# Top Free Revenue Operations & Intelligence (RO&I) Software Check out our list of free Revenue Operations & Intelligence (RO&I) Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) to ensure you get the right product. ## View Free Revenue Operations & Intelligence (RO&I) Software G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **52** Revenue Operations & Intelligence (RO&I) Products Available View all [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) View all [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) ### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [By Salesforce](https://www.g2.com/sellers/salesforce) [ (25,842)4.4 out of 5 ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews#reviews "Read Agentforce Sales (formerly Salesforce Sales Cloud) Reviews") Product Description 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 pr **Users:** Account Executive, Account Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 46% Mid-Market, 34% Enterprise User SentimentHow are these determined? Reviewers appreciate the tool's automation and AI features, its seamless integration with other Salesforce products, and its ability to provide real-time visibility into sales performance. Users reported that the initial setup can be complex and time-consuming, the platform can feel overwhelming for new users, and the cost can be high, especially for small businesses. Year Founded 1999 HQ Location San Francisco, CA Company Website https://www.salesforce.com/ Twitter @salesforce LinkedIn® Page https://www.linkedin.com/company/3185/ Ownership NYSE:CRM Phone +1 (800) 667-6389 ### [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) [By ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) [ (3,512)4.5 out of 5 ](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews#reviews "Read GTM Studio - Powered by ZoomInfo Reviews") Product Description 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 intel **Industries:** Information Technology and Services, Computer Software · **Market Segment:** 63% Mid-Market, 24% Enterprise User SentimentHow are these determined? Users like the platform's ability to transcribe conversations, provide accurate B2B contact data, powerful targeting tools, and the ability to automate the delivery of high-quality, real-time B2B intelligence directly into their CRM. Reviewers mentioned that some contact data can become outdated quickly, advanced features may feel overwhelming for new users, and the platform can be expensive for smaller teams with limited budgets. Year Founded 2000 HQ Location Vancouver, WA Company Website https://www.zoominfo.com/ Twitter @ZoomInfo LinkedIn® Page https://www.linkedin.com/company/zoominfo/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) ### [Aviso](https://www.g2.com/products/aviso/reviews) [By Aviso, Inc.](https://www.g2.com/sellers/aviso-inc) [ (983)4.3 out of 5 ](https://www.g2.com/products/aviso/reviews#reviews "Read Aviso Reviews") Product Description 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 mi **Users:** Account Executive, Account Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 42% Mid-Market, 42% Enterprise User SentimentHow are these determined? Reviewers like the AI capabilities, the ease of use, the integration with Salesforce, and the ability to streamline forecasting and provide a comprehensive business overview. Reviewers mentioned issues with the user interface, slow data synchronization, initial performance problems, and a steep learning curve for new users. Year Founded 2014 HQ Location Redwood City, CA Company Website https://www.aviso.com Twitter @AvisoInc LinkedIn® Page https://www.linkedin.com/company/3713385/ ### [Terret.ai](https://www.g2.com/products/terret-ai/reviews) [By Terret](https://www.g2.com/sellers/terret) [ (615)4.4 out of 5 ](https://www.g2.com/products/terret-ai/reviews#reviews "Read Terret.ai Reviews") Product Description Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most rev **Users:** Account Executive, Enterprise Account Executive · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 64% Mid-Market, 32% Enterprise MK I love the ease of use and navigation. The ability to integrate to our CRM has also made using BoostUp a breeze. Most of my reps like BoostUp more...[Read review](https://www.g2.com/products/terret-ai/reviews/terret-ai-review-7707688) ![Ken B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ken B.") KB I'm an SaaS seller utilising SFDC. I can update my forecast in minutes. The deal tracking intent score is something that I really like and oftern...