Best Customer Revenue Optimization (CRO) Software for Small Business

Julie Jung
JJ
Researched and written by Julie Jung

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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small 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 Small Business Customer Revenue Optimization (CRO) Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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Best Customer Revenue Optimization (CRO) Software At A Glance

Best for Small Businesses:
Planhat
Planhat
Best for Mid-Market:
Planhat
Planhat
Best for Enterprise:
Clari
Clari
Highest User Satisfaction:
Clari
Clari
Best Free Software:
Aviso
Aviso
Show LessShow More
Best for Enterprise:
Clari
Clari
Highest User Satisfaction:
Clari
Clari
Best Free Software:
Aviso
Aviso

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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14 Listings in Small Business Customer Revenue Optimization Available

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    G2 Score
Planhat
(884)4.5 out of 5
Optimized for quick response
10th Easiest To Use in Customer Revenue Optimization software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 59% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    215
    Customer Support
    155
    Customization
    106
    Automation Efficiency
    103
    Helpful
    103
    Cons
    Learning Curve
    113
    Complexity
    78
    Steep Learning Curve
    62
    Integration Issues
    58
    Limitations
    56
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    7.6
    Opportunity Identification
    Average: 8.4
    8.0
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,051 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    227 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 59% Mid-Market
  • 32% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
215
Customer Support
155
Customization
106
Automation Efficiency
103
Helpful
103
Cons
Learning Curve
113
Complexity
78
Steep Learning Curve
62
Integration Issues
58
Limitations
56
View All Pros and Cons
Planhat features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
7.6
Opportunity Identification
Average: 8.4
8.0
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,051 Twitter followers
LinkedIn® Page
www.linkedin.com
227 employees on LinkedIn®
Aligned
(1,064)4.7 out of 5
4th Easiest To Use in Customer Revenue Optimization software
DealsSpecial offer!
10% Off: $26-54 per month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 45% Small-Business
    • 43% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aligned is a sales and customer engagement platform that provides a structured and organized pipeline, customizable templates, and engagement analytics for sales teams and buyers.
    • Reviewers frequently mention the ease of use, the ability to consolidate all prospect materials in one place, and the valuable engagement analytics that show stakeholder interaction.
    • Reviewers noted some initial difficulties with room setup, a desire for more customization options, and occasional issues with backend settings and analytics.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Aligned Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    446
    Centralization
    216
    Team Collaboration
    202
    Efficiency
    196
    Organization
    188
    Cons
    Limited Customization
    80
    Missing Features
    75
    Learning Curve
    74
    Integration Issues
    65
    Limited Features
    65
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aligned features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    8.2
    Opportunity Identification
    Average: 8.4
    9.2
    Playbooks
    Average: 8.4
    5.8
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    5 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    62 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 45% Small-Business
  • 43% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aligned is a sales and customer engagement platform that provides a structured and organized pipeline, customizable templates, and engagement analytics for sales teams and buyers.
  • Reviewers frequently mention the ease of use, the ability to consolidate all prospect materials in one place, and the valuable engagement analytics that show stakeholder interaction.
  • Reviewers noted some initial difficulties with room setup, a desire for more customization options, and occasional issues with backend settings and analytics.
Aligned Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
446
Centralization
216
Team Collaboration
202
Efficiency
196
Organization
188
Cons
Limited Customization
80
Missing Features
75
Learning Curve
74
Integration Issues
65
Limited Features
65
View All Pros and Cons
Aligned features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
8.2
Opportunity Identification
Average: 8.4
9.2
Playbooks
Average: 8.4
5.8
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
5 Twitter followers
LinkedIn® Page
www.linkedin.com
62 employees on LinkedIn®
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Vitally
(686)4.5 out of 5
Optimized for quick response
6th Easiest To Use in Customer Revenue Optimization software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 41% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vitally Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Integrations
    28
    Intuitive
    23
    Customization
    22
    Automation
    21
    Cons
    Complexity
    16
    Integration Issues
    11
    Learning Curve
    10
    Not Intuitive
    9
    Steep Learning Curve
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vitally features and usability ratings that predict user satisfaction
    9.0
    Quality of Support
    Average: 9.3
    8.2
    Opportunity Identification
    Average: 8.4
    8.4
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    478 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    124 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 41% Small-Business
Vitally Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Integrations
28
Intuitive
23
Customization
22
Automation
21
Cons
Complexity
16
Integration Issues
11
Learning Curve
10
Not Intuitive
9
Steep Learning Curve
9
View All Pros and Cons
Vitally features and usability ratings that predict user satisfaction
9.0
Quality of Support
Average: 9.3
8.2
Opportunity Identification
Average: 8.4
8.4
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
478 Twitter followers
LinkedIn® Page
www.linkedin.com
124 employees on LinkedIn®
Gainsight Customer Success
(1,632)4.5 out of 5
Optimized for quick response
12th Easiest To Use in Customer Revenue Optimization software
View top Consulting Services for Gainsight Customer Success
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Gainsight Customer Success (CS) is the command center for post-sale growth, giving CROs and CS leaders the visibility, automation, and AI they need to protect revenue and scale efficiently. Instead of

