# Best Customer Revenue Optimization (CRO) Software

  *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)*

   Customer revenue optimization (CRO) software helps sales organizations increase revenue from key accounts by aligning with other customer-facing functions, such as marketing and customer service, to become an extended revenue team. The software harnesses knowledge from throughout the business to understand customer needs and deliver outcomes that fulfill them at any point of contact. This maximizes the vendor’s revenue per customer by maintaining an active relationship throughout the customer life cycle.

An evolution of [CRM software](https://www.g2.com/categories/crm), CRO relies on data from that system to fuel intelligent interactions. Tools within a customer revenue optimization system may include relationship maps and organizational charts, sales analytics, customer account planning, automated deal renewal, or other applications that support winning bigger deals through better understanding of the customer.

Sales teams are the primary beneficiaries of a CRO implementation, and are usually the ones who are considered to “own" it. However, like CRM, it becomes more useful with greater levels of adoption. The software can surface more insights and recognize more opportunities when it has more interaction data to digest.

To qualify for inclusion in the Customer Revenue Optimization category, a product must:

- Integrate with a company’s CRM software
- Provide customer data, communication tools, and automations for managing customer interactions at all points
- Map revenue team activities to customer outcomes
- Leverage CRM data via algorithms or AI for insights about sales team effectiveness, forecast accuracy, and revenue attainment




  
## Category Overview

**Total Products under this Category:** 66

  
## Trust & Credibility Stats

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

- 30 Analysts and Data Experts
- 18,500+ 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.

  
## Best Customer Revenue Optimization (CRO) Software At A Glance

- **Leader:** [Clari](https://www.g2.com/products/clari/reviews)
- **Highest Performer:** [MaxIQ](https://www.g2.com/products/maxiq/reviews)
- **Easiest to Use:** [Squivr](https://www.g2.com/products/squivr/reviews)
- **Top Trending:** [Aviso](https://www.g2.com/products/aviso/reviews)
- **Best Free Software:** [Aviso](https://www.g2.com/products/aviso/reviews)

  
---

**Sponsored**

### Conga Advantage CPQ

In today’s hyper-competitive market, selling isn’t just about closing deals; it’s about configuring the right solution, pricing it accurately, and quoting it in a timely manner to win the deal. This has become more difficult as the sales landscape evolves, making Configure Price Quote (CPQ) solutions even more essential. Conga CPQ is the only CPQ solution that can provide an alignment of operations across the entire commerce chain. This provides a single flow from quote to cash utilizing a single data model, where configured orders automatically consider negotiated products and pricing, and mixed billing is the norm. Conga CPQ helps companies shorten sales cycles, eliminate errors, and accelerate revenue with confidence. Key Features of Conga CPQ to transform your sales process: Robust Configuration and Pricing Rules: Consistent configuration and pricing rules across all channels guide the user through the configuration process to ensure the appropriate item is ordered and priced based on exact customer needs, eliminating the back and forth with the customer. Line Level Price Waterfall: Once discounts and promotions are applied, the user can select “analyze quote” to view the price waterfall, which shows details of the original price and all the items that went into the final price, as well as the cost to determine the margin. Contractual Awareness: Ensures that contractual agreements for pricing and product are being observed. Simply by placing the contract number into the account, the pricing engine will recognize that contract and insert the appropriate price. Deal Guidance: Provides visual cues to help users determine the optimal solutions for customers while staying within organizational parameters, avoiding time-consuming approvals. Subscription Management: Conga CPQ automatically manages any changes to terms, order amounts, swap-outs, or cancellations of subscription orders without the need for lengthy manual processes to update orders, agreements, and billing. Automated Workflows: Automated workflows streamline approvals and legal contract management, expediting the entire quoting process. Composable Commerce: With robust APIs and a comprehensive Software Development Kit (SDK), Conga CPQ enables organizations to utilize the same configuration and pricing engine, and a single catalog as part of any commerce process, such as self-service portals, customer support systems, and partner platforms. Unified Data Model: Businesses can easily track customer purchase history, and any subscription adjustments automatically flow into existing orders and billing, ensuring seamless revenue management across all channels. Document Generation: Instantly generate branded, professional quotes and proposals using Conga Document Automation. UI Flexibility: Customers can choose from multiple UI options such as a Web UI for remote sellers, imbed Conga CPQ into existing eCommerce solution such as self-service portals, customer support systems, existing CRM solutions like Salesforce or Microsoft, or create a new eCommerce site using a Conga-provided Software Development Kit. Analytics & Reporting: Gain real-time visibility into quote performance, pricing trends, and sales cycle bottlenecks. Why Conga CPQ stands out in the CPQ Market: Conga CPQ sets itself apart in the CPQ landscape by offering unmatched flexibility, CRM-agnostic integration, and robust configuration capabilities, all within a scalable, enterprise-ready platform. Unlike other CPQ tools that struggle with complexity or require heavy customization, Conga CPQ adapts to your business rules and sales processes with minimal overhead. Support for Solution Selling: Conga CPQ supports evolving business models that incorporate the configuration and sale of multiple solutions (product, services, subscriptions, usage, etc.) on a single order. Enterprise-Ready Flexibility: Handles everything from simple quotes to highly complex, multi-tiered product configurations without sacrificing speed or control. Single Commerce Platform: Powered by the Conga Revenue Lifecycle Cloud, Conga CPQ seamlessly connects every step of revenue capture, from pricing and quoting to contract renewal to billing, through a single, fully extensible data model tailored to meet specific business needs. Robust APIs: With an API-first approach, Conga CPQ delivers a unified commerce experience across all go-to-market channels.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2050&secure%5Bdisplayable_resource_id%5D=26&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=2641&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=276&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%2Fsmall-business&secure%5Btoken%5D=1d6495d106e8b6a779a7ee33272d22bf11766ccc9a294461e1241c68fbeff371&secure%5Burl%5D=https%3A%2F%2Fttps%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-cpq-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&secure%5Burl_type%5D=book_demo)

