Clari Features List

Clari

Forecast, opportunity & pipeline management for sales teams

4.5/5 (6 reviews)

Clari Feature Summary

  • 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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Competitor Feature Comparison

Mobile apps

iOS App


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Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


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Clari Feature Reviews

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

Calvin Lee

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
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Corey Rothwell

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
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

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
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Chris Spadachene

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
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Chris Royal

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
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Esmat Salah El-Din

Excellent System

2018-06-23

business view

Pros

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.

Cons

updating the opportunities on one tap - I mean rather than going to SFDC and back to Clari , it should be integrated

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