AI SDR

Clari

by Clari Inc.

★4.1

120 reviews

Revenue platform with AI-powered forecasting, pipeline management, and deal intelligence for predictable revenue

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📌Key Takeaways

1Clari is a ai sdr AI agent by Clari Inc., founded in 2013.
2Revenue platform with AI-powered forecasting, pipeline management, and deal intelligence for predictable revenue
3Top strengths: Revenue Forecasting AI: Clari's Revenue Forecasting AI represents a paradigm shift from traditional spreadsheet-based forecasting methods that rely on subjective rep inputs a...; Pipeline Inspection & Deal Health: The Pipeline Inspection module provides sales managers and revenue leaders with a comprehensive, real-time view of every deal in the pipeline, automat....
4Rated 4.1/5 based on 120 reviews.

Overview

Clari is a comprehensive revenue intelligence platform that fundamentally transforms how sales organizations understand, predict, and optimize their revenue operations. Built for sales leaders, revenue operations teams, and executive leadership, Clari provides unprecedented real-time visibility into pipeline health, forecast accuracy, and deal progression across the entire revenue lifecycle. The platform leverages sophisticated artificial intelligence and machine learning algorithms to automatically analyze sales conversations, emails, calendar activities, and CRM data, extracting actionable insights that would otherwise remain hidden in disparate systems and unstructured data. At its core, Clari addresses one of the most persistent challenges facing B2B sales organizations: the inability to accurately predict revenue outcomes and identify deal risks before they materialize into lost opportunities. Traditional CRM systems rely heavily on manual data entry from sales representatives, resulting in incomplete, outdated, and often inaccurate pipeline information. Clari eliminates this dependency by automatically capturing and analyzing engagement signals from every customer interaction, creating a comprehensive activity graph that reveals the true state of every deal in the pipeline. The platform's predictive analytics engine processes historical win/loss patterns, engagement velocity, stakeholder involvement, and dozens of other signals to generate AI-powered forecasts that consistently outperform human predictions. Sales leaders gain the ability to identify at-risk deals weeks before they would typically surface through traditional pipeline reviews, enabling proactive intervention and deal rescue strategies. Clari's conversation intelligence capabilities automatically transcribe and analyze sales calls, extracting key moments, competitor mentions, objections, and next steps without requiring any manual effort from sales teams. Clari serves enterprise and mid-market B2B organizations across technology, financial services, healthcare, manufacturing, and professional services industries. The platform integrates seamlessly with major CRM systems including Salesforce, Microsoft Dynamics, and HubSpot, as well as communication platforms like Zoom, Microsoft Teams, Gong, and email systems. This integration architecture ensures that Clari captures a complete picture of customer engagement while fitting naturally into existing sales workflows. Organizations using Clari typically report significant improvements in forecast accuracy, reduced sales cycle lengths, higher win rates, and increased revenue attainment against targets.

🎯 Key Differentiator

AI-Extracted

AI-powered conversation intelligence that automatically analyzes sales calls and emails to identify deal risks, next steps, and forecast accuracy in real-time

Clari's core differentiator is its ability to process and analyze sales conversations at scale using proprietary AI models trained on millions of B2B sales interactions. The platform automatically extracts deal insights from calls and emails without requiring any manual data entry from sales representatives, providing sales leaders with predictive signals about deal health that surface weeks before traditional indicators. According to Clari's published case studies, customers achieve 95%+ forecast accuracy compared to industry averages of 50-60%. This conversation intelligence capability is central to Clari's value proposition, with the platform processing over $4 trillion in managed pipeline annually across its customer base, demonstrating the scale and reliability of its AI-driven insights engine.

This differentiator was AI-extracted from competitive research.

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Last verified: January 27, 2026

Key Features

Revenue Forecasting AI

Clari's Revenue Forecasting AI represents a paradigm shift from traditional spreadsheet-based forecasting methods that rely on subjective rep inputs and manager intuition. The system ingests data from CRM records, email engagement, calendar activities, call recordings, and historical win/loss patterns to generate probabilistic forecasts at the deal, segment, and company level. The AI continuously learns from forecast outcomes, improving accuracy over time by identifying which signals most reliably predict deal closure. Sales leaders can drill down from company-level forecasts to individual deals, understanding exactly which opportunities are contributing to or detracting from the number, with AI-generated explanations for each prediction. Achieve 95%+ forecast accuracy and eliminate end-of-quarter surprises by replacing gut-feel predictions with data-driven AI forecasts.

