Best Revenue Operations & Intelligence (RO&I) Software for Medium-Sized Businesses - Page 2

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

Total Products under this Category: 184

Category Stats (Nov 2026)

  • Average Rating: 4.67/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Twine (+7.14%) - Among all products in this category, Twine recorded the largest rating increase compared to last month

Last updated: November 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
  • 79,300+ Authentic Reviews
  • 184+ 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: Salesforce Sales Cloud, Gong, Salesloft, GTM Studio - Powered by ZoomInfo, Revenue Grid, HubSpot Data Hub, Substrata, 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=salesloft&focus%5B%5D=gtm-studio-powered-by-zoominfo&focus%5B%5D=revenue-grid&focus%5B%5D=hubspot-data-hub&focus%5B%5D=substrata-substrata&focus%5B%5D=apollo-io&segment=mid-market)

Mediafly

Mediafly is a modular platform providing revenue enablement solutions for large enterprises. Mediafly’s content management, buyer and partner engagement, account and revenue intelligence, sales readiness, and value selling solutions make up the most comprehensive revenue enablement platform on the market. Mediafly is the only vendor to effectively combine enablement and intelligence in a unified platform. All of our solutions include industry-leading, self-serve analytics. Mediafly is built on top of a revenue BI solution — if you can explain it in words, we can report on it and help you act on it. A lot of solutions trap the data — we want to help you extend its value. That’s how Mediafly uniquely connects enablement with intelligence. Mediafly is used daily by top B2B go-to-market teams to engage buyers, prepare sellers, quantify and communicate value, and continuously optimize sales force performance. Mediafly is trusted by a vast network of sales, marketing, customer success, enablement, and operations professionals at global organizations including Nestlé, ADP, Conagra, Intuit, Heineken, Sealed Air, Sony and NVIDIA. “Mediafly is a good fit for chief revenue officers and chief sales officers in technology, consumer packaged goods (CPG), media, manufacturing, healthcare, and financial services that want to deliver highly engaging, value-focused content to buyers and gain holistic insights into buyer-seller interactions.” The Forrester Wave™: Sales Content Solutions, Q4 2022

Average Rating: 4.4/5.0

Total Reviews: 1,313

How Do G2 Users Rate Mediafly?

  • Ease of Use: 8.6/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.5/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.5/10 (Category avg: 8.3/10)
  • Account Engagement: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Mediafly?

Who Uses This Product?

  • Who Uses This: Account Executive, Sales Operations Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 23% Large

What Do G2 Reviewers Say About Mediafly?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Mediafly, facilitating seamless information sharing and effective sales pitches.
  • Users find mediafly helpful, providing quick insights and excellent customer service from responsive team members.
  • Users appreciate the ease of sharing information with Mediafly, enhancing client engagement and sales presentations.
  • Users appreciate the easy sharing capabilities of Mediafly, enhancing engagement and tracking document interactions effortlessly.
  • Users praise Mediafly for its easy access to data and seamless information sharing across devices.
Cons
  • Users request improvements, highlighting missing features like MS Excel support and customizable dashboards for enhanced analytics.
  • Users struggle with a challenging learning curve, finding the tool clunky and difficult to navigate effectively.
  • Users find the clunky navigation and inconsistent experience with Mediafly frustrating, affecting their overall satisfaction.
  • Users find Mediafly's interface not intuitive, struggling with navigation and a confusing search feature for content.
  • Users experience slow loading times when downloading files, impacting usability, especially when on the go.

What Are Recent G2 Reviews of Mediafly?

Weflow

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 ($19/user/month (billed annually) - Conversation Intelligence ($39/user/month (billed annually) - Deal Intelligence & Forecasting ($39/user/month (billed annually) Pick single modules from above or bundles to save: - Revenue AI Foundation : Unify your GTM data with automated Salesforce data capture. Use AI to handle rep workflows and coach your team. - Revenue AI Business: Everything in Foundation, plus full deal and account intelligence. AI-powered scoring, summaries, and pipeline visibility, built in. - Revenue AI Enterprise: Everything in Business, plus AI-powered forecasting. Predict revenue, analyze pipeline, and run forecasts across your org. Transparent pricing, no platform fees. Premium support included. Learn more at: weflow.ai

Average Rating: 4.6/5.0

Total Reviews: 121

How Do G2 Users Rate Weflow?

