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Top Free Customer Revenue Optimization (CRO) Software

Check out our list of free Customer Revenue Optimization (CRO) Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Customer Revenue Optimization (CRO) Software to ensure you get the right product.

View Free Customer Revenue Optimization (CRO) Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
21 Customer Revenue Optimization Products Available
View all Customer Revenue Optimization (CRO) Software
View all Customer Revenue Optimization (CRO) Software
Aviso
(944)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mi

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 43% Mid-Market
    • 42% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aviso is a sales forecasting and analytics tool that integrates with CRM systems to provide insights and manage sales data.
    • Users frequently mention the ease of use, intuitive interface, and the ability to quickly update forecasts and manage sales data as key benefits of Aviso.
    • Users mentioned issues with slow performance, occasional system crashes, and the complexity of some features which require time to fully understand and utilize.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aviso features and usability ratings that predict user satisfaction
    9.1
    Quality of Support
    Average: 9.3
    8.7
    Opportunity Identification
    Average: 8.4
    8.4
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aviso, Inc.
    Company Website
    Year Founded
    2014
    HQ Location
    Redwood City, CA
    Twitter
    @AvisoInc
    908 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    347 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mi

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 43% Mid-Market
  • 42% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aviso is a sales forecasting and analytics tool that integrates with CRM systems to provide insights and manage sales data.
  • Users frequently mention the ease of use, intuitive interface, and the ability to quickly update forecasts and manage sales data as key benefits of Aviso.
  • Users mentioned issues with slow performance, occasional system crashes, and the complexity of some features which require time to fully understand and utilize.
Aviso features and usability ratings that predict user satisfaction
9.1
Quality of Support
Average: 9.3
8.7
Opportunity Identification
Average: 8.4
8.4
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Aviso, Inc.
Company Website
Year Founded
2014
HQ Location
Redwood City, CA
Twitter
@AvisoInc
908 Twitter followers
LinkedIn® Page
www.linkedin.com
347 employees on LinkedIn®
Vitally
(685)4.5 out of 5
Optimized for quick response
6th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 41% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vitally features and usability ratings that predict user satisfaction
    9.0
    Quality of Support
    Average: 9.3
    8.2
    Opportunity Identification
    Average: 8.4
    8.4
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Computer Software
    UC
    I love the ability to integrate with other platforms, even our own, to pull data and statistics automatically. It allows us to only look in one... Read review
    Verified User in Computer Software
    UC
    - Data rich dashboards, with easy setup. - Quick support for the rare times you get stuck. - All the features you'd expect from a CS platform,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    481 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    125 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 41% Small-Business
Vitally features and usability ratings that predict user satisfaction
9.0
Quality of Support
Average: 9.3
8.2
Opportunity Identification
Average: 8.4
8.4
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Computer Software
UC
I love the ability to integrate with other platforms, even our own, to pull data and statistics automatically. It allows us to only look in one... Read review
Verified User in Computer Software
UC
- Data rich dashboards, with easy setup. - Quick support for the rare times you get stuck. - All the features you'd expect from a CS platform,... Read review
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
481 Twitter followers
LinkedIn® Page
www.linkedin.com
125 employees on LinkedIn®
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Aligned
(1,046)4.7 out of 5
3rd Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Aligned brings structure to the messy space between your CRM and your buyer, where most deals actuall

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 45% Small-Business
    • 43% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aligned is a digital sales platform that provides a shared workspace for teams and buyers, centralizing tasks, documents, and timelines to streamline the sales process.
    • Users like that Aligned simplifies the sales process by centralizing all necessary resources in one place, improving deal momentum, reducing sales cycle friction, and enhancing buyer-seller collaboration.
    • Reviewers experienced challenges with the initial setup and learning curve of the platform, and expressed a desire for more customization options and better integration with other apps.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aligned features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    8.2
    Opportunity Identification
    Average: 8.4
    9.2
    Playbooks
    Average: 8.4
    5.5
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    5 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    59 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Aligned brings structure to the messy space between your CRM and your buyer, where most deals actuall

