** Clari's UI is clean, intuitive and built for busy sales leaders like myself. I can quickly move from a high level forecast view into deal level details without clicking through endless menus. The dashboards are easy to customize and reps actually use them which says a lot. It presents complex revenue data in a way that is easy for me to digest during fast paced forecast calls. I like that it automatically pulls data from multiple internal and external sources to give me a single reliable view of pipeline and forecast. I can easily and securely export and share data with executives, finance and others. Clari platform is consistently fast and has been a rock solid, even during peak usage around end of quarter forecasting, it holds up well. **What do you dislike about Clari?** When it comes to pricing, it is definitely an investment but i waste less time debating data and more time taking action. **What problems is Clari solving and how is that benefiting you?** With clari's omni-channel tracking, i get clear visibility into how prospects are engaging across channels like video, mobile and social. Instead of looking at each channel in isolation, I can see the full picture of what's influencing pipeline creation which helps me align better with marketing and focus on what actually drives revenue. Media attribution capabilities helps me understand which campaigns and initiatives are truly performing. this solves the problem of unclear credit across teams and channels and lets me invest more in what's working while adjusting quickly on what isn't. ### 10. Clari Makes Revenue Forecasting More Reliable and Accurate **Rating:** 4.0/5.0 stars **Reviewed by:** Cristian S. | Procurement manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Clari?** What I like most about Clari is how it makes revenue forecasting much more reliable. Instead of depending on gut feel or manually updated CRM fields, it pulls in real activity data to give a clearer picture of which deals are actually likely to close. That level of accuracy helps reduce surprises at the end of the quarter. **What do you dislike about Clari?** What you might not like about Clari is that it can feel heavy to implement and adopt at first. It relies a lot on clean CRM data and consistent usage, so if your Salesforce (or other CRM) isn’t well maintained, the insights won’t be as reliable. That can create friction early on while teams adjust their processes. **What problems is Clari solving and how is that benefiting you?** Clari mainly solves the problem of unreliable revenue forecasting. In many teams, forecasts depend too much on rep judgment or outdated CRM data, which leads to missed targets or last-minute surprises. By using real activity and deal signals, Clari gives a more accurate and consistent view of what’s actually going to close. ## 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/clari-review-1201302?section=pricing&secure%5Bexpires_at%5D=2026-06-01+08%3A03%3A05+-0500&secure%5Bsession_id%5D=ce476337-98f1-4fc8-87bb-111150eb34e5&secure%5Btoken%5D=ec036c3ebee7551e0641581efc44903c013c399834a4b1d991afa169d19d940c&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 Meet](https://www.g2.com/products/google-meet/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) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/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 (24,606 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,496 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews)