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Clari Features

What are the features of Clari?

Data Sourcing

  • Exporting & Sharing Data
  • Interactive Dashboards

Predictive Analytics

  • Opportunity Scoring
  • Live Forecasting

Sales Management

  • Live Pipeline Management
  • Account-Based Analytics
  • Activity Tracking

Analytics

  • Open Rates
  • Link Activity
  • Attachment Activity

Customizations

  • Email Platform Integration
  • Email Scheduling
  • Notifications
  • Email Categorization
  • Templates

Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

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Data Sourcing

Data Sourcing

As reported in 1069 Clari reviews. Compiles data from a breadth of either internal or external sources.
83%
(Based on 1,069 reviews)

Exporting & Sharing Data

Enables user to communicate data by securely exporting and sharing it. 1104 reviewers of Clari have provided feedback on this feature.
82%
(Based on 1,104 reviews)

Multi-Device Data Visualization

As reported in 1055 Clari reviews. Allows users to view data visualizations on several devices.
81%
(Based on 1,055 reviews)

Interactive Dashboards

Based on 1265 Clari reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
87%
(Based on 1,265 reviews)

Data Segmentation

Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 1084 reviewers of Clari have provided feedback on this feature.
85%
(Based on 1,084 reviews)

Predictive Analytics

Lead Scoring

As reported in 1015 Clari reviews. Provides scores or rankings of each prospect based on the data provided.
78%
(Based on 1,015 reviews)

Opportunity Scoring

Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 1175 Clari reviews.
83%
(Based on 1,175 reviews)

Risk Analysis

As reported in 1062 Clari reviews. Warns sales teams of accounts that may be at risk of being lost.
79%
(Based on 1,062 reviews)

Live Forecasting

Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 1199 Clari reviews.
89%
(Based on 1,199 reviews)

Sales Management

Live Pipeline Management

Based on 1255 Clari reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.
90%
(Based on 1,255 reviews)

Account-Based Analytics

As reported in 1108 Clari reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
83%
(Based on 1,108 reviews)

Activity Tracking

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 1234 reviewers of Clari have provided feedback on this feature.
86%
(Based on 1,234 reviews)

Lead Intelligence

Market Insights

As reported in 396 Clari reviews. Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
87%
(Based on 396 reviews)

Account-level Insights

Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. 461 reviewers of Clari have provided feedback on this feature.
88%
(Based on 461 reviews)

Lead Analysis

Prioritizes leads through lead scoring, market insights, account-level insights, etc. This feature was mentioned in 440 Clari reviews.
88%
(Based on 440 reviews)

Lead Management

Segmentation

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. 415 reviewers of Clari have provided feedback on this feature.
89%
(Based on 415 reviews)

Predictive Scoring

As reported in 381 Clari reviews. Automatically scores prospects based on behavior and engagement levels.
87%
(Based on 381 reviews)

Account Identification

Based on 443 Clari reviews. Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
90%
(Based on 443 reviews)

Marketing Campaigns

Omni-Channel Tracking

As reported in 377 Clari reviews. Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
88%
(Based on 377 reviews)

Revenue Planning

Helps allocate marketing budget based predicted amount of incoming revenue. This feature was mentioned in 323 Clari reviews.
86%
(Based on 323 reviews)

Media Attribution

Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. 324 reviewers of Clari have provided feedback on this feature.
86%
(Based on 324 reviews)

Opportunity Timeline

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. 384 reviewers of Clari have provided feedback on this feature.
89%
(Based on 384 reviews)

Customization

As reported in 457 Clari reviews. Allows for custom report types to match the goals of a company.
89%
(Based on 457 reviews)

Campaign Execution

Website Personalization

Based on 197 Clari reviews. Provides tools that dynamically serve content, messaging, and calls-to-action.
84%
(Based on 197 reviews)

Prioritized Accounts

Helps determine which accounts have the highest/lowest opportunity to convert. 440 reviewers of Clari have provided feedback on this feature.
89%
(Based on 440 reviews)

Trending Accounts

As reported in 412 Clari reviews. Helps determine the direction of each individual account and how to engage through specific content.
89%
(Based on 412 reviews)

Email Campaigns

Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels. This feature was mentioned in 495 Clari reviews.
93%
(Based on 495 reviews)

Training

Knowledge Base

Organizes knowledge from fellow sales representatives and other experienced employees for reference. This feature was mentioned in 83 Clari reviews.
85%
(Based on 83 reviews)

Coaching Materials

Offers content and training for new hires within the tool. 85 reviewers of Clari have provided feedback on this feature.
84%
(Based on 85 reviews)

Playbook Creation

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. This feature was mentioned in 77 Clari reviews.
82%
(Based on 77 reviews)

Video Record

Records users' practice or live pitches for future reference and improvement. This feature was mentioned in 100 Clari reviews.
90%
(Based on 100 reviews)

Feedback

Review

As reported in 91 Clari reviews. Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
90%
(Based on 91 reviews)

Scorecard

Provides a scorecard to display team and/or individual performance. This feature was mentioned in 74 Clari reviews.
84%
(Based on 74 reviews)

Coaching Card

As reported in 72 Clari reviews. Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
84%
(Based on 72 reviews)

Leaderboard

Projects team sales performance publicly to reward and motivate employees. 69 reviewers of Clari have provided feedback on this feature.
85%
(Based on 69 reviews)

Real-Time Updates

Updates sales data in real-time so as to help teams remain close to their goals. 78 reviewers of Clari have provided feedback on this feature.
84%
(Based on 78 reviews)

Notifications

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. This feature was mentioned in 77 Clari reviews.
85%
(Based on 77 reviews)

Competition

As reported in 68 Clari reviews. Motivates employees by creating time-sensitive competititons that drive performance.
85%
(Based on 68 reviews)

Calling

Record Calls

Based on 589 Clari reviews. Records calls for future reference.
87%
(Based on 589 reviews)

Generate Location

Based on 588 Clari reviews. Generates an area code local to where the user is calling to increase likelihood of pick-up.
88%
(Based on 588 reviews)

Call Types

As reported in 656 Clari reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
89%
(Based on 656 reviews)

Click-to-Call

Based on 673 Clari reviews. Gathers contacts from integrated tools, allowing users to call with one click.
89%
(Based on 673 reviews)

Contacts

Personalization

As reported in 752 Clari reviews. Retains a log of extraneous contact information such as timezone and contact engagement.
90%
(Based on 752 reviews)

Information Locater

Finds and opens saved contact information for reference at the time of a new call. This feature was mentioned in 649 Clari reviews.
89%
(Based on 649 reviews)

Record Prospect Data

Allows users to denote which contacts they believe are prospective customers. This feature was mentioned in 670 Clari reviews.
90%
(Based on 670 reviews)

Insights

Notes

Allows users to take notes during or after the call for future reference. 718 reviewers of Clari have provided feedback on this feature.
91%
(Based on 718 reviews)

Daily Summary

Based on 707 Clari reviews. Delivers users a daily summary of activity.
91%
(Based on 707 reviews)

Automated Voicemails

As reported in 479 Clari reviews. Sends automated voicemails to prospective clients who fail to answer.
85%
(Based on 479 reviews)

Automated Emails

Based on 749 Clari reviews. Sends automated emails to increase engagement with prospective clients.
93%
(Based on 749 reviews)

Sorts Prospects

Organizes contacts based on probability of success. This feature was mentioned in 576 Clari reviews.
89%
(Based on 576 reviews)

Analytics

Open Rates

Based on 1425 Clari reviews. Records the rate at which emails are opened.
92%
(Based on 1,425 reviews)

Link Activity

Records the rate at which links in emails are followed. This feature was mentioned in 1423 Clari reviews.
91%
(Based on 1,423 reviews)

Attachment Activity

Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 1332 Clari reviews.
91%
(Based on 1,332 reviews)

Customizations

Email Platform Integration

Based on 1497 Clari reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
93%
(Based on 1,497 reviews)

Email Scheduling

Allows administrators to schedule out emails in advance. This feature was mentioned in 1449 Clari reviews.
93%
(Based on 1,449 reviews)

