# Best Revenue Management Software - Page 4

## How Many Revenue Management Software Products Does G2 Track?

**Total Products under this Category:** 86

### Category Stats (Aug 2026)

- **Average Rating:** 4.43/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Vayu (+1.86%) - Among all products in this category, Vayu recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Revenue Management Software Products?

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

- 30 Analysts and Data Experts
- 16,300+ Authentic Reviews
- 86+ Products
- Unbiased Rankings

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

## G2 Grid® for Revenue Management Software
 ![G2 Grid® for Revenue Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/revenue-management/grids.png?focus%5B%5D=446&focus%5B%5D=390&focus%5B%5D=1339312&focus%5B%5D=536&focus%5B%5D=1404547&focus%5B%5D=19175&focus%5B%5D=1402310&focus%5B%5D=3294)

Highlighted products: NetSuite, Sage Intacct, Revenue Hub, Agentforce Revenue Management (formerly Salesforce Revenue Cloud), Tabs, SAP Cloud ERP (SAP S/4HANA Cloud), DualEntry, and Chargebee.

Underlying data: [Grid® JSON](https://www.g2.com/categories/revenue-management/grids.json?focus%5B%5D=oracle-netsuite&focus%5B%5D=sage-intacct&focus%5B%5D=revenue-hub&focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=tabs&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=dualentry&focus%5B%5D=chargebee)

**Sponsored**

### Homerun Presales Platform

Homerun is the AI-embedded presales platform for your entire team. One place to AI/automate, track, manage, organize, and inform all-things-presales. Do More. Admin Less.™ World-class presales teams including ReliaQuest, Protegrity, Starburst Data, and strongDM use Homerun to boost presales automation, effectiveness, visibility, and collaboration. “A force multiplier for our organization” “Homerun is a game-changer” “The OS for sales engineers” Our customer achieve exceptions presales results: - 15% increase in deal win rates - 16% decrease in sales cycle durations - 6 hours saved per week per sales engineer - 4 weeks saved in new hire onboarding Homerun is SOC2 certified and GDPR compliant. We are proud to be founded by career sales engineers, bootstrapped, profitable, and growing fast because of our amazing customers. --- Our Origin Story We built the first version of Homerun as a tool for ourselves to make our daily lives more organized as sales engineers. We were managing multiple deals at any given time, jumping from customer calls to demos to POCs and back. We were using multiple tools: our CRM, notepad, docs, spreadsheets… you name it, we were using it. One day, we had enough and started coding. Today, presales teams have Homerun. Built for both presales leadership and individual sales engineers, presales teams of all sizes use Homerun to achieve exceptional presales results.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1539&secure%5Bchosen_at%5D=2026-08-01T18%3A07%3A25Z&secure%5Bdisplayable_resource_id%5D=1004927&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=170834&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=170834&secure%5Bresource_id%5D=1539&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Frevenue-management%3Fpage%3D4&secure%5Btoken%5D=7bbe9bc0e698d44648b705c6c1692887b98a4b03e4f765ff1392797147e1ac6a&secure%5Burl%5D=https%3A%2F%2Fwww.homerunpresales.com%2F&secure%5Burl_type%5D=company_website)

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

At UpClear, our mission is to empower Consumer Goods brands to maximize revenue performance and trade investment returns through intelligent, collaborative software—providing a single source of truth, streamlined automation, and actionable insights. BluePlanner Revenue Management software supports end-to-end processes, from Annual Operating Planning to Account Planning and Execution. Within Consumer Goods companies, the system is used by Sales, Accounting/Deduction Management, Finance, Revenue Management and Demand Planning teams. Our philosophy is to deliver the capabilities our clients need when they need them. This includes packages designed for Emerging, Growing, Established, and Multinational brands. Our clients grow into new BluePlanner services as they need them.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate BluePlanner?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **ERP and Accounting:** 3.3/10 (Category avg: 8.7/10)
- **Forecasting:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind BluePlanner?

- **Seller:** [UpClear](https://www.g2.com/sellers/upclear)
- **Company Website:** upclear.com
- **Year Founded:** 2007
- **HQ Location:** New York, US
- **Twitter:** @UpClear  
123 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e857f2b5d648e222bff6a3838ffd2969d3f245a917ec428665a8e03b2aaa2534&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fupclear&secure%5Burl_type%5D=linkedin_company_website)  
82 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Intuitive, Efficient Planning with Proactive UpClear Support"](https://www.g2.com/survey_responses/blueplanner-review-12724640)**

**Rating:** 5.0/5.0 stars

_— Ariel S._

[Read full review](https://www.g2.com/survey_responses/blueplanner-review-12724640)

**["Robust Trade Promotion Management platform with excellent reporting/analytics support."](https://www.g2.com/survey_responses/blueplanner-review-9757536)**

**Rating:** 4.5/5.0 stars

_— Spencer M. G._

[Read full review](https://www.g2.com/survey_responses/blueplanner-review-9757536)

### [CSG Encompass](https://www.g2.com/products/csg-encompass/reviews)

CSG Encompass is a next-generation, cloud-agnostic revenue management platform designed to help communications service providers (CSPs) and digital ecosystem players thrive in today’s dynamic market. Built on a flexible, modular architecture, Encompass supports real-time charging, convergent billing, customer and revenue management, and advanced partner settlement—all in a single, unified solution. Encompass empowers CSPs to monetize any service—consumer, B2B, wholesale, IoT, and B2B2X—across any network, business model, or geography. Its catalog-driven design enables rapid offer creation, lifecycle management, and seamless bundling of products and services. With out-of-the-box TM Forum ODA compliance, open APIs, and Kubernetes-based deployment, Encompass integrates effortlessly with existing OSS/BSS environments and scales to support the needs of the largest operators. The platform’s advanced analytics, real-time decisioning, and automation tools help providers optimize revenue, reduce operational costs, and deliver exceptional customer experiences. Encompass supports both cloud and on-premise deployments, giving CSPs the freedom to align with their unique IT strategies and regulatory requirements. With proven reliability, Encompass delivers high availability, robust security, and continuous innovation through regular feature updates. Its intuitive user interfaces and embedded best practices streamline operations, from onboarding and quoting to billing and collections. Trusted by leading Tier 1 and Tier 2 operators worldwide, CSG Encompass enables CSPs to launch new services faster, adapt to market changes, and future-proof their business for the digital era.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind CSG Encompass?

- **Seller:** [CSG](https://www.g2.com/sellers/csg-54a1fc60-dace-4629-a6aa-10ab3e6c149f)
- **Company Website:** www.csgi.com
- **Year Founded:** 1994
- **HQ Location:** Greenwood Village, CO
- **Twitter:** @csg\_i  
3,123 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a741ed166dfb081097afdbb86905c233ce48a159f2c26327a536303fc7b7f073&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcsg-%2F&secure%5Burl_type%5D=linkedin_company_website)  
7,715 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About CSG Encompass?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **strong end-to-end billing and revenue management capabilities** of CSG Encompass for accurate, scalable performance.
- Users value the **strong end-to-end billing and revenue management** capabilities of CSG Encompass, ensuring accuracy and scalability.
- Users value the **scalability** of CSG Encompass, effectively managing complex billing and high transaction volumes seamlessly.
- Users value the **extensive customizability** of CSG Encompass, enabling effective management of complex billing scenarios.
- Users appreciate the **detailed customization options** of CSG Encompass, enabling effective management of complex billing scenarios.

##### Cons

- Users find the **complex processes** of CSG Encompass can hinder agility and require specialized knowledge.
- Users note that CSG Encompass requires **specialized expertise** , which can complicate usability and slow down agility.
- Users find the **learning difficulty** of CSG Encompass can hinder quick adjustments and flexibility in usage.
- Users find the **difficult customization** of CSG Encompass can hinder flexibility and require technical expertise for effective use.
- Users find the **steep learning curve** of CSG Encompass hampers efficiency and agility in adapting to changes.

#### What Are Recent G2 Reviews of CSG Encompass?

**["CSG Encompass: Robust, Accurate Billing and Revenue Management at Scale"](https://www.g2.com/survey_responses/csg-encompass-review-12404994)**

**Rating:** 5.0/5.0 stars

_— Fortese M._

[Read full review](https://www.g2.com/survey_responses/csg-encompass-review-12404994)

**["CSG Encompass Excels at Scalable, Enterprise-Grade Billing and Revenue Control"](https://www.g2.com/survey_responses/csg-encompass-review-12400260)**

**Rating:** 5.0/5.0 stars

_— Ngadhnjim M._

[Read full review](https://www.g2.com/survey_responses/csg-encompass-review-12400260)

### [Cube RM](https://www.g2.com/products/cube-rm/reviews)

Cube RM offers Revenue Management and Optimization software solutions, specially designed for large enterprises, helping them to efficiently manage their sales and pricing processes, leverage competitive intelligence, optimize pricing decisions and predict their impact on revenue performance.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Cube RM?

- **ERP and Accounting:** 10.0/10 (Category avg: 8.7/10)
- **Forecasting:** 10.0/10 (Category avg: 8.6/10)
- **APIs:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Cube RM?

- **Seller:** [Cube RM](https://www.g2.com/sellers/cube-rm-1cd328ab-8d17-413a-ab98-a54f0f0203d1)
- **Year Founded:** 2017
- **HQ Location:** Zürich, CH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e52618e0acd23e2a45b95dec08fa6c092e7ada1562b310d35efe51b16c66b306&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcube-rm%2F&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Cube RM?

**["Amazing Software Company!"](https://www.g2.com/survey_responses/cube-rm-review-5298507)**

**Rating:** 5.0/5.0 stars

_— Kathryn M._

[Read full review](https://www.g2.com/survey_responses/cube-rm-review-5298507)

**["Best Revenue management system we can use to integrate in our organization"](https://www.g2.com/survey_responses/cube-rm-review-5297277)**

**Rating:** 4.5/5.0 stars

_— Palash J._

[Read full review](https://www.g2.com/survey_responses/cube-rm-review-5297277)

#### What Are G2 Users Discussing About Cube RM?

- [What is Cube RM used for?](https://www.g2.com/discussions/what-is-cube-rm-used-for)

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

iNovah is an end to end solution for payments, reporting and auditing that integrates single payment source systems and eliminates finance and technical management costs.