Pipeline Inspection & Deal Health

The Pipeline Inspection module provides sales managers and revenue leaders with a comprehensive, real-time view of every deal in the pipeline, automatically scored and ranked by health indicators. Unlike static CRM reports, Clari's pipeline view dynamically updates as new engagement signals are captured, surfacing deals that are stalling, lacking executive engagement, or showing competitive threat indicators. The system analyzes deal velocity, stakeholder mapping, activity recency, and dozens of other signals to generate a composite health score for each opportunity. Color-coded visualizations make it immediately apparent which deals require attention, while drill-down capabilities reveal the specific factors contributing to each deal's risk profile. Identify at-risk deals 2-3 weeks earlier than traditional methods, enabling proactive intervention before opportunities are lost.

Conversation Intelligence

Clari's Conversation Intelligence automatically records, transcribes, and analyzes every sales call and meeting, extracting actionable insights without requiring any manual effort from sales representatives. The AI identifies key moments in conversations including pricing discussions, competitor mentions, objection handling, next step commitments, and buying signals. Managers can quickly review call highlights rather than listening to entire recordings, while the system automatically logs relevant information back to CRM records. The platform also enables coaching workflows, allowing managers to leave timestamped feedback on specific call moments and track improvement over time across their teams. Reduce manual CRM data entry by 80% while capturing 10x more deal intelligence from every customer conversation.

Activity Capture & Engagement Scoring

Clari's Activity Capture engine automatically syncs emails, calendar events, and meeting data from sales team members, creating a comprehensive engagement timeline for every account and opportunity without requiring manual logging. The system goes beyond simple activity counting to analyze engagement quality, measuring factors like response times, email sentiment, meeting attendance patterns, and stakeholder involvement depth. Each account receives an engagement score that reflects the true health of the relationship, enabling sales leaders to identify accounts that appear active but lack meaningful executive engagement or accounts where engagement is declining despite recent activity. Eliminate hours of weekly CRM data entry while gaining complete visibility into actual customer engagement patterns.

Revenue Operations Analytics

The Revenue Operations Analytics suite provides executive leadership and RevOps teams with comprehensive dashboards and reports that illuminate the entire revenue engine's performance. The platform tracks key metrics including pipeline coverage ratios, stage conversion rates, average deal sizes, sales cycle lengths, and win rates across segments, products, and teams. Trend analysis capabilities reveal whether performance is improving or declining over time, while cohort analysis enables comparison of current quarter performance against historical patterns. Custom report builders allow RevOps teams to create tailored views for different stakeholders, from board-level summaries to detailed rep performance scorecards. Make data-driven decisions about territory planning, quota setting, and resource allocation with complete revenue visibility.

Pros & Cons

Pros

+Revenue Forecasting AI: Clari's Revenue Forecasting AI represents a paradigm shift from traditional spreadsheet-based forecasting methods that rely on subjective rep inputs a...
+Pipeline Inspection & Deal Health: The Pipeline Inspection module provides sales managers and revenue leaders with a comprehensive, real-time view of every deal in the pipeline, automat...
+Conversation Intelligence: Clari's Conversation Intelligence automatically records, transcribes, and analyzes every sales call and meeting, extracting actionable insights withou...
+Activity Capture & Engagement Scoring: Clari's Activity Capture engine automatically syncs emails, calendar events, and meeting data from sales team members, creating a comprehensive engage...
+Revenue Operations Analytics: The Revenue Operations Analytics suite provides executive leadership and RevOps teams with comprehensive dashboards and reports that illuminate the en...

Cons

−Learning curve for advanced automation features - optimal configuration may require experimentation and iteration.
−Data accuracy varies by region - international markets may have less comprehensive or current contact information.
−AI-generated content requires human review to ensure accuracy and brand voice consistency.

