Clari Copilot

Overview

Clari Copilot is an enterprise conversation intelligence add-on to the Clari revenue platform, providing call recording, real-time coaching, and conversation analytics feeding directly into forecast accuracy and pipeline management. Launched as "Wingman" in 2020 and rebranded to Copilot after Clari acquisition, it serves enterprise revenue teams wanting unified platform combining conversation insights with revenue orchestration.

Used by 150+ enterprises including Okta, Atlassian, and Adobe, Clari Copilot serves large revenue teams 150-1,000+ reps already invested in Clari forecasting who need conversation intelligence bundled with pipeline management rather than standalone CI platform.

At a glance:

• Category: Conversation Intelligence (bundled with Clari revenue platform)
• Best for: Enterprise teams 150+ reps already using Clari forecasting
• Pricing: $90-110/user/mo (requires Clari base platform at $100-120/user/mo = $190-230/user/mo total)
• Free trial: No - enterprise demo only with 75+ user minimum
• Setup: 1-2 months as add-on to existing Clari deployment

Ideal For

• Existing Clari customers: Revenue teams already using Clari forecasting platform ($100-120/user/mo) who need conversation intelligence feeding directly into pipeline management and forecast accuracy workflows without separate CI platform.
• Unified revenue platform: Enterprise orgs 150+ reps $100M+ ARR wanting single system combining call recording, coaching, and revenue orchestration vs stitching together Gong + Clari + sales engagement across 3 platforms.
• Real-time coaching focus: Sales managers needing live "cue cards" during customer calls with talking points, objection handling, and next-best-action recommendations appearing in real-time rather than post-call analysis only.

Not Ideal For

• SMB teams under 75 reps: Clari Copilot requires Clari base platform ($100-120/user/mo) + Copilot add-on ($90-110/user/mo) = $190-230/user/mo total - massive overkill when Jiminny ($85/user/mo standalone) or Fathom (FREE-$19/user/mo) deliver stronger conversation AI at 1/3rd to 1/10th the cost.
• Best-in-class conversation AI: Copilot's transcription and analytics lag behind Gong and Chorus - if conversation intelligence is your primary need (not forecasting), choose dedicated CI platform for deeper insights and behavioral analysis.
• Startups without Clari investment: Buying Copilot standalone at $90-110/user/mo (without base platform) delivers weaker conversation intelligence than tl;dv ($0-18/user/mo) or Avoma ($19/user/mo) which offer superior AI summaries and meeting workflows.

The Bottom Line

For enterprise teams 150+ reps already using Clari forecasting, Copilot is convenient add-on bundling conversation intelligence with revenue orchestration. But for SMB teams under $15M ARR or teams prioritizing best-in-class conversation AI, the $190-230/user/mo bundled cost and weaker transcription/analytics make it poor choice - choose Jiminny ($85/user standalone), Fathom (FREE-$19/user), or Gong (if enterprise budget) for superior conversation intelligence.

For $1-15M ARR teams, Clari Copilot at $90-110/user/mo (requiring $190-230/user/mo total with base platform) is massive overkill. Here's what works better:

Jiminny ($85/user/mo vs $190-230/user Clari)

Best-in-class conversation intelligence for SMB:

• Standalone platform: No base platform required - $85/user/mo gets full conversation intelligence vs Copilot's $190-230/user/mo bundled cost
• Superior AI coaching: Advanced behavioral analysis identifying rep patterns, talk-time ratios, filler words, sentiment shifts - more depth than Copilot's basic transcription
• Faster setup: 1-2 weeks to full deployment vs 1-2 months for Copilot add-on (or 2-4 months for full Clari platform)
• Best for: SMB/mid-market teams 20-150 reps needing enterprise-quality conversation intelligence without revenue platform overhead

Fathom (FREE-$19/user/mo)

AI meeting assistant with conversation insights:

• FREE tier: Unlimited recording, transcription, AI summaries, CRM sync - zero cost vs $190-230/user/mo Clari bundled pricing
• Magic Summary AI: Automatically extracts action items, concerns, next steps from calls without manual review
• Pricing: FREE for individuals, $19/user/mo Pro for teams = $11,400/year for 50 reps vs $114K-138K/year Clari bundled
• Best for: SMB teams 5-50 reps needing basic conversation capture and CRM sync without enterprise conversation analytics

tl;dv ($0-18/user/mo)

Meeting intelligence with AI coaching:

• FREE plan: Unlimited recordings, transcripts, translations, basic AI summaries - no cost vs $190-230/user/mo Clari
• All integrations: $18/user/mo = $10,800/year for 50 reps vs $114K-138K/year Clari bundled pricing
• 20+ languages: Real-time translation for global teams vs Clari's English-primary focus
• Best for: SMB teams 10-100 reps wanting affordable meeting assistant with conversation intelligence and multi-language support

Avoma ($19/user/mo)

Conversation intelligence + meeting workflows:

• Affordable pricing: $19/user/mo = $11,400/year for 50 reps vs $114K-138K/year Clari bundled
• Meeting lifecycle: Pre-meeting prep, real-time notes, post-meeting summaries, CRM sync in unified workflow
• 14-day free trial: Test before buying vs Clari's enterprise demo-only approach
• Best for: SMB teams 15-100 reps needing conversation intelligence integrated with meeting scheduling and follow-up workflows

When to Consider Clari Copilot Enterprise

Only when you have ALL of these:

• Already using Clari forecasting platform ($100-120/user/mo investment)
• Enterprise revenue team 150+ reps generating $100M+ ARR
• Need conversation insights feeding directly into forecast accuracy workflows
• Budget for $190-230/user/mo bundled cost ($228K-276K/year for 100 reps)
• Willing to accept weaker conversation AI than Gong/Chorus for platform convenience

Bottom line: Unless you're an existing Clari customer with 150+ reps and $100M+ ARR, choose Jiminny ($85/user standalone), Fathom (FREE-$19/user), or tl;dv ($0-18/user) for superior conversation intelligence at 1/3rd to 1/10th the cost without revenue platform dependency.

Clari Copilot records and transcribes sales conversations across Zoom, Google Meet, and Microsoft Teams, providing real-time coaching with "cue cards" during calls and post-call analytics feeding into Clari's revenue forecasting and pipeline management platform. The conversation insights correlate talk-tracks to deal outcomes, helping managers identify coaching moments and forecast accuracy.

Core Capabilities

1. Real-Time Coaching Cue Cards: During live customer calls, Copilot surfaces talking points, objection handling scripts, competitive positioning, and next-best-action recommendations in real-time sidebar - guides reps through conversations without requiring manager presence on every call.
2. Call Recording & Transcription: Auto-joins meetings on Zoom, Google Meet, Teams to record and transcribe conversations with searchable transcripts, conversation highlights, and AI-generated summaries extracting key moments and next steps.
3. Conversation Analytics: Analyzes talk-time ratios, question patterns, keyword mentions, customer sentiment, and engagement levels - correlates conversation behaviors to deal outcomes showing which talk-tracks predict closed-won vs lost deals.
4. Clari Revenue Platform Integration: Conversation insights feed directly into Clari forecasting and pipeline management - deal risk scores incorporate conversation sentiment, managers see which opportunities need coaching based on call analysis.

How It Works

1. Copilot auto-joins scheduled meetings on calendar (Zoom, Google Meet, Teams) to record and transcribe conversations with participant consent notification
2. During calls, real-time coaching appears in sidebar with talking points, objection handling, competitive positioning, and next-best-action recommendations based on conversation context
3. Post-call, AI generates summaries extracting key moments, action items, customer concerns, next steps - syncs to CRM opportunity records with searchable transcript
4. Conversation data feeds Clari platform updating deal risk scores, forecast accuracy, and pipeline health based on sentiment analysis and engagement patterns from calls
5. Managers receive coaching insights showing which reps need development based on talk-time ratios, question quality, objection handling effectiveness correlated to win rates

Our Take: Clari Copilot is convenient add-on for existing Clari forecasting customers wanting conversation intelligence bundled with revenue orchestration. The real-time coaching cue cards are unique differentiator vs post-call-only competitors. But the conversation AI lags behind Gong and Chorus - transcription quality and behavioral analytics are "necessary to compete" but fail to match dedicated CI platforms' depth. For SMB teams under $15M ARR or teams prioritizing best-in-class conversation intelligence, the $190-230/user/mo bundled cost (base platform + Copilot) and weaker AI make it poor choice - Jiminny ($85/user standalone) or Fathom (FREE-$19/user) deliver superior conversation intelligence at 1/3rd to 1/10th the cost.

