Relevance AI vs Clari

Relevance AI

A visual drag‑and‑drop interface lets non‑technical users create AI agents by describing desired behavior in plain language, selecting LLMs, and adding tools. The builder abstracts model prompting, tool configuration, and workflow logic, enabling rapid prototyping and deployment without writing code. Empowers subject‑matter experts to automate complex sales tasks without relying on engineers, shortening time‑to‑value.

✓ Empowers subject‑matter experts to automate complex sales tasks without relying on engineers, shortening time‑to‑value

Clari

Clari's Revenue Forecasting AI represents a paradigm shift from traditional spreadsheet-based forecasting methods that rely on subjective rep inputs and manager intuition. The system ingests data from CRM records, email engagement, calendar activities, call recordings, and historical win/loss patterns to generate probabilistic forecasts at the deal, segment, and company level. The AI continuously learns from forecast outcomes, improving accuracy over time by identifying which signals most reliably predict deal closure. Sales leaders can drill down from company-level forecasts to individual deals, understanding exactly which opportunities are contributing to or detracting from the number, with AI-generated explanations for each prediction. Achieve 95%+ forecast accuracy and eliminate end-of-quarter surprises by replacing gut-feel predictions with data-driven AI forecasts.

✓ Achieve 95%+ forecast accuracy and eliminate end-of-quarter surprises by replacing gut-feel predictions with data-driven AI forecasts

Relevance AI

The Workforce feature lets users assemble hierarchies of specialized agents that collaborate like human teams. Agents can hand off tasks, share knowledge bases, and trigger one another via API, webhook, or built‑in triggers, supporting end‑to‑end sales processes from research to meeting booking. Scales complex, multi‑step sales workflows while preserving human‑like decision quality.

✓ Scales complex, multi‑step sales workflows while preserving human‑like decision quality

Clari

The Pipeline Inspection module provides sales managers and revenue leaders with a comprehensive, real-time view of every deal in the pipeline, automatically scored and ranked by health indicators. Unlike static CRM reports, Clari's pipeline view dynamically updates as new engagement signals are captured, surfacing deals that are stalling, lacking executive engagement, or showing competitive threat indicators. The system analyzes deal velocity, stakeholder mapping, activity recency, and dozens of other signals to generate a composite health score for each opportunity. Color-coded visualizations make it immediately apparent which deals require attention, while drill-down capabilities reveal the specific factors contributing to each deal's risk profile. Identify at-risk deals 2-3 weeks earlier than traditional methods, enabling proactive intervention before opportunities are lost.

✓ Identify at-risk deals 2-3 weeks earlier than traditional methods, enabling proactive intervention before opportunities are lost

Relevance AI

Relevance AI ships with pre‑built connectors for CRMs (Salesforce, HubSpot), email platforms, calendars, databases, and cloud services. Users can also add custom HTTP or Zapier triggers, allowing agents to read/write data across the entire tech stack. Eliminates manual data entry and enables agents to act directly in the tools sales teams already use.

✓ Eliminates manual data entry and enables agents to act directly in the tools sales teams already use

Clari

Clari's Conversation Intelligence automatically records, transcribes, and analyzes every sales call and meeting, extracting actionable insights without requiring any manual effort from sales representatives. The AI identifies key moments in conversations including pricing discussions, competitor mentions, objection handling, next step commitments, and buying signals. Managers can quickly review call highlights rather than listening to entire recordings, while the system automatically logs relevant information back to CRM records. The platform also enables coaching workflows, allowing managers to leave timestamped feedback on specific call moments and track improvement over time across their teams. Reduce manual CRM data entry by 80% while capturing 10x more deal intelligence from every customer conversation.

✓ Reduce manual CRM data entry by 80% while capturing 10x more deal intelligence from every customer conversation

Relevance AI

Plans allocate a monthly credit pool (e.g., 10,000 credits for Pro) that is consumed per agent action, with optional extra vendor credits for higher‑capacity LLM usage. Credits reset monthly, and unused credits roll over on Enterprise plans. Aligns cost with actual usage, making the platform affordable for startups and predictable for large teams.

✓ Aligns cost with actual usage, making the platform affordable for startups and predictable for large teams

Clari

Clari's Activity Capture engine automatically syncs emails, calendar events, and meeting data from sales team members, creating a comprehensive engagement timeline for every account and opportunity without requiring manual logging. The system goes beyond simple activity counting to analyze engagement quality, measuring factors like response times, email sentiment, meeting attendance patterns, and stakeholder involvement depth. Each account receives an engagement score that reflects the true health of the relationship, enabling sales leaders to identify accounts that appear active but lack meaningful executive engagement or accounts where engagement is declining despite recent activity. Eliminate hours of weekly CRM data entry while gaining complete visibility into actual customer engagement patterns.

✓ Eliminate hours of weekly CRM data entry while gaining complete visibility into actual customer engagement patterns

Relevance AI

The platform integrates the latest large language models, including Anthropic's Claude Sonnet 4.5 with up to 1 million‑token context windows, and offers a "Bring Your Own LLM" option for custom deployments on AWS Bedrock. Delivers higher reasoning quality, longer context handling, and competitive performance for complex sales conversations.

✓ Delivers higher reasoning quality, longer context handling, and competitive performance for complex sales conversations

Clari

The Revenue Operations Analytics suite provides executive leadership and RevOps teams with comprehensive dashboards and reports that illuminate the entire revenue engine's performance. The platform tracks key metrics including pipeline coverage ratios, stage conversion rates, average deal sizes, sales cycle lengths, and win rates across segments, products, and teams. Trend analysis capabilities reveal whether performance is improving or declining over time, while cohort analysis enables comparison of current quarter performance against historical patterns. Custom report builders allow RevOps teams to create tailored views for different stakeholders, from board-level summaries to detailed rep performance scorecards. Make data-driven decisions about territory planning, quota setting, and resource allocation with complete revenue visibility.

✓ Make data-driven decisions about territory planning, quota setting, and resource allocation with complete revenue visibility