Sales forecasting shouldn’t feel like guesswork.
If you’re here, you’re probably frustrated by disconnected data and scattered sales insights every time you need to update your pipeline or build a forecast.
And honestly, most tools just don’t fix this. You’re stuck cleaning up spreadsheets instead of focusing on closing actual deals, costing you momentum every single quarter.
That’s where Clari promises a real change—by bringing together all your sales, pipeline and forecasting workflows into one intelligent platform, so you can finally get reliable visibility and control with far less manual effort.
In this review, I’ll show you how Clari actually delivers those forecasting gains your team needs for more confident deal management.
You’ll find in this Clari review a detailed look at its forecasting and pipeline features, pricing structure, core differentiators, and exactly how it compares to alternative revenue platforms.
You’ll walk away with the insights and features you need to evaluate Clari with total confidence.
Let’s dive into the analysis.
Quick Summary
- Clari is an AI-powered revenue platform that improves forecasting accuracy and pipeline visibility for revenue teams.
- Best for mid-sized to large GTM teams managing complex sales cycles and needing revenue predictability.
- You’ll appreciate its unified data platform that automates tasks and delivers real-time, actionable revenue insights.
- Clari offers custom pricing that requires direct contact, with demos available but no public free trial.
Clari Overview
Clari is an AI-powered revenue platform giving your entire business a single source of truth for revenue. Based in Sunnyvale, California, they have been around since 2013, establishing deep market roots.
What really caught my attention is their disciplined focus on enterprise and high-growth tech companies trying to tame complex, siloed revenue processes. They champion a single platform for revenue operations, connecting all your customer-facing teams and their data.
Their 2023 acquisition of Groove was a brilliant play. Through this Clari review, you will see how this move bolsters their platform by adding crucial sales engagement capabilities for your reps.
Unlike competitors like Gong, which focus heavily on call analysis, Clari bets on being a comprehensive command center. I found it’s particularly respected for its predictive forecasting accuracy across your entire deal pipeline.
They work with major B2B organizations you’ll definitely recognize—like Okta and Zoom—that require serious predictability and are done managing revenue with disconnected spreadsheets and gut feelings alone.
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I see Clari’s strategy is all about “revenue orchestration”—using AI to connect and govern the end-to-end process from lead to renewal. This directly addresses your need for a predictable, efficient revenue engine.
Now let’s examine their capabilities.
Clari Features
Is revenue forecasting a constant headache for you?
Clari features offer an integrated revenue orchestration platform designed to streamline sales workflows and empower your revenue team. Here are the five main Clari features that revolutionize how you manage your revenue.
- 🎯 Bonus Resource: Before diving deeper, you might find my analysis of visual product customization software helpful to enhance your customer experience.
1. Clari Forecast and Pipeline Management
Tired of clunky spreadsheets for forecasting?
Manual forecasting often leads to inaccurate predictions and wasted time. This means you might be making critical business decisions based on outdated data.
Clari’s forecasting feature leverages AI to give you highly accurate predictions, often within 3-4%. From my testing, it truly simplifies complex forecasting processes by consolidating all relevant information. This feature helps sales teams track deal progression and identify risks early.
This means you get real-time pipeline visibility and consistent forecast accuracy, improving your strategic planning significantly.
2. Clari Inspect (Opportunity Management & Deal Inspection)
Are critical deals slipping through the cracks?
Scattered data makes it hard to get a clear picture of your pipeline health. This can lead to missed opportunities and revenue loss.
Clari Inspect acts as an “always-on pipeline health monitor,” centralizing scattered data into a unified view. What I love about this approach is how AI-driven health scores highlight risks so you can act quickly. It helps reps and managers identify gaps and prioritize actions to reduce churn.
This means you can visualize deal health instantly and intervene faster when risks arise, accelerating your revenue outcomes.
3. Clari Copilot (Conversation Intelligence & Coaching)
Struggling to get consistent sales call insights?
Manually reviewing sales calls for coaching and insights is time-consuming. This can leave your reps unprepared for future prospect conversations.
Clari Copilot provides AI-powered conversation intelligence that records, transcribes, and summarizes your sales calls. Here’s what I found: it analyzes calls much faster than many competitors, offering actionable insights and next steps. Sales managers can even use it for live coaching and creating battle cards.
