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Clari

By Clari

IntermediatePlatform11.7K learners

Clari is a revenue operations and forecasting platform that uses AI to analyze CRM data, sales activity, and conversation signals to help revenue teams forecast pipeline and manage deal execution.

Definition

Clari is a revenue operations and forecasting platform that uses AI to analyze CRM data, sales activity, and conversation signals to help revenue teams forecast pipeline and manage deal execution.

Overview

Clari's core focus is revenue forecasting accuracy: it pulls data from a company's CRM (typically Salesforce), email, calendar, and conversation tools, then applies AI models to predict which deals are likely to close and to flag deals that are at risk based on activity patterns rather than a rep's self-reported confidence. On top of forecasting, Clari provides deal-execution workflows that prompt reps and managers to take action on stalled opportunities, and revenue-operations dashboards used by sales leadership to run pipeline and forecast reviews. It overlaps with conversation-intelligence tools like Gong and Chorus.ai — Clari has also expanded into call recording and coaching — but its historical center of gravity is forecasting and pipeline management rather than call analysis alone.

Key Features

  • AI-driven revenue forecasting based on CRM and activity data
  • Deal-risk flags derived from engagement and activity patterns
  • Pipeline inspection and deal-execution workflows for reps and managers
  • Revenue leadership dashboards for forecast and pipeline reviews
  • Activity capture that reduces manual CRM data entry
  • Integrations with major CRMs, email, and calendar systems

Use Cases

Sales forecasting for revenue and finance leadership
Pipeline review and deal inspection in weekly sales meetings
Identifying stalled or at-risk deals before they slip
Revenue operations reporting across the full sales funnel
Reducing manual CRM data entry through automated activity capture

Frequently Asked Questions