---

  ## Top-Rated Products (Ranked by G2 Score)
### 1. [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:** 5,491

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Company Website:** https://salesloft.com
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft (18,446 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,109 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 47% Mid-Market, 41% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (241 reviews)
- Features (180 reviews)
- Helpful (171 reviews)
- Forecasting (139 reviews)
- Salesforce Integration (125 reviews)

**Cons:**

- Learning Curve (80 reviews)
- Limitations (63 reviews)
- Missing Features (61 reviews)
- Limited Customization (59 reviews)
- Not Intuitive (57 reviews)

### 2. [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:** 1,574

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [ChurnZero](https://www.g2.com/sellers/churnzero)
- **Company Website:** https://churnzero.com
- **Year Founded:** 2015
- **HQ Location:** Washington, District of Columbia
- **Twitter:** @churnzero (1,801 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9475578/ (142 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Customer Success Manager, Director of Customer Success
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 62% Mid-Market, 27% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (165 reviews)
- Helpful (110 reviews)
- Automation (96 reviews)
- Customer Support (93 reviews)
- Efficiency (89 reviews)

**Cons:**

- Learning Curve (58 reviews)
- Complexity (44 reviews)
- Not Intuitive (44 reviews)
- Missing Features (41 reviews)
- Steep Learning Curve (35 reviews)

### 3. [Planhat](https://www.g2.com/products/planhat/reviews)
  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 customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 914

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Planhat](https://www.g2.com/sellers/planhat)
- **Company Website:** https://www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat (1,044 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10168756/ (232 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Customer Success Manager, Head of Customer Success
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 60% Mid-Market, 32% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (215 reviews)
- Customer Support (155 reviews)
- Customization (106 reviews)
- Automation Efficiency (103 reviews)
- Helpful (103 reviews)

**Cons:**

- Learning Curve (113 reviews)
- Complexity (78 reviews)
- Steep Learning Curve (62 reviews)
- Integration Issues (58 reviews)
- Limitations (56 reviews)

### 4. [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:** 1,648

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Gainsight Inc.](https://www.g2.com/sellers/gainsight-inc)
- **Company Website:** https://www.gainsight.com
- **Year Founded:** 2009
- **HQ Location:** San Francisco, CA
- **Twitter:** @GainsightHQ (13,144 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/841640/ (1,109 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 58% Mid-Market, 33% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (95 reviews)
- Centralized Information (52 reviews)
- Visibility (51 reviews)
- Customer Support (38 reviews)
- Intuitive (37 reviews)

**Cons:**

- Not Intuitive (24 reviews)
- Missing Features (22 reviews)
- Steep Learning Curve (20 reviews)
- Limited Customization (17 reviews)
- Complexity (15 reviews)

