| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Clari is a revenue platform that provides complete visibility into pipeline health and forecast accuracy. It uses AI to analyze signals across the revenue process and predict outcomes with high precision. |
| Pricing |
Subscription ($24-$49/user/month) |
Paid (Custom pricing) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Revenue forecasting
- pipeline inspection
- deal intelligence
- mutual action plans
- activity capture
- analytics
- CRM automation
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Excellent forecasting accuracy
- Strong pipeline visibility
- Automated activity capture
- Intuitive dashboards
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Expensive for small teams
- Requires good CRM hygiene
- Limited outreach features
|
