--- title: Clari Reviews meta_title: 'Clari Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 5607 reviews by the users' company size, role or industry to find out how Clari works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 5607 scale: '5' date_modified: '2026-07-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # 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:** 5,607 ## 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 value the **ease of use** in Clari, allowing quick dashboard creation and simplified forecasting management. (241 reviews) - Users value the **seamless integration with Salesforce** , enhancing workflow efficiency and simplifying access to sales opportunities. (184 reviews) - Users value Clari's **advanced forecasting and analysis features** that enhance financial management and decision-making. (180 reviews) - Users find Clari to be extremely **helpful for sales forecasting** , providing quick insights and simplifying reporting processes. (171 reviews) - Users appreciate the **seamless SFDC integration** of Clari, simplifying deal updates and enhancing overall usability. (141 reviews) - Users appreciate the **ease of use in forecasting** , enabling quick updates and better tracking against their quotas. (139 reviews) - Users value the **seamless Salesforce integration** of Clari, streamlining access to crucial account-level data effortlessly. (125 reviews) - User Interface (116 reviews) - Efficiency (110 reviews) - Time-saving (106 reviews) **What users dislike:** - Users experience **inconsistent Salesforce data reflection** , leading to confusion and reliance on possibly delayed information. (131 reviews) - Users find the **navigation unintuitive** , creating a steep learning curve and confusion for new users. (102 reviews) - Users face **integration issues** with Clari, wishing for more control and efficiency without relying solely on Salesforce. (97 reviews) - Users experience **slow loading** times, particularly when pulling updates from SFDC, impacting overall performance. (91 reviews) - Users find **Clari's complexity** a challenge, particularly with its initial configuration and navigation difficulty. (85 reviews) - Users find the **learning curve challenging** due to initial configuration and occasional UI confusion, despite its ease of use. (80 reviews) - Forecasting Issues (75 reviews) - Inaccuracy (63 reviews) - Users report **customization limitations** with Clari, which hinder its adaptability to specialized business needs. (63 reviews) - Users experience **missing features** in Clari, particularly regarding filtering capabilities and customization options. (61 reviews) ## Clari Reviews ### 1. Crystal Clear Audio and Powerful Sales Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | Sales Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Clari?** Clear audio Clean meeting recording Great suggestion post the calls Sales insights tool for Sales team Great customer support **What do you dislike about Clari?** Nothing much when i used it it worked well for me Implementation **What problems is Clari solving and how is that benefiting you?** This Tool helped us track all the clients meetings Easy to record meetings Great sales insights on deals We can predict if the call will lead to closure or not ### 2. Helped get rid of forecasting in a spreadsheet and running CRM reports **Rating:** 4.0/5.0 stars **Reviewed by:** Dexter L. | Customer Success Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Clari?** My favorite part of Clari is the two-way integration with our CRM. We have to keep our CRM updated for reporting purposes, proper invoicing, etc., but it is not a good system for running quick reports in. So I use Clari for all overviews of my portfolio of renewals, expansion opportunities, risk cases, etc., and I need to move something to a new stage, update the value of a sale, communicate next steps to management, etc., I can do so from my view in Clari. It's great! My other favorite feature is the CoPilot Ai. I think it's truly great at delivering call intelligence. The summary feature has quickly eliminated the need for taking separate call notes to store in our CRM post-call, saving me a lot of time and making administrative tasks more enjoyable. I can't count how many times I've forgotten detail about a customer conversation and this feature has bailed me out. **What do you dislike about Clari?** I do think the forecasting feature is decent, but at least in our setup, it doesn't do a great job of auto-calculating the values I need to submit, so that is entirely handheld by using the built-in notes field as a calculator. I'd also like some more flexibility in changing columns in my views. And maybe some updates to the UI of the forecasting section in general, as it seems a bit silly to have to scroll sideways so much to fill in all information, but these could be shortcomings of our installation, not general faults of the platform. **What problems is Clari solving and how is that benefiting you?** 1. Forecasting - both in terms of accuracy and in terms of time spent on completing the task. Having experiences forecasting in weekly spreadsheets, it's impossible to imagine ever having to do that again after trying Clari. It now takes me 10-15 min to complete a weekly forecast as a CSM instead of an hour. 2. Opp Overview - I never truly figured out how to do big overviews in our CRM, so it was a big relief to see how easy this was to do in Clari. The two-integration for small changes on values, next steps, close dates, stages etc. is a huge time-saver, and I can quickly toggle through different risk scenarios in my portfolio and switch the time period when doing so. 3. Call Intelligence - taking notes for me, summarizing what was agreed on a call and who needs to do what. It's not the biggest revenue impact compared to the first two, but in terms of how you spend your time as a CSM, it has probably saved me the most! ### 3. Efficiency Booster with Minor Hiccups **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** July 28, 2025 **What do you like best about Clari?** I appreciate Clari's ability to track email engagement. Knowing when someone has received and opened an email is crucial for tracking the strength of a deal. I also enjoy using Clari's Omni Dialer for making cold calls. Additionally, Clari's capability to send email campaigns to a broader audience than I could reach manually is invaluable in my sales role. **What do you dislike about Clari?** I find Clari occasionally frustrating as it sometimes deletes all my progress when writing sequences. This unexpected loss of work has forced me to adapt and be more cautious while using the tool. Although I've gotten better at handling it, the issue remains a concern. **What problems is Clari solving and how is that benefiting you?** I use Clari to run email campaigns and track engagement, seeing when customers open emails, which enhances my outreach and evaluates deal strength. The Omni Dialer feature aids in making cold calls, allowing increased outreach efficiency beyond manual capabilities. ### 4. Better than before but still needs improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Lotf A. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2022 **What do you like best about Clari?** Pipeline forecasting and data integration **What do you dislike about Clari?** AI will need to further improved to capture better data **What problems is Clari solving and how is that benefiting you?** Sales pipeline and pipeline prediction ### 5. Account Executive **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Clari?** The automation piece of Clari is by far my favorite. You can add in opportunity details which get updated directly into Salesforce. **What do you dislike about Clari?** I know other sales intelligence solutions offer account mapping services which would be hugely helpful in Clari. **What problems is Clari solving and how is that benefiting you?** Clari helps automate the process for updating opportunities, as well as providing intelligence into your ongoing deals. ### 6. Clari Delivers Powerful Sales Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Clari?** Clari provides excellent visibility into the sales pipeline and forecasting process. The platform makes it easy to track deal progress, identify risks, and understand where to focus. The customizable views helps align sales, demand generation, and leadership teams around a single source of truth. The AI-driven insights and trend analyses are especially valuable for forecasting accuracy and spotting patterns early. **What do you dislike about Clari?** Some of the deeper analytics and configuration options require admin support to set up effectively. It would also be great to see faster performance when loading large datasets or switching between dashboards. **What problems is Clari solving and how is that benefiting you?** Clari helps bring structure, consistency, and predictability to our entire revenue process. Before Clari, forecasting and pipeline reviews were mostly manual and disconnected across spreadsheets and CRM reports. With Clari, we now have real-time visibility into deal health, pipeline coverage, and forecast accuracy, all in one place. ### 7. Using Groove for outreach! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2025 **What do you like best about Clari?** I use Groove everyday. I like a lot of the different features Groove has to offer some of these include spaces, AI, and the ability to do all of your outreach in one tool. It's also very user friendly! The Analytics are great and so many data points you can look into especially when trying to improve your outreach. **What do you dislike about Clari?** What I least like about Groove is that sometimes it can crash which makes it hard to do your job. Customer Support can improve as well. The analytics are great but they can sometimes be inaccurate, but not in bad way. **What problems is Clari solving and how is that benefiting you?** Clari is solving for an all in one outreach tool for revenue orgs with a lot of data behind outreach. ### 8. Great place to keep track of live deals - Even a few years in. **Rating:** 5.0/5.0 stars **Reviewed by:** John H. | Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2023 **What do you like best about Clari?** We also started tracking our renewals in Clari, not just net new business. So again, it just makes it so much easier to keep tabs of all of your active conversations all in the same place. **What do you dislike about Clari?** We had the system go down last week and it happened to be on the day that we were reporting our forecast to leadership, so that was unfortunate timing. But their team was able to get it back up and running within a few hours. **What problems is Clari solving and how is that benefiting you?** Sales forecasting and attainment tracking for our sales org. It helps the different teams know how they are performing and provides leadership with an understanding of where we are and what needs to change. ### 9. AI Insights That Supercharge Sales Performance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Clari?