# Best Revenue Operations & Intelligence (RO&I) Software - Page 2 ## How Many Revenue Operations & Intelligence (RO&I) Software Products Does G2 Track? **Total Products under this Category:** 153 ### Category Stats (Jul 2026) - **Average Rating:** 4.66/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Oliv AI (+1.66%) - Among all products in this category, Oliv AI recorded the largest rating increase compared to last month _Last updated: July 26, 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 - 73,800+ Authentic Reviews - 153+ 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](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/grids.png?focus%5B%5D=506&focus%5B%5D=24724&focus%5B%5D=7788&focus%5B%5D=1333617&focus%5B%5D=24725&focus%5B%5D=135441&focus%5B%5D=4470&focus%5B%5D=1447657) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Gong, Clari, Substrata, Revenue Grid, GTM Studio - Powered by ZoomInfo, Aviso, and MaxIQ. 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=substrata-substrata&focus%5B%5D=revenue-grid&focus%5B%5D=gtm-studio-powered-by-zoominfo&focus%5B%5D=aviso&focus%5B%5D=maxiq) **Sponsored** ### 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 [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2641&secure%5Bchosen_at%5D=2026-07-29T09%3A07%3A56Z&secure%5Bdisplayable_resource_id%5D=2641&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2641&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=164950&secure%5Bresource_id%5D=2641&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Frevenue-operations-intelligence-ro-i%3Fpage%3D2%26selected_view%3Dgrid&secure%5Btoken%5D=79675122ea36266e145ecf1a416ba44401cb683a2417a91affcc025d734f6410&secure%5Burl%5D=https%3A%2F%2Fwww.weflow.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_content%3DRevOps-category-page&secure%5Burl_type%5D=custom_url) [ Coefficient ](https://www.g2.com/products/coefficient/reviews) By [Coefficient](https://www.g2.com/sellers/coefficient) [ 4.7/5(195) ](https://www.g2.com/products/coefficient/reviews) What do users say? Users consistently praise the ease of use and seamless integration with various data sources, particularly Salesforce and Google Sheets. The product simplifies data management and automates workflows, Pros and Cons [ Ease of Use (111) ](https://www.g2.com/products/coefficient/reviews?qs=pros-and-cons)[ Feature Limitations (33) ](https://www.g2.com/products/coefficient/reviews?qs=pros-and-cons) ### [Coefficient](https://www.g2.com/products/coefficient/reviews) 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:** 195 #### 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](https://www.g2.com/sellers/coefficient) - **Company Website:** coefficient.io - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient\_io 346 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a36ef868415520ac840f5699de01e684ba3b9e328d0a3215043fadd7d1bd7ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoefficientworks%2F&secure%5Burl_type%5D=linkedin_company_website) 71 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Medium, 34% Small #### What Do G2 Reviewers Say About Coefficient? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** with Coefficient, enjoying seamless data extraction and hassle-free connectivity. - Users love the **automation capabilities** of Coefficient, which simplify data integration and save significant time. - Users appreciate the **seamless integrations** of Coefficient, effortlessly syncing data between Salesforce, QuickBooks, and Google Sheets. - Users love the **easy integrations** of Coefficient, drastically improving workflow and enabling hassle-free data syncing. - Users enjoy the **time-saving automation** of Coefficient, regaining hours each week with effortless data management. ##### Cons - Users find the **feature limitations** of Coefficient frustrating, especially with filtering and data formatting issues. - Users face **limited features** with Coefficient, particularly regarding filter and import restrictions compared to Google Sheets. - Users are dissatisfied with the **missing features** in Coefficient, such as limited filter options and inadequate chart integration. - Users face **filter limitations** in Coefficient, impacting their ability to manage data efficiently across imports. - Users face **integration issues** with Coefficient, particularly lacking essential features and facing frustrating import formats. #### What Are Recent G2 Reviews of Coefficient? **["Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets"](https://www.g2.com/survey_responses/coefficient-review-12701723)** **Rating:** 5.0/5.0 stars _— Ellen Dericks C._ [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) **["Seamless Database Queries in Google Sheets with Responsive Support"](https://www.g2.com/survey_responses/coefficient-review-13098229)** **Rating:** 4.5/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229) [ AccountAim ](https://www.g2.com/products/accountaim/reviews) By [AccountAim](https://www.g2.com/sellers/accountaim) [ 4.8/5(20) ](https://www.g2.com/products/accountaim/reviews) What do users say? Users consistently praise the ease of use and time-saving capabilities of AccountAim, noting that it streamlines account prioritization and reporting, allowing sales teams to focus on high-value tasks Pros and Cons [ Ease of Use (6) ](https://www.g2.com/products/accountaim/reviews?qs=pros-and-cons)[ Missing Features (2) ](https://www.g2.com/products/accountaim/reviews?qs=pros-and-cons) ### [AccountAim](https://www.g2.com/products/accountaim/reviews) AccountAim's RevOps Data platform improves growth, predictability, and quality of revenue by ensuring your sales teams work their best accounts, always. Through account scoring & prioritization, territory management, and revenue compliance, AccountAim gives sales teams the tools they need to drive profitable growth. Visit accountaim.com to learn more. **Average Rating:** 4.8/5.0 **Total Reviews:** 20 #### How Do G2 Users Rate AccountAim? - **Ease of Use:** 9.8/10 (Category avg: 9.0/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.0/10 (Category avg: 8.3/10) - **Account Engagement:** 9.6/10 (Category avg: 8.7/10) #### Who Is the Company Behind AccountAim? - **Seller:** [AccountAim](https://www.g2.com/sellers/accountaim) - **Year Founded:** 2023 - **HQ Location:** San Francisco, CA - **Twitter:** @GetAccountAim 2 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=762b8266ea4aa75b701b34048a14efcf19618b4e6c9b97ddca0a2dd12fb0229c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faccountaim%2F&secure%5Burl_type%5D=linkedin_company_website) 26 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 55% Medium, 45% Small #### What Do G2 Reviewers Say About AccountAim? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of AccountAim, which enhances productivity and streamlines account management significantly. - Users find **AccountAim saves 1-2 hours daily** , enhancing productivity and allowing for more personalized outreach. - Users highlight the **efficiency** of AccountAim, saving time and boosting productivity in managing accounts and outreach. - Users appreciate the **efficient lead generation** of AccountAim, saving time for personalized outreach and increased response rates. - Users value the **efficient Salesforce integration** of AccountAim, transforming their productivity by simplifying account selection and outreach. ##### Cons - Users desire additional **features like LinkedIn integration** to enhance data points and improve workflow in AccountAim. - Users wish for a **LinkedIn integration** to enhance data points, improving the overall functionality of AccountAim. - Users find **dashboard issues** due to limited visualization options, impacting ease of interpreting their data. - Users notice **data inaccuracies** in AccountAim, leading to poor account recommendations and prompting necessary CRM updates. - Users desire better **filter integration** from LinkedIn to enhance their AccountAim experience and workflow efficiency. #### What Are Recent G2 Reviews of AccountAim? **["Helped me ramp really quickly"](https://www.g2.com/survey_responses/accountaim-review-10398090)** **Rating:** 5.0/5.0 stars _— Clare M._ [Read full review](https://www.g2.com/survey_responses/accountaim-review-10398090) **["Clean GTM data with snapshots"](https://www.g2.com/survey_responses/accountaim-review-10379752)** **Rating:** 5.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/accountaim-review-10379752) [ InfiniGrow ](https://www.g2.com/products/infinigrow/reviews) By [InfiniGrow](https://www.g2.com/sellers/infinigrow) [ 4.7/5(54) ](https://www.g2.com/products/infinigrow/reviews) What do users say? Users consistently praise the product for its intuitive interface and comprehensive insights into marketing performance, allowing teams to easily track the impact of campaigns on revenue. The platform Pros and Cons [ Analytics (18) ](https://www.g2.com/products/infinigrow/reviews?qs=pros-and-cons)[ Learning Curve (9) ](https://www.g2.com/products/infinigrow/reviews?qs=pros-and-cons) ### [InfiniGrow](https://www.g2.com/products/infinigrow/reviews) InfiniGrow is an AI-driven revenue marketing platform that provides a unified attribution, forecasting, and planning solution to help B2B marketers become revenue leaders. InfiniGrow's platform helps B2B SaaS marketing teams uncover the business impact of any marketing activity, forecast the results of any budget scenario, and continuously hit their KPIs by optimizing their budget allocation towards the best-performing channels. In today's agile marketing landscape, B2B marketers are faced with increasing challenges as they attempt to make their marketing more predictable, measurable, and revenue-driven. InfiniGrow automatically consolidates and analyzes your live Marketing, Sales, and financial data to uncover the exact business impact of your activities, and provides clear visibility and AI-driven recommendations to better allocate your budget so you can continuously hit your KPIs. **Average Rating:** 4.7/5.0 **Total Reviews:** 54 #### How Do G2 Users Rate InfiniGrow? - **Ease of Use:** 8.3/10 (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 InfiniGrow? - **Seller:** [InfiniGrow](https://www.g2.com/sellers/infinigrow) - **Year Founded:** 2017 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @InfiniGrow 150 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=073bcef639cc5d8be3eef1e83775c293531ceea25721af0eba4362b94adc98e0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10047845%2F&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 93% Medium, 7% Small #### What Do G2 Reviewers Say About InfiniGrow? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **intuitive analytics** of InfiniGrow, offering structured insights and streamlined data for informed decision-making. - Users value the **attribution accuracy** of InfiniGrow, highlighting its effectiveness in demonstrating the impact of events on revenue. - Users value the **intuitive platform and exceptional customer support** of InfiniGrow, enhancing their data-driven decision-making. - Users value the **exceptional customer service** of InfiniGrow, particularly appreciating prompt assistance and tailored reporting improvements. - Users appreciate the **insightful reporting** of InfiniGrow, enabling comprehensive understanding and optimization of their campaigns. ##### Cons - Users note a challenging **learning curve** with InfiniGrow, requiring time and adaptation to fully utilize its features. - Users find the **learning difficulty** of InfiniGrow challenging initially, though support is available to ease the process. - Users find **filtering navigation issues** occasionally frustrating, especially when scrolling down becomes difficult during use. - Users find it challenging to navigate **filtering problems** that affect usability and clarity in Infinigrow. - Users find the **interface not intuitive** , often requiring assistance and time to fully capitalize on the platform's capabilities. #### What Are Recent G2 Reviews of InfiniGrow? **["InfiniGrow Brings Clarity and Confidence to Event ROI"](https://www.g2.com/survey_responses/infinigrow-review-11603572)** **Rating:** 4.5/5.0 stars _— Alison B._ [Read full review](https://www.g2.com/survey_responses/infinigrow-review-11603572) **["Powerful Attribution Tool"](https://www.g2.com/survey_responses/infinigrow-review-11393593)** **Rating:** 5.0/5.0 stars _— Marc B._ [Read full review](https://www.g2.com/survey_responses/infinigrow-review-11393593) #### What Are G2 Users Discussing About InfiniGrow? - [What is InfiniGrow used for?](https://www.g2.com/discussions/what-is-infinigrow-used-for) [ RevSure ](https://www.g2.com/products/revsure-ai-revsure/reviews) By [RevSure.ai](https://www.g2.com/sellers/revsure-ai) [ 4.7/5(48) ](https://www.g2.com/products/revsure-ai-revsure/reviews) What do users say? Users consistently praise the exceptional customer support provided by RevSure, highlighting the team's responsiveness and expertise in guiding them through the platform. Many appreciate the visibilit Pros and Cons [ Customer Support (12) ](https://www.g2.com/products/revsure-ai-revsure/reviews?qs=pros-and-cons)[ Learning Curve (7) ](https://www.g2.com/products/revsure-ai-revsure/reviews?qs=pros-and-cons) ### [RevSure](https://www.g2.com/products/revsure-ai-revsure/reviews) RevSure is the only enterprise-scale context layer and AI brain for B2B GTM across Sales, Marketing, and Customer Success. It unifies data, intelligence, and signals across 20+ siloed tools and 7+ handoffs, from first touch to closed-won and beyond, so agents, whether RevSure’s, our customers’, or third-party, can execute autonomous and coordinated actions across the full funnel. Until now, revenue has been run by humans, and the tools have been built for humans. The future is revenue that runs itself, with agents handling demand generation, pipeline generation, pipeline conversion, expansion, and the handoffs between them. Without a common brain like RevSure to harmonize the fragmented GTM tool ecosystem, more agents will only create more noise. **Average Rating:** 4.7/5.0 **Total Reviews:** 48 #### How Do G2 Users Rate RevSure? - **Ease of Use:** 8.0/10 (Category avg: 9.0/10) - **Data Segmentation:** 9.4/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.3/10 (Category avg: 8.3/10) - **Account Engagement:** 9.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind RevSure? - **Seller:** [RevSure.ai](https://www.g2.com/sellers/revsure-ai) - **Company Website:** www.revsure.ai - **Year Founded:** 2021 - **HQ Location:** Wilmington, US - **Twitter:** @RevSure 83 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e8f9b23d8f81749a64094cc5ea2a2de8dbcd954fa5287bc52135e68ad267184c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevsureai%2F%3ForiginalSubdomain%3Din&secure%5Burl_type%5D=linkedin_company_website) 83 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 73% Medium, 17% Large #### What Do G2 Reviewers Say About RevSure? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **exceptional customer support** from RevSure, enhancing their experience and partnership significantly. - Users value the **insightful analytics** provided by RevSure, enhancing their campaign performance and data-driven decisions. - Users commend RevSure for its **exceptional customer support** and seamless adaptability to business growth and needs. - Users value the **critical insights** RevSure provides for marketing attribution and pipeline performance, enhancing data-driven decision-making. - Users commend the **ease of use** of RevSure, highlighting its adaptability and simplicity in tracking multi-channel data. ##### Cons - Users experience a **steep learning curve** with RevSure, but it becomes simpler with some time and guidance. - Users find RevSure's interface a bit **complex** , making navigation and report building overwhelming despite excellent support. - Users often face **filtering issues** that complicate data accuracy, requiring additional review and understanding. - Users find **inadequate reporting** options in RevSure, making data analysis and report building a daunting task. - Users find RevSure's interface **not intuitive** , making navigation and report building daunting