# 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 find Clari's **ease of use** exceptional, simplifying tasks like dashboard creation and forecasting management. (241 reviews)
- Users find Clari's **modern financial management features** invaluable for forecasting, transaction analysis, and efficient decision-making. (180 reviews)
- Users find Clari's **insightful forecasting** features extremely helpful for managing revenue and streamlining sales processes. (171 reviews)
- Users appreciate Clari's **easy forecasting** features, enabling streamlined data visualization and saving valuable time. (139 reviews)
- Users find the **Salesforce integration seamless** , simplifying access to data and enhancing forecasting efficiency with Clari. (125 reviews)
- User Interface (116 reviews)
- Efficiency (110 reviews)
- Time-saving (106 reviews)
- Integrations (101 reviews)
- Simple (100 reviews)

**What users dislike:**

- Users experience a **medium to long learning curve** with Clari, especially in the Admin section and UI navigation. (80 reviews)
- Users find **setup limitations** and performance issues frustrating, complicating their overall experience with Clari. (63 reviews)
- Users express frustration over **missing features** like mass updates, configurability, and integration, complicating their workflow. (61 reviews)
- Users express frustration with the **limited customization** options in Clari, impacting workflow efficiency and convenience. (59 reviews)
- Users find Clari's interface to be **not intuitive** , with a clunky navigation that complicates usability and access to information. (57 reviews)
- Complexity (49 reviews)
- Limited Features (47 reviews)
- Accuracy Issues (43 reviews)
- Integration Issues (40 reviews)
- Call Issues (38 reviews)

## Clari Reviews
  ### 1. Clari has met and exceed our expectations for our GTM Oganization

**Rating:** 4.0/5.0 stars

**Reviewed by:** Eric M. | GTM Sales Operations Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about Clari?**

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

The support team at Clari has been top notch, our dedicated customer success manager has helped us navigate any roadblock we have faced so far!

**What do you dislike about Clari?**

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

**What problems is Clari solving and how is that benefiting you?**

Prdictability and visibility into our sales funnell for accurate forecasting, without Clarai we would be running manual reports in excel which can cause inconsitincies with how different teams report sales metrics, with Clari we get everything underone roof without having to manually pull reports

  ### 2. Effortlessly Manage Calls with Clari

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aditi  S. | Lead Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2026

**What do you like best about Clari?**

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

**What do you dislike about Clari?**

I think overall it works good. If it could just integrate more with some other tools, that would be helpful.

**What problems is Clari solving and how is that benefiting you?**

I use Clari to record my calls and generate notes post-meetings. It helps me manage calls for future reference and provides goals and next steps for future calls.

  ### 3. Ticketing system needs improvement

**Rating:** 4.0/5.0 stars

**Reviewed by:** John Christian M. | Senior Sales Operations Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2026

**What do you like best about Clari?**

I like the idea of having a centralized ticketing and support system. The support team is responsive, and having a dedicated CSM is a real plus.

**What do you dislike about Clari?**

The email reminders that the tickets will be closed if there's no activity in the last 5days. It would be good if you can reply in the same thread instead of sending a separate email as it's spamming our inbox. Also, there are only a few dedicated admins that can raise a ticket -- with the backlogs and some complex tickets, some may take more than 5 days to review.
The UI for the case dashboard is not very user friendly.

**What problems is Clari solving and how is that benefiting you?**

We really like Groove flows, it helps ensure that all new contacts are touched and activities are followed up correctly.
Easy to purchase licenses and phone numbers (in most cases)

  ### 4. Clair Delivers Instant Earned Wage Access with Virtually Zero Admin

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jordan L. | BDR, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 08, 2026

**What do you like best about Clari?**

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

**What do you dislike about Clari?**

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

**What problems is Clari solving and how is that benefiting you?**

The biggest problem it solves is context loss. In the transition from Sales to Success, or even between quarterly syncs, details used to fall through the cracks. Now, I can review the "game tape" of previous calls to understand the customer’s exact pain points in their own words. This helps me prepare for calls much faster and ensures that when I show up, I’m providing strategic value rather than asking the customer to repeat themselves. It’s significantly leveled up my ability to drive renewals and expansions.

  ### 5. Excellent Revenue Forecasting and Clear Pipeline Visibility with Clari

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dewesh P. | Cyber Security Engineer, Computer & Network Security, Enterprise (> 1000 emp.)

**Reviewed Date:** March 16, 2026

**What do you like best about Clari?**

Clari delivers excellent revenue forecasting and clear pipeline visibility, helping teams predict deals more accurately. Its AI-driven insights automatically capture sales activities from emails, calls, and CRM data, so key updates don’t get missed. The platform also strengthens sales team accountability and makes deal tracking easier, all within one centralized dashboard.
Once you get used to it, the ease of use is pretty good, and I end up using it frequently to track deal progress.It also integrates well with CRM tools, so the ease of integration makes it easier to keep data updated automatically.

**What do you dislike about Clari?**

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

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

**What problems is Clari solving and how is that benefiting you?**

Clari helps solve the problem of unclear sales pipeline visibility and inaccurate forecasting. Before using it, it was harder to understand which deals were actually moving forward and which were at risk. With Clari, I can quickly see deal progress, pipeline health, and forecast accuracy in one place.

It also reduces the need for manual CRM updates because activities from emails and meetings are captured automatically. This saves time and improves data reliability for the sales team and leadership. Overall, it helps make better forecasting decisions and keeps the whole team aligned on revenue goals.

  ### 6. Monitor the growth of your revenue and financial processes with Clari's advanced features.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karen C. | Content Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2026

**What do you like best about Clari?**

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

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

**What do you dislike about Clari?**

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

**What problems is Clari solving and how is that benefiting you?**

Clari is the financial platform that has allowed me to improve the overall management of my business's finances, improving the visualization and control of all our commercial operations and facilitating the management and analysis of each of our commercial sales.

  ### 7. Improve the management of your business's administrative and accounting processes with Clari.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Debbie C. | Cybersecurity Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** February 18, 2026

**What do you like best about Clari?**

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

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

**What do you dislike about Clari?**

I am very satisfied with Clari's financial functions, I think it is an excellent software that allows me to improve the entire administrative management of my business.

**What problems is Clari solving and how is that benefiting you?**

As a frequent user of Clari's financial features and solutions, I can say that it is the software that has allowed me to improve the accounting of all my company's administrative processes, facilitating the control of our commercial sales and reducing the financial risks related to our financial assets.

