TrustRadius Insights for Clari are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Simple and intuitive user interface: Users have consistently praised the simplicity and intuitiveness of Clari's user interface. They find it easy to navigate, allowing for effective use of the platform.
Flow analytics for clear visualization of deal progress: Reviewers highlight Clari's Flow analytics feature as a valuable tool for visualizing how deals have progressed within a quarter or across multiple quarters. This provides insights into whether deals are progressing or regressing, benefiting sales teams.
Trend analytics for evaluating performance: According to users, Clari's Trend analytics feature is helpful in evaluating their performance over the past four quarters. It allows them to understand how their pipelines have performed and offers predictions based on pipeline stages for future performance insights.
Our company uses Clari for forecasting and for call recording. Before we bought Clari, we did our forecast in Google sheets which broke often and could not track the week over week insights we wanted. Clari has simplified our forecasting process and has helped expand this process with our reps.
Pros
Viewing Opportunities using SFDC hierarchy
Providing WoW change on an opp level
Lense views on reports
Cons
Implementation - a very messy experience
Historical views, does not lock historical bookings if reps change
UI in forecast tab, hard to navigate
Likelihood to Recommend
The implementation team behind Clari has been genuinely inefficient. In my opinion, expect to project manage your own implementation and have your requirements misinterpreted leading to incorrect structure.
We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic.
Pros
Provides a very clean window into all of our Salesforce opportunities in a single view.
It provides excellent built-in forecasting tools to manage the funnel and project where we will finish as a team each quarter.
One of the most important capabilities is the fact that Clari not only provides a window into Salesforce, but it can also WRITE back to it. This means that while we are simultaneously viewing hundreds of opportunities at a time in Clari, we can actually go in and click a field and make changes and updates right there on the fly without having to go back to Salesforce or pull up each individual opportunity.
Cons
Need the ability to add more Groups. Clari limits you to just 4 filter groups at a time.
Need the ability to hide the CRM Score column. For some reason this is one of the only columns that can't be moved or changed, and so it takes up unnecessary space. I'm not sure why they make it mandatory.
Would love the ability to build more dynamic dashboards on the dashboard page and to do it a bit more seamlessly. Today this is not easy, at least in my organization.
Likelihood to Recommend
We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic. Anyone in a mature sales organization will find Clari highly effective at helping manage their funnel of opportunities and their business.
We use Clari to analyse customer feedback, thus enabling us to identify the areas of improvement and develop targeted marketing strategies. We also use Clari to analyse sales calls and provide targeted coaching to the sales team. Clari can address some of our business problems, like a lack of visibility into customer interactions, inadequate sales coaching and overall inefficiency in the sales process.
Clari automates tasks like follow-up reminders, note-taking and CRM updates, thus freeing up the sales team to focus on sales. The real-time insights into customer interactions enable our company to take informed decisions and progress well.
Pros
Automated Note Taking
Revenue Forecasting
Realtime Transcriptions and insights
Automated CRM updates
Sales Coaching
Planning
Cons
Limited Integrations
Transcription Accuracy
Limited Customization Options
Likelihood to Recommend
Clari has an excellent conversation intelligence system. It is well-suited for any organisation that is looking to improve its sales process and customer service. Initially, our agents had difficulty understanding customer needs and preferences. Clari's conversation intelligence helped us understand the customer needs and enabled us to develop targeted marketing strategies and overall improve our customer satisfaction.
Clari is primarily designed for sales teams and may not be the best fit for non-sales applications such as HR or development teams.
analytics how to's to get the most out of the tools youre paying for
Likelihood to Recommend
For forecasting alone, its a great tool. Minor tweaks could make it better, the refresh speed used to be instant, now it takes time. the analytics tools most of the time are hard to trust, as well as the Clari score.
As an Enterprise Sales Rep, I rely on Clari daily to manage my pipeline with precision. It gives me a clear view of deal health, pipeline coverage, and where to focus to close the gap. I use it to track account activity and customer engagement, turning data into actionable insights that show which behaviors consistently drive results.
Pros
Detailed relationship insights by account
Records my calls, provides transcripts with key notes & actionable follow-up items
Easy to use and intuitive
Cons
I wish it updated in real time - it's frustrating when I make a change in my CRM and have to wait sometimes up to 20 minutes for Clari to catch up.
Likelihood to Recommend
Ideal for complex enterprise sales cycles with multiple stakeholders and long deal timelines. Clari consolidates rep updates, activity data, and deal signals to give leadership a data-backed forecast.
Excels at pipeline visibility. Perfect for organizations running large books of business where manual pipeline tracking in CRM isn't enough. Clari surfaces gaps early like stalled deals, low engagement, or insufficient pipeline coverage so that reps can act before the quarter ends.