without extensive training. #### What Are Recent G2 Reviews of RevSure? **["RevSure Delivers Powerful Multi-Touch Attribution, Custom Reporting, and Stellar Support"](https://www.g2.com/survey_responses/revsure-review-13117108)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/revsure-review-13117108) **["Powerful Funnel-to-Revenue Visibility, Backed by an Outstanding Customer Success Team"](https://www.g2.com/survey_responses/revsure-review-13161917)** **Rating:** 5.0/5.0 stars _— Vanessa R._ [Read full review](https://www.g2.com/survey_responses/revsure-review-13161917) [ Creatio ](https://www.g2.com/products/creatio/reviews) By [Creatio](https://www.g2.com/sellers/creatio) [ 4.6/5(359) ](https://www.g2.com/products/creatio/reviews) What do users say? Users consistently praise the platform's flexibility and ease of use, highlighting its low-code capabilities that allow for rapid customization and workflow automation. Many appreciate how it streamli Pros and Cons [ Ease of Use (32) ](https://www.g2.com/products/creatio/reviews?qs=pros-and-cons)[ Learning Curve (10) ](https://www.g2.com/products/creatio/reviews?qs=pros-and-cons) ### [Creatio](https://www.g2.com/products/creatio/reviews) 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 850 employees across ten offices in 25 countries, 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:** 315 #### How Do G2 Users Rate Creatio? - **Ease of Use:** 9.0/10 (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? - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio\_Global 3,977 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8659c9aedce2bb0b992997a4038d075e8fa99899c384b7d6b36d9fb77101d8c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcreatioglobal%2F&secure%5Burl_type%5D=linkedin_company_website) 1,150 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small, 42% Medium #### What Do G2 Reviewers Say About Creatio? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs. - Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs. - Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs. - Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency. - Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs. ##### Cons - Users find the **learning curve steep** , often needing training and support to effectively use Creatio. - Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options. - Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality. - Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs. - Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads. #### What Are Recent G2 Reviews of Creatio? **["Empowers Customer Focus with Flexible, Bank-Ready Workflows"](https://www.g2.com/survey_responses/creatio-review-12953782)** **Rating:** 4.5/5.0 stars _— Tanner W._ [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) **["Quick Setup, No-Code Magic, But ALM Needs Improvement"](https://www.g2.com/survey_responses/creatio-review-12953072)** **Rating:** 5.0/5.0 stars _— Jarema P._ [Read full review](https://www.g2.com/survey_responses/creatio-review-12953072) #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment [ Lative ](https://www.g2.com/products/lative/reviews) By [Lative](https://www.g2.com/sellers/lative) [ 4.8/5(20) ](https://www.g2.com/products/lative/reviews) What do users say? Users consistently praise the product for its ease of use and responsive customer support, which facilitate smooth integration and onboarding. Many appreciate how it provides valuable insights into sa Pros and Cons [ Customer Support (8) ](https://www.g2.com/products/lative/reviews?qs=pros-and-cons)[ Learning Curve (2) ](https://www.g2.com/products/lative/reviews?qs=pros-and-cons) ### [Lative](https://www.g2.com/products/lative/reviews) Lative is an advanced sales planning and decision intelligence platform designed to help companies meet their revenue objectives in the most profitable and efficient way. By providing real-time insights, automation, and deep analytics, we empower revenue leaders to optimize performance, reduce inefficiencies, and confidently scale their organizations. Why we exist: Sales teams today face increasing pressure to hit ambitious targets while navigating complex markets, evolving customer needs, and economic uncertainty. Traditional planning methods—reliant on spreadsheets, static forecasts, and fragmented data—can’t keep up. At Lative, our mission is simple: we help companies achieve their sales goals profitably and efficiently by enabling them to make better, data-driven decisions. We believe go-to-market leaders should have full visibility into their sales performance and productivity in real-time, without the bottlenecks of manual data aggregation or siloed reporting. How does Lative help? We bring clarity and efficiency to sales planning and execution with four core capabilities: Analyze – Gain continuous, granular insights into sales performance, productivity, and efficiency across the entire revenue organization. Identify areas for improvement and take action before problems impact your bottom line. Plan – Automate bottom-up capacity planning with dynamic what-if scenarios that allow you to optimize hiring, resource allocation, and revenue goals for both short-term and long-term success. Track – Bridge the gap between top-down strategic planning and real-time operational execution by identifying risks and opportunities as they emerge. Integrate – Consolidate data from 150+ sources, breaking