Clari Features

Clari

Forecast, opportunity & pipeline management for sales teams

4.5/5 (10 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


0 reviews

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Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


36 reviews

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Clari Feature Reviews

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

Jeff Rose

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
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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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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
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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
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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
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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
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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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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