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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Clari (legacy product)

    Score8.2 out of 10
    N/AClari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.N/A

    Close CRM

    Score8 out of 10
    N/AClose.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.

    $19

    per month includes 1 user

    Pricing
    Clari (legacy product)Close CRM
    Editions & Modules
    No answers on this topic
    Solo
    $9
    per month (paid annually) per user
    Essentials
    $35
    per month (paid annually) per user
    Growth
    $99
    per month (paid annually) per user
    Scale
    $139
    per month (paid annually) per user
    Offerings
    Pricing Offerings
    Clari (legacy product)Close CRM
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details—The pricing listed here reflects up to a 35% discount for paying annually. Monthly billing is available at of $19 per user for the Solo plan (only 1 user allowed), $49 per user for the Essentials plan, $109 per user for the Growth plan, and $149 per user for the Scale plan.
    More Pricing Information
    Community Pulse
    Clari (legacy product)Close CRM
    Considered Both Products
    Discontinued Products
    No answer on this topic
    Close
    No answer on this topic
    Key User Insights
    Would buy again
    92%
    Would buy again
    24 Answers
    No answers on this topic
    Delivers good value for the price
    90%
    Delivers good value for the price
    18 Answers
    No answers on this topic
    Happy with the feature set
    96%
    Happy with the feature set
    25 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    17 Answers
    No answers on this topic
    Implementation went as expected
    94%
    Implementation went as expected
    15 Answers
    No answers on this topic
    Features
    Clari (legacy product)Close CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    8.9
    8 Ratings
    13% above category average
    Customer data management / contact management00 Ratings8.08 Ratings
    Workflow management00 Ratings7.78 Ratings
    Territory management00 Ratings8.01 Ratings
    Opportunity management00 Ratings10.06 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings9.38 Ratings
    Contract management00 Ratings10.01 Ratings
    Interaction tracking00 Ratings8.38 Ratings
    Channel / partner relationship management00 Ratings9.73 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    8.5
    6 Ratings
    10% above category average
    Case management00 Ratings8.03 Ratings
    Call center management00 Ratings7.45 Ratings
    Help desk management00 Ratings10.02 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    9.0
    6 Ratings
    15% above category average
    Lead management00 Ratings8.76 Ratings
    Email marketing00 Ratings9.35 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    7.9
    6 Ratings
    3% above category average
    Task management00 Ratings8.35 Ratings
    Billing and invoicing management00 Ratings10.01 Ratings
    Reporting00 Ratings5.45 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    7.5
    6 Ratings
    2% below category average
    Forecasting00 Ratings10.01 Ratings
    Pipeline visualization00 Ratings8.06 Ratings
    Customizable reports00 Ratings4.44 Ratings
    Customization
    Comparison of Customization features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    8.6
    8 Ratings
    12% above category average
    Custom fields00 Ratings10.07 Ratings
    Custom objects00 Ratings10.02 Ratings
    Scripting environment00 Ratings8.03 Ratings
    API for custom integration00 Ratings6.47 Ratings
    Security
    Comparison of Security features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    8.0
    8 Ratings
    5% below category average
    Single sign-on capability00 Ratings8.03 Ratings
    Role-based user permissions00 Ratings8.06 Ratings
    Social CRM
    Comparison of Social CRM features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    10.0
    1 Ratings
    28% above category average
    Social data00 Ratings10.01 Ratings
    Social engagement00 Ratings10.01 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    6.4
    4 Ratings
    16% below category average
    Marketing automation00 Ratings6.44 Ratings
    Platform
    Comparison of Platform features of Clari (legacy product) and Close CRM
    Feature
    Clari (legacy product)
    -
    Ratings
    Close CRM
    10.0
    1 Ratings
    27% above category average
    Mobile access00 Ratings10.01 Ratings
    Best Alternatives
    Clari (legacy product)Close CRM
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    HubSpot Data Hub
    Score8.2 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    GTM Studio Powered by ZoomInfo
    Score8.1 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    GTM Studio Powered by ZoomInfo
    Score8.1 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Clari (legacy product)Close CRM
    Likelihood to Recommend
    8.5
    (38 ratings)
    9.3
    (8 ratings)
    Likelihood to Renew
    10.0
    (3 ratings)
    -
    (0 ratings)
    Usability
    8.2
    (16 ratings)
    8.7
    (3 ratings)
    Availability
    8.5
    (2 ratings)
    -
    (0 ratings)
    Performance
    9.0
    (2 ratings)
    -
    (0 ratings)
    Support Rating
    9.6
    (7 ratings)
    9.3
    (3 ratings)
    In-Person Training
    9.0
    (1 ratings)
    -
    (0 ratings)
    Online Training
    9.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.6
    (4 ratings)
    -
    (0 ratings)
    Configurability
    9.0
    (2 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    9.0
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    9.4
    (3 ratings)
    -
    (0 ratings)
    Data Sources
    9.2
    (3 ratings)
    -
    (0 ratings)
    Ease of integration
    8.5
    (2 ratings)
    -
    (0 ratings)
    Product Scalability
    9.5
    (2 ratings)
    -
    (0 ratings)
    Professional Services
    8.0
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.0
    (2 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.0
