# Best Customer Revenue Optimization (CRO) Software - Page 5

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

**Total Products under this Category:** 68

### Category Stats (Aug 2026)

- **Average Rating:** 4.6/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Oliv AI (+1.36%) - Among all products in this category, Oliv AI recorded the largest rating increase compared to last month

_Last updated: August 06, 2026_

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

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

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

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

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

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

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

**Sponsored**

### SAP Sales Cloud

SAP Sales Cloud is a cutting-edge sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes. Connect data and sales processes: Unite data, processes, and people to deliver effective sales engagements that drive revenue and customer loyalty Leverage insight to accelerate sales: Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business Adapt and capture new opportunities: Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2050&secure%5Bchosen_at%5D=2026-08-08T17%3A31%3A08Z&secure%5Bdisplayable_resource_id%5D=2050&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2050&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=509&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%3Fcategoryid%3D2826672%25253Freference%25253Dtwitter%26page%3D5%26reference%3Dtwitter&secure%5Btoken%5D=f42388532da665812312c61fe10191049f72755d39852b4de7aa5d9ad0318e1a&secure%5Burl%5D=https%3A%2F%2Fwww.sap.com%2Fdocuments%2F2025%2F01%2Fcc18428e-ee7e-0010-bca6-c68f7e60039b.html%3Fcampaigncode%3DCRM-YD25-CEX-407334%26source%3DSALES-click-campaign-G2&secure%5Burl_type%5D=custom_url)

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

Kanlet boosts your pipeline by re-engaging with past customers, prospects, happy users or getting your champions to refer you to their network.

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

- **Seller:** [Kanlet](https://www.g2.com/sellers/kanlet)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d84832663f250bb7af93a93a8cdc0a07ddc608657764cb7337e1b7ff0dfece1e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkanlet&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [OrgChartPlus](https://www.g2.com/products/orgchartplus/reviews)

OrgChartPlus is most feature-rich Relationship Map & Org Chart Tool for Salesforce Visualise deeper stakeholder relationships with the most feature-rich org chart and relationship mapping tool for Salesforce. Identify, manage and understand your stakeholder relationships to advance sales and grow accounts. Create - Turn your contact lists into visual org charts and relationship maps. - Drag & drop to create org charts from scratch or use your pre-defined templates to get started. - 3 views to help you to visualise, organise, and target your customers. Customize - Tailor your org charts to meet the needs of your sales teams, methodology, relationship types and hierarchy. - Set your own descriptive attributes and icons to illuminate your relationships. Report & share - Out-of-the-box, adaptable reports and dashboards for efficient relationship analytics. - Power account relationship analytics from the ‘real’ relationship status. - Export directly into PowerPoint and Word to share beyond Salesforce. Native to Salesforce.com only. - A seamlessly integrated, intuitive Lightning experience, secure and stable, with real-time customer insight. - 5\* rated on the Salesforce AppExchange. - A clean, modern, drag & drop interface designed for efficiency and ease-of-use.

**Average Rating:** 4.2/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate OrgChartPlus?

- **Quality of Support:** 8.2/10 (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)

#### Who Is the Company Behind OrgChartPlus?

- **Seller:** [SalesMethods](https://www.g2.com/sellers/salesmethods)
- **Year Founded:** 2009
- **HQ Location:** London, United Kingdom
- **Twitter:** @SalesMethods  
457 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=588ac84424df42df943ddf2bd02489c756f1e9893a2a98aa53f3fa20bbf9c5e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1282002%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 70% Medium, 22% Small

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

**["Premium tool - ask about customisation"](https://www.g2.com/survey_responses/orgchartplus-review-984897)**

**Rating:** 5.0/5.0 stars

_— Andy M._

[Read full review](https://www.g2.com/survey_responses/orgchartplus-review-984897)

**["So So Product with High potential "](https://www.g2.com/survey_responses/orgchartplus-review-946058)**

**Rating:** 4.0/5.0 stars

_— Steven N._

[Read full review](https://www.g2.com/survey_responses/orgchartplus-review-946058)

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

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

### [Playboox](https://www.g2.com/products/playboox/reviews)

Playboox is a sales process playbook software enabling salespersons to perform optimally at each stage of the sales process.

#### Who Is the Company Behind Playboox?

- **Seller:** [Playboox](https://www.g2.com/sellers/playboox)
- **HQ Location:** San Francisco, US
- **Twitter:** @Playbooks  
206 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d18659ceae2743af202f30255c6e3cddc4a2b7f6ba9d4cb756174bb1577f432f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplayboox%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

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

Reef.ai is an AI-powered customer data, scoring, and recommendation platform. We transform customer data into NRR with AI-led customer scores optimized for specific revenue outcomes. Reef puts the power of machine learning in the hands of go-to-market & ops teams to retain and grow customers with fewer resources. Customer scoring isn’t about health, it’s about driving revenue outcomes. General health scores are a black box: inaccurate, hard to action, and lacking the data history to be effective. Outcome-based scores optimized for revenue outcomes like churn, downgrade, cross-sell, or upsell with renewal are clearly actionable and their impact on revenue can be measured. - Data Connectivity: Reef seamlessly connects your customer data and builds history to optimize your data for scoring - Advanced ML Scoring: Reef applies proven ML scoring models optimized for the revenue outcome you want to improve - Notifications & Playbooks: Reef delivers precise recommendations to your teams to engage the right customer at the right time - Track Follow Through: Reef tracks the actions your team takes (or not) as a result of the notifications - ROI Reporting: Reef calculates playbook ROI so you know the impact of actions on your outcome metrics

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

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

- **Quality of Support:** 10.0/10 (Category avg: 9.3/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 3.3/10 (Category avg: 10/10)

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

- **Seller:** [reef.ai](https://www.g2.com/sellers/reef-ai)
- **Year Founded:** 2021
- **HQ Location:** Honolulu, US
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d0b92f84a64a00729d45c9b53f6b4942bf1fa2e4bf37eca86ef8bf5176960dc9&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2F72310025&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **comprehensive information** offered by Reef.ai, enhancing customer engagement and analytics for improved decision-making.
- Users appreciate the **excellent customer support** from Reef.ai, with a dedicated team sharing best practices and customization.
- Users value the **unique heatmap interface** of Reef.ai, enabling effective customer segmentation and targeted attention.
- Users appreciate the **AI integration** of Reef.ai, enhancing customer insights and health scores effectively as data grows.
- Users commend Reef.ai for its **powerful AI technology** , enhancing customer insights and health scoring with ease.

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

**["Active Reef.ai user for 16+ months -"](https://www.g2.com/survey_responses/reef-ai-review-9586916)**

**Rating:** 5.0/5.0 stars

_— Verified User in Logistics and Supply Chain_

[Read full review](https://www.g2.com/survey_responses/reef-ai-review-9586916)

**["Promising new Customer Success Tool"](https://www.g2.com/survey_responses/reef-ai-review-9606813)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/reef-ai-review-9606813)

### [revVana Plan](https://www.g2.com/products/revvana-plan/reviews)

revVana is the leading revenue forecasting platform that empowers businesses to seamlessly integrate their forecasting processes directly within Salesforce. Trusted by innovative companies across industries, revVana goes beyond traditional tools to deliver precise, real-time insights for revenue management, helping teams optimize performance and drive strategic growth. Our platform leverages advanced AI models and real-time data integration to eliminate forecasting blind spots and align sales, finance, and operations teams. With revVana, businesses can accurately predict revenue across consumption-based, project-based, and pipeline-driven models, all within the familiar Salesforce ecosystem. Whether you’re managing complex enterprise agreements, consumption-based products, or recurring revenue streams, revVana is the platform of choice for teams, departments, and entire organizations. With revVana, businesses consistently deliver accurate revenue forecasts, align resources efficiently, and unlock new growth opportunities.

**Average Rating:** 4.8/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate revVana Plan?

- **Quality of Support:** 10.0/10 (Category avg: 9.3/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 0.8/10 (Category avg: 10/10)

#### Who Is the Company Behind revVana Plan?

- **Seller:** [revVana](https://www.g2.com/sellers/revvana)
- **Year Founded:** 2019
- **HQ Location:** Orange County, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d9649b4851b0e6bd8d4b37aec1677421ec36bcc4b0312e7b23994c546d0d6508&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevvana&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 40% Large, 40% Small

#### What Do G2 Reviewers Say About revVana Plan?

_AI-generated summary from verified user reviews_

##### Pros

- Users find revVana Plan's **ease of use** invaluable for integrating with Salesforce and adapting revenue projections effortlessly.
- Users value the **efficiency** of revVana Plan, significantly streamlining their forecasting and revenue management processes.
- Users value the **accuracy and integration capabilities** of revVana Plan, enhancing revenue forecasting and sales efficiency.
- Users highlight the **forecasting efficiency** of revVana Plan, simplifying revenue projections and enhancing accuracy in sales.
- Users praise the **seamless integration with Salesforce** , enhancing forecasting accuracy and simplifying revenue management processes.

##### Cons

- Users find the **steep learning curve** of revVana Plan challenging, limiting ease of use for quick edits.
- Users find that revVana Plan is **not intuitive** for regular SF users, complicating quick edits and updates.
- Users experience **calculation issues** causing latency, but the vendor is responsive in optimizing performance.
- Users find the **difficult adaptation** of revVana Plan concerning, especially for quick edits by regular users.
- Users find the **difficult customization** process challenging for quick edits, limiting ease for regular Salesforce users.

#### What Are Recent G2 Reviews of revVana Plan?

**["Revenue Forecasting & Realization Made Easy"](https://www.g2.com/survey_responses/revvana-plan-review-11612389)**

**Rating:** 5.0/5.0 stars

_— Joan M._

[Read full review](https://www.g2.com/survey_responses/revvana-plan-review-11612389)

**["revVana assists in RevRec"](https://www.g2.com/survey_responses/revvana-plan-review-9100290)**

**Rating:** 5.0/5.0 stars

_— Rita D._

[Read full review](https://www.g2.com/survey_responses/revvana-plan-review-9100290)

#### What Are G2 Users Discussing About revVana Plan?

- [What is revVana Plan used for?](https://www.g2.com/discussions/what-is-revvana-plan-used-for)

### [Sunrise AI](https://www.g2.com/products/sunrise-ai/reviews)

Sunrise AI is an innovative fintech company dedicated to transforming credit assessment through advanced artificial intelligence and machine learning technologies. By analyzing a diverse array of user-permissioned data sources—including open banking and macroeconomic data—Sunrise AI offers comprehensive and inclusive evaluations of creditworthiness. This approach provides a more holistic and fair assessment compared to traditional credit scoring methods.

#### Who Is the Company Behind Sunrise AI?

- **Seller:** [Sunrise AI](https://www.g2.com/sellers/sunrise-ai)
- **Year Founded:** 2023
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dd7e1fb4d13215be948ebd19f49e5b0dbe06b6e0c4484e096c0c1646fa6a547&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsunrise-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Upland Kapost](https://www.g2.com/products/upland-kapost/reviews)

Upland Kapost is content operations management software that helps B2B marketing teams plan, produce, distribute, and analyze content all in one place. The solution enables marketers to easily manage the full content lifecycle so they can deliver the best experience at each stage of the customer journey. Customers love Upland Kapost for its go-to-market alignment, multi-channel distribution, and consistent content delivery. Learn more at www.uplandsoftware.com/kapost/

**Average Rating:** 4.0/5.0

**Total Reviews:** 42

#### How Do G2 Users Rate Upland Kapost?

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

#### Who Is the Company Behind Upland Kapost?

- **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software)
- **Year Founded:** 2010
- **HQ Location:** Austin, TX
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website)  
802 employees on LinkedIn®
- **Ownership:** NASDAQ:UPLD
- **Total Revenue (USD mm):** $291

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 67% Medium, 24% Large

#### What Are Recent G2 Reviews of Upland Kapost?

**["Easily manage content workflows!"](https://www.g2.com/survey_responses/upland-kapost-review-4200898)**

**Rating:** 4.0/5.0 stars

_— Mike G._

[Read full review](https://www.g2.com/survey_responses/upland-kapost-review-4200898)

**["Fantastic content marketing workflow app"](https://www.g2.com/survey_responses/upland-kapost-review-4895924)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/upland-kapost-review-4895924)

#### What Are G2 Users Discussing About Upland Kapost?

- [What does Upland Kapost do?](https://www.g2.com/discussions/what-does-upland-kapost-do)
- [What does Upland software do?](https://www.g2.com/discussions/what-does-upland-software-do)
- [How much does Kapost cost?](https://www.g2.com/discussions/how-much-does-kapost-cost)
- [What is Kapost used for?](https://www.g2.com/discussions/what-is-kapost-used-for)

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

wehave - Sponsorship Operations, on Autopilot wehave is the all-in-one platform built specifically for sports sponsorship and partnership teams — not a generic CRM or spreadsheet stretched to fit sports. It brings pipeline, contracts, rights tracking, hospitality & ticketing, reporting, and partner portals into one connected workspace. Commercial teams use wehave to stop losing rights in spreadsheets, automate guest lists and matchday check-in (no more WhatsApp/email chains), generate branded activation reports automatically, and give every partner a real-time portal of their own rights and deliverables. Coach Vic, wehave's AI commercial director, helps set up workspaces, drafts assets, and answers questions along the way. Trusted by 50+ clubs across Europe including Royal Antwerp FC, Stanndard de Liege, Tomorrowland, PSV and Feyenoord,

#### Who Is the Company Behind wehave?

- **Seller:** [wehave](https://www.g2.com/sellers/wehave)
- **Year Founded:** 2023
- **HQ Location:** antwerpen, BE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52a99d5fd1425408e2033f3ac254db0c16c5fd1320d9a0bf0c314e352ee4094b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwehave%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

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[Browse Customer Revenue Optimization Themes](/categories/customer-revenue-optimization/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated October 3, 2024

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

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