Wingman

Wingman, now rebranded as Clari Copilot, is a real-time sales execution platform designed to boost sales volume by providing agents with pipeline visibility and live coaching during customer conversations.

Reviewed by 7wData

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Publisher review

Wingman, now rebranded as Clari Copilot, is a real-time sales execution platform designed to boost sales volume by providing agents with pipeline visibility and live coaching during customer conversations. It targets sales teams at mid-market and enterprise organizations seeking to improve conversion rates through data-driven insights. The tool integrates seamlessly with platforms like Zoom and Outreach, allowing representatives to receive immediate cue cards and mark key moments for note-taking or summary creation. It has been recognized as a Mid-Market High Performer by G2 in Winter 2023 and listed on Capterra's Shortlist in 2022, positioning it as a practical solution for optimizing sales strategies.

The platform works by automating the capture of sales activities—calls, meetings, emails—and logging them into an automated sales record. Its reliable transcription service accurately identifies speakers in multi-participant calls, though some users report the voice recognition AI takes longer to learn certain accents. Pre-built features analyze calls and highlight important ones based on factors like talk ratio or keyword mentions, enabling quick review and search. The setup process is straightforward: users click to launch, walk through configuration, and can start pulling client data within hours, reducing manual data entry time significantly.

In the competitive landscape, Wingman/Clari Copilot competes with data governance and management platforms such as Collibra, Microsoft Purview, Atlan, Informatica, Alation, and Snowflake Horizon. However, its focus is distinct: rather than unified data governance, it specializes in real-time sales coaching and pipeline visibility. This niche allows it to differentiate from broader data platforms, though it lacks the customization and reporting depth of some competitors. The tool is best suited for sales teams that prioritize conversation intelligence over comprehensive data cataloging.

Honest trade-offs include notification fatigue in large teams, where constant alerts can overwhelm users. The free tier imposes limitations on features like advanced analytics and integration depth, pushing teams toward premium plans starting at $10 per month. Privacy concerns arise from data storage practices, as conversations and client data are stored on Clari's servers, which may not meet strict compliance requirements for some enterprises. Additionally, limited customization and reporting features restrict adaptability to specific business needs, and voice recognition struggles with non-native accents can reduce transcription accuracy.

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How it works

  1. Real-time coaching

    Provides live cue cards and prompts during sales calls to help agents stay in sync with customers and improve conversation outcomes.

  2. Automated activity logging

    Automatically logs calls, meetings, and emails into a searchable sales record, simplifying account management and deal tracking.

  3. Call transcription and analysis

    Transcribes multi-participant calls with speaker identification and highlights key moments based on factors like talk ratio or keywords.

  4. Integration ecosystem

    Seamlessly integrates with Zoom, Outreach, and other third-party tools to streamline sales workflows without manual data entry.

  5. Pipeline visibility

    Offers dashboards and reports that give sales agents and managers real-time insight into deal progress and opportunity identification.

  6. Quick setup and onboarding

    Setup takes minutes with a guided walkthrough, enabling teams to start capturing client data and reducing hours of manual work.

  7. Mobile experience

    Provides a strong mobile app for accessing call recordings, notes, and pipeline data on the go, supporting remote sales teams.

Strengths and trade-offs

Strengths

  • Reliable messaging and calls with consistent uptime, as reported by thousands of teams on platforms like Noizz.
  • Easy team onboarding with a setup process that takes minutes, reducing hours spent on manual data pulling per week.
  • Rich integration ecosystem that seamlessly connects with Zoom and Outreach, streamlining sales workflows without manual data entry.
  • Strong mobile experience allows agents to access call recordings and pipeline data on the go, supporting remote sales teams.

Trade-offs

  • Notification fatigue can overwhelm users in large teams due to constant alerts from call analysis and activity logging.
  • Free tier limitations restrict access to advanced analytics and integrations, pushing teams toward paid plans starting at $10 per month.
  • Privacy concerns arise from data storage on Clari's servers, which may not meet strict compliance requirements for some enterprises.
  • Voice recognition AI takes longer to learn certain accents, reducing transcription accuracy for non-native English speakers.

Pricing context

Free tier available with basic features; premium plans start at $10 per month per user, with a 14-day free trial for the founding plan at $9.99.