  ### 8. Clari Makes Forecasting Easy with Great UX and Responsive Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 28, 2026

**What do you like best about Clari?**

Clari is great for forecasting and with it's co-pilot, it allows us one to coach the team members what they need to do. The UX has been good for the most part and we like the grid format that they have for forecasting. It connects to everything that we would want it to and has had a team to support us whenever we had any issues with the system including a team to work out any kinks that we may have had.

**What do you dislike about Clari?**

For co-pilot, it doesn't automatically share the calls with customers and you can't share calls in bulk. It is one by one which is annoying. And the fact that we had to have some basic features that we should be able to adjust like categories; that required their team to help us do.

**What problems is Clari solving and how is that benefiting you?**

Forecasting and quota attainment tracking. It helps with data visualizations and efficiencies in our meetings. Co pilot helps the record and transcribe the calls. It also allow managers to coach the team.

  ### 9. Strong ROI through better Planning and Attribution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Roshini T. | sales manager, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2026

**What do you like best about Clari?**

Clari's UI is clean, intuitive and built for busy sales leaders like myself. I can quickly move from a high level forecast view into deal level details without clicking through endless menus. The dashboards are easy to customize and reps actually use them which says a lot. It presents complex revenue data in a way that is easy for me to digest during fast paced forecast calls. I like that it automatically pulls data from multiple internal and external sources to give me a single reliable view of pipeline and forecast. I can easily and securely export and share data with executives, finance and others. Clari platform is consistently fast and has been a rock solid, even during peak usage around end of quarter forecasting, it holds up well.

**What do you dislike about Clari?**

When it comes to pricing, it is definitely an investment but i waste less time debating data and more time taking action.

**What problems is Clari solving and how is that benefiting you?**

With clari's omni-channel tracking, i get clear visibility into how prospects are engaging across channels like video, mobile and social. Instead of looking at each channel in isolation, I can see the full picture of what's influencing pipeline creation which helps me align better with marketing and focus on what actually drives revenue. Media attribution capabilities helps me understand which campaigns and initiatives are truly performing. this solves the problem of unclear credit across teams and channels and lets me invest more in what's working while adjusting quickly on what isn't.

  ### 10. Clari Makes Revenue Forecasting More Reliable and Accurate

**Rating:** 4.0/5.0 stars

**Reviewed by:** Cristian S. | Procurement manager, Enterprise (> 1000 emp.)

**Reviewed Date:** April 23, 2026

**What do you like best about Clari?**

What I like most about Clari is how it makes revenue forecasting much more reliable. Instead of depending on gut feel or manually updated CRM fields, it pulls in real activity data to give a clearer picture of which deals are actually likely to close. That level of accuracy helps reduce surprises at the end of the quarter.

**What do you dislike about Clari?**

What you might not like about Clari is that it can feel heavy to implement and adopt at first. It relies a lot on clean CRM data and consistent usage, so if your Salesforce (or other CRM) isn’t well maintained, the insights won’t be as reliable. That can create friction early on while teams adjust their processes.

**What problems is Clari solving and how is that benefiting you?**

Clari mainly solves the problem of unreliable revenue forecasting. In many teams, forecasts depend too much on rep judgment or outdated CRM data, which leads to missed targets or last-minute surprises. By using real activity and deal signals, Clari gives a more accurate and consistent view of what’s actually going to close.

  ### 11. Predict and visualize your financial operations with Clari's modern virtual capabilities.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jared P. | Data Protection Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2026

**What do you like best about Clari?**

Predicting and visualizing your business's financial processes is much easier and more professional with Clari's modern virtual capabilities, facilitating the management of your income and the automated recording of all your commercial sales.

In addition, Clari facilitates detailed analysis of all your transactions and financial operations, improving decision making and the proper functioning of your business's entire financial structure.

**What do you dislike about Clari?**

I am satisfied with the technical performance of all of Clari's digital functions and capabilities, my experience has been professional and secure, it is a system that I recommend for its business usefulness.

**What problems is Clari solving and how is that benefiting you?**

As a frequent user of Clari's virtual capabilities and functions I have been able to improve the analysis and prediction of all my organization's financial operations, improving the management of all our financial resources and assets and obtaining better results in the execution of all our commercial projects.

  ### 12. Ask Clari Is Great for Action Items, but Search Feels Clunky

**Rating:** 3.5/5.0 stars

**Reviewed by:** Prithvin R. | Solutions Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 18, 2026

**What do you like best about Clari?**

I like the Ask Clari feature because it helps me pull out all my action items from recorded calls.

**What do you dislike about Clari?**

It could be easier to use. The search functionality feels too clunky, and it’s too difficult to find the calls I need. Search by email should be available, and it would also help if I could search by a company name mentioned in the transcript, but none of these options work.

**What problems is Clari solving and how is that benefiting you?**

I talk to customers day in and day out, and I use it to record calls so I can revisit them later when I’m working through solutions.

  ### 13. Great AI call summaries, syncs with HubSpot

**Rating:** 3.5/5.0 stars

**Reviewed by:** Carolyn M. | Growth Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 28, 2026

**What do you like best about Clari?**

I really appreciate the AI call summaries, which let me, as a marketer, quickly find key details like “how did this prospect hear about us?”, “what do they dislike about their current solution?”, or “who are they using now?”. 

Additionally, I’ve used other call-summary tools like Gong, but I enjoy the Clari interface. Clean, easy to read, syncs with HubSpot easily. It's a good tool.

**What do you dislike about Clari?**

Searching through calls can feel a bit limiting. The search filters don’t seem nearly as intelligent as the call summaries. You still have to narrow down calls using conditional logic, which isn’t necessarily a dealbreaker, but it can add friction when you’re trying to find something specific.

**What problems is Clari solving and how is that benefiting you?**

It helps our marketing team keep a pulse on what prospects and customers are saying, and it syncs that information to HubSpot. We can analyze the insights both at scale and, when needed, at a more detailed level. Overall, it makes our marketing messaging feel more grounded in real prospect pain points and needs.

  ### 14. Improving operational performance and forecast accuracy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Geetha K. | Senior program manager, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 09, 2026

**What do you like best about Clari?**

I find greatest value in how Clari effectively brings data, insights and execution together into a single reliable revenue operating system. The insights are very easy to consume through highly interactive dashboards and multi device data visualization enabling me and my stakeholders to access the same trusted view whether I'm in a forecast call, business reviews or on the go. It seamlessly integrates data from across systems and turn it into a fast high performance dependable operating foundation. Features like live forecasting and live pipeline management ensure that forecasts stay current and that i can trace changes across the pipeline in real time. Opportunity scoring and risk analysis help quickly assess deal health and proactively identify accounts that may be at risk.