### 5. [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:** 4.7/5.0
  **Total Reviews:** 1,164

**User Satisfaction Scores:**

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.1/10 (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)?:** 5.7/10 (Category avg: 10/10)


**Seller Details:**

- **Seller:** [Aligned](https://www.g2.com/sellers/aligned-a2fce055-0d38-4926-9b33-4576c5960995)
- **Company Website:** https://alignedup.com
- **Year Founded:** 2021
- **HQ Location:** Tel Aviv
- **Twitter:** @Aligned_up (5 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/alignedup (62 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Enterprise Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 47% Mid-Market, 45% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (445 reviews)
- Centralization (215 reviews)
- Team Collaboration (202 reviews)
- Efficiency (196 reviews)
- Organization (187 reviews)

**Cons:**

- Limited Customization (80 reviews)
- Missing Features (75 reviews)
- Learning Curve (74 reviews)
- Integration Issues (65 reviews)
- Limited Features (65 reviews)

### 6. [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:** 200

**User Satisfaction Scores:**

- **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)?:** 4.2/10 (Category avg: 10/10)


**Seller Details:**

- **Seller:** [Accord](https://www.g2.com/sellers/accord)
- **Company Website:** https://inaccord.com/
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **Twitter:** @inaccord (130 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/inaccord/ (208 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Enterprise Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 49% Mid-Market, 26% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (49 reviews)
- Team Collaboration (34 reviews)
- Data Centralization (20 reviews)
- Organization (20 reviews)
- Efficiency (19 reviews)

**Cons:**

- Integration Issues (6 reviews)
- Lack of Integrations (5 reviews)
- Limited Features (5 reviews)
- Time-Consumption (5 reviews)
- Time Management (4 reviews)

### 7. [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:** 687

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Vitally](https://www.g2.com/sellers/vitally)
- **Company Website:** https://vitally.io
- **Year Founded:** 2017
- **HQ Location:** New York
- **Twitter:** @vitally_io (477 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11075131/ (135 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Customer Success Manager, CSM
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 55% Mid-Market, 40% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (46 reviews)
- Integrations (28 reviews)
- Intuitive (23 reviews)
- Customization (22 reviews)
- Automation (21 reviews)

**Cons:**

- Complexity (16 reviews)
- Integration Issues (11 reviews)
- Learning Curve (10 reviews)
- Not Intuitive (9 reviews)
- Steep Learning Curve (9 reviews)

### 8. [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:** 4.4/5.0
  **Total Reviews:** 956

**User Satisfaction Scores:**

- **Quality of Support:** 9.1/10 (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)


**Seller Details:**

- **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc)
- **Company Website:** https://www.aviso.com
- **Year Founded:** 2014
- **HQ Location:** Redwood City, CA
- **Twitter:** @AvisoInc (900 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3713385/ (359 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 43% Mid-Market, 41% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (88 reviews)
- Forecasting (68 reviews)
- Features (54 reviews)
- User Interface (46 reviews)
- Efficiency (43 reviews)

**Cons:**

- Learning Curve (37 reviews)
- Slow Loading (24 reviews)
- Inaccurate Data (23 reviews)
- Missing Features (23 reviews)
- Slow Performance (23 reviews)

### 9. [MaxIQ](https://www.g2.com/products/maxiq/reviews)
  MaxIQ is an AI-native Revenue Intelligence platform designed to unify sales, customer success, and revenue operations for B2B SaaS companies. It helps revenue teams manage the entire revenue journey by bringing pipeline visibility, forecasting, and post-sales insights into one unified system. The platform uses artificial intelligence to improve forecast accuracy, automate workflows, and surface deeper insights into deal health and revenue performance. Key capabilities include real-time revenue dashboards, pipeline inspection, conversation intelligence, and unified account visibility across the revenue lifecycle. MaxIQ also captures signals from CRM activity, meetings, and revenue data to help teams prioritize the right deals and opportunities. By turning revenue visibility into execution, MaxIQ empowers sales leaders, RevOps teams, and customer success managers to make better decisions, reduce manual reporting, and identify risks earlier. Businesses use MaxIQ to improve pipeline efficiency, increase forecast accuracy, strengthen sales-to-customer-success handoffs, and drive retention and expansion. The platform integrates seamlessly with existing CRM systems to enrich data, streamline workflows, and provide a complete AI-powered view of revenue operations.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 35