down silos and providing a single source of truth for revenue planning and execution. The Lative Advantage Lative enables revenue leaders to confidently answer the most critical sales strategy questions: Will we hit our number? How will we get there? Can we do it profitably? With Lative, you have the insights needed to optimize capacity, align resources strategically, and make data-driven decisions that drive sustainable growth. We’re more than just a software solution—we’re a partner in your success, helping you transform sales planning from reactive to proactive. Leading companies including Avalara, Aiven, Benchling, Oneflow, PopMenu, Version 1, and Wiz rely on Lative to drive profitable, efficient growth and hit their targets with confidence and precision. Whether you’re scaling a high-growth startup or optimizing an established sales organization, Lative provides the intelligence you need to stay ahead of the competition. **Average Rating:** 4.8/5.0 **Total Reviews:** 20 #### How Do G2 Users Rate Lative? - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Data Segmentation:** 6.7/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 6.7/10 (Category avg: 8.3/10) - **Account Engagement:** 6.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Lative? - **Seller:** [Lative](https://www.g2.com/sellers/lative) - **Company Website:** lative.io - **HQ Location:** Dublin, IE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e949e2f3dec0512cae3ff61e6bd717cd72773b18f8b962d176adc1bde8cf8cb5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flative-limited&secure%5Burl_type%5D=linkedin_company_website) 44 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 50% Medium, 30% Large #### What Do G2 Reviewers Say About Lative? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **responsive customer support** of Lative, ensuring a smooth onboarding and customization experience. - Users appreciate the **ease of use** of Lative, enjoying smooth setups and responsive support for efficient planning. - Users value the **centralized planning** of Lative, which enhances efficiency and supports better decision-making in RevOps. - Users appreciate Lative's **analytics capabilities** , enhancing sales performance tracking and facilitating informed decision-making. - Users appreciate the **easy setup** of Lative, enabling smooth onboarding and efficient performance analysis. ##### Cons - Users find the **learning curve** challenging for advanced features, suggesting a need for a guided setup tool. - Users desire a **pipeline coverage forecasting module** and feel additional features would enhance Lative's functionality. - Users face **slow updates** due to integration challenges, delaying implementation and impacting overall functionality. - Users find the **steep learning curve** challenging, especially with advanced modeling and navigating the interface quickly. - Users express a desire for more **configuration options for admins** , hoping for improved autonomy in system management. #### What Are Recent G2 Reviews of Lative? **["Revolutionizes Scenario Planning and Data Centralization"](https://www.g2.com/survey_responses/lative-review-12374945)** **Rating:** 5.0/5.0 stars _— Krishnaswaroop B._ [Read full review](https://www.g2.com/survey_responses/lative-review-12374945) **["More efficiency planning combined with improved insights = better alignment"](https://www.g2.com/survey_responses/lative-review-12296514)** **Rating:** 5.0/5.0 stars _— Adrien D._ [Read full review](https://www.g2.com/survey_responses/lative-review-12296514) [ Nektar.ai ](https://www.g2.com/products/nektar-ai/reviews) By [Nektar.ai](https://www.g2.com/sellers/nektar-ai) [ 4.7/5(47) ](https://www.g2.com/products/nektar-ai/reviews) What do users say? Users consistently praise Nektar.ai for its seamless automation of activity tracking, which significantly reduces manual data entry and enhances CRM accuracy. The tool's ability to capture and sync da Pros and Cons [ Ease of Use (15) ](https://www.g2.com/products/nektar-ai/reviews?qs=pros-and-cons)[ Limitations (4) ](https://www.g2.com/products/nektar-ai/reviews?qs=pros-and-cons) ### [Nektar.ai](https://www.g2.com/products/nektar-ai/reviews) Nektar is the GTM telemetry platform that automatically captures every customer interaction and delivers clean data to your CRM, data warehouse, and AI applications, with zero manual entry or adoption friction. Unlike tools that lock your data in proprietary interfaces, Nektar acts as revenue signals infrastructure: capturing emails, meetings, calls, and Slack, then piping structured intelligence into Salesforce, Snowflake, Claude, and your entire stack. Management teams get unmatched visibility into frontline activities to optimize execution across the revenue funnel. Leadership teams get reliable and granular insights to build a data-driven revenue strategy. Revenue operation teams get accurate and complete data to modify GTM processes that enable greater win rates. Deploy in 2 weeks with historical backfill. No UI. No change management. Enterprise-grade security **Average Rating:** 4.7/5.0 **Total Reviews:** 47 #### How Do G2 Users Rate Nektar.ai? - **Ease of Use:** 8.7/10 (Category avg: 9.0/10) - **Data Segmentation:** 7.4/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.3/10 (Category avg: 8.3/10) - **Account Engagement:** 8.2/10 (Category avg: 8.7/10) #### Who Is the Company Behind Nektar.ai? - **Seller:** [Nektar.ai](https://www.g2.com/sellers/nektar-ai) - **Year Founded:** 2020 - **HQ Location:** San Francisco, California - **Twitter:** @AiNektar 218 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a1607a76d076697d7e6a857185c37477424ef93f49757f6e4b31d801a8526f3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F66326632&secure%5Burl_type%5D=linkedin_company_website) 53 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 87% Medium, 9% Small #### What Do G2 Reviewers Say About Nektar.ai? _AI-generated summary from verified user reviews_ ##### Pros - Users find Nektar.ai remarkably **easy to use** , enabling streamlined integration and minimal maintenance for efficient workflows. - Users appreciate the **responsive customer support** from Nektar.ai, enhancing their overall experience and tool implementation. - Users appreciate Nektar.ai's **proactive support** and seamless integration, enhancing their experience and productivity significantly. - Users value the **efficiency** of Nektar.ai, which saves time and minimizes ongoing maintenance for better productivity. - Users commend the **seamless Salesforce integration** of Nektar.ai, enhancing data clarity and providing excellent support. ##### Cons - Users find the lack of a **comprehensive admin portal** limits functionality and usability, necessitating support intervention. - Users find the **limited customization options** in Nektar.ai restrictive, hindering tailored insights for their business needs. - Users find the **admin challenges** with Nektar.ai, citing a lack of autonomy and needed features. - Users experience **CRM integration hiccups** that hinder effective customization and usability of insights within Nektar.ai. - Users face **management issues** with Nektar.ai due to limited insights and lack of a customer-facing interface. #### What Are Recent G2 Reviews of Nektar.ai? **["Nektar.ai: Fully Automated Activity Logging with High Matching Accuracy"](https://www.g2.com/survey_responses/nektar-ai-review-13086860)** **Rating:** 5.0/5.0 stars _— Pankaj G._ [Read full review](https://www.g2.com/survey_responses/nektar-ai-review-13086860) **["Effortless CRM Activity Tracking with Stellar Support"](https://www.g2.com/survey_responses/nektar-ai-review-12543756)** **Rating:** 4.5/5.0 stars _— Mike L._ [Read full review](https://www.g2.com/survey_responses/nektar-ai-review-12543756) [ Collective[i] ](https://www.g2.com/products/collective-i/reviews) By [Collective[i]](https://www.g2.com/sellers/collective-i) [ 4.9/5(23) ](https://www.g2.com/products/collective-i/reviews) What do users say? Users consistently praise the ease of use and real-time insights provided by Collective[i], which significantly enhance sales productivity and collaboration. The platform's ability to automate data lo Pros and Cons [ Accuracy (1) ](https://www.g2.com/products/collective-i/reviews?qs=pros-and-cons) ### [Collective[i]](https://www.g2.com/products/collective-i/reviews) Collective[i] generates intelligence that helps businesses thrive and expand economic opportunity assisted by advanced AI. Collective[i]’s model leverages artificial intelligence to predict economic outcomes and surface insights to forecast, manage, and grow enterprise revenue. The technology was developed by an exceptional team of engineers, entrepreneurs, and data scientists supported by an A-list set of advisors that include the former Vice Chair of the Federal Reserve, senior executives from Google, MySQL, Comcast, NewsCorp, and Tesla; as well as leading economists and AI researchers from NYU, Stanford, MIT, Columbia, and Harvard Business School. Collective[i]’s mission is to fuel global prosperity through shared intelligence and human connection. The company’s initial applications (Intelligent WriteBack™, C[i] for Sales™, and intelligence.com®) improve CRM data quality, optimize sales, and enable people to unlock the value from existing personal and professional relationships. Collective[i] applications and agents enable users to forecast revenue, surface valuable professional connections, analyze the impact of emerging economic patterns on their businesses, do research, and access actionable recommendations that span sales, supply chain, and strategic growth initiatives, ultimately transforming business to operate with the speed and precision required to compete in an AI-first world. For more information, visit www.collectivei.com. **Average Rating:** 4.9/5.0 **Total Reviews:** 18 #### How Do G2 Users Rate Collective[i]? - **Ease of Use:** 9.8/10 (Category avg: 9.0/10) #### Who Is the Company Behind Collective[i]? - **Seller:** [Collective[i]](https://www.g2.com/sellers/collective-i) - **Year Founded:** 2008 - **HQ Location:** New York, New York - **Twitter:** @collectivei 1,339 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b9601c16def61616af2cf29ced88ef3dfb33e8fb2156959e46e5fd80de7f81f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2412659%2F&secure%5Burl_type%5D=linkedin_company_website) 47 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 48% Small, 30% Medium #### What Do G2 Reviewers Say About Collective[i]? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **pipeline accuracy** of Collective[i], which has greatly enhanced sales execution through AI-driven insights. - Users value the **accuracy of information** provided by Collective[i], enhancing sales forecasting and execution effectively. - Users love how **automation transforms sales operations** with seamless data capture and AI-driven insights for better execution. - Users appreciate the **seamless CRM integration** of Collective[i], enhancing sales execution and improving pipeline accuracy significantly. - Users value the **seamless customizability** of Collective[i], enhancing their sales processes through integration with existing tools. #### What Are Recent G2 Reviews of Collective[i]? **["Once you have used Collective[i], you will never go back."](https://www.g2.com/survey_responses/collective-i-review-1234173)** **Rating:** 5.0/5.0 stars _— Megan B._ [Read full review](https://www.g2.com/survey_responses/collective-i-review-1234173) **["Game-Changer for AI-Powered Sales Execution"](https://www.g2.com/survey_responses/collective-i-review-10837204)** **Rating:** 5.0/5.0 stars _— Kristin A._ [Read full review](https://www.g2.com/survey_responses/collective-i-review-10837204) #### What Are G2 Users Discussing About Collective[i]? - [What is Collective[i] used for?](https://www.g2.com/discussions/what-is-collective-i-used-for) [ Terret.ai ](https://www.g2.com/products/terret-ai/reviews) By [Terret](https://www.g2.com/sellers/terret) [ 4.4/5(615) ](https://www.g2.com/products/terret-ai/reviews) What do users say? Users consistently praise the ease of use and seamless integration with Salesforce, which simplifies forecasting and pipeline management. The intuitive interface allows for quick updates and clear vis Pros and Cons [ Forecasting Ease (31) ](https://www.g2.com/products/terret-ai/reviews?qs=pros-and-cons)[ Salesforce Integration (31) ](https://www.g2.com/products/terret-ai/reviews?qs=pros-and-cons) ### [Terret.ai](https://www.g2.com/products/terret-ai/reviews) 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 revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret. **Average Rating:** 4.4/5.0 **Total Reviews:** 611 #### How Do G2 Users Rate Terret.ai? - **Ease of Use:** 8.8/10 (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:** 8.1/10 (Category avg: 8.7/10) #### Who Is the Company Behind Terret.ai? - **Seller:** [Terret](https://www.g2.com/sellers/terret) - **Company Website:** terret.ai - **Year Founded:** 2018 - **HQ Location:** Santa Clara, CA - **Twitter:** @terret\_ai - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=94ae1027234f4bb9aefbe9a4102ee6b78de305826e6ed147f8eb12bbdc62a314&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboostup-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 50 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 64% Medium, 32% Large #### What Do G2 Reviewers Say About Terret.ai? _AI-generated summary from verified user reviews_ ##### Pros - Users find **forecasting easy** with Terret.ai, enjoying seamless integration and clear visibility of their renewals and opportunities. - Users appreciate the **powerful analytics** of Terret.ai, enhancing decision-making through quick and customizable dashboard insights. - Users value the **efficiency** of Terret.ai, greatly improving productivity and simplifying pipeline management for their companies. - Users appreciate the **easy access** to comprehensive business insights through a single, well-organized dashboard. - Users value the **seamless integration with SFDC** , enhancing efficiency in updating records and forecasting. ##### Cons - Users experience **connection issues with Salesforce** , leading to lags and difficulties in data refresh rates. - Users experience **integration issues** with Salesforce that complicate syncing and updating data, impacting overall user experience. - Users find **forecasting issues** with Terret.ai due to limitations in hierarchy and Salesforce data cleanliness affecting functionality. - Users find the **reporting capabilities inadequate** , highlighting a need for greater flexibility and precision in tracking forecasts. - Users note that **difficult reporting** limits flexibility and complicates tracking of forecast accuracy across currencies and categories. #### What Are Recent G2 Reviews of Terret.ai? **["Revolutionized Our Pipeline Management"](https://www.g2.com/survey_responses/terret-ai-review-12596787)** **Rating:** 4.0/5.0 stars _— Kody E._ [Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787) **["Boostup is a great tool to have everything in one place! Love it"](https://www.g2.com/survey_responses/terret-ai-review-8403565)** **Rating:** 5.0/5.0 stars _— Ronny B._ [Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565) #### What Are G2 Users Discussing About Terret.ai? - [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for) [ Revenue.io ](https://www.g2.com/products/revenue-io/reviews) By [Revenue.io](https://www.g2.com/sellers/revenue-io) [ 4.7/5(579) ](https://www.g2.com/products/revenue-io/reviews) What do users say? Users consistently praise the seamless Salesforce integration and intuitive user interface of Revenue.io, which significantly enhances their sales workflows. The platform's ability to automate call lo Pros and Cons [ Customer Support (32) ](https://www.g2.com/products/revenue-io/reviews?qs=pros-and-cons)[ Call Issues (10) ](https://www.g2.com/products/revenue-io/reviews?qs=pros-and-cons) ### [Revenue.io](https://www.g2.com/products/revenue-io/reviews) Revenue.io is a Salesforce-native revenue platform that unifies sales engagement, sales dialer, conversation intelligence, sales enablement, revenue intelligence, and real-time coaching in a single system. Unlike standalone tools that sit outside the CRM and sync data back later, Revenue.io operates directly inside Salesforce. Every call, email, meeting, and engagement signal is captured and recorded in the CRM in real time. The platform is designed to improve sales execution while preserving Salesforce as the system of record. Learn more at www.revenue.