**What do you dislike about Clari?**

So far so good, ongoing support is responsive and knowledgeable making it easy to resolve questions and continuously unlock more value as usage matures.

**What problems is Clari solving and how is that benefiting you?**

With Clari in place, I significantly reduced time spent on manual reporting and data reconciliation. Forecast accuracy and confidence improved as I aligned around a single trusted source of truth. It transformed revenue operations by converting complex and disconnected data into actionable insights that directly supported execution and strategic planning.

  ### 15. Great tool, though it does has it's limitations 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.)

**Reviewed Date:** November 15, 2023

**What do you like best about Clari?**

I've had the pleasure of using Clari for the past few years and it's become an invaluable tool for me and changed how I work on a day-to-day basis. The revenue intelligence capabilities are incredibly intuitive to navigate, which is important as I'm on the move a lot. Its seamless integration with Salesforce means all my pipeline activity is captured and reflected in real time - not only useful for my manager when reviewing forecast accuracy, but helpful for me in spotting which deals need attention before they slip. The Clari team's commitment to customer success is evident in their exceptional support and training programs. From onboarding to ongoing support, the team has been responsive and proactive in addressing any questions or concerns.

**What do you dislike about Clari?**

Clari is a fantastic platform and delivers real value across the board, though like any tool there are always areas where it could go further. A built-in dialler for mobile would be a game changer for those of us who are frequently on the move and need to manage outreach. The UX, while functional, could also benefit from a more consistent and intuitive experience across the platform - small friction points add up when you're using a tool every single day. And perhaps most excitingly, there's a huge opportunity for Clari to more deeply embrace AI across their full product suite. The foundations are there, and the potential to surface smarter insights, automate more of the administrative burden, and help reps focus on what actually moves deals forward is significant. These aren't dealbreakers by any means - Clari remains a core part of how I work - but addressing these areas would take it from a great tool to an exceptional one.

**What problems is Clari solving and how is that benefiting you?**

Groove seamlessly integrates with our existing CRM system, eliminating the need for disjointed workflows. This integration ensures that all customer interactions and data are centralized, creating a unified workspace for the sales team. I can now work more efficiently without toggling between multiple tools, resulting in streamlined processes.

Groove provides robust analytics and reporting features, offering valuable insights into our performance. From tracking email open rates to monitoring follow-up activities, these tools enable data-driven decision-making. The ability to analyse and understand our sales activities better has allowed me to refine strategies, optimize engagement, and focus on areas that yield the best results.

  ### 16. One of the best outreach tool for sales professionals

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin Mark T. | Business Development Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 05, 2023

**What do you like best about Clari?**

We have been using it for our end to end outreach, and the whole cadence has become smooth. There are no misses when reaching a prospect all thanks to Clari.

**What do you dislike about Clari?**

I don't think there is any scope left, the system is perfect for our outreach.

**What problems is Clari solving and how is that benefiting you?**

There are no missed opportunities when reaching out to a prospect, all thanks to Clari. It can now even track emails sent via Gmail or Outlook. It gives me insight into the emails I send to my prospects, including how many times someone has opened or viewed them, and whether they clicked a link in the email.

  ### 17. Boost the efficiency and control of all your financial processes with Clari's digital features.

**Rating:** 5.0/5.0 stars

**Reviewed by:** adrian C. | Instructional Designer, Enterprise (> 1000 emp.)

**Reviewed Date:** February 15, 2026

**What do you like best about Clari?**

As a user of Clari's digital features, I can say that it is a reliable and secure platform for managing all your financial processes and boosting the administration of your business assets.

I can also say that Clari stands out for its digital integration features, facilitating the connection between your electronic payment systems and all your administrative functions, improving the visualization and management of your financial processes.

**What do you dislike about Clari?**

I have nothing bad to say about Clari's digital features and resources, I think it is a financial platform that has no flaws in the operation of aall its digital solutions.

**What problems is Clari solving and how is that benefiting you?**

Thanks to the use of Clari's financial features and tools, I have been able to effectively boost all my financial processes, facilitating the management of my finances and business expenses and improving the administration of all my financial resources.

  ### 18. Efficiency, security and financial growth with Clari's digital solutions.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Martin P. | Applications and Training Systems Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about Clari?**

Clari offers the best operational performance features to improve the security and efficiency of all your company's finances, promoting the growth of your business practices and the responsible management of all revenue derived from your sales.

In addition, I can also say that Clari offers a quick and interactive initial registration process, facilitating the user experience of each of its financial capabilities.

**What do you dislike about Clari?**

In my opinion, Clari is a system that has no flaws or problems in the operation of all its systems, I am very satisfied with the quality and performance of all its virtual work functions.

**What problems is Clari solving and how is that benefiting you?**

Clari is the system that has allowed me to solve various problems related to the administration and management of all my company's income, improving our financial security and allowing us to find the growth and financial security we need.

  ### 19. The overall experience is intuitive and user-friendly.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 17, 2023

**What do you like best about Clari?**

Clari has evolved into a powerhouse revenue platform that acts as the "nervous system" for modern sales organizations by merging forecasting with active engagement. Its primary strength lies in its predictive AI, which offers eerily accurate projections and real-time visibility into exactly why deals are slipping or growing. While the recent Salesloft integration and new AI agents make it a seamless "all-in-one" solution for enterprise teams, the platform’s high price tag and setup complexity can be a hurdle for smaller startups. Ultimately, it is the gold standard for leaders who want to eliminate end-of-quarter surprises and enforce strict CRM discipline across their entire department.

**What do you dislike about Clari?**

Despite recent updates, the UI can still feel clunky and unintuitive, particularly for new users. Navigating between different modules like forecasting, deal inspection, and the newer Copilot (conversation intelligence) often requires excessive clicks, which can frustrate daily users like frontline reps.

**What problems is Clari solving and how is that benefiting you?**

The platform seamlessly aggregates data from multiple sources, including CRM, emails, calendars, and more, providing a comprehensive view of our sales pipeline and activities. This holistic approach allows us to gain deep visibility into our sales processes, identify bottlenecks, and make informed decisions to drive revenue growth.

  ### 20. Empowers Pipeline Visibility and Accurate Forecasting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Vishwjeet  S. | Manager II (Outbound Sales), Mid-Market (51-1000 emp.)

**Reviewed Date:** March 31, 2026

**What do you like best about Clari?**

I love how Clari offers clear visibility into pipeline and deals, making it easy to understand what's progressing, what's at risk, and where to focus. It helps me track deal progress, understand pipeline health, and get a clear view of where things stand across opportunities. It lets me see where each opportunity stands, what's at risk, and what needs attention, which helps with more accurate forecasting, better prioritization, and staying on top of deals without constant manual follow-ups. Also, it was very easy to set up.

