How to Use Clari in 2026: Step-by-Step Guide
Clari is the AI-powered revenue platform used by enterprise sales organizations to call their forecast with confidence. It aggregates signals from CRM, email, call recordings, and calendar data to build an AI-driven view of pipeline health — showing which deals will close, which are at risk, and where revenue is leaking.
Clari is purpose-built for the revenue operations function — the team responsible for making sure a company's sales forecast is accurate and achievable. It's used by some of the largest enterprise sales organizations in the world (thousands of sales reps) to bring data discipline to a process that was previously dependent on spreadsheets and gut instinct.
The Core Problem Clari Solves
Sales forecasting is notoriously inaccurate. CRM data is stale, reps are optimistic, and managers don't have visibility into actual deal engagement. The result: missed quarters, surprised boards, and burned-out RevOps teams doing manual data wrangling.
Clari solves this by pulling signal from everywhere — not just what reps enter in the CRM.
Platform Capabilities
AI Forecasting Clari's machine learning models analyze thousands of data points per deal to predict close probability and projected revenue. Managers can call their forecast at the deal, rep, team, and company level with AI-generated confidence intervals. Historical accuracy typically exceeds human manager calls.
Pipeline Inspection The platform surfaces:
- Deals that haven't had meaningful activity in 14+ days
- Opportunities where the champion has gone silent
- Deals where the next step date has passed with no update
- CRM hygiene issues (missing close dates, incomplete stages)
Revenue Leak Detection Clari identifies patterns that correlate with lost deals — helping organizations understand where revenue is escaping their funnel and quantify the cost.
Rep Activity Analytics Aggregate and individual views of rep activity: meetings held, emails sent, calls made. Managers can see which reps are above or below activity benchmarks without micromanaging.
Automated CRM Capture Clari Capture automatically logs emails and meetings to Salesforce, eliminating manual data entry and ensuring CRM data is complete and current.
Who Uses Clari
Enterprise B2B companies with 50+ person sales teams. Particularly common in SaaS, financial services, and technology hardware. Customers include Okta, Workday, Adobe, and hundreds of others.
Pricing
Enterprise pricing, typically bundled as a RevOps platform. Requires Salesforce (or HubSpot) as CRM. Contact sales for pricing — public pricing is not available.
What You'll Need
- A Clari account (starting from Contact for pricing)
- A modern web browser or the Clari app
- Payment method for paid features
Getting Started
Create Your Account
Visit https://www.clari.com and sign up for a contact account. You'll need an email address to register.
Start Your First Conversation
Once logged in, you'll see the main chat interface. Type a question or task in the input box and press Enter. Clari supports revenue forecasting, pipeline health, deal risk signals, CRM activity capture — start with a simple text prompt to get familiar.
Pro Tips
- Be specific: The more context you provide, the better the response. Instead of "write an email," try "write a professional follow-up email to a client who hasn't responded in two weeks."
- Iterate: If you don't get what you need, ask for clarification or refinement: "Make it shorter" or "Use a more formal tone."
- Use examples: Show Clari what format you want by including an example in your prompt.
- Save useful conversations: Most platforms let you name and revisit conversations — organize by project or topic.
Common Use Cases
Finance & Business
AI assistants for financial planning, business strategy, market analysis, and accounting.
Browse Finance & Business chatbots →Troubleshooting
- Responses seem generic or unhelpful
- Add more context to your prompt. Specify the audience, tone, length, and format you need. Try starting over with a clearer description of your goal.
- The tool isn't responding or is slow
- AI chatbots can experience high traffic. Refresh the page and try again. Check the service's status page if issues persist.
- Output is too long or too short
- Explicitly specify the length: "in 100 words," "as a brief summary," or "in detail with examples."
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Frequently Asked Questions
- Is Clari free to use?
- Clari requires a paid subscription, starting from Contact for pricing.
- Do I need an account to use Clari?
- Yes, you need to create an account to use Clari.
- What can I use Clari for?
- Clari is the AI-powered revenue platform used by enterprise sales organizations to call their forecast with confidence. It aggregates signals from CRM, email, call recordings, and calendar data to build an AI-driven view of pipeline health — showing which deals will close, which are at risk, and where revenue is leaking.
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