Getting started with Wingman

  1. Sign up for Wingman

    Go to the Wingman website and create an account. Choose the free tier or select a premium plan starting at $10 per month per user. Complete the registration with your email and set up your team profile.

  2. Connect your tools

    Integrate Wingman with your existing sales platforms like Zoom and Outreach. Navigate to the integrations section in settings, authorize the connections, and grant permission for Wingman to access call and meeting data.

  3. Configure coaching settings

    Set up real-time coaching by defining cue cards and key moment markers. In the configuration panel, specify keywords, talk ratio thresholds, and alert preferences to tailor the coaching to your team's needs.

  4. Run your first call

    Launch a sales call through Zoom or your connected platform. Wingman will automatically transcribe the conversation, display live cue cards, and log the activity. Review the transcription and key moments after the call ends.

  5. Review pipeline insights

    Access the dashboard to view automated activity logs and pipeline visibility reports. Filter calls by talk ratio or keyword mentions to identify high-priority deals. Use the mobile app to check data on the go.

Frequently Asked Questions

What is Wingman and how does it work for sales teams?

Wingman, now rebranded as Clari Copilot, is a real-time sales execution platform. It boosts sales volume by providing agents with pipeline visibility and live coaching during customer conversations. The tool automates capture of calls, meetings, and emails into a searchable sales record.

How much does Wingman cost per user?

Wingman offers a free tier with basic features. Premium plans start at $10 per month per user. There is also a 14-day free trial for the founding plan at $9.99. Teams may need to upgrade to access advanced analytics and deeper integrations.

What integrations does Wingman support with sales tools?

Wingman seamlessly integrates with platforms like Zoom and Outreach. This allows representatives to receive live cue cards during calls and mark key moments for note-taking. The integration ecosystem streamlines sales workflows without requiring manual data entry.

What are the main weaknesses of Wingman for large teams?

Notification fatigue can overwhelm users in large teams due to constant alerts from call analysis and activity logging. Voice recognition AI takes longer to learn certain accents, reducing transcription accuracy for non-native English speakers. Privacy concerns arise from data stored on Clari's servers.

How does Wingman's call transcription and analysis feature work?

Wingman transcribes multi-participant calls with speaker identification. It highlights key moments based on factors like talk ratio or keyword mentions. Pre-built features analyze calls and enable quick review and search, though voice recognition may struggle with some accents.

Is Wingman suitable for enterprise compliance requirements?

Wingman stores conversations and client data on Clari's servers, which may not meet strict compliance requirements for some enterprises. Privacy concerns are noted as a weakness. Teams with rigorous data governance needs should evaluate if the platform aligns with their policies.

Alternatives

How Wingman compares

Direct head-to-head against 3 competitors. Picked by 7wData.

This tool

Wingman

Pricing
Free tier available with basic features; premium plans start at $10 per month per user, with a 14-day free trial for the founding plan at $9.99.
Target
Wingman, now rebranded as Clari Copilot, is a real-time sales execution platform designed to boost sales volume by providing agents with pipeline visibility and live
Strength
Reliable messaging and calls with consistent uptime, as reported by thousands of teams on platforms like Noizz.
Watch for
Notification fatigue can overwhelm users in large teams due to constant alerts from call analysis and activity logging.

Demodesk

Pricing
EUR 49/user/month annual. No platform fee.
Target
Teams wanting CI plus CRM automation plus coaching in one tool.
Deployment
No forecasting module.
Strength
AI agents auto-generate follow-ups, score calls, flag risks, update CRM.
Watch for
Not built for outbound cadence or pipeline forecasting.

Gong

Pricing
USD 1,600/user/year reported. Platform fee USD 5K–50K.
Target
Enterprises with USD 250K+ budget.
Deployment
Complex, requires dedicated resources.
Strength
Deep conversation analytics, deal intelligence, single-vendor solution.
Watch for
High cost and implementation burden.

Avoma

Pricing
Starter USD 19/user/month, CI add-on USD 29/user/month.
Target
SMBs/mid-market needing CI without enterprise complexity.
Deployment
Simpler setup than enterprise tools.
Strength
Affordable with solid transcription and meeting notes.
Watch for
Less sophisticated AI than premium alternatives.

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Sources

Reporting on this tool draws on these publicly available sources.

  1. www.instagram.com
  2. www.joinsecret.com
  3. noizz.io
  4. www.tinybird.co