Top Tools at a Glance
Best for Full-Funnel Deal Control | User Review "Powerful, Flexible, and Built for Scalable Sales Teams"  SR Sidharath R. Enterprise (> 1000 emp.) | ||
Best for Conversation-Powered Deal Insight | User Review "Excellent Call Summaries, Outlines, and Action Items for Easy Follow-Ups"  U Verified User Mid-Market (51-1000 emp.) | ||
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Best for Precision Forecasting | User Review "Love the Up-to-Date Data in SFDC" U Verified User Mid-Market (51-1000 emp.) | ||
Best for Buyer-Intent Intelligence | User Review "Great Visibility Into Customer Sentiment" AN Andrea N. Mid-Market (51-1000 emp.) | ||
Best for Process-Driven Guided Selling | User Review "Effortless Automation That Saves Time and Boosts Accuracy" 백 백민정(MJ Baek) . Small-Business (50 or fewer emp.) | ||
Best for AI-ready revenue analytics | User Review "A Forecasting Tool Built for Reality, Not Spreadsheets" T Verified User Enterprise (> 1000 emp.) | ||
Best for Clean, Unified Rev Data | User Review "Single Source of Truth with Real-Time Syncing and Built-In Data Quality" LA Lauren A. Small-Business (50 or fewer emp.) | ||
Best for Signal-Driven Outbound | User Review "Apollo: Easy to Use with Great Data Enrichment" RJ Rachit J. Small-Business (50 or fewer emp.) | ||
Best for Forecast governance inside Salesforce-linked pipelines | User Review "Great AI Integration, but Forecasting Feels Busy While Learning the Layout" U Verified User Mid-Market (51-1000 emp.) | ||
Best for Account Relationship Mapping | User Review "Easy to manage your pipeline and forecast" U Verified User Enterprise (> 1000 emp.) | ||
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Process-Driven Guided Selling
Buyer's Guide: Revenue Operations & Intelligence (RO&I)
Read Buyer Guide in Detail
All Revenue Operations & Intelligence (RO&I) Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Salesforce Sales Cloud easy to use, appreciating the customizable dashboards and streamlined sales processes.
Users appreciate the simplicity and efficiency of Salesforce Sales Cloud, enhancing sales tracking and overall productivity.
Users appreciate the versatility of lead management in Salesforce Sales Cloud, enhancing productivity for all business sizes.
Users find the learning curve steep due to complex configurations and user-unfriendly layouts, making initial use challenging.
Users struggle with complex configuration in Salesforce Sales Cloud, making setup challenging and overwhelming for new users.
Users express frustration over the missing features in Salesforce Sales Cloud, wishing for quicker updates and better functionality.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise Gong for its ease of use and insightful AI features, significantly enhancing their sales processes and efficiency.
Users value the ease of use of Gong, appreciating its intuitive design and seamless integration into daily tasks.
Users value the call recording feature of Gong for its accuracy and ability to enhance learning and communication.
Users find call loading and search issues frustrating, slowing down access to important recordings and making retrieval cumbersome.
Users encounter recording issues with Gong, including random interruptions and translation errors that hinder the experience.
Users find the AI inaccuracy frustrating, as it sometimes hampers efficiency and complicates their tasks.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Clari, simplifying forecasting and enhancing visibility across the team.
Users love the ease of use and powerful analytics in Clari, enhancing sales outreach and meeting management.
Users find Clari's helpful insights invaluable for tracking opportunities and managing forecasts efficiently.
Users express concern over Clari's requirement for Salesforce fields, wishing for more control and reduced dependency on IT.
Users find a steep learning curve with Clari, struggling with basic tasks and lacking essential features.
Users are disappointed with the missing essential features in Clari, noting inefficiencies and limitations in functionality.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the accuracy of Substrata, enabling effective communication and enhancing the impact of their messages.
Users find Substrata exceptionally helpful for understanding nonverbal cues and enhancing communication in various situations.
