# 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 ## Top Customer Revenue Optimization (CRO) Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,499 reviews) | Revenue forecasting and pipeline intelligence inside Salesforce | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" | | 2 | [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) | 4.5/5.0 (1,709 reviews) | Health-scored renewal and expansion orchestration | "[Gainsight Unifies Customer Health Data with Powerful Staircase Insights](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)" | | 3 | [ChurnZero](https://www.g2.com/products/churnzero/reviews) | 4.7/5.0 (1,588 reviews) | Usage-signal-driven churn prevention and renewal | "[CZ Keeps Everything You Need at Your Fingertips](https://www.g2.com/survey_responses/churnzero-review-12972883)" | | 4 | [Planhat](https://www.g2.com/products/planhat/reviews) | 4.5/5.0 (928 reviews) | Post-sale revenue retention with data-driven health scoring | "[Flexible enough to build what our business actually needs](https://www.g2.com/survey_responses/planhat-review-13060808)" | | 5 | [Aligned](https://www.g2.com/products/teamaligned/reviews) | 4.7/5.0 (1,181 reviews) | Buyer engagement analytics for deal-room revenue forecasting | "[Efficient Follow-Ups and Smooth HubSpot Tracking for Sales](https://www.g2.com/survey_responses/aligned-review-12686927)" | | 6 | [Accord](https://www.g2.com/products/accord-accord/reviews) | 4.9/5.0 (205 reviews) | Mutual action plans with buyer-seller revenue accountability | "[Accord Keeps Complex Deals Organized and Moving Forward](https://www.g2.com/survey_responses/accord-review-12568623)" | | 7 | [Vitally](https://www.g2.com/products/vitally/reviews) | 4.5/5.0 (693 reviews) | CS-led revenue retention with AI-automated playbooks | "[Intuitive Customizations and Flexibility of Vitally are Highlights](https://www.g2.com/survey_responses/vitally-review-5423707)" | | 8 | [Terret.ai](https://www.g2.com/products/terret-ai/reviews) | 4.4/5.0 (611 reviews) | — | "[Boostup is a great tool to have everything in one place! Love it](https://www.g2.com/survey_responses/terret-ai-review-8403565)" | | 9 | [Aviso](https://www.g2.com/products/aviso/reviews) | 4.3/5.0 (971 reviews) | AI-driven forecast rollup with CRM writeback | "[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)" | | 10 | [MaxIQ](https://www.g2.com/products/maxiq/reviews) | 4.9/5.0 (35 reviews) | AI-driven pipeline-to-renewal revenue forecasting | "[Maximized Sales Efficiency with AI-Driven Innovation](https://www.g2.com/survey_responses/maxiq-review-12521362)" | ## How Many Customer Revenue Optimization (CRO) Software Products Does G2 Track? **Total Products under this Category:** 67 ### Category Stats (Jul 2026) - **Average Rating**: 4.6/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Custify (+0.11%) - Among all products in this category, Custify recorded the largest rating increase compared to last month *Last updated: July 05, 2026* ## How Does G2 Rank Customer Revenue Optimization (CRO) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 19,300+ Authentic Reviews - 67+ 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. ## Which Customer Revenue Optimization (CRO) Software Is Best for Your Use Case? - **Leader:** [Clari](https://www.g2.com/products/clari/reviews) - **Highest Performer:** [Terret.ai](https://www.g2.com/products/terret-ai/reviews) - **Easiest to Use:** [Squivr](https://www.g2.com/products/squivr/reviews) - **Top Trending:** [Aligned](https://www.g2.com/products/teamaligned/reviews) - **Best Free Software:** [Terret.ai](https://www.g2.com/products/terret-ai/reviews) --- **Sponsored** ### Go1 Go1 is a comprehensive employee training solution specifically designed for Learning and Development (L&D) leaders who prioritize a people-first approach in their organizations. The Go1 platform enables L&D professionals to efficiently deliver tailored learning content to employees, ensuring that the right resources are accessible at the right moment. By leveraging advanced AI-enhanced discovery and curation tools, Go1 simplifies the process of finding and deploying relevant educational materials from over 250 industry-leading content providers. The target audience for Go1 includes L&D leaders and HR professionals who are focused on enhancing employee skills and knowledge. With the ever-evolving landscape of workplace learning, these professionals require a solution that not only aggregates high-quality content but also integrates seamlessly with existing learning ecosystems. Key features of Go1 include its extensive library of content, which spans various topics and formats, allowing organizations to cater to different learning preferences. The platform's AI-driven tools enhance the user experience by providing personalized recommendations, ensuring that employees receive content that is relevant to their roles and career aspirations. Additionally, Go1's integration capabilities with over 70 leading learning platforms and workplace applications enable organizations to utilize the platform within their existing infrastructure, minimizing disruption and maximizing efficiency. By centralizing learning resources, L&D leaders can streamline their training initiatives, improve employee engagement, and foster a culture of continuous learning. The platform's ability to deliver timely and relevant content not only enhances the learning experience but also contributes to improved performance and productivity within teams. Overall, Go1 stands out in the L&D landscape by offering a robust, user-friendly solution that aligns with the needs of modern organizations striving for effective employee development. [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%5Bchosen_at%5D=2026-07-05T12%3A15%3A52Z&secure%5Bdisplayable_resource_id%5D=565&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=137989&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=137989&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%3Fpage%3D4&secure%5Btoken%5D=f064caa617820661f0cdd8f2ce8bafadff7bcdcc4bb29ef02b1be9b4c8dfc5c8&secure%5Burl%5D=https%3A%2F%2Fwww.go1.com%2Fg2-landing-page&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Customer Revenue Optimization (CRO) Software Products in 2026? ### 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:** 5,499 **How Do G2 Users Rate Clari?** - **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) **Who Is the Company Behind Clari?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,101 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 41% Enterprise #### What Are Clari's Pros and Cons? **Pros:** - Ease of Use (241 reviews) - Integrations (184 reviews) - Features (180 reviews) - Helpful (171 reviews) - SFDC Integration (141 reviews) **Cons:** - Salesforce Integration (131 reviews) - Not Intuitive (102 reviews) - Integration Issues (97 reviews) - Slow Loading (91 reviews) - Complexity (85 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Clari, allowing quick dashboard creation and simplified forecasting management. - Users value the **seamless integration with Salesforce** , enhancing workflow efficiency and simplifying access to sales opportunities. - Users value Clari's **advanced forecasting and analysis features** that enhance financial management and decision-making. - Users find Clari to be extremely **helpful for sales forecasting** , providing quick insights and simplifying reporting processes. - Users appreciate the **seamless SFDC integration** of Clari, simplifying deal updates and enhancing overall usability. **Cons:** - Users experience **inconsistent Salesforce data reflection** , leading to confusion and reliance on possibly delayed information. - Users find the **navigation unintuitive** , creating a steep learning curve and confusion for new users. - Users face **integration issues** with Clari, wishing for more control and efficiency without relying solely on Salesforce. - Users experience **slow loading** times, particularly when pulling updates from SFDC, impacting overall performance. - Users find **Clari's complexity** a challenge, particularly with its initial configuration and navigation difficulty. #### What Are Recent G2 Reviews of Clari? **"[Clari has met and exceed our expectations for our GTM Oganization](https://www.g2.com/survey_responses/clari-review-10775002)"** **Rating:** 4.0/5.0 stars *— Eric M.* [Read full review](https://www.g2.com/survey_responses/clari-review-10775002) --- **"[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)"** **Rating:** 5.0/5.0 stars *— Matt D.* [Read full review](https://www.g2.com/survey_responses/clari-review-12400239) --- #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote - [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments ### 2. [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:** 1,709 **How Do G2 Users Rate Gainsight Customer Success?** - **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) **Who Is the Company Behind Gainsight Customer Success?** - **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 (13,119 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/841640/ (1,123 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:** 57% Mid-Market, 32% Enterprise #### What Are Gainsight Customer Success's Pros and Cons? **Pros:** - Ease of Use (302 reviews) - Centralized Information (158 reviews) - Health Monitoring (151 reviews) - Visibility (136 reviews) - Customer Support (118 reviews) **Cons:** - Complexity (76 reviews) - Limitations (75 reviews) - Steep Learning Curve (61 reviews) - Learning Curve (58 reviews) - Missing Features (57 reviews) ### What Do G2 Reviewers Say About Gainsight Customer Success? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Gainsight Customer Success, enhancing productivity and providing a clear overview of accounts. - Users value the **centralized customer data** in Gainsight, enhancing efficiency and teamwork for Customer Success Management. - Users value the **accuracy and visibility** of Gainsight's health monitoring, enhancing customer insights and performance tracking. - Gainsight provides **comprehensive visibility** into the customer journey, enhancing decision-making and improving customer success outcomes. - Users appreciate the **comprehensive visibility** Gainsight provides, enhancing decision-making for customer success and retention. **Cons:** - Users find the **complexity of setup and customization** in Gainsight challenging, requiring substantial time and effort to master. - Users find **information retrieval and email formatting challenging** in Gainsight, highlighting a steep learning curve and redundancy. - Users experience a **steep learning curve** with Gainsight, requiring significant time and support to fully utilize the system. - Users face a **steep learning curve** with Gainsight Customer Success, making setup and advanced functionalities challenging to grasp. - Users experience significant **missing features** in Gainsight, limiting their effectiveness and posing integration challenges. #### What Are Recent G2 Reviews of Gainsight Customer Success? **"[Always-Available Support That Finds a Solution](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699)"** **Rating:** 4.5/5.0 stars *— Octavio M.* [Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699) --- **"[Gainsight Unifies Customer Health Data with Powerful Staircase Insights](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)"** **Rating:** 5.0/5.0 stars *— Scott M.* [Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507) --- #### What Are G2 Users Discussing About Gainsight Customer Success? - [What is Gainsight used for?](https://www.g2.com/discussions/what-is-gainsight-used-for) - 2 comments - [What is Gainsight PX?](https://www.g2.com/discussions/gainsight-what-is-gainsight-px) - 2 comments - [Who are Gainsight competitors?](https://www.g2.com/discussions/who-are-gainsight-competitors) - [What is Gainsight software?](https://www.g2.com/discussions/what-is-gainsight-software) - 2 comments ### 3. [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:** 1,588 **How Do G2 Users Rate ChurnZero?** - **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) **Who Is the Company Behind ChurnZero?** - **Seller:** [ChurnZero](https://www.g2.com/sellers/churnzero) - **Company Website:** https://churnzero.com - **Year Founded:** 2015 - **HQ Location:** Washington, District of Columbia - **Twitter:** @churnzero (1,792 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9475578/ (146 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:** 62% Mid-Market, 28% Small-Business #### What Are ChurnZero's Pros and Cons? **Pros:** - Ease of Use (139 reviews) - Helpful (95 reviews) - Automation (86 reviews) - Customer Support (78 reviews) - Efficiency (76 reviews) **Cons:** - Learning Curve (54 reviews) - Complexity (41 reviews) - Not Intuitive (39 reviews) - Missing Features (34 reviews) - Steep Learning Curve (33 reviews) ### What Do G2 Reviewers Say About ChurnZero? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of ChurnZero, finding it intuitive and supported by helpful customer service. - Users appreciate the **helpfulness** of ChurnZero's features, making client engagement and management seamless and efficient. - Users value ChurnZero's **automation capabilities** , allowing streamlined workflows and improved efficiency in managing customer success. - Users value the **fantastic customer support** from ChurnZero, enhancing their experience and data management efficiency. - Users appreciate the **efficiency** of ChurnZero, which streamlines workflows and enhances customer data organization seamlessly. **Cons:** - Users note a **challenging learning curve** with ChurnZero, finding it time-consuming to master all features effectively. - Users find the **complexity** of ChurnZero frustrating, as it can be overwhelming and not very intuitive. - Users find ChurnZero to be **not intuitive** , requiring time and effort to navigate its numerous features effectively. - Users note that ChurnZero has **missing features** like auto-population for success plans, requiring manual input instead. - Users face a **steep learning curve** with ChurnZero, struggling to navigate its complex features and segmentation options. #### What Are Recent G2 Reviews of ChurnZero? **"[CZ Keeps Everything You Need at Your Fingertips](https://www.g2.com/survey_responses/churnzero-review-12972883)"** **Rating:** 5.0/5.0 stars *— Ashley B.* [Read full review](https://www.g2.com/survey_responses/churnzero-review-12972883) --- **"[Great tool to support our growing CS team](https://www.g2.com/survey_responses/churnzero-review-12781849)"** **Rating:** 5.0/5.0 stars *— Simon H.* [Read full review](https://www.g2.com/survey_responses/churnzero-review-12781849) --- #### What Are G2 Users Discussing About ChurnZero? - [What is ChurnZero used for?](https://www.g2.com/discussions/what-is-churnzero-used-for) - 1 comment ### 4. [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:** 928 **How Do G2 Users Rate Planhat?** - **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) **Who Is the Company Behind Planhat?** - **Seller:** [Planhat](https://www.g2.com/sellers/planhat) - **Company Website:** https://www.planhat.com - **Year Founded:** 2015 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @planhat (1,045 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10168756/ (232 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Head of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Mid-Market, 32% Small-Business #### What Are Planhat's Pros and Cons? **Pros:** - Ease of Use (172 reviews) - Customer Support (122 reviews) - Customization (88 reviews) - Automation (83 reviews) - Efficiency (82 reviews) **Cons:** - Learning Curve (92 reviews) - Complexity (63 reviews) - Integration Issues (45 reviews) - Steep Learning Curve (45 reviews) - Limitations (42 reviews) ### What Do G2 Reviewers Say About Planhat? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Planhat, appreciating its intuitive interface and seamless integration for effective management. - Users praise Planhat's **excellent customer support** , highlighting responsive and knowledgeable assistance that enhances the overall experience. - Users value Planhat's **deep customization** , enabling tailored workflows and configurations that align with their specific business needs. - Users value the **automation capabilities** of Planhat, significantly reducing manual work and enhancing workflow efficiency. - Users appreciate the **efficiency** of Planhat, enjoying streamlined workflows and significant time savings through powerful automation capabilities. **Cons:** - Users find the **learning curve steep** due to complex setup and insufficient documentation for Planhat's extensive features. - Users find Planhat to have a **complexity** that makes data retrieval and navigation challenging for new users. - Users experience **integration issues** with customer product usage data, complicating the overall effectiveness of Planhat. - Users find the **steep learning curve** initially challenging, requiring time and effort to master the platform's features. - Users find the **reporting functionality limited** , wishing for better options like field summation and easier navigation. #### What Are Recent G2 Reviews of Planhat? **"[A Game-Changer for CSMs with Powerful Automations](https://www.g2.com/survey_responses/planhat-review-13032622)"** **Rating:** 4.5/5.0 stars *— Kateryna K.* [Read full review](https://www.g2.com/survey_responses/planhat-review-13032622) --- **"[Flexible enough to build what our business actually needs](https://www.g2.com/survey_responses/planhat-review-13060808)"** **Rating:** 5.0/5.0 stars *— Adrian D.* [Read full review](https://www.g2.com/survey_responses/planhat-review-13060808) --- #### What Are G2 Users Discussing About Planhat? - [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for) ### 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:** 1,181 **How Do G2 Users Rate Aligned?** - **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) **Who Is the Company Behind Aligned?** - **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 (72 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:** 47% Mid-Market, 45% Small-Business #### What Are Aligned's Pros and Cons? **Pros:** - Ease of Use (419 reviews) - Centralization (205 reviews) - Team Collaboration (195 reviews) - Efficiency (188 reviews) - Organization (181 reviews) **Cons:** - Limited Customization (77 reviews) - Learning Curve (73 reviews) - Missing Features (67 reviews) - Integration Issues (62 reviews) - Limited Features (61 reviews) ### What Do G2 Reviewers Say About Aligned? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive and easy-to-use interface** of Aligned, making collaboration and project creation seamless. - Users appreciate the **centralization** of resources in Aligned, simplifying client interactions and enhancing overall communication. - Users value the **organized collaboration space** in Aligned, enhancing client interactions and streamlining the onboarding process. - Users find Aligned to be **highly efficient** , enabling seamless tracking and management of sales processes and customer engagements. - Users find that Aligned offers a **well-organized platform** , enhancing collaboration and streamlining access to vital resources. **Cons:** - Users find the **limited customization** frustrating, especially regarding personalization options and org chart functionality. - Users find the **learning curve steep** , requiring time and support to fully grasp Aligned's features and navigation. - Users find the **missing features** in Aligned limit usability and customization options, affecting overall satisfaction. - Users experience **integration issues** with Aligned, particularly with CRM compatibility and universal search functionality. - Users find Aligned has **limited features** , making customization difficult and leading to integration frustrations. #### What Are Recent G2 Reviews of Aligned? **"[Efficient Follow-Ups and Smooth HubSpot Tracking for Sales](https://www.g2.com/survey_responses/aligned-review-12686927)"** **Rating:** 5.0/5.0 stars *— Bernadette F.* [Read full review](https://www.g2.com/survey_responses/aligned-review-12686927) --- **"[From Cold Outreach to Engaged Prospects](https://www.g2.com/survey_responses/aligned-review-13051537)"** **Rating:** 5.0/5.0 stars *— Nancy F.* [Read full review](https://www.g2.com/survey_responses/aligned-review-13051537) --- ### 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:** 205 **How Do G2 Users Rate Accord?** - **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) **Who Is the Company Behind Accord?** - **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/ (219 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:** 50% Mid-Market, 26% Enterprise #### What Are Accord's Pros and Cons? **Pros:** - Ease of Use (46 reviews) - Team Collaboration (33 reviews) - Organization (20 reviews) - Data Centralization (19 reviews) - Efficiency (19 reviews) **Cons:** - Integration Issues (6 reviews) - Lack of Integrations (5 reviews) - Time-Consumption (5 reviews) - Limited Features (4 reviews) - Time Management (4 reviews) ### What Do G2 Reviewers Say About Accord? *AI-generated summary from verified user reviews* **Pros:** - Users find Accord's **ease of use** invaluable, simplifying project management and client collaboration in one organized platform. - Users appreciate the **ease of collaboration** with Accord, enjoying streamlined communication and accountability throughout the sales process. - Users value Accord's **superior organization** , which streamlines project management and enhances collaboration through a unified platform. - Users value the **data centralization** in Accord, ensuring an efficient, organized, and accountable project management experience. - Users value the **efficiency** of Accord, enhancing collaboration and streamlining the deal management process effectively. **Cons:** - Users feel there are **integration issues** with Accord, wishing for better compatibility and two-way updates with tools like Gong. - Users feel a **lack of integrations** hinders workflow efficiency, limiting connections with tools like AI and Slack. - Users find the **time consumption** due to manual work and language barriers frustrating, affecting overall efficiency. - Users feel the **limited features** of Accord hinder their project management needs and flexibility for specific roles. - Users find the **time management challenging** due to manual tasks and complicated processes that hinder efficiency. #### What Are Recent G2 Reviews of Accord? **"[Accord Keeps Complex Deals Organized and Moving Forward](https://www.g2.com/survey_responses/accord-review-12568623)"** **Rating:** 5.0/5.0 stars *— Alli V.* [Read full review](https://www.g2.com/survey_responses/accord-review-12568623) --- **"[Accord Has Everything We’ve Been Looking For](https://www.g2.com/survey_responses/accord-review-12428335)"** **Rating:** 5.0/5.0 stars *— Brayden G.* [Read full review](https://www.g2.com/survey_responses/accord-review-12428335) --- #### What Are G2 Users Discussing About Accord? - [What is Accord used for?](https://www.g2.com/discussions/what-is-accord-used-for) - 1 comment ### 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:** 693 **How Do G2 Users Rate Vitally?** - **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) **Who Is the Company Behind Vitally?** - **Seller:** [Vitally](https://www.g2.com/sellers/vitally) - **Company Website:** https://vitally.io - **Year Founded:** 2017 - **HQ Location:** New York - **Twitter:** @vitally_io (474 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11075131/ (139 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, CSM - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Mid-Market, 41% Small-Business #### What Are Vitally's Pros and 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) ### What Do G2 Reviewers Say About Vitally? *AI-generated summary from verified user reviews* **Pros:** - Users find Vitally's **ease of use** exceptional, thanks to its intuitive design and customizable features. - Users value the **easy integrations** with other software, enhancing workflow efficiency and customer management in Vitally. - Users highlight the **intuitive design** of Vitally, making it effortless for both admins and end users to navigate. - Users love the **extensive customization** options in Vitally, enhancing their experience and meeting their unique needs. - Users love the **automation capabilities** of Vitally, streamlining workflows and saving time on repetitive tasks. **Cons:** - Users find Vitally's **complexity overwhelming** , requiring significant effort and expertise for effective setup and integration. - Users find **integration issues** challenging, especially with limited native support and the need for extensive workarounds. - Users note a **steep learning curve** for Vitally that requires time and team investment to navigate effectively. - Users find Vitally **not intuitive** , requiring time and effort to understand its complex features and customizable views. - Users find that Vitally has a **steep learning curve** , requiring significant time and technical investment for effective use. #### What Are Recent G2 Reviews of Vitally? **"[Intuitive Customizations and Flexibility of Vitally are Highlights](https://www.g2.com/survey_responses/vitally-review-5423707)"** **Rating:** 5.0/5.0 stars *— Samuel P.* [Read full review](https://www.g2.com/survey_responses/vitally-review-5423707) --- **"[Solid Tool with Room for Improvement](https://www.g2.com/survey_responses/vitally-review-12770363)"** **Rating:** 4.0/5.0 stars *— Satwik K.* [Read full review](https://www.g2.com/survey_responses/vitally-review-12770363) --- #### What Are G2 Users Discussing About Vitally? - [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for) ### 8. [Terret.ai](https://www.g2.com/products/terret-ai/reviews) Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret. **Average Rating:** 4.4/5.0 **Total Reviews:** 611 **How Do G2 Users Rate Terret.ai?** - **Quality of Support:** 9.0/10 (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 Terret.ai?** - **Seller:** [Terret ](https://www.g2.com/sellers/terret) - **Company Website:** https://terret.ai/ - **Year Founded:** 2018 - **HQ Location:** Santa Clara, CA - **Twitter:** @terret_ai - **LinkedIn® Page:** https://www.linkedin.com/company/boostup-ai/ (50 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:** 64% Mid-Market, 32% Enterprise #### What Are Terret.ai's Pros and Cons? **Pros:** - Forecasting Ease (31 reviews) - Analytics (22 reviews) - Efficiency (19 reviews) - Easy Access (17 reviews) - Updates (17 reviews) **Cons:** - Salesforce Integration (31 reviews) - Integration Issues (17 reviews) - Forecasting Issues (16 reviews) - Inadequate Reporting (12 reviews) - Difficult Reporting (10 reviews) ### What Do G2 Reviewers Say About Terret.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find **forecasting remarkably easy** with Terret.ai, enjoying clear overviews and seamless Salesforce integration. - Users value the **powerful analytics** of Terret.ai, facilitating quick and customizable insights for effective decision-making. - Users value the **efficiency** of Terret.ai, appreciating its time-saving capabilities and seamless CRM integration for better forecasts. - Users enjoy the **easy access** to comprehensive business insights through a well-organized and user-friendly dashboard. - Users appreciate the **efficient integration with SFDC** , streamlining updates and enhancing visibility for leadership and forecasting. **Cons:** - Users experience **connection issues with Salesforce** , causing delays and lag in data refresh which hinders functionality. - Users face **integration issues** with Salesforce, requiring extra attention to ensure data sync and updates are timely. - Users note the lack of **hierarchy forecasting** , which complicates creating accurate monthly forecasts for large transactions. - Users find the **reporting inadequate** , lacking flexibility for tracking forecast accuracy and viewing in multiple currencies. - Users find the **difficult reporting** of Terret.ai limits flexibility and complicates tracking forecasts and currencies effectively. #### What Are Recent G2 Reviews of Terret.ai? **"[Boostup is a great tool to have everything in one place! Love it](https://www.g2.com/survey_responses/terret-ai-review-8403565)"** **Rating:** 5.0/5.0 stars *— Ronny B.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565) --- **"[Revolutionized Our Pipeline Management](https://www.g2.com/survey_responses/terret-ai-review-12596787)"** **Rating:** 4.0/5.0 stars *— Kody E.