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 45% Small-Business
  • 43% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aligned is a digital sales platform that provides a shared workspace for teams and buyers, centralizing tasks, documents, and timelines to streamline the sales process.
  • Users like that Aligned simplifies the sales process by centralizing all necessary resources in one place, improving deal momentum, reducing sales cycle friction, and enhancing buyer-seller collaboration.
  • Reviewers experienced challenges with the initial setup and learning curve of the platform, and expressed a desire for more customization options and better integration with other apps.
Aligned features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
8.2
Opportunity Identification
Average: 8.4
9.2
Playbooks
Average: 8.4
5.5
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
5 Twitter followers
LinkedIn® Page
www.linkedin.com
59 employees on LinkedIn®
Altify
(76)4.2 out of 5
Save to My Lists
Entry Level Price:Starting at $20.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Altify is a Salesforce-native, AI-enhanced solution that helps B2B sales teams win bigger, faster, and drive more predictable revenue. It's designed for revenue teams who want to align their sales

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 54% Enterprise
    • 38% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Altify features and usability ratings that predict user satisfaction
    8.7
    Quality of Support
    Average: 9.3
    7.4
    Opportunity Identification
    Average: 8.4
    7.5
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Matteo B.
    MB
    Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Altify
    Year Founded
    2005
    HQ Location
    San Jose, CA
    Twitter
    @altifyinc
    5,269 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    107 employees on LinkedIn®
    Phone
    +1 866 570 3836
Product Description
How are these determined?Information
This description is provided by the seller.

Altify is a Salesforce-native, AI-enhanced solution that helps B2B sales teams win bigger, faster, and drive more predictable revenue. It's designed for revenue teams who want to align their sales

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 54% Enterprise
  • 38% Mid-Market
Altify features and usability ratings that predict user satisfaction
8.7
Quality of Support
Average: 9.3
7.4
Opportunity Identification
Average: 8.4
7.5
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Matteo B.
MB
Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals Read review
Seller Details
Seller
Altify
Year Founded
2005
HQ Location
San Jose, CA
Twitter
@altifyinc
5,269 Twitter followers
LinkedIn® Page
www.linkedin.com
107 employees on LinkedIn®
Phone
+1 866 570 3836
Recapped.io
(179)4.6 out of 5
13th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Recapped.io features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 9.3
    8.8
    Opportunity Identification
    Average: 8.4
    9.1
    Playbooks
    Average: 8.4
    9.7
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Mat K.
    MK
    I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. Read review
    Chuck C.
    CC
    The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Recapped.io
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @GetRecapped
    178 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 44% Small-Business
Recapped.io features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 9.3
8.8
Opportunity Identification
Average: 8.4
9.1
Playbooks
Average: 8.4
9.7
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Mat K.
MK
I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. Read review
Chuck C.
CC
The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. Read review
Seller Details
Seller
Recapped.io
Year Founded
2018
HQ Location
New York
Twitter
@GetRecapped
178 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Squivr
(56)5.0 out of 5
1st Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:Starting at $10.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Squivr: Revenue Excellence Through Smarter Account Planning & Relationship Management, All Inside Salesforce Unleash the power of Account Planning and Relationship Management without ever leavi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 41% Small-Business
    • 38% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Squivr features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    9.7
    Opportunity Identification
    Average: 8.4
    9.9
    Playbooks
    Average: 8.4
    6.2
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Gary S.
    GS
    Automation of milestone creation from field updates or record creation. Read review
    Phillip H.
    PH
    This is the first org charting and process management tool that I have used that is easy and intuitive. The milestone feature drives efficiencies... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Squivr
    Year Founded
    2018
    HQ Location
    Denver, CO
    Twitter
    @Squivr1
    169 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Squivr: Revenue Excellence Through Smarter Account Planning & Relationship Management, All Inside Salesforce Unleash the power of Account Planning and Relationship Management without ever leavi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 41% Small-Business
  • 38% Mid-Market
Squivr features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
9.7
Opportunity Identification
Average: 8.4
9.9
Playbooks
Average: 8.4
6.2
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Gary S.
GS
Automation of milestone creation from field updates or record creation. Read review
Phillip H.
PH
This is the first org charting and process management tool that I have used that is easy and intuitive. The milestone feature drives efficiencies... Read review
Seller Details
Seller
Squivr
Year Founded
2018
HQ Location
Denver, CO
Twitter
@Squivr1
169 Twitter followers
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
Prolifiq.ai CRUSH
(55)4.7 out of 5
9th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CRUSH simplifies key account management and stakeholder mapping within your CRM. Account plans are often built in slide decks, spreadsheets, or regular documents that become outdated, stale, and inacc