** AI driven insights like predictive analytics and deal scoring enable sales team to prioritize high potential opportunities abd reduce revenue leakage **What do you dislike about Clari?** At this point, I haven't encountered any issues with Clari, so I have nothing to report. **What problems is Clari solving and how is that benefiting you?** Sales team often face scattered data and unreliable rep inputs and solioed systems, leading to forecast erros and missed targets. Clari automates data collection , applies predictive analytics for 95% accuracy and tracks deal momentum beyond manual updates. ### 10. Efficient & Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Jesher V. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Clari?** I’ve really appreciated how intuitive the platform remains over time. The consistency in performance helps me stay focused without needing to relearn processes. I also like how seamlessly the email tracking continues to integrate with my workflow; it’s reliable and gives me peace of mind knowing I won’t miss important messages or communications. **What do you dislike about Clari?** It would be helpful to have more refined search capabilities, such as filtering within specific folders or narrowing results by date or keyword. This would make it much faster to locate older items without having to sift through broader results **What problems is Clari solving and how is that benefiting you?** Grove has assisted me in keeping track of my schedules in which students or staff can make appointments ### 11. Simple revenue insights with room to expand as a unified platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2025 **What do you like best about Clari?** What I really appreciate about Clari is how it ties together tools like Groove and Copilot. It’s helped optimize our sales processes and provided valuable insights to our team. The ability to analyze activity and outcomes across different regions and teams has been incredibly useful for seeing where we’re gaining traction and where there’s room for improvement. Features like real-time coaching tools in Copilot make it easier for managers to support their teams, even across multiple markets. The call recording and transcript functionalities are another standout – they make pulling actionable insights from conversations a lot simpler. Our AM has also been a consistent highlight. Even when there are challenges or delays, I feel like they genuinely listen and works hard to deliver solutions. Overall, Clari has been a significant asset in aligning our sales efforts and tracking performance effectively. **What do you dislike about Clari?** One challenge with Clari has been the disjointed experience between Groove and Copilot. Switching between platforms can be cumbersome, and the lack of connected team structures makes reporting and data analysis more manual and time-consuming than we’d like. It’d be fantastic to see a unified platform that brings everything under one roof. Additionally, some technical hurdles, like issues with dialer functionality in certain regions and the complexity of pulling historical data, have been obstacles. While we’ve gotten great support from the Clari team, addressing these gaps would really help us drive adoption and demonstrate clearer ROI to our leadership. **What problems is Clari solving and how is that benefiting you?** Clari is helping us drive better sales activity and coaching by providing insights into call performance, regional engagement levels, and outreach effectiveness. It’s also enabling us to standardize our sales plays with master flows, ensuring more consistent messaging and strategy across teams. By improving visibility into activity and outcomes, Clari empowers our leadership to make data-driven decisions and helps our team focus on higher-quality, more successful engagement with prospects and customers. ### 12. Clari Simplifies Forecasting **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Clari?** Clari has an intuitive, clean, easy to use UI, which lends to a great user experience. End users prefer to look at their deals in Clari rather than in a report in Salesforce because its just so much easier to consume and update their data. The integration with Salesforce is virtually seamless. Role updates is Salesforce flow into Clari in a matter of seconds to minutes. **What do you dislike about Clari?** Clari is not fully self-serviceable on the back end as an administrator, although Clai continues to make great strides to fix this. **What problems is Clari solving and how is that benefiting you?** Clari provides an easy to use tool for Sales Users at all levels to track their pipeline, maintain deal hygiene, report their commits + judgements for the month and quarter, among other things. ### 13. following opportunities with less effort **Rating:** 4.0/5.0 stars **Reviewed by:** Mehdi B. | Platform Sales Specialist- EMEA, Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Clari?** Easy to use but now with new version of Clari it's so hard to obtain reports or export information and some time it's like impossible to do it and then make reports manually by using umbers **What do you dislike about Clari?** Reports and export Data, it should be simple and complete operation. Also need to have a progress bar when try generating reports. **What problems is Clari solving and how is that benefiting you?** following opportunities, describing actions and time line but also the status of each action or opportunity. ### 14. Forecasting and Review **Rating:** 5.0/5.0 stars **Reviewed by:** Ben P. | Federal Enterprise Territory Manager - Civilian Agencies, Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Clari?