This means your sales reps get the real-time coaching they need to respond confidently, improving their performance and deal closing rates.
4. Groove Omnibar (Sales Engagement & Prospecting)
Are your sales reps constantly switching tools?
Juggling multiple applications for CRM updates and prospecting wastes valuable selling time. This prevents your team from focusing on revenue-generating activities.
Groove Omnibar acts as an all-in-one command center, allowing reps to update Salesforce directly from their inbox or the Clari app. This is where Clari shines; it eliminates the need to jump between tools, streamlining your sales workflows significantly. It’s a real time-saver for your team.
This means your sales reps can reduce manual data entry and concentrate on what truly matters: engaging with prospects and closing deals.
5. Clari Align (Buyer Collaboration & Mutual Action Plans)
Do deals get stalled by miscommunication with buyers?
Lack of clear, shared goals with buyers can lead to deals slipping. This makes it difficult to standardize your sales process across the team.
Clari Align creates structured Mutual Action Plans (MAPs) that ensure buyer-seller alignment throughout the sales process. What you get instead is trackable milestones that keep both parties accountable. This feature helps standardize processes, preventing commit deals from unexpectedly slipping away.
This means you can streamline collaboration, standardize your sales motions, and ensure that your deals stay on track from start to finish.
Pros & Cons
- ✅ Provides highly accurate, AI-driven sales forecasting and pipeline visibility.
- ✅ Unifies dispersed revenue data for a single source of truth.
- ✅ Offers robust CRM integration, particularly strong with Salesforce.
- ⚠️ Can present a steep learning curve for full feature utilization.
- ⚠️ Some users report the platform can be a significant investment.
- ⚠️ Specific functionalities like Groove sequencing may lack intuition.
You’ll actually appreciate how these Clari features work together as a cohesive revenue orchestration platform rather than separate, siloed tools.
Clari Pricing
Navigating custom software costs?
Clari pricing is not publicly available, meaning you’ll need to contact their sales team directly for a customized quote that reflects your organization’s specific needs.
Cost Breakdown
- Base Platform: Custom quote
- User Licenses: Not specified, likely part of custom quote
- Implementation: Varies by complexity
- Integrations: Varies by complexity and existing systems
- Key Factors: Organization size, complexity, chosen packages (Platform, Forecasting, Execution)
1. Pricing Model & Cost Factors
Understanding the Clari cost.
Clari’s pricing model is entirely custom, reflecting the enterprise-level nature of its platform. What I found regarding pricing is that costs depend heavily on your organization’s size and the complexity of your revenue operations. Factors like the number of users, specific modules (Forecasting, Execution, or the comprehensive Platform bundle), and integration needs all influence your final quote.
From my cost analysis, this means your investment aligns precisely with your unique requirements, ensuring you only pay for what you truly need.
- 🎯 Bonus Resource: While optimizing your financial operations, my guide on best sales tax software can help ensure compliance and accuracy.
2. Value Assessment & ROI
Is the investment worthwhile?
While Clari is considered a premium solution, its value proposition centers on delivering significant ROI through enhanced revenue predictability and efficiency. What stands out about their pricing is how it supports transformative improvements in sales forecasting accuracy, often within 3-4%, which directly impacts your bottom line.
This means your budget gets a tangible return through reduced churn and accelerated revenue outcomes, justifying the higher cost.
3. Budget Planning & Implementation
Planning your budget effectively.
When considering Clari pricing, it’s crucial to factor in not just the subscription but also potential implementation services and ongoing support. What I found in my research is that Clari integrates deeply with existing CRMs like Salesforce, meaning setup can involve significant professional services to ensure seamless data flow and optimized workflows.
So for your business, expect to discuss these comprehensive aspects during your custom quote consultation to understand the total cost of ownership.
My Take: Clari pricing reflects a high-value, enterprise-grade solution tailored for large organizations committed to optimizing their revenue operations and achieving predictable growth.
The overall Clari pricing approach reflects a tailored investment in revenue predictability and growth.
Clari Reviews
What do real customers actually think?
To help you understand real-world experiences, I’ve analyzed common themes and sentiments across various Clari reviews, providing balanced insights into user feedback on the platform.
1. Overall User Satisfaction
Users seem largely satisfied.
