# Best Customer Revenue Optimization (CRO) Software for Medium-Sized Businesses - Page 2 ## How Many Customer Revenue Optimization (CRO) Software Products Does G2 Track? **Total Products under this Category:** 66 ### Category Stats (Aug 2026) - **Average Rating:** 4.6/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Oliv AI (+2.38%) - Among all products in this category, Oliv AI recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Customer Revenue Optimization (CRO) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 19,500+ Authentic Reviews - 66+ 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=7788&focus%5B%5D=1202953&focus%5B%5D=3054&focus%5B%5D=70836&focus%5B%5D=155339&focus%5B%5D=130126) Highlighted products: ChurnZero, Planhat, Clari, Aligned, Gainsight Customer Success, Vitally, Accord, 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=clari&focus%5B%5D=teamaligned&focus%5B%5D=gainsight-customer-success&focus%5B%5D=vitally&focus%5B%5D=accord-accord&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=2026-08-01T15%3A59%3A23Z&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%3Fpage%3D2&secure%5Btoken%5D=8563fbce2aa018d7b0fd6762999b94aa4dc8ac3203e1b07fddb793d2e1fe6254&secure%5Burl%5D=https%3A%2F%2Finaccord.com%2Fbook-demo&secure%5Burl_type%5D=book_demo) ### [Hook](https://www.g2.com/products/hook-technology/reviews) Hook enables businesses to grow revenue from their customers using data. We help revenue teams forecast their growth, focus their time and act faster. We monitor all aspects of how your customers engage with your team and product to know when things are going well, and when things aren't going as expected. Hook helps your team to take action by triggering engagement through emails and nudges, and we measure what works. Through predictive machine learning, we take the guesswork out of your day to day and focus your time where it matters most. Visit us at hook.co and follow @hook-technology on Linkedin **Average Rating:** 4.7/5.0 **Total Reviews:** 53 #### How Do G2 Users Rate Hook? - **Quality of Support:** 9.6/10 (Category avg: 9.3/10) - **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10) - **Playbooks:** 6.7/10 (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 Hook? - **Seller:** [Hook](https://www.g2.com/sellers/hook-75b3ae03-b377-4473-833d-90fbacb13a44) - **Year Founded:** 2020 - **HQ Location:** London, England - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ac2d34d944e444f60d766a64521c3584aa7525529e31b6d35701c238a84637&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhook-technology%2F&secure%5Burl_type%5D=linkedin_company_website) 81 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 85% Medium, 11% Large #### What Do G2 Reviewers Say About Hook? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **meaningful and actionable insights** from Hook, enhancing customer success and driving data-driven decisions. - Users love the **intuitive dashboards** of Hook, which simplify tracking customer usage and managing goals effectively. - Users value the **granular and actionable insights** from Hook's reporting, empowering data-driven decision-making for customer success. - Users value the **visibility of customer usage data** provided by Hook, enabling effective risk management and growth identification. - Users appreciate the **intuitive user interface** of Hook, making it easy to navigate and utilize features effectively. ##### Cons - Users find the **note management frustrating** due to bugs and delays, impacting their overall experience with Hook. - Users report **dashboard issues** such as glitches and missing customer data, causing minor annoyances during use. - Users experience **data delays** that hinder timely insights, impacting the accuracy of customer engagement and health scores. - Users faced challenges with **data inaccuracy** and delays in retrieval, affecting reliability in customer assessments. - Users find **inaccurate forecasting** frustrating at first, though improvements are expected as the software learns over time. #### What Are Recent G2 Reviews of Hook? **["Flexible Automations and Insightful Chat Power Our Self-Serve Customer Journey"](https://www.g2.com/survey_responses/hook-review-12573981)** **Rating:** 5.0/5.0 stars _— Charlie D._ [Read full review](https://www.g2.com/survey_responses/hook-review-12573981) **["Massive time-saver for CSM teams"](https://www.g2.com/survey_responses/hook-review-12572980)** **Rating:** 4.5/5.0 stars _— Collin W._ [Read full review](https://www.g2.com/survey_responses/hook-review-12572980) ### [DemandFarm](https://www.g2.com/products/demandfarm/reviews) DemandFarm's Key Account Management software suite is purpose-built to help you unlock the full revenue potential of your strategic accounts. DemandFarm gives sales leaders and account managers everything they need to build strategic relationships, uncover expansion revenue blind spots, and close large complex deals faster. A peek into the world’s favorite strategic account management software suite: - Sales account planning software to simplify & standardize account plans - Relationship mapping software to visualize complex account hierarchies - Opportunity management software to boost adoption of any sales methodology and accelerate deal velocity Since 2016, DemandFarm has helped 250+ global organizations like DHL, Zebra Technologies, TaskUs, HCLTech and Belden spot growth opportunities in their key accounts, visualize key relationships, boost upsell and cross-sell revenue, win large deals, and centralize key account intelligence. **Average Rating:** 4.4/5.0 **Total Reviews:** 45 #### How Do G2 Users Rate DemandFarm? - **Quality of Support:** 9.4/10 (Category avg: 9.3/10) - **Opportunity Identification:** 8.9/10 (Category avg: 8.4/10) - **Playbooks:** 8.1/10 (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 DemandFarm? - **Seller:** [Demand Farm](https://www.g2.com/sellers/demand-farm) - **Year Founded:** 2016 - **HQ Location:** NY, New York - **Twitter:** @demandfarm 3,314 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=23142d16c61dd1f4875d5b0551ae23bb5f1bd3c9a9cded5e522a64fb7adb3be4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdemandfarm&secure%5Burl_type%5D=linkedin_company_website) 45 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 58% Medium, 33% Large #### What Are Recent G2 Reviews of DemandFarm? **["DemandFarm is a useful tool for strategic selling"](https://www.g2.com/survey_responses/demandfarm-review-7968562)** **Rating:** 4.5/5.0 stars _— Timothy C._ [Read full review](https://www.g2.com/survey_responses/demandfarm-review-7968562) **["Account Manager Tools for Key Accounts"](https://www.g2.com/survey_responses/demandfarm-review-8241749)** **Rating:** 5.0/5.0 stars _— Blanche C._ [Read full review](https://www.g2.com/survey_responses/demandfarm-review-8241749) ### [CustomerSuccessBox](https://www.g2.com/products/customersuccessbox/reviews) 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 a solution which could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption and usage analysis, and calculating customer health score. It enables customer success managers (CSM)to deliver a consistent customer onboarding experience, improve customer retention, reduce churn,drive upsell and expansion and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent pending technology is built to handle ~ 2,200 events/second to monitor customer account health. CustomerSuccessBox is being used by global clients like Pipedrive, Raken, Locus, Headset, Netcore, Propertybase, Orange, Hubilio and more. **Average Rating:** 4.5/5.0 **Total Reviews:** 134 #### How Do G2 Users Rate CustomerSuccessBox? - **Quality of Support:** 9.3/10 (Category avg: 9.3/10) - **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10) - **Playbooks:** 8.8/10 (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 CustomerSuccessBox? - **Seller:** [CustomerSuccessBox](https://www.g2.com/sellers/customersuccessbox) - **Year Founded:** 2018 - **HQ Location:** San Francisco, California - **Twitter:** @CustSuccessBox 733 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26f7558033f1ffc595f30083519eefb405de4d24399282e5fd7c59164e3b1679&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13301853%2F&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 73% Medium, 22% Small #### What Are Recent G2 Reviews of CustomerSuccessBox? **["Nice tool to use for managing"](https://www.g2.com/survey_responses/customersuccessbox-review-7031310)** **Rating:** 4.5/5.0 stars _— Deep P._ [Read full review](https://www.g2.com/survey_responses/customersuccessbox-review-7031310) **["Great tool for 360 degree view of your accounts"](https://www.g2.com/survey_responses/customersuccessbox-review-7082848)** **Rating:** 4.0/5.0 stars _— Himanshi G._ [Read full review](https://www.g2.com/survey_responses/customersuccessbox-review-7082848) #### What Are G2 Users Discussing About CustomerSuccessBox? - [What is CustomerSuccessBox used for?](https://www.g2.com/discussions/what-is-customersuccessbox-used-for) ### [Squivr](https://www.g2.com/products/squivr/reviews) Squivr: The Revenue Execution Platform for Salesforce Transform Salesforce from a system of record into a system of revenue execution. Squivr empowers revenue teams to plan, map, execute, strategize, and grow customer relationships directly within Salesforce. By combining Account Planning, Relationship Intelligence, Revenue Analytics, and Team Collaboration into a single native platform, Squivr helps organizations align teams, uncover opportunities, and drive predictable growth. Whether you're managing strategic accounts, expanding existing customers, or executing complex sales cycles, Squivr gives every stakeholder a shared view of the customer and a clear path to success. Relationship Intelligence Suite ArcSight + ArcGroups Revenue is driven by relationships. Squivr's Relationship Intelligence Suite helps teams understand who matters, how they are connected, and where opportunities and risks exist across every account. With ArcSight and ArcGroups, teams can: Visualize stakeholder networks and organizational relationships Identify champions, influencers, decision-makers, and blockers Track account team engagement and relationship strength Manage strategic partners, vendors, implementation teams, and customer contacts Build stronger, multi-threaded relationships across the customer lifecycle Improve account coverage and reduce single-threaded risk Relationship Intelligence provides the context revenue teams need to engage more effectively and win more often. Account Planning Suite Playbooks, Action Plans, SWOT, Competitive Analysis, and Whitespace Analysis The best revenue teams don't leave growth to chance. They execute against a plan. Squivr's Account Planning Suite enables organizations to operationalize their revenue strategy directly inside Salesforce. With Squivr, teams can: Build and standardize account planning processes Operationalize sales methodologies and customer success frameworks Execute strategic initiatives with Playbooks and Action Plans Conduct SWOT and Competitive Analysis Identify whitespace opportunities across products, business units, and geographies Understand account penetration and share-of-wallet Tier, segment, and prioritize accounts based on growth potential Align sales, customer success, account management, and leadership around a shared strategy Turn static account plans into living, actionable revenue strategies. Revenue Visibility and Growth Intelligence Squivr helps organizations move beyond activity tracking and into strategic revenue management. Gain visibility into: Total account spend Product adoption and expansion opportunities Revenue by account, business unit, and product family Strategic account health and growth potential Relationship coverage and engagement Forecasting and growth initiatives By bringing account intelligence and execution together, Squivr helps teams make better decisions and drive measurable business outcomes. Why Squivr? Squivr connects every step of the revenue journey: Plan with Account Planning and Playbooks Map relationships with ArcSight and ArcGroups Execute with Action Plans and Milestones Strategize with SWOT and Competitive Analysis Collaborate through Squivr Workspaces Visualize account intelligence and relationship networks Optimize revenue performance with analytics and insights All natively inside Salesforce. One Platform. One Strategy. One Source of Truth. Squivr empowers Sales, Customer Success, Account Management, Business Development, and Leadership teams to operate from a shared strategy, execute with confidence, and accelerate revenue growth. Plan smarter. Build stronger relationships. Execute with purpose. Grow predictably. That's the power of Squivr. **Average Rating:** 5.0/5.0 **Total Reviews:** 57 #### How Do G2 Users Rate Squivr? - **Quality of Support:** 10.0/10 (Category avg: 9.3/10) - **Opportunity Identification:** 9.7/10 (Category avg: 8.4/10) - **Playbooks:** 9.9/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 5.7/10 (Category avg: 10/10) #### Who Is the Company Behind Squivr? - **Seller:** [Squivr](https://www.g2.com/sellers/squivr) - **Year Founded:** 2018 - **HQ Location:** Denver, CO - **Twitter:** @Squivr1 155 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=261eec09f6967d7be030df74d247c098eaf65efe8f73fe85b63ac302840c0cc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsquivr%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Small, 37% Medium #### What Do G2 Reviewers Say About Squivr? _AI-generated summary from verified user reviews_ ##### Pros - Users praise Squivr for its **ease of use** , simplifying complex account management with intuitive features and seamless Salesforce integration. - Users find Squivr highly **efficient** , streamlining data tracking and stakeholder mapping within Salesforce for seamless workflow. - Users find Squivr's interface **intuitive** , facilitating seamless navigation and enhancing collaboration across teams efficiently. - Users appreciate Squivr's **responsive customer support** , noting quick and helpful assistance throughout their project experience. - Users appreciate the **intuitive UI and powerful visualizations** of Squivr, enhancing their ability to manage complex relationships. ##### Cons - Users find a **slight learning curve** in configuring templates and layouts, particularly aligning with Salesforce structures. - Users face a **slight learning curve** when configuring Squivr to align with existing Salesforce structures effectively. - Users find the **difficult setup** of Squivr challenging, requiring significant effort from admins for optimal configuration. - Users express concerns about **inaccurate forecasting** , leading to distrust in data and resistance from the sales team. - Users note the **limited customization** of Squivr, making it challenging to tailor the tool to specific needs. #### What Are Recent G2 Reviews of Squivr? **["User-Friendly, Object-Agnostic Org Charts for Salesforce Hierarchies"](https://www.g2.com/survey_responses/squivr-review-12712910)** **Rating:** 5.0/5.0 stars _— Verified User in Online Media_ [Read full review](https://www.g2.com/survey_responses/squivr-review-12712910) **["Keeps our deals on track, keeps our revenue flow accelerating"](https://www.g2.com/survey_responses/squivr-review-7850851)** **Rating:** 5.0/5.0 stars _— Jeff F._ [Read full review](https://www.g2.com/survey_responses/squivr-review-7850851) #### What Are G2 Users Discussing About Squivr? - [What is Squivr used for?](https://www.g2.com/discussions/what-is-squivr-used-for) ### [dealpad](https://www.g2.com/products/dealpad/reviews) dealpad is a Sales Platform used by B2B software sales teams to discover, access and engage their buying teams. The outcomes you can expect from using dealpad's software are an increase in win-rate, reduction in time wasted on deals that don't close, shorter sales cycles and ultimately, more deals closed and more sales people delivering quota. **Average Rating:** 5.0/5.0 **Total Reviews:** 30 #### How Do G2 Users Rate dealpad? - **Quality of Support:** 9.6/10 (Category avg: 9.3/10) - **Opportunity Identification:** 10.0/10 (Category avg: 8.4/10) - **Playbooks:** 8.7/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10.0/10 (Category avg: 10/10) #### Who Is the Company Behind dealpad? - **Seller:** [dealpad](https://www.g2.com/sellers/dealpad) - **Year Founded:** 2020 - **HQ Location:** Seattle, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b089d6b46e1f23483b6180c7aab229fdebf4322c693539ccd2c629c3f519b042&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdealpad-io&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 84% Medium, 10% Small #### What Are Recent G2 Reviews of dealpad? **["Closed my biggest ever deal using Dealpad"](https://www.g2.com/survey_responses/dealpad-review-8701272)** **Rating:** 5.0/5.0 stars _— Claudia P._ [Read full review](https://www.g2.com/survey_responses/dealpad-review-8701272) **["It's been a game changer"](https://www.g2.com/survey_responses/dealpad-review-8631022)** **Rating:** 5.0/5.0 stars _— Anish S._ [Read full review](https://www.g2.com/survey_responses/dealpad-review-8631022) ### [Kapta](https://www.g2.com/products/kapta/reviews) Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers? **Average Rating:** 4.7/5.0 **Total Reviews:** 18 #### How Do G2 Users Rate Kapta? - **Quality of Support:** 9.4/10 (Category avg: 9.3/10) - **Opportunity Identification:** 8.3/10 (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 Kapta? - **Seller:** [Kapta](https://www.g2.com/sellers/kapta) - **Year Founded:** 2008 - **HQ Location:** Boulder, CO. - **Twitter:** @kapta 1,520 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3d6365d26d67c4ea5aefa0910118415ded417d8a57d112661cceee776908e2b1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkapta%2F&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 56% Medium, 39% Small #### What Do G2 Reviewers Say About Kapta? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive reporting and sentiment analysis** in Kapta, enhancing their account engagement strategies effectively. - Users appreciate Kapta's **superior customer support** and seamless onboarding experience, enhancing account management efficiency. - Users value the **efficiency** of Kapta for tracking account management and enhancing engagement strategies effectively. - Users appreciate the **intuitive reporting** and sentiment analysis of Kapta, enhancing account management and engagement strategies. - Users appreciate the **intuitive reporting and sentiment analysis** in Kapta, enhancing account engagement strategies effectively. #### What Are Recent G2 Reviews of Kapta? **["A great account management platform to monitor and grow revenue with existing customers"](https://www.g2.com/survey_responses/kapta-review-10803863)** **Rating:** 5.0/5.0 stars _— Pam D._ [Read full review](https://www.g2.com/survey_responses/kapta-review-10803863) **["Helpful Relationship Management Tool"](https://www.g2.com/survey_responses/kapta-review-4651679)** **Rating:** 5.0/5.0 stars _— Matt M._ [Read full review](https://www.g2.com/survey_responses/kapta-review-4651679) #### What Are G2 Users Discussing About Kapta? - [What is Kapta used for?](https://www.g2.com/discussions/what-is-kapta-used-for) ### [Recapped.io](https://www.g2.com/products/recapped-io/reviews) 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 steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page. **Average Rating:** 4.6/5.0 **Total Reviews:** 177 #### How Do G2 Users Rate Recapped.io? - **Quality of Support:** 9.4/10 (Category avg: 9.3/10) - **Opportunity Identification:** 8.8/10 (Category avg: 8.4/10) - **Playbooks:** 9.1/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 9.7/10 (Category avg: 10/10) #### Who Is the Company Behind Recapped.io? - **Seller:** [Recapped.io](https://www.g2.com/sellers/recapped-io) - **Year Founded:** 2018 - **HQ Location:** New York - **Twitter:** @GetRecapped 175 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=09b13cefda51b129ae3cde462d0aa877766e5610ff59a14df046c0812fdd2aad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18194833%2F&secure%5Burl_type%5D=linkedin_company_website) 12 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:** 46% Medium, 44% Small #### What Do G2 Reviewers Say About Recapped.io? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Recapped.io, enjoying its seamless integration and interactive features for sales processes. - Users value the **centralized communication** in Recapped.io, enhancing collaboration and streamlining sales processes effectively. - Users value the **customization options** of Recapped.io, enabling tailored solutions for their unique sales processes. - Users highlight the **collaborative sales process** of Recapped.io, enhancing communication and organization throughout sales cycles. - Users value the **helpful centralization of communication** in Recapped.io, enhancing collaboration throughout the sales lifecycle. ##### Cons - Users find **editing issues** in Recapped.io, like non-chronological date rearrangement and limited table configurations, frustrating. - Users desire **white-labeled invites** for MAP, as current branding affects professionalism and user experience. - Users note that **due date changes don't automatically re-arrange** , requiring manual adjustments for better organization. - Users find the **complex UI** of Recapped.io makes navigation difficult and hampers their overall experience. - Users find **difficult customization** in Recapped.io limits their ability to configure tables easily compared to Excel. #### What Are Recent G2 Reviews of Recapped.io? **["New user to Recapped.io"](https://www.g2.com/survey_responses/recapped-io-review-10776432)** **Rating:** 5.0/5.0 stars _— Stephen F._ [Read full review](https://www.g2.com/survey_responses/recapped-io-review-10776432) **["Great Product, Outstanding Customer Service"](https://www.g2.com/survey_responses/recapped-io-review-10914974)** **Rating:** 5.0/5.0 stars _— Luke G._ [Read full review](https://www.g2.com/survey_responses/recapped-io-review-10914974) #### What Are G2 Users Discussing About Recapped.io? - [What is Recapped.io used for?](https://www.g2.com/discussions/what-is-recapped-io-used-for) - 1 comment - [‹ Prev‹ Prev](/categories/customer-revenue-optimization/mid-market?order=g2_score#product-list) - [1](/categories/customer-revenue-optimization/mid-market?order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [Relational Databases](https://www.g2.com/categories/relational-databases) [Project Management Software](https://www.g2.com/categories/project-management) [User Research Tools](https://www.g2.com/categories/user-research) [Voice Recognition Software](https://www.g2.com/categories/voice-recognition) [Managed Detection and Response (MDR) Software](https://www.g2.com/categories/managed-detection-and-response-mdr) Similar Categories - [CRM](/categories/crm) - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) - [Revenue Operations & Intelligence (RO&I)](/categories/revenue-operations-intelligence-ro-i) [Browse Customer Revenue Optimization Themes](/categories/customer-revenue-optimization/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated Products classified in the overall Customer Revenue Optimization category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Customer Revenue Optimization to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Customer Revenue Optimization category. In addition to qualifying for inclusion in the Customer Revenue Optimization (CRO) Software category, to qualify for inclusion in the Medium-Sized Business Customer Revenue Optimization (CRO) Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. Show More