Clari

Forecast, opportunity & pipeline management for sales teams

4,4 /5 (12 reviews) Write a Review!

Clari Overview

What is Clari?

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.

Clari Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Pricing information is available on inquiry.


Clari Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Users can analyze past behavior to identify risks and understand future outcomes
Users can monitor the outlook of the business during the quarter in real-time
Deal statuses are updated in real-time, with rolling views of the current quarter's commit and next quarter’s pipeline
Every rep, manager, and VP shares  a single forecasting system in Clari
The deal priority matrix maps the probability of winning a deal against where reps are spending their time
Managers and reps have insight into all deal changes and can identify any deals which are at risk
Flow lines show what portion of each deal type — Commit, Best Case, or Pipeline — has moved where
The dashboard can be configured to suit different users' roles and preferences
Users can view upcoming activity in a timeline
Mobile support allows users to view, track, and update forecasts from wherever they are
Clari screenshot: Users can analyze past behavior to identify risks and understand future outcomes Clari screenshot: Users can monitor the outlook of the business during the quarter in real-time Clari screenshot: Deal statuses are updated in real-time, with rolling views of the current quarter's commit and next quarter’s pipeline Clari screenshot: Every rep, manager, and VP shares  a single forecasting system in Clari Clari screenshot: The deal priority matrix maps the probability of winning a deal against where reps are spending their time Clari screenshot: Managers and reps have insight into all deal changes and can identify any deals which are at risk Clari screenshot: Flow lines show what portion of each deal type — Commit, Best Case, or Pipeline — has moved where Clari screenshot: The dashboard can be configured to suit different users' roles and preferences Clari screenshot: Users can view upcoming activity in a timeline Clari screenshot: Mobile support allows users to view, track, and update forecasts from wherever they are

Clari Reviews

Clari Reviews

Overall rating
4,4
/
5
Excellent
6

Very good
5

Average
1

Poor
0

Terrible
0

Value for Money
4,1
Features
4,4
Ease of Use
4,3
Customer Support
4,4
92% recommended this app
Jeff R.

Powerful


Chris R.

Love Clari..use it every day


Verified Reviewer

Decent tool


Verified Reviewer

Making SFDC easier to use


Verified Reviewer

World class software and support

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.


Jeff R.
Industry: Market Research
Company size: 11-50 Employees

Powerful

Used Weekly for 1+ year
Reviewed on 2019/08/24
Review Source: Capterra

Pros

The power and accuracy of the tool's predictive analytics is absolutely amazing. It has given us the ability to product sales numbers to within 2% MoE

Cons

A bit of a black box when it come to integrations, but we know they're there and they work.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

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
Industry: Computer Software
Company size: 1 001-5 000 Employees

Decent tool

Used Weekly for 1-5 months
Reviewed on 2018/01/10
Review Source: GetApp

Pros

Clari is a good forecasting tool for teams. The integration is nice with Salesforce and pulls relevant information.

Cons

The usage is still very foreign. Not sure if teams use this for opportunities or strictly for forecasting.

Rating breakdown

Ease of Use

Likelihood to recommend: 5.0/10

Verified Reviewer
Industry: Computer Networking
Company size: 5 001-10 000 Employees

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
Industry: Internet
Company size: 501-1 000 Employees

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

User recommendation
8,2/10
Based on 12 user ratings
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Clari Pricing

Clari Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Pricing information is available on inquiry.

Pricing information is available on inquiry.

Value for Money
4,1/5
Based on 12 user ratings
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Clari Features

Clari Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,4/5
Based on 12 user ratings
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Categories

Additional information for Clari

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

    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:

    Small Business, Large Enterprises, Mid Size 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:

    Highspot, SalesLoft, Seismic, Slack

    Q. What level of support does Clari offer?

    Clari offers the following support options:

    Phone Support, Video Tutorials, Online Support