** Nothing really much different in how I use Clari on a day to day basis. **What do you dislike about Clari?** I believe there's new features that Clari does have, but I still use Clari the same way that I have always used Clari. **What problems is Clari solving and how is that benefiting you?** Helps me forecast my business accurately and showing the correct numbers via API integration in SFDC. I am more productive by not spending so much time in what I'm forecasting in either 'Best Case' or 'Commit' ### 15. My Clari experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jean-Eric R. | Sales Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 11, 2025 **What do you like best about Clari?** The best solution to have a clear and absolute view on all your opportunities in Sales force **What do you dislike about Clari?** Things are very clear and easily understandable so impossible to hide anything **What problems is Clari solving and how is that benefiting you?** Clari extract from SalesForce the information we need to see the progression of my business ### 16. Real-Time Sales Insights That Empower Our Team **Rating:** 4.0/5.0 stars **Reviewed by:** Irene L. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2026 **What do you like best about Clari?** Clari gives me a live, up-to-date view of my entire sales funnel. **What do you dislike about Clari?** I find Clari’s setup and learning curve a bit steep at first, especially without consistent CRM hygiene tools in place, but once configured it’s very powerful. **What problems is Clari solving and how is that benefiting you?** Clari helps solve the challenge of unreliable forecasting and lack of pipeline visibility. ### 17. Love the Up-to-Date Data in SFDC **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2026 **What do you like best about Clari?** The data and report analysis which is updated in SFDC. **What do you dislike about Clari?** Depending on the data that is input, it may give a false forecast. **What problems is Clari solving and how is that benefiting you?** Inaccurate forecasting - Based on the input from the Sales rep, you can more accurately predict what the data is telling you ### 18. Clari: Fast, Intuitive, but Needs More Backend Flexibility **Rating:** 4.5/5.0 stars **Reviewed by:** Carl K. **Reviewed Date:** December 15, 2025 **What do you like best about Clari?** I really like Clari's speed and ease. It allows me to spend as little time as possible forecasting while giving me immediate insight into my business. I also appreciate its great UI, which is very intuitive. **What do you dislike about Clari?** Flexibility on tying into the backend systems **What problems is Clari solving and how is that benefiting you?** Clari helps me navigate SFDC easily, speeding up forecasting and providing immediate business insights with its intuitive UI. ### 19. effective email and diary management **Rating:** 4.5/5.0 stars **Reviewed by:** Luke G. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Clari?** I love the ability to setup targeting email campaigns (flows) that allow me to utilise templates or create my own emails, schedule these, understand open rates and next steps. A key feature for me is the link with Gmail allowing me to send a scheduler link, and setup various meeting types for customers to choose. **What do you dislike about Clari?** a better self serve onboarding experience to fully show the benefits would be great. **What problems is Clari solving and how is that benefiting you?** it saves me time to reach multiple customers with outreach flows saving me valuable time, it also allows me the flexibility to fit in customer schedules for important meetings. ### 20. Clear Pipeline Overview with Easy Updates **Rating:** 4.5/5.0 stars **Reviewed by:** Sarra O. | Account Executive Southern, Enterprise (> 1000 emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Clari?** Like to have clear overview of my pipeline, and be able to do some updates directly their **What do you dislike about Clari?** Synchronisation with CRM is not working all the time + some delays in update **What problems is Clari solving and how is that benefiting you?** Better overview and forecast ### 21. Decent for Forecasting, Needs Alerts **Rating:** 3.0/5.0 stars **Reviewed by:** Seun O. **Reviewed Date:** December 02, 2025 **What do you like best about Clari?** I appreciate the bright colors in Clari. **What do you dislike about Clari?** I feel that Clari does not solve any problems for me. Additionally, I see room for improvement in the alert system as it lacks the ability to send alerts via Slack or email to notify individual contributors like myself of deals that are falling behind, lack momentum, or are due to close soon, which need an update. **What problems is Clari solving and how is that benefiting you?** n/a ### 22. Powerful forecasting tool **Rating:** 4.5/5.0 stars **Reviewed by:** Nathaniel S. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2021 **What do you like best about Clari?** Clari gives you the ability to forecast better than you could with any other tool **What do you dislike about Clari?** We do a lot of customization, and while Clari is very open to feedback and works on our requests, it can take a bit of time for that change to happen **What problems is Clari solving and how is that benefiting you?