Use Cases

Explore all AI SDR use cases →

AI SDR: Automated Outbound Prospecting→

Sales teams spend hours manually researching prospects, finding contact information, and crafting personalized outreach messages. This manual process limits the volume of outreach and reduces time available for high-value activities like closing deals.

Lead Qualification and Scoring→

Sales reps waste time chasing unqualified leads, resulting in low conversion rates and inefficient resource allocation. Manual lead scoring is inconsistent and doesn't adapt to changing buyer signals.

Frequently Asked Questions

Clari offers: Revenue Forecasting AI: Clari's Revenue Forecasting AI represents a paradigm shift from traditional spreadsheet-based foreca. Pipeline Inspection & Deal Health: The Pipeline Inspection module provides sales managers and revenue leaders with a comprehensive, rea. Conversation Intelligence: Clari's Conversation Intelligence automatically records, transcribes, and analyzes every sales call . Activity Capture & Engagement Scoring: Clari's Activity Capture engine automatically syncs emails, calendar events, and meeting data from s. Revenue Operations Analytics: The Revenue Operations Analytics suite provides executive leadership and RevOps teams with comprehen.

1. Revenue Forecasting AI: Clari's Revenue Forecasting AI represents a paradigm shift from traditional spreadsheet-based forecasting methods that rely on subjective rep inputs a... 2. Pipeline Inspection & Deal Health: The Pipeline Inspection module provides sales managers and revenue leaders with a comprehensive, real-time view of every deal in the pipeline, automat... 3. Conversation Intelligence: Clari's Conversation Intelligence automatically records, transcribes, and analyzes every sales call and meeting, extracting actionable insights withou...

1. Learning curve for advanced automation features - optimal configuration may require experimentation and iteration. 2. Data accuracy varies by region - international markets may have less comprehensive or current contact information. 3. AI-generated content requires human review to ensure accuracy and brand voice consistency.

Clari was founded in 2013. The company has raised $496M total. This varies based on your specific requirements, industry, company size, and use case. For detailed information tailored to your situation, consult with the vendor or implementation partner who can provide guidance based on their experience with similar organizations. Most providers offer demos, trials, or consultations to help you evaluate fit before committing.

Clari uses a enterprise pricing model. This varies based on your specific requirements, industry, company size, and use case. For detailed information tailored to your situation, consult with the vendor or implementation partner who can provide guidance based on their experience with similar organizations. Most providers offer demos, trials, or consultations to help you evaluate fit before committing.

Common use cases for Clari include: AI revenue forecasting, Pipeline management. This functionality is designed to streamline workflows and improve efficiency. Features may include automation, analytics, reporting, and collaboration tools. Specific capabilities depend on the plan level and product version you choose. Advanced features may require add-ons or enterprise plans.

AI-powered conversation intelligence that automatically analyzes sales calls and emails to identify deal risks, next steps, and forecast accuracy in real-time. Clari's core differentiator is its ability to process and analyze sales conversations at scale using proprietary AI models trained on millions of B2B sales interactions. The platform automatically extracts deal insights from calls and emails without requiring any manual data entry from sales representatives, providing sales leaders with predictive signals about deal health that surface weeks before traditional indicators. According to Clari's published case studies, customers achieve 95%+ forecast accuracy compared to industry averages of 50-60%. This conversation intelligence capability is central to Clari's value proposition, with the platform processing over $4 trillion in managed pipeline annually across its customer base, demonstrating the scale and reliability of its AI-driven insights engine.

Clari serves various industries including: Technology & SaaS, Financial Services, Healthcare & Life Sciences, Manufacturing & Industrial, Professional Services. Clari serves as the revenue intelligence backbone for hundreds of technology and SaaS companies, from high-growth startups to established enterprise software vendors. The platform is particularly well-suited to the subscription-based revenue models common in SaaS, where accurate forecasting of new business, expansion, and renewal revenue is critical for financial planning and investor communications. Technology companies benefit from Clari's ability to handle complex deal structures including multi-year contracts, usage-based pricing, and land-and-expand motions. The platform's conversation intelligence capabilities help technology sales teams navigate technical evaluation processes, tracking proof-of-concept progress and technical stakeholder engagement.