Best Customer Revenue Optimization (CRO) Software - Page 2

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

Total Products under this Category: 72

Category Stats (Sep 2026)

  • Average Rating: 4.6/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Salesloft (+1.54%) - Among all products in this category, Salesloft recorded the largest rating increase compared to last month

Last updated: September 29, 2026

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

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 24,100+ Authentic Reviews
  • 72+ 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

Highlighted products: Gainsight Customer Success, Salesloft, ChurnZero, Planhat, Aligned, Accord, Vitally, and MaxIQ.

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

Catalyst

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

Average Rating: 4.5/5.0

Total Reviews: 656

How Do G2 Users Rate Catalyst?

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

Who Is the Company Behind Catalyst?

  • Seller: Totango
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    118 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Catalyst?

AI-generated summary from verified user reviews

Pros
  • Users find Catalyst's intuitive interface remarkably easy to use, enhancing customer success management and engagement efficiently.
  • Users love the automation features of Catalyst, enhancing efficiency in managing customer interactions and driving retention.
  • Users appreciate the seamless integrations with their tech stack, streamlining operations and enhancing data consistency.
  • Users appreciate the intuitive and clean interface of Catalyst, facilitating easy navigation and quick value realization.
  • Users value the proactive customer engagement features of Catalyst, enhancing relationships and driving effective outcomes efficiently.
Cons
  • Users face integration issues, especially with Outreach, complicating workflows and limiting effective account management.
  • Users experience a challenging learning curve with Catalyst, especially if unfamiliar with CS platforms, complicating initial use.
  • Users are frustrated by the missing features in Catalyst, leading to inefficiencies and complications in workflow management.
  • Users find the interface not intuitive, making simple tasks complex and often frustrating during use.
  • Users experience difficult navigation with Catalyst, finding the UI confusing for managing and tracking tasks effectively.

What Are Recent G2 Reviews of Catalyst?

What Are G2 Users Discussing About Catalyst?

Altify

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

How Do G2 Users Rate Altify?

  • 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)

Who Is the Company Behind Altify?

  • Seller: Altify
  • Year Founded: 2005
  • HQ Location: San Jose, CA
  • Twitter: @altifyinc
    5,242 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    109 employees on LinkedIn®
  • Phone: +1 866 570 3836

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 54% Large, 38% Medium

What Do G2 Reviewers Say About Altify?

AI-generated summary from verified user reviews

Pros
  • Users value the quick and responsive customer support of Altify, enhancing their overall experience significantly.
  • Users find Altify's account management features boost Salesforce adoption and enhance account planning efficiency.
  • Users find Altify's ease of use exceptional, with a user-friendly interface and responsive customer support enhancing their experience.
  • Users value the efficiency of Altify, noting its user-friendly interface and streamlined account planning for sales optimization.
  • Users value the AI-driven insights of Altify, enhancing decision-making and identifying key stakeholders in deals.
Cons
  • Users find the interface difficult to learn, with some key details being unintuitive and hard to navigate.
  • Users find the UI/UX complex, suggesting that navigation could be simplified for a better experience.
  • Users find the cost structure of Altify to be quite steep, making it challenging for small companies to afford.
  • Users find the learning curve steep due to limited functionality and a complicated interface.
  • Users find the learning difficulty of Altify challenging due to its limited functionality and complex interface.

What Are Recent G2 Reviews of Altify?

What Are G2 Users Discussing About Altify?

Nektar.ai

Nektar is the GTM telemetry platform that automatically captures every customer interaction and delivers clean data to your CRM, data warehouse, and AI applications, with zero manual entry or adoption friction. Unlike tools that lock your data in proprietary interfaces, Nektar acts as revenue signals infrastructure: capturing emails, meetings, calls, and Slack, then piping structured intelligence into Salesforce, Snowflake, Claude, and your entire stack. Management teams get unmatched visibility into frontline activities to optimize execution across the revenue funnel. Leadership teams get reliable and granular insights to build a data-driven revenue strategy. Revenue operation teams get accurate and complete data to modify GTM processes that enable greater win rates. Deploy in 2 weeks with historical backfill. No UI. No change management. Enterprise-grade security

Average Rating: 4.7/5.0

Total Reviews: 50

How Do G2 Users Rate Nektar.ai?

  • Quality of Support: 9.9/10 (Category avg: 9.3/10)
  • Opportunity Identification: 8.6/10 (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)?: 5.1/10 (Category avg: 10/10)

Who Is the Company Behind Nektar.ai?

