Clari
Clari is a revenue collaboration and governance platform that helps you capture data across your business to improve forecasting accuracy and close more deals through actionable pipeline insights.
Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Quick Comparison
| Feature | Clari | Insightly |
|---|---|---|
| Website | clari.com | insightly.com |
| Pricing Model | Custom | Freemium |
| Starting Price | Custom Pricing | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2013 | 2009 |
| Headquarters | Sunnyvale, USA | San Francisco, USA |
Overview
Clari
Clari helps you stop losing revenue to execution gaps by providing a unified view of your entire sales process. You can automatically capture every interaction between your buyers and sellers, eliminating the need for manual data entry and ensuring your CRM stays up to date. By using AI-driven insights, you can identify which deals are at risk and which are ready to close, allowing your team to focus their energy where it matters most.
The platform serves mid-market and enterprise organizations across various industries, particularly those with complex B2B sales cycles. You can manage your entire revenue lifecycle—from pipeline generation to renewals—within a single interface. This transparency helps you run more effective 1:1s, forecast with higher confidence, and ensure every member of your revenue team is aligned on the same goals.
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Overview
Clari Features
- Revenue Forecasting Predict your end-of-quarter results with high accuracy using AI-driven projections based on real-time deal activity.
- Pipeline Management Inspect the health of every deal in your pipeline and spot early warning signs of slippage or stagnation.
- Auto-Capture Automatically sync emails, meetings, and contacts to your CRM so your data is always complete and current.
- Conversational Intelligence Analyze sales calls and meetings to understand buyer sentiment and coach your team on winning behaviors.
- Mutual Action Plans Collaborate directly with buyers on shared checklists to ensure deal milestones are met on schedule.
- Revenue Analytics Track historical trends and conversion rates to understand exactly where your revenue is won or lost.
Insightly Features
- Relationship Linking. Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing. Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation. Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management. Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking. Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards. Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Pricing Comparison
Clari Pricing
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Pros & Cons
Clari
Pros
- Significantly improves forecasting accuracy for complex sales teams
- Eliminates manual data entry for sales representatives
- Provides clear visibility into deal health and risks
- Centralizes revenue data from multiple siloed sources
- Intuitive interface makes weekly forecast calls more efficient
Cons
- Requires significant initial setup and configuration time
- High price point targets mid-market and enterprise only
- Mobile application has limited functionality compared to desktop
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription