Clari Reviews & Product Details

I really appreciate Clari’s one-to-one dashboard—it’s designed specifically for our reps, minimizing the need for excessive clicks or learning new processes. Since their primary focus is pipeline generation, having an intuitive and streamlined dashboard is essential. Each rep gets a personalized view, displaying their forecast, won deals, slipped deals, and more, without feeling overwhelming. The ability to customize views for different levels, from SVPs to sales managers to individual reps, adds a lot of value. Review collected by and hosted on G2.com.

One thing I dislike about Clari is that some features require manual customization to be truly effective for our team. Out of the box, it can feel a bit rigid, and without optimization, reps may not fully adopt or engage with it. Review collected by and hosted on G2.com.

I like how simple and easy Clari is to use when I'm updating next steps on pricing, stage and time stamps when looking at my significant deals. Its also easy to forecast my month, quarter and annual number with my director when we are looking at reports and pipeline. The best part is able to sift through SF lightning fairly easily and the updates are immediate in changes. Im in there 90% of the time when im looking at my deals at a quick glance now and cuts out alot of noise that is not necessary to see! Review collected by and hosted on G2.com.

I dont like that i cant update certain metrics unless i have changed it in the salesforce lightning opportunity first.... other than that everything is pretty straightforward to use and navigate. Review collected by and hosted on G2.com.

I like I can send off hundreds of emails in bulk the same day. Additionally Groove support is efficient at answering questions and resolving my issues. Very reliable team y'all have over there.

i use it frequently for my work as a BDM.

I dont really implement or integrate. thats rev ops team's job. Review collected by and hosted on G2.com.

My frustration is with the UI. It feels very clonky and a lot of times for me groove is frequently saying an issue has occured with that little issue pop up when I'm about my normal business and then I have to stop using groove and do something else until the engineering team resolves it.

And parts of the UI seem counterintuitive and difficult.

Heres to name a few to start:

- SO many times I've started creating a flow and I accidentally x out of the screen and lose what I created. Wish the flow would save automactically as I'm building it out step by step.

- It's really easy to lose track of contacts who bounce on a flow and it gets complicated really quick between removed, bounced, exited, completed, etc. to keep things straight.

- I understand the purpose of global standards but would like to make a few exceptions to a few flows ex. we have a global standard to kick people out of a flow when they respond but when im sending out a monthly newsletter to my clients and prospects (regardless if they resond or not) i'm not able to do that very easily carrying the same audience across a multi-step flow Review collected by and hosted on G2.com.

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

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

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

I like how Clari integrates with Salesforce and makes it easy to update and manage my deals. The opportunity grid is particularly useful because it puts all the key information I need right in front of me. I can update fields like close dates and next steps directly in Clari, and it syncs back to Salesforce, which saves me a lot of time. The ability to configure the columns and views to match my workflow is also a big plus. It helps me prioritize my tasks and stay organized. Review collected by and hosted on G2.com.

Not so much a downside, but rather a natural evolution of professionalism and etiquette; my company's old AI notetaking tool did not ask permission before automatically joining, but Clari does. This is technically a better way to handle things, but moving at a fast sales-cylce pace myself, it has resulted in a few less recordings on avg due to customers declining the recording -- a potential feature rather than a bug. Review collected by and hosted on G2.com.

Clari is a one stop shop for forecasting and analytics, which for someone who is on an operations team that is helpful. I can be in one app to check the forecast and see how it affected pipeline, I spend a lot of time in clari and utilize it effectively. Review collected by and hosted on G2.com.

Sometimes when new updates roll out the platform can be clunky for a period of time, but it is often resolved quickly. The tool at the beginning is not the most user friendly, but with a small training period the tool can be explained easily and effectively. Review collected by and hosted on G2.com.

Clari's deal summaries feature is really useful. It smartly summarizes everything that happened with an opportunity, which helps us keep track of all the activities without having to click into each one. This makes it easier to stay updated on deals. Also, the ability to see the CRM score and activity level for each deal in a simple grid is helpful. It shows where we are putting our efforts and which deals need more attention. The integration with Salesforce is seamless, and the insights panel is a great addition for quick deal overviews. Review collected by and hosted on G2.com.

I have been very happy with them. One small issue is you have to have their team make some changes. But this has not caused me any issues Review collected by and hosted on G2.com.

One of the things I appreciate most about Clari is the ability to manage and organize our flows effectively. The collections feature, which allows us to group flows into categories like outbound or inbound, has been particularly useful. It helps us keep track of key metrics such as open rates and completion rates at a high level. This makes it easier to follow up on low engagement flows and decide whether they need revision or if they should be retired. The ability to favorite specific flows and have them easily accessible is also a big plus. Review collected by and hosted on G2.com.

Their support process is lacking v their tool performance- which has been dissapointing in the past - but getting better. They went from support ticket creation via email to a portal. This means extra clicks to report and get help + can't CC in folks to be in the loop. I know they are maturing this, but it was a thorn for us. Review collected by and hosted on G2.com.

Clari delivers outstanding solutions for seamless communication integration. Its platform is user-friendly, highly customizable, and packed with powerful features that streamline workflows and boost productivity. The intuitive interface makes it easy to connect various tools and channels, ensuring teams stay aligned and collaborative. Customer support is responsive and knowledgeable, providing quick resolutions to any issues. The software's scalability is ideal for businesses of all sizes, adapting effortlessly to growing needs. With reliable performance and continuous updates, this company truly prioritizes innovation and customer satisfaction. Highly recommended for anyone looking to enhance communication and efficiency. Review collected by and hosted on G2.com.

Not much to dislike about Clari, but as it is still seemingly new there are some bumps in integration with salesforce. That might just be a user error, but I have seen a lot of improvement since I started using it. Review collected by and hosted on G2.com.

Clari's ability to integrate seamlessly with Salesforce and provide a clear, active territory hierarchy is a standout feature. The platform's ease of use in setting up and managing territories, along with the ability to populate opportunities with the Territory2 ID, makes it very efficient. The support from Clari's team in transitioning to enterprise territory management (ETM) has been helpful, and their responsiveness to our needs has been appreciated. Review collected by and hosted on G2.com.

Simple configurations sometimes have to be done through support tickets Review collected by and hosted on G2.com.