CRM Automation

For the first time, your CRM data is complete.

While reps spend a considerable amount of their time on data entry, roughly 70% of the buyers they meet with aren’t logged in a CRM. Reps aren’t neglectful—they’re facing an impossible task. Clari solves this by using AI to automatically capture all your sales and activity data, so reps aren’t wasting time on unproductive manual entry. The result? Sales leaders can coach and strategize based on complete data and reps can spend more time closing deals.

Contact Creation

Clari captures every sales contact and automatically adds them to your CRM.
Opportunity Association

Clari uses automation to make sure new and existing contacts are associated with the appropriate opportunities.
Activity Logging

Clari uses customer engagement data captured from emails, calendars and more, to create detailed activity records in your CRM.

How CRM automation works.

Clari harvests activity metadata and external participants from calendar invites, email threads and more, and then uses that data to create new contacts and activities within your CRM. Then it automatically fills in contact information—like names, titles and phone numbers—and associates contacts with their respective opportunities. The result? You get better data, faster—all without lifting a finger.

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