What users are saying about
69 Ratings
Top Rated
40 Ratings
69 Ratings
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Score 8.5 out of 100
Top Rated
40 Ratings
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Score 9.3 out of 100

Feature Set Ratings

    Sales Force Automation

    Clari

    Feature Set Not Supported
    N/A
    9.2

    Salesmate

    92%
    Salesmate ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    9.4
    94%
    35 Ratings

    Workflow management

    N/A
    0 Ratings
    9.1
    91%
    35 Ratings

    Territory management

    N/A
    0 Ratings
    9.0
    90%
    9 Ratings

    Opportunity management

    N/A
    0 Ratings
    9.5
    95%
    31 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    N/A
    0 Ratings
    9.3
    93%
    36 Ratings

    Contract management

    N/A
    0 Ratings
    9.6
    96%
    21 Ratings

    Quote & order management

    N/A
    0 Ratings
    8.6
    86%
    19 Ratings

    Interaction tracking

    N/A
    0 Ratings
    9.3
    93%
    31 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    9.1
    91%
    22 Ratings

    Customer Service & Support

    Clari

    Feature Set Not Supported
    N/A
    9.5

    Salesmate

    95%
    Salesmate ranks higher in 2/2 features

    Case management

    N/A
    0 Ratings
    9.5
    95%
    11 Ratings

    Call center management

    N/A
    0 Ratings
    9.5
    95%
    10 Ratings

    Marketing Automation

    Clari

    Feature Set Not Supported
    N/A
    9.2

    Salesmate

    92%
    Salesmate ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    9.0
    90%
    34 Ratings

    Email marketing

    N/A
    0 Ratings
    9.4
    94%
    33 Ratings

    CRM Project Management

    Clari

    Feature Set Not Supported
    N/A
    9.3

    Salesmate

    93%
    Salesmate ranks higher in 2/2 features

    Task management

    N/A
    0 Ratings
    9.4
    94%
    33 Ratings

    Reporting

    N/A
    0 Ratings
    9.2
    92%
    29 Ratings

    CRM Reporting & Analytics

    Clari

    Feature Set Not Supported
    N/A
    9.2

    Salesmate

    92%
    Salesmate ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    9.1
    91%
    24 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    9.1
    91%
    34 Ratings

    Customizable reports

    N/A
    0 Ratings
    9.4
    94%
    29 Ratings

    Customization

    Clari

    Feature Set Not Supported
    N/A
    9.5

    Salesmate

    95%
    Salesmate ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    9.5
    95%
    35 Ratings

    Custom objects

    N/A
    0 Ratings
    9.6
    96%
    24 Ratings

    Scripting environment

    N/A
    0 Ratings
    9.4
    94%
    15 Ratings

    API for custom integration

    N/A
    0 Ratings
    9.4
    94%
    21 Ratings

    Security

    Clari

    Feature Set Not Supported
    N/A
    9.5

    Salesmate

    95%
    Salesmate ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    9.5
    95%
    27 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    9.6
    96%
    31 Ratings

    Integrations with 3rd-party Software

    Clari

    Feature Set Not Supported
    N/A
    8.7

    Salesmate

    87%
    Salesmate ranks higher in 1/1 features

    Marketing automation

    N/A
    0 Ratings
    8.7
    87%
    28 Ratings

    Platform

    Clari

    Feature Set Not Supported
    N/A
    9.4

    Salesmate

    94%
    Salesmate ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    9.4
    94%
    33 Ratings

    Attribute Ratings

    • Salesmate is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    8.5

    Clari

    85%
    17 Ratings
    9.3

    Salesmate

    93%
    36 Ratings

    Likelihood to Renew

    Clari

    N/A
    0 Ratings
    9.1

    Salesmate

    91%
    2 Ratings

    Usability

    9.3

    Clari

    93%
    4 Ratings
    9.6

    Salesmate

    96%
    35 Ratings

    Support Rating

    9.0

    Clari

    90%
    5 Ratings
    9.7

    Salesmate

    97%
    35 Ratings

    Implementation Rating

    Clari

    N/A
    0 Ratings
    9.1

    Salesmate

    91%
    1 Rating

    Likelihood to Recommend

    Clari

    Clari is perfect for a sales team collaborating to forecast and estimate the opportunities and overall business status, it's working in a hierarchy scheme that reflects each team member's forecast into their team leader's big forecast number in an automated and easy process. It also can define a periodic date to update the forecast among the team so the forecasting to top management is automated as well.
    Read full review

    RapidOps, Inc.

    Salesmate is an excellent choice for small and medium businesses looking for an incredibly powerful CRM platform. The only use case where it may not be best suited is for larger companies or enterprise applications. For those unique cases that need robust custom-built solutions, Salesforce may be a better fit. However, for most companies, this platform features incredible capabilities.
    Read full review

    Pros

    Clari

    • Allows for more efficient funnel management - quick ability to update sales funnels in real time.
    • Provides transparency for leadership to see what is happening with the deals in real time.
    • Able to see the whole story within the sales cycle for upper management down to rep level, as well as those not within sales, to get an understanding of the state of the business.
    Read full review

    RapidOps, Inc.

    • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
    • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
    • Integration with other apps is good; I use QuickBooks and DocuSign.
    • Customer service is very good.
    Read full review

    Cons

    Clari

    • I still find myself having to update apps in Salesforce as well as Clari when it's supposed to eliminate the need for duplicative forecasting tools.
    • Reps don't have access to company-wide or even team reporting. Would be really helpful to see how other reps are doing and what deals they have
    Read full review

    RapidOps, Inc.

    • The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
    • The dashboard button is pointless if it still makes you choose between legacy or classic.
    Read full review

    Pricing Details

    Clari

    Starting Price

    Editions & Modules

    Clari editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Salesmate

      Starting Price

      $0

      Editions & Modules

      Salesmate editions and modules pricing
      EditionModules
      Starter151
      Growth302
      Boost503
      EnterpriseCustom4

      Footnotes

      1. per user monthly (20% off for annual subscriptions)
      2. per user monthly (20% off for annual subscriptions)
      3. per user monthly (20% off for annual subscriptions)
      4. none

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Optional

      Additional Details

      We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits

      Likelihood to Renew

      Clari

      No answers on this topic

      RapidOps, Inc.

      Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
      Read full review

      Usability

      Clari

      it is a very easy tool to use. It easily integrates with SFDC and is easy to learn how to use. Clari is a recommendation with any organization concerned with learning new tools because it is so simple to master. I would say it has a strong usability score for all level of users
      Read full review

      RapidOps, Inc.

      Really solid UX both for sales representatives, and management. Very intuitive and easy to get used to. Our sales reps have had a bit of a learning curve with this, but that's also due to the level of customization we implemented specific to our business. Once trained, the system will allow you to track pretty much anything natively...from calls, to times on calls, appointments, agreements...you name it, it can be tracked if setup correctly. As the implementor of the software, the support team have been invaluable in their assistance and are never too far away
      Read full review

      Support Rating

      Clari

      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
      Read full review

      RapidOps, Inc.

      This is where Salesmate, in my opinion, is most lacking. With other CRMs, I have been able to chat directly to the tech team, but with Salesmate it appears you have to go through customer service first, which honestly doesn't cut it. In fairness, Salesmate's online guides are very helpful and are usually sufficient to help you get the simple things done. However, as soon as you have a question of any complexity, getting customer service to understand the issue and help out has been like pulling teeth. I have experienced this half a dozen times. One example of this was when trying to migrate from our previous CRM. I had an issue migrating custom fields and notes from our old CRM. Only by the third support agent was I advised that what I was trying to do was not possible. Even then, the solution provided was initially incorrect, and even when I found the solution, it effectively meant me having to import our database 10 times (as each import could only take 1 note at a time). In the end, I had to manually import our database around 30 times before getting it right, costing our company many hours of lost time. We have now saved far more time than this using Salesmate, but that was one frustrating day! Overall I would advise using Salesmate only if you have a fairly simple CRM use case, or you are technologically capable to ride through the issues when trying to do something complex.
      Read full review

      Implementation Rating

      Clari

      No answers on this topic

      RapidOps, Inc.

      No - All very straightforward and simple.
      Read full review

      Alternatives Considered

      Clari

      Even if I don’t have some experience with Datahug, this platform doesn’t have an excellent end-user experience as Clari. Also, Clari has simple integration with Sales Apps, mobile application and notifications work very well, and is faster than Datahug. Reports are more straightforward, and you have with Clari an easy way for customization.
      Read full review

      RapidOps, Inc.

      Every call, chat and email creates a support ticket which is usually 24-48 hours for a response. I accomplished more with Salesmate support than I did with a month of the entire Fresh Works Suite. Also - all components are separate with Freshworks i.e. contacts to not sync between fresh caller, fresh desk, fresh sales and fresh everything. I could go on and on, but I have also tried Salesforce, Pipedrive, Zoho and many others.
      Sales.mate is the BEST, I love them! Seriously.
      Read full review

      Return on Investment

      Clari

      • Has made it easier to keep track of ops. Our company has many open ops that sit and get drawn out. This makes it easy to forget about things and not update. Clari has helped us keep things on track and follow up on more closings that would have been left out.
      • With a small sales team, the cost isn't much of an issue as the deals won from the tool means the ROI is there quickly. With large teams though, I could see that being an issue when compared to just Salesforce licenses
      Read full review

      RapidOps, Inc.

      • It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
      • It does a whole load of outreach for me. It's seamless.
      • I get a lot more responses from people in my pipeline - especially using SMS to follow up.
      Read full review

      Screenshots

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