**What do you dislike about Clari?**

I don't think there is much but data depends heavily on how well Salesforce is updated. I mean if inputs aren't accurate, their insights can be off.

**What problems is Clari solving and how is that benefiting you?**

I use Clari for pipeline visibility and forecasting, which helps track deal progress, understand pipeline health, and see where things stand. It solves the lack of clear visibility, allowing better prioritization and more accurate forecasting without constant manual follow-ups.

  ### 21. Connect and manage your income and financial processes with Clari's advanced features.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bronno W. | IT System Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 21, 2026

**What do you like best about Clari?**

I can say that Clari is a high performance, technically reliable program for connecting all the financial processes I carry out with my banking systems, facilitating the management and monitoring of all sales derived from my business's commercial processes.

In addition, I can also say that Clari stands out for its innovative and personalized customer service, improving the experience and overall use of all its digital capabilities.

**What do you dislike about Clari?**

I can't think of anything negative related to Clari's digital features and resources, my experience has been completely favorable and professional and I am very satisfied.

**What problems is Clari solving and how is that benefiting you?**

Thanks to Clari's digital capabilities and tools I have been able to connect all of my business's financial processes with complete security and operational efficiency, making it easier to track our commercial sales and manage our professional income.

  ### 22. View and control your financial processes with Clari's virtual tools.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tom F. | Financial Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** February 16, 2026

**What do you like best about Clari?**

Clari is one of my favorite systems for viewing and controlling all of my organization's finances because it offers the most reliable and efficient technical capabilities for improving the overall management of all my business finances.

I can also say that Clari stands out for its financial forecasting features, facilitating the professional preparation of all your organization's financial assets.

**What do you dislike about Clari?**

I have nothing bad to say about the benefits and digital advantages of Clari, I think it is a flawless financial system that adapts very well to all your business transactions.

**What problems is Clari solving and how is that benefiting you?**

Clari is the financial system that has allowed me to improve the overall management of all my business's financial processes, facilitating the visualization of all our transactions and financial operations and improving the management of each of our commercial activities.

  ### 23. Easy to use and manage opps, pipeline, forecasting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Piotr J. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** May 16, 2023

**What do you like best about Clari?**

Simple interface, clear view of most important information, useful dashboards, simple to update and track pipeline movement, helpful to plan sales activities and tasks.

**What do you dislike about Clari?**

Sometimes it picks data that should not be counted, but it can be an issue with proper setup with CRM I guess? Some of sales dashboards should be also created for sales reps. Now these are not very helpful from AE perspective. Sync wigth other systems is delayed.

**What problems is Clari solving and how is that benefiting you?**

I can view my pipeline in a clear way and it is helpful to follow all key deals, updates pipeline records directly from the deals list. Forecasting is quite easy too.

  ### 24. Clear Conversation Summaries and Action Items That Keep Meetings on Track

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mandeep S. | Customer Success Manager for US West, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 07, 2026

**What do you like best about Clari?**

Conversation  summaries, Action items clearly defined, finding interesting moments in the conversation, etc

**What do you dislike about Clari?**

Sometimes the Clari recorder doesn't join the meeting, and its integration with Google is not seamless from the user's perspective

**What problems is Clari solving and how is that benefiting you?**

Conversation summaries and understanding the sentiments in conversations, instead of relying only on users. I’m able to get the complete transcript and create MOM with the help of it. It’s also helping me identify the conversation pattern, early signs of customer sentiment, and discussion agendas, so we can put more of a quality push to improve account health.

  ### 25. Streamlined Forecasting with Clari, but Needs More Integration

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ahmed A. | Senior Business Development Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** December 15, 2025

**What do you like best about Clari?**

Using Clari to streamline my sales forecasting has been extremely helpful. I get quick insights into my quarterly targets and the deals I need to close, and the way Clari classifies deals by forecast category makes everything much easier. Reporting to my direct manager has become much more straightforward , I simply update my weekly forecast, and he immediately has a clear overview.

**What do you dislike about Clari?**

There are certain fields that need to be filled in through Sales Force, and I wish I could manage all of them directly within Clari. It would be much more convenient to have full control in one place and avoid having to switch back and forth.

**What problems is Clari solving and how is that benefiting you?**

Before using Clari, we had to manually extract spreadsheets from Salesforce and send them to management to share information about our most likely deals to close. Now, we simply update the forecast in Clari, and management can access the information directly.

  ### 26. Fantastic forecasting in a box

**Rating:** 4.5/5.0 stars

**Reviewed by:** Thomas C. | RevOps Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** December 15, 2025

**What do you like best about Clari?**

What I like best about Clari is how it simplifies and centralizes our forecasting process. Before Clari, we were stuck using PowerPoint for forecasting—imagine! Now, everything is in one place, and senior leadership has powerful, real-time insights into forecasting and pipeline health. I appreciate how customizable it is, allowing us to tailor dashboards and reports to align with our specific needs. This flexibility makes it easier for us to identify sandbagging and track mid-funnel performance, which is crucial given how long our deal cycles can be.

It is quite easy to set up, although you will regularly be going via support/CS to have more significant changes made, however they are very responsive for simple structural changes.

For less mature organisations, the speed with which you can reach good forecasting is excellent, with a lot of the more complex trended analysis being available as soon as you integrate with other systems.

**What do you dislike about Clari?**

One challenge with Clari is a lack of transparency into the underlying data that drives certain analytics. As someone used to diving into row-level data, not having that transparency makes it harder to explain deltas or discrepancies to leadership. This impacts our trust in the data, and dramatically limits our ability to do ad hoc analysis.

It's  also very much a walled garden, especially around some of the new ai features, which does raise concerns about the future direction. Especially with the acquisition of salesloft.

**What problems is Clari solving and how is that benefiting you?**

Clari is helping us unify and streamline our forecasting process across multiple teams and regions, which used to be a mess of disconnected tools and manual work. It provides real-time insights into our pipeline, identifies bottlenecks like stalled deals in the mid-funnel, and highlights where we need to build more funnel for future quarters. This has improved visibility for leadership and enabled our teams to focus on data-driven actions, ultimately making our forecasting more accurate and efficient.

  ### 27. Clari copilot works well for call recording and note taking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jeremy S. | Sales Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 23, 2022

**What do you like best about Clari?**

The notetaker arrives to calls ontime, tracks the conversation, and delivers insights about the call. Reviewing the call is easy. I can also share the call with others as needed. 

**What do you dislike about Clari?**

Sometimes the tracker can take a few minutes to join the call. I'd love to see the call provide a summary faster to the participants of the call. 