**User Satisfaction Scores:**

- **Quality of Support:** 9.8/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 9.8/10 (Category avg: 8.4/10)
- **Playbooks:** 10.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 6.3/10 (Category avg: 10/10)


**Seller Details:**

- **Seller:** [MaxIQ](https://www.g2.com/sellers/maxiq-2683a918-1f43-47ed-bbdd-eea5042941ba)
- **Company Website:** https://www.getmaxiq.com/
- **Year Founded:** 2022
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @getmaxiq (7 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/getmaxiq/ (54 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 71% Enterprise, 26% Mid-Market


#### Pros & Cons

**Pros:**

- Forecasting (10 reviews)
- Ease of Use (8 reviews)
- Helpful (8 reviews)
- Accuracy (7 reviews)
- Intuitive (5 reviews)

**Cons:**

- Learning Curve (4 reviews)
- Integration Issues (3 reviews)
- Limited Customization (3 reviews)
- Inadequate Reporting (2 reviews)
- Dashboard Issues (1 reviews)

### 10. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d)
- **Company Website:** https://www.backstory.ai/
- **Year Founded:** 2016
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/backstory-ai/ (85 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Account Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 56% Enterprise, 39% Mid-Market


#### Pros & Cons

**Pros:**

- Helpful (3 reviews)
- CRM Integration (2 reviews)
- Customer Support (2 reviews)
- Customization (2 reviews)
- Ease of Use (2 reviews)


### 11. [Deeto](https://www.g2.com/products/deeto/reviews)
  Deeto is the AI-native platform that helps companies continuously capture and activate authentic customer voice, turning everyday input into intelligence and action that drives real business impact. Deeto keeps customer voice fresh and connected, then surfaces the right insight at the right moment to build trust, align teams, and accelerate growth. Headquartered in New York City, Deeto powers fast-growing companies like Atlassian, Dropbox, Bloomreach, and 6Sense with activating customer voices around the world.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 20

**User Satisfaction Scores:**

- **Quality of Support:** 9.8/10 (Category avg: 9.3/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 2.1/10 (Category avg: 10/10)


**Seller Details:**

- **Seller:** [Deeto](https://www.g2.com/sellers/deeto)
- **Company Website:** https://www.deeto.com/
- **Year Founded:** 2022
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/deetoai (40 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 50% Mid-Market, 30% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Review Management (2 reviews)
- Content Creation (1 reviews)
- Customer Reviews (1 reviews)
- Customer Support (1 reviews)

**Cons:**

- Adoption Difficulty (1 reviews)
- AI Quality (1 reviews)
- Call Features Issues (1 reviews)
- Complex Interface (1 reviews)
- Content Quality (1 reviews)

### 12. [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:** 1,139

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** https://www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/760976/ (136 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (202 reviews)
- Customer Support (98 reviews)
- Helpful (98 reviews)
- Customization (97 reviews)
- Efficiency (94 reviews)

**Cons:**

- Learning Curve (83 reviews)
- Integration Issues (65 reviews)
- Missing Features (57 reviews)
- Limited Customization (49 reviews)
- Steep Learning Curve (49 reviews)

### 13. [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:** 655

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** https://www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/760976/ (136 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Ease of Use (45 reviews)
- Automation (21 reviews)
- Integrations (21 reviews)
- User Interface (21 reviews)
- Customer Engagement (19 reviews)

**Cons:**

- Integration Issues (15 reviews)
- Learning Curve (15 reviews)
- Missing Features (12 reviews)
- Not Intuitive (12 reviews)
- Difficult Navigation (10 reviews)

### 14. [Custify](https://www.g2.com/products/custify/reviews)
  Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and powerful features, Custify empowers Customer Success teams to manage every aspect of the customer journey—from seamless onboarding to proactive renewal and expansion—using real-time health scores, automated alerts, and predictive analytics. Custify integrates data across your entire tech stack, providing a centralized, single source of truth for each customer. This allows teams to quickly spot churn risks, capitalize on upsell opportunities, and deliver personalized customer interactions at scale. With automated workflows, customizable playbooks, and intelligent segmentation, Custify streamlines routine tasks, enabling your team to focus on building relationships and driving customer success outcomes that matter. Setting up Custify is a breeze with our concierge onboarding service, ensuring you’re up and running in hours—not weeks. Our platform integrates effortlessly with your CRM, support systems, and other essential tools, giving you unmatched visibility and collaboration across teams. Custify’s powerful analytics and customizable dashboards make it easy to monitor key metrics, track customer health, and measure the success of your initiatives. Join leading SaaS companies that trust Custify to optimize their Customer Success operations and drive sustainable growth. Deliver exceptional customer experiences, reduce churn, and maximize customer lifetime value with the best Customer Success platform for your SaaS business. Book a demo today to see how Custify transforms your customer success strategy at scale.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 489

