Clari

Clari

Revenue Operations Platform for Forecasting, Pipeline Management, and Execution

By Clari Inc.

Revenue Operations Revenue Operations Sales Forecasting Pipeline Management

Product Overview

Clari is a comprehensive revenue operations platform designed to help sales, marketing, and customer success teams improve forecasting accuracy, streamline pipeline management, and drive aligned execution across revenue teams. It leverages AI and automation to provide actionable insights into deal health, forecast predictability, and sales activity effectiveness.

By unifying data from CRM, emails, calendars, and communication tools, Clari provides a single source of truth for revenue teams. It enables real-time visibility into pipeline health, automated risk identification, and guided selling. With Clari, organizations can increase forecast accuracy, improve sales execution, and accelerate revenue growth with actionable analytics and comprehensive data integrations.

Headquarters and Est. In

Palo Alto, United States — Est. 2012

No. of Employees

501-1000

Customer Demography

Global

Customer Domains

Technology Financial Services Healthcare Manufacturing Retail

Use Case Deep Dive

Interactive analysis dashboard - explore detailed performance insights for key business scenarios

AI-Powered Sales Forecasting Accuracy Improvement

Leverage AI models to fine-tune the accuracy of sales forecasts by analyzing pipeline data and sales activities.

Automated Sales Activity Tracking and Insights

Automatically capture and analyze sales interactions to improve coaching and deal management.

Pipeline Risk Detection and Mitigation Workflow

Identify at-risk deals early and streamline mitigation actions to improve sales outcomes.

Multi-CRM Pipeline Consolidation and Reporting

Unify pipelines across multiple CRM systems to provide a consolidated view of revenue health.

Real-Time Sales Pipeline Monitoring and Alerts

Monitor pipeline health in real-time with dynamic alerts to react quickly to changes.

Sales Rep Performance Analytics and Coaching

Analyze individual sales rep activities to provide personalized coaching and improve effectiveness.

Revenue Operations Workflow Automation

Automate routine revenue operations tasks to streamline processes and reduce errors.

Account-Based Revenue Analytics

Gain insights on revenue potential and risks at the account level.

Scenario-Based Revenue Planning and Forecasting

Create and compare alternative revenue scenarios to improve strategic planning.

Multi-Channel Sales Communication Tracking

Capture and analyze sales communication across email, calendar, and messaging platforms.

Key Features

Explore the core capabilities that make Clari stand out.

AI-Driven Forecasting

Leverages artificial intelligence to improve forecast accuracy.

Forecasting

Pipeline Management

Provides comprehensive tools to track and manage the sales pipeline.

Pipeline Management

Activity Capture and Analysis

Automatically captures and analyzes sales activities from emails, calendars, and CRM.

Sales Activity

Risk Identification

Automatically identifies deals and accounts at risk.

Forecasting

Collaborative Revenue Execution

Facilitates alignment and collaboration across revenue teams.

Collaboration

Deal Health Scoring

Scores deals based on engagement and activity to indicate health.

Pipeline Management

CRM Integration

Seamlessly integrates with major CRM platforms to unify data.

Integration

Mobile Access

Access revenue insights and updates on mobile devices.

Accessibility

Account and Territory Management

Helps organize and manage accounts and territories effectively.

Sales Strategy

Revenue Analytics and Reporting

Provides deep analytics and customizable reporting on sales performance and revenue trends.

Analytics

Automated Data Hygiene

Automatically detects inconsistencies and missing data to improve CRM quality.

Data Management

Integrations Marketplace

Offers ready-to-use integrations with common revenue and communication tools.

Integration

Customizable Alerts and Notifications

Configurable notifications to alert users about key pipeline changes and risks.

Automation

Scenario Planning

Enables what-if analysis to simulate different forecast scenarios.

Forecasting

Historical Data Comparison

Compare current performance and pipeline data against historical trends.

Analytics

Sales Coaching Insights

Provides managers with insights to coach sales representatives effectively.

Sales Management

Revenue Operations Workflow Automation

Automates routine workflow tasks in revenue operations.

Automation

Account-Based Insights

Provides focused analytics and health scores at the account level.

Account Management

Quota Management

Track and manage sales quotas and attainment.

Sales Management

Custom Metrics and KPIs

Define and track custom metrics beyond standard sales data.

Analytics

Data Visualization

Interactive visual reports and dashboards for revenue insights.

Visualization

Role-Based Access Control

Secure access management based on user roles.

Security

Sales Cycle Tracking

Monitor and analyze sales cycle length and stages.

Analytics

Email and Calendar Integration

Connects with email and calendar systems to capture communications.

Integration

Real-Time Pipeline Updates

Provides instant updates to pipeline data and forecasts.

Pipeline Management

Contextual Integrations

Not just "integrates with" – here's the specific value each integration delivers:

Salesforce

Delivers: CRM platform integration for unified revenue data.

Microsoft Dynamics 365

Delivers: Integration with Microsoft Dynamics CRM for revenue insights.

Gmail

Delivers: Email integration to capture sales communications.

Outlook

Delivers: Microsoft Outlook email and calendar integration.

Slack

Slack

Delivers: Team collaboration and alert integration.

LinkedIn Sales Navigator

LinkedIn Sales Navigator

Delivers: Enriches sales data with LinkedIn insights.

Resources

Latest insights, guides, and templates to accelerate your decisions.

Blog Posts

Recent5 min

Clari Blog

Read

Recent5 min

Revenue Operations Insights

Read

Downloads

Coming Soon-

Downloads coming soon

Resources and templates will be available soon

Download

Case Studies

Case StudyN/A

How Clari Helped Boost Forecast Accuracy by 30%

Read Study

Case StudyN/A

Driving Pipeline Efficiency with Clari

Read Study

Platform Updates

RecentLatest

Latest Product Releases

View Update

Videos

Watch Clari in action.

Clari Overview and Demo

Clari Overview and Demo

Using AI to Improve Sales Forecasting

Using AI to Improve Sales Forecasting

This video can't be played here because the owner has disabled embedding.

Watch on YouTube

Pricing & Plans

Pricing information available upon request. Contact our sales team for custom pricing tailored to your needs.

Frequently Asked Questions

Common questions about Clari:

Clari is used for revenue operations, including sales forecasting, pipeline management, and revenue analytics to improve forecasting accuracy and sales execution.

Clari integrates with major CRMs like Salesforce and Microsoft Dynamics 365 to unify sales data and provide accurate forecasting.

Clari uses AI and machine learning to analyze deal and activity data, identify risks, and produce more accurate and actionable revenue forecasts.

Yes, Clari automatically captures sales activities from emails, calendars, and communications integrated through Gmail, Outlook, and other platforms.

Clari provides mobile applications and mobile-optimized web access for users to manage forecasts and pipeline on the go.

Clari offers collaborative tools including shared dashboards, alerts, and integrated communication channels to align sales, marketing, and success teams.

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