Best Revenue Operations & Intelligence (RO&I) Software

How Many Revenue Operations & Intelligence (RO&I) Software Products Does G2 Track?

Total Products under this Category: 183

Category Stats (Sep 2026)

  • Average Rating: 4.66/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Tapistro (+1.46%) - Among all products in this category, Tapistro recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Revenue Operations & Intelligence (RO&I) Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 74,000+ Authentic Reviews
  • 183+ 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 Operations & Intelligence (RO&I) Software

G2 Grid® for Revenue Operations & Intelligence (RO&I) Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Gong, Clari, Revenue Grid, Substrata, GTM Studio - Powered by ZoomInfo, Aviso, and Apollo.io.

Underlying data: [Grid® JSON](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=gong&focus%5B%5D=clari&focus%5B%5D=revenue-grid&focus%5B%5D=substrata-substrata&focus%5B%5D=gtm-studio-powered-by-zoominfo&focus%5B%5D=aviso&focus%5B%5D=apollo-io)

Agentforce Sales (formerly Salesforce Sales Cloud)

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management

Average Rating: 4.4/5.0

Total Reviews: 24,692

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How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?

  • Ease of Use: 8.2/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.3/10 (Category avg: 8.3/10)
  • Account Engagement: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?

  • Seller: Salesforce
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @salesforce
    579,511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89,711 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 34% Large

What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Agentforce Sales invaluable for managing customer data and improving productivity.
  • Users value the straightforward flow and comprehensive visibility of Agentforce Sales, enhancing team collaboration and insight.
  • Users value the 360-degree view of customer information, enhancing lead follow-up and closing processes efficiently.
  • Users value the centralized customer data of Salesforce Sales Cloud, enhancing insights and streamlining sales workflows efficiently.
  • Users appreciate the seamless integration capabilities of Agentforce Sales, enhancing workflow and connecting with internal systems effortlessly.
Cons
  • Users find the steep learning curve daunting, struggling with complex setups and mobile UX challenges.
  • Users find limitations in package options and struggle with navigation and security complexities in Agentforce Sales.
  • Users find the complexity of Agentforce Sales to be overwhelming, especially with deep configurations and numerous options.
  • Users find the product expensive and suggest improving cost-effectiveness for better business adaptability.
  • Users find the limited features of Agentforce Sales require time and expertise for effective customization and reporting.

What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)?

What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)?

Gong

Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io.

Average Rating: 4.7/5.0

Total Reviews: 6,519

How Do G2 Users Rate Gong?

  • Ease of Use: 9.3/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.4/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.0/10 (Category avg: 8.3/10)
  • Account Engagement: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Gong?

  • Seller: Gong
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @Gong_io
    7,641 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,963 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 69% Medium, 18% Large

What Do G2 Reviewers Say About Gong?

AI-generated summary from verified user reviews

Pros
  • Users find Gong's AI capabilities invaluable for saving time and enhancing productivity through efficient communication insights.
  • Users value the ease of use of Gong, finding it intuitive for analyzing sales calls and opportunities.
  • Users appreciate the call recording and AI note-taking features of Gong, enhancing productivity and improving sales strategies.
  • Users appreciate the accuracy of Gong, noting its ability to maintain call control and summarize discussions effectively.
  • Users appreciate the intuitive AI-driven insights of Gong, which significantly enhance sales efficiency and pipeline management.
Cons
  • Users experience call tracking issues with Gong, noting difficulties in accessing and locating previous calls.
  • Users report recording issues with Gong, including missed connections and difficulties in retrieving past calls.
  • Users find the AI inaccuracy frustrating, impacting efficiency and the relevance of insights provided by Gong.
  • Users note the limitations of AI functionality, which can affect accuracy and real-time integration in Gong.
  • Users note the missing features in Gong, particularly the lack of real-time AI coaching and limited search filters.

What Are Recent G2 Reviews of Gong?

What Are G2 Users Discussing About Gong?

Clari

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: 5,518

How Do G2 Users Rate Clari?

  • Ease of Use: 9.0/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.0/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.1/10 (Category avg: 8.3/10)
  • Account Engagement: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Clari?

  • Seller: Salesloft
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @Salesloft
    18,437 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,098 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% Medium, 41% Large

What Do G2 Reviewers Say About Clari?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Clari, noting its intuitive interface and seamless forecasting capabilities.
  • Users value the ease of use in Clari's forecasting, allowing seamless updates and tracking of quotas.
  • Users value Clari's seamless Salesforce integration and real-time updates, enhancing sales focus and workflow efficiency.
  • Users value the Salesforce integration in Clari, enabling efficient access to comprehensive account-level data.
  • Clari's user-friendly admin features simplify management and forecasting, enhancing our ability to plan and execute effectively.
Cons
  • Users face customization limitations with Clari, finding it challenging to tailor the product to unique business needs.
  • Users find limited customization options in Clari hinder their ability to tailor it to specific business needs.
  • Users find the learning curve challenging due to upfront configuration and occasional UI confusion, despite its ease of use.
  • Users find missing features in Clari, particularly with filtering options and limited customization for Salesforce integration.
  • Users experience inconsistencies in Salesforce integration that can lead to confusion and hinder effective decision-making.

What Are Recent G2 Reviews of Clari?

What Are G2 Users Discussing About Clari?

Revenue Grid

Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential.

Average Rating: 4.6/5.0

Total Reviews: 589

How Do G2 Users Rate Revenue Grid?

  • Ease of Use: 9.0/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.6/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.4/10 (Category avg: 8.3/10)
  • Account Engagement: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Revenue Grid?

  • Seller: Revenue Grid
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Atlanta, Georgia
  • Twitter: @Revenue_Grid_
    1,057 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    140 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Financial Services
  • Company Size: 48% Medium, 41% Small

What Do G2 Reviewers Say About Revenue Grid?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Revenue Grid, appreciating its flexibility and efficient features for seamless integration.
  • Users value the seamless Salesforce integration of Revenue Grid, enhancing visibility and simplifying the documentation process.
  • Users appreciate the seamless integration of Revenue Grid with Salesforce and Outlook, enhancing their workflow and documentation efficiency.
  • Users praise the easy usage of Revenue Grid, highlighting its seamless integration and straightforward setup for efficiency.
  • Users value the invaluable customer support from Revenue Grid, ensuring smooth operation and assistance with unique setups.
Cons
  • Users find the missing features in Revenue Grid limiting, wishing for improved lead management and email handling functionality.
  • Users experience technical issues during setup, requiring troubleshooting and support before the system stabilizes.
  • Users face a steep learning curve with Revenue Grid's advanced features, requiring time and support to master.
  • Users find the CSV template rigidity and limited search options in Revenue Grid restrict their overall experience and efficiency.
  • Users experience slow loading times for the sidebar and add-on, causing occasional frustration during their workflow.

What Are Recent G2 Reviews of Revenue Grid?

What Are G2 Users Discussing About Revenue Grid?

Substrata

Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals.

Average Rating: 4.9/5.0

Total Reviews: 1,117

How Do G2 Users Rate Substrata?

  • Ease of Use: 9.8/10 (Category avg: 9.0/10)
  • Data Segmentation: 9.5/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 9.3/10 (Category avg: 8.3/10)
  • Account Engagement: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Substrata?

  • Seller: Substrata
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Tel Aviv, Israel
  • Twitter: @SubstrataHQ
    517 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales Development Representative, Project Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 45% Small, 41% Medium

What Do G2 Reviewers Say About Substrata?

AI-generated summary from verified user reviews

Pros
  • Users value the high accuracy of Substrata's insights, enhancing their understanding of clients and improving negotiations.
  • Users value the sophisticated emotional insights of Substrata, enhancing communication and understanding in high-stakes environments.
  • Users appreciate the insightful analysis of Substrata, enhancing understanding of tone and emotions in conversations.
  • Users value Substrata for its actionable insights that enhance communication effectiveness and decision-making confidence.
  • Users value the time-saving features of Substrata, enhancing decision-making efficiency and improving communication effectiveness.
Cons
  • Users face a steep learning curve with Substrata, requiring time and effort to master advanced features.
  • Users find the limited customization options restrict their ability to tailor insights for specific needs and perspectives.
  • Users find the complexity in setup and navigation challenging, hindering their ability to effectively use Substrata.
  • Users find the time-consuming setup and analysis process of Substrata to be a notable challenge.
  • Users find the dashboard overwhelming initially, struggling with complexity and a lack of intuitive features.