  • Ease of Use: 9.4/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.3/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 8.3/10 (Category avg: 8.3/10)
  • Account Engagement: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Weflow?

  • Seller: Weflow
  • Year Founded: 2021
  • HQ Location: Berlin, DE
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 48% Medium, 26% Large

What Do G2 Reviewers Say About Weflow?

AI-generated summary from verified user reviews

Pros
  • Users value the 80% increased data accuracy of Weflow, enhancing pipeline management and forecasting discussions.
  • Users value the high data accuracy of Weflow, enhancing communication between revenue leaders and sales reps.
  • Users value the excellent customer support from Weflow, which enhances data accuracy and improves user experience.
  • Users value the 80% data accuracy of Weflow, enhancing conversations on pipeline management and forecasting.
  • Users find Weflow to have a user-friendly interface, streamlining data input and enhancing CRM interactions effortlessly.
Cons
  • Users feel that Weflow is just another widget on Salesforce, which may not offer enough unique benefits.

What Are Recent G2 Reviews of Weflow?

What Are G2 Users Discussing About Weflow?

RevSure

RevSure is the agentic Go-to-Market Digital Workforce built for companies that want to scale growth efficiently. RevSure deploys AI digital workers modeled on real Sales and Marketing roles—like SDR, ABM Manager, Solution Marketer and Proposal/Pre-Sales Manager—supervised by RevSure’s GTM engineers. RevSure does this with its unique agentic platform: a unified Context Layer that connects the 20+ GTM systems including CRM, marketing automation, Ad systems, intent and conversation data into one shared GTM brain, and an Agentic Harness that orchestrates specialized agents and skills with built-in guardrails and evals. Instead of adding another tool to operate, RevSure runs complete GTM workstreams against defined KPIs and SLAs. Customers get 2–3x execution leverage and velocity to scale growth efficiently.

Average Rating: 4.7/5.0

Total Reviews: 49

How Do G2 Users Rate RevSure?

  • Ease of Use: 7.9/10 (Category avg: 9.0/10)
  • Data Segmentation: 9.4/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 9.2/10 (Category avg: 8.3/10)
  • Account Engagement: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind RevSure?

  • Seller: RevSure.ai
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Wilmington, US
  • LinkedIn® Page: www.linkedin.com
    76 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 69% Medium, 20% Large

What Do G2 Reviewers Say About RevSure?

AI-generated summary from verified user reviews

Pros
  • Users commend RevSure's excellent customer support, particularly Francisco's expertise and responsiveness enhancing their overall experience.
  • Users value RevSure's insightful analytics, enabling a deeper understanding of account behaviors and campaign effectiveness.
  • Users value RevSure for its excellent customer support, particularly praising responsive assistance and valuable insights from the team.
  • Users appreciate the exceptional customer support from RevSure, highlighting responsiveness and invaluable insights into marketing performance.
  • Users appreciate the ease of use of RevSure, finding its setup and dashboard navigation straightforward and intuitive.
Cons
  • Users face a significant learning curve with RevSure, necessitating extensive training for effective navigation and use.
  • Users find the complexity of RevSure challenging, requiring expert-level training and extensive time to navigate effectively.
  • Users often face filtering issues that complicate report accuracy, though support from the RevSure team helps.
  • Users find the inadequate reporting of RevSure frustrating, as creating effective reports can be quite challenging.
  • Users find RevSure not intuitive, facing challenges navigating its complex data and requiring extensive training for effective use.

What Are Recent G2 Reviews of RevSure?

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Upside

Upside is a GTM intelligence platform for B2B revenue teams. It connects to the systems where go-to-market data lives — CRM, marketing automation, meeting recording tools, and ad platforms — and automatically builds a unified, cleaned-up view of what happened on every account and deal. This includes resolving duplicate contacts across systems, reconstructing full touchpoint timelines, detecting buying groups from communication signals, and healing gaps in CRM data. On top of that foundation, Upside provides an analytics dashboard with account, campaign, and channel explorers; AI-powered research that reasons across meeting transcripts, emails, and structured CRM records; configurable AI fields for classifying and extracting insights from unstructured data; custom mini-apps for purpose-built reporting; and an MCP interface that makes the data available inside AI tools teams already use.

