Clari Copilot

Conversation intelligence inside Clari

Reviews on G2 Founded 2015 · Sunnyvale, CA

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Starting price

Custom pricing

Budget tier

Premium

Complexity

Intermediate

Integrations

40+

Best for

Revenue teams that want conversation intelligence tied to forecasting.

Overview

Clari Copilot (formerly Wingman) is the conversation-intelligence layer of Clari's revenue platform, recording and analyzing calls and tying them to forecasting and deal execution. It suits teams already invested in Clari.

Founded in 2015 and based in Sunnyvale, CA, Clari competes in the conversation intelligence category, with overlap into sales intelligence & signals. It is approachable, with a short learning curve, and it is a premium, higher-priced option (Custom pricing). In practice, Clari is best for revenue teams that want conversation intelligence tied to forecasting.

Conversation intelligence runs quietly in the background of every call and meeting, recording and transcribing automatically. Reps use it to skip note-taking, managers use the call library and analytics to coach, and leadership uses deal and risk signals to forecast more honestly. Over time it turns every conversation into reusable training material.

Key features

Here is what Clari brings to the table, and what each capability means in practice.

Call & meeting recording

Records and stores calls automatically for coaching, compliance, and follow-up. Recordings become a searchable library managers use to onboard new reps and to settle exactly what was promised on a deal.

Transcription

Automatically transcribes every call and meeting, turning hours of audio into searchable text. Managers can find every time a competitor or objection came up across the whole team without re-listening to anything.

AI summaries & notes

AI generates concise summaries, action items, and next steps right after a call. Reps stop scribbling notes during conversations and the CRM gets filled in for them, which both saves time and improves data quality.

Talk-time & topic analytics

Analyzes talk-to-listen ratio, topics, questions, and keywords across calls. Comparing the patterns of winning versus losing calls turns coaching from opinion into something grounded in data.

Deal & pipeline intelligence

Ties conversations and emails to specific deals and flags risk, like a deal going quiet or a single-threaded champion. Managers see which opportunities actually need attention instead of relying on optimistic rep updates.

Coaching & scorecards

Scorecards, trackers, and call libraries make coaching repeatable and anchored to real moments in real calls. New reps ramp faster when they can study a library of great discovery and demo calls.

Auto CRM sync

Syncs call notes, summaries, and activity to the CRM automatically. It removes the after-call admin that reps hate and that, left to chance, rarely gets done consistently.

Multi-language support

Transcribes and analyzes calls across multiple languages with comparable accuracy. For international and multilingual teams, that is the difference between coaching the whole org and only the English-speaking part of it.

API & webhooks

An API and webhooks let teams automate workflows and pipe data into their own systems and dashboards. For RevOps teams, this is what makes the tool a building block rather than a silo.

Priority / 24-7 support

Priority or 24/7 support, often with a dedicated contact, is available for teams that cannot afford to wait on a ticket. It matters most once the tool is mission-critical to daily selling.

Who it's for

Clari Copilot is built for mid-market teams and enterprises. It is a particularly strong fit for revenue teams that want conversation intelligence tied to forecasting, and reps will find it approachable, with a short learning curve.

It is less of a fit in a few cases. Smaller teams on a tight budget may find it more than they need, and if best value within the Clari platform is a dealbreaker for you, it is worth weighing against the alternatives before committing.

Typical users include front-line reps who want their notes written for them, sales managers coaching from real calls, and revenue leaders tracking deal risk across the pipeline.

Integrations & ecosystem

Clari connects with around 40+ tools, including Salesforce, Zoom, Outreach, Salesloft and Slack. That matters because a sales tool is only as useful as the rest of your stack: the tighter it plugs into your CRM and workflow, the less manual data entry your reps do and the cleaner your reporting stays.

An open API and webhooks mean Clari can also be wired into custom workflows, internal dashboards, and the rest of your data stack, which is what RevOps teams look for when they want a tool to act as a building block rather than a silo.

Pricing & value

Clari is a premium, higher-priced option. Custom annual pricing; part of the Clari revenue platform. The value case is strongest for the teams it is built for: when that is you, the time saved and meetings booked tend to outweigh the cost. If it is not, a lighter tool may serve you just as well for less. As always, the sticker price is only part of the story: weigh onboarding time, the tier your team will realistically land on, and any add-ons before comparing it against the alternatives.

Strengths & limitations

On the strengths side, Clari stands out for a few reasons: tight link to Clari forecasting and deals; real-time battlecards and coaching; and strong deal-execution analytics.

The trade-offs are worth knowing before you commit: best value within the Clari platform; custom annual pricing; and heavier for small teams. None of these are necessarily dealbreakers, but they are the points to pressure-test during a trial.

The bottom line

Clari Copilot delivers conversation intelligence inside Clari, and it earns its place across mid-market teams and enterprises. The standout reasons to pick it are clear, tight link to Clari forecasting and deals chief among them, while the main thing to weigh is that best value within the Clari platform. If that trade-off fits your situation, Clari is well worth a trial.