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Revenue.io vs Clari
Clari tells you where your pipeline stands. Revenue.io helps your team move deals forward in real time.
Clari focuses on forecasting, pipeline inspection, and revenue analytics. It surfaces deal risks and trends, but reps still depend on separate tools for calling, engagement, and coaching.
Revenue.io unifies dialing, sequences, coaching, deal intelligence, and AI guidance inside Salesforce so reps can act before, during, and after every conversation, with cleaner data and a single connected workflow.
Why Teams Choose & Switch to Revenue.io
Run pre-call, live call, and post-call workflows in one revenue platform
Clari helps leaders understand forecast risk and pipeline health, but it sits above the day to day workflow. Reps still move between Clari, Salesforce, their dialer, and engagement tools to act on those insights.
Revenue.io brings dialing, sequences, coaching, and deal intelligence together inside Salesforce so insights turn directly into action. Reps get real time guidance on every conversation, managers get cleaner data, and teams execute the entire sales process without stitching together multiple systems.
Real time sales execution vs post-facto inspection
Clari analyzes pipeline and call patterns after activity occurs. Revenue.io guides reps in real time with live prompts, next steps, and deal insights that help move opportunities forward during the conversation.
Complete revenue workflow vs forecasting only
Clari focuses on forecasting accuracy and pipeline risk, leaving calling, engagement, and coaching to other tools. Revenue.io unifies dialing, sequences, coaching, and deal intelligence in Salesforce, creating one workflow for every stage of the sales cycle.
Salesforce native data and scoring vs a separate modeling layer
Clari builds its own revenue database and AI models outside CRM. Revenue.io uses live Salesforce data and conversation activity to drive health scoring and recommendations, reducing data reconciliation and improving accuracy for teams that operate in Salesforce.
Hundreds of Salesforce customers choose Revenue.io
to capture interactions, coach live, and forecast confidently.
What’s the difference between
Clari and Revenue.io?
Clari is a revenue intelligence platform focused on forecasting, pipeline inspection, and deal risk analysis. It gives leaders strong visibility into trends and predicted outcomes, and its Copilot module provides conversation intelligence and real time assist. However, Clari operates as an analytical layer outside the daily sales workflow, which means reps still rely on separate tools for calling, engagement, coaching, and executing the sales process.
Revenue.io takes a different approach. It unifies dialing, coaching, sequencing, deal intelligence, and AI guidance directly inside Salesforce, supporting reps before, during, and after every call. This reduces tool sprawl, improves execution speed, and gives sales teams a connected platform for engagement, intelligence, and coaching without switching between applications or relying on disconnected analytics.
“The platform has the rare combination of pleasing both end-users and managers alike. In short, Revenue.io provides a huge strategic advantage to my org.”
Here’s a side-by-side comparison of Revenue.io vs Clari:
| Category | Revenue.io | Clari |
|---|---|---|
| Best For | Sales teams that run their full sales process in Salesforce and want dialing, engagement, real time coaching, deal intelligence, and forecasting unified in one Salesforce native platform. | Mid size and enterprise B2B organizations that need deep visibility into pipeline, forecasting accuracy across multiple revenue models, and a unified revenue operations layer across CRM, email, calendars, and engagement tools. |
| CRM Integration | One hundred percent Salesforce native. Calls, emails, texts, tasks, cadences, AI insights, and deal scores are written directly into Salesforce with no separate data store. | Integrates with Salesforce and other CRMs and centralizes data in its RevDB revenue database. Automatically captures and updates CRM activities from email, calendar, dialers, and other tools, but primary workflows run in Clari rather than inside the CRM UI. |
| Real-Time Coaching | Moments delivers live, in call guidance with objection prompts, competitive cues, compliance alerts, talk track reminders, and behavioral coaching, all tied to Salesforce data and deal context. | Clari Copilot provides real time guidance with battlecards, keyword based prompts, and playbook or checklist enforcement during calls and meetings, plus live sentiment and engagement cues for managers. |
| Dialing / Telephony | RingDNA is an enterprise grade Salesforce native dialer with click to call, power dialing, local presence, voicemail drop, SMS and MMS, intelligent routing, IVR, call recording, and automatic call logging. | Provides dialing and telephony primarily through Groove by Clari and the merged Salesloft capabilities. Supports click to call, power dialer, voicemail drop, and integrated dialer via Groove or connected VoIP providers, but Clari itself is not a standalone phone system. |
| Sales Engagement | Guided Selling runs omnichannel cadences from Salesforce, combining calls, emails, SMS, social steps, inbound follow up, and AI prioritized next actions, with all engagement tied to Salesforce records. | Offers full sales engagement through Groove and Salesloft, including multi step cadences across email, calls, and social, inbox and calendar plugins, and automated inbound lead follow up that can reduce response time to minutes. Engagement lives in Clari and Groove while syncing activity back to CRM. |
| AI Ask Anything / Natural Language Q&A | Ask Revenue lets users ask natural language questions about calls, opportunities, and accounts using Salesforce data and transcripts together, returning deal insights, risks, and next steps. | Ask Clari provides conversational Q and A over revenue data. Users can ask about at risk deals, forecast scenarios, or key points from a specific call, and Clari synthesizes answers from RevDB, call transcripts, and opportunity history. |
| Conversation Intelligence | Conversation AI records and transcribes calls, generates summaries, provides AI coaching feedback, and feeds data into deal scores, scorecards, and Revenue Intelligence dashboards inside Salesforce. | Clari Copilot delivers full conversation intelligence with recording, real time and post call transcription, AI summaries, keyword alerts, battlecards, call scorecards, and curated Gametapes libraries for coaching and onboarding. Insights roll into opportunity and forecast views. |
| Deal Execution | Uses deal health scoring, AI coaching feedback, Ask Revenue, and Revenue Forecast Analyzer to surface risks, next steps, and opportunity insights directly in Salesforce, guiding reps before, during, and after calls. | Supports deal execution with Align mutual action plans, deal inspection views, AI driven opportunity scoring, deal inspection agents that flag missing criteria, and buyer engagement tracking on shared content and plans. Reps primarily execute plans through Clari and the CRM together. |
| Sales Forecasting | Revenue Forecast Analyzer and deal health scores use Salesforce activity and conversation signals to score deal health, highlight execution risk, and enrich Salesforce forecasts with AI driven guidance. | Forecast is a flagship capability. It automates roll ups, applies machine learning to historical and current pipeline data, supports multiple revenue models, and offers scenario analysis, flow views, and AI projections that many customers report as highly accurate. |
| Lead Response and Inbound | Hot Leads and CallerDNA automate speed to lead, inbound call routing, dynamic prioritization, and immediate rep connection, with real time guidance on first contact and full logging in Salesforce. | Through Groove and Salesloft, Clari sequences inbound leads automatically, cuts response times from days to minutes, and tracks inbound performance. Inbound call routing relies on integrated dialers rather than Clari itself. |
| Revenue Intelligence | Revenue Insights and Revenue Intelligence aggregate call data, engagement activity, and Salesforce pipeline context to show which activities drive outcomes, where deals are at risk, and how pipeline and forecasts are trending. | Provides a broad revenue intelligence layer across pipeline, activities, buyer engagement, and performance metrics. Uses RevDB to unify data and surfaces predictive and prescriptive insights for leaders, managers, and reps. |
| Scorecards | Generative Scorecards automatically score every call and opportunity on hundreds of criteria, surfacing where reps need coaching and which deals need attention. | Provides call scorecards in Copilot, rep and team performance scorecards through analytics dashboards, and AI generated deal scores that indicate opportunity health and help prioritize pipeline. |
| Sales Methodology Coaching | AI Coaching Feedback and scorecards evaluate every call against your sales methodology and behavioral criteria, providing structured feedback and suggested improvements at the rep and deal level inside Salesforce. | Supports methodology coaching by tracking methodology fields in CRM, using Deal Inspection AI Agent to flag gaps against proven criteria, and using Copilot scorecards and playbooks to show how well reps follow frameworks like MEDDIC. |
| Summaries | Automated summaries capture calls, meetings, and opportunity updates and can generate follow up emails and notes directly in Salesforce, eliminating manual note taking. | Copilot produces AI call summaries, meeting recaps, deal summaries via Ask Clari, pipeline change summaries, and suggested follow up emails, all designed to reduce admin work and improve follow through. |
| AI Capabilities | Unified AI for real time coaching, CI, deal guidance, forecasting, summaries, and Q and A built on Salesforce data and conversations. | Comprehensive AI across forecasting, deal scoring, pipeline inspection, conversational intelligence, summarization, and natural language queries, all powered by RevDB and unified across the revenue workflow. |
"After evaluating the market twice, at two fast-growing companies, I chose Revenue.io both times over Salesloft. The platform’s depth, adaptability, and long-term value consistently outpaces the competition."
Joseph Monahan, VP of Sales and Business Development, Ylopo
Revenue.io is built for Salesforce
Clari focuses on forecasting, pipeline inspection, and deal risk analysis. It provides powerful visibility for revenue leaders and offers conversation intelligence through Copilot, but it does not manage daily sales engagement, calling, or end to end execution inside Salesforce. If your team needs forecasting and analytics without connected sales workflows, Clari may be a good match. But for Salesforce native teams that require unified workflows, real time guidance, and deal focused intelligence, Revenue.io delivers deeper automation and cleaner CRM data than an external revenue platform.
Trust & Secure Your Salesforce Data with Revenue.io
Revenue.io Enterprise Security & Ratings
Trusted by Leading Revenue Teams
Top-rated across all major platforms, Revenue.io delivers proven results for revenue organizations worldwide.
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✓Enterprise-Grade Security & Compliance
Industry-leading compliance and safeguards. Keep your data protected and your team compliant with HIPAA, TCPA, GDPR, CCPA, CPRA, and SOC 2.
One Salesforce-native platform to power
your entire revenue team
Consolidate your tools and accelerate results with the complete revenue orchestration platform built for Salesforce.