[Read review](https://www.g2.com/products/terret-ai/reviews/terret-ai-review-8899748) Year Founded 2018 HQ Location Santa Clara, CA Company Website https://terret.ai/ Twitter @terret\_ai LinkedIn® Page https://www.linkedin.com/company/boostup-ai/ ### [Apollo.io](https://www.g2.com/products/apollo-io/reviews) [By Apollo.io](https://www.g2.com/sellers/apollo-io) [ (9,680)4.7 out of 5 ](https://www.g2.com/products/apollo-io/reviews#reviews "Read Apollo.io Reviews") Product Description 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 **Users:** Account Executive, Business Development Manager · **Industries:** Information Technology and Services, Computer Software · **Market Segment:** 67% Small-Business, 29% Mid-Market User SentimentHow are these determined? Users like Apollo.io's extensive contact database, advanced prospecting filters, and outreach capabilities, appreciating its ease of use, time-saving features, and the ability to handle everything from one platform. Users mentioned issues with data accuracy, with some contact details needing additional verification, occasional outdated information, and certain advanced features being overwhelming for new users. Year Founded 2015 HQ Location San Francisco, CA Company Website https://www.apollo.io/ LinkedIn® Page https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps ### [Substrata](https://www.g2.com/products/substrata-substrata/reviews) [By Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) [ (1,094)4.9 out of 5 ](https://www.g2.com/products/substrata-substrata/reviews#reviews "Read Substrata Reviews") Product Description Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals. **Users:** Sales Development Representative, Project Manager · **Industries:** Information Technology and Services, Marketing and Advertising · **Market Segment:** 46% Small-Business, 41% Mid-Market User SentimentHow are these determined? Reviewers like Substrata's ability to surface hidden deal signals from conversations, provide context behind conversations, and offer AI-based coaching recommendations, which aid in understanding buyer intent and improving sales pitches. Reviewers mentioned that the advanced AI functions of the software can be inadequate, the setup process can be cumbersome, and the depth of reporting and customization could be improved for better user experience. Year Founded 2020 HQ Location Tel Aviv, Israel Company Website https://www.substrata.me/ Twitter @SubstrataHQ LinkedIn® Page https://www.linkedin.com/company/substrata-company/ ### [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) [By Revenue Grid](https://www.g2.com/sellers/revenue-grid) [ (581)4.6 out of 5 ](https://www.g2.com/products/revenue-grid/reviews#reviews "Read Revenue Grid Reviews") Product Description Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, pro **Users:** Account Executive, Account Manager · **Industries:** Computer Software, Financial Services · **Market Segment:** 47% Mid-Market, 41% Small-Business User SentimentHow are these determined? Users like the ability to send a lot of communication out, stay on top of responses, and the customer support they receive, as well as the ability to add multiple team members to larger meetings and the only available appointments that show up are the times that work for all. Reviewers experienced issues such as incorrect mapping and duplicating accounts, links randomly expiring, lack of UI or reports, requirement to relogin consistently, inaccurate outlook calendar syncing to XLR8, and the amount of troubleshooting required during the initial configuration. Year Founded 2006 HQ Location Atlanta, Georgia Company Website https://revenuegrid.com/ Twitter @Revenue\_Grid\_ LinkedIn® Page https://www.linkedin.com/company/revenue-grid/ ### [Membrain](https://www.g2.com/products/membrain/reviews) [By Membrain](https://www.g2.com/sellers/membrain) [ (224)4.6 out of 5 ](https://www.g2.com/products/membrain/reviews#reviews "Read Membrain Reviews") Product Description Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with **Users:** CEO · **Industries:** Information Technology and Services, Computer Software · **Market Segment:** 60% Small-Business, 34% Mid-Market User SentimentHow are these determined? Reviewers like the platform's simplicity, user-friendly interface, mobile platform capability, customization flexibility, and the structured approach to sales process management. Reviewers noted that the email