Average Rating: 5.0/5.0

Total Reviews: 25

How Do G2 Users Rate Upside?

  • Ease of Use: 9.1/10 (Category avg: 9.0/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.8/10)
  • Account Engagement: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Upside?

  • Seller: Dragonsight Labs
  • Company Website:
  • Year Founded: 2024
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 65% Medium, 23% Large

What Are Recent G2 Reviews of Upside?

Momentum

Momentum is an Revenue Orchestration Platform that listens to your customer and prospect conversations, extracts key insights, and automatically takes action—communicating with your systems and teams in real time. Revenue teams today are drowning in conversations, but 99% of what’s said never makes it into a CRM. Insights get buried in call recordings, manual data entry is inconsistent, and teams operate in silos—leading to missed opportunities, bad handoffs, and slow deal cycles. Momentum fixes this by automating workflows and communication across teams. Our AI Agents analyze calls, emails, and meetings, then push the right information—product feedback, churn risk, competitor mentions, objections, and deal blockers—to the teams that need to know, exactly when they need to know it. No extra tools. No added complexity. Just seamless orchestration between Sales, RevOps, CS, and Product to move faster and win more. With pre-built workflows like automated deal desk approvals, Slack-based deal rooms, and real-time CRM updates, Momentum ensures your teams aren’t just capturing data—they’re acting on it.

Average Rating: 4.6/5.0

Total Reviews: 101

How Do G2 Users Rate Momentum?

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

Who Is the Company Behind Momentum?

  • Seller: Momentum
  • Year Founded: 2020
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®
  • Ownership: JSE:MTM

Who Uses This Product?

  • Who Uses This: Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 70% Medium, 20% Large

What Do G2 Reviewers Say About Momentum?

AI-generated summary from verified user reviews

Pros
  • Users find Momentum to offer remarkable ease of use, simplifying navigation and enhancing productivity during calls.
  • Users find Momentum to be an invaluable tool for coaching and enhancing productivity, transforming their workflow and communication.
  • Users value the seamless automation of Momentum, enhancing productivity and streamlining communication during Zoom calls.
  • Users admire the seamless integrations of Momentum with Zoom and calendars, enhancing organization and productivity effortlessly.
  • Users value the responsive and helpful customer support of Momentum, enhancing their overall experience and productivity.
Cons
  • Users express concerns over the dependence on AI accuracy, as it can miss nuances impacting insight quality.
  • Users experience performance issues with Momentum, including glitches and delays, impacting the overall workflow.
  • Users report accuracy issues with Momentum's AI, affecting transcriptions and insights, particularly for diverse languages and accents.
  • Users experience call issues with delayed joins, language limitations, and improper account mapping affecting their productivity.
  • Users often notice data inaccuracies in Momentum, impacting the reliability of insights and salesforce mappings.

What Are Recent G2 Reviews of Momentum?

Creatio AI CRM

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 1000 employees across ten offices in 25 countries, $300M revenue. Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

Average Rating: 4.6/5.0

Total Reviews: 338

How Do G2 Users Rate Creatio AI CRM?

  • Ease of Use: 8.9/10 (Category avg: 9.0/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 10.0/10 (Category avg: 8.3/10)
  • Account Engagement: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Creatio AI CRM?

  • Seller: Creatio
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Boston, Massachusetts
  • LinkedIn® Page: www.linkedin.com
    1,186 employees on LinkedIn®
  • Phone: +1 617 765 7997

Who Uses This Product?

