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Clari Copilot

Score9.1 out of 10

120 Reviews and Ratings

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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 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.




Categories & Use Cases

Media

Screenshot of Call Library — Organized, searchable and shareable recordings
Screenshot of Call Summary — For full visibility on every sales interaction
Screenshot of Call Scorecards
Screenshot of Game Tapes — A Netflix for sales
Screenshot of Deal Central —An early-warning system for at-risk deals
Screenshot of Team Dashboard — Tracks coaching-led performance improvements

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Screenshot of Call Library — Organized, searchable and shareable recordings

Reviews

What users are saying about Clari Copilot.
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Best Sales Interaction platform available in the market

Incentivized
Neha PantView profile
Account Manager- Existing Business in Sales at Wingify (51-200 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • Call to text.
  • AI driven Insights throughout the entire sales interaction process.
  • Coaching/feedback.
  • Comment any observation you have to make.

Cons

  • None at the moment.

Most Important Features

  • AI driven Insights.
  • Alerts
  • Call to text/ Speech to text.
  • Coaching/Feedback.

Return on Investment

  • Coaching has been made easier for all the new AEs.
  • Alert is sent whenever there is a change in the deal stage and hence saving the time for follow-ups.
  • At times when you cannot listen to the calls because you are working from home, you can easily go through the script and give or share the basis of your observations.

Other Software Used

Salesforce Lightning Platform (formerly Salesforce App Cloud), Tableau Desktop, Front

Wingman - One of the best Sales intelligence softwares I've used

Incentivized
Ram VenkatachalamView profile
Senior Account Executive in Sales at PipeCandy (51-200 employees employees)

Use Cases and Deployment Scope

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

Pros

  • Call recording
  • Training Sales reps
  • Ramping new sales reps
  • Call transcripts

Cons

  • User Interface could be more fluid
  • Cue card functionality is hard to use
  • Call transcripts are notoriously unreliable at times

Return on Investment

  • Coaching new reps
  • Fast ramp up time
  • Call transcripts

Alternatives Considered

Gong and Chorus.ai

Other Software Used

HubSpot CRM, Slintel, Apollo

Wingman helps your sales team fly!

Incentivized
James HuseView profile
Senior Account Manager in Sales at INFUSEmedia (501-1000 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • The transcript.
  • The screen recording.
  • letting me know if I've talked to much on a call.

Cons

  • 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.

Return on Investment

  • It's made me more confident on a call, because if I forget something it doesn't matter.
  • It's enabled me to be more concise in my follow-up's referring to specific points from the call.
  • It's provided some absolute gems when clients have shared media plans showing competitors etc.

Other Software Used

Salesforce CMS, Zoom, Microsoft Teams

The best value for money call recording tool that's out there!!

Incentivized
Abhishek Basu
Business Development Manager- Global Sales in Sales at Sendzilla (1-10 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • Call recording.
  • Great support.
  • Simplified coaching.

Alternatives Considered

Gong

Other Software Used

Pipedrive

Best tool for call recording and analysis in the market !

Incentivized
Siddhant SalilView profile
Customer Success Manager in Customer Service at VWO (201-500 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • 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

Cons

  • 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

Return on Investment

  • Performance review becomes easier based on the recordings
  • Saves a lot of time as specific sections can be trimmed and shared
  • Great tool for new reps who can analyse the recordings and learn new things

Other Software Used

Planhat, Salesforce CMS, Front

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