Notifications

Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 1441 Clari reviews.
92%
(Based on 1,441 reviews)

Email Categorization

Allows for the categorization of emails. 1189 reviewers of Clari have provided feedback on this feature.
91%
(Based on 1,189 reviews)

Templates

Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 1499 Clari reviews.
92%
(Based on 1,499 reviews)

Incentives

Badges

Assigns achievement badges to high-performing employees based on pre-determined standards. 70 reviewers of Clari have provided feedback on this feature.
77%
(Based on 70 reviews)

Triggers

Automatically recognizes achievements that should be added to the leaderboard. This feature was mentioned in 220 Clari reviews.
84%
(Based on 220 reviews)

Commission Calculator

Helps users determine sales goals by calculating potential commission rates. 77 reviewers of Clari have provided feedback on this feature.
73%
(Based on 77 reviews)

Leaderboards

Based on 72 Clari reviews. Highlights top-performing employees to publicly reward their achievements.
79%
(Based on 72 reviews)

Personalization

Profiles

Based on 232 Clari reviews. Creates user profiles similar to social media pages that display private or public statuses and updates.
86%
(Based on 232 reviews)

Custom Reports

Based on 248 Clari reviews. Generates reports with customizable fields to further understand employee performance.
87%
(Based on 248 reviews)

Dashboards

Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 307 Clari reviews.
89%
(Based on 307 reviews)

Goal Setting

Based on 217 Clari reviews. Allows teams to set trackable goals within the tool.
86%
(Based on 217 reviews)

Administrative

Integration

Integrates with CRM and financial systems to help determine goals 292 reviewers of Clari have provided feedback on this feature.
91%
(Based on 292 reviews)

Employee Structure

As reported in 235 Clari reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.
87%
(Based on 235 reviews)

Behavior Monitoring

Based on 247 Clari reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.
88%
(Based on 247 reviews)

Lead Facilitation

Customer-facing Chatbot

Based on 278 Clari reviews and verified by the G2 Product R&D team. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
76%
(Based on 278 reviews)

Lead Qualification

Based on 307 Clari reviews and verified by the G2 Product R&D team. Automatically calculates which leads are the most likely to become a customer.
79%
(Based on 307 reviews)

Lead Follow-up

Based on 307 Clari reviews and verified by the G2 Product R&D team. Automatically contacts all leads.
79%
(Based on 307 reviews)

Meeting Scheduling

Based on 292 Clari reviews and verified by the G2 Product R&D team. Utilizes natural language processing to set up meetings.
77%
(Based on 292 reviews)

Organization

Opportunity and Pipeline Management

Based on 493 Clari reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
92%
(Based on 493 reviews)

Data Entry

Based on 454 Clari reviews and verified by the G2 Product R&D team. Automates the entry of collected data.
88%
(Based on 454 reviews)

Integrations / APIs

Based on 417 Clari reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
87%
(Based on 417 reviews)

Performance Analysis

Coaching

Based on 391 Clari reviews and verified by the G2 Product R&D team. Provides real-time coaching to sales representatives.
83%
(Based on 391 reviews)

Peformance Tracking

Based on 464 Clari reviews and verified by the G2 Product R&D team. Tracks and analyzes sales representative performance.
88%
(Based on 464 reviews)

Sales Analysis

ROI Forecasting

Based on 364 Clari reviews and verified by the G2 Product R&D team. Measure return on investment and leverage data to predict profitability of future projects.
83%
(Based on 364 reviews)

Sales Forecasting

Based on 484 Clari reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
92%
(Based on 484 reviews)

Integrated Workflows

Task Management

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 836 reviewers of Clari have provided feedback on this feature.
91%
(Based on 836 reviews)

Email Tracking/Automation

Based on 1024 Clari reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
94%
(Based on 1,024 reviews)

Calls and Voice

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 698 Clari reviews.
86%
(Based on 698 reviews)

Other Outreach Options

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 660 Clari reviews.
88%
(Based on 660 reviews)

CRM Integration

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 941 reviewers of Clari have provided feedback on this feature.
94%
(Based on 941 reviews)

