# 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. 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. ### 2. 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. ### 3. 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. ### 4. 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 ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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. ### 12. 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. ### 13. 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. ### 14. 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. ### 15. 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 ### 16. 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. ### 17. 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. ### 18. 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. ### 19. 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. ### 20. 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. ### 21. 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. ### 22. 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 ### 23. 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 ### 24. 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.​​​​​​​​​​​​​​​​ ### 25. 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. ### 26. 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. ### 27. 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 ### 28. 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. ### 29. 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. ### 30. 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. ### 31. 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 ### 32. 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. ### 33. 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 ### 34. 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. ### 35. 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. ### 36. 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. ### 37. 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 ### 38. 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 ### 39. 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. ### 40. Good tool with potential for improvement in detail **Rating:** 3.5/5.0 stars **Reviewed by:** Ralph D. | Namen Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about Clari?** Good summary from SFDC. Synchronization of the tools, i.e. the automatic real-time transfer of changes in the respective tool. **What do you dislike about Clari?** Performance, long loading times It is unnecessary to have to click into each subfield for the individual sales types and confirm the amount before it turns "green". I can't think of any reason why a different figure should be entered than the one resulting from the " "Core". I think it would be good if the sums were calculated according to sales stage, because there is already a percentage weighting. That is more realistic. It would also be helpful to have a field for the forecast high and forecast low in which you could include the opptys that you see as the basis for the figure. Maybe again with the percentage weighting, if my suggestion regarding the sales stages cannot be implemented. In addition, I generally miss a field where you can write an acceptance, which just comes without an oppty. In the territory, there will always be small orders or even orders for which there was previously no oppty. For smaller sales, the distribution does not even make a deal reg or oppty until the order is placed, but offers it to the partner independently at standard conditions. In a quarter, however, quite a lot comes together. You know from experience how much that is every quarter. **What problems is Clari solving and how is that benefiting you?** It is a better user experience than in the SFDC to make the forecast ### 41. Clear Deal Tracking and Forecasting Across Months, Quarters, and Years **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek S. | Senior Inside Sales Representative, Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Clari?** I know at any point what deals im pursuing and what is the value across months, quarters & years **What do you dislike about Clari?** Nothing much, solid in its utility. The phone experience is absolutely terrible. **What problems is Clari solving and how is that benefiting you?** Forecasting and closure tracking ### 42. Clari Makes Forecasting Easier and Helps Drive a Data-Driven Culture **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan M. | Sales Systems Director, Primary/Secondary Education, Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Clari?** Clari has been a game-changer for how we approach forecasting and pipeline management. The platform has made it easy for our team to move away from clunky Excel sheets and into a system that supports rep-level forecasting with a really clear and rigorous cadence. Our team has been getting more comfortable with it every day, and the insights we gain from features like activity tracking and account modal filters are incredibly valuable. The ability to drill down into data, filter by rep or account, and create custom dashboards has simplified our workflow immensely. Plus, Clari’s AI projections are a solid resource we refer to regularly, making our forecasting process smarter and more reliable. Clari is consistently expanding their roadmap and it’s clear they are invested in making this tool work for us. **What do you dislike about Clari?