** We can forecast more accurately than ever and it's helped our team align more closely to what we think will close, which helps our planning and overall business health ### 23. Game-Changing Forecasting Tool for a Hyperscaling Startup **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Clari?** The AI-driven forecasting insights, ease of use, and ability to create clarity (pun intended!) without a heavy lift. **What do you dislike about Clari?** Lack of CS support and more dedicated technical support after the implementation period is over. You will need to customize a lot of things to fit your business and you either need to do it completely on your own or bring in professional services. Also, tech tickets are closed automatically with very little time for you to respond by. **What problems is Clari solving and how is that benefiting you?** Clari is solving the ability to forecast with accuracy into the future by more than one quarter due Clari's ability to look at all historical information in SFDC. ### 24. Clear visibility and smoother forecasting with Clari **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2025 **What do you like best about Clari?** Clari makes it very easy to get a clear and real-time view of the pipeline and forecast. The dashboards are intuitive, and the ability to drill down into details helps both managers and reps stay aligned. It has significantly improved our forecasting accuracy and team collaboration. **What do you dislike about Clari?** Overall, I am very satisfied with Clari. If anything, I would say that the initial setup and customization required some effort, but once it was configured, the platform has been smooth and easy to use **What problems is Clari solving and how is that benefiting you?** It's very massive to find and enter comment using SFDC. However Clari is very convenient for us. ### 25. Easy Customer Management **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2022 **What do you like best about Clari?** It's helped easily reach out to customers in mass. We've been able to easily create templates, track communications, etc. **What do you dislike about Clari?** Creating groups to tailor the message to when needing mass blasts is a bit cumbersom. **What problems is Clari solving and how is that benefiting you?** I oversee a large number of customers within my book of business and Groove has helped me stay organized and on top of all of their various interactions and opportunities ### 26. Clari’s One-to-One Dashboard: A Game-Changer for Reps & Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Sarosh S. | Sr. RevOps Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Clari?** 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. **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** Before Clari, our reps relied heavily on Excel sheets for forecasting, which wasn’t an efficient use of their time or Clari’s capabilities. We wanted to maximize the value of Clari without adding complexity for the reps. The one-to-one dashboard has been a game-changer. It consolidates conversion rates, pipeline analysis, and key metrics in one place, making weekly one-on-ones with managers more productive. This has also improved rep engagement and alignment, ensuring everyone speaks the same data-driven language. Additionally, customizable filters and reports help maintain consistency with our other reporting tools, boosting confidence in data accuracy. ### 27. So reliable and consistent **Rating:** 5.0/5.0 stars **Reviewed by:** Peyton H. | HR Generalist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Clari?** I love the real time updating for opened email communications and clicked links. I know when to expect a response or when to reach out again. Such a lifesaver for documentation. I use it multiple times a day because it is so easy to 'use'. **What do you dislike about Clari?** At times, it randomly disconnects and then I find myself needing to check the status of an opened email to find that it hasnt been tracking. **What problems is Clari solving and how is that benefiting you?** We are able to schedule meetings with links special to us without the hassle of checking calendars. The email confirmation is a lifesaver for busy employees. The less manual work, the better. ### 28. Clari, an absolute necessary tool for forecasting **Rating:** 4.0/5.0 stars **Reviewed by:** Jonathan E. | VP of Enterprise Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2024 **What do you like best about Clari?** I like the pipeline flow report which gives weekly changes. Helpful to week over week improvements or decline in more of a live setting. **What do you dislike about Clari?** I would like to see more AI involvement since nothing has really changes since introducing AI forecasting 4-5 years ago. **What problems is Clari solving and how is that benefiting you?** Better visibility into pipeline and with easy ways to update staging with minimal clicks. So ultimately, forecasting efficiency. ### 29. It's a great tool! **Rating:** 3.0/5.0 stars **Reviewed by:** Saurav G. | Product Manager, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2022 **What do you like best about Clari?** It was indeed a decent tools with watch notification directly received on Slack gives us idea if shared meetings/calls are watched by the recipient or not helping in follow-ups. **What do you dislike about Clari?** There had not been UI/UX improvements, searching calls was difficult because of speed of search or easy of use. **What problems is Clari solving and how is that benefiting you?** Wingman helps us record/log our calls and prepare transcripts which further helps for insights. ### 30. Centralized Tool for Tracking Forecast and Call Recordings **Rating:** 3.5/5.0 stars **Reviewed by:** Tracy A. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2025 **What do you like best about Clari?** I appreciate the call recordings with robust transcripts and AI notetaker. It makes my follow activities just a little easier. And I appreciate that. I am still getting familar with forecasting tool. I like the easy to follow color indicators telling me when to update my forecast and the robust historical data to help me work my pipeline. Makes reporting to leadership a little easier. We have a shared souce of truth **What do you dislike about Clari?** Clari is not integrated with Claude or other AI tools for enhanced support. While the AI notetaker is helpful I still need to do some manual tasks to import into my CSM CRM system (Catalyst) **What problems is Clari solving and how is that benefiting you?** Solves for notetaking and follow up tasks making it easier for me to see what we are working on. Clari also solves for a single source of tool when working with sales leader teams ### 31. Clari Exceptional App for Sophos Account Executive **Rating:** 5.0/5.0 stars **Reviewed by:** Chris T. | Field Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Clari?** 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! **What do you dislike about Clari?** 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. **What problems is Clari solving and how is that benefiting you?** Solving the fact i can manage my deals very easily while not having to deal with alot of the noise in SF lightning ! ### 32. Fast, User-Friendly, and Visually Clear **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Clari?** Ease of use, clear visuals, speed of rapid multiple entry, good sort options **What do you dislike about Clari?** Some GUI changes would be helpful. Be mindful of SF sunc times. DOn't forget to "refresh", and uncertainty about "Leaving" without knowing what was changed, and if you should save it or not. **What problems is Clari solving and how is that benefiting you?** Makes SF a lot easier to use, esp in bulk edits, like daily or weekly forecast updates. ### 33. Great forecasting transparency, but slow performance and poor support **Rating:** 2.5/5.0 stars **Reviewed by:** Anthony G. | Customer Success Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2026 **What do you like best about Clari?** Our Revenue team has transparency into what they need and it creates a good forecasting motion **What do you dislike about Clari?** The support is not good and the performance is extremely slow **What problems is Clari solving and how is that benefiting you?** Transparency ### 34. Easy-to-Use Tool for Taking Meeting Notes and Following Up **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Clari?** I really like how user-friendly Clari is - everything from the setup to the interface feels intuitive. The toggle feature to decide which meetings the Copilot joins is a simple but powerful tool that gives me control. I also appreciate how the summaries focus mostly on relevant business points without blasting unnecessary small talk to everyone involved. This makes organizing follow-ups and action items so much easier. The search function within transcripts is another huge plus. Being able to find specific keywords or phrases saves me tons of time combing through recordings. Another standout is how responsive and supportive the Clari team has been. They’ve always been quick to address any questions or issues, like helping with Groove integration or fixing quirks in the trial. The potential to integrate summaries and action items right into Salesforce is also a highlight because it could eliminate a lot of manual tasks. Overall, it's the little efficiencies - like smarter meeting notes and email follow-ups that really make Clari a valuable tool. **What do you dislike about Clari?** One of the challenges with Clari is its ability to handle in-person meetings, especially when multiple people are speaking in the same room. The accuracy of the action items and summaries can sometimes suffer in these scenarios, which means I need to spend time double-checking or cleaning them up. It’s understandable given the complexities of picking up clear audio in such settings, but it’s something to improve on. Another area for growth is the clarity around certain features, like distinguishing attendees or writing back meeting details to Salesforce. While the support team has been great, a bit more user-friendly documentation or tutorials could help. **What problems is Clari solving and how is that benefiting you?** Clari is helping simplify meeting management by automatically capturing notes, action items, and summaries, which reduces the manual effort of tracking and recalling details. It’s keeping me more organized and ensures I don’t miss key follow-ups with clients or internal teams. The ability to search transcripts and generate quick email follow-ups saves me a lot of time, allowing me to focus more on selling and less on admin work. It’s a great tool for improving efficiency overall. ### 35. Saving time and gaining visibility on revenue ops **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Clari?** Clari Forecast, Analytics and Insights are very easy to use and intuitive for any kind of users. The rollout and enablement is very fast which make the time to value very interesting. I am the only Revenue Ops in my company and the projet was a success with a reasonable effort. And customer support is great. **What do you dislike about Clari?** The downside of a well packaged and easy to use solution is the lack of customization options in the Analytics / Dashboard module compared to other solutions on the market. It would be great to have the better of the 2 worlds. **What problems is Clari solving and how is that benefiting you?** Revenue analytics and insights are very time consuming to develop and requires a significant investment in data engineering. Clari makes this process effortless and help save time and money to develop very strong insights with best inclass analytics & AI solutions. ### 36. Clari **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Clari?** Clari has gotten a little better with the dashboard options and UI presentation. **What do you dislike about Clari?** Clari performs as expected. I am fairly happy with it. **What problems is Clari solving and how is that benefiting you?** Visibility. Clari allows us to see the numbers in realtime. ### 37. more clean UI and better integrations **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Clari?** New integrations are a game change and new UI is clean and easier to read dashboards **What do you dislike about Clari?** AI sales agents to automate the product and more ai features **What problems is Clari solving and how is that benefiting you?** Managing contacts and companies ### 38. Clari: reducing manual reporting work and giving leadership better visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.) **Reviewed Date:** February 04, 2026 **What do you like best about Clari?** Saved View options and Forecast features **What do you dislike about Clari?** Ability to debug or display proper error messages regarding issues **What problems is Clari solving and how is that benefiting you?** forecasting accuracy, pipeline management, and deal tracking ### 39. Love Using Clari **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Clari?** I love that all of my customer information is in one spot. The automatic seed emails have helped me get a lot of first-time CNA calls. I make a custom email and send it out to all potential clients. I have had a lot of success with this. I love that everything gets logged. **What do you dislike about Clari?** I mean, it is cool to see that someone opened an email, but if they don't answer, that info isn't that important. **What problems is Clari solving and how is that benefiting you?** It helps me get a lot of emails out to potential clients all over the country in a short amount of time. ### 40. Intuitive and Straight forward **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Clari?** I appreciate how Clari makes it easy to see where deals stand and what needs attention. It’s super helpful for staying on top of the pipeline without digging through tons of spreadsheets. **What do you dislike about Clari?** Sometimes Clari can feel a bit rigid when trying to create advanced filtering criteria. **What problems is Clari solving and how is that benefiting you?** Clari gives me clear visibility into deal data and trends, helping me make more accurate, data driven analysis. It turns pipeline progression info into actionable insights, so I can focus on potential areas of risk. ### 41. Clari Simplifies Pipeline Visibility but Has a Steep Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Clari?** I really like how Clari makes it easy to see what’s happening in the pipeline. It takes the stress out of forecasting and helps the whole team stay on the same page. **What do you dislike about Clari?** ometimes Clari can feel like a lot to take in at first, with so many features and data to explore. But once you get the hang of it, you’ll find it offers powerful tools that can really help you succeed. **What problems is Clari solving and how is that benefiting you?** Clari puts all your sales info in one place, so you can quickly see which deals need help and if you’re on track to hit your targets. It saves you time, helps you focus on the right deals, and makes sales less stressful. ### 42. Easy-to-Use UI, Solid Overall Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2026 **What do you like best about Clari?** Easiness of the UI and how everything makes sense **What do you dislike about Clari?** The dashboards and connections to the management **What problems is Clari solving and how is that benefiting you?** It allows you to get full visibility on your pipeline and fulfillment ### 43. Effortless User Experience That Fits Seamlessly Into My Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Clari?** Very easy user experience that I am used to **What do you dislike about Clari?** Clari in many ways felt one-dimensional - I used it weekly to update forecast and that was it. **What problems is Clari solving and how is that benefiting you?** Updating forecast, reporting status of pipeline up, and updating pipeline in a place that isn't SFDC ### 44. Easy to use and drives the right insights! **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Sales, Enterprise (> 1000 emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Clari?** The app is great. I like that it tests what needs to be done to close the deal. Pipeline review and SFDC connectivity. **What do you dislike about Clari?** I find the deal score and clean your room is amazing. It's easy to use. **What problems is Clari solving and how is that benefiting you?** The single pane of glass to easily move opportunities into the right stage and date. ### 45. Great Product and Great Onboarding Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Clari?