Their Pitch
See and act on every revenue signal.
Our Take
It's a revenue forecasting platform for enterprises that automatically pulls data from your CRM, emails, and meetings to predict which deals will close. Turns messy spreadsheet forecasts into automated dashboards.
Deep Dive & Reality Check
Used For
- +**Your reps spend 2 hours daily updating CRM fields instead of selling** → AI captures emails and calls automatically, cuts data entry by 80%
- +**Your quarterly forecasts are always wrong because managers guess** → Machine learning analyzes deal patterns and conversation data for accurate predictions
- +**You're losing track of deals across multiple regions and teams** → Real-time pipeline visibility rolls up from reps to executives in one dashboard
- +Enterprise roll-up forecasting across complex hierarchies - eliminates manual consolidation spreadsheets
- +AI-powered deal health scoring flags risk before deals go south
Best For
- >Your sales team is losing deals because nobody knows who promised what
- >You're duct-taping forecasts from 12 spreadsheets and your CFO wants real numbers
- >Hit 500+ employees and manual pipeline reviews are taking forever
Not For
- -Teams under 50 people — you're paying enterprise prices for features you'll never use
- -Companies without established CRM discipline — if your Salesforce is messy, Clari will expose that problem loudly
- -Anyone wanting simple deal tracking — this is boardroom-ready complexity, not lightweight CRM
Pairs With
- *Salesforce (where Clari pushes AI insights directly into your existing workflow)
- *Zoom (records and transcribes sales calls for conversation intelligence)
- *Slack (where your team gets alerts about at-risk deals and forecast changes)
- *DocuSign (to actually close the deals Clari says will close)
- *Tableau (because executives want prettier dashboards than Clari's default reports)
- *HubSpot Marketing (for lead nurturing before deals hit Clari's radar)
- *Gong (complementary conversation intelligence that some teams prefer for call analysis)
The Catch
- !Still requires manual CRM hygiene from your team or the AI insights will be garbage
- !Enterprise pricing means custom quotes and likely 6-figure annual commitments
- !You'll need someone to become the Clari admin or pay for their professional services
Bottom Line
The enterprise forecasting machine that costs enterprise money but actually delivers enterprise results.