Key Takeaway
- Clari excels at executive visibility, but visibility alone is no longer sufficient. Many teams outgrow forecast-only platforms as they seek earlier risk detection and execution-level insight.
- Tools like Revenue Grid, Gong, People.ai, and InsightSquared as Clari alternatives address specific needs including coaching, activity intelligence, or analytics.
- Revenue Grid stands out by combining true pipeline inspection, activity-based forecasting, and Salesforce-native workflows.
- The right platform improves control, not just confidence. Teams that connect forecasting to execution achieve more predictable revenue, faster interventions, and stronger long-term growth.
- For teams seeking predictable revenue with faster time-to-value, execution-first platforms deliver stronger ROI than forecast-only solutions.
Revenue forecasts rarely fail because teams lack data. They fail because leaders are asked to commit before they can clearly see what is actually happening inside deals.
Most revenue teams recognize the pattern. The pipeline looks healthy. Forecast calls feel confident. Then the quarter closes and results don’t line up. Deals stall late, risks surface too late to act, and leadership is left explaining gaps no one flagged in time.
Buying behavior is a big reason why. Gartner reports that 75% of B2B buyers now prefer a rep-free sales experience. Deals move forward quietly, signals are spread across CRMs, inboxes, meetings, and tools and by the time risk becomes visible, outcomes are often already locked in. Without clear links between activity and outcomes, optimism often replaces insight.
Platforms like Clari help by giving executives centralized visibility into pipeline health and forecast risk. That visibility matters. For teams that need to intervene earlier, coach in real time, and guide execution, visibility alone often isn’t enough.
That’s why many revenue leaders are exploring Clari competitors that connect forecasting to execution. This guide breaks down the top Clari alternatives for 2026 and how they help teams drive more predictable revenue.
Understanding Clari’s Strengths and Weaknesses
Clari’s AI-powered revenue orchestration supports executives with a centralized, real-time view of revenue pipeline health and risk forecasting. Enterprise sales organizations turn to Clari for good reason. However, it may not fit every leader’s requirements.
Before evaluating alternatives, it’s important to understand where Clari excels and where it tends to fall short in supporting revenue forecasting.
What Clari Does Well
Clari consolidates CRM data and applies predictive analytics to help leaders teams make more confident, defensible revenue decisions. Its platform is built to deliver top-down visibility into revenue performance, making it especially valuable for executive forecasting and board-level reporting.
Key Strengths Include:
- Strong sales forecasting accuracy through roll-ups and predictive analytics
- Deep integration with Salesforce for pipeline data aggregation
- Powerful dashboards designed for CROs and finance leaders
- Scenario planning that supports quarterly and annual revenue planning
Clari’s Main Drawbacks
Despite its strengths, Clari is not without limitations, many of which drive buyers to explore alternatives.
Common Challenges Include:
- Limited flexibility and customization, particularly for dashboards and reports
- Steep learning curve and a less intuitive interface for new users
- Complex setup and configuration for routine sales workflows
- Gaps in functionality that slow down day-to-day sales operations
- Salesforce interactions, such as contact uploads and opportunity updates, can be time-consuming
Why Companies Explore Alternatives
As buying journeys grow more complex and live buyer interactions decline, revenue teams can no longer rely on sales forecasting alone. This has prompted many organizations to re-evaluate Clari vs competitors’ pipeline management approaches, particularly around how effectively each platform helps teams act on risk, not just report it.
Some common reasons companies explore Clari alternatives include:
- The need for earlier deal-risk detection and stronger pipeline inspection
- Demand for actionable insights that frontline managers can use in real time
- Search for comprehensive tools that fit a smaller budget
- Pressure to achieve faster time-to-value without long implementation cycles
- Preference for platforms that provide native integration with Salesforce
Ultimately, while Clari excels at visibility, companies that need execution-level insights that combine high activity capture and deal-level guidance may require alternatives.
Best Clari Competitors and Alternatives
Clari helped define how modern enterprises forecast revenue, but it is no longer the only option. Numerous Clari competitors provide the benefits that Clari does while going the extra mile. The table below highlights key Clari vs competitors’ pipeline management, showing how each platform approaches deal inspection, execution insights, and forecast reliability.
| Feature | Clari | Revenue Grid | Salesforce Revenue Cloud | Gong | People.ai | InsightSquared |
|---|---|---|---|---|---|---|
| Core Use Case | Forecasting & revenue visibility | Forecasting + deal execution insights | End-to-cash revenue ops | Conversation intelligence | Activity & engagement intelligence | Forecasting + analytics |
| Salesforce-Native | No | Yes | Yes | No | Partial | Partial |
| True Pipeline Inspection | Medium | High | Low | Low | Low | Low |
| AI-Powered Forecasting | High | High | Medium | Medium | Medium | Medium |
| Deal-Level Guidance | Medium | High | Low | Medium | Low | Low |
| Activity Capture | Low | High | Medium | Medium | High | High |
| Ease of Adoption | Medium | High | Medium | Medium | High | High |
| Real-Time Execution Insights | Medium | High | Medium | Medium | Medium | Medium |
| Customization & Workflow Flexibility | Medium | High | High | Medium | Medium | Medium |
| Best Fit For | Enterprise forecasting | All teams needing execution + forecast accuracy | Complex revenue ops & monetization | Coaching & conversation insights | Data accuracy & activity analytics | Mid-market analytics |
1. Revenue Grid: A Comprehensive Revenue Action Platform
Revenue Grid goes beyond traditional revenue reporting by connecting real sales activity to pipeline health and revenue outcomes. It is built directly into Salesforce to help teams forecast accurately while executing deals more effectively.
Revenue Grid does not focus solely on historical reporting or top-down forecasts. Instead, it connects real sales activity with pipeline health and revenue outcomes. Its Salesforce-native architecture allows teams to work directly inside their CRM, improving adoption, data quality, and speed to insight.
Key Features of Revenue Grid
- True Pipeline Inspection: Revenue Grid’s True Pipeline capability shows which deals are truly progressing and which are at risk. By analyzing real sales activity, engagement signals, and deal behavior, it surfaces stalled opportunities, pipeline leakage, and forecast risk early.
- AI-Powered Sales Forecasting: Forecasts are based on the real likelihood of deals closing, not just CRM stage changes. Revenue Grid’s sales forecasting continuously updates forecasts using live activity, deal health, and historical patterns to improve reliability.
- Activity Capture and Data Accuracy: The tool automatically captures emails, meetings, activities, and contacts and syncs them to Salesforce, eliminating manual data entry.
- Deal Guidance and Execution Support: The platform delivers deal guidance that highlights risks, weak spots, and next-best actions. Reps and managers gain clear direction on where to focus to improve win rates.
- Meetings Assistance and Coaching: Revenue Grid helps teams prepare for meetings, capture outcomes, and follow up effectively. Managers gain better visibility into execution and coaching opportunities across the team.
- Salesforce-Native, Low-Friction Experience: Built directly into Salesforce and email, Revenue Grid fits seamlessly into existing workflows, driving higher adoption and cleaner data without disrupting daily work.
Pricing and Value Proposition
- Activity Capture 360 – $30 per user/month
- Knowledge Capture – $49 per user/month
- Revenue Grid Ultimate – $149 per user/month
Pros and Cons
Pros
- Easy-to-use Outlook and Salesforce integration
- Automatic activity capture that saves reps’ time
- Seamless email, calendar, and CRM syncing
- Responsive, knowledgeable customer support
- Regular product updates and improvements
Cons
- Learning curve for advanced features
- Setup and customization can take time
- Minor gaps in mobile functionality
You can also look at Clari vs Revenue Grid highlights for a deeper analysis of both platforms’ approaches to pipeline inspection and deal execution. To see how Revenue Grid turns pipeline visibility into revenue results, book a personalized demo today.
2. Salesforce Revenue Cloud
Salesforce Revenue Cloud, now branded as Agentforce Revenue Management, is Salesforce’s platform for managing the full revenue lifecycle, from pricing and quoting to contracts, billing, and analytics. Unlike Clari, which focuses primarily on forecasting and revenue visibility, Revenue Cloud is designed to operationalize how revenue is created, managed, and collected across channels.
Salesforce Features and Integrations
- AI-Assisted Quoting and Pricing: Revenue Cloud helps generate accurate quotes using guided workflows and AI-driven recommendations. Intelligent bundling, pricing rules, and upgrade suggestions reduce errors while increasing deal value.
- Unified Product Catalog and Configuration: A centralized product catalog with real-time pricing, configuration rules, and discount controls ensures consistency across quotes, orders, and contracts.
- Contract Lifecycle Management: Revenue Cloud supports contract creation, redlining, amendments, renewals, and cancellations directly within Salesforce, aligning sales and legal teams throughout the customer lifecycle.
- Subscription and Asset Lifecycle Management: The platform manages subscriptions, usage-based models, and customer entitlements while tracking renewals, ARR, NRR, and churn.
- Order Management and Revenue Analytics: Revenue Cloud coordinates order fulfillment and billing while providing insights into revenue, margin, pricing performance, and subscription metrics.
Pricing and Free Trial Options
- Revenue Cloud Growth – $150 per user/month (billed annually)
- Revenue Cloud Advanced – $200 per user/month (billed annually)
- Revenue Cloud Billing – Request a quote
Pros and Cons
Pros
- Easy to use for core sales and revenue workflows
- Centralized CRM data across sales, finance, and legal
- Highly customizable to support complex revenue models
- Strong analytics and reporting capabilities
- Scales well for large, global organizations
Cons
- Steep learning curve for new users
- Complex setup and ongoing administration
- Key features often require additional modules
3. Gong: Revenue Intelligence Leader
While it is often grouped with revenue intelligence platforms, Gong is primarily used in analyzing sales conversations. As a Clari alternative, Gong works best for organizations looking to improve sales execution and coaching, a distinction often highlighted when comparing Gong.io vs Revenue Grid rather than replacing forecasting workflows outright.
Key Features of Gong
- Conversation Intelligence: Gong automatically records, transcribes, and analyzes sales calls, meetings, and emails to surface insights into buyer intent, objections, sentiment, and deal momentum.
- Revenue AI OS and Revenue Graph: The platform connects every customer interaction across tools into a unified revenue graph, giving teams a complete view of accounts, opportunities, and engagement patterns.
- Deal and Pipeline Insights: Gong identifies deal risks, stalled opportunities, and missing stakeholders by analyzing conversation data and engagement signals, helping managers intervene earlier.
- AI-Powered Forecasting (Gong Forecast): Gong provides centralized forecasting with unbiased insights drawn from real deal activity, improving forecast confidence and cross-team alignment.
- Sales Engagement and Automation (Gong Engage): AI-driven engagement tools help reps prioritize outreach, personalize messaging, and automate follow-ups to improve response rates and pipeline movement.
Pricing Structure
Gong uses a custom, enterprise pricing model with per-user licenses and a platform fee based on team size. Pricing is quote-based, with free integrations and no publicly listed tiers.
Pros and Cons
Pros
- Easy implementation and intuitive interface
- Powerful call recording and transcription capabilities
- Accurate insights into buyer sentiment and deal conversations
- Time-saving insights that streamline call reviews and follow-ups
- Strong visibility into rep performance and communication quality
Cons
- Call recording issues, such as delays, beeps, or retrieval failures
- AI accuracy can vary, especially for transcription and translation
- Integration limitations with certain tools
4. People.ai: AI-Driven Sales Insights
People.ai positions itself as an AI-first platform designed to remove manual work from sales processes and give revenue teams clearer, more trustworthy insights. People.ai concentrates on capturing sales activity automatically and using that data to improve forecasting, pipeline execution, and deal qualification.
Key Features of People.ai
- AI-Powered Forecasting: The software analyzes billions of sales with AI to learn your unique sales process and continuously refine predictions based on real activity, deal behavior, and historical patterns.
- Revenue Forensics: It captures and connects sales activities, contacts, and opportunities to explain why deals are won or lost.
- Opportunity Management: Opportunities are evaluated using engagement signals rather than manual updates, helping sales leaders detect risk early and prioritize the right deals.
- Automatic Activity Capture: Emails, meetings, and interactions are automatically captured and synced to CRM systems, reducing manual data entry and improving data accuracy for forecasting and analytics.
- Enterprise-Grade Trust and Security: People.ai operates under NIST and ISO (27001, 27701, 27017) frameworks, ensuring secure, permissioned access to sensitive revenue data across large, global sales organizations.
Pricing and Free Trial
People.ai offers a demo. Prices are customized enterprise-level, fully tailored plans.
Pros and Cons
Pros
- Intuitive, visually appealing UI that’s easy to navigate
- Strong AI-driven insights for activity tracking and performance analysis
- Automatic capture of emails, meetings, and CRM activities
- Helpful for analyzing team productivity and engagement trends
- Reduces manual effort in CRM data entry
Cons
- Limited customization options for reports and dashboards
- Incomplete data capture from tools like LinkedIn and Slack
- Occasional data accuracy and syncing issues
5. InsightSquared: Data-Driven Sales Analytics
InsightSquared is a revenue analytics and forecasting platform that gives sales and RevOps teams clearer visibility into pipeline performance, forecasting accuracy, and rep productivity. It is a more approachable alternative to heavyweight enterprise platforms. InsightSquared focuses on self-service analytics, automation, and ease of use rather than deep operational complexity.
Key Features of InsightSquared
- AI Sales Forecasting: It automates forecast submission by combining rep inputs with machine learning models. This flags forecast risk early and helps teams understand what it will take to hit revenue targets.
- Revenue Analytics and RevOps Dashboards: The software provides 350+ out-of-the-box reports with automatically updated dashboards for sales leaders and RevOps teams.
- Interactive Pipeline Management: Machine learning models such as Confidence-to-Close and Ideal Customer Profile help teams focus on the right deals. It highlights pipeline changes, risk signals, and upside opportunities early enough to adjust strategy.
- Conversation Intelligence and Call Recording: InsightSquared records and analyzes sales calls to surface keywords, trends, and rep behaviors. Conversation data is combined with pipeline analytics to strengthen forecasting and coaching.
- Guided Selling and Sales Coaching: Reps receive in-the-moment guidance based on best practices and machine learning insights. Managers can standardize coaching, speed up onboarding, and track execution across the team.
Pricing Insights
Pricing is quote-based, with a 14-day free trial option. Higher tiers include advanced analytics, guided selling, and dedicated support.
Pros and Cons
Pros
- Strong out-of-the-box reporting and dashboards
- Easier setup and faster time-to-value
- AI-assisted forecasting without heavy admin overhead
- Good balance of analytics, pipeline visibility, and coaching tools
- More accessible pricing for mid-market teams
Cons
- Less advanced predictive analytics than Clari
- Limited customization for highly complex enterprise sales motions
- May lack depth for organizations with very large or global sales teams
Making Your Final Decision
The goal for leadership isn’t often to simply replace Clari with another dashboard that fixes one or two limitations that Clari may have. Often, it boils down to choosing a platform that materially improves how revenue is executed and forecasted.
A successful switch from Clari depends less on feature checklists and more on fit. The best platform for your business supports your goals while enabling consistent, long-term revenue growth.
Factors to Consider When Choosing a Clari Alternative
Start by evaluating how each platform approaches forecasting and pipeline intelligence. Some tools focus on top-down revenue visibility, while others tie forecasts directly to real sales activity and deal execution. If improving forecast confidence is a priority, look for solutions that adapt continuously based on live deal signals.
Other key factors to assess include:
- Pipeline and Deal Intelligence: Does the platform surface deal risk early and explain why deals are stalling?
- CRM Dependency and Integrations: Salesforce-native or deeply integrated tools often deliver better data quality and adoption.
- Ease of Adoption: Tools that fit naturally into existing workflows tend to see higher rep and manager usage.
- Cost and ROI: Consider total cost of ownership, including implementation time, admin effort, and time-to-value, not just license fees.
How to Ensure a Smooth Transition
A successful switch starts with preparation. Begin by auditing your current forecasting, pipeline reviews, and deal management workflows to understand what should be preserved or improved.
To reduce disruption:
- Clean and standardize CRM data before onboarding a new platform
- Start with a pilot or phased rollout to validate insights and workflows
- Align sales, RevOps, finance, and leadership early in the process
- Invest in enablement, so teams know how to act on insights, not just view them
With the right planning, transitioning from Clari can become an opportunity to strengthen execution, improve forecast accuracy, and drive more predictable revenue growth.
Conclusion: Experience Revenue Grid for Optimal Sales Success
Getting your revenue forecasting right is a competitive weapon in today’s ever-changing buyer environment. Leaders who can trust their forecasts move faster, allocate capital more confidently, and intervene earlier when growth is at risk.
Revenue Grid closes the loop between what leaders commit to and what teams actually deliver. By grounding forecasts in real activity, exposing deal risk early, and guiding action inside Salesforce, it ensures that revenue projections remain aligned with reality as deals evolve.
Revenue Grid delivers this execution-first approach among Clari alternatives.
Why Choose Revenue Grid Over Other Alternatives?
For teams outgrowing forecast-only platforms, Revenue Grid offers a practical next step: not just clearer visibility into revenue, but greater control over it. Revenue Grid is built to help teams not just predict revenue, but actively shape it. By connecting real sales activity to pipeline health inside Salesforce, it turns revenue intelligence into day-to-day execution support.
Key reasons teams choose Revenue Grid include:
- True pipeline inspection that reveals stalled deals, hidden risk, and inflated forecasts early
- Forecasting is grounded in real activity, not just CRM stage changes
- Salesforce-native experience that drives higher adoption and cleaner data
- Actionable deal guidance for reps and managers, not just executive reporting
- Faster time-to-value with lower operational and admin overhead
For organizations that want forecasting accuracy paired with execution confidence, Revenue Grid delivers a more practical and scalable approach.
Book a Demo With Revenue Grid Today
If your team is ready to eliminate pipeline guesswork and improve forecast confidence, Revenue Grid is worth a closer look.
Book a demo to see how Revenue Grid helps revenue teams uncover risk sooner, coach more effectively, and drive predictable growth, without adding complexity to your sales stack.
How do Clari Competitors Compare in Pipeline Management?
Clari’s competitors vary widely in pipeline management. Some focus on top-down visibility, while execution-focused platforms like Revenue Grid connect real sales activity to deal health, surfacing risk earlier, and improving pipeline accuracy.
What is the ROI of Switching from Clari?
The ROI of switching from Clari typically comes from improved forecast accuracy, faster deal execution, higher rep adoption, and reduced admin effort, leading to shorter sales cycles and more predictable revenue outcomes.
How Do Pricing Models Compare?
Clari competitors use different pricing models, ranging from enterprise, quote-based pricing to modular, per-user plans. Platforms like Revenue Grid offer clearer pricing and faster time-to-value compared to complex, bundled alternatives.