** One thing we struggle with is that some configurations require Clari's direct assistance, which can delay changes we want to make quickly. For example, shifting to a monthly forecast view seemed like a straightforward tweak, but it turned out to need more involvement than we expected. It's something we hope becomes easier over time. Additionally, we've noticed occasional inconsistencies, like certain users' activity data not syncing properly, requiring back-and-forth troubleshooting. While Clari's support team is responsive, it would be great if some of these issues could be resolved more smoothly without needing tickets or elevated assistance. **What problems is Clari solving and how is that benefiting you?** Clari is helping us streamline and improve forecasting, aligning our reps and leadership on a consistent process that was previously scattered and reliant on Excel. It's made identifying pipeline gaps and improving deal visibility much easier, allowing us to make data-driven decisions during our busiest seasons. Features like AI projections and account activity tracking have also been invaluable for spotting trends and keeping deals on track, ultimately helping us drive revenue predictability and better business outcomes. ### 43. Excellent Pipeline Control and Forecasting for Better Deal Management **Rating:** 4.5/5.0 stars **Reviewed by:** Jadran M. | Commercial Sales executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Clari?** This tool gives you greater control over your pipeline, enhances your forecasting capabilities, and allows for improved deal management. **What do you dislike about Clari?** There isn't really I dislike. Somethings things like widgets do not load properly. **What problems is Clari solving and how is that benefiting you?** I now have a clearer overview of my deals, which helps me respond more quickly and make smarter decisions as I work toward my goals. The monthly forecasting is both accurate and straightforward, allowing my team and me to set more realistic and dependable expectations for the management team. The analyze tool lets me dig deeper into changes and opportunities happening in my territory. ### 44. Effortless SFDC Updates Make Forecasting a Breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Bryce T. | Strategic Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 26, 2025 **What do you like best about Clari?** The ability to write back into SFDC so i can effectively do all of my weekly forecast updates from Clari **What do you dislike about Clari?** creating custom views seems a little clunky, would be good if could be AI prompted/generated. **What problems is Clari solving and how is that benefiting you?** can see where pipeline is getting stuck and when there is not enough very easily. Also makes the weekly forecasting and one on one process much faster. Finally it has become the core application for use in our QBR and has cut down preparation time significantly. ### 45. Great Customer Support and Easy to Use for End Users **Rating:** 3.5/5.0 stars **Reviewed by:** Kathryn P. | Sr. Salesforce and Systems Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Clari?** Clari Support is probably one of the best support teams I've worked with on any platform. They're responsive, they're helpful and usually have a fix out quickly. I appreciate the ease of use for users, it keeps them focused on what exactly it is that they need to be focused on without all the noise that can sometimes exist in a CRM. **What do you dislike about Clari?** There's no sandbox environment for when an admin is making changes. Recently we changed Opportunity Types and had to update our queries. Since there's no sandbox to make sure those queries are running correctly, there was a lot of anxiety around making those changes. Especially because there are people working out of Clari while we're making live changes. There also seemed to be holes with our integration, especially when it came to Groove and activities in general. I also wish it was easier for Clari Admins to create signals without having to rely so heavily on Support. While I love the Support team, I wish this was something Admins had more control over. **What problems is Clari solving and how is that benefiting you?** For the most part Clari is keeping end users focused on prospect and customer management without getting lost in some of the noise our CRM often has which gives us the ability to focus on bigger initiatives. ### 46. Senior Director, Sales Planning & Process **Rating:** 5.0/5.0 stars **Reviewed by:** Sónia P. | Senior Director, Sales Planning & Process, Enterprise (> 1000 emp.) **Reviewed Date:** September 02, 2020 **What do you like best about Clari?** Clari is a great tool because it simplifies forecasting and makes it so much easier to get accurate insights. The ability to customize fields and configurations without having to depend on external requests has been a game-changer. I really appreciate how Clari allows us to align rep and manager inputs using features like the path to commit and path to most likely. It’s helped cut down on inconsistencies and confusion, which used to be a huge issue. Also, the customer support has been outstanding. Anytime I’ve had a question, the team has been quick to respond and thoughtful in their solutions. For example, they’ve helped us navigate some pretty nuanced configuration changes and given us insights into how other customers approach similar challenges. It's clear they've got subject matter experts who know their stuff. Plus, the platform itself is pretty intuitive, which—for a system as powerful as Clari—is a big win for usability across my team. **What do you dislike about Clari?