**What problems is Clari solving and how is that benefiting you?**

Covering all my bases. If I dont remember a key aspect of the call or a lead questions something that was said - there is proof in the recording.

  ### 28. Streamlined Sales Process with Easier Forecasting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jeremy S.

**Reviewed Date:** February 10, 2026

**What do you like best about Clari?**

I like the user interface of Clari. It's very easy to navigate and understand. It also gives me a consolidated view of the fields that I would be looking for in Salesforce on one screen in Clari, which reduces the number of clicks I need to make and helps me find information much easier than trying to hunt through Salesforce. This ease of use is really valuable to me.

**What do you dislike about Clari?**

I would say the dashboard experience and the ability to build new dashboards and to get the views that I need could be improved. It was more declarative by design, like, show me my teams, current opportunities, and the opportunities that they've created this quarter. Sometimes it's hard to find the information that should be easy to find.

**What problems is Clari solving and how is that benefiting you?**

I use Clari for pipeline management and forecasting. It solves the problem of understanding which deals are in which quarter, at what stage, and what should be forecasted. It also helps track deal activities and sales team actions more easily than hunting through Salesforce.

  ### 29. Boosts Sales Forecasting and Organization

**Rating:** 4.0/5.0 stars

**Reviewed by:** Donna M. | Senior Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** May 05, 2026

**What do you like best about Clari?**

I use Clari for sales forecasting. It keeps track of my open sales opportunities and what my next steps are. I like that it keeps me organized with my sales opportunities for the sales quarter. The 'Next Steps / Dates' feature is particularly valuable because it reminds me of what I need to do as a next step to keep the sales cycle moving along.

**What do you dislike about Clari?**

I wish the "Key Deal" column was closer to the beginning of each line item for each opp.

**What problems is Clari solving and how is that benefiting you?**

Clari keeps track of my open sales opportunities and reminds me of my next steps, keeping me organized throughout the sales quarter.

  ### 30. Exceptional Revenue Forecasting with User-Friendly Interface

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hadeed H. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 08, 2026

**What do you like best about Clari?**

I use Clari for revenue forecasting and pipeline visibility, which helps me track deal progress and get a clear picture of revenue. I really like Clari's overall UI and user experience because it contributes to less clutter and more productivity. It's also great at telling me where the sales pipeline stands. Plus, the initial setup of Clari was pretty easy, which was a big plus.

**What do you dislike about Clari?**

I think the AI part, if it can be implemented to help correct data, sometimes there are a lot of human errors, so that can help.

**What problems is Clari solving and how is that benefiting you?**

I use Clari for revenue forecasting and pipeline visibility, helping track deal progress and get a clear revenue picture. It reduces clutter, boosting productivity.

  ### 31. Real-Time Pipeline Visibility and Accurate Forecasting with Clari

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 11, 2026

**What do you like best about Clari?**

What I like best is the real-time visibility into the pipeline. It eliminates the guesswork by providing a single source of truth, which allows us to identify risks early and make more accurate forecasts without digging through messy spreadsheets.

**What do you dislike about Clari?**

While Clari is incredibly powerful, the steep learning curve for new users can be a bit of a challenge. It takes some time for people to fully grasp all the features and views to get the most out of the platform

**What problems is Clari solving and how is that benefiting you?**

Clari eliminates manual forecasting errors and the reliance on 'gut feelings.' It automates the roll-up process across different regions and hierarchies.It streamlines our QBR and forecast calls. Instead of debating whether the data is correct, we can spend that time discussing strategy and how to close more deals

  ### 32. Clari = Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** January 03, 2025

**What do you like best about Clari?**

Ease of use and insights are great! Clari makes it extremely easy for me to view account activity, understand where my deals are at, and update scorecards and more so my VP's have visibility. 

**What do you dislike about Clari?**

I think more AI functionality to update fields and speed up my work would be a huge help. Curious to learn more about the SalesLoft integration too. 

**What problems is Clari solving and how is that benefiting you?**

Before Clari, updating Salesforce felt cumbersome and outdated. Now, with Clari, forecasting and updating notes are much more streamlined. We've been using it for about a year, and everyone is bought into it, from VPs to directors. It's not just for forecasting; I've started using it for account research and tiering accounts for prospecting. We've also begun using it for renewals, which ties back to our focus on mitigating churn and handling renewals directly. Clari has helped us keep better track of our accounts and ensure we're covering our territories effectively. The insights it provides are invaluable for both new logos and renewals

  ### 33. My go-to tool for listening to customer calls

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anirudh K. | Product Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 28, 2022

**What do you like best about Clari?**

AI summaries and timestamp stuff is really helpful 

**What do you dislike about Clari?**

Time taken to generate AI transcripts upon upload

**What problems is Clari solving and how is that benefiting you?**

As a product manager, I need to constantly listen to customer feedback and pain points and this tool helps me keep tabs of all those conversations which my GTM and sales team have with my customers. This has helped us to further customize our product roadmap based on customer requirements.

  ### 34. Clear, Real-Time Sales Forecasting That Saves Time

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pranav S. | Enterprise Advertising Sales, Enterprise (> 1000 emp.)

**Reviewed Date:** January 15, 2026

**What do you like best about Clari?**

I like Clari because it makes sales forecasting clearer and easier. It provides a real-time view of the pipeline, flags deals that look risky, and helps the team understand exactly where things stand. As a result, there’s less guesswork, it saves time, and sales leaders can make better decisions without having to constantly chase down updates.

**What do you dislike about Clari?**

One thing I don’t like about Clari is that it can feel complex at first. There’s definitely a learning curve, and new users may find the dashboards and all the different features a bit overwhelming until they get used to it. It also depends heavily on having clean, up-to-date CRM data, so if the data isn’t maintained or updated properly, the insights you get can end up being less accurate.

**What problems is Clari solving and how is that benefiting you?**

Clari solves the problem of unclear and unreliable sales forecasting. It gives a real-time view of the pipeline and deal health, so there’s less guesswork. This helps me stay aligned with targets, focus on the right deals, and avoid last-minute surprises at the end of the quarter.

  ### 35. Enhance Your Sales Enablement with Wingman

**Rating:** 5.0/5.0 stars

**Reviewed by:** David J. | Product Marketer, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about Clari?**

Wingman significantly boosts sales team performance through real-time coaching and monitoring during sales conversations. This feature aids sales representatives in identifying and improving their tactics, ultimately enhancing their deal-closing success.