**User Satisfaction Scores:**

- **Quality of Support:** 9.6/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.5/10 (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)


**Seller Details:**

- **Seller:** [Custify](https://www.g2.com/sellers/custify)
- **Year Founded:** 2017
- **HQ Location:** Bucharest, Romania
- **Twitter:** @CustifySRL (630 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18314355/ (46 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 63% Small-Business, 32% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (123 reviews)
- Customer Support (83 reviews)
- Intuitive (54 reviews)
- Integrations (49 reviews)
- Automation (48 reviews)

**Cons:**

- Missing Features (30 reviews)
- Email Functionality (20 reviews)
- Limited Customization (20 reviews)
- Learning Curve (17 reviews)
- Not Intuitive (17 reviews)

### 15. [Altify](https://www.g2.com/products/altify/reviews)
  Altify is a Salesforce-native, AI-enhanced solution that helps B2B sales teams win bigger, faster, and drive more predictable revenue. It's designed for revenue teams who want to align their sales execution with customer needs, directly within Salesforce CRM. Altify provides the solutions to map key relationships, uncover business insights, and manage deals from beginning to end, all while maximizing account growth. Our enterprise-grade platform integrates proven methodologies with intelligent automation to drive consistent revenue growth and sales performance. Since 2005, Altify has empowered sales professionals in companies such as AWS, Apple, Lumen, Honeywell and Salesforce to achieve maximum sales performance through proven account planning, opportunity management, and sales process best practices.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 73

**User Satisfaction Scores:**

- **Quality of Support:** 8.7/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.4/10 (Category avg: 8.4/10)
- **Playbooks:** 7.5/10 (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)


**Seller Details:**

- **Seller:** [Altify](https://www.g2.com/sellers/altify)
- **Year Founded:** 2005
- **HQ Location:** San Jose, CA
- **Twitter:** @altifyinc (5,247 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/altify/ (107 employees on LinkedIn®)
- **Phone:** +1 866 570 3836

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 54% Enterprise, 38% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (3 reviews)
- Account Management (2 reviews)
- Ease of Use (2 reviews)
- Efficiency (2 reviews)
- Insights (2 reviews)

**Cons:**

- Not Intuitive (3 reviews)
- Complexity (1 reviews)
- Expensive (1 reviews)
- Learning Curve (1 reviews)
- Learning Difficulty (1 reviews)

### 16. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Prolifiq Software](https://www.g2.com/sellers/prolifiq-software)
- **Year Founded:** 1999
- **HQ Location:** Beaverton, OR
- **Twitter:** @PROLIFIQAPPS (516 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/prolifiqapps/ (16 employees on LinkedIn®)
- **Phone:** 503-684-1415

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 62% Mid-Market, 25% Small-Business


### 17. [Squivr](https://www.g2.com/products/squivr/reviews)
  Squivr: Revenue Excellence Through Smarter Account Planning & Relationship Management, All Inside Salesforce Unleash the power of Account Planning and Relationship Management without ever leaving Salesforce. Squivr enables your entire revenue team to collaborate, strategize, and execute directly within your CRM to optimize success and accelerate growth. 🔹 Relationship Management (RM) Suite: ArcGroups + ArcSight Drive revenue team performance and strengthen key relationships with Squivr ArcSight. Gain visibility into contacts and engagement scores Track account team members and relationships with key customer contacts Manage strategic, vendor, and implementation partners across accounts and contacts 🔹 Account Planning (AP) Suite: Playbooks, Action Plans, and Whitespace Analysis Turn your “Plan of Success” into Salesforce. Squivr transforms your CRM from a system of record into a system of action, enabling your team to: Map and operationalize your sales methodology for new and renewal revenue Identify cross-sell and up-sell opportunities with advanced whitespace analysis Understand revenue per account and product family Tier and prioritize accounts throughout the customer lifecycle With Squivr, your teams can visualize total account spend, uncover share-of-wallet insights, and confidently forecast and drive growth, all from within Salesforce. Drive alignment. Enhance predictability. Accelerate success. That’s the power of Squivr.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 56