feature lacks the same look and feel as Outlook, data import can be difficult at times, and the notifications system could be improved. Year Founded 2012 HQ Location Stockholm, Sweden Company Website https://www.membrain.com/ Twitter @membrain\_com LinkedIn® Page https://www.linkedin.com/company/membraincom/ Ownership Private Phone 844-427-0521 ### [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) [By HubSpot](https://www.g2.com/sellers/hubspot) [ (576)4.5 out of 5 ](https://www.g2.com/products/hubspot-data-hub/reviews#reviews "Read HubSpot Data Hub Reviews") Product Description 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 proc **Users:** CEO, Owner · **Industries:** Information Technology and Services, Marketing and Advertising · **Market Segment:** 67% Small-Business, 30% Mid-Market SL It is a great tool to optimize your data health in your CRM and help to better integrate with other tools.[Read review](https://www.g2.com/products/hubspot-data-hub/reviews/hubspot-data-hub-review-11633733) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF We can use custom code actions in workflows to complete complicated tasks we couldn’t otherwise do.[Read review](https://www.g2.com/products/hubspot-data-hub/reviews/hubspot-data-hub-review-11635315) Year Founded 2006 HQ Location Cambridge, Massachusetts, United States Company Website https://hubspot.com Twitter @HubSpot LinkedIn® Page https://www.linkedin.com/company/68529/ Ownership NYSE:HUBS Phone +1.888.482.7768 ### [Kluster](https://www.g2.com/products/kluster/reviews) [By Kluster](https://www.g2.com/sellers/kluster) [ (300)4.4 out of 5 ](https://www.g2.com/products/kluster/reviews#reviews "Read Kluster Reviews") Product Description Kluster is a revenue predictability platform specifically designed to assist Software as a Service (SaaS) companies in achieving their growth targets consistently each quarter. By providing a comprehe **Users:** Account Executive, Senior Account Executive · **Industries:** Computer Software, Financial Services · **Market Segment:** 88% Mid-Market, 7% Small-Business ![Hanna-Lil M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hanna-Lil M.") HM We've had an excellent experience with Kluster so far, they have been able to work with us to create dashboards which fit our business needs -...[Read review](https://www.g2.com/products/kluster/reviews/kluster-review-6925524) ![Ben K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ben K.") BK You get great reports and data out of Kluster to give that enable actionable results for the entire team. Management receives the insights they...[Read review](https://www.g2.com/products/kluster/reviews/kluster-review-7806176) Year Founded 2016 HQ Location London Company Website https://kluster.com/ Twitter @kluster LinkedIn® Page https://www.linkedin.com/company/10858730 ### [Jiminny](https://www.g2.com/products/jiminny/reviews) [By Jiminny](https://www.g2.com/sellers/jiminny) [ (929)4.6 out of 5 ](https://www.g2.com/products/jiminny/reviews#reviews "Read Jiminny Reviews") Product Description Jiminny is the conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across video, voice, and email. This innovative solution automates **Users:** Account Executive, Customer Success Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 63% Mid-Market, 31% Small-Business ![Verified User in Logistics and Supply Chain](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Logistics and Supply Chain") UL It completes it's function, generates transcripts and is user friendly. Implementation was quick and seamless and I use it often to cite notes...[Read review](https://www.g2.com/products/jiminny/reviews/jiminny-review-10304012) ![Elliot E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elliot E.") EE Having used a number of different tools for call recording across our business Jiminny is categorically the best option of them all. Its...[Read review](https://www.g2.com/products/jiminny/reviews/jiminny-review-10326297) Year Founded 2016 HQ Location London, England Company Website https://www.jiminny.com Twitter @JiminnyInc LinkedIn® Page https://www.linkedin.com/company/10815921/ ### [Dreamdata](https://www.g2.com/products/dreamdata/reviews) [By dreamdata.io](https://www.g2.com/sellers/dreamdata-io) [ (264)4.7 out of 5 ](https://www.g2.com/products/dreamdata/reviews#reviews "Read Dreamdata Reviews") Product Description Dreamdata is a B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they always know what's working and where to invest next. Built for **Users:** Head of Marketing, Marketing Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 59% Mid-Market, 33% Small-Business ![Verified User in Human Resources](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Human Resources") CH Dreamdata is an excellent tool for B2B revenue attribution and customer journey visualization. What stands out the most is how easy it is to...