Our GTM teams use Clari heavily! We had challenges with Gainsight and renewal forecasting, and Salesforce for forecasting. Now we have a clear dashboard on where accounts are at whether it's churn, flat renewals, multiyear deals, expansions, net new opps, etc. Every Monday we jump into the platform and forecast - not just the current quarter but about 3 quarters out. Since having Clari we've reduced back and forth between ELT and individual contributors because we no longer need to ask where an opp is at because it's all in the platform.
Now we have clear information and can identify risk sooner. We're able to pull in others for at risk accounts or net new deals which has helped us improve our NDR and GDR.
We're also able to export data into an Excel Spreadsheet for further filtering and segmentation.
Some of the dashboard reports we've created are to help with forecasting every quarter. Example: CSMs see all their accounts for the quarter and forecast any predicted churn. If there are any upsell opps created in Salesforce, it'll pull in that ARR amount and CSMs can see their OKRs.
Pros
Renewal and Upsell Forecasting
See Performance by individual on Quarterly Goals
Better transparency and collaboration with forecast clarity and detailed notes
Easy to update opps in Clari that connect to Salesforce without switching tools
Cons
Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted
Likelihood to Recommend
This is the only forecasting tool you need.
Best for CSMs renewal forecasting. Can even forecast churn as far out as you'd like. Example: we forecast 3 quarters out (even if it's just a rough guess). Helps ELT determine OKRs for H1 & H2.
Best for Sales for net new opps or existing customer expansions. We're able to segment and see that mid market is closing more deals in a specific tool than enterprise and can segment down by industry or AE/CSM to see what's working and what's not.
Tracking deal movement is easily visible within Clari through Flow and Waterfall analytics views. Forecast accuracy was a prior problem and now we track 5% to forecast each quarter.
Pros
Enforces accountability in a forecast cadence with reps
Tracks deal velocity through anlaytics views, allowing mgmt to get alerts on top deal movements
Insights within deal details - AI Smart Summaries based on opportunity notes, copilot calls, etc.
Cons
More visibility into why opportunity scores are what they are.
Ability to customize the scoring criteria
More analytics views added to a single dashboard would be helpful
Likelihood to Recommend
Establishing a forecast cadence with sales team, creating accountabilty for committed calls and ensuring checkpoints on pipeline data integrity.
The main intent is to help improve sales. We review the sales cycle calls, create live battlecards, a playbook for training, and other stuff. The transcription and summary help to identify call details. Also, the call is divided into different segments, which helps tag the call as per the sales cycle phase. If it's in the cold calling phase, eval phase, demo phase, post demo phase, or negotiation phase.
Pros
Creates call summary and add them in created tags to help us to targeted monitoring.
Help us create battlecards that agents can use on live calls.
Help us create library and playbook of good and bad calls for training.
Help us provide a call overview by team.
Cons
More visuals for team-wise data to create healthy competition.
Auto-tag the calls as per the summary.
More options for creating a playbook.
Likelihood to Recommend
It's well-suited for sales and customer service processes where the intent is both to sell the product and give customer or technical service post-sale. It is best to search for calls with different phrases. However, as far as I am concerned, it is less suitable for processes that are not defined. Like sales inbound, where we may not know the conversation direction.
We use Clari every week for our forecasting and pipeline management
Pros
Give us a way to delivery on our total forecast, and pipeline to manage dealprogresssion
It gives ways to filter and sort specific regions or reps to give quick overview
It is a way to indicate any risk on deals and give this information directly to management
Cons
When there is maintenance done in the backend our total numbers disappear so would be great to not impact production environment when doing improvements on the backend
I think Clari can train more the champions at customer to drive utilisation rates in your customers
Likelihood to Recommend
in my week to week forecasting it is for a crucial tool as i deal with a lot of deals a lot of changing and moving parts so Clari gives me the overview so i can relay my feedback to management in an easy way
Our company uses Clari in order to send out mass emails to new and existing business. Clari is helpful with being able to schedule out several bulk emails at a time, and makes our process more automated and efficient. It's been a reliable tool for several years, and something I am excited to share with new team members.
Pros
Schedule out emails
Send mass emails
Help track open and click reports to see how contacts engage
Cons
N/A - I know that Clari has several tools that can help, I just need to spend more time to review and look into these. I have also signed up for webinars in the past as well, which were helpful
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Likelihood to Recommend
For our team, we use Clari with our CRM Salesforce. Clari is helpful with tying email activity to direct items in Salesforce- especially for bulk emails. However, if a contact has opted out of emails, we are unable to use Clari to send an email (even if it is not marketing material, but a follow up on a valid inquiry), which is less helpful, but understandable.
