Clari Features

Clari

Forecast, opportunity & pipeline management for sales teams

4.43/5 (14 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Content Delivery
Content Management
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Dynamic Modeling
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
Exception Reporting
FAQ
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Milestone Tracking
Mobile Access
Mobile Alerts
Modeling & Simulation
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Projections
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Learn moreCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Content Delivery
Content Management
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Dynamic Modeling
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
Exception Reporting
FAQ
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Milestone Tracking
Mobile Access
Mobile Alerts
Modeling & Simulation
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Projections
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Chat/Messaging
Collaboration Tools
Configurable Workflow
Consolidation/Roll-Up
Contact Database
Contact Management
Content Delivery
Content Management
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
Dynamic Modeling
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Triggered Actions
Exception Reporting
FAQ
For Sales Teams/Organizations
Forecasting
Goal Management
Graphical Data Presentation
Interaction Tracking
Internal Chat Integration
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Milestone Tracking
Mobile Access
Mobile Alerts
Modeling & Simulation
Multi-Currency
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Projections
Proposal Management
Prospecting Tools
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Role-Based Permissions
Sales Forecasting
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Statistical Analysis
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Android App


49 reviews

Clari Feature Reviews

13 reviewers had the following to say about Clari's features:

Mark B.

Clari helps my management team with weekly reporting upstream

2020-02-14

Clari is a great product for management and executive teams but the value needs to be improved for the average sales rep so we can use this on something other than reporting our commits, best cases, and expected revenue.

Pros

1:1 meetings are faster with my management team

Cons

It doesn't integrate with Dooly.ai which impacts my reporting abilities.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ricardo B.

Easy single glass panel

2021-07-29

I use it everyday to have a clear vision of my team's opportunities, movements back an forth, changes in value, deals closed or lost, etc. A Tactical control panel extemely useful.

Pros

Easy to use, all the important things at fingertips, user interface customizable and clear

Cons

Reports could be easier to export into other formats

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Calvin L.

Easy to use and user friendly

2018-06-23

Pros

easy to use in mobile, desktop and anywhere, any time.

Cons

Need some training for doing report and dashboard even it is easy to use as may miss a lot of key values.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 501-1000 employees)

World class software and support

2019-01-23

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.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Corey R.

Successfully use it for forecasting accuaracy

2018-06-22

Being able to successfully track and manage deals from a single source (scree) and integration with salesforce is a definite plus

Pros

editing capabilities and ability to custom make views, also ability to custom make your filters based on the info you want to see

Cons

hard to learn at first but easy once you get the hang of it .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Good looking product, lacks some functionality.

2019-11-26

Pros

The look of the reporting is solid.

Cons

It did not have some of the key functionality we were led to believe the software had.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Networking company, 5001-10000 employees)

Making SFDC easier to use

2018-11-27

Pros

I like that it brings in all the data I need to see from SDFC in one place.

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff R.

Powerful

2019-08-24

Pros

The power and accuracy of the tool's predictive analytics is absolutely amazing.

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
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris R.

Love Clari..use it every day

2018-06-22

Pros

Easy to use, create new views to sort my business.

Cons

Only feedback would more granular reporting similar to native SFDC.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris S.

Mostly great.

2018-06-22

time savings

Pros

TO quickly provide and read data needed to do my job.

Cons

1 out of 10 times I enter something in - it reverts back to previous data. and does not change it. Mobile site is good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Enterprise Account Executive (Computer Software company, 1001-5000 employees)
Verified Reviewer

Decent tool

2018-01-10

Pros

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
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: GetApp
Helpful?   Yes   No
Read more
Ken S.

This software has changed the way our company forecast up

2021-03-31

Our leadership team also appreciates how easier it is to roll up forecasts for an entire team - not only does sales use Clari, but our CS and finance teams use it to forecast the company's revenue upward to our C-suite.

Pros

Love the ability to forecast opportunities Love the ability to forecast renewals Love the direct sync to Salesforce so I don't have to update 2 platforms and double the workload

Cons

Like most softwares, it took a while to get use to using Clari due to the complexity of the platform. That led to some initial hesitancy.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Friendly UI with strong ability to automate tasks

2018-07-21

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
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more