What Are Recent G2 Reviews of Substrata?

GTM Studio - Powered by ZoomInfo

Note: GTM Studio is the upgraded version of ZoomInfo Marketing and ZoomInfo Operations. GTM Studio is ZoomInfo's AI-powered go-to-market canvas that unifies signals, systems, and teams in one intelligent workspace so plays fire automatically, moments aren't missed, and reps always know what to do next. Designed for RevOps and marketing teams, GTM Studio eliminates tool sprawl by connecting CRM, marketing, sales, and third-party data into a single live canvas - giving every team a complete, AI-ready view of their market. At the core of GTM Studio is built-in waterfall enrichment that automatically fills in missing contact and account data across 25+ vendors, so the data powering every play is always complete and actionable. AI-powered insights surface buying signals in real time, helping teams respond to in-market buyers in under five minutes - before competitors have even pulled a list. Every insight is grounded in your ICP, so GTM decisions are faster, sharper, and more informed. GTM Studio is built for speed to execution. A library of pre-built plays - including inbound acceleration, champion tracking, and competitive displacement - can be launched in a single click, with no tickets, no engineering support, and no waiting. Custom plays can be designed, tested, and scaled without code or developer involvement, compressing what used to take weeks into minutes. Specialized AI agents handle enrichment, scoring, routing, and message creation automatically, so teams stay focused on results rather than operations. GTM Studio integrates with the tools revenue teams already rely on - Salesforce, HubSpot, Salesloft, Gong, Slack, and 50+ more - ensuring signals flow freely across the stack and execution happens without friction. Built-in analytics measure what's working in real time, while automated workflows and alerts keep teams responsive to every change in GTM data. The result is a GTM motion that runs on its own - where top-performing teams launch more than 50 plays per quarter, expansion campaigns that once took three weeks go live in 30 minutes, and every seller always knows exactly where to focus next.

Average Rating: 4.5/5.0

Total Reviews: 3,395

How Do G2 Users Rate GTM Studio - Powered by ZoomInfo?

  • Ease of Use: 8.8/10 (Category avg: 9.0/10)

Who Is the Company Behind GTM Studio - Powered by ZoomInfo?

  • Seller: ZoomInfo
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Vancouver, WA
  • Twitter: @ZoomInfo
    23,515 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9,779 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 63% Medium, 24% Large

What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo?

AI-generated summary from verified user reviews

Pros
  • Users value the reliable B2B contact data of GTM Studio, enhancing targeted prospect lists and campaign efficiency.
  • Users value the accuracy of data and intent signals in GTM Studio, enhancing their lead generation and targeting efforts.
  • Users find GTM Studio's ease of use exceptional, streamlining lead enrichment with straightforward features and intuitive navigation.
  • Users value the reliable and accurate B2B contact data from GTM Studio, enhancing campaign effectiveness and targeting precision.
  • Users value the high-quality data from GTM Studio - Powered by ZoomInfo for efficient, targeted outreach campaigns.
Cons
  • Users find the pricing high, making it less accessible for smaller teams with limited budgets.
  • Users find that data inaccuracy affects reliability, with outdated information and missing data for niche roles.
  • Users note that the pricing is high for small teams, making it less accessible for budget-conscious businesses.
  • Users find the learning curve steep, feeling overwhelmed initially due to the platform's complexity and range of features.
  • Users find the platform's complexity overwhelming initially, requiring training and processes for effective use.

What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo?

What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo?

Aviso

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: 978

How Do G2 Users Rate Aviso?

  • Ease of Use: 8.4/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.1/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.4/10 (Category avg: 8.3/10)
  • Account Engagement: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Aviso?

  • Seller: Aviso, Inc.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redwood City, CA
  • Twitter: @AvisoInc
    895 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    379 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% Large, 42% Medium

What Do G2 Reviewers Say About Aviso?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Aviso's intuitive filters and clear dashboards for efficient tracking.
  • Users value the AI prediction feature in Aviso, enhancing clarity and focus during forecasting and performance evaluations.
  • Users appreciate the abundant features of Aviso, facilitating comprehensive and user-friendly sales forecasting.
  • Users value the clean interface and logical organization of Aviso, enhancing navigation and insights for better forecasting.
  • Users value the efficiency of Aviso, streamlining their forecasting and data management for a smoother experience.
Cons
  • Users find the learning curve steep, with difficult initial setup and a lack of visibility into their progress.
  • Users report slow loading times with Aviso, facing frustrating delays of over 10 seconds on each page.
  • Users report inaccurate data from Aviso, particularly concerning salesforce integration and AI forecasts.
  • Users find Aviso lacking key features, such as incomplete forecasting capabilities, which complicate their processes.
  • Users experience slow performance with Aviso, facing lag and long load times that hinder productivity.

What Are Recent G2 Reviews of Aviso?

What Are G2 Users Discussing About Aviso?

Apollo.io

Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs.

Average Rating: 4.7/5.0

Total Reviews: 9,432

How Do G2 Users Rate Apollo.io?

  • Ease of Use: 9.0/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.3/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.7/10 (Category avg: 8.3/10)
  • Account Engagement: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Apollo.io?

  • Seller: Apollo.io
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Business Development Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 67% Small, 29% Medium

What Do G2 Reviewers Say About Apollo.io?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Apollo.io, enhancing their lead generation and CRM integration seamlessly.
  • Users value the user-friendly interface and automation features of Apollo.io, enhancing their lead generation efficiency.
  • Users value the robust search and filtering capabilities of Apollo.io, enhancing their outreach and campaign management efficiency.
  • Users appreciate the streamlined prospecting and outreach capabilities of Apollo.io, enhancing efficiency and targeting in lead generation.
  • Users appreciate the time-saving features of Apollo.io, streamlining their outreach and enhancing sales efficiency.
Cons
  • Users find missing features frustrating, particularly in layout customization, email templates, and integration options.
  • Users indicate that inaccurate data in Apollo.io can lead to frustrations with lead information and missing emails.
  • Users find the steep learning curve of Apollo.io challenging, hindering effective navigation and utilization of its features.
  • Users note limited features and variable accuracy, necessitating manual checks and selective outreach, which can overwhelm new users.
  • Users experience data inaccuracy with Apollo.io, leading to unreliable contact information that requires verification.

What Are Recent G2 Reviews of Apollo.io?

What Are G2 Users Discussing About Apollo.io?

HubSpot Data Hub

Data Hub connects, cleanses, and automates customer data across the HubSpot CRM, providing operations teams with tools to maintain data quality, ensure system integration, and streamline business processes. Core Value Proposition: Data Hub addresses critical operational challenges: disconnected data across applications, manual data entry consuming team time, data quality issues undermining business decisions, and complex automation requirements existing tools cannot handle. The platform offers native integrations with other applications to create a more efficient, aligned, and agile business. Key Capabilities: Data Integration: Data Hub connects contacts, leads, and company data between HubSpot and external applications bidirectionally and in real-time. This creates a unified customer data foundation rather than requiring manual data transfer. Data Quality Management: The platform includes tools that maintain a clean database, allowing operations teams to save hours of manual data validation and correction work. Process Automation: Data Hub enables complex business process automation across systems, connecting trigger events in one application to automated actions in another. This streamlines internal workflows and reduces manual coordination. Unified Customer View: By connecting all customer data sources to the HubSpot CRM platform, Data Hub creates a single source of truth that sales, marketing, and service teams can reference for customer interactions. Data Hub vs. Alternatives: Unlike standalone integration platforms (iPaaS) requiring technical expertise to configure and maintain, Data Hub provides native HubSpot integration with a visual interface designed for operations professionals rather than developers. This reduces implementation time and ongoing maintenance requirements. Data Hub eliminates manual data entry and data validation by automating these workflows. The platform guarantees up-to-date data and maintains a clean database without constant manual intervention. Who Should Use Data Hub: Data Hub serves operations teams managing data across multiple systems, organizations experiencing data quality issues affecting business decisions, and companies needing to automate complex cross-system workflows without extensive technical resources. The platform enables business agility as organizations grow. Outcome: Data Hub supercharges your HubSpot CRM with a complete toolkit to connect, clean, and automate customer data, uniting all customer data into one connected platform that results in a friction-free customer experience.

Average Rating: 4.5/5.0

Total Reviews: 563

How Do G2 Users Rate HubSpot Data Hub?

  • Ease of Use: 8.7/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.5/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.1/10 (Category avg: 8.3/10)
  • Account Engagement: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind HubSpot Data Hub?

  • Seller: HubSpot
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Cambridge, Massachusetts, United States
  • Twitter: @HubSpot
    784,270 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17,628 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 67% Small, 30% Medium

What Do G2 Reviewers Say About HubSpot Data Hub?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of HubSpot Data Hub, making information easily accessible and operations efficient.
  • Users value the two-way data sync of HubSpot Data Hub, enhancing efficiency and collaboration across teams.
  • Users benefit from automation capabilities in HubSpot Data Hub, significantly streamlining tasks and enhancing overall efficiency.
  • Users value the two-way data sync across platforms, enhancing efficiency and ensuring accurate, consistent information for teams.
  • Users appreciate the efficiency of HubSpot Data Hub, streamlining data management and reducing workflow complexities.
Cons
  • Users find the limitations in data handling frustrating, particularly regarding external data integration and processing capabilities.
  • Users find the missing features in HubSpot Data Hub limit their ability to manage complex contact data effectively.
  • Users find the learning curve steep, especially when unfamiliar with workflow automation, affecting overall usability.
  • Users find HubSpot Data Hub fairly expensive, particularly for small teams wanting advanced features and customization.
  • Users find the complexity of reporting and data tracking in HubSpot Data Hub to be challenging and frustrating.

What Are Recent G2 Reviews of HubSpot Data Hub?

What Are G2 Users Discussing About HubSpot Data Hub?

MaxIQ

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?

  • Ease of Use: 9.7/10 (Category avg: 9.0/10)
  • Data Segmentation: 9.1/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 9.7/10 (Category avg: 8.3/10)
  • Account Engagement: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind MaxIQ?

  • Seller: MaxIQ
  • Year Founded: 2022
  • HQ Location: San Francisco, California, United States
  • Twitter: @getmaxiq
    7 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    53 employees on LinkedIn®
  • Ownership: Sonny Aulakh

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 71% Large, 26% Medium

What Do G2 Reviewers Say About MaxIQ?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the AI-driven insights of MaxIQ, enhancing accuracy and clarity in forecasting and pipeline management.
  • Users value the ease of use of MaxIQ, appreciating its intuitive design and streamlined processes for daily tasks.
  • Users find MaxIQ's AI-driven insights incredibly helpful for accurate forecasting and identifying opportunities early.
  • Users commend the accuracy of MaxIQ, which enhances forecasting and enables proactive identification of challenges and opportunities.
  • Users value the intuitive design of MaxIQ, making setup and daily tasks streamlined and efficient.
Cons
  • Users note a steep learning curve with MaxIQ, requiring time to fully integrate into existing workflows.
  • Users often face integration issues, particularly with third-party tools, impacting their initial experience with MaxIQ.
  • Users desire more customization options for dashboards in MaxIQ to enhance their overall experience and flexibility.
  • Users find the inadequate reporting features of MaxIQ limit their ability to gain deeper insights efficiently.
  • Users desire more flexible dashboard customization, wishing for the ability to adjust widgets independently for a smoother experience.

What Are Recent G2 Reviews of MaxIQ?

AskElephant

AskElephant is the CRM automation layer for B2B revenue teams running on HubSpot or Salesforce. It takes responsibility for the CRM data work that reps are typically stuck doing: updating fields, logging activity, and maintaining the records that everyone else depends on. AskElephant owns CRM data hygiene at the source, capturing activity automatically, standardizing fields, deduplicating contacts, and validating data before it touches a workflow. It then powers downstream automations that actually work: CRM field updates, sales coaching, sales-to-CS handoffs, and churn alerts. The result is trustworthy data, reliable automation, and a sales team focused on what AI cannot replicate. Relationships are built by humans, not bots. Key Features and Functionality: - CRM Automation: Automatically update any CRM field based on conversation insights, eliminating manual data entry. - Sales-to-CS Handoffs: Ensure seamless transitions between sales and customer success teams by automatically transferring full deal context. - AI Sales Coaching: Provide real-time coaching scorecards and reports. Implement your custom sales methodology or use popular frameworks like MEDDIC, SPICED, Challenger, or BANT. - Churn Alerts: Receive notifications about potential deal risks or churn alerts, enabling timely interventions. - AI Chat: Interact with your business data using AI, facilitating quick access to information across various platforms. Includes access to 20+ LLMs. - AI Agents & Workflow Builder: Automate workflows such as CRM updates, coaching, task creation, churn alerts, and win/loss analysis. Agents are fully customizable using the workflow builder. - Custom Data Signals: Extract unique insights at scale from your conversation data and trigger your custom workflows using these signals. - Universal AI Notetaker: Flexible capture and transcription of calls or meetings via 4 methods: web/browser, desktop app/botless, mobile app for in-person conversation, and dialer/contact center integrations. - MCP and API Access: Connect AskElephant's data into your stack - Native Integrations: Connect AskElephant and its powerful workflows to HubSpot, Salesforce, Slack, and even dialer solutions such as RingCentral and Dialpad. Primary Value: Healthy CRM data benefits all human and AI-automated workflows that flow downstream from a CRM system of record. Without healthy CRM data, interactions between revenue teams and customers suffer due to a severe lack of context. AskElephant is the first solution to finally solve the CRM hygiene issue at its root, along with downstream automations. Sales reps are no longer required to update the CRM after each call because AskElephant can update any CRM field or property instantly, to the exact specifications of the RevOps leader. AskElephant can even audit and clean CRM data retroactively, removing a massive data-hygiene burden from RevOps. This is all made possible by AskElephant's dedication to deep data extraction and intelligence, whereas other solutions will just send a meeting summary to the CRM. Pain Points Solved by AskElephant: - Poor CRM data hygiene and missing data - Sales reps manually updating the CRM - Inaccurate revenue forecasts due to poor CRM data - Unsecure use of LLMs to fill context gaps - Unreliable AI notetaker bots not joining your call - Sales leaders lacking time to coach reps - Messy sales-to-CS handoffs - CS teams that depend on sales for context - Implementation teams spending hours to prep an onboarding - Post-sales teams who are slow to see the early warning signs that turn into churn

Average Rating: 4.9/5.0

Total Reviews: 25

How Do G2 Users Rate AskElephant?

  • Ease of Use: 9.2/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.3/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 9.2/10 (Category avg: 8.3/10)
  • Account Engagement: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind AskElephant?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 52% Small, 32% Medium

What Do G2 Reviewers Say About AskElephant?

AI-generated summary from verified user reviews

Pros
  • Users commend AskElephant for its automation capabilities, significantly improving productivity and ensuring timely notifications for optimal team performance.
  • Users commend the responsive customer support from AskElephant, ensuring quick resolution of issues when needed.
  • Users value the time-saving features of AskElephant, dramatically increasing efficiency and boosting revenue.
  • Users appreciate the ease of use of AskElephant, making setup and integration seamless and efficient.
  • Users find AskElephant's supportive team and responsiveness invaluable for seamless integration and enhanced productivity.
Cons
  • Users find the learning curve steep, requiring time and prior knowledge to effectively utilize AskElephant's custom workflows.
  • Users wish for more customization options as they often rely on the team for configuration help.
  • Users find the poor search functionality limits their ability to navigate the library effectively.

What Are Recent G2 Reviews of AskElephant?

Intuit Enterprise Suite

Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly.

Average Rating: 4.6/5.0

Total Reviews: 43

How Do G2 Users Rate Intuit Enterprise Suite?

  • Ease of Use: 8.6/10 (Category avg: 9.0/10)

Who Is the Company Behind Intuit Enterprise Suite?

  • Seller: Intuit
  • Company Website:
  • Year Founded: 1983
  • HQ Location: Mountain View, California
  • Twitter: @Intuit
    80,559 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15,963 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller
  • Top Industries: Construction
  • Company Size: 70% Small, 28% Medium

What Do G2 Reviewers Say About Intuit Enterprise Suite?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Intuit Enterprise Suite, significantly streamlining workflows and saving valuable time.
  • Users highlight the streamlined workflow of Intuit Enterprise Suite, saving significant time on data entry and management.
  • Users appreciate the easy access Intuit Enterprise Suite offers, enhancing workflow and saving significant time.
  • Users highlight the easy management of Intuit Enterprise Suite, enjoying streamlined workflows and significant time savings.
  • Users value the feature-rich capabilities of Intuit Enterprise Suite, enhancing financial management and efficiency for multiple businesses.
Cons
  • Users experience slow loading times for reports, complicating tasks and leading to frustration with the system's performance.
  • Users find the complex features overwhelming at times, especially when performing simple tasks and waiting for reports to load.
  • Users find the complex usability overwhelming, especially when attempting simple tasks, with slow report loading times.
  • Users find the overwhelming features of Intuit Enterprise Suite can complicate simple tasks and slow report loading.
  • Users face frustrating merge issues when managing data across multiple classes, leading to delays and complications.

What Are Recent G2 Reviews of Intuit Enterprise Suite?

Dreamdata

Dreamdata is an Agentic B2B Attribution Platform for B2B marketing teams. Answer any question about marketing's impact and know where to invest next. 81% of a B2B customer journey happens before your sales team says hello. The decision on where the next marketing dollar goes still gets made on the 19% that reaches the CRM. Dreamdata gets rid of that black box. We unify all your GTM data into one account-based data model, including the anonymous visits and ad impressions your CRM never sees, organized by account and tied to revenue. Automatically without a village of Ops or professional services. See what's working across your entire customer journey. Ask Dreamdata AI about marketing's impact and get numbers that trace back to the contacts, companies, and deals behind the revenue. Then feed your ad platforms enriched pipeline data to make them more efficient, and target in-market accounts using intent signals from across your stack. Key offerings - Customer Journey & Multi-Touch Attribution: See every touch across your customer journeys and analyze the performance of every channel, campaign, and content piece. - Dreamdata AI: Ask in plain English and get reports from an AI that knows your GTM. In our Analytics Agent, your own LLM via our MCP Server, or run custom agents on your Data Warehouse. - Audience Targeting: Build ad audiences from AI signals across all your GTM data and sync them directly to LinkedIn, Google, Meta, and Microsoft Ads. - Conversion Syncs: Sync enriched pipeline data back to LinkedIn, Google, Meta, and Microsoft Ads to automatically optimize campaigns for revenue, not clicks. Try Dreamdata with your own data before you commit.

Average Rating: 4.7/5.0

Total Reviews: 268

How Do G2 Users Rate Dreamdata?

  • Ease of Use: 8.4/10 (Category avg: 9.0/10)
  • Data Segmentation: 9.0/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.8/10 (Category avg: 8.3/10)
  • Account Engagement: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Dreamdata?

  • Seller: dreamdata.io
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Copenhagen, Capital Region
  • Twitter: @DreamdataIO
    291 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    109 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Head of Marketing, Marketing Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Medium, 33% Small

What Do G2 Reviewers Say About Dreamdata?