** One challenge with Clari is that some advanced configurations, like creating filters based on specific field logic, aren’t always straightforward. For example, I struggled to set up a filter to exclude blank fields in our renewals timing tab and had to rely on extra support to clarify the logic. While Clari’s flexibility is a strength, it can also create complexity—especially in larger organizations like ours with multiple geos and varied needs. It requires careful alignment and planning to ensure consistency. That said, the Clari team has been super helpful in addressing these gaps and guiding us through best practices. **What problems is Clari solving and how is that benefiting you?** Clari is helping us tackle forecasting inconsistencies and improve alignment across our sales teams. Features like path to commit and path to most likely have made it easier to track deals accurately and ensure accountability for both reps and managers. It’s also streamlined how we identify gaps and overlaps in forecasts across geos, making our process far more reliable. By reducing confusion and enhancing visibility, Clari supports better decision-making and drives overall sales efficiency. ### 47. Forecasting Streamlined **Rating:** 5.0/5.0 stars **Reviewed by:** Angela B. | Revenue Operations, Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Clari?** Clari has been immensely helpfu. It makes forecasting so much simpler and brings everything together. We used to do everything in clunky Google Sheets. But now, with Clari, it's all in one spot. It's incredibly easy to keep an eye on forecasts, pipeline changes, and how we're performing overall, all in real time. The Inspect module has been a great flexible tool for our team. We can easily break down the data by product, segment, or region, and update all from one tab. Having that kind of visibility and organization has made our forecasting calls way more productive and we're much better informed. **What do you dislike about Clari?** Clari Forecast does not let the user make calculated fields yet which means we have to submit a ticket each time we need a change or need something created. This slows down the process for us. **What problems is Clari solving and how is that benefiting you?** We needed to streamline our forecasting in a way that makes sense. Clari solves this for us! ### 48. Easy KPI Tracking While You Work **Rating:** 5.0/5.0 stars **Reviewed by:** Lisette P. | Academic Head, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2026 **What do you like best about Clari?** I love that I can easily see how I’m tracking against my KPIs while I’m working. **What do you dislike about Clari?** Sometimes there are delays when syncing and when identifying split sales. **What problems is Clari solving and how is that benefiting you?** It makes it easy for me to see what I’ve achieved so far and what I still need to finalise to receive more commission. ### 49. Intelligent Revenue Forecasting and Pipeline Management **Rating:** 5.0/5.0 stars **Reviewed by:** Ujjwal A. | Devops Engineer, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2025 **What do you like best about Clari?** 1 - AI-driven forecasting that improves accuracy of revenue predictions 2 - Clear visibility into pipeline health and deal progress 3 - Easy integration with Salesforce and other CRMs 4 - Intuitive dashboards with customizable reports 5 - Helps align sales, marketing, and finance teams on revenue goals **What do you dislike about Clari?** 1- Initial setup and customization can be complex 2 - Steeper learning curve for non-technical users 3 - Pricing is on the higher side for smaller organizations **What problems is Clari solving and how is that benefiting you?** Clari solves the problem of inaccurate revenue forecasting and lack of visibility into deals. By analyzing pipeline data with AI and providing actionable insights, it helps sales leaders predict revenue with confidence, identify risks early, and take corrective actions. This ensures more predictable growth and better collaboration across teams. ### 50. Intuitive but Needs Better Email Management **Rating:** 3.5/5.0 stars **Reviewed by:** Macy C. | Shift Lead **Reviewed Date:** December 10, 2025 **What do you like best about Clari?** I like how clean Clari is. It is well organized and easy to navigate, which really keeps me in check. Clari also ensures I am on time with my outreaches and saves me time with my meeting notes. **What do you dislike about Clari?** There are some small flaws in the email organization with Groove. When writing an email, it's not very organized, especially with the buttons and management. I also wish there was an easier way to see the emails I have scheduled to be sent out, without having to go through each individual flow. **What problems is Clari solving and how is that benefiting you?** I use Clari for managing flows and documenting meetings, ensuring timely outreaches, and saving time with meeting notes. ## 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=2026-06-02+01%3A50%3A15+-0500&secure%5Bsession_id%5D=be466a95-c36b-4781-9c03-7d261e24f7f5&secure%5Btoken%5D=484ffc30b9ca7e13300021bbe1feb883941b6076deec72030d00d9dd4622ae10&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 - 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