Likelihood to Recommend
Because Bigin by Zoho CRM focuses more on individualized customer interactions and join that result in relationship prospect growth and sales, it is a good fit for smaller companies of all stripes. It provides you with a taste of Zoho's mass CRM as well. The beginning of your CRM journey
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Clari works well for sales and executive leadership teams that perform at a high level and collaborate well together. Everyone utilizing Clari needs to understand that it will provide the company with the information it needs to make strategic business decisions. It can not be seen as a more sophisticated way to manage
information. If the company is truly dedicated to improving its forecasting capabilities, then Clari could be worth the investment. If it is just being used to capture sales leaders' forecasts, you don't need Clari. Overall, Clari is a great capability, but you need a good business case to justify the expense.
Read full review Pros Easy to use and operate as there are not "23 million" options, but still powerful. Integrates with other Zoho products like Zoho Social, Campaigns and Forms. Allows deals pipelines with fully customisable stages. Read full review Sales pipeline management: Clari provides real-time visibility into the sales pipeline, enabling sales teams to track the progress of deals and make informed decisions. Revenue forecasting: The platform integrates with existing sales and marketing tools, giving organizations a comprehensive view of their sales pipeline and enabling accurate revenue forecasting. Advanced analytics: Clari uses machine learning and advanced analytics to provide actionable insights into sales performance and help organizations make informed decisions about their sales strategy. Read full review Cons Making adjustments to some of the templates or template options are tough. The ability to reach customer service can be challenging at time as it is mostly international support. Read full review Forecast screen could be easier to interact with. I believe UI's that make users scroll horizontally lead to confuse and missed content since we rarely scroll horizontally on the internet. It's not as natural Enablement; I am confident my team is underutilizing Clari and that there are many more features that we should take advantage of. For example, the Dashboard screen looks good but in our company, our practice is to use the forecast and opportunity tabs instead. Reps and managers could benefit from a 30 min or 1-hour training session quarterly I like the opportunity score tracker but it would be great to know more of what comprises the score instead of feeling that it is just an AI. Perhaps giving the user more opportunity to validate or put their own spin to the score Read full review Usability
A solid 8 from my perspective, a tool all small businesses should try out before venturing into the world of larger CRM solutions as this gives you the best entry point into the CRM solution world with ideas about all the modules that are required the most. It can be made a bit more intermediate user friendly by adding a bit more mass approach style features
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Clari is very good when it comes to usability as I'm accessing it on daily basis as long as I'm on my Notebook, it helps a lot having visibility on my business status and progress on achievement. I can estimate my weekly, monthly, and yearly opportunities closure and revenue. I have some saved views which are so useful to get what I want to see.
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Support team is much knowledgeable and was user friendly. Every querry put before them was resolved in the required time frame.
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Clari is very willing to jump in and build out use cases. They will work to do anything for you. That said, their follow up is not great. We have had to reach out for follow up several times on a project, which is still not complete. I wish they taught us how to complete what we want, rather than doing it in house for us
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The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
Read full review Alternatives Considered
Bigin by Zoho CRM captures opportunities, and gives the company ways to tap and work towards making them more effective. Also, Bigin integrates/connect with the customers emails, making it friendly or simple to communicate with them immediately. Bigin introduced the single sign on procedure, which boosts the security of the entire system and ensure no attacks in any form.
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Clari was selected due to the flawless integration with
, updates are made in real time. Being able to monitor everything at a scalable level has also been critical for our team. For example, we have different views established that show the rep level, manager level, director, customer segment. This eliminates unnecessary forecast/pipeline meetings
Read full review Return on Investment The lead conversion right from prospects to revenue generation has increased in our organization. Previously the conversion rate was around 40%, now the efficiency has increased. Read full review We have significantly decreased the number of overdue deals in our funnel. We stay on top of deals within the pipeline much better now, since there is more transparency and accountability. This has sped up our sales cycle and our funnel is much more clean. Read full review ScreenShots Bigin by Zoho CRM Screenshots