Move your team from Chorus to Clari.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Clari — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Chorus is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both tools auto-join scheduled meetings via a bot and produce speaker-labeled, searchable transcripts stored in the cloud. To migrate from Chorus to Clari Copilot: export existing Chorus call recordings (video files) and transcripts (TXT/CSV) from the Chorus web app before deactivating the bot, then store archives in your team drive or CRM notes for historical reference. On the Clari side, have an admin connect Copilot to your conferencing provider (Zoom, Webex, Teams) via the Clari Integrations admin page at copilot.clari.com; the Copilot bot will then auto-join new calendar-linked meetings. Configure topic-tagging categories (objections, next steps, competitor mentions) in Copilot's admin settings to replicate the contextual search Chorus provides. For the reverse direction (Clari to Chorus), export Copilot transcripts via CSV from the Copilot portal and archive them; connect the Chorus Zoom integration and enable the auto-invite bot so Chorus joins future calls automatically.
- Warning: Chorus includes unlimited call recordings on all paid plans; Clari Copilot pricing is quote-based with no published recording-hour limit, so verify storage and retention caps with the Clari account team before migration.
- Warning: Historical Chorus recordings cannot be imported into Clari Copilot's native library — both archives must be stored externally (e.g. in CRM attachments or a shared drive) once you switch.
- Warning: Chorus has a native Zoom integration that joins without a manual bot invite; Clari Copilot requires admin-level OAuth connection to Zoom or a supported conferencing provider before auto-join works.
Both products flag competitor and topic mentions across a call library using keyword/phrase trackers, surfacing aggregate dashboards showing how often each competitor appears and in what deal context. To migrate from Chorus to Clari Copilot's competitive tracking: document all Chorus contextual tracker configurations (competitor names, keyword groups, pricing objection phrases) — these live in Chorus admin under Trackers. Recreate the same keyword groups in Clari Copilot's admin panel (Topics & Trackers section); Copilot will then tag new calls automatically. Historical call data from Chorus is not importable, so competitive trend dashboards in Copilot will build from zero on migration date — plan a parallel run of both tools for at least one quarter if historical trend continuity is important for revenue or product teams. For the reverse migration (Clari to Chorus): export Copilot tracker configurations and rebuild them as Chorus contextual trackers in the Chorus admin.
- Warning: Chorus surfaces competitive intel in a dedicated Trackers dashboard with trend charts over time; Clari Copilot's competitive mentions are surfaced per-call via topic tags and require navigating the call library rather than a purpose-built competitive dashboard, which may reduce analyst usability.
- Warning: Historical Chorus call library data showing competitor mention frequency cannot be migrated to Clari Copilot — competitive trend baselines are lost at cutover, which is significant if the team uses win/loss data in quarterly business reviews.
- Warning: Chorus can automatically import competitor mention context into ZoomInfo's broader market intelligence layer if the org uses ZoomInfo; Clari Copilot does not have this cross-product signal-sharing capability.
Both Chorus and Clari Capture automatically write call summaries, contact records, and activity logs to CRM (primarily Salesforce) without rep manual entry. To migrate from Chorus to Clari Capture: first audit which Salesforce fields Chorus is populating (call duration, summary, next steps, contact roles) by pulling a sample Salesforce activity report; then configure Clari Capture via the admin OAuth flow (Settings > Integrations in the Clari web app) connecting the same Gmail/Google Workspace or Microsoft 365 accounts Chorus was reading. Capture will begin writing email and calendar activity to matching opportunity records automatically. For call-level summaries, pair Capture with Clari Copilot so post-call summaries and transcripts are also logged. Test on a pilot rep's account before disabling Chorus sync. To migrate in the reverse direction (Clari Capture to Chorus): connect Chorus to Salesforce using the CRM sync setup in Chorus admin, then disable Capture's Salesforce write-back to avoid duplicate logging.
- Warning: Chorus syncs call-level summaries and next steps from recorded calls; Clari Capture focuses on email and calendar activity — call data requires Clari Copilot as well, meaning two Clari modules must replace Chorus's single sync.
- Warning: Clari Capture's contact-matching heuristics may misfile activities against wrong opportunities in early days; reps should review the daily digest in the Clari web app and correct associations before disabling Chorus as a cross-check.
- Warning: Chorus's CRM sync includes ZoomInfo-enriched contact data (org chart, job title); Clari Capture does not enrich contacts by default — a separate data enrichment integration (ZoomInfo, Clearbit) would need to be configured.
Chorus Deal Intelligence and Clari Inspect both surface at-risk deals using engagement signals and AI scoring, but they feed from different data sources. To move from Chorus to Clari Inspect: ensure Clari Capture is running and Clari Copilot is connected so Inspect receives both email/calendar and call activity signals; then configure Clari's CRM integration (Salesforce, HubSpot, or Pipedrive) so opportunity fields are synced. Once Inspect is receiving live deal signals, managers can open the Inspect module, apply health-score filters, and replicate the deal-review workflow previously done in Chorus's account activity timeline. Deal health thresholds and score-tier filters in Inspect can be tuned by an admin. For the reverse migration (Clari Inspect to Chorus): connect Chorus to the same CRM, verify that call and email activity is populating Chorus's deal momentum view, and retire Inspect's scoring view once reps confirm parity.
- Warning: Chorus Deal Intelligence draws signals primarily from recorded call activity; Clari Inspect combines email, calendar, and call signals — teams that only route phone calls through Clari Copilot (and not email) will see incomplete Inspect scores.
- Warning: Clari Inspect's AI deal scoring requires CRM field completeness (stage, close date, amount populated); deals with sparse CRM data will surface low-confidence scores during the initial sync period.
- Warning: Chorus surfaces relationship health tied to ZoomInfo org-chart data; Clari Inspect does not include a built-in org-chart view — multi-threading visibility would require a separate enrichment integration.
Both Chorus and Clari Copilot offer manager-facing coaching workflows built on top of recorded call transcripts — scorecards, timestamped feedback, and curated call libraries for self-study. To migrate coaching programs from Chorus to Clari Copilot: export Chorus Smart Playlists and scoring criteria (screengrab or document the scorecard fields and any custom coaching initiative descriptions) since there is no cross-platform import. Recreate the scorecard rubric in Clari Copilot's admin panel (Coaching > Scorecards), mapping the same criteria (talk-time ratio, discovery question frequency, objection handling). Replace Chorus Smart Playlists by using Copilot's search and filter tools (by topic tag, deal stage, or rep) to build curated libraries of calls for reps to review. Managers leave timestamped coaching comments directly in the Copilot call card view. For the reverse direction (Clari to Chorus): document Copilot scorecard fields and rebuild them in Chorus's coaching dashboard; note that Chorus calls these 'Coaching Initiatives' tied to specific talk tracks.
- Warning: Chorus Smart Playlists auto-curate calls matching defined criteria continuously; Clari Copilot does not have a direct Smart Playlist equivalent — managers must manually run saved searches or rely on topic-tag filters to find comparable calls.
- Warning: Chorus Coaching Initiatives allow admins to set structured, multi-week programs aligned to a sales methodology (e.g. MEDDIC) with tracked rep completion; Clari Copilot coaching is more ad hoc (comment-per-call), and structured program tracking would require using an external enablement tool.
- Warning: Historical Chorus call recordings used in active coaching programs cannot be transferred to Clari Copilot; reps will lose access to curated call examples once Chorus is deactivated unless you download and redistribute the video files manually.