  • Seller: Nektar.ai
  • Year Founded: 2020
  • HQ Location: San Francisco, California
  • Twitter: @AiNektar
    218 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    53 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 82% Medium, 14% Small

What Do G2 Reviewers Say About Nektar.ai?

AI-generated summary from verified user reviews

Pros
  • Users find Nektar.ai offers ease of use, allowing teams to focus on management rather than maintenance.
  • Users commend the responsive customer support of Nektar.ai, enhancing ease of use and implementation.
  • Users value Nektar.ai for its efficiency, allowing teams to focus on data management rather than tool maintenance.
  • Users appreciate Nektar.ai's proactive support and seamless tracking features, enhancing their overall business operations.
  • Users praise the easy setup of Nektar.ai, allowing for efficient integration and minimal maintenance.
Cons
  • Users face CRM integration hiccups that hinder customization and affect overall usability, needing better pre-built reports.
  • Users find the limited customization options of Nektar.ai restrict their ability to tailor insights effectively.
  • Users face challenges with email issues as custom changes are limited, causing gaps in data tracking and syncing.
  • Users find the inadequate reporting in Nektar.ai limits insights and the overall experience, needing more pre-built options.
  • Users face integration issues with Nektar.ai, though strong after-sales support helps ease the onboarding process.

What Are Recent G2 Reviews of Nektar.ai?

DemandFarm

DemandFarm's Key Account Management software suite is purpose-built to help you unlock the full revenue potential of your strategic accounts. DemandFarm gives sales leaders and account managers everything they need to build strategic relationships, uncover expansion revenue blind spots, and close large complex deals faster. A peek into the world’s favorite strategic account management software suite: - Sales account planning software to simplify & standardize account plans - Relationship mapping software to visualize complex account hierarchies - Opportunity management software to boost adoption of any sales methodology and accelerate deal velocity Since 2016, DemandFarm has helped 250+ global organizations like DHL, Zebra Technologies, TaskUs, HCLTech and Belden spot growth opportunities in their key accounts, visualize key relationships, boost upsell and cross-sell revenue, win large deals, and centralize key account intelligence.

Average Rating: 4.4/5.0

Total Reviews: 45

How Do G2 Users Rate DemandFarm?

  • Quality of Support: 9.4/10 (Category avg: 9.3/10)
  • Opportunity Identification: 8.9/10 (Category avg: 8.4/10)
  • Playbooks: 8.1/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind DemandFarm?

  • Seller: Demand Farm
  • Year Founded: 2016
  • HQ Location: NY, New York
  • Twitter: @demandfarm
    3,314 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 58% Medium, 33% Large

What Are Recent G2 Reviews of DemandFarm?

Prolifiq.ai CRUSH

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

Average Rating: 4.7/5.0

Total Reviews: 53

How Do G2 Users Rate Prolifiq.ai CRUSH?

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

Who Is the Company Behind Prolifiq.ai CRUSH?

  • Seller: Prolifiq Software
  • Year Founded: 1999
  • HQ Location: Beaverton, OR
  • Twitter: @PROLIFIQAPPS
    514 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®
  • Phone: 503-684-1415

Who Uses This Product?

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

What Are Recent G2 Reviews of Prolifiq.ai CRUSH?

What Are G2 Users Discussing About Prolifiq.ai CRUSH?

Zomentum e-Sign and Payment

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

How Do G2 Users Rate Zomentum e-Sign and Payment?

  • 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)

Who Is the Company Behind Zomentum e-Sign and Payment?

  • Seller: Zomentum
  • Year Founded: 2018
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    59 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Zomentum e-Sign and Payment?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of Zomentum e-Sign and Payment for streamlining their quoting process efficiently.
  • Users value the customer satisfaction with Zomentum e-Sign and Payment, particularly appreciating the excellent technical support.
  • Users value the excellent technical support provided by Zomentum e-Sign and Payment, enhancing their overall experience.
  • Users appreciate the streamlined deal management of Zomentum e-Sign and Payment, enhancing efficiency and consistency in quoting.
  • Users value the standardized quoting process of Zomentum e-Sign and Payment, enhancing efficiency and accuracy in transactions.
Cons
  • Users find the interface usability of Zomentum e-Sign and Payment to be challenging due to its rough GUI.
  • Users find the outdated design of Zomentum e-Sign and Payment lacks polish and can be confusing.
  • Users find the interface design lacking, with a rough GUI and diverse language issues impacting usability.
  • Users find the UI improvements of Zomentum e-Sign and Payment to be somewhat lacking and inconsistent.
  • Users feel the rough GUI and international language could hinder the overall user experience with Zomentum e-Sign and Payment.

