Clari Pricing, Features, Reviews & Comparison of Alternatives

Clari

Forecast, opportunity & pipeline management for sales teams

4.44/5 (9 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.
www.clari.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

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

Supported languages

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

Clari reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.6
  4.6
  4.4
Chris Royal

Love Clari..use it every day

Used daily for 2+ years
Reviewed 2018-06-22
Review Source: Capterra

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

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Anonymous

Making SFDC easier to use

Used daily for 2+ years
Reviewed 2018-11-27
Review Source: Capterra

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.

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Anonymous

World class software and support

Used daily for 1-2 years
Reviewed 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.This software is very intuitive and solves all of our sales forecasting needs. The support and customer success is stellar as well.

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Anonymous

Friendly UI with strong ability to automate tasks

Used weekly for 1-2 years
Reviewed 2018-07-21
Review Source: Capterra

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.

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Esmat Salah El-Din

Excellent System

Used daily for 1-2 years
Reviewed 2018-06-23
Review Source: Capterra

business view 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.

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Clari pricing

Pricing options
Free trial
Subscription
View Pricing Plans

Pricing information is available on inquiry.

Clari features

Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Real Time Data

API (128 other apps)
Activity Dashboard (80 other apps)
Contact Database (48 other apps)
Customizable Templates (39 other apps)
Data Import/Export (40 other apps)
Email Integration (45 other apps)
Lead Capture (39 other apps)
Lead Management (40 other apps)
Monitoring (43 other apps)
Reporting & Statistics (40 other apps)
Sales Analytics (49 other apps)
Sales Reporting (51 other apps)
Sales Tracking (42 other apps)
Search Functionality (48 other apps)
Third Party Integration (71 other apps)

Additional information for Clari

Key features of Clari

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