Business & Marketing

Cluely AI

A sales rep joins a Zoom call with a skeptical enterprise buyer who starts pushing back on pricing 10 minutes in

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A sales rep joins a Zoom call with a skeptical enterprise buyer who starts pushing back on pricing 10 minutes in. While listening, Cluely AI watches the screen and instantly displays a competitor comparison and three rebuttal options the rep can use word-for-word. The rep stays confident, reads the suggested response naturally, and keeps the conversation moving without fumbling or promising to "circle back later."

Cluely AI functions as a real-time teleprompter for sales calls. It listens to conversations and watches your screen during video meetings, then surfaces relevant information exactly when needed. A rep discussing technical specifications can pull up uploaded product briefs automatically. Another facing objections about implementation timelines gets instant talking points. This software eliminates the scramble through documents or the awkward pause while searching notes.

The document sync feature lets teams upload sales briefs, one-pagers, or competitor battlecards. During calls, the system retrieves specific snippets based on what's being discussed. A rep doesn't search manually. The right information just appears. After the call ends, Cluely generates follow-up emails based on actual conversation content and pushes summaries directly into Salesforce or HubSpot.

Sales managers get value through Call Shadow Mode, though only on Enterprise plans. They can observe live calls silently and feed real-time coaching to reps without the prospect knowing. The system also scores deals based on conversation quality and buyer intent signals, helping managers prioritize which opportunities actually matter.

Cluely supports 50+ languages with accent-aware processing. It works across Zoom, Google Meet, Microsoft Teams, Amazon Chime, and Cisco WebEx without downloads. Teams can deploy custom talk tracks through Playbook Mode, standardizing messaging across reps, though this also requires Enterprise access.

Here's where it doesn't work. New reps who need foundational sales training won't find a replacement for actual coaching. This software delivers responses, not skill development. Companies selling highly technical products with constantly changing specs might struggle since document uploads require manual updates. If your product details shift weekly, you're always uploading new materials.

Win Rate Analytics shows as "Coming Soon," so teams can't yet track performance metrics across calls. Gong integration also isn't live yet, limiting workflow options for teams already using that system. Call Shadow Mode, Data-Powered Insights, and Playbook Mode all sit behind the Enterprise tier, making them inaccessible for individual reps or small teams on the Pro plan.

Sales reps working primarily over phone (not video) might find reduced value since screen-watching capabilities matter less. Companies with strict compliance requirements around call recording and AI assistance should verify their policies first. This software works best when prospects don't know it's running, which creates potential transparency issues in regulated industries.

Pro tier costs $15 monthly during beta launch with unlimited AI sessions, live objection handling, and unlimited document uploads. Yearly plans save 50%. Enterprise Solutions require custom pricing and provide access to manager-focused features plus admin controls.

Teams doing high-volume transactional sales with standardized objections get clear value. Enterprise sales organizations with complex products and longer cycles benefit from document retrieval and manager coaching tools. Solo reps or small startups needing just basic call recording should look elsewhere. Companies wanting sophisticated analytics should wait for Win Rate features to launch.

Frequently asked

7 questions

Does Cluely AI work during phone calls or only video meetings?

A field sales rep closing deals over traditional phone lines would lose most of Cluely's value since the screen-watching capability drives much of the functionality. The system works specifically with Zoom, Google Meet, Microsoft Teams, Amazon Chime, and Cisco WebEx video platforms where it can monitor both audio and what's displayed on screen. An inside sales rep doing video demos would get full access to real-time prompts, document retrieval, and objection handling as the conversation unfolds. Phone-only sellers should look at tools built specifically for voice calls rather than video meeting environments.

Can individual sales reps use Cluely AI or does it require a team plan?

A solo insurance broker working independently can subscribe to the Pro plan at $15 monthly and get unlimited AI sessions, live objection handling, and document uploads without needing teammates. The system functions perfectly fine for one person running sales calls alone. An enterprise sales manager wanting Call Shadow Mode to observe reps in real-time would need the Enterprise tier since those coaching features aren't available individually. Individual contributors get the core teleprompter functionality while management and analytics tools require organizational purchase.

What happens if Cluely AI doesn't have the right information during a sales call?

A SaaS sales rep facing questions about a feature launched two weeks ago wouldn't get relevant prompts if they haven't uploaded updated documentation since the system only retrieves from materials already in the library. The AI can't access information it doesn't have, so keeping documents current matters significantly. A rep selling products with stable specifications could upload battlecards once and rely on them for months. Companies with constantly evolving technical specs or frequent product updates would spend substantial time maintaining the document library or risk getting outdated suggestions mid-call.

Does Cluely AI offer a free trial or free plan?

A sales development rep wanting to test the software before committing would need to pay the $15 monthly Pro fee immediately since there's no free trial or freemium tier available. The beta launch pricing represents the lowest entry point with no option to experiment without payment. An early adopter could grab the Founding Advisor discount at 50% off, though that requires qualifying for the program. Teams considering annual commitments save 50% compared to monthly billing, but still pay upfront without testing the tool first during actual sales calls.

Can sales managers coach reps in real-time while they're on calls?

A sales director managing a team of five reps couldn't access Call Shadow Mode on the $15 Pro plan since that feature sits exclusively in the Enterprise tier. An enterprise organization with 50+ sales reps could purchase Enterprise access and let managers silently observe live calls while feeding coaching prompts the prospect never hears. A VP of Sales at a mid-sized company wanting this capability would need to contact Cluely for custom Enterprise pricing rather than simply upgrading from Pro. The shadow coaching functionality specifically serves larger organizations with dedicated management layers, not individual team leads on standard plans.

Which sales situations actually benefit from using Cluely AI?

A mortgage broker handling 30 similar objections weekly about interest rates and closing costs would get immediate value from pre-loaded battlecards that surface automatically when prospects push back. An enterprise software seller navigating complex technical questions during 90-minute demos could pull up specific product documentation without breaking conversation flow. A new business development rep still learning the fundamentals wouldn't improve since Cluely delivers answers but doesn't teach selling skills or strategy. High-volume transactional sales with repetitive objections and enterprise deals requiring detailed product knowledge represent the sweet spot, while sellers needing foundational coaching should invest in training instead.

What features are missing or not available yet in Cluely AI?

A sales operations manager wanting to track team performance through Win Rate Analytics would find that capability marked as Coming Soon with no launch timeline provided. Teams already using Gong for conversation intelligence can't integrate it yet since that connection remains Enterprise-only and unreleased. A startup with three sales reps couldn't access Playbook Mode, Data-Powered Insights, or Call Shadow Mode since those features require Enterprise tier purchase regardless of when they launch. The core real-time prompting and objection handling work now, but analytics, advanced integrations, and manager tools either don't exist yet or cost significantly more than the $15 Pro plan.