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787) --- #### What Are G2 Users Discussing About Terret.ai? - [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for) ### 9. [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:** 4.3/5.0 **Total Reviews:** 971 **How Do G2 Users Rate Aviso?** - **Quality of Support:** 9.0/10 (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) **Who Is the Company Behind Aviso?** - **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 (895 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3713385/ (364 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Mid-Market, 42% Enterprise #### What Are Aviso's Pros and 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) ### What Do G2 Reviewers Say About Aviso? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Aviso, finding filters and dashboards intuitive for tracking and focus. - Users appreciate the **AI prediction feature** in Aviso, enhancing their understanding of quarterly outcomes and making forecasting easier. - Users appreciate the **robust features** of Aviso, enhancing their sales forecasting and overall productivity. - Users appreciate Aviso's **clean and organized UI** , which enhances navigation and provides valuable insights for better forecasting. - Users appreciate the **efficiency** of Aviso, enabling quick updates and organized forecasting that saves valuable time. **Cons:** - Users struggle with the **learning curve** of Aviso, finding setup and navigation time-consuming and unintuitive. - Users experience **slow loading times** , with pages taking over 10 seconds to refresh, impacting efficiency and usability. - Users experience **inaccurate data** with Aviso, particularly regarding Salesforce integration and AI forecasts, impacting decision-making. - Users find the **missing features** in Aviso limiting, requiring additional processes and causing confusion in usage. - Users report **slow performance** , facing delays and freezing, hindering their overall experience with Aviso. #### What Are Recent G2 Reviews of Aviso? **"[Outstanding onboarding, seamless SFDC & Google Meet integrations, intuitive UI](https://www.g2.com/survey_responses/aviso-review-13049773)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/aviso-review-13049773) --- **"[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)"** **Rating:** 4.0/5.0 stars *— Tushar P.* [Read full review](https://www.g2.com/survey_responses/aviso-review-12792275) --- #### What Are G2 Users Discussing About Aviso? - [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for) ### 10. [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 **How Do G2 Users Rate MaxIQ?** - **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) **Who Is the Company Behind MaxIQ?** - **Seller:** [MaxIQ](https://www.g2.com/sellers/maxiq-2683a918-1f43-47ed-bbdd-eea5042941ba) - **Year Founded:** 2022 - **HQ Location:** San Francisco, California, United States - **Twitter:** @getmaxiq (7 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getmaxiq/ (52 employees on LinkedIn®) - **Ownership:** Sonny Aulakh **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 71% Enterprise, 26% Mid-Market #### What Are MaxIQ's Pros and 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) ### What Do G2 Reviewers Say About MaxIQ? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **AI-powered forecasting** of MaxIQ, enhancing accuracy in pipeline and revenue predictions significantly. - Users appreciate the **ease of use** of MaxIQ, enjoying quick onboarding and intuitive navigation for seamless workflows. - Users find MaxIQ to be **extremely helpful** , enhancing visibility and simplifying workflows for more reliable forecasting. - Users praise MaxIQ for its **exceptional accuracy** in forecasting and real-time deal insights, enhancing overall workflow efficiency. - Users commend the **intuitive navigation** of MaxIQ, making workflows simple and enhancing team collaboration effortlessly. **Cons:** - Users note a **steep learning curve** with MaxIQ initially, particularly for those transitioning from traditional tools. - Users experience **integration issues** with MaxIQ, desiring more third-party connections and seamless usability across platforms. - Users desire more **customization options** for MaxIQ, hoping for improved flexibility in dashboard personalization. - Users note **inadequate reporting** options in MaxIQ, wishing for more advanced customization and integrations for better insights. - Users desire more **flexibility in dashboard customization** , wishing for greater control over widget adjustments for improved experience. #### What Are Recent G2 Reviews of MaxIQ? **"[Maximized Sales Efficiency with AI-Driven Innovation](https://www.g2.com/survey_responses/maxiq-review-12521362)"** **Rating:** 4.5/5.0 stars *— Pragati R.* [Read full review](https://www.g2.com/survey_responses/maxiq-review-12521362) --- **"[⭐️⭐️⭐️⭐️⭐️ Finally – A Tool Built for Reps and Execs](https://www.g2.com/survey_responses/maxiq-review-11354222)"** **Rating:** 5.0/5.0 stars *— Jonathan M.* [Read full review](https://www.g2.com/survey_responses/maxiq-review-11354222) --- ### 11. [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 **How Do G2 Users Rate Backstory?** - **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) **Who Is the Company Behind Backstory?** - **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®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 39% Mid-Market #### What Are Backstory's Pros and Cons? **Pros:** - Helpful (3 reviews) - CRM Integration (2 reviews) - Customer Support (2 reviews) - Customization (2 reviews) - Ease of Use (2 reviews) ### What Do G2 Reviewers Say About Backstory? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **transformative insights** provided by People.ai, significantly enhancing sales management and decision-making capabilities. - Users praise the **seamless CRM integration** of People.ai, enhancing sales visibility and data-driven decision-making. - Users commend the **responsive customer support** of People.ai, enhancing their experience and driving successful outcomes. - Users admire the **customization options** in People.ai, enhancing alignment between the product and their unique business needs. - Users find People.ai to be **user-friendly and intuitive** , making integration and insights access a breeze. #### What Are Recent G2 Reviews of Backstory? **"[People.ai Transformed Our Sales Motion with Actionable Insights.](https://www.g2.com/survey_responses/backstory-review-12242339)"** **Rating:** 5.0/5.0 stars *— Jonathan B.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242339) --- **"[Stellar Partnership and Streamlined Sales Processes](https://www.g2.com/survey_responses/backstory-review-12242865)"** **Rating:** 5.0/5.0 stars *— Jamie C.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242865) --- #### What Are G2 Users Discussing About Backstory? - [What is People.ai used for?](https://www.g2.com/discussions/what-is-people-ai-used-for) - [What is PeopleGlass used for?](https://www.g2.com/discussions/what-is-peopleglass-used-for) ### 12. [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 **How Do G2 Users Rate Deeto?** - **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) **Who Is the Company Behind Deeto?** - **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 (42 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 48% Mid-Market, 33% Small-Business #### What Are Deeto's Pros and 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) ### What Do G2 Reviewers Say About Deeto? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Deeto, simplifying collection and management of authentic customer stories. - Users value the **easy management of customer stories** with Deeto, enhancing content creation for sales and advocacy. - Users love the **Q&A feature** of Deeto, enabling authentic content creation and seamless customer engagement. - Users value Deeto for its **effective Q&A and video recording features** , enhancing customer advocacy and support experience. - Users value the **excellent customer support** from Deeto, appreciating fast responses that enhance their experience and usage. **Cons:** - Users find the **adoption difficulty** frustrating due to unintuitive features and a steep learning curve. - Users feel the **AI generated user stories** lack authenticity and are not suitable for customer-facing use. - Users struggle with **call features issues** , as they are not intuitive and require time to master effectively. - Users find the **complex interface** challenging, with features that aren't intuitive and a steep learning curve. - Users find the **AI-generated content quality lacking** , preferring more authentic, customer-centric alternatives for storytelling. #### What Are Recent G2 Reviews of Deeto? **"[User-Friendly Deeto + Seamless Salesforce Integration for Reference Calls](https://www.g2.com/survey_responses/deeto-review-12678485)"** **Rating:** 5.0/5.0 stars *— Karilla D.* [Read full review](https://www.g2.com/survey_responses/deeto-review-12678485) --- **"[Drastically Streamlined Reference Capturing with Deeto](https://www.g2.com/survey_responses/deeto-review-12993582)"** **Rating:** 4.5/5.0 stars *— Michelle S.* [Read full review](https://www.g2.com/survey_responses/deeto-review-12993582) --- ### 13. [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:** 1,140 **How Do G2 Users Rate Totango?** - **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) **Who Is the Company Behind Totango?** - **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/ (130 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, CSM - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 57% Mid-Market, 22% Small-Business #### What Are Totango's Pros and 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) ### What Do G2 Reviewers Say About Totango? *AI-generated summary from verified user reviews* **Pros:** - Users find Totango to be **easy to use and set up** , greatly enhancing their ability to track customer metrics. - Users value the **exceptional customer support** from Totango, enhancing management convenience and providing valuable insights effortlessly. - Users appreciate the **helpful functionality** of Totango, allowing comprehensive management and improved customer adoption effortlessly. - Users value the **customization features** of Totango, enhancing tracking and improving customer onboarding and adoption. - Users value the **efficiency** of Totango, streamlining workflows and saving time in managing customer accounts seamlessly. **Cons:** - Users find the **steep learning curve** challenging due to overwhelming data and insufficient educational resources. - Users find **integration issues** with Totango, noting slow performance and manual efforts when connecting external systems. - Users find **missing features** in Totango, particularly for multi-product visualization and draft touchpoint creation. - Users find the **limited customization** options frustrating, often requiring support for advanced features and integrations. - Users find a **steep learning curve** with Totango, struggling with integrations and needing more educational resources. #### What Are Recent G2 Reviews of Totango? **"[Beautiful, Visual Customer Data Platform That Beats Spreadsheets](https://www.g2.com/survey_responses/totango-review-12594697)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/totango-review-12594697) --- **"[Risk evaluation and health scoring](https://www.g2.com/survey_responses/totango-review-9508942)"** **Rating:** 4.0/5.0 stars *— Dragomir L.* [Read full review](https://www.g2.com/survey_responses/totango-review-9508942) --- #### What Are G2 Users Discussing About Totango? - [What is Totango used for?](https://www.g2.com/discussions/what-is-totango-used-for) - 1 upvote ### 14. [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:** 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](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/ (130 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% Mid-Market, 13% Small-Business #### What Are Catalyst's Pros and Cons? **Pros:** - Ease of Use (37 reviews) - Automation (19 reviews) - Customer Engagement (19 reviews) - Integrations (19 reviews) - User Interface (19 reviews) **Cons:** - Learning Curve (14 reviews) - Integration Issues (13 reviews) - Missing Features (11 reviews) - Not Intuitive (11 reviews) - Limited Customization (10 reviews) ### What Do G2 Reviewers Say About Catalyst? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive interface** of Catalyst, enhancing efficiency in managing customer engagement and tracking success. - Users praise Catalyst for its **automation features** , which enhance efficiency and proactive customer engagement in success operations. - Users value the **effective customer engagement** tools of Catalyst, enhancing communication and enabling proactive relationship management. - Users value the **seamless integrations** of Catalyst, enhancing efficiency and consolidating data for better customer success management. - Users value the **intuitive interface** of Catalyst, which enhances navigation and minimizes ramp-up time for teams. **Cons:** - Users report a noticeable **learning curve** with Catalyst, making initial navigation and usage challenging for newcomers. - Users find **integration issues** with Catalyst problematic, complicating communication and workflow with external systems and tools. - Users note **missing features** in Catalyst, including limited integrations and inadequate reporting, hindering efficient workflows. - Users find the **interface not intuitive** , creating confusion and hindering the completion of simple tasks. - Users feel that the **customization options are limited** , making it difficult to tailor the product to specific needs. #### What Are Recent G2 Reviews of Catalyst? **"[Customer Health Monitoring That Simplifies Usage Tracking and Renewals](https://www.g2.com/survey_responses/catalyst-review-12905872)"** **Rating:** 4.0/5.0 stars *— Jai M.* [Read full review](https://www.g2.com/survey_responses/catalyst-review-12905872) --- **"[Chat and Email-to-File Features Make Workflows Effortless](https://www.g2.com/survey_responses/catalyst-review-12459474)"** **Rating:** 5.0/5.0 stars *— Kelli W.* [Read full review](https://www.g2.com/survey_responses/catalyst-review-12459474) --- #### What Are G2 Users Discussing About Catalyst? - [What makes Cisco different?](https://www.g2.com/discussions/what-makes-cisco-different) - [Do you need smartnet to upgrade IOS?](https://www.g2.com/discussions/do-you-need-smartnet-to-upgrade-ios) - [What is a Cisco switch used for?](https://www.g2.com/discussions/what-is-a-cisco-switch-used-for) - [What is Catalyst in networking?](https://www.g2.com/discussions/what-is-catalyst-in-networking) ### 15. [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:** 503 **How Do G2 Users Rate Custify?** - **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) **Who Is the Company Behind Custify?** - **Seller:** [Custify](https://www.g2.com/sellers/custify) - **Year Founded:** 2017 - **HQ Location:** Bucharest, Romania - **Twitter:** @CustifySRL (628 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18314355/ (43 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:** 64% Small-Business, 32% Mid-Market #### What Are Custify's Pros and Cons? **Pros:** - Ease of Use (121 reviews) - Customer Support (82 reviews) - Intuitive (54 reviews) - Automation (48 reviews) - Integrations (48 reviews) **Cons:** - Missing Features (29 reviews) - Email Functionality (20 reviews) - Limited Customization (20 reviews) - Learning Curve (17 reviews) - Not Intuitive (17 reviews) ### What Do G2 Reviewers Say About Custify? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Custify, which simplifies tracking customer health and managing tasks efficiently. - Users value the **responsive customer support** of Custify, highlighting the team's helpfulness and quick assistance. - Users value Custify's **intuitive interface** , making it accessible for all departments and enhancing overall usability. - Users value the **robust automation** in Custify, enhancing efficiency and streamlining customer success processes. - Users value the **extensive integration options** of Custify, enhancing adaptability and collaboration across teams. **Cons:** - Users identify **missing features** in Custify, citing limitations in tracking, communication, and documentation that affect usability. - Users feel the **email functionality is limited** , lacking improvements in tracking, reporting, and mobile app support. - Users find **limited customization** options frustrating, especially for account views and dashboard configurations. - Users find the **learning curve challenging** , requiring significant effort and time for setup and adaptation. - Users find Custify's interface **not intuitive** , struggling with an outdated UI and complex account management features. #### What Are Recent G2 Reviews of Custify? **"[Custify Put Customer Health Tracking in One Place for Our CS Team](https://www.g2.com/survey_responses/custify-review-13043047)"** **Rating:** 5.0/5.0 stars *— Wendy H.* [Read full review](https://www.g2.com/survey_responses/custify-review-13043047) --- **"[Custify Enables Proactive, Data-Driven Customer Success](https://www.g2.com/survey_responses/custify-review-13058799)"** **Rating:** 5.0/5.0 stars *— Fabian B.* [Read full review](https://www.g2.com/survey_responses/custify-review-13058799) --- #### What Are G2 Users Discussing About Custify? - [What is Custify used for?](https://www.g2.com/discussions/what-is-custify-used-for) ### 16. [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 **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](https://www.g2.com/sellers/altify) - **Year Founded:** 2005 - **HQ Location:** San Jose, CA - **Twitter:** @altifyinc (5,242 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/altify/ (111 employees on LinkedIn®) - **Phone:** +1 866 570 3836 **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 54% Enterprise, 38% Mid-Market #### What Are Altify's Pros and 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) ### What Do G2 Reviewers Say About Altify? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **quick and responsive customer support** of Altify, enhancing their overall experience and decision-making. - Users find Altify's **effective account management** boosts Salesforce adoption and streamlines account planning. - Users appreciate the **ease of use** of Altify, highlighting its friendly interface and efficient customer support. - Users appreciate the **efficiency** of Altify, streamlining account planning and boosting salesforce adoption effectively. - Users value the **AI-driven insights** of Altify, enhancing decision-making and mapping key stakeholders effectively. **Cons:** - Users find Altify to have a **not intuitive interface** , making navigation and finding key details challenging. - Users find the **UI/UX rather complex** , expressing a desire for easier navigation and simpler usability. - Users find Altify's pricing to be **expensive** , which poses challenges for small companies seeking budget-friendly solutions. - Users find the **learning curve challenging** due to limited functionality and a complicated interface. - Users report **learning difficulties** due to limited functionality and a challenging interface in Altify. #### What Are Recent G2 Reviews of Altify? **"[One of the most seamless softwares Ive used!](https://www.g2.com/survey_responses/altify-review-10832151)"** **Rating:** 4.0/5.0 stars *— Verified User in Health, Wellness and Fitness* [Read full review](https://www.g2.com/survey_responses/altify-review-10832151) --- **"[Excellent and Supportive Vendor](https://www.g2.com/survey_responses/altify-review-9819184)"** **Rating:** 5.0/5.0 stars *— Joel V.