Users value Substrata for its ability to uncover hidden messages, enhancing awareness and improving effective communication.
Users find the learning curve steep, particularly for non-technical users, making initial engagement challenging.
Users find the limited customization options of Substrata tedious, hindering effective adaptation for specific sales needs.
Users find the complexity of Substrata's interface overwhelming, making it challenging to navigate analytics and manage workflows.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Revenue Grid, enabling quick access to Salesforce data directly within Outlook.
Users appreciate the quick access to Salesforce data in Revenue Grid, enhancing efficiency and streamlining workflows.
Users value the seamless integrations of Revenue Grid, enhancing productivity by connecting Outlook to Salesforce effortlessly.
Users report a slow loading experience, with delays and the need for frequent reloads disrupting their workflow.
Users note a steep learning curve with Revenue Grid, particularly with setup and feature usability for non-tech-savvy individuals.
Users find the missing features in Revenue Grid limiting, particularly in email management and search functionality.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the clarity and reliability of MaxIQ's forecasting, enhancing insights and streamlining sales processes.
Users appreciate the ease of use of MaxIQ, enabling quick setup and straightforward navigation without a learning curve.
Users value the intuitive user experience of MaxIQ, enabling quick setup and seamless daily operations without complexity.
Users find the learning curve steep with MaxIQ, requiring weeks to fully integrate it into their workflow.
Users note initial integration issues with third-party tools, though improvements have been made over time.
Users desire more flexibility in customization options for MaxIQ, seeking greater personalization in their dashboard experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use in HubSpot Data Hub, enabling efficient workflows and seamless data management.
Users value the automation capabilities of HubSpot Data Hub, enhancing efficiency and simplifying data management significantly.
Users value the simplified data management of HubSpot Data Hub, significantly enhancing efficiency and team collaboration.
Users find limitations with email differentiation in HubSpot Data Hub, complicating contact management for diverse groups.
Users experience a steep learning curve with HubSpot Data Hub, requiring time to understand its functionalities and integrations.
Users feel that the missing features in HubSpot Data Hub limit its effectiveness and access for lower-tier plans.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Apollo.io, noting its user-friendly design and guided onboarding process.
Users value the helpful tools of Apollo.io, which streamline prospecting and enhance communication efforts effectively.
Users value the effective lead generation capabilities of Apollo.io, enabling them to reach numerous prospects effortlessly.
Users find the limited sequences and bugs in Apollo.io frustrating, impacting their overall experience and efficiency.
Users find inaccurate data with Apollo.io frustrating, often requiring third-party tools for validation and verification.
Users face a challenging learning curve when adapting to Apollo.io's extensive features and functionalities.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Aviso, enjoying its intuitive features for efficient tracking and filtering.
Users value Aviso for its clear deal and forecast visibility, enhancing tracking, risk identification, and communication efficiency.
Users love the seamless integration and analytics of Aviso, enhancing their sales organization and opportunities.
Users find the learning curve challenging, requiring specific training to navigate the complex features of Aviso.
Users find the lack of drill-down capabilities in Aviso limits their ability to analyze buying patterns effectively.
Users experience slow loading times with Aviso, often waiting over 10 seconds for each page to load.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the ease of use of Terret.ai, highlighting its user-friendly interface and seamless integration with CRM systems.
Users value the consolidated forecasting dashboard for its ease and efficiency in collaborative forecasting sessions.
Users value the seamless Salesforce integration of Terret.ai, enhancing collaboration and visibility across the sales pipeline.
Users find the Salesforce integration lacking, preferring to manage their forecasts directly in Salesforce instead.
Users experience limitations in user interface, including display and note-saving issues, affecting overall efficiency.
Users find the learning curve steep at first, making it overwhelming to navigate BoostUp's extensive features.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users commend the responsive customer support of Revenue.io, praising their guidance and helpfulness during implementation and beyond.
Users value the comprehensive support from Revenue.io's team, enhancing implementation and ongoing success with the tool.
Users commend the easy setup process with Revenue.io, benefiting from thorough onboarding and responsive support.
Users face call issues with Salesforce integration and occasionally experience automatic log-offs during their sessions.
Users note a significant learning curve with Revenue.io, requiring effort to master its features and analytics.
The inaccurate reporting issues can hinder analysis, but support teams help tailor solutions to user needs.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the clarity in performance metrics provided by InfiniGrow, enabling better data-driven marketing decisions.
Users value the attribution accuracy of InfiniGrow, which effectively links marketing efforts to measurable business outcomes.
Users value the AI-driven insights of InfiniGrow, enhancing their B2B marketing efforts and optimizing revenue.
Users find the learning curve steep, requiring time to grasp InfiniGrow’s features and customer journey insights.
Users find learning difficulty in understanding InfiniGrow initially, requiring time and support to fully utilize its features.
Users find filtering issues in InfiniGrow challenging, particularly around navigation and clarity of applied filters.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find AccountAim to be incredibly easy to use, enabling productivity and simplifying daily tasks effectively.
Users love the time-saving benefits of AccountAim, boosting productivity by streamlining account selection and outreach.
Users value the efficiency of AccountAim, allowing BDRs to maximize productivity and focus on high-quality accounts.
Users desire missing features like LinkedIn integration and better visualization options to enhance their experience with AccountAim.
Users desire a LinkedIn integration for better data points, as current CRM integration feels limited.
Users desire additional visualization options for dashboards to enhance data interpretation and ease of use.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise Coefficient for its ease of use, making data integration and dashboard creation effortlessly simple and efficient.
Users appreciate the seamless automation of Coefficient, making report generation efficient and reliable.
Users value the easy integrations with Salesforce and HubSpot, enhancing data analysis efficiency and saving time.
Users find the feature limitations of Coefficient frustrating, especially the lack of report refreshing and integration options.
Users express a desire for expanded features in Coefficient, highlighting limitations in integration and report flexibility.
Users are frustrated by the missing features in Coefficient, such as incomplete data pulls and lack of refresh options.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the intuitive design of People.ai, noting its user-friendly interface and aesthetic appeal for business applications.
Users praise the beautiful and user-friendly UI of People.ai, enhancing their overall experience with the app.
Users love the fantastic AI integration in People.ai, praising its beautiful UI and overall effectiveness for business.
Users feel there is limited customization, suggesting that increased options could enhance client satisfaction and loyalty.
Why You Can Trust G2's Software Rankings
Learn More About Revenue Operations & Intelligence (RO&I) Software
Revenue Operations & Intelligence (RO&I) software buying insights at a glance
Revenue Operations & Intelligence (RO&I) software enables organizations to align sales, marketing, and customer success teams around a unified revenue strategy by centralizing data, standardizing workflows, and delivering actionable insights across the customer lifecycle. As go-to-market motions become more complex and data-driven, relying on fragmented tools and manual reporting often leads to visibility gaps and inconsistent execution. A dedicated RO&I platform enables companies to operationalize their revenue strategy at scale by connecting systems, enforcing process consistency, and enhancing decision-making.
Based on G2 review data, organizations most commonly adopt revenue operations and intelligence tools to enhance pipeline visibility, improve forecasting accuracy, and foster cross-functional alignment. Core use cases frequently include real-time pipeline tracking, revenue forecasting, rep performance management, and executive-level reporting. Buyers highlight benefits such as faster access to insights, clearer accountability across teams, and improved coordination between revenue-facing functions.
As companies scale, RevOps leaders increasingly emphasize the importance of consistent execution and data reliability, particularly when forecasts and performance metrics are used to inform strategic decisions. For teams evaluating revenue intelligence software, the focus is often on visibility and accuracy, ensuring that leadership can trust the data used to assess pipeline health, rep productivity, and overall revenue performance.
RO&I software is typically offered through subscription-based pricing models, with costs influenced by factors such as user count, data volume, feature depth, and access to advanced analytics or AI-driven insights. Buyers should consider not only licensing fees but also implementation complexity and ongoing data management when estimating the total cost of ownership.
Top FAQs from Buyers Research
- How does RO&I software improve forecasting accuracy and pipeline visibility?
- What level of data standardization is required before implementing RO&I tools?
- How do revenue intelligence platforms integrate with CRM and sales engagement systems?
- What degree of customization is needed to support different GTM teams?
- How do AI-driven revenue insights differ from traditional reporting dashboards?
G2’s top-rated Revenue Operations & Intelligence software, based on verified reviews, includes Salesforce Sales Cloud, Gong, Clari and Substrata. (Source: Grid Report)
What are the top-reviewed Revenue Operations & Intelligence (RO&I) on G2?
- Number of Reviews: 2,735
- Satisfaction: 100
- Market Presence: 99
- G2 Score: 100
- Number of Reviews: 985
- Satisfaction: 89
- Market Presence: 73
- G2 Score: 81
- Number of Reviews: 1,536
- Satisfaction: 67
- Market Presence: 66
- G2 Score: 67
- Number of Reviews: 199
- Satisfaction: 99
- Market Presence: 35
- G2 Score: 66
Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. (Source 2)
Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. (Source 2)
G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)
Learn how G2 scores products. (Source 1)
What I Often See in Revenue Operations & Intelligence (RO&I)?
Feedback Pros: What Users Consistently Appreciate
- Real-time pipeline visibility across teams and leadership dashboards
- “Salesforce Sales Cloud is most helpful for its powerful lead and opportunity management. Its automation, real-time pipeline visibility, and AI-driven insights help sales teams close deals faster and work more efficiently.” - Nathalie J., Salesforce Sales Cloud Review
- Centralized revenue data replacing fragmented spreadsheets and reports
- “I really appreciate Clari’s intuitive and user-friendly interface, which made setting it up smooth and easy, especially in comparison to other tools I've used. The AI forecasting capabilities are impressively accurate, offering invaluable insights into my team's pipeline and larger deals. I love the ability to star accounts, simplifying my focus on significant deals and helping me strategize my next moves effectively. The seamless integration with Salesforce is another strong point, allowing me to quickly update and organize data without spending too much time in a tool I don’t enjoy.” - Paul K., Clari Review
- A dependable platform for negotiations.
- “Its equally effective for both verbal and non verbal interactions. The call preparations tools are practical, and the feedback keeps our team aligned and consistent. It brings attention to subtle patterns that usually get overlooked when conversations move quickly. Everything feels more structured with Substrata, and whenever an issue arises their customer support team is quick to respond.” - Usman S., Substrata Review
Cons: Where Many Platforms Fall Short
- Advanced analytics features have steep learning curves for new users
- “The learning curve can be steep for first time users, especially when they first see the more complex AI analytics. More comprehensive tutorials or in app tips could provide a smoother onboarding experience for recruitment specialists who typically do not use a sales focused platform.” - Ravi S., Substrata Review
- AI tracker setup is complex with restrictive data export options
- “I found the AI tracker setup to be quite difficult, especially concerning the user interface when setting up keywords or smart trackers. Moreover, I cannot download all the data myself unless we upgrade the plan, which isn't ideal and results in me not fully utilizing Gong. The requirement to download snippets one by one using copy and paste is particularly annoying. This is a cumbersome process, especially if dealing with a large number of snippets, and detracts from the efficiency that Gong should provide. I believe this isn't the best way of selling your AI feature.” - Angeline T., Gong Review
- Training lacks structured learning paths and role-based context
- “The training could be structured a little differently to follow a more predetermined path. Cheat sheets would be very helpful to hand out to the reps as well with simple shortcuts for the different products that you have (sequences, signals etc). Instead of running right into the meat of the training it would be helpful for the trainer to 1st give a high level overview of the screen and what we are looking at. Also, the trainers should understand our business a little better and what the roles are of the individuals on the training so it can help them on;ly show this that pertain to them.” - Bruce S., Revenue Grid
My Expert Takeaway on Revenue Operations Software
According to G2 review data, Revenue Operations & Intelligence software delivers the strongest results when organizations treat RevOps as an operating system rather than a standalone reporting layer. High-performing teams tend to establish clear ownership over data quality, forecasting methodology, and process governance early on, which reduces downstream inconsistencies and improves trust in revenue metrics across teams.
