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
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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…
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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
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- 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
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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).
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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!
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- 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
(1-21 of 21)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 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
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 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.
October 14, 2022
More than "Just a Call Recording Software"
Wingman is used by our Global Sales Team for tracking and monitoring internal and external meetings. The New Business sales team is the primary user group for Wingman, followed by CSM and Existing Business teams as well. Not only can we go back to our calls and understand them better, but we can also use the recorded calls as training material for new joiners and for continuous learning and development. Additionally, many-a-time prospects want us to share a recording of a call or a demo with them, so Wingman makes life easy in that aspect as well. Another use-case is to scorecard our sales calls as well.
- Wingman's Transcript Search is a super useful and powerful functionality. Lets you search for competitor names, specific keywords, prospect's challenges, etc.
- Being a global sales organization, cross-geography learning has become easier through Wingman. GameTapes is useful in building a self-created content library.
- Wingman Bot automatically jumps on every single call which is kept with anyone outside the organization. No hassle of explicitly recording the call every time.
- Call Summary creation through AI is still not possible through Wingman. It's in their product roadmap though.
- Mobile App is recently launched and has a few UI bugs which can be fixed.
- Dashboard is not very rich in terms of reporting and analytics.
October 12, 2022
The best value for money call recording tool that's out there!!
We use it to record calls for training purposes and also pass on the recording to some clients who ask for it so that they can pass it on to their team who can view them at ease. Also, the intelligence gathered from it comes in quite handy. It is a very essential tool in case you want to track daily sales activity and also comes at a reasonable cost too.
- Record calls.
- Gets you snippet of specific parts of the call you want for various purposes.
- Provides transcript of conversation.
- Gives a good idea of talk-listen ratio.
- Sometimes it misses entering the call which can be fixed.
- If the prospect is late in joining, it often bounces off the call.
- This new meeting consent thing which replaces meets invite to join is definitely a huge turn-off.
October 12, 2022
High quality call recording for a great price
Wingman is used at our organization to record customer and prospect-facing calls. It's been incredibly helpful to review discussions and decisions with key stakeholders. It has also been very useful in training new employees, supplementing other training methods, such as meetings, documentation, and live calls. Wingman's features make it really useful to connect with other team members in our organization to tag in a comment or snippet where relevant, share sections of the calls for efficiency, and scale with observer view, which allows you to add additional employees to view calls without paying for additional licenses.
- Converting the call into an easy-to-follow written transcript very quickly
- Sharing snippets of calls into quick links or commenting when someone is already a user
- Providing direct insight into customer and prospect-facing feedback
- Making it very easy to understand where new employees are in their training progress
- Following threads in the comments more easily on a video page
<b><u>Wingman is a life saver for Sales and Sales Operations</u></b><br><br>The SDR/AE function within my team works smoothly, all thanks to Wingman. The tool helps you vet the important points discussed on calls with prospects & customers during the entire lifecycle. The ai-driven insights allow you to see what was discussed at certain points of a call without taking the time to actually watch the recording.
- The dashboard and the reporting panel is an easy sail for everyone from day 1.
- The extension that just needs a click to record all my CRM calls
- I think audio to text translation can make life even easier for me.
July 22, 2022
Perfect tool for customer call recording
As a product manager, my role involves constantly interacting with customers to understand product needs and feedback. As I won't be able to attend all of the calls that my sales and presales team attend, I use Wingman to listen to calls later along with sharing feedback and key discussion points with my GTM colleagues.
- Recording of calls
- Transcript of calls
- Allows users to comment at specific time stamps and tag colleagues.
- AI in Wingman which translates speech to text is good.
- It currently handles the use cases we expect out of the tool
June 08, 2022
Wingman is the perfect wingman for me and my reps!
WIngman has been a great addition to our fully remote team. It has made onboarding much easier with the ability to create libraries of good calls for new employees to listen to, comment and score. We use it for coaching moments throughout the call for continuous upskilling. I can't imagine doing half of the sales training we perform without Wingman. It has been so effective we have even gotten our other departments using Wingman and they love it as well.
- Call recording.
- Integrating with HubSpot.
- Recommended coaching moments.
- SUPPORT IS AMAZING AND SO RESPONSIVE.
- The scorecards are new and great but could use a little more customization.
- Could be better at recording non Zoom based calls.
June 08, 2022
Best Notetaker app I have used
Wingman is used in our organization to record our client-based as well as internal meetings. It perfectly works as our notetaker and helps us remember key points. The desktop application they have is a little buggy and sometimes stops responding but is really helpful in bookmarking the call for important items that were discussed.
- Transcription
- Search key words and pointers that were discussed
- Bookmarking at certain time on the call
- Desktop application for MacOS
- Transcription
April 30, 2022
Great Service for Call Recording and Training
Score 10 out of 10
Vetted Review
Verified User
We use it to organize our call recordings. We have different systems we use, and it makes it really easy to find all the calls in one place. It makes finding specific calls really easy. Senior leaders also use it for training and management. All of the teams in our organization are using it in some form pretty much on a daily basis.
- Wingman organizes calls really well. Makes finding them by user or platform easy.
- The transcription of calls makes finding calls based on specific words used easy.
- The interface is very user friendly.
- Don't have any issues with Wingman at the moment.
April 20, 2022
Great call recording, note-taking and coaching tool
We use it as our default online meeting recording tool. A bot joins the call and records and transcripts the entire call. It also provides on-call cue cards when certain keywords are spoken, interactivity scores, integration with our CRM, and much more. It's a great tool for team coaching, and analytics to review the interactions, note-taking not for users!
- Online meeting recording
- Transcription
- Coaching
- Analytics
- AI based recommendations for improving interactivity etc.
- Deal predictability based on key words.
- More dashboards and reporting.
April 12, 2022
True its name - My Wingman on sales calls
Score 10 out of 10
Vetted Review
Verified User
I conduct customer meetings on a daily basis, and Wingman is always there on my calls. Wingman addresses an array of problems for me; for example, once I am done with the call, I have a detailed transcript of what was discussed along with the call recording. I can then share this with the customer or revisit it to recollect information. This is the most useful property of Wingman.
- Records calls
- Transcript of speech
- Captures questions through AI and can prompt with battle cards during sales call
- Sometimes the transcript is incorrect, that can be improved
My team at Properly needed a way to provide managers with a consistent framework way to assess, coach, and review calls from the sales team. In addition, we wanted to assess the sales calls against our own internal training and sales methodology. The Wingman scorecards have been incredibly helpful for my team. Not only do we use them for coaching and reviewing calls, but they have been a great way for our sales team to individually identify which skills they need to improve upon.
- Review Sales Call
- Provide quantitative scoring using Wingman scorecards
- Review sales scripting via Wingman transcripts from Sales calls
- Leaves comments and feedback for sales teams
- Coach agents by reviewing calls and identifying gaps
- Allow more than 1 scorecard to be used per call
- Allow a client-facing version to be sent to clients (Without the comments or scorecard visible)
March 17, 2022
An integral asset to my sales organization
First and foremost Wingman automatically recording all phone calls and meetings is invaluable to my company's sales organization for a number of reasons: It keeps everyone accountable and it allows managers to provide in-depth coaching - we've implemented call review as an integral part of our 1 on 1 processes, thanks to Wingman. It also allows us to watch fellow salespeople's calls to learn from them (this is encouraged within my organization) The AI-driven insights allow a user to see what was discussed in a call without actually watching it. I would highly recommend this solution to any company with customer-facing reps. The Wingman team has been phenomenal to work with, they're very receptive to feedback and are extremely proactive should any issues come up.
- Syncing with calendars to ensure the Wingman "bot" always joins meetings
- Integration with our phone system to record outbound and inbound calls with the ability to automatically attribute calls to the correct rep
- AI generated transcripts of calls
- Searching for specific calls (you can scroll through the list, but that takes time)
- The dashboard isn't as user friendly as it could be, but a seasoned user can navigate it just fine
- The AI-driven insights aren't always accurate but are still very useful nonetheless
March 04, 2022
Wingman - your friendly neighbourhood sales assistant
Wingman transcribes all of our customer calls and helps in reviewing recordings with search capabilities to find out if certain keywords are being used or if certain discovery questions are being asked correctly.
- Records all calls and hosts it
- Transcribes all customer calls
- Helps in search functionalities on rep calls for quality checking
- No suggestions for improvement at the moment
March 03, 2022
Wingman is a must for all Sales Teams
Wingman has helped us take notes during sale calls and this allowed us to be more concerned about the conversation than trying to double task and write down notes. Being able to be more involved during the call, we have seen roughly a 7% increase in closed/won deals since we started using Wingman. Wingman has also been a great training tool for our new reps.
- Record calls.
- Provide easy access to scripts.
- Providing pre-loaded cue cards.
- Provide feedback.
- Nothing.
- Overall a great tool.
February 25, 2022
Excellent value for Gong alternative
Wingman is an excellent tool for recording demos and providing coaching to reps. It transcribes calls and provides AI feedback, tagging competitors and other topics. It also allows for saving "game tapes" for sales onboarding and a deal view. Overall, it has the functionality of more expensive options like Gong or Chorus but at prices affordable for a small business or startup.
- Recording and transcribing calls
- AI analytics around call topics
- Insights and coaching around sales rep behavior
- Occasionally, calls don't record all the way
- You need to be on top of your calendar to disinvite Wingman from external non-sales calls (i.e., with investors)
- Transcription could be better
November 22, 2021
Improving the sales conversation for your team!
It is used as a sales analytics tool. Helps us understand the sales conversation, positive and negative pointers, evaluate and improve on the discussions. Also, recordings and transcripts help in evaluating in a lot of depth and revisit important discussions. The tool also helps in understanding and learning from other team members and making relevant suggestions to help the team grow. Features to make cue cards help to overcome conversation blockers and keep the pitch effective.
- Team Insights: gives a very good understanding of your whole team. Helps you evaluate your team's calls, understand the points they are missing and adding relevant and positive notes.
- Learn from the team in your own time and access their discussions.
- Topics: delivers different standard we create which are prime points in the meetings. Helps in understanding your standing w.r.t rest of the team on various constraints. Can help you go to specific team members' calls to understand about specific areas they are performing good at and understand.
- Helps to see your own performance and evaluate. Standing on certain KPIs kept to understand how well you are doing w.r.t. the whole team at a avg.
- Cue cards: Helps you put specific points and resources which will appear in realtime with certain trigger words/phrases. Helps us tackle and answer queries properly during the discussion
- Recording and transcript quality: doesn't catch different accents and transcripts become poor and useless. Might also skew the analytics and insights because of this
- Better evaluation of AI based auto KPIs in the topics and dashboard
- Better dashboard to put various topics and insights, making personal/public space adding all the important components that might vary from tea to team