* [Read full review](https://www.g2.com/survey_responses/altify-review-9819184) --- #### What Are G2 Users Discussing About Altify? - [How do you use Altify?](https://www.g2.com/discussions/how-do-you-use-altify) - [What is the use of Altify?](https://www.g2.com/discussions/what-is-the-use-of-altify) - [How much does Altify cost?](https://www.g2.com/discussions/how-much-does-altify-cost) - [What does Altify do?](https://www.g2.com/discussions/what-does-altify-do) ### 17. [Squivr](https://www.g2.com/products/squivr/reviews) Squivr: The Revenue Execution Platform for Salesforce Transform Salesforce from a system of record into a system of revenue execution. Squivr empowers revenue teams to plan, map, execute, strategize, and grow customer relationships directly within Salesforce. By combining Account Planning, Relationship Intelligence, Revenue Analytics, and Team Collaboration into a single native platform, Squivr helps organizations align teams, uncover opportunities, and drive predictable growth. Whether you're managing strategic accounts, expanding existing customers, or executing complex sales cycles, Squivr gives every stakeholder a shared view of the customer and a clear path to success. Relationship Intelligence Suite ArcSight + ArcGroups Revenue is driven by relationships. Squivr's Relationship Intelligence Suite helps teams understand who matters, how they are connected, and where opportunities and risks exist across every account. With ArcSight and ArcGroups, teams can: Visualize stakeholder networks and organizational relationships Identify champions, influencers, decision-makers, and blockers Track account team engagement and relationship strength Manage strategic partners, vendors, implementation teams, and customer contacts Build stronger, multi-threaded relationships across the customer lifecycle Improve account coverage and reduce single-threaded risk Relationship Intelligence provides the context revenue teams need to engage more effectively and win more often. Account Planning Suite Playbooks, Action Plans, SWOT, Competitive Analysis, and Whitespace Analysis The best revenue teams don't leave growth to chance. They execute against a plan. Squivr's Account Planning Suite enables organizations to operationalize their revenue strategy directly inside Salesforce. With Squivr, teams can: Build and standardize account planning processes Operationalize sales methodologies and customer success frameworks Execute strategic initiatives with Playbooks and Action Plans Conduct SWOT and Competitive Analysis Identify whitespace opportunities across products, business units, and geographies Understand account penetration and share-of-wallet Tier, segment, and prioritize accounts based on growth potential Align sales, customer success, account management, and leadership around a shared strategy Turn static account plans into living, actionable revenue strategies. Revenue Visibility and Growth Intelligence Squivr helps organizations move beyond activity tracking and into strategic revenue management. Gain visibility into: Total account spend Product adoption and expansion opportunities Revenue by account, business unit, and product family Strategic account health and growth potential Relationship coverage and engagement Forecasting and growth initiatives By bringing account intelligence and execution together, Squivr helps teams make better decisions and drive measurable business outcomes. Why Squivr? Squivr connects every step of the revenue journey: Plan with Account Planning and Playbooks Map relationships with ArcSight and ArcGroups Execute with Action Plans and Milestones Strategize with SWOT and Competitive Analysis Collaborate through Squivr Workspaces Visualize account intelligence and relationship networks Optimize revenue performance with analytics and insights All natively inside Salesforce. One Platform. One Strategy. One Source of Truth. Squivr empowers Sales, Customer Success, Account Management, Business Development, and Leadership teams to operate from a shared strategy, execute with confidence, and accelerate revenue growth. Plan smarter. Build stronger relationships. Execute with purpose. Grow predictably. That's the power of Squivr. **Average Rating:** 5.0/5.0 **Total Reviews:** 57 **How Do G2 Users Rate Squivr?** - **Quality of Support:** 10.0/10 (Category avg: 9.3/10) - **Opportunity Identification:** 9.7/10 (Category avg: 8.4/10) - **Playbooks:** 9.9/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 5.7/10 (Category avg: 10/10) **Who Is the Company Behind Squivr?** - **Seller:** [Squivr](https://www.g2.com/sellers/squivr) - **Year Founded:** 2018 - **HQ Location:** Denver, CO - **Twitter:** @Squivr1 (155 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/squivr/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Small-Business, 37% Mid-Market #### What Are Squivr's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Efficiency (6 reviews) - Intuitive (4 reviews) - Customer Support (3 reviews) - Features (3 reviews) **Cons:** - Learning Curve (2 reviews) - Salesforce Integration (2 reviews) - Difficult Setup (1 reviews) - Inaccurate Forecasting (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Squivr? *AI-generated summary from verified user reviews* **Pros:** - Users find Squivr's **ease of use** enhances clarity in complex customer relationships, streamlining workflows effortlessly. - Users praise Squivr's **efficiency** , as it streamlines data tracking and enhances stakeholder mapping within Salesforce. - Users find Squivr's interface **intuitive** , making training easy and enhancing collaboration across teams. - Users praise Squivr for its **responsive customer support** , providing quick and accurate assistance throughout the implementation process. - Users commend Squivr for its **intuitive UI and powerful visualizations** , enhancing clarity and efficiency in managing customer relationships. **Cons:** - Users find a **slight learning curve** in configuring Squivr templates and layouts, requiring dedicated effort for optimal setup. - Users face a **steep learning curve** when configuring templates and aligning with existing Salesforce structures, impacting setup efficiency. - Users find the **difficult setup** process challenging, requiring extensive effort for optimal configuration and value realization. - Users express concerns about **inaccurate forecasting** , primarily due to inconsistent data entry and trust issues within the team. - Users express concern over **limited customization** , feeling it may hinder effective use and buy-in from the team. #### What Are Recent G2 Reviews of Squivr? **"[Keeps our deals on track, keeps our revenue flow accelerating](https://www.g2.com/survey_responses/squivr-review-7850851)"** **Rating:** 5.0/5.0 stars *— Jeff F.* [Read full review](https://www.g2.com/survey_responses/squivr-review-7850851) --- **"[User-Friendly, Object-Agnostic Org Charts for Salesforce Hierarchies](https://www.g2.com/survey_responses/squivr-review-12712910)"** **Rating:** 5.0/5.0 stars *— Verified User in Online Media* [Read full review](https://www.g2.com/survey_responses/squivr-review-12712910) --- #### What Are G2 Users Discussing About Squivr? - [What is Squivr used for?](https://www.g2.com/discussions/what-is-squivr-used-for) ### 18. [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 **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](https://www.g2.com/sellers/prolifiq-software) - **Year Founded:** 1999 - **HQ Location:** Beaverton, OR - **Twitter:** @PROLIFIQAPPS (514 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/prolifiqapps/ (18 employees on LinkedIn®) - **Phone:** 503-684-1415 **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 62% Mid-Market, 25% Small-Business #### What Are Recent G2 Reviews of Prolifiq.ai CRUSH? **"[Intuitive and Flexible](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-9886657)"** **Rating:** 5.0/5.0 stars *— Jozlyn B.* [Read full review](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-9886657) --- **"[Prolifiq Relationship Map powerful tool for stakeholder in Salesforce.com](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-10002119)"** **Rating:** 4.0/5.0 stars *— Henk H.* [Read full review](https://www.g2.com/survey_responses/prolifiq-ai-crush-review-10002119) --- #### What Are G2 Users Discussing About Prolifiq.ai CRUSH? - [What is Prolifiq.ai CRUSH used for?](https://www.g2.com/discussions/what-is-prolifiq-ai-crush-used-for) ### 19. [DemandFarm](https://www.g2.com/products/demandfarm/reviews) DemandFarm's Key Account Management software suite is purpose-built to help you unlock the full revenue potential of your strategic accounts. DemandFarm gives sales leaders and account managers everything they need to build strategic relationships, uncover expansion revenue blind spots, and close large complex deals faster. A peek into the world’s favorite strategic account management software suite: - Sales account planning software to simplify & standardize account plans - Relationship mapping software to visualize complex account hierarchies - Opportunity management software to boost adoption of any sales methodology and accelerate deal velocity Since 2016, DemandFarm has helped 250+ global organizations like DHL, Zebra Technologies, TaskUs, HCLTech and Belden spot growth opportunities in their key accounts, visualize key relationships, boost upsell and cross-sell revenue, win large deals, and centralize key account intelligence. **Average Rating:** 4.4/5.0 **Total Reviews:** 45 **How Do G2 Users Rate DemandFarm?