Organizations with above-average satisfaction scores commonly invest in foundational capabilities such as data hygiene, forecasting discipline, and enablement. Reviews indicate that outcomes are strongest when RevOps owns both the tooling and the operational processes that govern how data is captured, interpreted, and acted upon. This model is especially prevalent among SaaS, fintech, and B2B services teams, where revenue complexity requires tighter coordination and accountability.
Across the category, average ratings consistently cluster above 4.3, with particularly strong marks for pipeline visibility and likelihood to recommend when adoption extends company-wide. For companies evaluating RO&I solutions, the data suggests that broad adoption and disciplined operational ownership are key drivers of long-term value, enabling revenue teams to scale without sacrificing visibility or execution consistency.
Revenue Operations Software FAQs
What is revenue operations and intelligence (RO&I)?
Revenue Operations & Intelligence (RO&I) combines process alignment, systems management, and analytics to optimize revenue performance across sales, marketing, and customer success. It uses revenue operations software and revenue intelligence software to unify data, improve forecasting accuracy, and help leaders make informed, real-time decisions across the entire revenue lifecycle.
What are the 4 pillars of revenue operations?
The four pillars are people, process, data, and technology. Together, they ensure teams operate from consistent workflows, trusted data, and aligned incentives. A strong revenue intelligence platform supports these pillars by turning operational data into insights that guide planning, execution, and performance management.
What is the role of revenue operations?
Revenue operations aligns go-to-market teams around shared goals, standardized processes, and accurate data. The role includes owning forecasting, pipeline management, reporting, and tooling strategy. Effective RevOps teams use RevOps frameworks to eliminate friction, improve predictability, and drive scalable growth.
Which RO&I software is the best?
Based on G2 review trends, the best revenue intelligence platform varies by company size and use case. Buyers consistently rate tools highly when they deliver real-time visibility, forecasting accuracy, and strong CRM alignment. Satisfaction scores tend to be highest where adoption spans sales leadership and frontline teams. The best RO&I software are Salesforce Sales Cloud, Gong, Clari, and Substrata.
What are the top-rated RO&I software for growth-focused firms?
Growth-focused firms favor platforms that combine forecasting, pipeline inspection, and rep-level insights. Reviews show higher likelihood to recommend when tools support rapid scaling, multi-team collaboration, and executive reporting without heavy customization or manual work. Here are the top-rated Revenue Operations & Intelligence (RO&I) software platforms for growth-focused firms:
- Gong – Leading AI-driven platform for unified revenue data, insights, and automated sales workflows.
- Salesforce Sales Cloud – Comprehensive sales and revenue management, forecasting, and intelligence.
- Salesloft – Revenue orchestration platform with advanced analytics, automation, and sales engagement tools.
What is the best revenue operations software for a mid-sized tech company?
For mid-sized tech companies, the best Revenue operations software strikes a balance between advanced analytics and ease of use. G2 reviewers highlight tools that integrate seamlessly with existing systems, require minimal administrative overhead, and deliver actionable insights without requiring enterprise-level complexity. The best RO&I software for a mid-sized company are Revenue Grid, MaxIQ, Apollo.io, Substrata.
