Clari

What is Clari?

Clari is a pioneering enterprise Revenue Intelligence & Governance platform. The software acts connecting to all touchpoints of the customer journey to create highly predictable, data-driven sales forecasts. Clari's AI monitors deal health in real time, pointing out cooling opportunities, detecting hidden pipeline risks, and signaling where to focus efforts to prevent revenue "leakage" in corporate accounts.

How it works

Unlike traditional sales forecasting (which relies on subjective reports filled out by sales reps in the CRM), Clari automatically captures raw data from real-world interactions: email exchanges, files sent, support chats, scheduled meetings on calendars, and financial transactions. The platform's AI model analyzes these historical patterns of success and generates predictive win-rate scores for each contract, automating target achievements and simplifying executive board meetings.

Key Features

• AI Forecasting: Automatic statistical modeling predicting the quarter's revenue with superior accuracy.
• Autocapture: Automatic synchronization of meetings, emails, and sales contacts without the rep needing to enter anything manually in the CRM.
• Deal Inspection: Health scoring pointing out unanswered leads, slow deals, or insufficient interactions.
• Clari Copilot: Integration of real-time transcription and conversational AI to guide sales reps during active client calls.

Available Integrations

Clari connects deeply to the entire corporate business ecosystem:

• CRM systems: Salesforce, HubSpot, Microsoft Dynamics.
• Email and productivity suites: Google Workspace, Microsoft Office 365.
• Sales engagement platforms: Salesloft, Outreach.
• Signature and support tools: DocuSign, Zendesk, Slack.

Who is it for?

• Revenue Operations Leaders (RevOps) and CFOs who need solid, auditable quarterly revenue projections.
• Sales Directors (VPs of Sales) coordinating multiple account managers who need to monitor the health of large opportunity portfolios.
• Customer Success Managers (CSMs) monitoring churn risks and expansion opportunities in active accounts.

Pricing

Pros and Cons

Pros:

• Eliminates the need for sales reps to fill out stressful manual activity reports.
• Extraordinary forecasting accuracy assisting CFOs in strategic planning.
• Consolidation of scattered data onto a single screen focused on decision-making.

Cons:

• Requires a mature historical sales transaction database for the AI models to perform optimally.
• Complex initial corporate implementation and setup process.

Alternatives to Clari

The main alternative corporate revenue intelligence software are Gong.io, People.ai, BoostUp, and Ebsta.