Clari

Clari

Forecast, opportunity & pipeline management for sales teams

4/5 (10 reviews)

Clari Overview

Clari is a cloud-based sales execution and forecasting solution which utilizes artificial intelligence (AI) for forecasting, opportunity management, pipeline inspection, and more. Native apps for iOS and Android allow users to receive real-time notifications, deal updates, and messages from their team, and to track and update forecasts on-the-go.

Clari’s opportunity management dashboard gives users an overview of all opportunities, and insights including when the next meeting is scheduled, progress towards milestones, and probability of winning each deal. Selling activity is captured automatically, with required input from reps limited to a tap on their phone, reducing the likelihood that follow-up items will be forgotten or neglected. Data-driven alerts generated automatically by rule-based bots are designed to nudge reps towards selling success. Message history is displayed in a timeline, with automated push notifications and past responses included. Active trouble tickets are also surfaced before meetings, ensuring that reps are prepared, and Clari also generates alerts when calls to past customers are overdue.

The forecasting system in Clari is shared between all reps, managers, and executives, ensuring that everyone is viewing the same figures. Managers and executives can use real-time rollups to visualize the impact of each change on the forecast, and the evolution of each region’s forecast can be tracked across the quarter. Real-time data import from Salesforce allows users to compare forecast to up-to-date actuals, and team forecasts can be compared with an AI-driven projection generated by Clari. Visual analytics give users insight into pipeline and commit trends, and predictive analytics generate a score out of 100 to show the probability of closing each deal and identify which deals are at risk. Users can also utilize the Deal Priority Matrix, which maps the likelihood of closing each deal against rep activity.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, United Kingdom, United States

Supported Languages

English

Clari Reviews

Overall rating
4/5
90% positive reviews
6
Excellent
3
Very good
1
Average
0
Poor
0
Terrible
Chris R.

Love Clari..use it every day

Used Daily for 2+ years
Reviewed on 2018/06/22
Review Source: Capterra

Pros

Easy to use, create new views to sort my business. Also, like for forecasting to easily plug in weekly numbers

Cons

Only feedback would more granular reporting similar to native SFDC. (Example: create a view with a keyword in the comments section) I would also love to tabulate numbers similar to a spreadsheet.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Making SFDC easier to use

Used Daily for 2+ years
Reviewed on 2018/11/27
Review Source: Capterra

Pros

I like that it brings in all the data I need to see from SDFC in one place. It is easy to change dates and move deals through the pipline compared to reports in SFDC.

Cons

I wish it had more features. I still have to use SFDC for all the heavy work. Notes, etc.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Verified Reviewer

World class software and support

Used Daily for 1+ year
Reviewed on 2019/01/23
Review Source: Capterra

We use Clari for all of our sales forecasting and management. It has been a great product experience all around from the UI to support.

Pros

This software is very intuitive and solves all of our sales forecasting needs. The support and customer success is stellar as well.

Cons

For best-in-class software, they definitely charge a premium price.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

Friendly UI with strong ability to automate tasks

Used Weekly for 1+ year
Reviewed on 2018/07/21
Review Source: Capterra

Pros

Really love how Clari allows me to quickly forecast, see all my opps in one place, update SFDC data without traveling to SFDC, quickly submit a forecast from my phone and see the "health" of each of my opps.

Cons

When using Clari via my laptop and I have to forecast 6 categories which span a distance greater than my laptop screen, I have to click right arrow over, double click a forecast category and hit enter. I cannot scroll right otherwise it jumps from start to end. It's like seeing the first half of a pdf and when scrolling down it jumps straight to page 2 without letting you see the bottom half. A little frustrating.

Rating breakdown

Ease of Use

Likelihood to recommend

8.0/10
Esmat S.

Excellent System

Used Daily for 1+ year
Reviewed on 2018/06/23
Review Source: Capterra

business view

Pros

I like the features , specific to month, quarter and weekly view . I use it in a daily bases to get a complete view of the business.

Cons

updating the opportunities on one tap - I mean rather than going to SFDC and back to Clari , it should be integrated

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Clari Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Pricing information is available on inquiry.

Clari Features

  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Collaboration Tools
  • Real Time Data

  • API
  • Activity Dashboard
  • Contact Database
  • Contact Management
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Lead Management
  • Monitoring
  • Reporting & Statistics
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Third Party Integration

Additional information for Clari

Key features of Clari

  • Activity tracking
  • Automated push notifications
  • Automatic capture of selling activity
  • Collaboration tools
  • Configurable dashboard
  • Configurable milestones
  • Deal priority matrix
  • Forecast management
  • Instant messaging
  • Message history timeline
  • Opportunity management
  • Pipeline inspection
  • Predictive analytics
  • Real-time forecasting
  • Real-time reporting
  • Real-time rollups
  • Real-time status updates
  • Rule-based, data-driven bot alerts
  • Sales forecasting
  • Salesforce integration
  • Shared deal history
  • Update tracking

Benefits

  • Automated alerts are generated for sales reps by rule-based, data-driven bots, and Clari also surfaces active tickets and past communications before meetings.

  • Clari generates a score out of 100 for the probability of a deal closing as a win, by applying data science to two years of company history, and combines this with automatically-captured sales rep activity to generate a deal priority matrix.

  • Selling activity is captured automatically, reducing the time required to update CRM systems, with tracking to prevent follow-up items from being forgotten or neglected.

  • Executives and managers can use real-time rollups to break down and understand the potential impact of any changes made to forecasts.

  • Team forecasts can be compared to artificial intelligence (AI) driven projections, and users can track how the forecast for a region has evolved over the quarter.

  • Clari FAQs

    Below are some frequently asked questions for Clari.

    Q. What type of pricing plans does Clari offer?

    Clari offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Pricing information is available on inquiry.

    Q. What are the main features of Clari?

    Clari offers the following features:

    • Activity tracking
    • Automated push notifications
    • Automatic capture of selling activity
    • Collaboration tools
    • Configurable dashboard
    • Configurable milestones
    • Deal priority matrix
    • Forecast management
    • Instant messaging
    • Message history timeline
    • Opportunity management
    • Pipeline inspection
    • Predictive analytics
    • Real-time forecasting
    • Real-time reporting
    • Real-time rollups
    • Real-time status updates
    • Rule-based, data-driven bot alerts
    • Sales forecasting
    • Salesforce integration
    • Shared deal history
    • Update tracking

    Q. Who are the typical users of Clari?

    Clari has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Clari support?

    Clari supports the following languages:

    English

    Q. What type of pricing plans does Clari offer?

    Clari has the following pricing plans:

    Subscription

    Q. Does Clari support mobile devices?

    Clari supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Clari integrate with?

    Clari integrates with the following applications:

    Slack

    Q. What level of support does Clari offer?

    Clari offers the following support options:

    Online Support, Phone Support, Video Tutorials