Additionally, Wingman's seamless integration with popular platforms such as Zoom, Microsoft Teams, and Google Meet ensures easy adoption and immediate utility for sales teams. The platform also provides robust analytics and reporting capabilities, enabling sales leaders to identify trends and pinpoint improvement opportunities within their teams.

**What do you dislike about Clari?**

Currently, I find no aspects of the software to dislike.

**What problems is Clari solving and how is that benefiting you?**

Wingman handles immediate questions about competitors and their products, clearly showing our product's advantages, which is cool. I also appreciate being able to listen to my calls later for self-coaching and to get feedback from others on my approach.

  ### 36. Dashboard that looks like a swiss knife

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luc C. | Sales Director, Enterprise (> 1000 emp.)

**Reviewed Date:** September 01, 2020

**What do you like best about Clari?**

Clari provides me with a follow up tool that allows me to provide well documented forecast input to my VP.      Thanks to tooling like trend flow and pulse, I can combine my own estimations with the AI input from the tool.     It also helps me to check the coverage ratio needed for my different sales professionals and their hygiene in SFDC.     Further more I get info from the activity tab that invites me to ask very specific questions as to deal progress.      All in all : a great dashboard that also provides room for updates that are sent back to our CRM tool.     Talking about ease of use !

**What do you dislike about Clari?**

Not everything can be included in statistics.   An evolution through the quarter is often not always revealing what happened.   So : extra hints on possible evolutions and an even better way to look back, 1 or several weeks in the past,  in detail would certainly add even more value.

**Recommendations to others considering Clari:**

Talk to your colleagues to find out about the richness of Clari
Align on which queries to use commonly
Check some trending or AI info alongside every 3 weeks

**What problems is Clari solving and how is that benefiting you?**

Consolidated business overview + weak on week evolution, trending and help towards a very accurate forecast

  ### 37. Really flexible in terms of what you wish to see

**Rating:** 4.5/5.0 stars

**Reviewed by:** Piotr . | VSAM - (Virtual Sales Account Manager), Enterprise (> 1000 emp.)

**Reviewed Date:** November 23, 2022

**What do you like best about Clari?**

Still the same opinion, good views and clarity.

**What do you dislike about Clari?**

At the moment I don't see anything that could be improved other that better mobile view.

**What problems is Clari solving and how is that benefiting you?**

Visibility of large numbers of opportunities, updates made to them, and ability to change data fields. I don't need to go one by one in SalesForce to review missing details in terms of updates, but also allows me to look what next action needs to be taken.

  ### 38. Effortless Goal Tracking, But Mobile App Needs Improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** mahesh u. | Student, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 07, 2026

**What do you like best about Clari?**

I really like how simple the interface of Clari is because I can see all my deal info in one place without having to click through a million tabs, making updating my forecast way less stressful. It saves me a huge amount of time since everything is on one screen, allowing me to spot risks in my pipeline instantly and fix them before my weekly meeting starts. Clari automates the forecasting for us, so Reshma and I can trust the numbers without having to double-check everything manually. We use it with Salesforce all the time because Clari pulls the data from there, saving me from having to log into Salesforce, which is way slower. Also, the Slack notifications are useful so I don't miss updates. The initial setup was surprisingly easy because once we connected it to our Salesforce account, everything just synced automatically, and we were ready to go in an afternoon without needing a lot of technical help.

**What do you dislike about Clari?**

The mobile app is definitely the weak point because it feels clunky and slow compared to the desktop version and sometimes the data takes too long to sync which gets annoying when I am trying to check my numbers in a hurry. I really think they should add an offline mode so I can still view and edit my deal info when I have bad signal and it would sync up later. Also, the buttons on the phone version are sometimes too small to click easily so making the layout a bit cleaner would help a lot.

**What problems is Clari solving and how is that benefiting you?**

I use Clari to avoid the confusion of messy spreadsheets by automating forecasting, allowing me to trust our numbers. It saves time, streamlines my workflow, and helps me stay organized by showing all deal info in one place.

  ### 39. Great Salesforce Integration, Useful Analytics

**Rating:** 4.0/5.0 stars

**Reviewed by:** Vini N. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 06, 2026

**What do you like best about Clari?**

I find Clari to be extremely handy because of its integration with Salesforce. It really allows me to look at my pipeline and get a sense of sales analytics, which is valuable as we use Salesforce as our entire organization's CRM tool.

**What do you dislike about Clari?**

As a rep, it does sometimes feel like it's more so a monitoring tool for management as opposed to a tool that I can use to help sell.

**What problems is Clari solving and how is that benefiting you?**

Clari integrates well with Salesforce, allowing me to look at my pipeline and gain a sense of sales analytics.

  ### 40. A must have tool if you are in sales

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alberto M. B. | Regional Sales Director EMEA South, Enterprise (> 1000 emp.)

**Reviewed Date:** July 27, 2023

**What do you like best about Clari?**

They keep adding new functionalities that are essential to do my job as revenue leader

**What do you dislike about Clari?**

We see platforms like Gong gaining momentum, incorporating revenue management functionalities to their conversation platform. I would love to see something like this in Clari

**What problems is Clari solving and how is that benefiting you?**

Apart from forecasting, I am using Clari on a daily basis to review opps, trends, and projections...I barely go into our CRM

  ### 41. Effortless Call Summaries with Clari

**Rating:** 5.0/5.0 stars

**Reviewed by:** Claudia Z. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 12, 2026

**What do you like best about Clari?**

I use Clari for recording calls with my clients and summarizing important details along with to-do steps. I love that it provides good summaries of the calls. I also like that Clari captures the call script, which allows me to find specific parts of a conversation by searching for a word, despite the script not always being super accurate about who said what.

**What do you dislike about Clari?**

I think the script could be improved. Sometimes Clari doesn't get who said what, and the script shows the message under the wrong people.

**What problems is Clari solving and how is that benefiting you?**

I use Clari to record client calls, summarize important details, and save them for future reference. It helps me recall conversations accurately, and its script feature, despite needing some improvements, lets me locate discussions by searching for words.

  ### 42. Essential Tool for Accurate Forecasting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris L. | GTM Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** February 23, 2026

**What do you like best about Clari?**

I love the bi-directional write capability with CRM, which I think is the best feature. This helps us drive better accountability and data hygiene throughout the forecast process. I also find the real-time signals provided by Clari really valuable for our teams to take action on.

**What do you dislike about Clari?**

It would be great to allow overlay teams with View Only licenses to have the ability to monitor pipeline and their own attainment goals within the forecast module. More robust mapping and reporting features as well as ability to load targets for these teams.

**What problems is Clari solving and how is that benefiting you?**

Clari provides real-time signals for our teams, helping with forecasting and pipeline review. Its bi-directional CRM write capability enhances accountability and data hygiene in our forecast process.