What Are Recent G2 Reviews of Zomentum e-Sign and Payment?

What Are G2 Users Discussing About Zomentum e-Sign and Payment?

Revegy

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

How Do G2 Users Rate Revegy?

  • 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)

Who Is the Company Behind Revegy?

  • Seller: Revegy
  • Year Founded: 2005
  • HQ Location: Atlanta, GA
  • Twitter: @Revegy
    671 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 65% Large, 20% Medium

What Do G2 Reviewers Say About Revegy?

AI-generated summary from verified user reviews

Pros
  • Users highlight the impressive visual tools in Revegy for relationship mapping and account planning.
  • Users praise the visual tools for relationship mapping in Revegy, enhancing their account planning experience significantly.
  • Users praise the impressive visual tools for relationship mapping and account planning in Revegy.
  • Users admire the versatility of Revegy, especially its impressive visual tools for relationship mapping and account planning.
Cons
  • Users find the user interface overwhelming at first, which can lead to a challenging learning curve.
  • Users find the overwhelming user interface challenging at first, impacting their overall experience with Revegy.
  • Users find the initially overwhelming user interface of Revegy challenging to navigate at first.
  • Users find the user interface overwhelming at first, making it challenging to navigate the product effectively.
  • Users find Revegy's initially overwhelming user interface challenging, impacting their learning and usage experience.

What Are Recent G2 Reviews of Revegy?

What Are G2 Users Discussing About Revegy?

Squivr

Squivr: The Revenue Execution Platform for Salesforce Transform Salesforce from a system of record into a system of revenue execution. Squivr is a 100% Salesforce-native platform that brings Relationship Intelligence, Account Planning, Analytics, and Revenue Execution together in one connected experience. Revenue teams use Squivr to understand relationships, build and execute account strategies, uncover growth opportunities, and measure performance without leaving Salesforce. Squivr ArcSight Org Charts + Relationship Maps Visualize customer organizations, stakeholder relationships, reporting structures, influence, champions, blockers, and decision-makers directly within Salesforce. Gain a clearer understanding of who matters and how relationships impact every account and opportunity. Squivr ArcSuite ArcSight + ArcGroups Take Relationship Intelligence further with stakeholder groups, buying committees, personas, and engagement insights. ArcSuite helps teams understand who matters, how stakeholders are connected, and where relationship gaps and opportunities exist. Squivr Account Planning Suite Playbooks + Action Plans + Revenue Summary & WSA + Quadrants Turn account strategy into execution. Build repeatable Playbooks, manage Action Plans, uncover whitespace and revenue opportunities, and develop account strategies through SWOT, Competitive Analysis, Strategic Positioning, and configurable Quadrants. Squivr Analytics Suite Reports + Dashboards + Grid + Scorecards Turn Salesforce data into actionable revenue intelligence. Build custom reports with a flexible Report Builder, create interactive Dashboards, analyze and manage data through Squivr Grid, and use KPI Scorecards to track performance and weekly movement. See what is happening, what changed, and where your team should take action next. Squivr Enterprise Suite The Complete Squivr Platform Bring it all together with Squivr's complete platform for Relationship Intelligence, Account Planning, Analytics, and Revenue Execution. From understanding stakeholders and building account strategies to executing action plans and measuring results, Squivr gives revenue teams a shared view of every customer and a clear path to growth. Understand. Plan. Execute. Measure. Grow. All natively inside Salesforce.

Average Rating: 5.0/5.0

Total Reviews: 58

How Do G2 Users Rate Squivr?

  • Quality of Support: 10.0/10 (Category avg: 9.3/10)
  • Opportunity Identification: 9.7/10 (Category avg: 8.4/10)
  • Playbooks: 9.9/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.7/10 (Category avg: 10/10)

Who Is the Company Behind Squivr?

  • Seller: Squivr
  • Year Founded: 2018
  • HQ Location: Denver, CO
  • Twitter: @Squivr1
    155 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 41% Small, 39% Medium

What Do G2 Reviewers Say About Squivr?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Squivr, praising its intuitive interface and straightforward onboarding process.
  • Users highlight the efficiency of Squivr in streamlining tasks and improving communication across teams.
  • Users love the intuitive UI of Squivr, making Salesforce updates seamless and boosting team adoption effortlessly.
  • Users appreciate Squivr's responsive customer support, noting quick and helpful assistance throughout their project experience.
  • Users love the streamlined onboarding and training provided by Squivr, enhancing their sales process effectively.
Cons
  • Users experience a slight learning curve when configuring templates and aligning with existing Salesforce structures.
  • Users face a challenging learning curve in configuring templates to align with Salesforce structures effectively.
  • Users find the difficult setup to be a hurdle due to the steep learning curve and complex configuration needed.
  • Users express concerns about inaccurate forecasting, as trust in data reliability impacts team buy-in and effectiveness.
  • Users express concerns about limited customization, feeling it may hinder their specific needs and effectiveness in their roles.

