Clari Copilot Information Reviews & Insights

Score8.7 out of 10

119 Reviews and Ratings

Community insights

TrustRadius Insights for Clari Copilot are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive User Interface: Several users have found Clari Copilot's user interface to be intuitive and easy to navigate. They appreciate the clear and intuitive design, which allows them to quickly find and access the features they need. This intuitive interface has made it easy for users to perform tasks efficiently.

Call Recording and Transcripts: Many reviewers have praised Clari Copilot's call recording feature. They find it helpful for various purposes such as training sales reps, ramping up new team members, and evaluating team performance. The ability to record calls and provide transcripts of conversations is particularly valuable, as it allows users to review and analyze the content for future references.

Keyword Filtering: A number of users appreciate the ability to filter calls by keywords in Clari Copilot. This feature saves them time as they don't have to listen to entire calls. They can easily find specific parts of the call that are relevant to their needs. Users feel that this feature improves their productivity and makes it easier to find important information.

Clari Copilot Reviews

36 Reviews

InformationComputer Software30Internet5Information Services1

Best tool for call recording and analysis in the market !

Rating: 9 out of 10

Incentivized

January 26, 2023

Use Cases and Deployment Scope

Since I am a Customer Success Manager, all my client meetings are recorded on Wingman. It helps the management review my calls and share feedback. Apart from this, it helps me analyze my meetings at a later point in time, clip the required meeting sections, share these recordings with the internal terms for collaboration or even share the Wingman recording with my clients if they are in need of the call recording. The dashboard is very simple to use and makes our life easier. We are easily able to analyze the call in detail, tag the required sections, and search and check specific keywords from the transcripts. It saves a lot of time for me and all the CSMs and makes us more productive on the calls as well.

Pros

Records the meetings with transcripts
The recordings are shareable both internally and externally
Easy to clip recordings and search for required keywords from the transcripts
Add the required comments to the recordings for future reference

Cons

The voice to text conversion can be more accurate
A feature to skip areas wherein there has been no conversation between the parties
AI based tags for the tone of the conversation in the meeting

Likelihood to Recommend

Wingman works really well if you wish to analyze your calls in detail after the meeting
It's very easy to identify specific sections of the meeting based on the transcripts recorded
Easy to trim the sections that are not necessary and share them recording both internally and externally
Ability to add comments to the recordings that can be used for future reference

Siddhant Salil

Customer Success Manager in Customer Service at VWO (Computer Software, 201-500 employees)

Vetted Review

1 year of experience

View profile

Great for Customer Success

Rating: 10 out of 10

Incentivized

January 26, 2023

Use Cases and Deployment Scope

Wingman helps me ensure I don't miss product requests and follow up items for my customers, helps to ensure what was said by the customer is clearly conveyed back to product and engineering and as a learning platform.

Pros

Call recordings
Snippets
Transcript

Cons

Viewing recording can be fuzzy
Searching calls doesn't always show all results
Cleaner UI

Likelihood to Recommend

Great for sales and customer experience to log feature requests and customer to dos, as well as sending back to the customer in regards to workshops/training sessions, etc.

Rebecca Boozan

Senior Customer Success Manager at Sleuth (Computer Software, 11-50 employees)

Vetted Review

1 year of experience

Wingman - One of the best Sales intelligence softwares I've used

Rating: 9 out of 10

Incentivized

January 25, 2023

Use Cases and Deployment Scope

We use Wingman to record all our customer/prospect calls. This helped us to create the sales playbook for ramping new hires. We leverage the call transcripts to create minutes of meeting which is very useful for our sales pipeline calls with the leadership team. The scope also included using the call recording to train sales reps

Pros

Call recording
Training Sales reps
Ramping new sales reps
Call transcripts

Cons

User Interface could be more fluid
Cue card functionality is hard to use
Call transcripts are notoriously unreliable at times

Likelihood to Recommend

Wingman would be well suited for any organisation with more than 5+ reps in their sales team. Recording all the demo calls will create a playbook which will help the reps learn from each other and also to ramp up new reps with how to conduct the demo and discovery calls.

Ram Venkatachalam

Senior Account Executive in Sales at PipeCandy (Computer Software, 51-200 employees)

Vetted Review

2 years of experience

View profile

True to its name - Wingman

Rating: 9 out of 10

Incentivized

January 23, 2023

Use Cases and Deployment Scope

It helps us track customer calls and share the recording with them when needed. I like the recording and transcription part, where it automatically records the calls and generates transcripts so we can go over them later, which is really helpful. It integrates with other apps such as Slack, HubSpot, etc.

Pros

Recording Calls on different Platforms
Generating transcription of a call and search capability
Trim and Share feature

Cons

Recording the entire call the moment a call is started
Transcription accuracy
Trim and share

Likelihood to Recommend

Automatic call recording, having transcription of the calls recorded, sharing the call with stakeholders.

Verified User

Employee in Product Management (Internet company, 51-200 employees)

Vetted Review

1 year of experience

Best Recording Tool

Rating: 9 out of 10

Incentivized

January 23, 2023

Use Cases and Deployment Scope

It records the call and sends me automated minutes of the call on slack, so integration and recording are great!!!

We do daily client onboarding and consulting calls so it needs to be recorded and Wingman helps us with that, you can also trim the recording before sending it for your engineering team and attach on tickets

Pros

Integration
Snippets
Recording

Cons

Video lagging
Ease of Use
Expensive

Likelihood to Recommend

I take an average of 5 calls daily and train my juniors and give sessions, so the call must be recorded and you can create playbooks in Wingman as well.In my experience,the annoying part is when you watch the recording it hangs for 10 sec in the start and I reported it a long time back still it happens only this issue is there!

Rutvik Mahendru

Customer Success Manager in Customer Service at Recruit CRM (Internet, 51-200 employees)

Vetted Review

1 year of experience

Verified on LinkedIn

Great for internal and external use!

Rating: 10 out of 10

Incentivized

January 23, 2023

Use Cases and Deployment Scope

We use Wingman for all sales and customer calls - it is a great way to be able to look back at what we talked about without having to focus on taking notes while on the call.

Pros

Helps with onboarding by allowing new employees to listen to the best calls
Helps with a long sales cycle
Helps with customer calls around issues or bugs

Cons

Haven't had any issues!

Likelihood to Recommend

Great for customer calls and employee onboarding!

Verified User

Employee in Professional Services (Computer Software company, 11-50 employees)

Vetted Review

1 year of experience

Wingman, ensures our team is aligned and has visibility to customer voice

Rating: 9 out of 10

Incentivized

December 9, 2022

Use Cases and Deployment Scope

We use it to record sales calls. Automate note taking, and as needed, use it for documentation to share with other team members of what we are hearing from customers in the front lines. We also use it for rep coaching and to show best practices to other teams within sales and beyond.

Pros

Call recording automated super seamless
Integration with other CRMs and calendaring solution
Audio to text functionality is great
responsive support

Cons

The AI functionality can be done better
Automating the note taking to fields in Salesforce
AI that converts voice to text could be improved

Likelihood to Recommend

If you need it for the fundamentals or basics such as note taking, call recording, ability to go back and view your calls to improve then it's a fantastic solution. If you're hoping for the AI to automate the note taking process where it automatically captures the fields your company wants you to track then I would steer away

Verified User

Employee in Sales (Computer Software company, 11-50 employees)

Vetted Review

2 years of experience

Insights and notes with Wingman

Rating: 7 out of 10

Incentivized

December 8, 2022

Use Cases and Deployment Scope

We use wingman at company level also and for my personal use also. Most of our team is working remotely and we do have lots of important meetings with client and internally also. Its very hard to keep track of everything and create notes so we do needed a solution around that which can take notes also do some intelligence on that for feedback.

Pros

Recording the meetings.
Intelligently taking notes and giving feedback.
Reports to see transcripts and recordings to here

Cons

Transcript conversions.
Intelligence in binding the sentences as said.
Avoiding language barrier when people mix different languages.

Likelihood to Recommend

It is very well suited in video conferencing and sales pitch calls. With internal engineering stand-ups and other sprint planning meetings also it has helped us but if there is an very informal meeting where people would tend to use different language and notes are not that important is good to pause wingman.

Rahul Jain

Senior Software Engineering in Engineering at Censius (Internet, 11-50 employees)

Vetted Review

2 years of experience

View profile

Wingman: Everything you need

Rating: 9 out of 10

Incentivized

November 23, 2022

Use Cases and Deployment Scope

It addresses all business issues with keeping track of your meetings. Records them, transcribes them, and even has additional features like tone, etc. Also, can send the customers a link very easy if they would like to review the meeting as well.

Pros

transcribe the call accurately
easily find the link
ability to re-watch the videos with ease

Cons

sometimes the zoom link in my gmail calendar invites is messed up?

Likelihood to Recommend

Any sales team needs a tool like Wingman, and while there are tools that record I think Wingman goes above and beyond.

Verified User

Employee in Sales (Computer Software company, 51-200 employees)

Vetted Review

1 year of experience

great product

Rating: 10 out of 10

Incentivized

October 14, 2022

Use Cases and Deployment Scope

The platform wingman is great for recording our calls and sending them to clients as well as reviewing for notes. I'm a big fan and would highly recommend it to anyone who is looking for a cost-effective solution to monitor calls or demos within a sales or customer-facing organization. They also have great support and training materials.

Pros

call recording
transcripts
highlighting notes

Cons

more accurate translations
sometimes it doesn't join the call
automated meeting scheduling

Likelihood to Recommend

They are great with call recording and playing the demos back for feedback. I feel they are strong when it comes to sharing the call with others and also making sure the talk-to-listen ratio is in a good spot. It would be less appropriate for coaching and note-taking.

andrew munds

Account Executive in Sales at canix (Computer Software, 11-50 employees)

Vetted Review

1 year of experience