  • Who Uses This: Business Analyst, CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 43% Medium, 42% Small

What Do G2 Reviewers Say About Creatio AI CRM?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Creatio, highlighting its adaptability and user-friendly interface for all team members.
  • Users highlight the efficiency of Creatio, enabling rapid adaptation and streamlined sales processes for better performance.
  • Users highly value the customizability of Creatio, allowing effortless adaptation to unique workflows and requirements.
  • Users praise the easy customization of Creatio, allowing tailored solutions for unique workflows without complexity.
  • Users value the easy customization options of Creatio, enabling tailored solutions for diverse business needs.
Cons
  • Users experience a steep learning curve during initial setup, which can be challenging for newcomers to the platform.
  • Users face challenges with missing features like insufficient documentation and limited reporting capabilities, hindering effective use of Creatio.
  • Users find limited features in Creatio, which restricts advanced analytics and hinders comprehensive customizations.
  • Users face limited customization options in Creatio, hindering easy UI design changes and plugin integration.
  • Users face limited options in Creatio, restricting flexibility for growth metrics and contact management solutions.

What Are Recent G2 Reviews of Creatio AI CRM?

What Are G2 Users Discussing About Creatio AI CRM?

Jiminny

Jiminny is a conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across various communication channels, including video, voice, and email. This innovative solution automates the integration of these insights into customer relationship management (CRM) systems, enabling teams to make informed decisions that drive effective revenue growth. The platform is tailored for the entire Revenue Team, addressing the unique needs of each member. For Sales Representatives, Jiminny automates routine administrative tasks, allowing them to concentrate on selling and improving their performance. This automation streamlines workflows and enhances productivity, enabling sales professionals to close deals more efficiently. Managers benefit from Jiminny by gaining access to actionable insights that facilitate team development, fostering an environment of continuous improvement and confidence-building among team members. Executives can rely on Jiminny as a trustworthy source of data for making strategic, data-driven decisions. The platform transforms the CRM into a reliable launchpad for revenue growth, ensuring that leadership can easily track progress and identify areas for improvement. This comprehensive approach to go-to-market conversation intelligence empowers all levels of the organization to collaborate effectively towards achieving revenue goals. Key features of Jiminny include its ability to analyze conversations in real-time, providing instant feedback and insights that can be acted upon immediately. This feature allows teams to adapt their strategies on the fly, enhancing their responsiveness to market dynamics. Additionally, Jiminny boasts a fast onboarding process and a user-friendly interface, ensuring that teams can quickly acclimate to the platform and begin realizing its benefits without significant downtime. By leveraging Jiminny, organizations can sell smarter, grow faster, and ultimately win more deals. The platform not only enhances individual performance but also fosters a data-driven culture that supports sustained growth and success across the entire organization. Through its innovative features and comprehensive insights, Jiminny stands out as a valuable tool for any revenue-focused team looking to optimize their go-to-market strategies.

Average Rating: 4.6/5.0

Total Reviews: 1,034

How Do G2 Users Rate Jiminny?

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

Who Is the Company Behind Jiminny?

  • Seller: Jiminny
  • Company Website:
  • Year Founded: 2016
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    63 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: 63% Medium, 31% Small

What Do G2 Reviewers Say About Jiminny?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the helpful tools in Jiminny for managing remote meetings and improving call quality.
  • Users appreciate the user-friendly interface of Jiminny, which simplifies workflow and enhances productivity effectively.
  • Users value the seamless call recording of Jiminny, enhancing productivity and collaboration through effortless note-taking and reviews.
  • Users appreciate the seamless integration of Jiminny, enhancing their productivity and focus during calls effortlessly.
  • Users value the seamless call recording of Jiminny, enhancing focus during meetings and simplifying note-taking.
Cons
  • Users experience call issues with Jiminny, including integration difficulties, inaccurate transcripts, and search functionality challenges.
  • Users experience AI inaccuracy with Jiminny, noting occasional transcription errors that require careful review before use.
  • Users experience accuracy issues with Jiminny, requiring frequent manual corrections and facing irrelevant grading outcomes.
  • Users find the AI occasionally inaccurate, particularly with background noise, requiring manual checks for reliability.
  • Users find that the transcription accuracy can be poor, particularly with background noise and varying accents, affecting efficiency.

What Are Recent G2 Reviews of Jiminny?

What Are G2 Users Discussing About Jiminny?

Discern

Successful businesses are founded on exceptional execution, which is driven by a deep understanding of key performance indicators (KPIs) and data insights. Achieving data clarity is challenging when sales, marketing, customer, billing, and financial data are siloed across disconnected systems and spreadsheets. Enter Discern. We automate the heavy lifting of business performance analytics, such as pipeline tracking, ARR, NRR analytics, and marketing attribution, turning what used to be days of manual reconciliation or years of BI builds into automated, real-time insights. No more wrestling with spreadsheets or questioning your numbers – just clear, consistent performance data you can trust. But we didn't stop there. Because in this new environment, understanding your own performance is only half the story. You also need industry context – and we're not talking about stale benchmarks released annually, but rather straight-from-the-source benchmarks that pick up on market changes just as they begin to manifest. Whether you're running team meetings, fine-tuning your strategy, prepping for a big board meeting, or pitching new investors, Discern helps you operate with confidence. Our combination of automated performance analytics and real-time, system-validated benchmarks gives you the complete story behind your performance, so you can focus on making the decisions that matter.

Average Rating: 4.8/5.0

Total Reviews: 21

How Do G2 Users Rate Discern?

  • Ease of Use: 9.3/10 (Category avg: 9.0/10)
  • Data Segmentation: 8.3/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.5/10 (Category avg: 8.3/10)
  • Account Engagement: 7.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Discern?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 86% Medium, 14% Small

What Do G2 Reviewers Say About Discern?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Discern, enabling quick data access and streamlined reporting for effective decision-making.
  • Users commend the impressive responsiveness of Discern's support team, enhancing their experience during implementation and beyond.
  • Users highlight the ease of implementation with Discern, significantly reducing time spent on reporting tasks.
  • Users value the efficiency in data reporting offered by Discern, allowing for quick analysis and insights.
  • Users value the real-time analytics of Discern, facilitating informed decision-making with quick and efficient data insights.
Cons
  • Users find data inaccuracy in Discern's Marketing segment, leading to confusion and a need for clarification.
  • Users find the complexity of Discern challenging, especially regarding metrics and installation for non-technical individuals.
  • Users find the complex usage of Discern software challenging, especially those lacking technical knowledge or data analysis skills.
  • Users find the lack of detail in metrics confusing, especially for those without technical expertise or context.
  • Users find the learning curve steep with Discern, especially for those lacking technical expertise and context.

What Are Recent G2 Reviews of Discern?

Alta

Alta is an AI GTM System of Actions that enables B2B sales and marketing teams to automate top-of-funnel execution across prospecting, outreach, lead qualification, calling, and pipeline analytics through a unified system of AI agents. Designed for revenue teams at growth-stage and enterprise B2B companies, Alta replaces the fragmented stack of point solutions typically used across SDR workflows, inbound qualification, and ad targeting. The platform centers on three AI agents — Katie, Alex, and Luna — that share a unified data layer, allowing signal from each channel to inform and improve the others automatically. Katie – AI SDR Agent handles outbound research and execution. It pulls from CRM data and 50+ external sources to identify high-intent accounts, builds prospect lists based on buying signals, and runs multi-channel outreach sequences across email, LinkedIn, and phone. Katie also syncs audience data with ad platforms including Google Ads and Meta to align outbound prospecting with paid campaigns. Alex – AI Calling and Inbound Agent manages inbound lead qualification and outbound calling. Alex conducts AI-driven voice conversations, scores lead intent, routes qualified buyers to the appropriate sales representative, books meetings directly to calendar, and surfaces cross-sell and upsell opportunities within existing accounts. Conversation data feeds back into targeting and ad audiences. Luna – AI Growth and Intelligence Agent serves as the analytics and operations layer. Luna monitors pipeline health in real time, identifies bottlenecks and anomalies, alerts revenue teams to key changes, and integrates with CRM systems, ad platforms, and data sources to consolidate reporting without manual input. Key capabilities and product characteristics: - Unified AI agent system covering prospecting, outreach, calling, inbound qualification, and pipeline intelligence in one platform - Multi-channel outreach orchestration across email, LinkedIn, and phone with automated personalization - Inbound-to-outbound data loop: signals from calls and inbound activity automatically sharpen outbound targeting and ad audiences - Native integrations with HubSpot, Salesforce, Google Ads, Meta, Slack, and 50+ additional platforms - SOC 2 Type II and ISO certified Alta is used by B2B revenue teams across industries including technology, financial services, and SaaS. Customers include Snowflake, Deel, and Riverside.fm.

Average Rating: 4.8/5.0

Total Reviews: 91

How Do G2 Users Rate Alta?

  • Ease of Use: 9.7/10 (Category avg: 9.0/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 10.0/10 (Category avg: 8.3/10)
  • Account Engagement: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Alta?

  • Seller: Alta
  • Company Website:
  • Year Founded: 2023
  • HQ Location: NYC
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Wholesale
  • Company Size: 56% Medium, 32% Small

What Do G2 Reviewers Say About Alta?

AI-generated summary from verified user reviews

Pros
  • Users value the exceptional automation of Alta, enhancing outreach efficiency while personalizing communication seamlessly.
  • Users value the seamless CRM integrations of Alta, enhancing workflow efficiency and simplifying data management.
  • Users appreciate the time-saving capabilities of Alta, streamlining outreach and allowing teams to focus on what matters.
  • Users appreciate the user-friendly interface and exceptional support of Alta, making sales collaboration effortless and efficient.
  • Users appreciate the personalization capabilities of Alta, enhancing outreach efficiency and engagement through tailored communications.
Cons
  • Users note a steep learning curve with Alta, as initial setup and prompt optimization can be challenging for newcomers.
  • Users note a steep learning curve for initial setup and understanding features, especially for less tech-savvy individuals.
  • Users find the difficult setup of Alta overwhelming, requiring extra support and coordination for effective implementation.
  • Users find the initial setup to be overwhelming, particularly for those who aren't tech-savvy.
  • Users find that Alta has sales issues as it cannot sell offerings directly, which limits effectiveness for some.

What Are Recent G2 Reviews of Alta?

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: 983

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
  • LinkedIn® Page: www.linkedin.com
    384 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 user-friendly interface of Aviso, making forecasting and sales management effortless and efficient.
  • Users value the accurate forecasting capabilities of Aviso, enhancing sales management and decision-making efficiency.
  • Users appreciate the accurate AI insights and user-friendly design of Aviso, enhancing forecasting and sales management.
  • Users appreciate the intuitive and customizable interface of Aviso, enhancing their forecasting and sales management experience.
  • Users find that Aviso significantly enhances efficiency in forecasting and sales management, streamlining workflows and saving time.
Cons
  • Users find the learning curve steep for Aviso, as it is complex and time-consuming to navigate.
  • Users experience slow loading times and sync delays, making their workflow more cumbersome and frustrating.
  • Users experience inaccurate data with Aviso, facing filtering mistakes and unpredictable value changes in forecasts.
  • Users report missing features in Aviso's filtering and sorting options, leading to confusion and inefficiency.
  • Users experience slow performance with Aviso, facing lags and crashes which disrupt critical forecasting tasks.

What Are Recent G2 Reviews of Aviso?

What Are G2 Users Discussing About Aviso?

Fullcast

Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation.

Average Rating: 4.6/5.0

Total Reviews: 461

How Do G2 Users Rate Fullcast?

  • Ease of Use: 8.9/10 (Category avg: 9.0/10)
  • Data Segmentation: 7.8/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 6.5/10 (Category avg: 8.3/10)
  • Account Engagement: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Fullcast?

  • Seller: Fullcast, Inc.
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Salt Lake City, UT
  • LinkedIn® Page: www.linkedin.com
    377 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Account Executive
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 61% Small, 31% Medium

What Do G2 Reviewers Say About Fullcast?

AI-generated summary from verified user reviews

Pros
  • Users find the supportive team at Atrium extremely helpful, enhancing their experience and boosting reporting efficiency.
  • Users find Atrium's ease of use invaluable, helping to simplify sales management and facilitate effective decision-making.
  • Users appreciate the actionable insights from Atrium, enhancing sales strategies and coaching effectiveness for leaders.
  • Users highly value the exceptional customer support from Fullcast, noting quick responses and knowledgeable account managers.
  • Users praise the intuitive interface of Fullcast, making navigation and data access effortless and efficient.
Cons
  • Users find the learning curve steep, with confusing customization and overwhelming clutter hindering effective use.
  • Users often face data management issues with Fullcast, leading to unreliable insights and significant delays in real-time information.
  • Users find the limited customization options in Fullcast restrictive, impacting their ability to perform in-depth analysis.
  • Users find Salesforce integration lacking, as it complicates data clarity and eases navigation, affecting overall user experience.
  • Users find the limited flexibility of Fullcast challenging, especially for advanced metrics and quick data retrieval.