    Users
    • Customer Success Manager
    • Senior Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 34% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Gainsight Customer Success Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    96
    Centralized Information
    53
    Visibility
    51
    Customer Support
    38
    Intuitive
    37
    Cons
    Not Intuitive
    24
    Missing Features
    22
    Steep Learning Curve
    20
    Limited Customization
    17
    Complexity
    15
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Gainsight Customer Success features and usability ratings that predict user satisfaction
    8.5
    Quality of Support
    Average: 9.3
    7.8
    Opportunity Identification
    Average: 8.4
    8.1
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Gainsight Inc.
    Company Website
    Year Founded
    2009
    HQ Location
    San Francisco, CA
    Twitter
    @GainsightHQ
    13,177 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,095 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Gainsight Customer Success (CS) is the command center for post-sale growth, giving CROs and CS leaders the visibility, automation, and AI they need to protect revenue and scale efficiently. Instead of

Users
  • Customer Success Manager
  • Senior Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 34% Enterprise
Gainsight Customer Success Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
96
Centralized Information
53
Visibility
51
Customer Support
38
Intuitive
37
Cons
Not Intuitive
24
Missing Features
22
Steep Learning Curve
20
Limited Customization
17
Complexity
15
View All Pros and Cons
Gainsight Customer Success features and usability ratings that predict user satisfaction
8.5
Quality of Support
Average: 9.3
7.8
Opportunity Identification
Average: 8.4
8.1
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Gainsight Inc.
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@GainsightHQ
13,177 Twitter followers
LinkedIn® Page
www.linkedin.com
1,095 employees on LinkedIn®
ChurnZero
(1,567)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Customer Revenue Optimization software
View top Consulting Services for ChurnZero
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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.

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 27% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ChurnZero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    165
    Helpful
    110
    Automation
    96
    Customer Support
    93
    Efficiency
    89
    Cons
    Learning Curve
    58
    Complexity
    44
    Not Intuitive
    44
    Missing Features
    41
    Steep Learning Curve
    35
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ChurnZero features and usability ratings that predict user satisfaction
    9.5
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.4
    8.9
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ChurnZero
    Company Website
    Year Founded
    2015
    HQ Location
    Washington, District of Columbia
    Twitter
    @churnzero
    1,832 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    138 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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.