**Average Rating:** 4.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate iNovah?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **ERP and Accounting:** 7.5/10 (Category avg: 8.7/10)
- **Forecasting:** 9.2/10 (Category avg: 8.6/10)
- **APIs:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind iNovah?

- **Seller:** [Harris Computer Systems](https://www.g2.com/sellers/harris-computer-systems)
- **Year Founded:** 1976
- **HQ Location:** Nepean, Ontario, Canada
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28e5bda6506192dac02d92cbac2b680a67973e7dd57c77c90d9a292657921918&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fharris-computer.%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,776 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

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

**["Product Review - iNovah"](https://www.g2.com/survey_responses/inovah-review-5253921)**

**Rating:** 4.0/5.0 stars

_— Verified User in Capital Markets_

[Read full review](https://www.g2.com/survey_responses/inovah-review-5253921)

**["Data Management made easy!"](https://www.g2.com/survey_responses/inovah-review-5234969)**

**Rating:** 4.0/5.0 stars

_— Ashley M._

[Read full review](https://www.g2.com/survey_responses/inovah-review-5234969)

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

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

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

As of February 2026, Maple Billing is now Measure. Measure connects contracts, billing, revenue recognition, and commissions in one system. When a contract changes, the invoice updates, the revenue schedule recalculates, and the commission posts. One action. Everything downstream moves with it. Most billing tools handle one piece of the revenue cycle. Measure handles all of it without the spreadsheets, the reconciliation, or the six-month implementation. CEOs and founders: Know your MRR, active customers, and revenue the moment a deal closes. No waiting for finance to reconcile three systems at month-end. The number you see is the number you can trust. Sales: Build quotes, collect signatures, and trigger invoices from one place. Tight integrations with HubSpot and Salesforce mean your CRM stays current without manual data entry. Less time on admin. More time closing. Finance and ops: Stop being the human integration layer between Stripe, QuickBooks, and a spreadsheet you didn't build. Measure automates invoicing, payment collection, revenue recognition, and commission tracking in one system. Month-end close goes from a week to a day. Product and engineering: Set up usage-based or seat-based billing in one sprint. After that, finance owns it. Your team stops getting pulled into billing tickets and gets back to building the product.

**Average Rating:** 4.8/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Measure?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **ERP and Accounting:** 8.3/10 (Category avg: 8.7/10)
- **Forecasting:** 6.7/10 (Category avg: 8.6/10)
- **APIs:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Measure?

- **Seller:** [Measure](https://www.g2.com/sellers/measure-b89c8fcb-ef1c-46f0-95f6-a6b77ba93d50)
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bbfb76bf041cdff2e4adb157ebeb08432e473fd4321bb5331809e10ac14aabba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetmeasure%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Medium

#### What Do G2 Reviewers Say About Measure?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive contract management** that seamlessly integrates pricing options into workflows and subscription processes.
- Users highlight the **intuitive design** of Measure, making it easy to adapt for various pricing and workflow needs.
- Users commend the **seamless invoicing integration** with contracting processes, simplifying billing across diverse pricing models.
- Users value the **intuitive subscription management** of Measure, which simplifies pricing options and contract workflows effectively.
- Users appreciate the **automation features** of Measure, enjoying streamlined workflows and simplified pricing integration.

##### Cons

- Users find the **learning process confusing** , particularly regarding the order of operations for new client setups.
- Users find the **connectivity issues** challenging, particularly when learning the setup process for new clients.
- Users find it **difficult to learn** Measure, particularly with the confusing order of operations for setup.
- Users find the **learning curve steep** , particularly in understanding the correct order of processes for new clients.
- Users find the **learning difficulty** of Measure challenging, particularly in understanding initial setup processes for new clients.

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

**["Very adaptable pricing models and great founding team!"](https://www.g2.com/survey_responses/measure-review-10623236)**

**Rating:** 5.0/5.0 stars

_— Caleb S._

[Read full review](https://www.g2.com/survey_responses/measure-review-10623236)

**["Excellent Team with amazing customer service"](https://www.g2.com/survey_responses/measure-review-10411137)**

**Rating:** 5.0/5.0 stars

_— Jed P._

[Read full review](https://www.g2.com/survey_responses/measure-review-10411137)

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

Orb is a scalable usage-based billing engine that powers finance workflows like accounting, invoicing, and reporting.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Orb?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10)
- **APIs:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Orb?

- **Seller:** [Orb](https://www.g2.com/sellers/orb)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3a6850679c07d1b21c1503f24051fe0ad736572061cc92e6fae3a604ee0483a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Forbhq&secure%5Burl_type%5D=linkedin_company_website)  
83 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Medium, 25% Small

#### What Do G2 Reviewers Say About Orb?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **billing efficiency** of Orb, transforming their invoicing and pricing strategies seamlessly.
- Users praise the **responsive and helpful customer support** from Orb, facilitating efficient billing and subscription management.
- Users value the **ease of use** of Orb, appreciating its quick integration and simplicity for managing billing and subscriptions.
- Users appreciate the **easy integrations** with Orb, enhancing flexibility and reducing time spent on billing processes.
- Users value the **flexibility** of Orb, enabling agile pricing strategies and seamless management of complex billing needs.