** - **Quality of Support:** 9.4/10 (Category avg: 9.3/10) - **Opportunity Identification:** 8.9/10 (Category avg: 8.4/10) - **Playbooks:** 8.1/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind DemandFarm?** - **Seller:** [Demand Farm](https://www.g2.com/sellers/demand-farm) - **Year Founded:** 2016 - **HQ Location:** NY, New York - **Twitter:** @demandfarm (3,314 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/demandfarm (45 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 58% Mid-Market, 33% Enterprise #### What Are Recent G2 Reviews of DemandFarm? **"[Account Manager Tools for Key Accounts](https://www.g2.com/survey_responses/demandfarm-review-8241749)"** **Rating:** 5.0/5.0 stars *— Blanche C.* [Read full review](https://www.g2.com/survey_responses/demandfarm-review-8241749) --- **"[DemandFarm is a useful tool for strategic selling](https://www.g2.com/survey_responses/demandfarm-review-7968562)"** **Rating:** 4.5/5.0 stars *— Timothy C.* [Read full review](https://www.g2.com/survey_responses/demandfarm-review-7968562) --- ### 20. [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 **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](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®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 65% Enterprise, 20% Mid-Market #### What Are Revegy's Pros and 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) ### What Do G2 Reviewers Say About Revegy? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **visual tools for relationship mapping** in Revegy, enhancing their account planning experience significantly. - Users appreciate the **customizability** of Revegy, especially valuing its impressive visual tools for mapping relationships. - Users admire the **visual tools for relationship mapping and account planning** , finding them particularly impressive and useful. - Users find the **impressive visual tools** of Revegy enhance their relationship mapping and account planning efficiency. **Cons:** - Users find the **user interface overwhelming** , especially during the initial stages of using Revegy. - Users find the **user interface overwhelming** at first, leading to a challenging onboarding experience. - Users find the **initially overwhelming user interface** of Revegy challenging at the start of their experience. - Users find the **initially overwhelming user interface** of Revegy challenging to navigate effectively. - Users find the **initially overwhelming user interface** of Revegy can complicate the onboarding experience for new users. #### What Are Recent G2 Reviews of Revegy? **"[Revegy is like a Sales Analyzer and Booster](https://www.g2.com/survey_responses/revegy-review-9924743)"** **Rating:** 5.0/5.0 stars *— Shivam S.* [Read full review](https://www.g2.com/survey_responses/revegy-review-9924743) --- **"[Nothing short of amazing! Everything they did was perfect!](https://www.g2.com/survey_responses/revegy-review-9831876)"** **Rating:** 5.0/5.0 stars *— Morgan V.* [Read full review](https://www.g2.com/survey_responses/revegy-review-9831876) --- #### What Are G2 Users Discussing About Revegy? - [What is Revegy used for?](https://www.g2.com/discussions/what-is-revegy-used-for) ### 21. [dealpad](https://www.g2.com/products/dealpad/reviews) dealpad is a Sales Platform used by B2B software sales teams to discover, access and engage their buying teams. The outcomes you can expect from using dealpad's software are an increase in win-rate, reduction in time wasted on deals that don't close, shorter sales cycles and ultimately, more deals closed and more sales people delivering quota. **Average Rating:** 5.0/5.0 **Total Reviews:** 30 **How Do G2 Users Rate dealpad?** - **Quality of Support:** 9.6/10 (Category avg: 9.3/10) - **Opportunity Identification:** 10.0/10 (Category avg: 8.4/10) - **Playbooks:** 8.7/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10.0/10 (Category avg: 10/10) **Who Is the Company Behind dealpad?** - **Seller:** [dealpad](https://www.g2.com/sellers/dealpad) - **Year Founded:** 2020 - **HQ Location:** Seattle, US - **LinkedIn® Page:** https://www.linkedin.com/company/dealpad-io (6 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 84% Mid-Market, 10% Small-Business #### What Are Recent G2 Reviews of dealpad? **"[It's been a game changer](https://www.g2.com/survey_responses/dealpad-review-8631022)"** **Rating:** 5.0/5.0 stars *— Anish S.* [Read full review](https://www.g2.com/survey_responses/dealpad-review-8631022) --- **"[Closed my biggest ever deal using Dealpad](https://www.g2.com/survey_responses/dealpad-review-8701272)"** **Rating:** 5.0/5.0 stars *— Claudia P.* [Read full review](https://www.g2.com/survey_responses/dealpad-review-8701272) --- ### 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:** 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](https://www.g2.com/sellers/clientsuccess) - **Year Founded:** 2014 - **HQ Location:** American Fork, UT - **Twitter:** @clientsuccess (2,157 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3595230/ (38 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% Mid-Market, 42% Small-Business #### What Are ClientSuccess's Pros and 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) ### What Do G2 Reviewers Say About ClientSuccess? *AI-generated summary from verified user reviews* **Pros:** - Users value the **granular client management** features, enabling effective support through organized tracking and integration tools. - Users appreciate the **excellent customer support** of ClientSuccess, enhancing their daily routine and customer interactions. - Users value the **engagement integration with Outlook** , enhancing customer meeting preparation and support through streamlined tools. - Users value the **robust analytics tools** of ClientSuccess, which enhance customer support and tracking capabilities. - Users value the **automation features** in ClientSuccess, enhancing their ability to support customers effectively. **Cons:** - Users express frustration with the **limit on active goals** , which restricts their ability to manage client projects effectively. - Users find the **limited customization** in ClientSuccess restrictive, affecting their ability to manage client goals effectively. - Users express frustration with the **limited features** of ClientSuccess, specifically the cap on active goals for clients. - Users feel the **UI could be simpler** as it complicates their overall experience with the product. #### What Are Recent G2 Reviews of ClientSuccess? **"[ClientSuccess Boosted Efficiency with Flexible Custom Fields and Reporting](https://www.g2.com/survey_responses/clientsuccess-review-12477654)"** **Rating:** 4.5/5.0 stars *— Hannah O.* [Read full review](https://www.g2.com/survey_responses/clientsuccess-review-12477654) --- **"[Customer Success Manager](https://www.g2.com/survey_responses/clientsuccess-review-10802123)"** **Rating:** 5.0/5.0 stars *— Denise S.* [Read full review](https://www.g2.com/survey_responses/clientsuccess-review-10802123) --- #### What Are G2 Users Discussing About ClientSuccess? - [What is ClientSuccess used for?](https://www.g2.com/discussions/what-is-clientsuccess-used-for) - [What does customer success manager do?](https://www.g2.com/discussions/what-does-customer-success-manager-do) - [How much does Gainsight cost?](https://www.g2.com/discussions/clientsuccess-how-much-does-gainsight-cost) - [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) - 1 comment - [What is customer success platform?](https://www.g2.com/discussions/what-is-customer-success-platform) ### 23. [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 **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](https://www.g2.com/sellers/zomentum) - **Year Founded:** 2018 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/zomentum/ (62 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-Business, 3% Mid-Market #### What Are Zomentum e-Sign and Payment's Pros and 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) ### What Do G2 Reviewers Say About Zomentum e-Sign and Payment? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation of the quoting process** , streamlining tasks and enhancing overall efficiency with excellent support. - Users commend the **customer satisfaction** of Zomentum e-Sign and Payment, especially praising the excellent technical support available. - Users value the **excellent technical support** of Zomentum e-Sign and Payment, enhancing their overall experience and efficiency. - Users value the **standardized quoting process** of Zomentum e-Sign and Payment, enhancing efficiency and accuracy in transactions. - Users value the **standardized quoting process** offered by Zomentum, enhancing efficiency and consistency across operations. **Cons:** - Users find the **interface usability** of Zomentum e-Sign and Payment to be somewhat problematic and lacking polish. - Users find the **outdated design** of Zomentum e-Sign and Payment detracts from the overall usability and experience. - Users find the **poor interface design** of Zomentum e-Sign and Payment to be unintuitive and challenging. - Users find the **UI improvements lacking** , describing the GUI as rough and overly internationalized in language. - Users find the **user experience lacking** due to a rough GUI and inconsistent international language support. #### What Are Recent G2 Reviews of Zomentum e-Sign and Payment? **"[Transformative for both inside and outside sales](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)"** **Rating:** 5.0/5.0 stars *— jeremy t.