What Are Recent G2 Reviews of Squivr?

What Are G2 Users Discussing About Squivr?

ClientSuccess

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

Average Rating: 4.4/5.0

Total Reviews: 420

How Do G2 Users Rate ClientSuccess?

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

Who Is the Company Behind ClientSuccess?

  • Seller: ClientSuccess
  • Year Founded: 2014
  • HQ Location: American Fork, UT
  • Twitter: @clientsuccess
    2,157 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    37 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About ClientSuccess?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the detailed client management features of ClientSuccess, enabling effective support and enhanced customer engagement.
  • Users value the stellar customer support from ClientSuccess, enhancing their daily operations and customer interactions.
  • Users value the engagement integration with Outlook, enhancing their customer support and meeting preparation.
  • Users value the robust analytics tools in ClientSuccess, enhancing their ability to support customers effectively.
  • Users value the automation capabilities of ClientSuccess, enhancing customer support through efficient tracking and integration.
Cons
  • Users are frustrated by the field limitations that restrict the number of active goals for clients.
  • Users are frustrated by the limited customization options in ClientSuccess, such as restrictions on active goals per client.
  • Users are frustrated by the limited features of ClientSuccess, particularly the cap on active client goals.
  • Users feel the UI is overly complicated and would benefit from simplification for a better experience.

What Are Recent G2 Reviews of ClientSuccess?

What Are G2 Users Discussing About ClientSuccess?

Upland RO Innovation

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

How Do G2 Users Rate Upland RO Innovation?

  • 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)

Who Is the Company Behind Upland RO Innovation?

  • Seller: Upland Software
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    802 employees on LinkedIn®
  • Ownership: NASDAQ:UPLD
  • Total Revenue (USD mm): $291

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 58% Large, 37% Medium

What Are Recent G2 Reviews of Upland RO Innovation?

What Are G2 Users Discussing About Upland RO Innovation?

dealpad

dealpad is a Sales Platform used by B2B software sales teams to discover, access and engage their buying teams. The outcomes you can expect from using dealpad's software are an increase in win-rate, reduction in time wasted on deals that don't close, shorter sales cycles and ultimately, more deals closed and more sales people delivering quota.

Average Rating: 5.0/5.0

Total Reviews: 30

How Do G2 Users Rate dealpad?

  • Quality of Support: 9.6/10 (Category avg: 9.3/10)
  • Opportunity Identification: 10.0/10 (Category avg: 8.4/10)
  • Playbooks: 8.7/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10.0/10 (Category avg: 10/10)

Who Is the Company Behind dealpad?

  • Seller: dealpad
  • Year Founded: 2020
  • HQ Location: Seattle, US
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 84% Medium, 10% Small

What Are Recent G2 Reviews of dealpad?

Hook

Hook enables businesses to grow revenue from their customers using data. We help revenue teams forecast their growth, focus their time and act faster. We monitor all aspects of how your customers engage with your team and product to know when things are going well, and when things aren't going as expected. Hook helps your team to take action by triggering engagement through emails and nudges, and we measure what works. Through predictive machine learning, we take the guesswork out of your day to day and focus your time where it matters most. Visit us at hook.co and follow @hook-technology on Linkedin

Average Rating: 4.7/5.0

Total Reviews: 53

How Do G2 Users Rate Hook?

  • Quality of Support: 9.6/10 (Category avg: 9.3/10)
  • Opportunity Identification: 8.3/10 (Category avg: 8.4/10)
  • Playbooks: 6.7/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Hook?

  • Seller: Hook
  • Year Founded: 2020
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    80 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 85% Medium, 11% Large

What Do G2 Reviewers Say About Hook?

