| Platform shape | Native CRM with Marketing, Projects, Messaging, Docs, Products and Quoting, and Flows on the same per-seat subscription. | Forecasting and revenue intelligence overlay that requires an underlying CRM (Salesforce in nearly every deployment) and separate marketing, project, and messaging tools. |
| Forecasting | Weighted forecasting with categories (Commit, Best Case, Pipeline, Omitted), rep-level commits, manager roll-ups, submit-and-lock cadence, historical accuracy tracking, AI risk signals. | Deepest forecast surface on the market. Rollups by hierarchy, forecast categories with transition rules, scenario modeling, submission history, side-by-side change analysis, multi-fiscal-year accuracy views. |
| Pipeline inspection | Deal-level risk signals, engagement scores, slip-stage anomalies, overdue next-step flags, and quote-stage signals with AI-generated plain-language explanations. | Deeper deal-level signal extraction with activity signals, engagement scoring, and velocity anomalies. Mature pipeline inspection surface tuned for RevOps weekly deal reviews. |
| Conversation intelligence | Call recording, transcription, summary, next-step suggestions, and risk signals powered by Strkr AI across the full data model. | Rhythm (formerly Wingman) ships deeper coaching workflows: talk-ratio benchmarks, moment sharing, topic trend analysis, and deal-stage signal extraction from language patterns. |
| Marketing automation | Native inbound nurture, lead scoring, UTM capture, campaign enrollment, email broadcasts, attribution against won revenue in the same database. | Not included. Customers pair Clari with a marketing cloud product and run attribution across the vendor boundary. |
| Projects and delivery module | Full Projects module with epics, sprints, backlog, roadmap, releases, goals, custom issue types, per-project workflow automations. | Not included. Teams integrate Jira, Asana, or Monday. |
| Native SMS and MMS | Included on every paid tier. Native two-way SMS and MMS, A2P 10DLC registration flow, consent capture, STOP handling. BYO Twilio supported. | Not included. Teams add a separate messaging vendor and run compliance outside the forecast and CRM surfaces. |
| Workflow automation | Visual Flows builder with 55 plus triggers and actions across every module, atomic state transitions, dry-run mode, failure replay, approval blocks, A/B tests. | Alerts and task generation inside Pipeline Inspection and Rhythm. General-purpose workflow automation lives in Salesforce (Flow Builder) or a third-party automation tool. |
| Admin surface | One tenant, one admin console, one audit trail across CRM, Marketing, Projects, Messaging, Docs, Products, and Flows. | Two admin consoles minimum (Salesforce plus Clari), with RevDB bridging schema. Marketing, project, and messaging admin surfaces live in additional vendor tools. |
| Pricing basis | Single flat per-seat line published on the pricing page covering every module. No overlay math, no stack math. | Per-seat Clari pricing on top of Salesforce per-seat pricing, with modular add-ons for Rhythm, Groove sales engagement, Align deal rooms, and Capture activity capture. Enterprise contracts quoted individually. |
| Target buyer | Mid-market revenue teams (ten to two hundred seats) consolidating off a multi-vendor stack onto a single revenue platform. | Enterprise revenue orgs (hundreds to thousands of reps) with Salesforce as system of record and a dedicated RevOps function running the forecast methodology. |