Calendar

Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 497 Clari reviews.
91%
(Based on 497 reviews)

Shared Records

As reported in 379 Clari reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
86%
(Based on 379 reviews)

Repeatability and Reportability

Content Management

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 772 reviewers of Clari have provided feedback on this feature.
90%
(Based on 772 reviews)

Workflow Management

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 877 reviewers of Clari have provided feedback on this feature.
91%
(Based on 877 reviews)

Workflow Performance

As reported in 833 Clari reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
91%
(Based on 833 reviews)

Sales Coaching and Insights

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 614 Clari reviews.
87%
(Based on 614 reviews)

Gamification

As reported in 328 Clari reviews. Provides gamifaction features to rank sales reps on performance
82%
(Based on 328 reviews)

Call Analytics

Call RecordingView full feature definition

See feature definition
Records sales calls and facilitates playback 133 reviewers of Clari have provided feedback on this feature.
93%
(Based on 133 reviews)

Machine Learning

Utilizes machine learning technology to analyze recorded sales calls This feature was mentioned in 116 Clari reviews.
84%
(Based on 116 reviews)

Call Analysis

Analyzes or facilitates the analysis of recorded and stored sales calls for insight 127 reviewers of Clari have provided feedback on this feature.
88%
(Based on 127 reviews)

Lead Qualification

Leverages analytics to qualify and score calls in real time 92 reviewers of Clari have provided feedback on this feature.
79%
(Based on 92 reviews)

Agent Performance Management

Customer Scoring

Leverages technology to rate or "read" recordings to determine the impact of sales calls This feature was mentioned in 95 Clari reviews.
84%
(Based on 95 reviews)

Speech-to-Text

Transcribes sales calls from speech to text 130 reviewers of Clari have provided feedback on this feature.
79%
(Based on 130 reviews)

Artificial Intelligence

Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 113 Clari reviews.
84%
(Based on 113 reviews)

Sales Team

Flexible Sales Process

Based on 171 Clari reviews. Can operate under at least two distinct sales methodologies
83%
(Based on 171 reviews)

Training Mode

Includes recording and review capabilities to train new salespeople or review old deals 152 reviewers of Clari have provided feedback on this feature.
74%
(Based on 152 reviews)

Playbooks

Creates and stores multiple playbooks for sales 151 reviewers of Clari have provided feedback on this feature.
72%
(Based on 151 reviews)

Intelligence

Opportunity Identification

As reported in 164 Clari reviews. Highlights cross-sell, upsell, and white space opportunities
82%
(Based on 164 reviews)

Smart Content

Suggests content appropriate to stage and tone of the deal 153 reviewers of Clari have provided feedback on this feature.
76%
(Based on 153 reviews)

Mapping

Stakeholder Roles

Based on 151 Clari reviews. Includes explicit definitions of stakeholder roles
73%
(Based on 151 reviews)

AI and Automation

Lead Prioritization

Based on 357 Clari reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
86%
(Based on 357 reviews)

Lead Scoring

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 343 reviewers of Clari have provided feedback on this feature.
84%
(Based on 343 reviews)

Best Time of Day Scheduling

Based on 375 Clari reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
86%
(Based on 375 reviews)

Buyer Intelligence

Based on 317 Clari reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
82%
(Based on 317 reviews)

Machine LearningView full feature definition

See feature definition
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. 317 reviewers of Clari have provided feedback on this feature.
82%
(Based on 317 reviews)

Revenue Sourcing and Forecasting

Revenue History

Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 353 Clari reviews.
82%
(Based on 353 reviews)

Pipeline Management

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 398 Clari reviews.
91%
(Based on 398 reviews)

Dashboard Analytics

Reports results on revenue attainment, conversion rate, and overall revenue analytics This feature was mentioned in 397 Clari reviews.
85%
(Based on 397 reviews)

Multi-Device Data Visualization

Allows users to view data visualizations on several devices 336 reviewers of Clari have provided feedback on this feature.
77%
(Based on 336 reviews)

Data Segmentation

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. 337 reviewers of Clari have provided feedback on this feature.
81%
(Based on 337 reviews)