AI-generated summary from verified user reviews

Pros
  • Users value the actionable insights and reporting from Hook, enhancing their team’s data-driven approach to customer success.
  • Users value the intuitive dashboards for effortless tracking of customer data and managing business growth.
  • Users appreciate the detailed reporting features of Hook, enabling effective risk management and growth identification.
  • Users value the visibility into customer usage data, enabling them to identify risks and seize growth opportunities effectively.
  • Users love the intuitive user interface of Hook, making data management simple and efficient.
Cons
  • Users face bugs and saving issues with the note management feature, causing frustration but not severely impacting usability.
  • Users experience dashboard issues with glitches and missing customer data, leading to annoying but non-critical disruptions.
  • Users experience data delays which can affect accuracy and lead to frustrations with engagement metrics.
  • Users report data inaccuracy, experiencing delays and occasional unreliability before improvements were made to the system.
  • Users notice some inaccurate forecasting initially, but improvements in data reliability are expected over time.

What Are Recent G2 Reviews of Hook?

Kapta

Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers?

Average Rating: 4.7/5.0

Total Reviews: 18

How Do G2 Users Rate Kapta?

  • Quality of Support: 9.4/10 (Category avg: 9.3/10)
  • Opportunity Identification: 8.3/10 (Category avg: 8.4/10)
  • Playbooks: 8.3/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Kapta?

  • Seller: Kapta
  • Year Founded: 2008
  • HQ Location: Boulder, CO.
  • Twitter: @kapta
    1,520 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 56% Medium, 39% Small

What Do G2 Reviewers Say About Kapta?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive reporting and robust tracking capabilities of Kapta for effective account management.
  • Users highly value the excellent customer support and onboarding provided by Kapta, enhancing their account management experience.
  • Users value the efficiency of Kapta, finding it simplifies account management and enhances engagement strategies.
  • Users love the intuitive reporting and features of Kapta, enhancing account management and engagement strategies.
  • Users appreciate the intuitive reporting and sentiment analysis from Kapta, enhancing account engagement strategies effectively.

What Are Recent G2 Reviews of Kapta?

What Are G2 Users Discussing About Kapta?

CustomerSuccessBox

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution which could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption and usage analysis, and calculating customer health score. It enables customer success managers (CSM)to deliver a consistent customer onboarding experience, improve customer retention, reduce churn,drive upsell and expansion and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent pending technology is built to handle ~ 2,200 events/second to monitor customer account health. CustomerSuccessBox is being used by global clients like Pipedrive, Raken, Locus, Headset, Netcore, Propertybase, Orange, Hubilio and more.

Average Rating: 4.5/5.0

Total Reviews: 134

How Do G2 Users Rate CustomerSuccessBox?

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

Who Is the Company Behind CustomerSuccessBox?

  • Seller: CustomerSuccessBox
  • Year Founded: 2018
  • HQ Location: San Francisco, California
  • Twitter: @CustSuccessBox
    733 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 73% Medium, 22% Small

What Are Recent G2 Reviews of CustomerSuccessBox?

What Are G2 Users Discussing About CustomerSuccessBox?

Recapped.io

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.

Average Rating: 4.6/5.0

Total Reviews: 177

How Do G2 Users Rate Recapped.io?

  • Quality of Support: 9.4/10 (Category avg: 9.3/10)
  • Opportunity Identification: 8.8/10 (Category avg: 8.4/10)
  • Playbooks: 9.1/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 9.7/10 (Category avg: 10/10)

Who Is the Company Behind Recapped.io?

  • Seller: Recapped.io
  • Year Founded: 2018
  • HQ Location: New York
  • Twitter: @GetRecapped
    175 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Enterprise Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 44% Small

What Do G2 Reviewers Say About Recapped.io?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Recapped.io, simplifying sales and post-sales processes with interactive features.
  • Users value the centralization of communication in Recapped.io, streamlining sales and post-sales processes efficiently.
  • Users appreciate the customization options in Recapped.io, enhancing their sales process with tailored templates and organized communication.
  • Users praise the effective sales process of Recapped.io, enhancing collaboration and organization throughout the sales cycle.
  • Users value the helpful centralization of communication that Recapped.io provides, enhancing the sales and post-sales experience.
Cons
  • Users find editing issues with Recapped.io, as changing due dates and table configurations can be cumbersome.
  • Users find the branding issues with invites confusing, as email notifications lack white labeling for a professional touch.
  • Users find the change management process lacking as due dates don't automatically rearrange in chronological order.
  • Users find the complex UI difficult to navigate, suggesting improvements for a better experience.
  • Users face difficult customization issues in Recapped.io, finding it restrictive compared to traditional tools like Excel.

What Are Recent G2 Reviews of Recapped.io?

What Are G2 Users Discussing About Recapped.io?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 3, 2024