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 27% Small-Business
ChurnZero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
165
Helpful
110
Automation
96
Customer Support
93
Efficiency
89
Cons
Learning Curve
58
Complexity
44
Not Intuitive
44
Missing Features
41
Steep Learning Curve
35
View All Pros and Cons
ChurnZero features and usability ratings that predict user satisfaction
9.5
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.4
8.9
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
ChurnZero
Company Website
Year Founded
2015
HQ Location
Washington, District of Columbia
Twitter
@churnzero
1,832 Twitter followers
LinkedIn® Page
www.linkedin.com
138 employees on LinkedIn®
Clari
(5,587)4.6 out of 5
Optimized for quick response
7th Easiest To Use in Customer Revenue Optimization software
View top Consulting Services for Clari
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 47% Mid-Market
    • 41% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clari is a financial platform that provides features for monitoring the growth and commercial performance of business's financial processes, and aids in the supervision of sales and commercial operations.
    • Reviewers appreciate Clari's bi-directional write capability with CRM, real-time signals, and its advanced resources to analyze financial transactions and predict results for business's commercial interests.
    • Reviewers mentioned issues with Clari's mobile functionality, synchronization with CRM, and the complexity of the platform for new users, as well as the need for more robust mapping and reporting features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clari Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    241
    Features
    180
    Helpful
    171
    Forecasting
    139
    Salesforce Integration
    125
    Cons
    Learning Curve
    80
    Limitations
    63
    Missing Features
    61
    Limited Customization
    59
    Not Intuitive
    57
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clari features and usability ratings that predict user satisfaction
    9.1
    Quality of Support
    Average: 9.3
    8.1
    Opportunity Identification
    Average: 8.4
    7.1
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clari
    Company Website
    Year Founded
    2012
    HQ Location
    Sunnyvale, CA
    Twitter
    @clarihq
    2,140 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    725 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 47% Mid-Market
  • 41% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clari is a financial platform that provides features for monitoring the growth and commercial performance of business's financial processes, and aids in the supervision of sales and commercial operations.
  • Reviewers appreciate Clari's bi-directional write capability with CRM, real-time signals, and its advanced resources to analyze financial transactions and predict results for business's commercial interests.
  • Reviewers mentioned issues with Clari's mobile functionality, synchronization with CRM, and the complexity of the platform for new users, as well as the need for more robust mapping and reporting features.
Clari Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
241
Features
180
Helpful
171
Forecasting
139
Salesforce Integration
125
Cons
Learning Curve
80
Limitations
63
Missing Features
61
Limited Customization
59
Not Intuitive
57
View All Pros and Cons
Clari features and usability ratings that predict user satisfaction
9.1
Quality of Support
Average: 9.3
8.1
Opportunity Identification
Average: 8.4
7.1
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Clari
Company Website
Year Founded
2012
HQ Location
Sunnyvale, CA
Twitter
@clarihq
2,140 Twitter followers
LinkedIn® Page
www.linkedin.com
725 employees on LinkedIn®
Accord
(191)4.9 out of 5
3rd Easiest To Use in Customer Revenue Optimization software
Entry Level Price:Starting at $99.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 eve

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 48% Mid-Market
    • 26% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Accord is a platform designed to streamline the sales process by providing a centralized space for collaboration, resource sharing, and deal management.
    • Users frequently mention that Accord is easy to use, customizable, and enhances collaboration with customers, making it a practical tool for sales teams.
    • Reviewers mentioned that while Accord is generally user-friendly, it can be time-consuming to set up and some users would appreciate more automation and integration with other tools.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Accord Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    49
    Team Collaboration
    34
    Data Centralization
    20
    Organization
    20
    Efficiency
    19
    Cons
    Integration Issues
    6
    Lack of Integrations
    5
    Limited Features
    5
    Time-Consumption
    5
    Time Management
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Accord features and usability ratings that predict user satisfaction
    9.7
    Quality of Support
    Average: 9.3
    7.9
    Opportunity Identification
    Average: 8.4
    9.4
    Playbooks
    Average: 8.4
    4.4
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Accord
    Company Website
    Year Founded
    2020
    HQ Location
    San Francisco, US
    Twitter
    @inaccord
    131 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    208 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 eve

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 48% Mid-Market
  • 26% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Accord is a platform designed to streamline the sales process by providing a centralized space for collaboration, resource sharing, and deal management.
  • Users frequently mention that Accord is easy to use, customizable, and enhances collaboration with customers, making it a practical tool for sales teams.
  • Reviewers mentioned that while Accord is generally user-friendly, it can be time-consuming to set up and some users would appreciate more automation and integration with other tools.
Accord Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
49
Team Collaboration
34
Data Centralization
20
Organization
20
Efficiency
19
Cons
Integration Issues
6
Lack of Integrations
5
Limited Features
5
Time-Consumption
5
Time Management
4
View All Pros and Cons
Accord features and usability ratings that predict user satisfaction
9.7
Quality of Support
Average: 9.3
7.9
Opportunity Identification
Average: 8.4
9.4
Playbooks
Average: 8.4
4.4
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Accord
Company Website
Year Founded
2020
HQ Location
San Francisco, US
Twitter
@inaccord
131 Twitter followers
LinkedIn® Page
www.linkedin.com
208 employees on LinkedIn®
Squivr
(57)5.0 out of 5
1st Easiest To Use in Customer Revenue Optimization software
Entry Level Price:Starting at $10.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 40% Small-Business
    • 39% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Squivr Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Efficiency
    8
    Features
    7
    Salesforce Integration
    6
    Intuitive
    5
    Cons
    Learning Curve
    3
    Salesforce Integration
    2
    Difficult Setup
    1
    Inaccurate Forecasting
    1
    Limited Customization
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Squivr features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    9.7
    Opportunity Identification
    Average: 8.4
    9.9
    Playbooks
    Average: 8.4
    5.7
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Squivr
    Year Founded
    2018
    HQ Location
    Denver, CO
    Twitter
    @Squivr1
    165 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 40% Small-Business
  • 39% Mid-Market
Squivr Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Efficiency
8
Features
7
Salesforce Integration
6
Intuitive
5
Cons
Learning Curve
3
Salesforce Integration
2
Difficult Setup
1
Inaccurate Forecasting
1
Limited Customization
1
View All Pros and Cons
Squivr features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
9.7
Opportunity Identification
Average: 8.4
9.9
Playbooks
Average: 8.4
5.7
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Squivr
Year Founded
2018
HQ Location
Denver, CO
Twitter
@Squivr1
165 Twitter followers
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
Totango
(1,146)4.3 out of 5
Optimized for quick response
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Totango Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    202
    Customer Support
    98
    Helpful
    98
    Customization
    97
    Efficiency
    94
    Cons
    Learning Curve
    83
    Integration Issues
    65
    Missing Features
    57
    Limited Customization
    49
    Steep Learning Curve
    49
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Totango features and usability ratings that predict user satisfaction
    8.4
    Quality of Support
    Average: 9.3
    7.3
    Opportunity Identification
    Average: 8.4
    7.6
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    151 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 22% Small-Business
Totango Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
202
Customer Support
98
Helpful
98
Customization
97
Efficiency
94
Cons
Learning Curve
83
Integration Issues
65
Missing Features
57
Limited Customization
49
Steep Learning Curve
49
View All Pros and Cons
Totango features and usability ratings that predict user satisfaction
8.4
Quality of Support
Average: 9.3
7.3
Opportunity Identification
Average: 8.4
7.6
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®
Zomentum e-Sign and Payment
(30)4.6 out of 5
11th Easiest To Use in Customer Revenue Optimization software
Entry Level Price:$83.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow,

    Users
    • Managing Director
    Industries
    • Information Technology and Services
    • Computer & Network Security
    Market Segment
    • 97% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zomentum e-Sign and Payment Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automation
    1
    Customer Satisfaction
    1
    Customer Support
    1
    Deal Management
    1
    Document Management
    1
    Cons
    Interface Usability
    1
    Outdated Design
    1
    Poor Interface Design
    1
    UI Improvements
    1
    UX Improvement
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zomentum e-Sign and Payment features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zomentum
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow,

Users
  • Managing Director
Industries
  • Information Technology and Services
  • Computer & Network Security
Market Segment
  • 97% Small-Business
  • 3% Mid-Market
Zomentum e-Sign and Payment Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automation
1
Customer Satisfaction
1
Customer Support
1
Deal Management
1
Document Management
1
Cons
Interface Usability
1
Outdated Design
1
Poor Interface Design
1
UI Improvements
1
UX Improvement
1
View All Pros and Cons
Zomentum e-Sign and Payment features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Zomentum
Year Founded
2018
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®
Catalyst
(659)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 busines

    Users
    • Customer Success Manager
    • Senior Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 75% Mid-Market
    • 13% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Catalyst Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    45
    Automation
    21
    Integrations
    21
    User Interface
    21
    Customer Engagement
    19
    Cons
    Integration Issues
    15
    Learning Curve
    15
    Missing Features
    12
    Not Intuitive
    12
    Difficult Navigation
    10
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Catalyst features and usability ratings that predict user satisfaction
    8.9
    Quality of Support
    Average: 9.3
    7.7
    Opportunity Identification
    Average: 8.4
    7.9
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Totango
    Company Website
    Year Founded
    2010
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    151 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 busines