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Clari (legacy product)Close CRM
    Likelihood to Recommend
    Discontinued Products
    We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic. Anyone in a mature sales organization will find Clari highly effective at helping manage their funnel of opportunities and their business.
    Incentivized
    Read full review
    Close
    Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
    Incentivized
    Read full review
    Pros
    Discontinued Products
    • Creates call summary and add them in created tags to help us to targeted monitoring.
    • Help us create battlecards that agents can use on live calls.
    • Help us create library and playbook of good and bad calls for training.
    • Help us provide a call overview by team.
    Incentivized
    Read full review
    Close
    • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
    • Email sync. Syncs in real time with your email account, which is huge.
    • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
    Incentivized
    Read full review
    Cons
    Discontinued Products
    • Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
    • As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted
    Incentivized
    Read full review
    Close
    • Make it so one can set the time at which the emails go out.
    • Make it easier to set up my workflow.
    Incentivized
    Read full review
    Likelihood to Renew
    Discontinued Products
    I will renew my Clari Subscription for many reasons. 1. Streamlines Sales - Clari automates many manual tasks like note-taking and transcripts. This frees my sales team so they can focus on closing deals. 2. Increased customer retention - Clari helps me identify potential churn risks and take proactive measures. 3. AI-Driven Insights
    Incentivized
    Read full review
    Close
    No answers on this topic
    Usability
    Discontinued Products
    Clari's UI does not resonate with new users. The backend query updating takes quite long time to update. Lots of fixes are needed without answers or solutions offered by the Clari team. If set up correctly with clear recommendations from the Clari team, all the previous issues may be resolved, however the usability is tied closely to set up.
    Incentivized
    Read full review
    Close
    It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
    Incentivized
    Read full review
    Reliability and Availability
    Discontinued Products
    becasue end of year or around end of Q due to background changes my total number dissapear and make it hard in that week to see forecast numbers accurate
    Incentivized
    Read full review
    Close
    No answers on this topic
    Performance
    Discontinued Products
    It always performs well and make sure i am good at what i need to do
    Incentivized
    Read full review
    Close
    No answers on this topic
    Support Rating
    Discontinued Products
    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
    Incentivized
    Read full review
    Close
    I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
    Incentivized
    Read full review
    In-Person Training
    Discontinued Products
    We had one session of in-person training conducted in our office.
    Incentivized
    Read full review
    Close
    No answers on this topic
    Online Training
    Discontinued Products
    Clari has good training materials, videos, and documentation.
    Incentivized
    Read full review
    Close
    No answers on this topic
    Implementation Rating
    Discontinued Products
    No more the better there is a plan and technical support the business needs and functionalities can be created for the company to use it like that
    Incentivized
    Read full review
    Close
    No answers on this topic
    Alternatives Considered
    Discontinued Products
    At the time of selection, Clari was a more mature product than Xactly Forecasting. We did not want to experience growing pains with Xactly. Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.
    Incentivized
    Read full review
    Close
    Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
    Incentivized
    Read full review
    Scalability
    Discontinued Products
    Due to system error in metrics in SFDC sometimes i need to manually add numbers to my forecast that do not show up in clari
    Incentivized
    Read full review
    Close
    No answers on this topic
    Professional Services
    Discontinued Products
    I believe the services provided to our company were always good to help with installing and improving the product
    Incentivized
    Read full review
    Close
    No answers on this topic
    Return on Investment
    Discontinued Products
    • I no longer spend hours reconciling spreadsheets or guessing which opportunities are real - Clari shows me exactly where to focus to drive results.
    • I have consistently hit my quota the last 3 quarters thanks to Clari's precision and detailed insights.
    Incentivized
    Read full review
    Close
    • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
    Incentivized
    Read full review
    ScreenShots

    Close CRM Screenshots

    Screenshot of Close's Inbox, which keeps sales team's emails, calls, and follow-ups in one unified view, so nothing slips through the cracks and every lead gets the attention it deserves.Screenshot of Close's Sales Pipeline, which offers a visual overview of every deal in progress, so your team can track opportunities, forecast revenue, and stay focused on moving deals forward.Screenshot of Close's Predictive Dialer. This automatically connects sales reps to live answers back-to-back, eliminating manual dialing and maximizing talk time to reach more prospects in less time.Screenshot of Close's Lead Profiles, which gives team a complete, centralized view of every contact, communication, and activity.Screenshot of Close's Smart Views, which prioritize leads with dynamic, customizable filters that keep sales teams focused.Screenshot of Close's Workflows, which automate repetitive sales tasks and follow-up sequences.