Clari Reviews

I work in sales operations at Elastic/EDB, managing renewals. I’ve seen our renewal manager use Clari as a go-to tool for tracking quota attainment and KPIs. In my experience, it’s one of the best tools out there.

When Clari was first introduced at Elastic/EDB, some users found the interface a bit complex and were hesitant to adopt it. But over time, they’ve become comfortable with it and now appreciate its benefits

Tracking the forecasting accuracy and performance of

The ability of Clari to provide real-time visibility into our sales pipeline and forecasting process is what I appreciate the most. Clari seamlessly integrates with our CRM and other marketing tools, which reduces the manual data entry. Clari's AI driven insights also help us prioritize actions, thus ensuring sales reps and managers can focus on right deals. About 100% of all our sales team and about 75% of entire staff use Clari. We had entire implementation and setup done within a day and internal user training was given with minimum effort. Initial glitches were sorted by Clari's exhaustive FAQ and self support section.

Clari's interface is a bit complex and a few users in our organisation found it difficult to navigate and required training to start with. Some features also require manual customisation, like dashboards and widgets. However these initial glitches were overcome by refererring to FAQs and support section.

Clari unifies the revenue related data from various sources like CRM, email, calendars into a single platform and this serves as a ssot for us. clari also improves forecast accuracy and predicatbility thus reducing our quarter end surprises.

Once set up and installed, Clari is very intuitive to use. Our sales leadership uses it exclusively for daily reviews and analysis, preferring it over Salesforce. It does a great job pulling in data from various sources (there's a level-up bonus if you use Copilot, Clari's conversational intelligence tool) and providing one view to rule them all. Changing filters and modifying the criteria to slice and dice data is easy to use and understand. The ability to use multiple revenue fields for analysis is huge. Forecasting is also easy to set up and track. Customer Support is responsive.

There are a couple of quirks. The way it calculates win rates in its funnel analysis includes currently open opps, which is not how we would calculate win rates. Clari's Dashboards leave a lot to be desired. They are surprising limited versus how flexible the requisite data sources are. If they would expand the types of dashboard widgets and the filters on each, it would be a perfect tool.

Clari provides more flexible opportunity reporting than Salesforce provides. It also takes daily snapshots of all our sales data, which is invaluable in month-end and quarter-end board reporting.

.The feature of tracking open/ click rate of email campaigns

Sometimes calls does not get registered in Clari

It has made it easy to send communication to a huge audience in one go

Analytics helps in knowing the open/ click rate of a campaign

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.

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.

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.

.it help me to execute some sales process to make my work easier

Sometimes some of the process are confusing like creating flow

helping me send mass email for marketing and sales purposes

The summary is brief yet covers all the important points. Most helpful for long calls, as you get a gist by reading the summary. Integration with the CRM tool is good. UI is good and presentable.

Nothing as such, all good for me. Battlecards can be included in the web version as well.

We dont need dig deeper all the calls. This helps us in doing target audits and help sales team with next step. Also helps in training new staff by creating battle cards for them.

Easily to use.Clari always support me to calculate my number.

There is nothing.Clari is update very first and its ease for use improves very quickly.

It's very helpful in efficiently supporting me in reviewing weekly sales figures with my boss.

The support from the Clari Groove team has been amazing—always responsive, helpful, and truly invested in our success. The platform itself is intuitive and makes our workflows much more efficient.

One challenge we've faced is occasional issues with Omnidialer—like call lags or connectivity glitches—which can impact productivity. While these aren't constant, they do pop up from time to time. That said, the Clari support team is usually quick to respond and help resolve them.

Clari Groove helps us streamline outreach, automate follow-ups, and stay consistent with engagement—saving time and improving response rates.

Good and fast syncing with our CRM like Salesforce makes forecasting easy. Other integrations are also helpful but this is the main attraction.

The UI is great but further harmonizing it to make it more intuitive would be welcome. At times, it looks like I'm staring at a themeless spreadsheet.

It's solving the problem of forecasting where the organization's specific and unique needs cannot be met by Salesforce. It provides a clean break between entering customer opportunity data, and tracking the deal flow and it's progressing throughout a reporting period.