** The data that it provides. We're able to get much more clarity into our pipeline and the movement of our pipeline. Their implementation team is top notch and provided a great onboarding experience. **What do you dislike about Clari?** Dashboards have some annoying limitations like number of charts you can use and layout options. **What problems is Clari solving and how is that benefiting you?** We are able to review and understand our pipeline and forecasts in a much more granular degree. Deal reviews are much easier to do and the analytics around pipeline movement is unmatched. ### 46. Fairly easy to use but could use UI improvements **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** May 02, 2025 **What do you like best about Clari?** It captures what is needed and sharing calls is easy, plus it syncs to Salesforce to update certain fields. It does a good job recording calls and easy to add to calls. The AI summary is very helpful. **What do you dislike about Clari?** The UI is not very intuitive and feels clunky. The search function is really frustrating - I should be able to type in a company name and get all results versus clicking on a few options that limit results. Its not easy to find calls or conversations. It should be easier to customize views to capture information that's important to the sales rep without needing admin approval. I have to maintain my own separate spreadsheet to track deals because I can only capture what my leaders want to see about a deal (revenue, close date, etc.) and as a rep, I need to have fields like (product interest, last activity notes, key contacts, deal challenges or blockers, etc.). **What problems is Clari solving and how is that benefiting you?** It gives my leaders what they need to forecast accurately and is easy to update my forecast numbers and see my pipeline with easy updates that sync to salesforce. Call recordings with analytics and AI assist are also beneficial and save a lot of time. ### 47. You Cannot Live Without Clari **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2024 **What do you like best about Clari?** Clari provides exceptional visibility into deals and forecasting, with the added benefit of seamless native integration with both Gmail and Salesforce. Embedding Clari directly into Salesforce helps reinforce the right behaviors and makes it easy for teams to stay aligned. The AI-generated summaries have been a game changer—offering both high-level overviews and deep insights into deal progress. I also have to highlight the outstanding customer support: from a smooth implementation to incredibly responsive CSMs, the experience has been top-notch from day one. **What do you dislike about Clari?** More admin controls! You need to rely on Clari for some core changes, which I understand from their perspective, and their support team is great, but sometimes as an admin you just need to get in and get it done. **What problems is Clari solving and how is that benefiting you?** Clari is solving several key problems for us: lack of visibility into deal health, inconsistent forecasting, and siloed communication between Sales, RevOps, and Leadership. By centralizing deal data and surfacing insights through AI, Clari helps us spot risks early, drive accountability, and make more confident, data-backed decisions. It also eliminates the manual effort of pulling forecasts and pipeline updates, saving time and allowing our teams to focus on strategy and execution. Overall, it’s improved forecast accuracy, team alignment, and deal velocity. ### 48. Easy to Use and Efficient, But Some System Issues **Rating:** 3.0/5.0 stars **Reviewed by:** Matthew T. | Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2026 **What do you like best about Clari?** Easy to use system, updating forecast simple quick and efficient **What do you dislike about Clari?** Didn’t really have coaching like call analysis **What problems is Clari solving and how is that benefiting you?** It was being used for revenue forecasts, target attainment ### 49. Clari Simplifies Salesforce Management, But Refresh Speed Could Improve and the ability to filter **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon H. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Clari?** Clari makes it very easy to manage my business by getting rid of the clutter in things like Salesforce **What do you dislike about Clari?** Clari is a little slow in refreshing. Sometimes difficult in remembering how to do filters **What problems is Clari solving and how is that benefiting you?** Clari allows me to consolidate my business in an easier to consume fashion. I also allows me to update my tasks and business in an easier fashion ### 50. A great way to have a full view of pipeline and accurate forecasting data. **Rating:** 4.0/5.0 stars **Reviewed by:** Lois G. | Sales manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Clari?** still the ability to see me teams pipeline in one view, as well as being able to add notes and staging updates that also update in SF **What do you dislike about Clari?** still continues to show opps underneath incorrect reps although the data is updated in SF **What problems is Clari solving and how is that benefiting you?** accurate forecasting. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-09+18%3A41%3A12+-0500&secure%5Bsession_id%5D=a48dc2e6-3e25-4efc-8808-de3893b8d65a&secure%5Btoken%5D=b833f49e96385cc078f4a06c58111d434c10123ae7537e4ad3ce720f78b1ef41&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 - 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 (24,660 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,499 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews)