Clari Copilot (formerly Wingman) is the conversation intelligence module of Clari's revenue operations platform. Its integration with Clari's forecasting and pipeline management means call insights flow directly into deal reviews and revenue calls rather than living in a separate silo.
Product Overview
Clari Copilot records, transcribes, and analyzes sales calls — then routes those insights into the broader Clari platform where they inform pipeline health scores, forecast accuracy, and deal risk assessments. For Clari customers, this creates a unified view of deal health: what's being discussed in calls maps directly to how deals are tracked and forecast. For teams not yet on Clari, Copilot also functions as a standalone conversation intelligence platform.
RevOps Jobs-to-Be-Done
- Call insights in pipeline reviews — Surface conversation data from key calls directly within Clari deal reviews — so managers can understand deal health from actual conversations not just CRM field updates. KPI: Improve deal review quality by grounding pipeline discussions in conversation evidence
- AI battlecards during calls — Real-time battlecard surfacing when competitors are mentioned — reps get the right talking points at the right moment without leaving the call. KPI: Improve competitive win rates by giving reps context at the exact moment they need it
- Coaching from pipeline data — Identify which call behaviors correlate with deal progression and build coaching programs around the patterns that predict wins. KPI: Connect coaching to revenue outcomes rather than arbitrary activity metrics
Key Features
- Real-Time AI Coaching: Live guidance during calls — battle cards, objection handling prompts, and topic flags as conversations unfold.
- Integrated Pipeline Intelligence: Call insights flow into Clari's deal and pipeline health scoring for unified revenue visibility.
- CRM Auto-Update: Automatically updates Salesforce fields from call content — no manual data entry.
- Competitive Intelligence: Detects competitor mentions and surfaces relevant competitive positioning in real time.
- Coaching Hub: Manager coaching library with flagged moments, leaderboards, and performance trends by rep.
How It Fits Your Stack
Primary system of record: Salesforce (primary)
Key integrations: Salesforce, HubSpot, Zoom, Teams, Outreach, Salesloft
Data flows: Sales call → Clari Copilot AI analysis → CRM auto-update + Clari pipeline scoring → deal review integration.
Implementation & Ownership
- Time to first value: 1–2 weeks
- Implementation complexity: Medium — enterprise onboarding
- Typical owners: RevOps, Sales Ops, VP Sales
Pricing & Contracts
- Pricing model: Annual contract / bundled with Clari
- Indicative range: Part of Clari suite — contact for pricing
- Free tier: No
Who It's Best For
Clari customers who want conversation intelligence that integrates natively with their forecasting and pipeline workflows, or enterprise teams evaluating Clari's full revenue platform.
Good fit if:
- Existing Clari platform customers
- Enterprise sales teams wanting integrated call + forecast intelligence
- Teams where managers review deals in Clari
Probably not ideal if:
- Teams not on Clari who want standalone conversation intelligence — Gong or Gong-alternatives may be better fits
- SMB teams where Clari suite pricing is prohibitive
Proof & Buyer Signals
Ratings: 4.5/5 on G2
What buyers praise:
- Integration with Clari's pipeline view is seamless
- Real-time AI coaching is a differentiator vs. post-call analysis only
- Competitive intel during calls is genuinely useful
Common complaints:
- Best value only for Clari platform customers
- Standalone pricing is competitive with Gong but lacks depth
Pros
- Best conversation intelligence integration with revenue forecasting — native in Clari
- Real-time coaching during calls, not just post-call analysis
- Competitive intel surfacing at the moment of competitor mention
Cons
- Full value only if already on Clari platform
- Enterprise pricing not accessible for smaller teams