  ### 43. Admin in Clari is a dream

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** May 10, 2023

**What do you like best about Clari?**

As an Admin of Clari I mostly create views and dashboards, as well as teach others how to create them.  They are very easy to build, much easier than in Salesforce, and they are built out in no time at all.

Clari keeps improving their application.  New in Studio (Admin module) now lets us manage and update the Forecasting tabs.  
We have recently added Clari Copilot to the mix as well and adoption of that is going well.

The Admin role in Clari is so simple; creating users, assigning forecasting rights, sharing views and dashboards, etc. is so easy to administer

**What do you dislike about Clari?**

Clari mandates that all fields must originate from Salesforce, including those that could be calculated from existing data. It would be more efficient if Clari handled these derived fields internally, as this would help reduce delays caused by our IT team's significant backlog.

**What problems is Clari solving and how is that benefiting you?**

Clari filled the gap in our Forecasting needs as they were unavailable in Salesforce when we purchased it.  Dashboards have helped our sales managers better manage their sales teams by performing business reviews in Clari instead of Spreadsheets.
Since the data is real-time, changes in Salesforce are reflected immediately in Clari, so nothing is missed.

  ### 44. Amanda Harper

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cyndy M. | Inside sales manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 02, 2025

**What do you like best about Clari?**

We started using Groove in 2023 for our inside sales team and later rolled it out across the entire company. The support we've received has been outstanding, and we continue to have bi-weekly meetings with our Account Manager, Amanda Harper, along with Katie. Honestly, the onboarding process, ongoing support, and responsiveness we've experienced have far outweighed any technical issues we've encountered with Groove. As a Sales Manager, I can confidently say that Amanda is a tremendous asset to Clari. She is professional, organized, patient, and truly a pleasure to work with. To be honest, I wish she were part of my own team!

**What do you dislike about Clari?**

Since we started using Groove in 2023, there have been numerous enhancements. Initially, we encountered some technical issues and found certain limitations in its functionality, but over time, updates were made to address these concerns.

Overall, I find it intuitive to create templates and flows, and the integration with Salesforce is especially valuable. As a manager, I would appreciate more KPI analytics available in a dashboard that merges Salesforce pipeline data with Groove outcomes. This would help reps take greater ownership of their sales activities and better prioritize their follow-ups.

Additionally, having more case studies and resources that showcase best practices and strategies for maximizing reach and effectiveness with Groove would be beneficial. Learning how others are leveraging the platform would provide valuable insights.

**What problems is Clari solving and how is that benefiting you?**

As part of an inside sales team managing thousands of accounts, this tool has supported us in crafting purposeful outbound messages, tracking leads effectively, and recording communications that are linked to our Salesforce accounts.

  ### 45. Revolutionized Our Pipeline Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Courtney R.

**Reviewed Date:** December 10, 2025

**What do you like best about Clari?**

I like the ability to easily change important fields in Clari and Salesforce with one click. I also like the ability to see the hierarchy of deals based on location and manager, and how they are being attained with our goal. Seeing hundreds of deals grouped the way we forecast, and then being able to filter down based on different types of fields we put into Salesforce is great. Also, seeing where there's gaps at the opportunity team level helps us figure out where pipeline or special resources might be needed.

**What do you dislike about Clari?**

We want the reps to work more in Clari. However, we use other tools such as quoting that can't be done directly in Clari. So they are still having to click out of Clari to update different things.

**What problems is Clari solving and how is that benefiting you?**

I use Clari for better pipeline visibility and deal structure. It lets me easily change fields in Clari and Salesforce and view deal hierarchies by location and manager. I can filter deals for better forecasting and spot gaps where resources are needed.

  ### 46. Streamlined Forecasting with Easy Data Access

**Rating:** 4.5/5.0 stars

**Reviewed by:** Can A. | Account Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2026

**What do you like best about Clari?**

I find Clari very easy to use, and the data I need is almost always presented right when I need it. During analysis, I can find the data details I'm looking for within selected areas easily. For example, if my pipeline has several opportunities, I can see each of its details with simple clicks while my analysis dashboard remains open.

**What do you dislike about Clari?**

There could be a set analytics page such as a dashboard where it gives you tailored analytics and graphs. It was hard as you didn’t know which elements contributed to your forecast.

**What problems is Clari solving and how is that benefiting you?**

Clari helps with day-to-day analysis, tracking drops and peaks in our pipeline, and forecasting market trends based on activity.

  ### 47. greatful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mostafa F. | agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 10, 2023

**What do you like best about Clari?**

Clari is always evolving! Since you mentioned its ease of use and tracking features, I’ll share a few other aspects that I think really stand out recently:

AI-Powered Forecasting: Clari’s predictive analytics and AI-driven forecasting have gotten stronger. It’s able to pull data from multiple sources to create highly accurate revenue predictions. This helps teams stay proactive and adjust strategies quickly.

Deal Slippage Alerts: The system now offers better deal slippage indicators, so sales teams can get early warnings about deals that are likely to move slower than expected or face roadblocks. This can help to fix things before they become a bigger issue.

Cross-Functional Collaboration: Clari’s enhanced visibility into pipeline metrics means that not just sales teams, but also marketing, finance, and customer success teams can align on goals and projections. This shared data makes cross-functional collaboration much more streamlined.

Revamped Mobile Experience: The mobile app has seen improvements. Sales reps can now track and update deals on-the-go, which helps in keeping the CRM data accurate in real time. It makes Clari even more convenient for teams that are on the road.

**What do you dislike about Clari?**

Great, thanks for the previous input! Based on that and some recent feedback from users, here are a few areas where Clari could improve:

Salesforce Integration UI (Side Panel Issue):

As you mentioned, the new Clari side panel in Salesforce can be intrusive, especially since it can’t easily be hidden or minimized. This affects screen real estate and user experience. A simple "collapse" or "hide" button would solve this.

Occasional Bugs & Lag:

Some users report performance hiccups — freezing, lag when switching views, or data not syncing in real-time. This can create frustration during busy sales periods.

**What problems is Clari solving and how is that benefiting you?**

sending bulk emails and tracking Problem: Lack of real-time visibility into pipeline health and deal movement.
Benefit: Clari gives us a live, accurate view of where every deal stands, so we can take faster, more informed actions.each link open and optimisng email templates

  ### 48. Share Questionable and Often Unanswered Data with Groove

**Rating:** 0.0/5.0 stars

**Reviewed by:** Michael K. | Worldwide Commercial Ops Manager | Human Resources & Finance Services, Enterprise (> 1000 emp.)