[Read review](https://www.g2.com/products/dreamdata/reviews/dreamdata-review-10848089) ![Brian C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian C.") BC I've used Dreamdata many times to prove the absolute necessity of Marketing if we are to remain competitive and to continue winning business.[Read review](https://www.g2.com/products/dreamdata/reviews/dreamdata-review-10848316) Year Founded 2018 HQ Location Copenhagen, Capital Region Company Website https://dreamdata.io/ Twitter @DreamdataIO LinkedIn® Page https://www.linkedin.com/company/dreamdata-io ### [Weflow](https://www.g2.com/products/weflow/reviews) [By Weflow](https://www.g2.com/sellers/weflow) [ (121)4.6 out of 5 ](https://www.g2.com/products/weflow/reviews#reviews "Read Weflow Reviews") Product Description Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Capture **Users:** Account Executive · **Industries:** Computer Software, Marketing and Advertising · **Market Segment:** 48% Mid-Market, 26% Enterprise User SentimentHow are these determined? Reviewers like that Weflow reduces their workload by automatically taking notes of online meetings, logging emails and meetings into Salesforce, and providing valuable transcripts of calls, which helps in recalling meeting details and improving sales pitches. Reviewers mentioned issues with meetings not being attributed correctly, problems with the message feature, the user interface needing streamlining, issues with reading the right context of meetings, problems with language support, limited task filtering, app crashes, and issues with the AI coach. Year Founded 2021 HQ Location Berlin, DE Company Website https://www.weflow.ai/ Twitter @getweflow LinkedIn® Page https://www.linkedin.com/company/getweflow/ ### [Coefficient](https://www.g2.com/products/coefficient/reviews) [By Coefficient](https://www.g2.com/sellers/coefficient) [ (191)4.7 out of 5 ](https://www.g2.com/products/coefficient/reviews#reviews "Read Coefficient Reviews") Product Description 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 Coefficien **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 47% Mid-Market, 36% Small-Business User SentimentHow are these determined? Users like the ease of use, the ability to automate tasks, the efficient data pulling from various sources, and the reliable auto-refresh feature that keeps data updated without manual intervention. Users reported issues with the pricing structure, limitations in extracting data from certain sources, occasional failures in data refreshes, and a lack of notifications when syncs do not refresh. Year Founded 2020 HQ Location Palo Alto, CA Company Website https://coefficient.io/ Twitter @coefficient\_io LinkedIn® Page https://www.linkedin.com/company/coefficientworks/ ### [Bigtincan Engagement](https://www.g2.com/products/bigtincan-engagement/reviews) [By Bigtincan](https://www.g2.com/sellers/bigtincan) [ (592)4.1 out of 5 ](https://www.g2.com/products/bigtincan-engagement/reviews#reviews "Read Bigtincan Engagement Reviews") Product Description We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should provide value and lead buyers to the best decision. Bigtincan Engagement (formerly **Users:** Account Executive, Account Manager · **Industries:** Computer Software, Internet · **Market Segment:** 55% Mid-Market, 28% Enterprise SN I like being able to create sales presentations quickly and easily with ClearSlide's simple design tools. Rather than just sending out our...[Read review](https://www.g2.com/products/bigtincan-engagement/reviews/bigtincan-engagement-review-2141659) ST ClearSlide has templates and design tools for presentations that are intuitive and easy enough for me and my team to use. I like all of the data...[Read review](https://www.g2.com/products/bigtincan-engagement/reviews/bigtincan-engagement-review-3191795) Year Founded 2011 HQ Location Waltham, MA Company Website https://www.bigtincan.com Twitter @bigtincan LinkedIn® Page https://www.linkedin.com/company/bigtincan Phone 781-405-2376 [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. 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