##### Cons

- Users note the **missing features** in Orb, expressing a need for additional options to meet billing requirements.
- Users face **usability hurdles** with Orb, complicating initial setup despite helpful support from the team.

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

**["Excellent billing-as-a-service platform"](https://www.g2.com/survey_responses/orb-review-9338066)**

**Rating:** 5.0/5.0 stars

_— Sam S._

[Read full review](https://www.g2.com/survey_responses/orb-review-9338066)

**["Orb gave us a lot of flexibility and help us introduce new pricing and billing capabilities"](https://www.g2.com/survey_responses/orb-review-9429528)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/orb-review-9429528)

### [SAASTEPS Revenue Lifecycle Management](https://www.g2.com/products/saasteps-revenue-lifecycle-management/reviews)

Revenue Lifecycle Management for Salesforce CRM Customers Reimagine the way you think of your Salesforce CRM, Salesforce CPQ, or if you are considering Salesforce Revenue Cloud. SAASTEPS offer a 12+ Year in development All-in-One Revenue Lifecycle Management solution suite. We extend your Sales Cloud License and activate an entire Revenue Lifecycle that eliminates siloed revenue processes. Not only is this technology robust, but it is also 100% declarative to admin. This means your current Salesforce Admin can be taught to complement implement SAASTEPS. You are not required to use an outside consultant but if you need one SAASTEPS has certified consultants that understand Salesforce/SAASTEPS. Are you like us looking for an affordable, robust, standardized Revenue Lifecycle Managment suite that bring together your marketing, sales, operations, customer success, finance, and renewals all in one easy-to-use app? Then please stop by we offer 3-Month Trials.

**Average Rating:** 4.7/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate SAASTEPS Revenue Lifecycle Management?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10)

#### Who Is the Company Behind SAASTEPS Revenue Lifecycle Management?

- **Seller:** [SAASTEPS](https://www.g2.com/sellers/saasteps-c32fdd9c-81fc-4ba0-b0c6-0bc5308f1e78)
- **Year Founded:** 2017
- **HQ Location:** Broomfield, Colorado
- **Twitter:** @saasteps  
13 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76fbf15212be39f4e8e24193789b55362d4e8ff47008c6a5e9b5c1cd125fedb4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsaasteps-lead-to-revenue&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 73% Medium, 18% Small

#### What Are Recent G2 Reviews of SAASTEPS Revenue Lifecycle Management?

**["Powerful CRM software to improve subscription sales reporting and efficiency"](https://www.g2.com/survey_responses/saasteps-revenue-lifecycle-management-review-6591918)**

**Rating:** 4.5/5.0 stars

_— Meagan S._

[Read full review](https://www.g2.com/survey_responses/saasteps-revenue-lifecycle-management-review-6591918)

**["Better than Salesforce CPQ by a mile"](https://www.g2.com/survey_responses/saasteps-revenue-lifecycle-management-review-8865437)**

**Rating:** 4.5/5.0 stars

_— Beto C._

[Read full review](https://www.g2.com/survey_responses/saasteps-revenue-lifecycle-management-review-8865437)

#### What Are G2 Users Discussing About SAASTEPS Revenue Lifecycle Management?

- [What is SAASTEPS CPQ + Revenue Management used for?](https://www.g2.com/discussions/what-is-saasteps-cpq-revenue-management-used-for)

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

SmartRevIQ is an AI-powered revenue optimization and pricing management platform that helps enterprises maximize profitability across the entire gross-to-net revenue lifecycle—from pricing strategy and discount governance to rebate management, promotion optimization, deal guidance, and advanced revenue analytics. The platform unifies pricing management, rebates and incentive programs, discount controls, promotions, and quoting into a single intelligent solution that replaces manual spreadsheets and fragmented systems with automated workflows and real-time insights. Using advanced analytics and machine learning, SmartRevIQ recommends optimal pricing corridors, predicts rebate liabilities, detects margin leakage, and guides sales teams toward more profitable deals. The platform provides full visibility into pricing performance and incentive programs, enabling organizations to automate rebate accruals and settlements, optimize promotional ROI, enforce pricing discipline, and uncover hidden margin opportunities. Companies typically achieve measurable results within the first year, including 3–8% margin improvement, reduced rebate leakage, and faster deal cycles. Key capabilities of SmartRevIQ include: ✔ Smart Pricing Intelligence – AI-driven pricing analytics recommend optimal price corridors, detect margin leakage, and guide profitable deal decisions. ✔ Rebate & Incentive Management – Automate rebate agreements, accrual calculations, settlement processes, and performance analytics with full financial visibility. ✔ Discount Governance – Enforce pricing policies with automated guardrails, approval workflows, and real-time margin insights. ✔ Promotion Optimization – Evaluate promotional effectiveness, forecast ROI, and optimize promotional spend using predictive analytics. ✔ Deal Guidance & Intelligent Quoting – Provide guided quoting with pricing rules, margin thresholds, and approval workflows to accelerate deal execution. ✔ AI-Driven Revenue Analytics – Turn pricing and transaction data into actionable insights with visibility into rebate liabilities, promotions, and margin drivers. ✔ Gross-to-Net Revenue Visibility – Track the financial impact of pricing decisions, discounts, rebates, and promotions across the entire revenue lifecycle. Enterprises across industries such as manufacturing, distribution, consumer goods, life sciences, automotive, and high-tech rely on SmartRevIQ to streamline revenue operations and transform pricing and incentive management into a strategic growth driver.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### Who Is the Company Behind SmartRevIQ?

- **Seller:** [SmartRevIQ](https://www.g2.com/sellers/smartreviq)
- **Year Founded:** 2016
- **HQ Location:** Delaware, US
- **Twitter:** @SmartRevIQ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5dba2cb6fade77e9ae427c94dc63577945ae6edb49f149c06630a8b8967dc650&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmartreviq%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Medium

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

**["SmartRevIQ: Flexible Pricing & Fast ROI with Powerful AI and ERP Integration"](https://www.g2.com/survey_responses/smartreviq-review-13045296)**

**Rating:** 5.0/5.0 stars

_— Jochen P._

[Read full review](https://www.g2.com/survey_responses/smartreviq-review-13045296)

**["Bringing Clarity and Control to Pricing Decisions"](https://www.g2.com/survey_responses/smartreviq-review-12447856)**

**Rating:** 4.5/5.0 stars

_— Verified User in Industrial Automation_

[Read full review](https://www.g2.com/survey_responses/smartreviq-review-12447856)

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

With Actuals you get true insights in your financial results by automating the transaction validation process. Benefit from real-time, data-driven control and audit of your revenue streams to have continuous insight in your margins and your payable and receivable balances.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Actuals?

- **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 8.9/10)
- **ERP and Accounting:** 8.3/10 (Category avg: 8.7/10)
- **Forecasting:** 8.3/10 (Category avg: 8.6/10)
- **APIs:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Actuals?

- **Seller:** [Actuals BV](https://www.g2.com/sellers/actuals-bv)
- **Year Founded:** 2016
- **HQ Location:** Amsterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2c41f31a87ac9812bb4c2cea8b007ac6f501c7771875183c82af2d6fbc29307b&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Factuals.io&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Actuals for real-time Revenue Management."](https://www.g2.com/survey_responses/actuals-review-6935778)**

**Rating:** 4.5/5.0 stars

_— Aman R._

[Read full review](https://www.g2.com/survey_responses/actuals-review-6935778)

**["Saves Huge Time Managing Transactions with Multiple Payment Gateways."](https://www.g2.com/survey_responses/actuals-review-12703355)**

**Rating:** 5.0/5.0 stars

_— Suraj K._

[Read full review](https://www.g2.com/survey_responses/actuals-review-12703355)

### [Aptitude Revenue Recognition Engine](https://www.g2.com/products/aptitude-revenue-recognition-engine/reviews)

The Aptitude Revenue Recognition Engine (ARRE) is a specialist financial application that connects existing General Ledgers and source systems to enable telecommunications organizations to comply with the revenue recognition standards, ASC 606 & IFRS 15. It is used by some of the largest global telecoms to comply with this complex accounting regulation. ARRE performs the 5-step process, implementing accounting policy, and delivering finance-accurate accounting outputs to existing financial systems. The solution is capable of handling extremely high transaction and data volumes. The product offers a full range of out-of-the-box functionality including: - Accounting templates for full-range of telecommunication product lifecycle accounting events and contract scenarios - Connectors for all major general ledgers, including SAP & Oracle systems - Integration with full-range of business and finance processes including billing cycles, bad debt write-offs, income recognition timing differences, etc

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Aptitude Revenue Recognition Engine?

- **Seller:** [Aptitude Software](https://www.g2.com/sellers/aptitude-software)
- **Year Founded:** 2008
- **HQ Location:** London, UK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=95412ea23b49fb679af978a547224602513ca001200f275fd90cafe72c858077&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faptitude-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
420 employees on LinkedIn®
- **Ownership:** LON: APTD

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Aptitude Revenue Recognition Engine?

**["This product is out of the world"](https://www.g2.com/survey_responses/aptitude-revenue-recognition-engine-review-7122760)**

**Rating:** 4.0/5.0 stars

_— Yeshwanth U N._

[Read full review](https://www.g2.com/survey_responses/aptitude-revenue-recognition-engine-review-7122760)

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

ContractNet allows you to easily digitally store information about valuable contractual assets online, securely, so you never again miss an opportunity to minimize expenses or maximize the value of important organizational assets.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate ContractNet?

- **ERP and Accounting:** 8.3/10 (Category avg: 8.7/10)
- **APIs:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind ContractNet?

- **Seller:** [DataNet](https://www.g2.com/sellers/datanet-7054889d-a7b1-4c0f-b503-a18be8bd822f)
- **Year Founded:** 1999
- **HQ Location:** Denver, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8d9e6a65a99a152d9f7e4d5ce49be9e37bba14f357616b73d374016be49596ec&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdatanet-inc&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Nice software for computational power and for providing storage capacity"](https://www.g2.com/survey_responses/contractnet-review-5316124)**

**Rating:** 4.5/5.0 stars

_— Palash J._

[Read full review](https://www.g2.com/survey_responses/contractnet-review-5316124)

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

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

### [CSG Advanced Convergent Platform (ACP)](https://www.g2.com/products/csg-advanced-convergent-platform-acp/reviews)

CSG Revenue Management is a cost-effective solution that processes vast transaction volumes, for online mediation, offline mediation and service activation, all in one consistent framework for ease of use and efficiency.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate CSG Advanced Convergent Platform (ACP)?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10)
- **ERP and Accounting:** 10.0/10 (Category avg: 8.7/10)
- **APIs:** 5.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind CSG Advanced Convergent Platform (ACP)?

- **Seller:** [CSG](https://www.g2.com/sellers/csg-54a1fc60-dace-4629-a6aa-10ab3e6c149f)
- **Year Founded:** 1994
- **HQ Location:** Greenwood Village, CO
- **Twitter:** @csg\_i  
3,123 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a741ed166dfb081097afdbb86905c233ce48a159f2c26327a536303fc7b7f073&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcsg-%2F&secure%5Burl_type%5D=linkedin_company_website)  
7,715 employees on LinkedIn®
- **Ownership:** CSGS

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Medium

#### What Are G2 Users Discussing About CSG Advanced Convergent Platform (ACP)?

- [What is CSG Advanced Convergent Platform (ACP) used for?](https://www.g2.com/discussions/what-is-csg-advanced-convergent-platform-acp-used-for)

### [CTS Systems](https://www.g2.com/products/cts-systems/reviews)

CTS Systems provides revenue solutions management across the spectrum of collection and reporting for the global travel industry. We provide core value for money processes – from basic reporting to full management of financial systems, from payment reconciliation for aging commissionable revenue to critical reporting of non-commissionable channels.

**Average Rating:** 3.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind CTS Systems?

- **Seller:** [CTS SYSTEMS](https://www.g2.com/sellers/cts-systems)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

### [Cube RM CPQ](https://www.g2.com/products/cube-rm-cpq/reviews)

Cube RM is a Revenue Management & Optimization software suite including an intuitive CPQ system and integrated pricing guidance. Leveraging sophisticated machine learning models and software automation to help companies efficiently manage sales quotes, create and evaluate tender proposals, and identify optimum pricing.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Cube RM CPQ?

- **ERP and Accounting:** 10.0/10 (Category avg: 8.7/10)
- **Forecasting:** 10.0/10 (Category avg: 8.6/10)
- **APIs:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Cube RM CPQ?

- **Seller:** [Cube RM](https://www.g2.com/sellers/cube-rm-1cd328ab-8d17-413a-ab98-a54f0f0203d1)
- **Year Founded:** 2017
- **HQ Location:** Zürich, CH
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e52618e0acd23e2a45b95dec08fa6c092e7ada1562b310d35efe51b16c66b306&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcube-rm%2F&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Cube RM CPQ?

**["MANAGEMENT SOFTWARE Redefined"](https://www.g2.com/survey_responses/cube-rm-cpq-review-3387907)**

**Rating:** 4.5/5.0 stars

_— Brendan K._

[Read full review](https://www.g2.com/survey_responses/cube-rm-cpq-review-3387907)

#### What Are G2 Users Discussing About Cube RM CPQ?

- [What is Cube RM CPQ used for?](https://www.g2.com/discussions/what-is-cube-rm-cpq-used-for)

### [Dinvy Ascent](https://www.g2.com/products/dinvy-ascent/reviews)

Relaunching in March of 2023, Dinvy Ascent was born out of our team's desire to share our enthusiasm for time tracking and provide a platform from which a company can truly grow. By offering our initial solution for free, our goal is to alleviate any barriers to entry and to have all businesses realize the benefits of utilizing professional services software. Let's be honest, time tracking effectively and efficiently is still a major issue. Why else did we see a market opportunity to develop a new product in 2023? Adoption is key! Team members can appreciate transparency and clear expectations with shared billable goals along with the ability to enter time with timers, day view, and week view. We want to help businesses of all types embrace the benefits of time tracking with a simple and clean interface! Empower your team members as time data provides vital insights into your business. Time data not only helps in identifying educational opportunities or how to distribute talent but also ensures your projects are successfully tracked to be healthy and profitable. We know firsthand that technology can be hard to adopt and sometimes frustrating when your business grows and changes. Dinvy Ascents features were meant to adapt and grow with your business and take you to wherever your business guides you. Our next two platforms, Alpine and Summit, releasing at the end of 2023, will allow a business to customize, tailor, and adapt Dinvy to their needs, not the other way around. We're excited to take this journey with your business and help you succeed! Come check us out: www.dinvy.com

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Dinvy Ascent?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)

#### Who Is the Company Behind Dinvy Ascent?

- **Seller:** [Dinvy](https://www.g2.com/sellers/dinvy)
- **Year Founded:** 2019
- **HQ Location:** Milwaukee, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b1fc2f4033cc3a12256d636819631101eda40cc287a6772c6d5cef16ae74bd5e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdinvy%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Do G2 Reviewers Say About Dinvy Ascent?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **accuracy** of Dinvy Ascent, which effectively addresses various operational challenges without overwhelming complexity.
- Users appreciate the **comprehensive features** of Dinvy Ascent, finding it intuitive and exceptionally beneficial for their operations.
- Users find Dinvy Ascent's **intuitive design** remarkable, making it easy to master despite its feature richness.
- Users appreciate the **powerful reporting and insights** of Dinvy Ascent, making data access seamless and intuitive.
- Users value the **analytics insights** offered by Dinvy Ascent, providing easy access to crucial data for informed decision-making.

