# Best Customer Revenue Optimization (CRO) Software for Medium-Sized Businesses

## How Many Customer Revenue Optimization (CRO) Software Products Does G2 Track?

**Total Products under this Category:** 68

### Category Stats (Aug 2026)

- **Average Rating:** 4.59/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Base (+0.5%) - Among all products in this category, Base recorded the largest rating increase compared to last month

_Last updated: August 14, 2026_

## How Does G2 Rank Customer Revenue Optimization (CRO) Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 19,700+ Authentic Reviews
- 68+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Customer Revenue Optimization (CRO) Software
 ![G2 Grid® for Customer Revenue Optimization (CRO) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/customer-revenue-optimization/grids.png?focus%5B%5D=24723&focus%5B%5D=24829&focus%5B%5D=1202953&focus%5B%5D=155339&focus%5B%5D=7788&focus%5B%5D=3054&focus%5B%5D=70836&focus%5B%5D=130126)

Highlighted products: ChurnZero, Planhat, Aligned, Accord, Clari, Gainsight Customer Success, Vitally, and Terret.ai.

Underlying data: [Grid® JSON](https://www.g2.com/categories/customer-revenue-optimization/grids.json?focus%5B%5D=churnzero&focus%5B%5D=planhat&focus%5B%5D=teamaligned&focus%5B%5D=accord-accord&focus%5B%5D=clari&focus%5B%5D=gainsight-customer-success&focus%5B%5D=vitally&focus%5B%5D=terret-ai&segment=mid-market)

**Sponsored**

### Accord

Accord is the AI-Powered Revenue Excellence Platform that transforms what top sellers do naturally—multi-threading, mutual action plans, and CFO-proof business cases—into unavoidable playbooks for every rep. Accord Intelligence handles the busy work by automating account research, stakeholder mapping, and more so your team can focus on selling. The result: Accord customers see an average 40% increase in deal size.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2050&secure%5Bchosen_at%5D=2026-08-15T11%3A16%3A12Z&secure%5Bdisplayable_resource_id%5D=2050&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2050&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=155339&secure%5Bresource_id%5D=2050&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcustomer-revenue-optimization%2Fmid-market&secure%5Btoken%5D=441db235c873867bbb3da1877cb11d1c5f0c71d42fe27c052c19dbee7ad38206&secure%5Burl%5D=https%3A%2F%2Finaccord.com%2Fbook-demo&secure%5Burl_type%5D=book_demo)

### [ChurnZero](https://www.g2.com/products/churnzero/reviews)

ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience. The platform unifies your customer data, team expertise, and AI into a single system engineered to elevate customer success. It provides clear insight into what customers need and helps you deliver it, making it easy to scale onboarding, adoption, renewal, and expansion programs as your customer base grows. ChurnZero’s AI agents are purpose-built for the specific needs of customer teams. They interpret customer data, embed seamlessly into your existing workflows, and are flexible by design. You decide how much you want AI to do, and where and when it does it, so you’re always in control. ChurnZero is more than software. Our CS, implementation, and support teams are true partners who ensure your team succeeds at scale.

**Average Rating:** 4.7/5.0

**Total Reviews:** 1,595

#### How Do G2 Users Rate ChurnZero?

- **Quality of Support:** 9.5/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10)
- **Playbooks:** 8.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind ChurnZero?

- **Seller:** [ChurnZero](https://www.g2.com/sellers/churnzero)
- **Company Website:** churnzero.com
- **Year Founded:** 2015
- **HQ Location:** Washington, District of Columbia
- **Twitter:** @churnzero  
1,792 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b89852c213c504201beddc5ec592f21f9fc3de4f10ae13c95f5b53cffedc6d33&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9475578%2F&secure%5Burl_type%5D=linkedin_company_website)  
147 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Director of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 61% Medium, 28% Small

#### What Do G2 Reviewers Say About ChurnZero?

_AI-generated summary from verified user reviews_

##### Pros

- Users find ChurnZero to be **intuitive and easy to use** , enhancing their onboarding and daily tasks effectively.
- Users appreciate the **user-friendly interface and efficient client engagement tools** of ChurnZero, enhancing productivity and teamwork.
- Users value ChurnZero's **automation capabilities** , which streamline workflows and enhance engagement through efficient task management.
- Users value the **fantastic and responsive customer support** from ChurnZero, enhancing their data management and workflow efficiency.
- Users value ChurnZero's **efficiency** in streamlining workflows and organizing customer data for targeted success initiatives.

##### Cons

- Users find the **learning curve challenging** , as navigating the interface and setup can be time-consuming.
- Users find the **complexity** of ChurnZero's interface challenging, especially when seeking specific options or reports.
- Users find the platform **not intuitive** , often feeling overwhelmed and facing a steep learning curve initially.
- Users express frustration over **missing automation and paywalled features** , complicating their workflow and increasing costs.
- Users highlight a **steep learning curve** for ChurnZero, finding it challenging to navigate segmentation and available options.

#### What Are Recent G2 Reviews of ChurnZero?

**["ChurnZero Is a Must-Have: Flexible, Intuitive, and Highly Reliable"](https://www.g2.com/survey_responses/churnzero-review-13240867)**

**Rating:** 5.0/5.0 stars

_— Nazanin T._

[Read full review](https://www.g2.com/survey_responses/churnzero-review-13240867)

**["ChurnZero Keeps All My Account Insights in One Place—and Saves Time with AI Follow-Ups"](https://www.g2.com/survey_responses/churnzero-review-13199202)**

**Rating:** 5.0/5.0 stars

_— Disha M._

[Read full review](https://www.g2.com/survey_responses/churnzero-review-13199202)

#### What Are G2 Users Discussing About ChurnZero?

- [What is ChurnZero used for?](https://www.g2.com/discussions/what-is-churnzero-used-for) - 1 comment

### [Planhat](https://www.g2.com/products/planhat/reviews)

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

**Average Rating:** 4.5/5.0

**Total Reviews:** 942

#### How Do G2 Users Rate Planhat?

- **Quality of Support:** 9.2/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.6/10 (Category avg: 8.4/10)
- **Playbooks:** 8.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Planhat?

- **Seller:** [Planhat](https://www.g2.com/sellers/planhat)
- **Company Website:** www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website)  
248 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Head of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 59% Medium, 32% Small

#### What Do G2 Reviewers Say About Planhat?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency.
- Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success.
- Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs.
- Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity.
- Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health.

##### Cons

- Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation.
- Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively.
- Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts.
- Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially.
- Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation.

#### What Are Recent G2 Reviews of Planhat?

**["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)**

**Rating:** 5.0/5.0 stars

_— Ty R._

[Read full review](https://www.g2.com/survey_responses/planhat-review-11771625)

**["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)**

**Rating:** 4.5/5.0 stars

_— Carly P._

[Read full review](https://www.g2.com/survey_responses/planhat-review-13119419)

#### What Are G2 Users Discussing About Planhat?

- [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for)

### [Clari](https://www.g2.com/products/clari/reviews)

Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5,503

#### How Do G2 Users Rate Clari?

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.1/10 (Category avg: 8.4/10)
- **Playbooks:** 7.1/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Clari?

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft  
18,437 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,098 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 47% Medium, 41% Large

#### What Do G2 Reviewers Say About Clari?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Clari for forecasting, appreciating its intuitive interface and seamless updates.
- Users appreciate the **ease of use** in Clari's Forecasting, allowing quick updates and excellent tracking against quotas.
- Users appreciate Clari for its **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and visibility in sales opportunities.
- Users find the **Salesforce integration** invaluable for streamlined data management and enhanced forecasting capabilities within Clari.
- Users find Clari **incredibly helpful** for easy forecasting and effective revenue management, simplifying admin tasks significantly.

##### Cons

- Users experience **customization limitations** with Clari, making it difficult to meet unique business needs effectively.
- Users find **limited customization** in Clari, hindering tailored solutions for unique business needs and team insights.
- Users experience a **steep learning curve** with Clari due to initial configuration and a confusing UI layout.
- Users find **missing features** in Clari, with limitations in filtering, customization, and mobile app functionality affecting their experience.
- Users experience **inconsistent Salesforce data reflection** in Clari, leading to confusion and potential errors in reporting.

#### What Are Recent G2 Reviews of Clari?

**["Clari has met and exceed our expectations for our GTM Oganization"](https://www.g2.com/survey_responses/clari-review-10775002)**

**Rating:** 4.0/5.0 stars

_— Eric M._

[Read full review](https://www.g2.com/survey_responses/clari-review-10775002)

**["Clari Platform Review from a RevOps Perspective"](https://www.g2.com/survey_responses/clari-review-12400239)**

**Rating:** 5.0/5.0 stars

_— Matt D._

[Read full review](https://www.g2.com/survey_responses/clari-review-12400239)

#### What Are G2 Users Discussing About Clari?

- [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment
- [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field)
- [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment
- [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote
- [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments

### [Accord](https://www.g2.com/products/accord-accord/reviews)

Accord is the AI-Powered Revenue Excellence Platform that transforms what top sellers do naturally—multi-threading, mutual action plans, and CFO-proof business cases—into unavoidable playbooks for every rep. Accord Intelligence handles the busy work by automating account research, stakeholder mapping, and more so your team can focus on selling. The result: Accord customers see an average 40% increase in deal size.

**Average Rating:** 4.9/5.0

**Total Reviews:** 209

#### How Do G2 Users Rate Accord?

- **Quality of Support:** 9.7/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.9/10 (Category avg: 8.4/10)
- **Playbooks:** 9.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 4.0/10 (Category avg: 10/10)

#### Who Is the Company Behind Accord?

- **Seller:** [Accord](https://www.g2.com/sellers/accord)
- **Company Website:** inaccord.com
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **Twitter:** @inaccord  
130 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b596409d74db8e7a3231d7b5197291c7687e7b1078c7724988d7a50538b8b8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finaccord%2F&secure%5Burl_type%5D=linkedin_company_website)  
219 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 50% Medium, 26% Large

#### What Do G2 Reviewers Say About Accord?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Accord, facilitating smooth collaboration and project management for teams and clients.
- Users value the **simplified teamwork** in Accord, enabling seamless collaboration and accountability throughout the sales process.
- Users value Accord for its **efficient organization** , streamlining project management and enhancing accountability through clear documentation.
- Users value the **data centralization** in Accord, ensuring everything is organized and easily accessible for efficient collaboration.
- Users commend Accord for its **efficiency** , streamlining deal management and enhancing collaboration across teams with ease.

##### Cons

- Users seek improvements in **integration with Gong** , desiring better synchronization and flexibility in modifications.
- Users note a **lack of integrations** with other tools, limiting workflow efficiency and automation capabilities.
- Users find the **time consumption** due to manual tasks and translation requirements to be a major drawback.
- Users note the **limited features** in Accord, wishing for more robust project management and content permissions.
- Users find the **time management** challenging due to manual processes and complicated workflows that hinder efficiency.

#### What Are Recent G2 Reviews of Accord?

**["A Shared Customer Workspace That Streamlines Success Plans from Pre-Sale to Renewal"](https://www.g2.com/survey_responses/accord-review-13123848)**

**Rating:** 5.0/5.0 stars

_— Rod D._

[Read full review](https://www.g2.com/survey_responses/accord-review-13123848)

**["Accord has made it so easy to stay organized and collaborative!"](https://www.g2.com/survey_responses/accord-review-11045106)**

**Rating:** 5.0/5.0 stars

_— Heather D._

[Read full review](https://www.g2.com/survey_responses/accord-review-11045106)

#### What Are G2 Users Discussing About Accord?

- [What is Accord used for?](https://www.g2.com/discussions/what-is-accord-used-for) - 1 comment

### [Aligned](https://www.g2.com/products/teamaligned/reviews)

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 actually win or stall: stakeholder complexity, unclear next steps, champions selling internally, and decisions happening asynchronously across emails, decks, threads, and scattered tools. CRMs record what happened. Aligned is the system of action that helps teams execute what needs to happen next, together with the buyer. Used by Account Executives, Sales Leaders, Enablement, RevOps, and Customer Success teams, Aligned combines a Digital Sales Room and Client Portal into a single workspace that supports the full revenue lifecycle, from pipeline creation to onboarding and expansion. Teams consolidate all buyer and customer materials, plans, and communications in one place, with visibility and control over the deal narrative. With the AI Deal Workspace, Aligned goes beyond organizing content. AI works inside the workflow with full deal context to keep execution moving forward: \* Auto-builds deal resources after every call, including an executive summary, requested content, and action items, with no prompts or setup \* Reads signals across calls, email, CRM, and workspace engagement to flag risk, surface what changed, and recommend the next best move \* Maps stakeholders automatically to uncover hidden influencers, track buying signals, and guide multithreading \* Generates and maintains key deal assets like business cases, mutual action plans, recap pages, and follow-up emails for review and send \* Gives buyers AI inside the workspace to summarize content, answer security and compliance questions, and progress decisions asynchronously, all in one link with no login under the seller’s control By replacing traditional workflows like email threads, spreadsheets, attachments, and disconnected links, Aligned reduces buyer friction, improves alignment across the buying committee, equips champions, and creates more predictable execution for complex B2B deals. Key capabilities include: \* Digital Sales Rooms for proposals, decks, demo recordings, stakeholder content, and mutual action plans \* Buyer engagement signals across stakeholders to guide follow-up and prioritize execution \* Shared onboarding and customer workspaces to streamline implementation and reduce time-to-value \* Client Portal-style collaboration for ongoing customer management, expansions, and renewals Aligned is used by 50,000+ sales and customer success teams, with 1M+ buyers collaborating in workspaces every month, and is recognized by G2 as a category leader.

**Average Rating:** 4.6/5.0

**Total Reviews:** 1,309

#### How Do G2 Users Rate Aligned?

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.2/10 (Category avg: 8.4/10)
- **Playbooks:** 9.2/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 6.7/10 (Category avg: 10/10)

#### Who Is the Company Behind Aligned?

- **Seller:** [Aligned](https://www.g2.com/sellers/aligned-a2fce055-0d38-4926-9b33-4576c5960995)
- **Company Website:** alignedup.com
- **Year Founded:** 2021
- **HQ Location:** Tel Aviv
- **Twitter:** @Aligned\_up  
5 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f059a7aed5388b32e8a3e9f13a1d680b1dcadb573c489cab4393b0db26a07f4d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falignedup&secure%5Burl_type%5D=linkedin_company_website)  
72 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 49% Medium, 43% Small

#### What Do G2 Reviewers Say About Aligned?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Aligned's **ease of use** exceptional, enabling quick setup for effective project and presentation collaboration.
- Users enjoy the **centralized digital space** of Aligned, enhancing collaboration and clarity in the client journey.
- Users value the **sophisticated team collaboration** of Aligned, enjoying organized spaces for effective communication and information sharing.
- Users rave about Aligned's **efficiency** , making document management and tracking seamless during critical sales processes.
- Users benefit from **streamlined organization** in Aligned, enhancing collaboration and accessibility for better sales outcomes.

##### Cons

- Users feel there is **limited customization** , affecting the personalization and functionality of Aligned's features and reports.
- Users find the **learning curve steep** , needing time to navigate and understand Aligned's features effectively.
- Users find the **missing features** in Aligned, such as limited report exports and customization options, frustrating.
- Users find **integration issues** with their CRM, resulting in bugs and difficulty accessing specific rooms efficiently.
- Users find Aligned frustrating due to its **limited features** , leading to a lack of customization and integration issues.

#### What Are Recent G2 Reviews of Aligned?

**["Highly engaged customer team paired with a best in class product"](https://www.g2.com/survey_responses/aligned-review-11764963)**

**Rating:** 5.0/5.0 stars

_— Gareth S._

[Read full review](https://www.g2.com/survey_responses/aligned-review-11764963)

**["Aligned Makes Onboarding Collaboration Smooth, Organized, and Intuitive"](https://www.g2.com/survey_responses/aligned-review-13179528)**

**Rating:** 4.5/5.0 stars

_— Paola M._

[Read full review](https://www.g2.com/survey_responses/aligned-review-13179528)

### [Vitally](https://www.g2.com/products/vitally/reviews)

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, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals.

**Average Rating:** 4.5/5.0

**Total Reviews:** 698

#### How Do G2 Users Rate Vitally?

- **Quality of Support:** 9.0/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.2/10 (Category avg: 8.4/10)
- **Playbooks:** 8.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Vitally?

- **Seller:** [Vitally](https://www.g2.com/sellers/vitally)
- **Year Founded:** 2017
- **HQ Location:** New York
- **Twitter:** @vitally\_io  
474 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5252842c882b7c9f5229344a3119800df728194cc3f1d38dfa18a125e0424f6b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11075131%2F&secure%5Burl_type%5D=linkedin_company_website)  
134 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, CSM
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Medium, 41% Small

#### What Do G2 Reviewers Say About Vitally?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools.
- Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms.
- Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users.
- Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs.
- Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked.

##### Cons

- Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration.
- Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools.
- Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features.
- Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively.
- Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup.

#### What Are Recent G2 Reviews of Vitally?

**["Solid Tool with Room for Improvement"](https://www.g2.com/survey_responses/vitally-review-12770363)**

**Rating:** 4.0/5.0 stars

_— Satwik K._

[Read full review](https://www.g2.com/survey_responses/vitally-review-12770363)

**["A Truly Excellent Tool"](https://www.g2.com/survey_responses/vitally-review-11904290)**

**Rating:** 5.0/5.0 stars

_— Kirsten B._

[Read full review](https://www.g2.com/survey_responses/vitally-review-11904290)

#### What Are G2 Users Discussing About Vitally?

- [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for)

### [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)

Gainsight Customer Success brings together rich agentic insights, relationship-level intelligence, and a multi-dimensional health scoring to surface risk and expansion opportunities a full quarter earlier, then turns those insights into action through coordinated retention, expansion, and renewal motions across every customer segment, including the long-tail. Designed for enterprise complexity spanning multiple products, hierarchies, and stakeholders, Gainsight supports human-led, digital-led, and agent-led programs, enabling teams to scale outcomes across their entire book of business and deliver Retention-as-a-Service (RaaS). The result is measurable impact and scale, including 50% increased CSM capacity, 15% higher expansion, 95% forecast accuracy, and 20% reduced churn—all backed by a decade of CS expertise and the largest community of CS professionals.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,721

#### How Do G2 Users Rate Gainsight Customer Success?

- **Quality of Support:** 8.6/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.8/10 (Category avg: 8.4/10)
- **Playbooks:** 7.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Gainsight Customer Success?

- **Seller:** [Gainsight Inc.](https://www.g2.com/sellers/gainsight-inc)
- **Company Website:** www.gainsight.com
- **Year Founded:** 2009
- **HQ Location:** San Francisco, CA
- **Twitter:** @GainsightHQ  
13,119 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85a34abb9897c7140c711174cddac2af3363ec5532f5b0ba46c2fa230fde5273&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F841640%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,140 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Medium, 32% Large

#### What Do G2 Reviewers Say About Gainsight Customer Success?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Gainsight, praising its organization and comprehensive account tracking features.
- Users value the **centralized information** in Gainsight, which helps them efficiently track account interactions and generate insights.
- Users value the **visibility** Gainsight provides through a unified dashboard, enhancing organization and customer engagement effortlessly.
- Users value the **intuitive customer support** of Gainsight, enhancing productivity and proactive engagement for their teams.
- Users value the **intuitive interface** of Gainsight Customer Success for its ease of navigation and clear data visibility.

##### Cons

- Users find Gainsight Customer Success **not intuitive** , requiring formal training and having a clunky interface that complicates user experience.
- Users note the **lack of custom reporting features** limits detailed data analysis and overall functionality of Gainsight.
- Users highlight the **steep learning curve** for customizing dashboards, requiring significant technical skills for effective use.
- Users find it challenging due to **limited customization** options in Gainsight, leading to a less user-friendly experience.
- Users find Gainsight Customer Success to have a **complexity that can overwhelm** and slow down productivity at times.

#### What Are Recent G2 Reviews of Gainsight Customer Success?

**["Gainsight CS: Powerful Churn Prevention with Forward-Thinking Features"](https://www.g2.com/survey_responses/gainsight-customer-success-review-13272899)**

**Rating:** 4.5/5.0 stars

_— Wendy O._

[Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-13272899)

**["Always-Available Support That Finds a Solution"](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699)**

**Rating:** 4.5/5.0 stars

_— Octavio M._

[Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699)

#### What Are G2 Users Discussing About Gainsight Customer Success?

- [What is Gainsight used for?](https://www.g2.com/discussions/what-is-gainsight-used-for) - 2 comments
- [What is Gainsight PX?](https://www.g2.com/discussions/gainsight-what-is-gainsight-px) - 2 comments
- [Who are Gainsight competitors?](https://www.g2.com/discussions/who-are-gainsight-competitors)
- [What is Gainsight software?](https://www.g2.com/discussions/what-is-gainsight-software) - 2 comments

### [Terret.ai](https://www.g2.com/products/terret-ai/reviews)

Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret.

**Average Rating:** 4.4/5.0

**Total Reviews:** 611

#### How Do G2 Users Rate Terret.ai?

- **Quality of Support:** 9.0/10 (Category avg: 9.3/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Terret.ai?

- **Seller:** [Terret](https://www.g2.com/sellers/terret)
- **Company Website:** terret.ai
- **Year Founded:** 2018
- **HQ Location:** Santa Clara, CA
- **Twitter:** @terret\_ai
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=94ae1027234f4bb9aefbe9a4102ee6b78de305826e6ed147f8eb12bbdc62a314&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboostup-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
50 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Medium, 32% Large

#### What Do G2 Reviewers Say About Terret.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **forecasting easy** with Terret.ai, enjoying seamless integration and clear visibility of their renewals and opportunities.
- Users appreciate the **powerful analytics** of Terret.ai, enhancing decision-making through quick and customizable dashboard insights.
- Users value the **efficiency** of Terret.ai, greatly improving productivity and simplifying pipeline management for their companies.
- Users appreciate the **easy access** to comprehensive business insights through a single, well-organized dashboard.
- Users value the **seamless integration with SFDC** , enhancing efficiency in updating records and forecasting.

##### Cons

- Users experience **connection issues with Salesforce** , leading to lags and difficulties in data refresh rates.
- Users experience **integration issues** with Salesforce that complicate syncing and updating data, impacting overall user experience.
- Users find **forecasting issues** with Terret.ai due to limitations in hierarchy and Salesforce data cleanliness affecting functionality.
- Users find the **reporting capabilities inadequate** , highlighting a need for greater flexibility and precision in tracking forecasts.
- Users note that **difficult reporting** limits flexibility and complicates tracking of forecast accuracy across currencies and categories.

#### What Are Recent G2 Reviews of Terret.ai?

**["Revolutionized Our Pipeline Management"](https://www.g2.com/survey_responses/terret-ai-review-12596787)**

**Rating:** 4.0/5.0 stars

_— Kody E._

[Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787)

**["Boostup is a great tool to have everything in one place! Love it"](https://www.g2.com/survey_responses/terret-ai-review-8403565)**

**Rating:** 5.0/5.0 stars

_— Ronny B._

[Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565)

#### What Are G2 Users Discussing About Terret.ai?

- [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for)

### [EverAfter](https://www.g2.com/products/everafter/reviews)

EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with visible progress instead of static documents or external tools. AI is deeply embedded to personalize steps, adapt guidance in real time, and help customers reach value faster while continuing to move forward.

**Average Rating:** 4.6/5.0

**Total Reviews:** 159

#### How Do G2 Users Rate EverAfter?

- **Quality of Support:** 9.6/10 (Category avg: 9.3/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind EverAfter?

- **Seller:** [Base](https://www.g2.com/sellers/base-02d70fff-c0fe-4cd5-8b53-1ebb41080faf)
- **Company Website:** base.ai
- **Year Founded:** 2018
- **HQ Location:** Tel Aviv,
- **Twitter:** @base\_CLG  
333 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec43ca0cd427c74a24ea20b7d2a7d1bb7eded014c8b5659ee6eff4a350648e65&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrowdvocate%2F&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, CSM
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 62% Medium, 24% Small

#### What Do G2 Reviewers Say About EverAfter?

_AI-generated summary from verified user reviews_

##### Pros

- Users find EverAfter to be **intuitive and easy to use** , greatly enhancing customer onboarding and information access.
- Users value the **extremely responsive support** from the EverAfter team, enhancing their onboarding and customer engagement experience.
- Users value the **customization** options in EverAfter, enhancing customer onboarding and saving valuable time for teams.
- Users appreciate the **intuitive interface** of EverAfter, making navigation seamless and enhancing overall user experience.
- Users value the **exceptional customer support** and intuitive features of EverAfter that enhance communication and efficiency.

##### Cons

- Users express disappointment over the **missing features** such as lack of a desktop version and direct file uploads.
- Users experience **integration issues** with EverAfter, limiting functionality and requiring workarounds for data handling.
- Users find the **complexity in configuration and customization** of EverAfter can be overwhelming and time-consuming.
- Users note a **steep learning curve** for effectively using EverAfter, which can hinder adoption and usability.
- Users face **missing functionality** with EverAfter, requiring workarounds and assistance for backend configurations.

#### What Are Recent G2 Reviews of EverAfter?

**["Effortless Onboarding That Saves Us Hundreds of Hours"](https://www.g2.com/survey_responses/everafter-review-11991226)**

**Rating:** 5.0/5.0 stars

_— Alyson C._

[Read full review](https://www.g2.com/survey_responses/everafter-review-11991226)

**["A true partner in strategy and execution, not just a product"](https://www.g2.com/survey_responses/everafter-review-11741724)**

**Rating:** 5.0/5.0 stars

_— Nate A._

[Read full review](https://www.g2.com/survey_responses/everafter-review-11741724)

#### What Are G2 Users Discussing About EverAfter?

- [What is EverAfter used for?](https://www.g2.com/discussions/what-is-everafter-used-for)

### [Catalyst](https://www.g2.com/products/totango-catalyst/reviews)

Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps businesses achieve sustainable success by aligning each action with your customer’s key objectives, ensuring they achieve their desired outcomes for your product or service. Catalyst unlocks your team’s potential to deliver smarter, faster, and scalable results, paving the way for long-term success. Learn more here!

**Average Rating:** 4.5/5.0

**Total Reviews:** 656

#### How Do G2 Users Rate Catalyst?

- **Quality of Support:** 8.9/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.7/10 (Category avg: 8.4/10)
- **Playbooks:** 7.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Catalyst?

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c055ca1d4406b1442de250192896a32c751981491e45014b5bb40827df34236&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F760976%2F&secure%5Burl_type%5D=linkedin_company_website)  
119 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 75% Medium, 13% Small

#### What Do G2 Reviewers Say About Catalyst?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of Catalyst, enabling efficient customer management and clear, practical problem-solving.
- Users appreciate the **automation features** of Catalyst, enhancing efficiency and ensuring proactive customer engagement.
- Users value the **exceptional customer engagement** capabilities of Catalyst, enhancing relationships and driving meaningful outcomes.
- Users appreciate the **seamless integrations** of Catalyst, enhancing efficiency and centralizing customer success data effectively.
- Users find Catalyst's interface to be **intuitive and clean** , making navigation and report pulling effortless.

##### Cons

- Users note a notable **learning curve** with Catalyst, especially for those new to customer success platforms.
- Users find significant **integration issues** with Catalyst, hindering workflow efficiency and complicating customer communication.
- Users are frustrated with the **missing integrations and limited features** in Catalyst, hindering effective workflow management.
- Users find Catalyst to be **not intuitive** , complicating simple tasks and leading to frustration with its functionality.
- Users find the **limited customization** options in Catalyst restrict their ability to tailor dashboards to specific needs.

#### What Are Recent G2 Reviews of Catalyst?

**["Chat and Email-to-File Features Make Workflows Effortless"](https://www.g2.com/survey_responses/catalyst-review-12459474)**

**Rating:** 5.0/5.0 stars

_— Kelli W._

[Read full review](https://www.g2.com/survey_responses/catalyst-review-12459474)

**["Customer Health Monitoring That Simplifies Usage Tracking and Renewals"](https://www.g2.com/survey_responses/catalyst-review-12905872)**

**Rating:** 4.0/5.0 stars

_— Jai M._

[Read full review](https://www.g2.com/survey_responses/catalyst-review-12905872)

#### What Are G2 Users Discussing About Catalyst?

- [What makes Cisco different?](https://www.g2.com/discussions/what-makes-cisco-different)
- [Do you need smartnet to upgrade IOS?](https://www.g2.com/discussions/do-you-need-smartnet-to-upgrade-ios)
- [What is a Cisco switch used for?](https://www.g2.com/discussions/what-is-a-cisco-switch-used-for)
- [What is Catalyst in networking?](https://www.g2.com/discussions/what-is-catalyst-in-networking)

### [Aviso](https://www.g2.com/products/aviso/reviews)

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 mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 978

#### How Do G2 Users Rate Aviso?

- **Quality of Support:** 9.0/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.7/10 (Category avg: 8.4/10)
- **Playbooks:** 8.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Aviso?

- **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc)
- **Company Website:** www.aviso.com
- **Year Founded:** 2014
- **HQ Location:** Redwood City, CA
- **Twitter:** @AvisoInc  
895 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=190c48dc3d3231155d9e9039b9b23a7ea9b937faedc87ba6f04404ba7c38e625&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3713385%2F&secure%5Burl_type%5D=linkedin_company_website)  
379 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 42% Large, 42% Medium

#### What Do G2 Reviewers Say About Aviso?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Aviso, with intuitive filters and clear dashboards enhancing their experience.
- Users value the **AI prediction feature** in Aviso, enhancing their ability to forecast and focus on key deals.
- Users value the **extensive feature set** of Aviso, enhancing their sales forecasting and routines effectively.
- Users enjoy the **clean and organized UI** of Aviso, which enhances navigation and insights for better decision-making.
- Users value the **efficiency** of Aviso, enabling fast updates and seamless data management for sales forecasts.

##### Cons

- Users experience a **steep learning curve** with Aviso, as setup and navigation can be challenging and time-consuming.
- Users report **slow loading times** exceeding 10 seconds per page, hindering their workflow and efficiency.
- Users experience **inaccurate data** with Aviso, leading to issues in salesforce integration and unreliable AI forecasts.
- Users find Aviso's **missing features** frustrating, as it requires additional forecasting processes and complicates usage.
- Users experience **slow performance** , facing lag and delays that hinder data loading and overall usability.

#### What Are Recent G2 Reviews of Aviso?

**["Streamlines Forecasting with Intuitive Insights"](https://www.g2.com/survey_responses/aviso-review-12792275)**

**Rating:** 4.0/5.0 stars

_— Tushar P._

[Read full review](https://www.g2.com/survey_responses/aviso-review-12792275)

**["Aviso Simplifies Sales Forecasting and Keeps Us on Track"](https://www.g2.com/survey_responses/aviso-review-10761402)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/aviso-review-10761402)

#### What Are G2 Users Discussing About Aviso?

- [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for)

### [Totango](https://www.g2.com/products/totango/reviews)

Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales methodology to transform how companies prove customer ROI, drive retention, and earn expansion. The Customer Growth Platform includes Totango Customer Success and Unison Customer Intelligence. Each of these solutions plays a distinct role in the Customer-Led Growth through value realization methodology. Totango Customer Success focuses on tracking customer health and engagement, enabling teams to proactively address potential issues and foster long-term relationships. Unison Customer Intelligence aggregates data from multiple sources, offering insights that help organizations understand customer behavior and preferences. Totango's target audience and target buyers include mid-sized to large enterprises across various industries that prioritize customer retention, renewals, and expansion and that generally rely on subscription-based models, where maintaining customer loyalty is critical to their revenue growth. Key features of Totango include customizable dashboards, real-time analytics, and automated workflows. These tools enable users to visualize customer data effectively, monitor key performance indicators, and automate routine tasks, thereby enhancing efficiency. The platform also supports collaboration among teams, allowing for seamless communication and alignment on customer goals. By providing actionable insights, Totango empowers organizations to refine their revenue strategies and make informed decisions that drive growth. Overall, Totango stands out as a leader in the Customer Success category by offering a holistic approach to managing customer relationships. Its integration of various tools and functionalities allows enterprises to gain a deeper understanding of their customers, ultimately leading to improved satisfaction and loyalty. By investing in Totango, organizations can position themselves for long-term success in an increasingly competitive landscape.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,140

#### How Do G2 Users Rate Totango?

- **Quality of Support:** 8.4/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.3/10 (Category avg: 8.4/10)
- **Playbooks:** 7.6/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Totango?

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c055ca1d4406b1442de250192896a32c751981491e45014b5bb40827df34236&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F760976%2F&secure%5Burl_type%5D=linkedin_company_website)  
119 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, CSM
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Medium, 22% Small

#### What Do G2 Reviewers Say About Totango?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Totango's interface **easy to use and set up** , enhancing their ability to track accounts efficiently.
- Users value the **excellent customer support** from Totango, enhancing their management experience with valuable insights.
- Users appreciate the **functionality** of Totango, enabling seamless tracking, campaign setup, and reporting in one application.
- Users appreciate the **customization options** in Totango, enhancing their ability to track metrics and engage customers effectively.
- Users value the **efficiency** of Totango, enhancing productivity with seamless integrations and streamlined workflows for customer management.

##### Cons

- Users find the **steep learning curve** challenging due to overwhelming data and a lack of educational resources.
- Users find **integration issues** with Totango challenging, as they can be manual and difficult to maintain.
- Users find the **missing features** in Totango frustrating, particularly for managing complex business models and drafts.
- Users find **limited customization** in Totango, making it challenging to tailor the experience without technical assistance.
- Users find the **steep learning curve** challenging, struggling with collaboration and functionality in Totango's interface.

#### What Are Recent G2 Reviews of Totango?

**["Risk evaluation and health scoring"](https://www.g2.com/survey_responses/totango-review-9508942)**

**Rating:** 4.0/5.0 stars

_— Dragomir L._

[Read full review](https://www.g2.com/survey_responses/totango-review-9508942)

**["Beautiful, Visual Customer Data Platform That Beats Spreadsheets"](https://www.g2.com/survey_responses/totango-review-12594697)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/totango-review-12594697)

#### What Are G2 Users Discussing About Totango?

- [What is Totango used for?](https://www.g2.com/discussions/what-is-totango-used-for) - 1 upvote

### [Prolifiq.ai CRUSH](https://www.g2.com/products/prolifiq-ai-crush/reviews)

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 inaccessible. Understand "who is who" within complex accounts and how to leverage those relationships to capture low-hanging fruit from cross-seling or upselling additional products or services. Create key dates and tasks specific to account plan objectives so your entire team is aligned. Keep sales reps on target, on time, and on track toward quota. ✔ CRUSH Relationship Map - Easily identify, reach, and engage key stakeholders to progress key deals and penetrate your largest customers for expansion opportunities. Leverage reports to proactively identify stakeholders you need to engage based on deals you've won in the past, and deals at risk due to limited support. ✔ CRUSH Reports and Dashboards - Understand from a leadership perspective how opportunity plans are impacting win rates and sales cycles, what your best reps do differently, along with a high-level overview of how your team is helping key accounts hit goals, milestones, and key objectives. ✔ CRUSH Account Score - The Account Plan Health Score is a dynamic measurement of progress related to tasks, objectives, goals, and milestones agreed upon by your team and the customer. Proactively get ahead of accounts at risk of churning and improve how quickly customers see the value. ✔ CRUSH White Space - With 1-2 clicks, quickly understand which accounts are more likely to buy and what products or services you can cross-sell or upsell with a visual and dynamic white space chart. ✔ CRUSH Tasks - Streamline collaboration and hold team members accountable within Salesforce. ✔ CRUSH SWOT Analysis - Quickly visualize your strengths, weaknesses, opportunities, and threats to improving growth strategies and tactics. ✔ Team Selling - Provide visibility into key new log pursuits and key accounts between contributors, managers, and senior leadership with living, breathing plans that are consistently worked on in Salesforce. ✔ Collaborate with Customers - Easily export exiting plans into a PDF or PPT for account reviews, QBRs, and more. CRUSH brings account and opportunity planning into Salesforce so that your company owns the data that will drive strategy and execution.

**Average Rating:** 4.7/5.0

**Total Reviews:** 53

#### How Do G2 Users Rate Prolifiq.ai CRUSH?

- **Quality of Support:** 9.8/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 9.2/10 (Category avg: 8.4/10)
- **Playbooks:** 7.7/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Prolifiq.ai CRUSH?

- **Seller:** [Prolifiq Software](https://www.g2.com/sellers/prolifiq-software)
- **Year Founded:** 1999
- **HQ Location:** Beaverton, OR
- **Twitter:** @PROLIFIQAPPS  
514 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ebcdbc1b20f29ad877144ce712ca85ca54510cdb398c8fa301a23f76af666f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprolifiqapps%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®
- **Phone:** 503-684-1415

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 62% Medium, 25% Small

#### What Are Recent G2 Reviews of Prolifiq.ai CRUSH?

**["Intuitive and Flexible"](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-9886657)**

**Rating:** 5.0/5.0 stars

_— Jozlyn B._

[Read full review](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-9886657)

**["Prolifiq Relationship Map powerful tool for stakeholder in Salesforce.com"](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-10002119)**

**Rating:** 4.0/5.0 stars

_— Henk H._

[Read full review](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-10002119)

#### What Are G2 Users Discussing About Prolifiq.ai CRUSH?

- [What is Prolifiq.ai CRUSH used for?](https://www.g2.com/discussions/what-is-prolifiq-ai-crush-used-for)

### [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews)

ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives.

**Average Rating:** 4.4/5.0

**Total Reviews:** 420

#### How Do G2 Users Rate ClientSuccess?

- **Quality of Support:** 8.8/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.1/10 (Category avg: 8.4/10)
- **Playbooks:** 8.3/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind ClientSuccess?

- **Seller:** [ClientSuccess](https://www.g2.com/sellers/clientsuccess)
- **Year Founded:** 2014
- **HQ Location:** American Fork, UT
- **Twitter:** @clientsuccess  
2,157 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9e942cb5bc029644ad429480568eee1f944a48339be154ea8008fea3dcb186d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3595230%2F&secure%5Burl_type%5D=linkedin_company_website)  
38 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Director of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Medium, 42% Small

#### What Do G2 Reviewers Say About ClientSuccess?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **organization and granular client health management** in ClientSuccess, enhancing their support for customers.
- Users love the **exceptional customer support** of ClientSuccess, which enhances their daily operations and customer interactions.
- Users value the **seamless integrations** with tools like Outlook, enhancing their ability to engage with customers effectively.
- Users value the **robust analytics** capabilities in ClientSuccess, enhancing customer support through effective tracking and integrations.
- Users value the **automation features** of ClientSuccess, enhancing their ability to support customers effectively.

##### Cons

- Users are frustrated with the **limitations on active goals** for clients, hindering their productivity and efficiency.
- Users express frustration with the **limited customization** options for managing active goals in ClientSuccess.
- Users express frustration with the **limited features** of ClientSuccess, particularly the restriction on active client goals.
- Users feel the **UI design could be improved** , finding it somewhat complicated despite its overall functionality.

#### What Are Recent G2 Reviews of ClientSuccess?

**["ClientSuccess Boosted Efficiency with Flexible Custom Fields and Reporting"](https://www.g2.com/survey_responses/clientsuccess-review-12477654)**

**Rating:** 4.5/5.0 stars

_— Hannah O._

[Read full review](https://www.g2.com/survey_responses/clientsuccess-review-12477654)

**["Customer Success Manager"](https://www.g2.com/survey_responses/clientsuccess-review-10802123)**

**Rating:** 5.0/5.0 stars

_— Denise S._

[Read full review](https://www.g2.com/survey_responses/clientsuccess-review-10802123)

#### What Are G2 Users Discussing About ClientSuccess?

- [What is ClientSuccess used for?](https://www.g2.com/discussions/what-is-clientsuccess-used-for)
- [What does customer success manager do?](https://www.g2.com/discussions/what-does-customer-success-manager-do)
- [How much does Gainsight cost?](https://www.g2.com/discussions/clientsuccess-how-much-does-gainsight-cost)
- [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) - 1 comment
- [What is customer success platform?](https://www.g2.com/discussions/what-is-customer-success-platform)

### [Backstory](https://www.g2.com/products/people-ai-backstory/reviews)

Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners.

**Average Rating:** 4.5/5.0

**Total Reviews:** 607

#### How Do G2 Users Rate Backstory?

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 9.1/10 (Category avg: 8.4/10)
- **Playbooks:** 8.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Backstory?

- **Seller:** [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d)
- **Company Website:** www.backstory.ai
- **Year Founded:** 2016
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8334add7281c136bf5f8f31c118a1692d9609404f4034f12b68233f822066d27&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbackstory-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
99 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Large, 39% Medium

#### What Do G2 Reviewers Say About Backstory?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **helpful customer success team** at People.ai, enhancing collaboration and support throughout the experience.
- Users commend the **seamless CRM integration** of People.ai, enhancing sales management and driving better decision-making.
- Users praise the **responsive customer support** of People.ai, highlighting their commitment to success and seamless integration.
- Users love the **customization options** with People.ai, promoting seamless integration and tailored insights for improved sales management.
- Users find **Backstory's ease of use** exceptional, enjoying seamless integration and intuitive functionality throughout their workflow.

#### What Are Recent G2 Reviews of Backstory?

**["People.ai Transformed Our Sales Motion with Actionable Insights."](https://www.g2.com/survey_responses/backstory-review-12242339)**

**Rating:** 5.0/5.0 stars

_— Jonathan B._

[Read full review](https://www.g2.com/survey_responses/backstory-review-12242339)

**["Stellar Partnership and Streamlined Sales Processes"](https://www.g2.com/survey_responses/backstory-review-12242865)**

**Rating:** 5.0/5.0 stars

_— Jamie C._

[Read full review](https://www.g2.com/survey_responses/backstory-review-12242865)

#### What Are G2 Users Discussing About Backstory?

- [What is People.ai used for?](https://www.g2.com/discussions/what-is-people-ai-used-for)
- [What is PeopleGlass used for?](https://www.g2.com/discussions/what-is-peopleglass-used-for)

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