**Reviewed Date:** January 31, 2023

**What do you like best about Clari?**

Turns out Clari took the approach of every other self-proclaimed AI analytics company and opted to record data in a format that Overwrites and/or Deletes data they deemed “negative results” to ensure their software highlights that their various useless tools are working. These data storage decisions make it impossible to actually implement change or improve sales within any organization.

Unless you or business requires a pat on the back you pay for to boost your self-esteem, this is an utter waste of money.

**What do you dislike about Clari?**

Lies and coverups. They venture into Business Partnerships under a guise of deceit and press it as far as they can before admitting they don’t have engineers qualified enough to fix the glaring issues in their software.  Company Founders will go out of their way to not answer questions and rely on hopes and a prayer that their latest band-aid will hold their entire platform together.

This is nothing more than a pig wearing colored lip balm – do yourself, your company, and the actual sellers you expect to use this software a favor and at least spring for a pig wearing lipstick.

**What problems is Clari solving and how is that benefiting you?**

Clari created completely completely original and unique horrors of useless software. Rather than drive Modern Selling they set our organization back at least a decade. We would’ve been better off sending folks out with pamphlets door-to-door.

  ### 49. Clari makes sales management SO much easier!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bjorn H. | EMEA Sales Leader, Enterprise (> 1000 emp.)

**Reviewed Date:** November 16, 2023

**What do you like best about Clari?**

The clarity and insight it gives. the easy with which you can update deals is unbeatable and so much better than working without it.

**What do you dislike about Clari?**

Nothing, it's amazing and gives me all insights needed

**What problems is Clari solving and how is that benefiting you?**

It gives me insight in the things I need quicker than I could get the insight in salesforce

  ### 50. Intuitive UI and Seamless Salesforce Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gustavo G. | Solution Architect, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** November 28, 2025

**What do you like best about Clari?**

I truly appreciate Clari's visual and interactive user interface, which significantly enhances its usability and makes it very useful in my daily tasks. The seamless integration with Salesforce is another fantastic feature that I find incredibly beneficial, as it allows for a streamlined workflow and a more cohesive experience when working across platforms. Additionally, the ability to gather or update information within Clari is extremely useful, as it aids in maintaining efficient communication and data management. The platform's capability to provide a clear overview dropdown for several analyses is highly valuable, presenting data in a very organized and visual manner, thus facilitating reporting for the sales team. Furthermore, Clari greatly streamlines the reporting process, and its interactive UI makes it easy to conduct forecast reviews with the sales team. Overall, these features contribute to Clari being a vital tool for our commercial team meetings and pipeline reviews.

**What do you dislike about Clari?**

I tend to have issues when downloading information from Clari. Specifically, when I want to perform further analysis on the information, it is often difficult to gather it in a proper format. This format issue makes it challenging to import data into Excel or Google Sheets for further analysis. This aspect could definitely be improved.

**What problems is Clari solving and how is that benefiting you?**

I use Clari to streamline forecast and pipeline reviews with the sales team. It provides a clear overview, visual analysis, facilitates reporting, and integrates with Salesforce. The interactive UI simplifies team meetings, enhancing the overall efficiency and user experience.


## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-25+03%3A25%3A03+-0500&secure%5Bsession_id%5D=d131048b-9dd1-4e88-90bf-2e692b9a9e66&secure%5Btoken%5D=ae7535b5cefc8e373e4607ffdc216a0c2c81c49ae97a758037b353e2815ccb20&format=llm_user)
## Clari Integrations
  - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Azure Databricks](https://www.g2.com/products/azure-databricks/reviews)
  - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)
  - [Gong](https://www.g2.com/products/gong/reviews)
  - [Google Meet](https://www.g2.com/products/google-meet/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [Okta](https://www.g2.com/products/okta/reviews)
  - [Planhat](https://www.g2.com/products/planhat/reviews)
  - [Salesflare](https://www.g2.com/products/salesflare/reviews)
  - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews)
  - [Salesforce Spiff](https://www.g2.com/products/salesforce-spiff/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews)
  - [Webex Calling](https://www.g2.com/products/webex-calling/reviews)
  - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews)
  - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews)
  - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews)

## Clari Features
**Lead Intelligence**
- Market Insights 
- Account-level Insights 
- Lead Analysis 

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records

**Call Analytics**
- Call Recording
- Machine Learning
- Call Analysis
- Lead Qualification

**Sales Team**
- Flexible Sales Process
- Training Mode
- Playbooks

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Integrations**
- MS Teams Integration
- Email Integration
- Zoom Integration
- Google Meet Integration
- Salesforce Integration

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Agentic AI - Sales Coaching**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Statistical Tool**
- Scripting
- Data Mining
- Algorithms

**Lead Management**
- Segmentation 
- Predictive Scoring 
- Account Identification 

**Training**
- Knowledge Base
- Coaching Materials
- Playbook Creation
- Video Record

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Artificial Intelligence - Conversation Intelligence**
- Customer Scoring
- Speech-to-Text
- Sentiment Analysis

**Intelligence**
- Opportunity Identification
- Smart Content

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Contact Capture

**Branding & Customizatio**
- Custom Booking Page
- Personalized Links
- Personalized Web Embed

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting

**Data Analysis**
- Analysis
- Data Interaction

**Marketing Campaigns**
- Omni-Channel Tracking 
- Revenue Planning 
- Media Attribution 
- Opportunity Timeline 
- Customization 

**Feedback**
- Review
- Scorecard
- Coaching Card
- Leaderboard
- Real-Time Updates
- Notifications
- Competition

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data

**Customizations**
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting

**Performance Analysis**
- Coaching 
- Peformance Tracking

**Mapping**
- Stakeholder Roles

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Automatic Rules & Configurations**
- Set Working Hours
- Automatic Updates
- Buffer Times

**Generative AI**
- AI Text Summarization

**Generative AI**
- AI Text Generation

**Sales Management**
- Live Pipeline Management
- Account-Based Analytics
- Activity Tracking

**Decision Making**
- Modeling
- Data Visualizations
- Report Generation
- Data Unification

**Campaign Execution**
- Website Personalization 
- Prioritized Accounts 
- Trending Accounts 
- Email Campaigns 

**Insights**
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
- Automated Note Taking

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Generative AI**
- AI Text Summarization

**Generative AI**
- AI Text Generation

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - Conversation Intelligence**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Customer Revenue Optimization**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Business Scheduling**
- Autonomous Task Execution
- Multi-step Planning

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Agentic AI - Account Data Management**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top Clari Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,600 reviews)
  - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,495 reviews)
  - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews)