Best Sales Interaction platform available in the market
We use Wingman to record calls and view the recordings seamlessly of the entire sales interaction, later on, the insights that are given …
Starting at $60 per month per rep
View PricingOverview
What is Clari Copilot?
Clari Copilot helps revenue teams win revenue-critical moments. Clari Copilot’s conversation intelligence platform gives reps and managers tools to compete, spot revenue leak, and close deals. It offers:Real-time battlecards and monologue alerts, so reps can navigate objections with ease and…
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Reviewer Pros & Cons
Pricing
Growth
$720
Cloud
per year per rep
Accelerator
$1,080
Cloud
per year per rep
Enterprise
$1,320
Cloud
per year per rep
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.trywingman.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $60 per month per rep
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Clari Copilot?
Clari Copilot helps revenue teams win revenue-critical moments.
Clari Copilot’s conversation intelligence platform gives reps and managers tools to compete, spot revenue leak, and close deals. It offers:
Real-time battlecards and monologue alerts, so reps can navigate objections with ease and learn from winning behavior. And managers can track rep performance without 100s of hours of call shadowing.
Deal-changing insights like potential blockers, competitor mentions, and next steps, without having to listen to call recordings and keep track of multiple dashboards to know where a deal is in the sales process.
A RevGPT feature that automates busywork, with formatted call summaries, next steps, and suggested actions, in Slack. The feature can also be used to transform lengthy enablement material into concise battlecards.
Clari Copilot is SOC 2 Type 2 certified and GDPR ready, so it can operate with enterprise grade security. Users can manage their org with role-based access, single sign on, and active recording consent.
Clari Copilot integrates with dialers (e.g., Outreach, Aircall, HubSpot, RingCentral), video conferencing tools (e.g., Zoom, Google Meet, GoToMeeting) and CRMs (e.g., SalesForce, PipeDrive, HubSpot) to bring all the intelligence together.
Clari Copilot Features
- Supported: Real time battle cards
- Supported: call recording, Game tapes and call library
- Supported: Deal central
Clari Copilot Screenshots
Clari Copilot Video
Stories from customers
Clari Copilot Integrations
Clari Copilot Competitors
Clari Copilot Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | Apple iOS, Android |
| Supported Languages | English |
Frequently Asked Questions
Clari Copilot starts at $60.
The most common users of Clari Copilot are from Mid-sized Companies (51-1,000 employees).
Comparisons
Compare with
Reviews and Ratings
(115)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Clari Copilot has proven to be an essential tool for a variety of use cases across sales and customer-facing organizations. Users have found that the call recording feature, Wingman, is particularly valuable for training purposes and creating sales playbooks. By recording calls and easily sharing the recordings with clients, users can improve their sales conversations and gather valuable intelligence. The call transcripts generated by Clari Copilot are useful for sales pipeline calls with the leadership team and can even be used to create minutes of meetings.
Sales representatives find that using Clari Copilot allows them to fully engage with prospects during calls, eliminating the need to take notes. The call recording feature ensures that all information shared by clients is captured, eliminating the need for follow-up requests. Sales managers leverage Clari Copilot to listen to and filter calls by keywords, enabling them to track objections and identify areas for improvement. The ability to cut and upload specific parts of calls for training purposes has been instrumental in improving the performance of existing team members and facilitating the onboarding of new hires.
Customer success managers also benefit from using Clari Copilot to record client meetings, review calls, and share feedback. The user-friendly dashboard simplifies call analysis, tagging sections, and searching for specific keywords. Integration with Slack automates the process of sending call minutes to users. In addition, Clari Copilot is highly recommended for monitoring calls or demos within sales or customer-facing organizations. It saves time for customer success managers and enhances productivity on calls.
Overall, Clari Copilot offers a range of features that enhance efficiency and scalability in sales and customer-facing teams. It provides valuable insights through call recording, real-time coaching, and sales performance analysis. Users rely on it for training, coaching, reviewing calls, and identifying areas for improvement. The transcription capabilities help with notetaking and transcribing external calls, while the ability to read call transcripts is useful in situations where listening to the call is not possible. With its affordable pricing, Clari Copilot offers functionality similar to more expensive options, making it a valuable tool for small businesses and startups.
Intuitive User Interface: Several users have found Clari Copilot's user interface to be intuitive and easy to navigate. They appreciate the clear and intuitive design, which allows them to quickly find and access the features they need. This intuitive interface has made it easy for users to perform tasks efficiently.
Call Recording and Transcripts: Many reviewers have praised Clari Copilot's call recording feature. They find it helpful for various purposes such as training sales reps, ramping up new team members, and evaluating team performance. The ability to record calls and provide transcripts of conversations is particularly valuable, as it allows users to review and analyze the content for future references.
Keyword Filtering: A number of users appreciate the ability to filter calls by keywords in Clari Copilot. This feature saves them time as they don't have to listen to entire calls. They can easily find specific parts of the call that are relevant to their needs. Users feel that this feature improves their productivity and makes it easier to find important information.
Missing or Bouncing Calls: Some users have reported experiencing issues with the software missing or bouncing off calls, especially when a prospect joins late.
User Interface Usability: Several reviewers have criticized the user interface of Clari Copilot, stating that it lacks fluidity and navigation. They suggest improving usability by shifting from icons to text and icons.
Unreliable Call Transcripts: A number of users have expressed dissatisfaction with the accuracy of call transcripts provided by the software. They mentioned that the transcripts are sometimes unreliable and inaccurate, particularly in picking up words or accents.
Users commonly recommend Wingman for its effectiveness in tracking sales processes, coaching new reps, and providing additional information to the team. They appreciate the excellent customer service provided by Wingman, ensuring optimal utilization of the solution. Many users also highly recommend Wingman as a valuable tool for training Go-To-Market (GTM) teams. These recommendations emphasize the strengths of Wingman and highlight its potential benefits for organizations with larger sales teams conducting business primarily through video or phone calls.
Attribute Ratings
Reviews
(1-25 of 82)Companies can't remove reviews or game the system. Here's why
September 27, 2023
Best Sales Interaction platform available in the market
We use Wingman to record calls and view the recordings seamlessly of the entire sales interaction, later on, the insights that are given throughout the journey of the entire sales call are valuable. We can view the recordings on the go whenever we like to check if we are missing out on any important detail. The amazing part is, if for some reason you cannot listen to the call, you have an option to read it as well and make your observations.
- Call to text.
- AI driven Insights throughout the entire sales interaction process.
- Coaching/feedback.
- Comment any observation you have to make.
- None at the moment.
January 26, 2023
Best tool for call recording and analysis in the market !
Since I am a Customer Success Manager, all my client meetings are recorded on Wingman. It helps the management review my calls and share feedback. Apart from this, it helps me analyze my meetings at a later point in time, clip the required meeting sections, share these recordings with the internal terms for collaboration or even share the Wingman recording with my clients if they are in need of the call recording. The dashboard is very simple to use and makes our life easier. We are easily able to analyze the call in detail, tag the required sections, and search and check specific keywords from the transcripts. It saves a lot of time for me and all the CSMs and makes us more productive on the calls as well.
- Records the meetings with transcripts
- The recordings are shareable both internally and externally
- Easy to clip recordings and search for required keywords from the transcripts
- Add the required comments to the recordings for future reference
- The voice to text conversion can be more accurate
- A feature to skip areas wherein there has been no conversation between the parties
- AI based tags for the tone of the conversation in the meeting
January 26, 2023
Great for Customer Success
Wingman helps me ensure I don't miss product requests and follow up items for my customers, helps to ensure what was said by the customer is clearly conveyed back to product and engineering and as a learning platform.
- Call recordings
- Snippets
- Transcript
- Viewing recording can be fuzzy
- Searching calls doesn't always show all results
- Cleaner UI
January 26, 2023
Great speed, bad transcription!
Wingman is used as our call recording software. It joins our Zoom calls and then records to the cloud and we can watch back the recordings later to critique ourselves as well as take notes.
- Video recording quality
- Speed to upload
- Recognize users
- Transcription is pretty poor quality
- Sometimes joins calls late
- Sales insights aren't always relevant
January 25, 2023
Wingman - One of the best Sales intelligence softwares I've used
We use Wingman to record all our customer/prospect calls. This helped us to create the sales playbook for ramping new hires. We leverage the call transcripts to create minutes of meeting which is very useful for our sales pipeline calls with the leadership team. The scope also included using the call recording to train sales reps
- Call recording
- Training Sales reps
- Ramping new sales reps
- Call transcripts
- User Interface could be more fluid
- Cue card functionality is hard to use
- Call transcripts are notoriously unreliable at times
January 23, 2023
True to its name - Wingman
It helps us track customer calls and share the recording with them when needed. I like the recording and transcription part, where it automatically records the calls and generates transcripts so we can go over them later, which is really helpful. It integrates with other apps such as Slack, HubSpot, etc.
- Recording Calls on different Platforms
- Generating transcription of a call and search capability
- Trim and Share feature
- Recording the entire call the moment a call is started
- Transcription accuracy
- Trim and share
We use Wingman to record our sales calls as well as some of our internal meetings. This helps us with any reviews that need to be done on sales deals to validate claims made by either the client or the sales representative. We also use the reviews for training purposes.
- We are able to download transcripts of the calls.
- We can review the entire call.
- We can even only take snippets of the calls as needed for training.
- The ability to set up if a team member can download calls even if they are not Admin.
I use Wingman in our org to review the call and analyse it. They are mostly sales calls which I refer to. My role is of solutions engineer and referring to the discovery calls are really helpful for me to design the solution for the clients.
There are some features like battle cards which can help sales team with their talk track during the call.
There are some features like battle cards which can help sales team with their talk track during the call.
- Call Analysis
- Battle card
- Transcription of calls
- Improvement in how it can work well with MS teams
January 23, 2023
Wingman is a true wingman
I use Wingman daily on my sales call to monitor my performance and take notes. Excellent tool. Highly recommend
- The system automatically transcripts my sales calls. The accuracy of this is very high and makes reviewing my call now it’s so much easier.
- Wingman is able to highlight keywords, identify questions, and keep track of who is speaking and win.
- Sometimes the Wingman is late to the call by a few minutes. No worries.
January 23, 2023
Best Recording Tool
It records the call and sends me automated minutes of the call on slack, so integration and recording are great!!!
We do daily client onboarding and consulting calls so it needs to be recorded and Wingman helps us with that, you can also trim the recording before sending it for your engineering team and attach on tickets
We do daily client onboarding and consulting calls so it needs to be recorded and Wingman helps us with that, you can also trim the recording before sending it for your engineering team and attach on tickets
- Integration
- Snippets
- Recording
- Video lagging
- Ease of Use
- Expensive
January 23, 2023
Wingman - An essential tool for sales.
We use Wingman to store and record our calls. It helps us to further keep a tab on the calls we make so we can efficiently analyze it later on.
- record
- store and filter calls
- easy to analyse each call with speech to text conversion
- dashboard could have more features
January 23, 2023
Good experience so far!
call tracking, meeting notes, coaching, understanding next steps all are great with Wingman!
- coaching
- grading
- tracking
- notification emails
- get rid of the note taker
January 23, 2023
The best you need for Sales rep training
It helps my team review and hear calls for future references. Working in the US market from India, it sometimes becomes tough to understand the customer. Wingman and its transcription is easy to use and can save up a lot of time and effort
- Transcription
- Call recording for future references
- You can search fro specific words pressing CTRL+F and can see where all that word came up in the conversation
- Nothing as such
- it is fast reliable and efficient
January 23, 2023
Great for internal and external use!
We use Wingman for all sales and customer calls - it is a great way to be able to look back at what we talked about without having to focus on taking notes while on the call.
- Helps with onboarding by allowing new employees to listen to the best calls
- Helps with a long sales cycle
- Helps with customer calls around issues or bugs
- Haven't had any issues!
December 11, 2022
Wingman review
We used to invite Wingman to all calls within the company. - For internal calls, it was a good addition to training sessions so that people could refer back to the training in the future - For client calls, wingman was quite useful as we could rewatch the video and understand more details about client needs, our performance as Sales reps, and be able to share the video with coworkers/managers.
- Join the call easily
- Playback available any time
- Easy to navigate website and tool
- Speech to text transcript was not accurate
- Sometimes recording was unavailable or took a long time to become available
- At times the playback audio quality was really bad, and almost useless
We use it to record sales calls. Automate note taking, and as needed, use it for documentation to share with other team members of what we are hearing from customers in the front lines. We also use it for rep coaching and to show best practices to other teams within sales and beyond.
- Call recording automated super seamless
- Integration with other CRMs and calendaring solution
- Audio to text functionality is great
- responsive support
- The AI functionality can be done better
- Automating the note taking to fields in Salesforce
- AI that converts voice to text could be improved
December 08, 2022
Insights and notes with Wingman
Score 7 out of 10
Vetted Review
Verified User
We use Wingman at company level also and for my personal use also. Most of our team is working remotely and we do have lots of important meetings with client and internally also. Its very hard to keep track of everything and create notes so we do needed a solution around that which can take notes also do some intelligence on that for feedback.
- Recording the meetings.
- Intelligently taking notes and giving feedback.
- Reports to see transcripts and recordings to here
- Transcript conversions.
- Intelligence in binding the sentences as said.
- Avoiding language barrier when people mix different languages.
December 07, 2022
Great for small virtual-meeting companies
We needed to monitor sales and support activity, as well as enable keyword harvesting and playbook analysis of our staff. We applied Wingman to marketing, sales, and support staff. My use case extends from account management, through coaching, all the way to using recordings/transcriptions to combat credit card disputes.
- Transcription of calls and virtual meetings
- Keyword search on transcriptions
- Speaker detection/attribution for proper review
- Creating playbooks from excellent calls
- There are no user management APIs
- There is no SCIM2.0 user management
- Uploading audio via an api call is quite difficult to set up
- The “note taker” bot sometimes doesn’t attend scheduled meetings
December 06, 2022
Incredible product for call recording!!!
I find it super easy and especially we need less training to use the product. The best part is you get to listen to your call again and jot down the points which I may have missed. I can also go through the customer training and demos.
- To record calls.
- Record the accent accurately.
- Easy to use.
- I would love it if we could skip recording for a few calls. Few customers don't like to get recorded.
- Customizable reporting in the app.
- No option to manually add calls to a folder.
December 03, 2022
Excellent tool for improving sales conversations.
We had tried Wingman in our company within the sales team and the demand/lead generation team. This tool was particularly useful as it had battle cards and the ability to bookmark specific moments within a conversation with prospective customers. This tool helped my team to get better as interactions can be reviewed by peers without having to join live.
- Bookmarking specific moments of a conversation.
- Offline review of conversations.
- Connectivity with Zoom.
- Slightly harder to remove Wingman from a conversation where a customer doesn't want to be recorded.
November 23, 2022
Excellent for Sales Development Teams!
Score 10 out of 10
Vetted Review
Verified User
We use Wingman to record our sales calls, analyze sales to customer engagement and create actionable items that deliver a higher sales volume. There is no more trying to say the right thing when we can automatically present the right words to the salesperson. This data is then funneled to our outside sales team to verify engagement and make sure we are providing the best value, but also customer service that we can.
- Wingman offers real-time coaching about what the customer is saying and what you SHOULD be saying to close more deals.
- Wingman allows us the ability to collaborate through a number of integrations.
- We can do Call Playback to analyze calls, and provide better training.
- I think that a benefit would be to integrate with some ERPs to provide real-time customer quotes, sales, and revenue details.
November 23, 2022
Wingman: Everything you need
It addresses all business issues with keeping track of your meetings. Records them, transcribes them, and even has additional features like tone, etc. Also, can send the customers a link very easy if they would like to review the meeting as well.
- transcribe the call accurately
- easily find the link
- ability to re-watch the videos with ease
- sometimes the zoom link in my gmail calendar invites is messed up?
October 28, 2022
Best Call Recording tool ever!
Recording, Transcription, and Creating reference notes is very easy. <br>The bookmarking feature to bookmark an important point in the meeting also comes in handy. <br>You can create game tapes for future references of calls and training purposes. <br>Battle cards comes in handy for the sales team.
- Recording & Transcription
- Bookmarks
- Battlercards
- Highlights of the meeting
- support for transcription of multiple languages
- Make it easy to join any current meeting
- Limitation on the workspace domain to listen to the calls that are shared
October 23, 2022
Wingman helps your sales team fly!
I work in Sales, and it's part of my role to undertake a high volume of calls. Wingman enables me to be fully involved with my prospect for the duration of the call; I don't have to worry about taking notes as Wingman does that for me; also, if the client shares anything during the call, I don't need to ask for them to follow up and provide the information as it's all in the recording.
- The transcript.
- The screen recording.
- letting me know if I've talked to much on a call.
- Not to be so prominent on the actual call, a small logo would be fine.
- Have the ability to change the man, some clients laugh at something called Wingman.
- Easier to export screen grabs.
October 21, 2022
Wingman lives up to their promises
I use wingman to go back to conversations I have with customers and look at their requests.
- Record meetings
- Convert Audio into text
- Crop meetings
- Finding meetings
- Search Function