##### Cons

- Users experience **layout issues** with Dinvy Ascent, particularly when using smaller browser sizes, affecting usability.

#### What Are Recent G2 Reviews of Dinvy Ascent?

**["Emerging Professional Services Management Platform Leader - Dinvy Stands Out!"](https://www.g2.com/survey_responses/dinvy-ascent-review-5054686)**

**Rating:** 5.0/5.0 stars

_— Tessa P._

[Read full review](https://www.g2.com/survey_responses/dinvy-ascent-review-5054686)

**["Dinvy user"](https://www.g2.com/survey_responses/dinvy-ascent-review-7192329)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/dinvy-ascent-review-7192329)

#### What Are G2 Users Discussing About Dinvy Ascent?

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

- [‹ Prev‹ Prev](/categories/revenue-management?open_modal_url=%2Fes%2Fproducts%2Fagentforce-revenue-management-formerly-salesforce-revenue-cloud%2Fwishlists%3Fhost_path%3D%252Fcategories%252Frevenue-management%26source%3Dcategory&order=g2_score&page=3#product-list)
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[Browse Revenue Management Themes](/categories/revenue-management/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated June 24, 2026

Companies use revenue management software to match their sales with customer payments and reduce revenue leakage. Accountants leverage these tools to recognize and allocate revenue to multiple business entities. Managers from departments such as sales, marketing, and operations use revenue management software to monitor the performance of products and services sold by the company and to optimize their offerings. Through the use of these tools, revenue data can be evaluated to identify which customers or contracts are the most profitable for the company.

Revenue management software integrates with both [accounting software](https://www.g2.com/categories/accounting) and [ERP systems](https://www.g2.com/categories/erp-systems). This type of software can be delivered standalone or as part of a quote-to-cash suite which includes [pricing software](https://www.g2.com/categories/pricing), [CPQ software](https://www.g2.com/categories/cpq), and [quote management software](https://www.g2.com/categories/quote-management). When used by sales and marketing managers, revenue management also needs to integrate with [CRM software](https://www.g2.com/categories/crm).

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

- Track pricing details for individual or groups of products and services
- Provide features for revenue recognition and allocations
- Manage different types of revenue, such as recurring and transaction-based
- Analyze the performance of special offers, packages, and incentives
- Estimate the impact of discounts and rebates on revenue
- Monitor revenue per customer, contract, or project
- Include best practices for revenue management optimization

Show More

* * *

## How Do You Choose the Right Revenue Management Software?

### What You Should Know About Revenue Management Software

### What is Revenue Management Software?

Companies use revenue management software (RMS) to match their sales with customer payments and reduce revenue leakage. Accountants leverage these tools to recognize and allocate revenue to multiple business entities. Managers from departments such as sales, marketing, and operations use revenue management software to monitor the performance of products and services sold by the company and to optimize their offerings. Using these tools, revenue data can be evaluated to identify which customers or contracts are most profitable for the company.

### What are the Common Features of Revenue Management Software?

The following are some core features within revenue management software that can help users manage revenue and stay compliant:

**Revenue recognition:** Revenue recognition is a GAAP (generally accepted accounting principle) that determines how and when revenue is to be recognized. This revenue management software feature helps save time by automatically logging customer or sales info into the system and providing accurate calculations quickly, eliminating human error. Usually, revenue can’t be recognized and accounted for until specific criteria, such as a price being determined, collection of payment, and delivery of goods or services, have been met. Once these criteria have been fulfilled, the dollar amount is measurable to a company. The revenue recognition standard, ASC 606, helps maintain a uniform framework for recognizing revenue from customers.

**Reporting:** Reporting features in revenue management software include revenue from sales, product/customer profitability, pricing details for individual or groups of products and services, as well as analyzing the performance of special offers, packages, and incentives.

**Customer management:** This feature allows users to create, approve, and track customers across the lifecycle of every contract. Capturing every contractual change creates greater visibility into a customer's behavior, which can help lower future risks of doing business with those customers.

**ASC 606/IFRS 15 compliance:** ASC 606/IFRS 15 provides a framework for businesses to recognize revenue more consistently. It affects all businesses that enter into contracts with customers to transfer goods or services—public, private and non-profit organizations. Revenue management software can help with these compliances by determining the transaction price, allocating the transaction price, and recognizing revenue when the company performs their contractual obligations, among others.

**Forecasting capabilities:** When using revenue data from multiple sources, this feature allows companies to forecast future revenue, allowing teams to make more informed decisions for the future. Forecasting also gives insight into the financial impact of changing business models, pricing strategies, and customer contracts.

**Integrations:** Revenue management software is sometimes delivered as a standalone product, but others can be integrated into [accounting software](https://www.g2.com/categories/accounting) and [ERP systems](https://www.g2.com/categories/erp-systems). When used by sales and marketing managers, revenue management must also integrate with [CRM software](https://www.g2.com/categories/crm).

### What are the Benefits of Revenue Management Software?

Revenue management software has several benefits that help organizations reduce lost revenue and stay compliant.

