Business Software for Clari

Shift is the first fully customizable browser that empowers you to make the most of your life online. Shift allows you to drag and drop apps, bars, and controls, to create a central hub that adapts to however you work. Sign into 1,500+ web apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. In addition, Shift is proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on.

Slack is a cloud-based project collaboration and team interaction software solution specially designed to seamlessly facilitate communication across organizations. Featuring powerful tools and services integrated into a single platform, Slack provides private channels to promote interaction within smaller teams, direct channels to help send messages directly to colleagues, and public channels that enables members across organizations to start conversations. Available on Mac, Windows, Android, and iOS apps, Slack offers a plethora of features that include chat, file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and more.

Data to power your entire business. Clearbit is the marketing data engine for all of your customer interactions. Deeply understand your customers, identify future prospects, and personalize every single marketing and sales interaction. Rely on fresh, accurate data with our proprietary real-time lookups. Then act on new information immediately, with sales alerting and job change notifications. Get company attributes like employee count, technologies used, and industry classification—and get employee details like role, seniority, and even job change notifications, right at your fingertips. With our dataset and machine learning algorithms, you’ll have all of the information you need to convert leads and grow your business. Get the right data directly into the tools you already use. We built Clearbit from the ground up to integrate right into your existing stack, providing uniform, seamless data across your sales, marketing, and analytics teams.

Gong is a leading revenue intelligence platform designed to help businesses drive predictable growth by capturing every customer interaction and turning these insights into actionable decisions. With features like Gong Forecast, Gong Engage, and Gong AI, the platform empowers teams to optimize their sales process, improve forecast accuracy, and enhance customer engagement. It integrates seamlessly with your existing tech stack, providing real-time data and analysis to fuel better decision-making across revenue teams. Gong helps organizations achieve better pipeline management and improve conversion rates with AI-powered insights.

Salesloft’s Revenue Orchestration Platform uses AI-powered tools to optimize and automate the sales process, allowing sales teams to prioritize and act on buyer signals in real time. With key capabilities like Cadence, Rhythm, Conversations, and Deals, Salesloft helps businesses build and nurture sales pipelines, manage opportunities, and close deals faster. The platform also provides robust analytics, sales forecasting, and actionable insights to ensure that sales teams always take the right steps at the right time. Salesloft integrates seamlessly with existing sales tech stacks, offering tools to streamline workflows and drive predictable revenue growth.

Target the right buyers, understand key insights, and engage with personalized outreach. Keep track of key lead and company changes. Reach and engage with prospects. Find the right people and companies with a search experience that delivers the most relevant prospects. Quickly discover the right people at your target accounts with suggestions customized for you. Automatically save the leads and accounts you are selling to and log Sales Navigator activity to CRM in a single click. Get relevant insights on your accounts and leads, including job changes. Organize your leads and accounts with tags, and take notes that can be synced back to CRM. View the expanded list of who’s viewed your profile in the last 90 days. Automatically save the prospecting leads and accounts you are selling to and log Sales Navigator activity to CRM in a single click.

Take a modern approach to sales and marketing with Highspot, the industry's most advanced sales enablement platform. With Highspot, sales and marketing teams can identify and optimize best practices in order to engage buyers and close sales quickly and effectively. Highspot offers powerful content management, email and live pitches, analytics, integration with existing marketing and sales tools, and patented AI technology to power best-in-class content search and recommendation.

Clari Copilot (previously Wingman) turns your revenue team into serial closers by helping them win every revenue-critical moment. With Clari Copilot’s conversation intelligence platform, reps and managers have everything they need to compete fiercely, spot revenue leak, and close deals faster. With Clari and Clari Copilot coming together, you have everything you need to run revenue on one platform. With Clari Copilot, your conversation data lives right where your sales team works, in Clari. Top sales teams at Chargebee, Oktopost, PartsBase and Properly Homes trust Clari Copilot to run their revenue.

Modern customers are conditioned to evaluate without you. They’re used to flexibility & self-serve – even for their largest purchases! The buying experience is overwhelmingly complex. More options to evaluate, stakeholders to coordinate, and hoops to jump through. The average sales process is just that, a sales process – not a buyer journey. They aren’t looking to be qualified. They have a problem to solve. Partner with prospects & customers to prevent lost deals, stalled onboardings, and missed revenue goals. Implement a repeatable sales & success process that’s collaborative with customers. Adopt winning strategies, templates, and tactics used by 100s of high-growth startups. Partner with dedicated sales experts to customize. Drive engagement and accountability with a shared understanding of next steps, milestones, timelines, and business objectives.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

Lative is a revenue planning, strategy, and execution tracking platform that enables you to achieve profitable efficient growth. Connect top-down targets and plans to bottom-up operating data to make better investment decisions and hit targets. Achieve profitable efficient growth by accurately calculating your sales productivity and return on investment in real time to make better investment decisions. Connect your top-down revenue plans with bottoms-up operational data to give a cohesive and complete overview of your sales organization. Identify any gaps in real-time and model multiple what-if scenarios with AI to ensure you hit your sales targets. Fast time to value with seamless connectivity and integration. Consolidate your data across 150+ diverse data sources to provide a single source of truth. Accurate and real-time revenue insights for agile decision-making to keep pace with the ever-evolving demands of your business.

