One sizes the gap. The other explains it.
Clari is built to predict and manage the number: forecast rolls, pipeline inspection, and deal risk across the quarter in flight. Rizer’s two agents are built for what falls out of that forecast. The Intelligence Agent explains the leads and deals you lost and what to fix; the Recycling Agent works out which are worth going back to, and when. One tool manages the quarter in flight, the other works the losses.
Not another roll-up view. The Intelligence Agent ranks what is costing you revenue with an owner on each line; the Recycling Agent queues the lost deals whose blocking reason no longer applies.
Sample output with illustrative figures. Every line in a real report links back to the specific HubSpot leads and deals behind it, so you can open the evidence before you act on the number. Ask us for a live walkthrough on your own data.
The last group is the one worth reading: it lists where Clari is the better buy and Rizer is not. If a comparison table written by a vendor never loses a row, it is an ad, not a table.
No. Rizer does not predict the quarter, score open deals, or run a forecast cadence. The Intelligence Agent turns the revenue you already lost into ranked causes and owned fixes, and the Recycling Agent turns the recoverable part into winback targets. If forecast accuracy is your problem, buy Clari.
Reporting counts losses by whichever reason was typed into a dropdown. Rizer reads the surrounding history to find the pattern behind those labels, including the cases where the stated reason is not the real one, and it covers the disqualified leads that never reach a forecast tool at all.
No. Rizer’s agents connect to HubSpot and work on your losses. Your forecasting cadence and process stay exactly as they are.
A HubSpot report can only group by the closed-lost dropdown, so it tells you what reps typed, not what happened. A spreadsheet export plus a chat model gets closer, but it reads the records you happened to export, has no view of stage movement, competitor fields, email and note history, or the leads that never became deals, and it produces a different answer every time you ask. Rizer’s Intelligence Agent runs the same analysis against your full history and every new loss, keeps the evidence trail per finding, and the Recycling Agent turns it into a callback list rather than a paragraph.
Salesforce support is on the roadmap. Rizer runs on HubSpot today because the analysis is built around how HubSpot models lead and deal history, and doing that properly per CRM is the work. If you are on Salesforce, talk to us now and we will line you up for it.
Every verdict is traceable. Open any loss driver and you get the individual deals and leads it was built from, and the fields and history that produced the classification. Check the evidence on a handful of deals you remember personally before you trust the aggregate. That is the review we ask new customers to do first.
Rizer connects to HubSpot and reads contacts, companies, pipelines and stages, lost deals and disqualified leads, including the notes, emails and activity behind them. What it writes depends on the agent: the Intelligence Agent writes a loss intelligence card on the HubSpot deal, and the Recycling Agent, if you add it, enrolls contacts into nurture workflows, creates re-engage leads or deals, and pushes winback playbooks into HubSpot. In Managed mode Rizer does not create deals on its own: nurture enrollment is approved manually and re-engage leads or deals are created step by step. Data is encrypted in transit and at rest, and our SOC 2 Type II audit is in progress.
Connecting HubSpot is a standard OAuth flow, and the free audit takes about ten minutes to set up. The Intelligence Agent runs against history you already have, so the first answers come back the same day, then keep updating as new losses land. There is no data collection period to wait through.
Pricing is monthly or annual and scales with the number of deal owners in HubSpot, so it grows with your team and your deal volume. Annual plans save 20%, and there are no contracts. Current tiers are on the pricing page; the Intelligence Agent is the base plan and the Recycling Agent is an add-on. If your setup is unusual, contact us for a custom plan.
If you run HubSpot, the free audit runs the Intelligence Agent on your full history and returns your own ranked loss drivers the same day. Your forecast process does not change.
Free 10-minute audit. No credit card. No change to how the forecast is run.