**Minimize revenue leakage:** Revenue leakage is a preventable loss of revenue from a company, which can be minimized by eliminating manual data entry, accurately tracking invoices, and attributing the correct costs to the jobs performed, to name a few. Revenue management software can help an organization better manage these tasks, minimizing revenue leakage.

**Eliminate manual processes:** As mentioned above, manual processes can lead to revenue leakage, human error, and wasted time. Several actions in the revenue management process can be partially or fully automated to save time, reduce human interaction, and minimize the possibility of avoidable errors. Some of these processes are approving invoices or timesheets in real time, flagging invalid data, and tracking invoices.

**Stay compliant:** The two most prominent frameworks for businesses to manage revenue more consistently are ASC 606 and IFRS 15, which affect all businesses that enter into contracts with customers to transfer goods or services. The higher the volume of contracts and transactions, the more challenging it is for companies to comply with these revenue recognition guidelines. Revenue management software contains tools to help determine the correct contract price, while allocating the price to the correct service/good delivered at the time of completion. 

### Who Uses Revenue Management Software?

The following roles will often use revenue management software:

**Accountants:** Accountants use revenue management tools to recognize and allocate revenue to multiple business entities, track all revenue streams, remain compliant, and verify that payments are received as expected.

**Managers:** Managers from departments such as sales, marketing, and operations use revenue management software to monitor the performance of products and services sold by the company and to optimize their offerings for the greatest customer value and profitability. This software can provide important insights into which products and services are performing well.

### Challenges with Revenue Management Software

Revenue management solutions can come with their own set of challenges. 

**Complex sales transactions:** The complexity and volume of sales transactions can add their own set of challenges. The most basic of contracts can become challenging if there are hundreds of contracts to manage, while e-commerce transactions can easily be in the thousands every day. A revenue management system must be capable of keeping up with large volumes of contracts and transactions.

**Inconsistent data:** Tracking and managing revenue requires a variety of inputs. Examples of these inputs include billing overages, pricing, customer support fees, discounts, incentives, and usage charges. To provide the system with accurate data, there needs to be a lot of inter-departmental coordination and communication to accurately support the revenue management process.

### How to Buy Revenue Management Software

#### Requirements Gathering (RFI/RFP) for Revenue Management Software

When selecting revenue management software, it is essential to first look at how the business operates and then familiarize oneself with the different types of software available. There are a variety of options when it comes to revenue management software products, including those designed for the business needs of small and medium-sized companies. Some things to consider include the ability to automate complicated revenue calculations, handle different types of product contracts, and monitor revenue per customer, contract, or project.

#### Compare Revenue Management Software Products

**Create a long list**

Depending on the industry, the buyer might want to first create a long list of software products designed to help businesses in the particular industry. For example, there are platforms specifically built for businesses in retail, manufacturers, restaurants, hotels, etc.

**Create a short list**

After reviewing and researching the software on the long list, the buyer can widdle down this list based on the budget. Revenue management software is available to suit all budgets, and some general applications may be downloaded free or bought off the shelf at a lower price.

Buyers must keep in mind, however, that the more specialized a software is, the more expensive it gets. This is the case because the user base for specialized software is usually relatively small. If the company wants something specific to their industry or customized for the business, they should be prepared to pay a premium.

**Conduct demos**

As a rule of thumb, companies should make sure to demo all of the products that end up on their short list. During demos, buyers should ask specific questions related to the functionalities they care most about. For example, one might ask to be walked through any features for revenue recognition and allocation, forecasting project cost and revenue, and analyzing the performance of special offers, packages, and incentives.

#### Selection of Revenue Management Software

**Choose a selection team**

The accountants or managers from departments such as sales, marketing, and operations who will be using this software must be involved in the selection process. Every business is different, and the accountants, or other frequent users, are most likely in the best position to offer an educated opinion about the best choice for the business's particular needs. The accountant may even be able to help the company install and set up the software of choice.

After choosing a software, buyers must remember that they don’t have to be stuck with this selection forever; most platforms allow for add-ons or modifications. However, this decision shouldn’t be made lightly because no matter what software is chosen, it will be a big time and money commitment. To see ROI, buyers can’t change their minds a few months later and switch software again.

**Negotiation**

Negotiating a software contract is vital to minimize risk, whether in terms of performance protection, security protection, or simply making sure that both parties are in complete agreement with what to expect from the other. If the business has the cash flow, they could ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. Other times, a software provider may offer unlimited usage if the buyer pays upfront instead of paying a monthly or quarterly package price.

Buyers should also determine if they need help implementing the software or integrating it with another system. Usually, a software provider's first offer will include some implementation services in a given timeframe. Buyers can ask for these services to be removed if they can manage it themselves or if a third party can do it for cheaper.

They also need to decide for how long they will need this software. If the company will use the software for years, the buyer can negotiate longer terms which sometimes results in more favorable pricing.

**Final decision**

The final decision should be based on all the information gathered previously. Businesses should try to prioritize needs and select the solution that meets most, if not all, of their requirements. Companies must remember that there isn't a perfect software, but there is one that is best for their business. If possible, buyers should try to conduct a pilot program with a smaller sample size of users to gauge how well the software is received. If the platform gets high marks, they can buy with more confidence. If the tool is found to be inefficient or not performing as expected, it might be time to test another software.