Users
  • Customer Success Manager
  • Senior Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 75% Mid-Market
  • 13% Small-Business
Catalyst Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
45
Automation
21
Integrations
21
User Interface
21
Customer Engagement
19
Cons
Integration Issues
15
Learning Curve
15
Missing Features
12
Not Intuitive
12
Difficult Navigation
10
View All Pros and Cons
Catalyst features and usability ratings that predict user satisfaction
8.9
Quality of Support
Average: 9.3
7.7
Opportunity Identification
Average: 8.4
7.9
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Totango
Company Website
Year Founded
2010
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®
Aviso
(950)4.4 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 43% Mid-Market
    • 42% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aviso is a sales forecasting and analytics tool that integrates with Salesforce and provides AI insights, predictive analysis, and customizable dashboards for managing sales data.
    • Users like Aviso's intuitive and user-friendly interface, its ability to provide a comprehensive overview of sales forecasts and pipelines, and its time-saving features such as automatic updates and easy customization.
    • Users reported issues with Aviso's data synchronization with Salesforce, occasional system lags and crashes, and a steep learning curve for understanding and utilizing all of its features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Aviso Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    88
    Forecasting
    68
    Features
    54
    User Interface
    46
    Efficiency
    43
    Cons
    Learning Curve
    37
    Slow Loading
    24
    Inaccurate Data
    23
    Missing Features
    23
    Slow Performance
    23
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aviso features and usability ratings that predict user satisfaction
    9.1
    Quality of Support
    Average: 9.3
    8.7
    Opportunity Identification
    Average: 8.4
    8.4
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aviso, Inc.
    Company Website
    Year Founded
    2014
    HQ Location
    Redwood City, CA
    Twitter
    @AvisoInc
    907 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    351 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 43% Mid-Market
  • 42% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aviso is a sales forecasting and analytics tool that integrates with Salesforce and provides AI insights, predictive analysis, and customizable dashboards for managing sales data.
  • Users like Aviso's intuitive and user-friendly interface, its ability to provide a comprehensive overview of sales forecasts and pipelines, and its time-saving features such as automatic updates and easy customization.
  • Users reported issues with Aviso's data synchronization with Salesforce, occasional system lags and crashes, and a steep learning curve for understanding and utilizing all of its features.
Aviso Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
88
Forecasting
68
Features
54
User Interface
46
Efficiency
43
Cons
Learning Curve
37
Slow Loading
24
Inaccurate Data
23
Missing Features
23
Slow Performance
23
View All Pros and Cons
Aviso features and usability ratings that predict user satisfaction
9.1
Quality of Support
Average: 9.3
8.7
Opportunity Identification
Average: 8.4
8.4
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Aviso, Inc.
Company Website
Year Founded
2014
HQ Location
Redwood City, CA
Twitter
@AvisoInc
907 Twitter followers
LinkedIn® Page
www.linkedin.com
351 employees on LinkedIn®
ClientSuccess
(423)4.4 out of 5
View top Consulting Services for ClientSuccess
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 life

    Users
    • Customer Success Manager
    • Director of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 42% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ClientSuccess Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Client Management
    2
    Customer Support
    2
    Integrations
    2
    Analytics
    1
    Automation
    1
    Cons
    Field Limitations
    1
    Limited Customization
    1
    Limited Features
    1
    Poor UI Design
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ClientSuccess features and usability ratings that predict user satisfaction
    8.8
    Quality of Support
    Average: 9.3
    8.1
    Opportunity Identification
    Average: 8.4
    8.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ClientSuccess
    Year Founded
    2014
    HQ Location
    American Fork, UT
    Twitter
    @clientsuccess
    2,167 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 life

Users
  • Customer Success Manager
  • Director of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 42% Small-Business
ClientSuccess Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Client Management
2
Customer Support
2
Integrations
2
Analytics
1
Automation
1
Cons
Field Limitations
1
Limited Customization
1
Limited Features
1
Poor UI Design
1
View All Pros and Cons
ClientSuccess features and usability ratings that predict user satisfaction
8.8
Quality of Support
Average: 9.3
8.1
Opportunity Identification
Average: 8.4
8.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
ClientSuccess
Year Founded
2014
HQ Location
American Fork, UT
Twitter
@clientsuccess
2,167 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
Recapped.io
(179)4.6 out of 5
13th Easiest To Use in Customer Revenue Optimization software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 44% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Recapped.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    14
    Centralization
    6
    Customization
    6
    Sales Process
    6
    Helpful
    5
    Cons
    Editing Issues
    2
    Branding Issues
    1
    Change Management
    1
    Complex UI
    1
    Difficult Customization
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Recapped.io features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 9.3
    8.8
    Opportunity Identification
    Average: 8.4
    9.1
    Playbooks
    Average: 8.4
    9.7
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Recapped.io
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @GetRecapped
    180 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 44% Small-Business
Recapped.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
14
Centralization
6
Customization
6
Sales Process
6
Helpful
5
Cons
Editing Issues
2
Branding Issues
1
Change Management
1
Complex UI
1
Difficult Customization
1
View All Pros and Cons
Recapped.io features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 9.3
8.8
Opportunity Identification
Average: 8.4
9.1
Playbooks
Average: 8.4
9.7
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Recapped.io
Year Founded
2018
HQ Location
New York
Twitter
@GetRecapped
180 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
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