* [Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775) --- **"[Proposal closure accelerated.](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)"** **Rating:** 5.0/5.0 stars *— Robert G.* [Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616) --- #### What Are G2 Users Discussing About Zomentum e-Sign and Payment? - [What is Zomentum Grow used for?](https://www.g2.com/discussions/what-is-zomentum-grow-used-for) ### 24. [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 **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](https://www.g2.com/sellers/upland-software) - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **LinkedIn® Page:** https://www.linkedin.com/company/3139095/ (814 employees on LinkedIn®) - **Ownership:** NASDAQ:UPLD - **Total Revenue (USD mm):** $291 **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 58% Enterprise, 37% Mid-Market #### What Are Recent G2 Reviews of Upland RO Innovation? **"[RO Innovation Gets the Job Done for Reference Management](https://www.g2.com/survey_responses/upland-ro-innovation-review-9770817)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/upland-ro-innovation-review-9770817) --- **"[Cannot do my job effectively without this tool](https://www.g2.com/survey_responses/upland-ro-innovation-review-9362185)"** **Rating:** 5.0/5.0 stars *— Gemma B.* [Read full review](https://www.g2.com/survey_responses/upland-ro-innovation-review-9362185) --- #### What Are G2 Users Discussing About Upland RO Innovation? - [What is Upland RO Innovation used for?](https://www.g2.com/discussions/what-is-upland-ro-innovation-used-for) ### 25. [Hook](https://www.g2.com/products/hook-technology/reviews) Hook enables businesses to grow revenue from their customers using data. We help revenue teams forecast their growth, focus their time and act faster. We monitor all aspects of how your customers engage with your team and product to know when things are going well, and when things aren't going as expected. Hook helps your team to take action by triggering engagement through emails and nudges, and we measure what works. Through predictive machine learning, we take the guesswork out of your day to day and focus your time where it matters most. Visit us at hook.co and follow @hook-technology on Linkedin **Average Rating:** 4.7/5.0 **Total Reviews:** 53 **How Do G2 Users Rate Hook?** - **Quality of Support:** 9.6/10 (Category avg: 9.3/10) - **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10) - **Playbooks:** 6.7/10 (Category avg: 8.5/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Hook?** - **Seller:** [Hook](https://www.g2.com/sellers/hook-75b3ae03-b377-4473-833d-90fbacb13a44) - **Year Founded:** 2020 - **HQ Location:** London, England - **LinkedIn® Page:** https://www.linkedin.com/company/hook-technology/ (81 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 85% Mid-Market, 11% Enterprise #### What Are Hook's Pros and Cons? **Pros:** - Insights (4 reviews) - Intuitive (4 reviews) - Reporting (4 reviews) - Visibility (4 reviews) - User Interface (3 reviews) **Cons:** - Note Management (3 reviews) - Dashboard Issues (2 reviews) - Data Delays (2 reviews) - Data Inaccuracy (2 reviews) - Inaccurate Forecasting (2 reviews) ### What Do G2 Reviewers Say About Hook? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **actionable insights and reporting** of Hook, enhancing decision-making and customer success strategies. - Users value the **intuitive dashboards** of Hook, enabling easy access to actionable customer usage data for growth. - Users value the **detailed reporting capabilities** of Hook, which enhance customer management and drive impactful insights. - Users value the **granular visibility** provided by Hook, helping them manage risks and identify growth opportunities effectively. - Users praise Hook's **intuitive UI** , facilitating easy navigation and enhancing the overall user experience. **Cons:** - Users face **issues with note management** , including bugs and delayed metrics, affecting their overall experience with Hook. - Users face **dashboard issues** with glitches and missing data, causing minor annoyances without being major hindrances. - Users experience **data delays** affecting the accuracy of metrics and suggested actions, though support is responsive. - Users experienced challenges with **data inaccuracy** , initially finding the information unreliable and delayed in retrieval. - Users note that **inaccurate forecasting** initially hindered reliability, but improvements are anticipated as the software learns. #### What Are Recent G2 Reviews of Hook? **"[Flexible Automations and Insightful Chat Power Our Self-Serve Customer Journey](https://www.g2.com/survey_responses/hook-review-12573981)"** **Rating:** 5.0/5.0 stars *— Charlie D.* [Read full review](https://www.g2.com/survey_responses/hook-review-12573981) --- **"[Massive time-saver for CSM teams](https://www.g2.com/survey_responses/hook-review-12572980)"** **Rating:** 4.5/5.0 stars *— Collin W.* [Read full review](https://www.g2.com/survey_responses/hook-review-12572980) --- ## What Is Customer Revenue Optimization (CRO) Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Customer Revenue Optimization (CRO) Software? - [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) --- ## What Are the Most Common Questions About Customer Revenue Optimization (CRO) Software? *AI-generated · Last updated: June 3, 2026* ### Which is the best CRO platform for boosting sales performance According to verified users, customer revenue optimization platforms help teams improve visibility, forecasting, and follow-through across pipeline and renewals. Recent G2 reviews most often mention clearer account health, better prioritization, stronger stakeholder alignment, and less manual reporting. Buyers evaluating this category tend to look for tools that centralize customer and revenue signals, surface risk earlier, and support action across sales, customer success, and revenue operations. In this review set, recurring themes include pipeline clarity, renewal visibility, account health monitoring, automation, and shared workflows that keep teams aligned around next steps and revenue goals. ### Which CRO solution offers the best ROI measurement According to verified users, the strongest ROI measurement experiences come from platforms that connect revenue data, customer activity, and team workflows in one place. Across recent G2 reviews, buyers repeatedly describe time savings from reduced manual reporting, better renewal tracking, clearer account health, and more confident forecasting. Reviewers also value tools that tie usage, engagement, and risk indicators back to revenue outcomes so teams can prioritize the right accounts. In this category, ROI is usually described through improved efficiency, stronger retention visibility, earlier risk detection, and better coordination across sales, customer success, and operations rather than through standalone reporting alone. ### Which platform is best for customer lifecycle revenue tracking According to verified users, platforms for customer lifecycle revenue tracking are most helpful when they connect onboarding, usage, renewals, expansions, and account health in a single workspace. Recent G2 reviews describe value from seeing the full customer journey instead of switching between spreadsheets, CRM records, and separate reporting tools. Buyers in this category often prioritize lifecycle visibility, health scoring, renewal planning, stakeholder tracking, and actionable alerts. Reviews also highlight the importance of surfacing churn risk and expansion signals early so teams can act before revenue issues become harder to manage. The strongest products in this category support both visibility and execution. ### What is customer revenue optimization software Customer revenue optimization software is used to give revenue teams a clearer view of customer health, pipeline, renewals, expansion opportunities, and revenue risk in one place. In recent G2 reviews, users describe these tools as centralizing customer data, usage signals, forecasts, account activity, and workflows so teams can act faster and with more consistency. Common use cases include tracking renewals, identifying churn risk, prioritizing outreach, improving forecasting, managing account plans, and reducing manual reporting. Rather than relying on disconnected spreadsheets or multiple systems, these platforms help sales, customer success, and revenue operations work from a shared source of truth. ### What features define modern customer revenue optimization G2 reviewers mention several features repeatedly in recent customer revenue optimization reviews. Common priorities include health scoring, renewal tracking, forecasting, account segmentation, dashboards, workflow automation, and alerts tied to risk or opportunity. Buyers also look for integrations that pull together CRM, usage, communication, and support data so teams can work from one view. Many reviews emphasize AI summaries, sentiment analysis, call insights, and templates that reduce manual follow-up. Another recurring theme is collaboration support, such as shared plans, task ownership, and timeline visibility. Together, these features help teams move from reactive account management to more proactive retention, expansion, and revenue planning.