Predictive Forecasting

Based on 307 Clari reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health
81%
(Based on 307 reviews)

Revenue Operations Cadence

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success This feature was mentioned in 281 Clari reviews.
81%
(Based on 281 reviews)

CRM Data Enrichment

Calendar Sync

Automatically associates calendar invites to update deal progress in a CRM 333 reviewers of Clari have provided feedback on this feature.
76%
(Based on 333 reviews)

Email Activity Capture

Automatically associates sales activities within emails to the relevant accounts in your CRM 344 reviewers of Clari have provided feedback on this feature.
76%
(Based on 344 reviews)

Conversation Intelligence

As reported in 313 Clari reviews. Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
72%
(Based on 313 reviews)

Contact Capture

Based on 242 Clari reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM
69%
(Based on 242 reviews)

Account Management

Nonengaged Accounts

Identifies accounts that sales reps aren't engaging with This feature was mentioned in 295 Clari reviews.
71%
(Based on 295 reviews)

Account optimization

Based on 298 Clari reviews. Maximizes account coverage by determining the optimal number of accounts per rep
75%
(Based on 298 reviews)

Historical Patterns

Identifies common themes among historical deals that are won or lost This feature was mentioned in 328 Clari reviews.
77%
(Based on 328 reviews)

Rep Performance

Identifies common themes and actions amongst reps that close the most deals 351 reviewers of Clari have provided feedback on this feature.
84%
(Based on 351 reviews)

Account Engagement

Allows users to track the level of engagement with each account and provides insights on frequency of engagement This feature was mentioned in 273 Clari reviews.
78%
(Based on 273 reviews)

Historical Win/Loss Patterns

As reported in 272 Clari reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
76%
(Based on 272 reviews)

Integrations

MS Teams Integration

Based on 76 Clari reviews. This software integrates with Microsoft Teams.
73%
(Based on 76 reviews)

Email Integration

This software integrates with popular email providers. 82 reviewers of Clari have provided feedback on this feature.
87%
(Based on 82 reviews)

Zoom Integration

As reported in 76 Clari reviews. This software integrates with Zoom.
82%
(Based on 76 reviews)

Google Meet Integration

Based on 76 Clari reviews. This software integrates with Google Meet.
78%
(Based on 76 reviews)

Salesforce Integration

This software integrates with Salesforce. 79 reviewers of Clari have provided feedback on this feature.
92%
(Based on 79 reviews)

Branding & Customizatio

Custom Booking Page

Based on 77 Clari reviews. Provide the ability to create a custom booking page.
85%
(Based on 77 reviews)

Personalized Links

As reported in 78 Clari reviews. Provide the ability to create custom scheduling URLs.
87%
(Based on 78 reviews)

Personalized Web Embed

Provide the ability to create a personalized web embed. 77 reviewers of Clari have provided feedback on this feature.
82%
(Based on 77 reviews)

Automatic Rules & Configurations

Set Working Hours

As reported in 78 Clari reviews. Allow users to set automatic working hours.
81%
(Based on 78 reviews)

Automatic Updates

Automatically update calendars after a meeting has been booked. This feature was mentioned in 79 Clari reviews.
84%
(Based on 79 reviews)

Buffer Times

Provide the ability to incorporate buffer times, leaving time before and after meetings. 78 reviewers of Clari have provided feedback on this feature.
81%
(Based on 78 reviews)

Generative AI

AI Text Summarization

Based on 17 Clari reviews. Condenses long documents or text into a brief summary.
85%
(Based on 17 reviews)

AI Text Generation

Allows users to generate text based on a text prompt. This feature was mentioned in 149 Clari reviews.
73%
(Based on 149 reviews)

AI Text Generation

Based on 36 Clari reviews. Allows users to generate text based on a text prompt.
73%
(Based on 36 reviews)

AI Text Summarization

Condenses long documents or text into a brief summary. 17 reviewers of Clari have provided feedback on this feature.
74%
(Based on 17 reviews)

AI Text Generation

Allows users to generate text based on a text prompt. 104 reviewers of Clari have provided feedback on this feature.
69%
(Based on 104 reviews)