5X is an all-in-one data platform that provides everything you need to centralize, clean, model, and analyze your data. Designed to simplify data management, 5X offers seamless integration with over 500 data sources, ensuring uninterrupted data movement across all your systems with pre-built and custom connectors. The platform encompasses ingestion, warehousing, modeling, orchestration, and business intelligence, all rendered in an easy-to-use interface. 5X supports various data movements, including SaaS apps, databases, ERPs, and files, automatically and securely transferring data to data warehouses and lakes. With enterprise-grade security, 5X encrypts data at the source, identifying personally identifiable information and encrypting data at a column level. The platform is designed to reduce the total cost of ownership by 30% compared to building your own platform, enhancing productivity with a single interface to build end-to-end data pipelines.

Truto is built to be declarative from the ground up. You can add new and customize every existing Integration and Unified API that we provide. Play around with the product without having to plug in your real accounts. We provide sandbox accounts for all the integrations that we support. We believe that the best developer experience is achieved by hand-crafting SDKs. We understand how frustrating it is when the API and documentation differ like oranges and apples. Truto offers options to store data in a region of your choice. Push data from third-party APIs directly to your database. Truto offers support for vector databases too. With self-hosting options, data will never leave your virtual private cloud. With advanced user management, control access for team members.

Opine is the AI‑powered presales and post‑sales OS your solutions engineers will fall in love with, the only platform that lets your sales and customer engineers plan, execute, and automate their work in one place, reducing admin tasks and enhancing visibility. With its modular workbench, featuring deals, customers, evaluations, playbooks, requests, and trends, Opine centralizes every aspect of the presales lifecycle, turns deals into auto‑tracked projects, synchronizes opportunities from your CRM, and provides a Notion‑style dashboard where SEs can manage tasks, follow‑ups, and technical documentation. Its AI deal shepherd generates real‑time updates and recommendations, extracts actionable insights from Zoom and Slack communications, and ensures clear success criteria are defined and aligned with customers. Built‑in analytics assess process maturity and measure Pure ROI per SE by eliminating hundreds of admin hours.

Use Pocus across your teams to increase their efficiency while driving business growth across the company. Manage product users, inbound leads, and warm outbound with one platform. Create rich customer profiles by connecting the dots between your customer data and intent signals. Simplify enrichment with access to 14+ data providers out-of-the-box in Pocus. Build a pipeline and close more revenue, consistently. Transform rep workflows from siloed to streamlined with AI-powered prospecting, research, and playbook optimization. The old approach of more volume, more point solutions, more spray and pray outbound no longer works. Precise signals to power every GTM playbook across the entire customer journey. Targeted outreach that reaches the right customer at the right time, all the time. You need better, smarter playbooks and unified workflows, all powered by AI. Manage product-led sales, warm prospecting, and cold outbound with one platform.

Deliver the onboarding, training, and coaching your team needs to become trusted advisors and exceed targets with Showpad Coach. Build and deliver scalable, repeatable onboarding programs with a unified content and coaching solution. Equip new hires with the knowledge and skills they need to perform at a high level from day one. Better onboarding with Showpad Coach accelerates sales cycles, promotes higher quota attainment, and helps managers get more out of new hires faster. Deliver bite-sized learning experiences easily with Showpad Coach. Arrange training in paths that encompass both courses and real-world assignments. Keep sellers engaged in learning with interactive courses, live training, video recordings, and real-time leaderboards where they can compete and learn from their peers. Ensure sales teams can apply what they learn and optimize effectiveness with practice. Showpad Coach provides AI-assisted coaching with instant, actionable feedback on recorded sales pitches.

Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address.

Yess is an AI-driven sales engagement platform that transforms pipeline creation into a collaborative team sport by enabling SDRs and account executives to involve internal experts, such as technical leaders, executives, or peers, in prospect outreach with just one click. Its AI pipeline collaboration and team intelligence features automatically identify the best person to reach each prospect based on proximity, mutual connections, role, and past interactions, dramatically increasing credibility and conversion rates. The platform supports executive, peer-to-peer, and network-based outreach, as well as multi-person, multichannel sequences and escalation flows, all coordinated via intuitive workflows. It empowers SDRs to orchestrate high-impact outreach at scale while ensuring controlled, secure execution through customizable approval processes and seamless Slack integration. Yess also automates customer research and personalized meeting preparation.

AI-driven data platform that automatically delivers insight on how to beat the revenue plan. Our ML algorithms use signals across the entire revenue funnel, so you can plan with confidence beyond the current quarter. Look beyond your known opportunities and simulate scenarios to maximize your growth. Stay ahead of surprises with AI that detects anomalies in KPIs that have a material effect on revenue. Make adjustments in time to still hit your number. Track the performance of your revenue metrics overtime with our rich catalog of funnel metrics. Identify bottlenecks and critical sub-segments with our AI-powered automated insights. Our unified data platform brings together data from across marketing, sales, product and finance – without needing a team of data engineers. Empower your business leaders with purpose-built revenue analytics and enable your data scientists + analysts with a cleaned and curated data warehouse of all your SaaS revenue data.