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Squivr](https://www.g2.com/sellers/squivr)
- **Year Founded:** 2018
- **HQ Location:** Denver, CO
- **Twitter:** @Squivr1 (157 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/squivr/ (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 41% Small-Business, 38% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (9 reviews)
- Efficiency (8 reviews)
- Features (7 reviews)
- Salesforce Integration (6 reviews)
- Intuitive (5 reviews)

**Cons:**

- Learning Curve (3 reviews)
- Salesforce Integration (2 reviews)
- Difficult Setup (1 reviews)
- Inaccurate Forecasting (1 reviews)
- Limited Customization (1 reviews)

### 18. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Demand Farm](https://www.g2.com/sellers/demand-farm)
- **Year Founded:** 2016
- **HQ Location:** NY, New York
- **Twitter:** @demandfarm (3,316 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/demandfarm (52 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 58% Mid-Market, 33% Enterprise


### 19. [Revegy](https://www.g2.com/products/revegy/reviews)
  Revegy is the leading sales execution platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where they can add value, making it easier to see the way to win and retain business. Through intelligence-driven account and opportunity planning, Revegy helps companies visually see the areas where they can add value to prospects and customers. With a clear path to revenue, sales leaders are able to improve forecast accuracy and achieve predictable revenue. In short, we're enable account-based sales success and revenue growth!


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 39

**User Satisfaction Scores:**

- **Quality of Support:** 8.8/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.0/10 (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)


**Seller Details:**

- **Seller:** [Revegy](https://www.g2.com/sellers/revegy)
- **Year Founded:** 2005
- **HQ Location:** Atlanta, GA
- **Twitter:** @Revegy (671 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2507604/ (10 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 65% Enterprise, 20% Mid-Market


#### Pros & Cons

**Pros:**

- Account Management (1 reviews)
- Customizability (1 reviews)
- Features (1 reviews)
- Versatility (1 reviews)

**Cons:**

- Complexity (1 reviews)
- Information Overload (1 reviews)
- Learning Curve (1 reviews)
- Overwhelming Experience (1 reviews)
- UX Improvement (1 reviews)

### 20. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [dealpad](https://www.g2.com/sellers/dealpad)
- **Year Founded:** 2020
- **HQ Location:** Seattle, US
- **LinkedIn® Page:** https://www.linkedin.com/company/dealpad-io (7 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 84% Mid-Market, 10% Small-Business


### 21. [Zomentum e-Sign and Payment](https://www.g2.com/products/zomentum-e-sign-and-payment/reviews)
  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, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 30

**User Satisfaction Scores:**

- **Quality of Support:** 9.2/10 (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)


**Seller Details:**

- **Seller:** [Zomentum](https://www.g2.com/sellers/zomentum)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/zomentum/ (58 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Managing Director
  - **Top Industries:** Information Technology and Services, Computer & Network Security
  - **Company Size:** 97% Small-Business, 3% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (1 reviews)
- Customer Satisfaction (1 reviews)
- Customer Support (1 reviews)
- Deal Management (1 reviews)
- Document Management (1 reviews)

**Cons:**

- Interface Usability (1 reviews)
- Outdated Design (1 reviews)
- Poor Interface Design (1 reviews)
- UI Improvements (1 reviews)
- UX Improvement (1 reviews)

### 22. [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:** 419

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [ClientSuccess](https://www.g2.com/sellers/clientsuccess)
- **Year Founded:** 2014
- **HQ Location:** American Fork, UT
- **Twitter:** @clientsuccess (2,160 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3595230/ (39 employees on LinkedIn®)

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


#### Pros & Cons

**Pros:**

- Client Management (2 reviews)
- Customer Support (2 reviews)
- Integrations (2 reviews)
- Analytics (1 reviews)
- Automation (1 reviews)

**Cons:**

- Field Limitations (1 reviews)
- Limited Customization (1 reviews)
- Limited Features (1 reviews)
- Poor UI Design (1 reviews)

### 23. [Upland RO Innovation](https://www.g2.com/products/upland-ro-innovation/reviews)
  Upland RO Innovation is customer reference management software for companies that win. The platform enables businesses to automatically serve up the best customer references, when they’re needed, use AI to leverage intelligence from Sales Wins, and track the impact of references on sales. With integrations to CRM systems like Salesforce, Microsoft Dynamics, and HubSpot, RO Innovation makes it easy to find customer references and testimonials to help sales teams close deals, faster. Customers love RO Innovation for its ability to improve business efficiency across teams, reference match to the buyer journey, capturing the right context in your CRM for sales opportunities, building and maintaining strong relationships with references. Learn more at www.uplandsoftware.com/roinnovation/