From my review analysis, Clari generally garners positive ratings on platforms like G2 and Capterra, reflecting a high level of user satisfaction. What I found in user feedback is that its comprehensive approach to revenue operations resonates well, often simplifying complex forecasting tasks for users.
This suggests you can expect a generally positive experience with its core functionalities.
2. Common Praise Points
Forecasting simplification consistently wins users over.
Users frequently praise Clari’s ability to centralize and simplify forecasting, eliminating reliance on manual spreadsheets. From the reviews I analyzed, real-time visibility into pipeline health also stands out, enabling much faster and more informed decision-making.
This means you can expect improved accuracy and efficiency in your revenue operations.
- 🎯 Bonus Resource: While we’re discussing optimizing sales and understanding customers, my guide on best ecommerce software can provide further insights.
3. Frequent Complaints
Complexity and cost are recurring concerns.
While generally intuitive, some users express concerns about Clari’s initial complexity and the learning curve required to utilize all features. What stood out in customer feedback is how pricing is a recurring complaint for some, mentioning it can be quite expensive.
You should consider these points when evaluating its fit for your budget and team’s technical comfort.
What Customers Say
- Positive: “Clari has been immensely helpful. It makes forecasting so much simpler and brings everything together.” (User Review)
- Constructive: “Some users express concerns about Clari’s complexity and the time it takes to fully utilize all its features.” (Reddit User)
- Bottom Line: “The tool has helped us ensure that our data is accurate and that everything is rolling up as it should.” (User Review)
Overall, Clari reviews reflect a powerful platform with significant benefits, though potential users should consider the learning curve and investment.
Best Clari Alternatives
Navigating your revenue operations software choices?
The best Clari alternatives include several strong options, each better suited for different business situations and priorities within the competitive revenue intelligence landscape.
1. Gong
Focusing on in-depth sales conversation analysis?
Gong primarily focuses on conversation intelligence, offering superior user experience and real-time transcription for deep analysis of sales calls. From my competitive analysis, Gong provides better insights into buyer behavior, though it generally comes at a higher price point than Clari.
Choose Gong if your primary need is deep analysis of sales calls for coaching and understanding buyer behavior.
2. Outreach
Need robust sales engagement and automation?
Outreach shines in sales engagement, email tracking, and meeting scheduling, leveraging automation to improve seller workflows. What I found comparing options is that Outreach excels in automating sales sequences and task workflows, whereas Clari focuses more on comprehensive revenue management.
Consider this alternative when your priority is strong sales engagement, email automation, and task workflows.
3. Salesloft
Prioritizing sales engagement with excellent support?
Salesloft, like Outreach, offers strong sales engagement and revenue intelligence capabilities, but often provides significantly better customer service. Alternative-wise, Salesloft delivers robust engagement with superior support compared to some competitors, focusing heavily on sequences and workflows.
Choose Salesloft if you prioritize strong sales engagement features and excellent customer support.
4. People.ai
Want automated data capture for rep performance?
People.ai excels at automating data capture and providing insights into individual rep performance and deal health using AI. From my analysis, People.ai focuses on automating data collection and performance metrics, aiming to streamline the data-to-insight process for sales and marketing.
Choose People.ai if your main concern is automating data capture and gaining insights into individual rep performance.
- 🎯 Bonus Resource: Before diving deeper into revenue ops, you might find my analysis of after sales service management software helpful for comprehensive customer lifecycle management.
Quick Decision Guide
- Choose Clari: Unified platform for predictive revenue orchestration and forecasting
- Choose Gong: Deep conversation intelligence and buyer behavior insights
- Choose Outreach: Robust sales engagement, email automation, and workflows
- Choose Salesloft: Strong sales engagement and excellent customer support
- Choose People.ai: Automated data capture for individual rep performance
The best Clari alternatives depend on your specific revenue operations needs and priorities beyond core features alone.
Clari Setup
Concerned about the Clari setup process?
The Clari review reveals a deployment approach that is generally user-friendly, but extracting full value requires a thoughtful implementation strategy. It’s crucial to set realistic expectations.
1. Setup Complexity & Timeline
Is Clari easy to set up?
