Top 10 Clari Alternatives

Discover top Clari Capture alternatives for efficient document management. Find the perfect solution for your business needs

Sales and revenue management is an ever-changing landscape where the quest for seamless and accurate data capture is never-ending. Clari Capture, a formidable revenue intelligence platform, has adeptly shouldered this responsibility by automating the capturing of every crucial contact and activity detail throughout the sales cycle. 

However, as you look for excellence and competitive advantage, exploring alternatives that might offer unique benefits becomes imperative. This article looks at the ten Clari Capture alternatives ideal for anyone looking to boost their revenue intelligence efforts.

What is Clari Capture?

Clari Capture is a sophisticated revenue intelligence platform designed to enhance the revenue management process. Clari Capture is an automated data capture powerhouse, diligently capturing every revenue-critical signal that courses through your organization. Doing so eliminates the burden of manual data entry and the need for data cleansing. You can also do away with the complex task of matching this information to your records. 

Clari Capture empowers your sales team by reclaiming precious time that would otherwise go on data-related tasks while simultaneously elevating the data quality. The comprehensive solution extends its reach across communication channels, including email, calendar, calls, and more. It is a vital tool for sales teams seeking a more intelligent and efficient revenue process.

Top 10 Clari Alternatives in 2023

Here are ten Clari Capture alternatives worth exploring.

1. Nektar

Clari Capture alternatives

Nektar is a unified contact and activity capture solution that guards CRM data integrity and hygiene. Nektar is a reliable partner if you want a complete and accurate view of revenue intelligence. The platform ensures every piece of critical information is captured with precision. 

Seamlessly integrating with CRM systems helps it maintain the sanctity of your data, thereby safeguarding its accuracy and relevance. In doing so, Nektar enables your sales team to unlock the quickest route to revenue realization, providing a strategic advantage in today’s ever-competitive business landscape.

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Key features:

  • Actionable pipeline visibility
  • Accurate, complete CRM data and reporting
  • Account-based selling
  • Targeting untapped revenue opportunities

2. Match My Email

Match My Email is a meticulously designed solution that seamlessly synchronizes emails and calendars with Salesforce. One of its key differentiators lies in its approach to data management. With Match My Email, all email and calendar data is intricately interwoven with your Salesforce records, ensuring a centralized repository. 

The distinctive feature guarantees the permanence of email data within the Salesforce ecosystem, offering a cohesive and holistic view of your customer interactions. Moreover, Match My Email excels in the automation of email logging, relieving users of manual tasks while maintaining a comprehensive audit trail. The automation extends to precise reporting, where the system provides timely and reliable insights into your data. 

Key features:

  • Ensures accurate email and calendar data
  • Permanently stores email and calendar data
  • Compatible with any email client and host.

3. Einstein Activity Capture (EAC)

Einstein Activity Capture is a formidable tool tailored to empower sales representatives in their daily endeavors. The proficient tool facilitates a seamless connection between a representative’s email and calendar accounts and their Salesforce environment. Upon successful synchronization, emails and events are automatically and intelligently integrated into the activity timeline of pertinent Salesforce records. 

The meticulous record-keeping ensures critical interactions are effortlessly tracked and associated with relevant accounts. EAC meticulously reviews activities through its intelligent algorithms and provides valuable recommendations. These recommendations serve as guiding beacons, steering representatives in the direction that maximizes their efficiency and effectiveness in nurturing client relationships and progressing deals. 

Key features:

  • Captures email and events from Microsoft or Google account 
  • Adds events to the activity timeline of Salesforce records
  • Captures contact data for email insights

4. Revenue Grid

Revenue Grid is a leading revenue intelligence software many teams choose to fix revenue leakage, improve conversion rates, and enable growth. Its comprehensive features and exceptional performance make Revenue Grid stand out. The customizable platform seamlessly integrates with popular CRM systems and sales tools, making it an attractive choice for businesses of all sizes. 

Revenue Grid also offers reliable customer support, ensuring you have the assistance you need throughout your journey. Its results-driven focus on revenue growth and sales performance improvement makes it an ideal solution for businesses seeking tangible results. 

Key features:

  • 360-degree pipeline visibility
  • Actual and forecasted revenue match up
  • Revenue signals to improve the sales process

5. Linkpoint

LinkPoint is a comprehensive solution that streamlines the intricate process of email integration and Customer Relationship Management (CRM) record maintenance. Offering seamless and integrated inbox access, LinkPoint elevates efficiency and accuracy in managing communications and client interactions.

A standout feature of LinkPoint is its effortless email integration. Users can securely and promptly record emails within their CRM with just a single click. Furthermore, LinkPoint provides real-time CRM data access from within the email platform, eliminating users needing to toggle between applications. The feature empowers sales teams with immediate insights for informed decision-making.

Key features:

  • Simple one-click email recording
  • Custom Salesforce object and field detection
  • Secure client-side deployment

6. Collective[i]

Collective[i] offers a strategic approach dedicated to fostering productivity within sales teams, aiming to achieve better success. Collectivei’s mission is to enhance every facet of your sales ecosystem. It includes optimizing your data management, streamlining sales team operations, and fine-tuning the activities that drive revenue. The unique strength of Collectivei lies in its ability to achieve these improvements by leveraging your existing sales tools. 