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 19

**User Satisfaction Scores:**

- **Quality of Support:** 8.4/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10)
- **Playbooks:** 10.0/10 (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)


**Seller Details:**

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** https://www.linkedin.com/company/3139095/ (823 employees on LinkedIn®)
- **Ownership:** NASDAQ:UPLD
- **Total Revenue (USD mm):** $291

**Reviewer Demographics:**
  - **Top Industries:** Computer Software
  - **Company Size:** 58% Enterprise, 37% Mid-Market


### 24. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Hook](https://www.g2.com/sellers/hook-75b3ae03-b377-4473-833d-90fbacb13a44)
- **Year Founded:** 2020
- **HQ Location:** London, England
- **LinkedIn® Page:** https://www.linkedin.com/company/hook-technology/ (81 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Customer Success Manager
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 85% Mid-Market, 11% Enterprise


#### Pros & Cons

**Pros:**

- Visibility (5 reviews)
- Insights (4 reviews)
- Intuitive (4 reviews)
- Reporting (4 reviews)
- Engagement Improvement (3 reviews)

**Cons:**

- Note Management (3 reviews)
- Dashboard Issues (2 reviews)
- Data Delays (2 reviews)
- Data Inaccuracy (2 reviews)
- Inaccurate Forecasting (2 reviews)

### 25. [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

**User Satisfaction Scores:**

- **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)


**Seller Details:**

- **Seller:** [Recapped.io](https://www.g2.com/sellers/recapped-io)
- **Year Founded:** 2018
- **HQ Location:** New York
- **Twitter:** @GetRecapped (179 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18194833/ (13 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Executive, Enterprise Account Executive
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 46% Mid-Market, 44% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (14 reviews)
- Centralization (6 reviews)
- Customization (6 reviews)
- Sales Process (6 reviews)
- Helpful (5 reviews)

**Cons:**

- Editing Issues (2 reviews)
- Branding Issues (1 reviews)
- Change Management (1 reviews)
- Complex UI (1 reviews)
- Difficult Customization (1 reviews)


  
## Parent Category

[Sales Tools](https://www.g2.com/categories/sales-tools)



## Related Categories

- [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)
- [Customer Success Software](https://www.g2.com/categories/customer-success)
- [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)


  
    
---
## Frequently Asked Questions

### How can Customer Revenue Optimization tools improve my sales forecasting accuracy?

Customer Revenue Optimization tools enhance sales forecasting accuracy by leveraging advanced analytics and predictive modeling. Users report that features like real-time data integration and customer behavior analysis significantly improve forecast precision. For instance, tools such as HubSpot Sales, Salesforce Revenue Cloud, and Clari are noted for their robust analytics capabilities, enabling teams to make data-driven decisions. Additionally, user feedback highlights that automation of data collection reduces manual errors, further refining forecast accuracy. Overall, these tools empower sales teams to align forecasts with actual revenue trends.



### How can I ensure my team is trained effectively on a new Customer Revenue Optimization tool?

To ensure effective training on a new Customer Revenue Optimization tool, prioritize hands-on training sessions and utilize resources like user guides and video tutorials. Tools such as HubSpot, Salesforce Revenue Cloud, and Clari are noted for their comprehensive onboarding support, with users highlighting the importance of interactive training modules and responsive customer support. Additionally, consider establishing a feedback loop where team members can share their experiences and challenges, fostering a culture of continuous learning and adaptation.



### How do Customer Revenue Optimization tools handle data security and compliance?

Customer Revenue Optimization tools prioritize data security and compliance through various measures. For instance, tools like HubSpot and Salesforce emphasize robust encryption protocols and regular security audits, ensuring user data is protected. Many platforms also comply with regulations such as GDPR and CCPA, with features that allow users to manage consent and data access. Additionally, user reviews highlight the importance of these compliance features, with many customers noting their satisfaction with the security measures in place, which enhances trust and reliability in these tools.



### How do I assess the user experience of different Customer Revenue Optimization tools?

To assess the user experience of different Customer Revenue Optimization tools, consider key metrics such as user ratings, feature satisfaction, and customer feedback. For instance, tools like HubSpot Revenue Operations and Salesforce Revenue Cloud have high user ratings of 4.5 and 4.4 respectively, indicating strong user satisfaction. Additionally, features like ease of use and customer support are frequently highlighted in reviews, with HubSpot noted for its intuitive interface and responsive support. Analyzing these aspects across various tools will provide a comprehensive view of user experience.



### How do pricing models vary across Customer Revenue Optimization solutions?

Pricing models for Customer Revenue Optimization solutions vary significantly. For instance, products like HubSpot offer tiered subscription plans based on features, while Salesforce employs a per-user pricing model that scales with the number of users. Other solutions, such as ProfitWell, utilize a usage-based pricing model, charging based on the revenue processed. Additionally, some platforms like Chargebee provide a combination of subscription and usage-based pricing, allowing flexibility for different business needs. This diversity in pricing structures reflects the varying approaches to customer revenue management across the market.



### How scalable are Customer Revenue Optimization solutions for growing businesses?

Customer Revenue Optimization solutions are generally scalable for growing businesses, with many users reporting positive experiences. For instance, products like HubSpot, Salesforce Revenue Cloud, and ProfitWell are noted for their flexibility and ability to adapt to increasing user demands. Users highlight features such as automated workflows and analytics that support scaling operations efficiently. Additionally, platforms like Chargebee and Zaius are recognized for their robust integration capabilities, which facilitate growth without significant disruptions. Overall, these solutions are designed to accommodate the evolving needs of expanding organizations.



### What are the common use cases for Customer Revenue Optimization software?

Common use cases for Customer Revenue Optimization software include enhancing pricing strategies, improving customer retention through personalized engagement, automating revenue forecasting, and optimizing sales processes. Users frequently highlight the importance of analytics for identifying upsell and cross-sell opportunities, as well as streamlining billing and invoicing to reduce churn. Additionally, these tools are often employed to analyze customer behavior and preferences, enabling businesses to tailor their offerings effectively.



### What are the implementation timelines for Customer Revenue Optimization solutions?

Implementation timelines for Customer Revenue Optimization solutions vary significantly among products. For instance, products like HubSpot Revenue Operations typically see implementation timelines of 1 to 3 months, while Salesforce Revenue Cloud can take 3 to 6 months depending on the complexity of the setup. Other solutions, such as Clari and InsightSquared, often report timelines ranging from 2 to 4 months. Factors influencing these timelines include the size of the organization, existing infrastructure, and the specific features being implemented.



### What are the key features to look for in Customer Revenue Optimization software?

Key features to look for in Customer Revenue Optimization software include advanced analytics for revenue forecasting, customer segmentation capabilities, integration with CRM systems, automated reporting tools, and user-friendly dashboards. Additionally, effective pricing optimization features and tools for tracking customer lifetime value are crucial. High user satisfaction ratings highlight the importance of robust customer support and training resources, as these enhance user experience and software adoption.



### What integrations should I consider for my Customer Revenue Optimization platform?

When considering integrations for a Customer Revenue Optimization platform, prioritize those that enhance CRM capabilities, such as Salesforce, HubSpot, and Zoho CRM. Additionally, look for integrations with analytics tools like Google Analytics and Tableau, as well as payment processors like Stripe and PayPal. These integrations are frequently highlighted by users for their ability to streamline workflows and improve revenue tracking, ensuring a comprehensive approach to customer revenue management.



### What level of customer support is typically offered by Customer Revenue Optimization vendors?

Customer Revenue Optimization vendors typically offer a range of customer support options. Most provide 24/7 support, with live chat and email being the most common channels. For instance, products like HubSpot and Salesforce are noted for their extensive customer service resources, including dedicated account managers and comprehensive knowledge bases. Additionally, many vendors offer onboarding assistance and training sessions to ensure users can effectively utilize the software. Overall, the level of support varies, but many users report satisfaction with the responsiveness and helpfulness of the support teams.



### What metrics should I track to measure the success of Customer Revenue Optimization software?

To measure the success of Customer Revenue Optimization software, track metrics such as Customer Lifetime Value (CLV), Customer Acquisition Cost (CAC), churn rate, upsell and cross-sell rates, and revenue growth. Additionally, monitor customer engagement scores and satisfaction ratings, as these correlate with retention and revenue performance. These metrics are commonly highlighted by users as critical indicators of software effectiveness in driving revenue outcomes.