What Are Recent G2 Reviews of Fullcast?

What Are G2 Users Discussing About Fullcast?

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 find People.ai's transformative insights invaluable for driving data-driven sales decisions and enhancing customer success.
  • Users appreciate the seamless CRM integration of People.ai, enhancing visibility and decision-making in sales processes.
  • Users laud the exceptional customer support of People.ai, noting their responsiveness and commitment to success.
  • Users love the customization options in People.ai, enhancing integration and collaboration with their existing systems effectively.
  • Users find People.ai to be user-friendly and intuitive, making data-driven insights easily accessible and actionable.

What Are Recent G2 Reviews of Backstory?

What Are G2 Users Discussing About Backstory?

Bigtincan Engagement

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 Clearslide) provides a complete Sales Engagement solution that combines content management, integrated communications, engagement analytics, conversation intelligence, AI-powered meeting automation, and guided selling to power dynamic conversations with buyers. Bigtincan Engagement is designed to enhance sales effectiveness by addressing common challenges faced by sales teams. It aims to increase active selling time, optimize sales interactions, and provide better visibility into buyer needs. Key features include: Centralized Content Management: Sellers can access a variety of content from multiple systems, ensuring they have the most up-to-date materials. Real-Time Buyer Engagement: The platform allows for immediate reactions to engaged buyers through notifications and automates email outreach to focus on active opportunities. Personalized Experiences: Engagement Hub enables the creation of personalized microsites for buyers, allowing sellers to tailor content and interactions based on buyer interests and needs. Analytics and Insights: The platform provides detailed engagement insights, helping sellers understand how buyers interact with shared content, which can uncover hidden needs. Conversation Intelligence: This feature transcribes and analyzes sales calls, providing feedback on tone and articulation, which aids in self-coaching for sales reps. These capabilities are designed to empower sales teams to create engaging, measurable buyer experiences that drive sales success. Bigtincan Engagement customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs

Average Rating: 4.1/5.0

Total Reviews: 575

How Do G2 Users Rate Bigtincan Engagement?

  • Ease of Use: 8.5/10 (Category avg: 9.0/10)
  • Data Segmentation: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Bigtincan Engagement?

  • Seller: Bigtincan
  • Year Founded: 2011
  • HQ Location: Waltham, MA
  • LinkedIn® Page: www.linkedin.com
    160 employees on LinkedIn®
  • Phone: 781-405-2376

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Computer Software, Internet
  • Company Size: 55% Medium, 28% Large

What Are Recent G2 Reviews of Bigtincan Engagement?

What Are G2 Users Discussing About Bigtincan Engagement?

Outreach

Outreach is a leading agentic AI platform built for revenue teams. Outreach lets revenue leaders hire AI agents that act rather than advise, working as true teammates that expand capacity and embed the skills of top sellers across every go-to-market workflow, from prospecting and engaging accounts to managing deals, coaching reps, forecasting, and retaining and expanding existing accounts. By unifying sales engagement, conversation intelligence, and revenue intelligence in a single connected platform, Outreach gives revenue leaders full-funnel visibility, greater forecast confidence, and more pipeline without adding headcount. World-leading enterprise organizations, including Databricks, SAP, Siemens, and Verizon, rely on Outreach to power their revenue teams. To learn more, visit www.outreach.ai.

Average Rating: 4.3/5.0

Total Reviews: 3,599

How Do G2 Users Rate Outreach?

  • Ease of Use: 8.3/10 (Category avg: 9.0/10)
  • Data Segmentation: 7.6/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 7.7/10 (Category avg: 8.3/10)
  • Account Engagement: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Outreach?

  • Seller: Outreach
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Seattle, WA
  • LinkedIn® Page: www.linkedin.com
    5,190 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Sales Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 22% Large

What Do G2 Reviewers Say About Outreach?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Outreach, appreciating its integrated features for efficient campaign management.
  • Users value the automation capabilities of Outreach, ensuring streamlined sales processes and efficient lead management.
  • Users value the extensive features of Outreach, enhancing productivity and integration for business development and sales teams.
  • Users appreciate the powerful integrations and detailed analytics of Outreach, enhancing efficiency and driving team success.
  • Users value the seamless integrations of Outreach with CRM and calling tools, enhancing daily operations and efficiency.
Cons
  • Users are frustrated by the missing features, particularly the inability to poll and manage tasks efficiently.
  • Users find the learning curve steep for new team members, requiring significant time to master Outreach's features.
  • Users find the lack of bulk action capabilities frustrating, leading to inefficient task management and bottlenecks.
  • Users are frustrated by the limited features of Outreach, which hinder efficient use and adaptability to their needs.
  • Users find customization options limited without an admin license, hindering workflow and flexibility in outreach.

What Are Recent G2 Reviews of Outreach?

Salesken

Salesken.ai is a Sales AI platform designed to enhance sales team performance while lowering acquisition costs. By offering real-time cues during conversations, the tool empowers sales reps to engage more effectively with customers. Salesken also provides leaders and reps with full visibility into every call through advanced Call Analytics, capturing emotions, objections, intent, and more. Salesken delivers tailored solutions for both Sales Leaders and Reps, driving revenue success through: - Pipeline Management: Accurate forecasts based on deep conversation insights. - Deal Tracking: Instant summaries, identification of BANT gaps, and clear next steps. - Team Coaching: Personalized coaching for each rep and every deal, on demand. - Marketing Insights: Actionable insights extracted from sales conversations. - Quality Assurance: Evaluate 100% of sales calls with AI-driven QA, offering personalized coaching and reducing manual efforts while improving overall sales quality and consistency For Sales Reps, Salesken offers: - Real-Time Cueing: Provides live cues and battle cards to help reps perfect their pitches. - CRM Enrichment: Automates CRM data entry and updates. - Custom Outreach: Simplifies and automates outreach, saving time and increasing efficiency. Salesken is the go to AI for the whole sales team. Book a demo and learn about more features and capabilities.

Average Rating: 4.9/5.0

Total Reviews: 386

How Do G2 Users Rate Salesken?

  • Ease of Use: 9.9/10 (Category avg: 9.0/10)
  • Data Segmentation: 9.8/10 (Category avg: 8.8/10)
  • Predictive Forecasting: 9.7/10 (Category avg: 8.3/10)
  • Account Engagement: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Salesken?

  • Seller: Salesken
  • Year Founded: 2018
  • HQ Location: New York, New York
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Sales, Sales Executive
  • Top Industries: Education Management, E-Learning
  • Company Size: 57% Medium, 37% Large

What Do G2 Reviewers Say About Salesken?

AI-generated summary from verified user reviews

Pros
  • Users value the helpful insights from Salesken, facilitating improved call organization and enhanced sales performance.
  • Users value the effective feedback management of Salesken, enhancing productivity and helping plan customer calls more efficiently.
  • Users value the AI-driven feedback from Salesken, significantly enhancing productivity and call success for sales teams.
  • Users praise the automation capabilities of Salesken, enhancing productivity and providing real-time feedback for sales teams.
  • Users rave about Salesken's efficiency, noting significant productivity boosts through actionable data and real-time feedback.
Cons
  • Users often face call issues with Salesken, including connection problems and a desire for more customization.
  • Users desire more customization and reliability for calls in Salesken, citing connection issues as a significant drawback.
  • Users express frustration over poor transcription, which negatively impacts their overall experience with Salesken.
  • Users report encountering recording issues with transcripts and difficulties in connecting calls, impacting their overall experience.
  • Users often experience accuracy issues with transcripts, which detracts from their overall satisfaction with Salesken.

What Are Recent G2 Reviews of Salesken?

What Are G2 Users Discussing About Salesken?

Julie Jung
JJ
Researched and written by Julie Jung
Updated