AI-generated summary from verified user reviews

Pros
  • Users value the in-depth customer journey insights provided by Dreamdata, enhancing their marketing efforts significantly.
  • Users value the in-depth customer journey insights provided by Dreamdata, enhancing their understanding and performance optimization.
  • Users value the attribution accuracy of Dreamdata, effectively linking marketing efforts to revenue outcomes and customer journeys.
  • Users value the insights provided by Dreamdata, enhancing their understanding of customer journeys and improving performance.
  • Users value the seamless integrations in Dreamdata, enhancing marketing efforts with constant updates and new data sources.
Cons
  • Users experience a steep learning curve with Dreamdata, finding setup and navigation quite challenging initially.
  • Users have noted the missing features in Dreamdata, particularly the lack of comprehensive comparison and funnel reporting options.
  • Users express frustration with inadequate reporting options in Dreamdata, highlighting a lack of customizability and essential features.
  • Users find the interface not intuitive and emphasize the steep learning curve for maximizing Dreamdata's capabilities.
  • Users note a complex setup process for Dreamdata, requiring time and careful configuration of data sources.

What Are Recent G2 Reviews of Dreamdata?

What Are G2 Users Discussing About Dreamdata?

Backstory

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?

  • Ease of Use: 8.9/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.7/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.5/10 (Category avg: 8.3/10)
  • Account Engagement: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Backstory?

  • Seller: Backstory
  • Company Website:
  • Year Founded: 2016
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    99 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% Large, 39% Medium

What Do G2 Reviewers Say About Backstory?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insightful data provided by People.ai, which significantly enhances sales management and decision-making.
  • Users commend the seamless CRM integration of People.ai, enhancing visibility and decision-making across sales activities.
  • Users praise the responsive customer support of People.ai, ensuring seamless integration and outstanding assistance throughout implementation.
  • Users value the customization options in People.ai, enhancing alignment and fostering collaborative integration with existing systems.
  • Users find People.ai easy to use with seamless integration and intuitive features that enhance their sales management experience.

What Are Recent G2 Reviews of Backstory?

What Are G2 Users Discussing About Backstory?

Coefficient

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Average Rating: 4.7/5.0

Total Reviews: 198

How Do G2 Users Rate Coefficient?

  • Ease of Use: 9.2/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.1/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.2/10 (Category avg: 8.3/10)
  • Account Engagement: 6.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Coefficient?

  • Seller: Coefficient
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Palo Alto, CA
  • Twitter: @coefficient_io
    346 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 35% Small

What Do G2 Reviewers Say About Coefficient?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Coefficient, enjoying seamless data extraction and hassle-free synchronization across tools.
  • Users value the automation capabilities of Coefficient, making data management effortless and efficient.
  • Users appreciate the seamless integrations of Coefficient, enabling effortless data flow between systems like Salesforce and QuickBooks.
  • Users find easy integrations with Coefficient seamless, enhancing productivity and simplifying their data workflow considerably.
  • Users value the time-saving automation of Coefficient, reclaiming hours in their weekly reporting tasks.
Cons
  • Users find the feature limitations of Coefficient frustrating, particularly with filtering and integration challenges.
  • Users find the limited filtering options in Coefficient restrictive and detrimental to their data analysis experience.
  • Users find the missing features in Coefficient limiting, especially with filters and integrating charts from SFDC.
  • Users find the limit of Google Sheets for multiple filters and imports restricts their data management capabilities.
  • Users face integration issues with Coefficient, leading to frustrating limitations when connecting to other tools and systems.

What Are Recent G2 Reviews of Coefficient?

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

Revenue Operations & Intelligence (RO&I) Topics

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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?

Salesforce Sales Cloud

  • Number of Reviews: 2,735
  • Satisfaction: 100
  • Market Presence: 99
  • G2 Score: 100

Gong

  • Number of Reviews: 985
  • Satisfaction: 89
  • Market Presence: 73
  • G2 Score: 81

Clari

  • Number of Reviews: 1,536
  • Satisfaction: 67
  • Market Presence: 66
  • G2 Score: 67

Substrata

  • 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.  

Sources

  1. G2 Scoring Methodologies
  2. G2 Market Presence Score Overview

Researched By: Julie Jung

Last updated on: January 7, 2026