Clari implementation is typically manageable, with many users finding the interface intuitive for basic functionalities. From my implementation analysis, getting full value requires strategic commitment, often supported by Clari’s professional services to stay on schedule.
You’ll need to plan for initial configuration and a progressive rollout to maximize its advanced capabilities over time.
2. Technical Requirements & Integration
How complex are the integrations?
Your technical team will focus on integrating Clari with existing CRMs like Salesforce, email, and calendar systems. What I found about deployment is that Clari excels at unifying disparate data sources, making robust CRM integration a critical success factor.
Plan for dedicated IT resources to ensure seamless data flow and accuracy across your sales tech stack.
3. Training & Change Management
Will my team actually use Clari?
User adoption is key, and while Clari’s learning curve is manageable, some users still report complexity. From my analysis, effective change management prevents user frustration, ensuring your team leverages the platform’s full potential rather than just its basic features.
Invest in thorough training programs and internal champions to drive widespread adoption and maximize return on your investment.
- 🎯 Bonus Resource: While discussing adoption and maximizing ROI, you might find my guide on best lead nurturing software helpful for reducing drop-off.
4. Support & Success Factors
What kind of support can I expect?
Clari’s customer support is consistently praised as outstanding and top-notch, assisting with configurations. What I found about deployment is that their subject matter experts are invaluable for nuanced setup challenges and ensuring long-term success with the platform.
Plan to leverage their support actively; it’s a critical resource for optimizing your Clari implementation and addressing specific functional needs.
Implementation Checklist
- Timeline: Weeks to months for full optimization
- Team Size: Sales operations, IT, and leadership involvement
- Budget: Professional services for tailored configurations
- Technical: Deep CRM (Salesforce) and email/calendar integration
- Success Factor: Dedicated internal project lead and ongoing training
Overall, your Clari setup will be most successful with committed resources and strategic integration planning to unlock its full revenue potential.
Bottom Line
Clari: Is it the right fit for you?
This Clari review delivers a final assessment to help you understand if this revenue operations platform aligns with your business goals and operational needs.
1. Who This Works Best For
Mid-sized to large enterprises with complex sales cycles.
Clari is ideal for GTM teams including sales, marketing, and revenue operations seeking to improve forecasting accuracy and pipeline visibility. What I found about target users is that organizations with complex revenue processes benefit immensely from its AI-powered insights and centralized data.
You’ll find success if your business struggles with inconsistent sales execution or relies on manual, error-prone forecasting methods.
2. Overall Strengths
Unparalleled revenue predictability and operational efficiency.
- 🎯 Bonus Resource: If you’re also looking into broader sales optimization strategies, my article on smarter shelf planning covers essential tips for retail success.
The software excels in delivering highly accurate sales forecasts and providing real-time, comprehensive pipeline visibility. From my comprehensive analysis, its ability to unify data from various sources into a single, actionable platform eliminates data silos and reduces manual effort.
These strengths directly translate into improved decision-making, increased sales productivity, and significant time savings for your team.
3. Key Limitations
Complexity and investment require careful consideration.
While powerful, some users express concerns about Clari’s initial learning curve and its pricing, which can be a significant investment. Based on this review, the extensive feature set may overwhelm new users who are not prepared for a comprehensive implementation and adoption phase.
I’d say these limitations are manageable if your business is ready for a strategic long-term investment in revenue operations transformation.
4. Final Recommendation
Clari earns a strong recommendation for enterprise revenue teams.
You should choose this software if your priority is achieving predictable revenue growth, enhancing forecast accuracy, and gaining deep pipeline insights. From my analysis, your success depends on aligning your budget and internal resources with Clari’s robust capabilities and investment requirements.
My confidence level is high for organizations committed to leveraging AI for strategic revenue management, ensuring a strong return.
Bottom Line
- Verdict: Recommended for mid-to-large enterprises seeking revenue predictability
- Best For: GTM teams (sales, marketing, RevOps) with complex sales cycles
- Business Size: Mid-sized to large enterprises with 200+ employees
- Biggest Strength: AI-powered accurate forecasting and real-time pipeline visibility
- Main Concern: High investment and initial learning curve for full utilization
- Next Step: Request a demo to assess fit with your specific revenue processes
This Clari review demonstrates significant value for the right business, providing crucial insights into its strengths and considerations before you make a decision.