For sales operations and marketing teams, Collectivei is a game-changer, offering a suite of tools for clean, comprehensive, and automated data collection. Collectivei ensures your data is accurate and actionable, empowering your teams to make informed decisions.

Key features:

  • AI-generated forecasting and opportunity odds
  • Automated activity and contact input into CRM
  • Transparency to remove unexpected misses with collaboration tools

7. Setsail

SetSail is a pioneering revenue intelligence software solution, purpose-built to empower modern revenue teams with actionable visibility. Its mission is to offer revenue teams precise and comprehensive sales data, a foundational pillar for informed decision-making and strategic enhancements.

SetSail’s remarkable capability is its proficiency in automating the identification of effective sales behaviors. Leveraging the troves of complete and accurate sales data, SetSail skillfully surfaces insights that pinpoint the strategies and actions that yield the most favorable results. These insights guide teams toward improved performance and continued learning, all backed by data-driven precision.

Key features:

  • Analyze top reps’ activities
  • Track behaviors that drive revenue for your business.
  • Data-backed signals to identify prosperous areas in your sales process

8. PeopleAI

PeopleAI is a professional-grade solution that enhances the quality and efficacy of your CRM system. People AI helps unlock a trifecta of essential elements for your CRM: completeness, accuracy, and automation. The solution ensures your CRM remains populated with comprehensive and highly accurate data. The data integrity commitment is the bedrock of reliable decision-making and strategic planning.

Furthermore, People AI extends its capabilities to sales pipeline and forecast management. Integrating activity-based metrics empowers teams with a pipeline and forecast they can trust. It results in a significant improvement in the ability to convert opportunities into actual revenue.

Key features:

  • Complete and automated CRM data
  • Advanced forecasting 
  • Align people, processes, and technology

9. Riva Engine

Riva-Clari Capture alternative

Riva Engine is a potent solution designed to address the challenges posed by the ever-expanding landscape of applications across revenue and communications stacks. In this era of data proliferation, Riva Engine catalyzes IT and Operations teams, equipping them with a robust toolkit to elevate the reliability and quality of deal and customer data management.

Riva Engine’s flagship offering, the Revenue Data Ops Engine, is meticulously crafted to cater to the intricate needs of modern sales teams. It empowers teams spanning Analytics, Go-to-Market, and Line of Business (LoB) by providing timely and accurate customer data. The access has an immediate and profound impact, fostering a culture of data trust and enhancing productivity.

Key features:

  • Automated data capture
  • Rev Ops sidebar
  • Integrated bookings


EBSTA Clari Capture alternatives

EBSTA is a sophisticated solution meticulously engineered to transform sales activity data into actionable insights. The dynamic platform empowers organizations to harness the power of their sales data for strategic purposes.

EBSTA’s key strength is converting sales activity data into insights that drive pivotal business processes. These insights are invaluable for pipeline reviews, forecast commits, and opportunity prioritization. Leveraging EBSTA’s capabilities will help sales teams make informed decisions that directly and positively impact revenue outcomes.

Key features:

  • Real-time opportunity data
  • Track sales activity across the customer journey
  • At-risk deal detection with actionable insights


  • What are the key factors when choosing a Clari Capture alternative?

When evaluating Clari Capture alternatives, it’s essential to consider integration capabilities, data accuracy, scalability, cost-effectiveness, and user-friendliness to ensure the selected solution aligns with your specific business needs.

  • How does the pricing of these alternatives compare to Clari Capture?

Pricing varies among Clari Capture alternatives. Some may offer more cost-effective options, while others could be more premium. Assessing your budget and requirements is essential to find the most suitable solution.

  • Do these alternatives support integration with other CRM systems besides Salesforce?

While Salesforce integration is a standard feature, some alternatives may also offer compatibility with other CRM systems. Checking if the option aligns with your existing CRM infrastructure is crucial.

  • What automation and data accuracy level can I expect from these alternatives?

The level of automation and data accuracy may vary among Clari Capture alternatives. Some solutions might excel in automating data capture and maintaining high accuracy, while others may prioritize different aspects. It’s advisable to review user reviews and product documentation to gauge performance.

  • Can these alternatives accommodate the specific needs of our industry or organization size?

Each Clari Capture alternative may have strengths that cater to different industries or organization sizes. Assessing these alternatives’ features, customization options, and use cases is essential.


In the ever-evolving landscape of document capture and data management, searching for the ideal solution is a pursuit of precision and efficiency. This list of the top 10 Clari Capture alternatives has presented diverse options, each with its unique strengths.

Whether your organization values integration, cost-effectiveness, scalability, or specialization, many suitable options exist. The decision ultimately rests on aligning your specific needs with the features and functionalities offered by these alternatives.


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“ has helped us operationalize playbooks for our Go To Market teams. Not only do we have clear visibility into the process gaps, but we can proactively and consistently guide the rep into taking the next best action in line with our GTM playbooks.”
Yash Reddy
Chief Business Officer