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 25% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prolifiq.ai CRUSH features and usability ratings that predict user satisfaction
    9.8
    Quality of Support
    Average: 9.3
    9.2
    Opportunity Identification
    Average: 8.4
    7.7
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Information Services
    CI
    I think the best thing I like about CRUSH is that it's native to Salesforce. One might not think that's a big deal but it can be a pain having to... Read review
    PK
    My company is using just part of the Prolifiq suite - Relationship Maps. It's been easy to install and maintain and let admins and users create... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Prolifiq Software
    Year Founded
    1999
    HQ Location
    Beaverton, OR
    Twitter
    @PROLIFIQAPPS
    518 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
    Phone
    503-684-1415
Product Description
How are these determined?Information
This description is provided by the seller.

CRUSH simplifies key account management and stakeholder mapping within your CRM. Account plans are often built in slide decks, spreadsheets, or regular documents that become outdated, stale, and inacc

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 25% Small-Business
Prolifiq.ai CRUSH features and usability ratings that predict user satisfaction
9.8
Quality of Support
Average: 9.3
9.2
Opportunity Identification
Average: 8.4
7.7
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Information Services
CI
I think the best thing I like about CRUSH is that it's native to Salesforce. One might not think that's a big deal but it can be a pain having to... Read review
PK
My company is using just part of the Prolifiq suite - Relationship Maps. It's been easy to install and maintain and let admins and users create... Read review
Seller Details
Seller
Prolifiq Software
Year Founded
1999
HQ Location
Beaverton, OR
Twitter
@PROLIFIQAPPS
518 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
Phone
503-684-1415
Revegy
(40)4.3 out of 5
Save to My Lists
Entry Level Price:$35.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Revegy is the leading sales execution platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where th

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Enterprise
    • 20% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Revegy features and usability ratings that predict user satisfaction
    8.8
    Quality of Support
    Average: 9.3
    8.0
    Opportunity Identification
    Average: 8.4
    7.6
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Sajal G.
    SG
    The best part about Revegy is that it provides complete sales solutions. In Revegy, we don't need extra CRM or Excel tools to manage leads and... Read review
    Verified User in Computer Software
    UC
    Revegy has transformed our account planning and sales processes. The visual account planning features are amazing, allows us to map out complex... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Revegy
    Year Founded
    2005
    HQ Location
    Atlanta, GA
    Twitter
    @Revegy
    679 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revegy is the leading sales execution platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where th

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Enterprise
  • 20% Mid-Market
Revegy features and usability ratings that predict user satisfaction
8.8
Quality of Support
Average: 9.3
8.0
Opportunity Identification
Average: 8.4
7.6
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Sajal G.
SG
The best part about Revegy is that it provides complete sales solutions. In Revegy, we don't need extra CRM or Excel tools to manage leads and... Read review
Verified User in Computer Software
UC
Revegy has transformed our account planning and sales processes. The visual account planning features are amazing, allows us to map out complex... Read review
Seller Details
Seller
Revegy
Year Founded
2005
HQ Location
Atlanta, GA
Twitter
@Revegy
679 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
CustomerSuccessBox
(134)4.5 out of 5
14th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 22% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CustomerSuccessBox features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.4
    8.8
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Computer Software
    UC
    It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    CustomerSuccessBox
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @CustSuccessBox
    737 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 22% Small-Business
CustomerSuccessBox features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.4
8.8
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Computer Software
UC
It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
Seller Details
Seller
CustomerSuccessBox
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
737 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Kapta
(18)4.7 out of 5
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 39% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Kapta features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.4
    8.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Tony R.
    TR
    Account planning tool for all departments to share. One place where Sales, Client Services, and other departments can each view the "big picture"... Read review
    Lindsay B.
    LB
    Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Kapta
    Year Founded
    2008
    HQ Location
    Boulder, CO.
    Twitter
    @kapta
    1,528 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 39% Small-Business
Kapta features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.4
8.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Tony R.
TR
Account planning tool for all departments to share. One place where Sales, Client Services, and other departments can each view the "big picture"... Read review
Lindsay B.
LB
Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note... Read review
Seller Details
Seller
Kapta
Year Founded
2008
HQ Location
Boulder, CO.
Twitter
@kapta
1,528 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Ambition
(586)4.6 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Ambition is a comprehensive sales coaching and performance platform designed to empower frontline sales managers within enterprise organizations. This innovative solution focuses on enhancing the effe

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 27% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Ambition features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    10.0
    Opportunity Identification
    Average: 8.4
    9.7
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Eric W.
    EW
    The UI/UX is spot on with Ambition. When I was first implementing it a few months back, I likened the setup to an 'Apple-esque' experience where... Read review
    MR
    i like the Interface,looks pretty sharp. Integration with our system was pretty easy Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ambition
    Company Website
    Year Founded
    2013
    HQ Location
    Chattanooga, Tennesse
    Twitter
    @AmbitionSales
    2,598 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    64 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ambition is a comprehensive sales coaching and performance platform designed to empower frontline sales managers within enterprise organizations. This innovative solution focuses on enhancing the effe

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 27% Enterprise
Ambition features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
10.0
Opportunity Identification
Average: 8.4
9.7
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Eric W.
EW
The UI/UX is spot on with Ambition. When I was first implementing it a few months back, I likened the setup to an 'Apple-esque' experience where... Read review
MR
i like the Interface,looks pretty sharp. Integration with our system was pretty easy Read review
Seller Details
Seller
Ambition
Company Website
Year Founded
2013
HQ Location
Chattanooga, Tennesse
Twitter
@AmbitionSales
2,598 Twitter followers
LinkedIn® Page
www.linkedin.com
64 employees on LinkedIn®
Kizen
(33)4.4 out of 5
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Kizen helps enterprise leaders empower their teams with unprecedented autonomy, efficiency, and agility. Integrate with your current tech stack or power all of your data, sales, marketing, HR, and ope

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 61% Small-Business
    • 27% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Kizen features and usability ratings that predict user satisfaction
    9.1
    Quality of Support
    Average: 9.3
    7.9
    Opportunity Identification
    Average: 8.4
    6.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • WN
    Kizen is an intuitive CRM that is easy to use without much prior experience. The timeline that tracks all communication with individual clients is... Read review
    Verified User in Marketing and Advertising
    AM
    Kizen’s Sales CRM is hugely underrated. Not only does it allow for seamless communication within sales teams and inter-departmental collaboration,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    KIZEN
    Year Founded
    2018
    HQ Location
    Austin, Texas
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Kizen helps enterprise leaders empower their teams with unprecedented autonomy, efficiency, and agility. Integrate with your current tech stack or power all of your data, sales, marketing, HR, and ope

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 61% Small-Business
  • 27% Mid-Market
Kizen features and usability ratings that predict user satisfaction
9.1
Quality of Support
Average: 9.3
7.9
Opportunity Identification
Average: 8.4
6.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
WN
Kizen is an intuitive CRM that is easy to use without much prior experience. The timeline that tracks all communication with individual clients is... Read review
Verified User in Marketing and Advertising
AM
Kizen’s Sales CRM is hugely underrated. Not only does it allow for seamless communication within sales teams and inter-departmental collaboration,... Read review
Seller Details
Seller
KIZEN
Year Founded
2018
HQ Location
Austin, Texas
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
Boomerang
(29)4.6 out of 5
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Boomerang AI agents are designed for B2B sales and marketing teams to unlock the untapped potential of their champion networks. It empowers these teams to easily identify, engage, and activate interna

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 69% Mid-Market
    • 17% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Boomerang features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.4
    8.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Anurag C.
    AC
    I find Boomerang incredibly useful for scheduling emails to my clients whenever needed. It's quite simple to use for managing my inbox and handling... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Boomerang
    Year Founded
    2020
    HQ Location
    San Francisco, US
    Twitter
    @GetBoomerangAI
    57 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Boomerang AI agents are designed for B2B sales and marketing teams to unlock the untapped potential of their champion networks. It empowers these teams to easily identify, engage, and activate interna

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 69% Mid-Market
  • 17% Small-Business
Boomerang features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.4
8.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Anurag C.
AC
I find Boomerang incredibly useful for scheduling emails to my clients whenever needed. It's quite simple to use for managing my inbox and handling... Read review
Seller Details
Seller
Boomerang
Year Founded
2020
HQ Location
San Francisco, US
Twitter
@GetBoomerangAI
57 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
Pipeliner CRM
(477)4.6 out of 5
Optimized for quick response
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Entry Level Price:$65.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pipeliner CRM is a cutting-edge AI-powered sales customer relationship management solution designed to enhance how businesses cultivate and maintain customer relationships while driving revenue growth

    Users
    • Director
    • President
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 71% Small-Business
    • 22% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Pipeliner is a customizable CRM that tracks business needs and allows users to visualize and manage sales processes.
    • Reviewers frequently mention the clear and visual interface, the ease of tracking deals and sales processes, and the helpfulness of the customer service team.
    • Reviewers experienced limitations in advanced customization, difficulties in handling functions for large scale organizations, and a lack of broader integration support.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Pipeliner CRM features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    10.0
    Opportunity Identification
    Average: 8.4
    10.0
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Pipelinersales Inc.
    Company Website
    Year Founded
    2007
    HQ Location
    Los Angeles, CA
    Twitter
    @PipelinerCRM
    8,561 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    135 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pipeliner CRM is a cutting-edge AI-powered sales customer relationship management solution designed to enhance how businesses cultivate and maintain customer relationships while driving revenue growth

Users
  • Director
  • President
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 71% Small-Business
  • 22% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Pipeliner is a customizable CRM that tracks business needs and allows users to visualize and manage sales processes.
  • Reviewers frequently mention the clear and visual interface, the ease of tracking deals and sales processes, and the helpfulness of the customer service team.
  • Reviewers experienced limitations in advanced customization, difficulties in handling functions for large scale organizations, and a lack of broader integration support.
Pipeliner CRM features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
10.0
Opportunity Identification
Average: 8.4
10.0
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Pipelinersales Inc.
Company Website
Year Founded
2007
HQ Location
Los Angeles, CA
Twitter
@PipelinerCRM
8,561 Twitter followers
LinkedIn® Page
www.linkedin.com
135 employees on LinkedIn®
Boxxstep BRM
(2)4.8 out of 5
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Boxxstep is a Buyer Engagement and Enablement platform for sales teams in complex and enterprise sales. We complement your CRM by helping you focus on the buyers involved in the buying decision. We

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Boxxstep BRM features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    CA
    Great tool for identifying the buyers and getting sales. Read review
    Verified User in Food & Beverages
    UF
    Boxxstep allows us to better capture buyer contact information which is beneficial for sales performance. It is organized in a way that allows our... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Boxxstep
    Year Founded
    2016
    HQ Location
    United Kingdom of Great Britain
    Twitter
    @boxxstep
    63 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Boxxstep is a Buyer Engagement and Enablement platform for sales teams in complex and enterprise sales. We complement your CRM by helping you focus on the buyers involved in the buying decision. We

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Boxxstep BRM features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
0.0
No information available
Verified User in Accounting
CA
Great tool for identifying the buyers and getting sales. Read review
Verified User in Food & Beverages
UF
Boxxstep allows us to better capture buyer contact information which is beneficial for sales performance. It is organized in a way that allows our... Read review
Seller Details
Seller
Boxxstep
Year Founded
2016
HQ Location
United Kingdom of Great Britain
Twitter
@boxxstep
63 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®