1. Real-Time Coaching Cue Cards

During live customer calls, Copilot displays contextual coaching in sidebar with talking points, objection handling scripts, competitive positioning, and next-best-action recommendations appearing in real-time based on conversation flow. Reps click cue cards for expanded guidance without leaving call interface.

Why it matters: Scales coaching across 100+ rep teams without requiring managers on every call - new reps get guidance during conversations vs only post-call feedback, reducing ramp time and improving talk-track consistency.

2. Automatic Call Recording & Transcription

Copilot auto-joins scheduled Zoom, Google Meet, and Microsoft Teams meetings to record and transcribe conversations with searchable transcripts, timestamp navigation, and AI-generated highlights surfacing key moments (pricing discussion, objections raised, next steps agreed).

Why it matters: Eliminates manual note-taking so reps focus on customer conversation rather than documenting details - managers review key moments in 2-3 minutes vs listening to 60-minute calls for coaching opportunities.

3. Conversation Analytics & Coaching Insights

Analyzes talk-time ratios (rep vs customer), question patterns, keyword mentions, filler words, engagement levels, and sentiment shifts - correlates conversation behaviors to deal outcomes showing which talk-tracks predict closed-won vs lost deals across rep cohorts.

Why it matters: Identifies coaching priorities based on data vs subjective manager assessment - shows which reps monopolize airtime, fail to ask discovery questions, or miss buying signals correlated with win rate impact.

4. Clari Revenue Platform Integration

Conversation insights feed directly into Clari forecasting and pipeline management - deal risk scores incorporate sentiment analysis from customer calls, managers see which opportunities need coaching based on conversation patterns indicating buyer disengagement or unresolved objections.

Why it matters: Unified platform eliminates context-switching between conversation intelligence (Gong) and revenue forecasting (Clari) - conversation data directly informs forecast accuracy and pipeline health vs siloed tools requiring manual correlation.

5. CRM Sync & Deal Intelligence

Syncs call recordings, transcripts, and AI summaries to Salesforce and HubSpot opportunity records with activity timeline integration. Deal intelligence surfaces action items, customer concerns, competitive mentions, and next steps extracted from conversations tied to CRM records.

Why it matters: Gives entire revenue team visibility into customer conversations without attending every call - account executives, SEs, CSMs see conversation history tied to deals for context on buyer journey and pending concerns.

1. Real-Time Coaching for New Reps

Scenario: Enterprise sales org with 200 reps needs to scale coaching for 30 new hires ramping on product positioning, discovery questions, and objection handling without requiring manager presence on every call.

Workflow:

1. New rep joins first customer discovery call with Copilot real-time coaching enabled in sidebar
2. During call, Copilot surfaces cue cards with discovery questions to ask based on conversation context ("Ask about current process", "Probe on timeline")
3. When customer raises pricing objection, Copilot displays objection handling script with value-based positioning and ROI talking points
4. Post-call, manager reviews transcript with conversation analytics showing talk-time ratio (rep 70% vs customer 30% - coaching needed on active listening)
5. Manager assigns coaching based on data: "Practice asking follow-up questions, aim for 40/60 talk-time ratio rep/customer"

Outcome: Reduced new rep ramp time by 25% by providing real-time guidance during customer conversations vs only post-call feedback - managers coach based on conversation data vs subjective assessment.

2. Forecast Accuracy with Conversation Insights

Scenario: VP Sales managing $50M pipeline needs to improve forecast accuracy by incorporating conversation sentiment and deal risk signals from customer calls into weekly forecast submissions.

Workflow:

1. Copilot records all customer calls across 150 reps, analyzes sentiment, engagement patterns, and unresolved objections from conversations
2. Conversation insights feed Clari forecasting platform - deals with negative sentiment or low engagement flagged as "at risk" in pipeline view
3. VP Sales reviews forecast with conversation-based risk scores showing which "Commit" deals have concerning call patterns (customer disengagement, pricing concerns unresolved)
4. Sales managers investigate high-risk deals, listen to key moments in calls, coach reps on addressing buyer concerns before deals slip
5. Weekly forecast accuracy improves from 65% to 82% by incorporating conversation data vs relying only on rep-entered CRM updates

Outcome: Increased forecast accuracy by 17 points by correlating conversation sentiment to deal outcomes - identified at-risk deals earlier based on call patterns vs waiting for reps to update CRM with slippage.

Clari Copilot uses enterprise bundled pricing requiring Clari base platform purchase. No pricing is publicly disclosed - all deals are custom quotes through sales process with 75+ user minimum.

Standalone Copilot pricing: ~$90/user/mo without base platform (if available, requires 75+ users)

Volume Discounts

• 75+ users: Meaningful discounts begin, typically 10-15% off list price
• 150+ users: Substantial breaks, typically 15-25% off list price
• 300+ users: Enterprise pricing, typically 25-35% off list price
• Multi-product: Buying Copilot + Forecasting + Groove together achieves better per-user pricing than single products

What We Recommend

For SMB teams under 75 reps: Skip Clari Copilot entirely - $190-230/user/mo bundled cost ($228K-276K/year for 100 reps) is massive overkill. Choose Jiminny ($85/user/mo = $102K/year standalone), Fathom (FREE-$19/user/mo = $0-23K/year), or tl;dv ($0-18/user/mo = $0-22K/year) for superior conversation intelligence at 1/3rd to 1/10th the cost.

For growing teams 75-150 reps: Still too early for Clari bundle - use dedicated conversation intelligence platform (Jiminny, Avoma, Chorus) at 1/2 to 1/3 the cost without revenue platform dependency.

For enterprise 150+ reps already using Clari: Copilot makes sense as add-on if you need conversation insights feeding forecast accuracy workflows. Negotiate volume discounts at 150+ and 300+ user tiers, start with Copilot-only before adding Groove sales engagement to bundle.

1. Evaluate if you're Clari-ready: Copilot requires Clari base platform ($100-120/user/mo) + 75+ user minimum for standalone purchase - if you don't have existing Clari investment and 150+ reps, start with Jiminny, Fathom, or tl;dv for better value.

2. Request enterprise demo: No free trial or public pricing - expect 3-6 week sales cycle with multiple stakeholder meetings, proof-of-concept, and custom quote based on team size and modules required.

3. Plan 1-2 month implementation: If adding to existing Clari deployment, budget 1-2 months for Copilot rollout. If deploying full Clari platform + Copilot from scratch, plan 2-4 months with professional services support.

Pro tip: Before committing to Clari bundled pricing at $190-230/user/mo ($228K-276K/year for 100 reps), demo Jiminny ($85/user standalone = $102K/year), Fathom (FREE-$19/user = $0-23K/year), and Gong (if enterprise budget) to compare conversation AI quality - most teams discover Copilot's convenience doesn't justify 2-3X price premium over superior standalone conversation intelligence platforms.

• Clari Copilot Website
• Request Demo
• Customer Case Studies
• Vendr Pricing Data
• Outdoo Pricing Guide
• Oliv AI Alternatives Guide

• Jiminny: Best-in-class conversation intelligence for SMB/mid-market at $85/user/mo standalone - superior AI coaching and behavioral analysis vs Copilot at 1/2 the bundled cost
• Clari Forecasting: Clari's core revenue platform ($100-120/user/mo) required for Copilot bundled pricing - conversation insights feed forecast accuracy and pipeline health
• Gong: Enterprise conversation intelligence with deeper behavioral analytics and competitive tracking than Copilot - choose if conversation AI is priority over unified revenue platform