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 570 #### How Do G2 Users Rate Revenue.io? - **Ease of Use:** 9.3/10 (Category avg: 9.0/10) - **Data Segmentation:** 9.8/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.4/10 (Category avg: 8.3/10) - **Account Engagement:** 9.2/10 (Category avg: 8.7/10) #### Who Is the Company Behind Revenue.io? - **Seller:** [Revenue.io](https://www.g2.com/sellers/revenue-io) - **Year Founded:** 2012 - **HQ Location:** Los Angeles, CA - **Twitter:** @revenue\_io 4,277 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b404a0f03710cafe3c17b2b174bc161c987bd00d9d9b1a15a504eeef1f23cdfc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2625815%2F&secure%5Burl_type%5D=linkedin_company_website) 102 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Service Representative, Account Executive - **Top Industries:** Computer Software, Financial Services - **Company Size:** 59% Medium, 22% Small #### What Do G2 Reviewers Say About Revenue.io? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **exceptional customer support** from Revenue.io, delivering fast, friendly, and effective assistance whenever needed. - Users find Revenue.io **very easy to use and intuitive** , streamlining workflows and enhancing team productivity effortlessly. - Users commend the **exceptional support** from Revenue.io, with responsive, friendly assistance enhancing their experience significantly. - Users highlight the **easy setup process** with Revenue.io, enjoying seamless implementation and exceptional support from the team. - Users value the **seamless Salesforce integration** , which enhances efficiency and minimizes admin work in sales operations. ##### Cons - Users experience **call issues** like headset disconnections and challenges tracking call history, affecting usability during meetings. - Users desire **missing advanced features** in Revenue.io, including AI enhancements and better support communication options. - Users find the **limited features** of Revenue.io restrict their integration options and overall mobile experience. - Users face **connection issues** with Revenue.io, experiencing dropped calls and unreliable mobile functionality. - Users experience **dialer issues** , such as trouble locating calls and tracking recent contacts efficiently. #### What Are Recent G2 Reviews of Revenue.io? **["Effortless Sales Automation with Salesforce Integration"](https://www.g2.com/survey_responses/revenue-io-review-12801480)** **Rating:** 4.5/5.0 stars _— Alex M._ [Read full review](https://www.g2.com/survey_responses/revenue-io-review-12801480) **["Empowers Sales with Easy Call Review and Coaching"](https://www.g2.com/survey_responses/revenue-io-review-13020882)** **Rating:** 5.0/5.0 stars _— Angelique G._ [Read full review](https://www.g2.com/survey_responses/revenue-io-review-13020882) #### What Are G2 Users Discussing About Revenue.io? - [What is Revenue.io used for?](https://www.g2.com/discussions/revenue-io-what-is-revenue-io-used-for) - [What is Revenue.io used for?](https://www.g2.com/discussions/what-is-revenue-io-used-for) [ Membrain ](https://www.g2.com/products/membrain/reviews) By [Membrain](https://www.g2.com/sellers/membrain) [ 4.6/5(224) ](https://www.g2.com/products/membrain/reviews) What do users say? Users consistently praise Membrain for its intuitive design and customizability, which allows them to tailor the CRM to their specific sales processes. The platform's ease of use and excellent custome Pros and Cons [ Ease of Use (26) ](https://www.g2.com/products/membrain/reviews?qs=pros-and-cons)[ Missing Features (11) ](https://www.g2.com/products/membrain/reviews?qs=pros-and-cons) ### [Membrain](https://www.g2.com/products/membrain/reviews) 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 the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape. **Average Rating:** 4.6/5.0 **Total Reviews:** 211 #### How Do G2 Users Rate Membrain? - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) #### Who Is the Company Behind Membrain? - **Seller:** [Membrain](https://www.g2.com/sellers/membrain) - **Company Website:** www.membrain.com - **Year Founded:** 2012 - **HQ Location:** Stockholm, Sweden - **Twitter:** @membrain\_com 1,990 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=128b954648ec1b164dbc033fcc0dccbfbfa8433c867edbf8fd31c3b7cf80f8da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmembraincom%2F&secure%5Burl_type%5D=linkedin_company_website) 39 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small, 34% Medium #### What Do G2 Reviewers Say About Membrain? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** in Membrain, noting its intuitive structure and seamless team adoption. - Users value the **highly customizable features** of Membrain, enhancing their efficiency in managing prospects and pipelines. - Users value the **hands-on support** from Membrain, appreciating their commitment to helping with software adoption and success. - Users appreciate the **prompt and helpful customer support** from Membrain, enhancing their overall experience and satisfaction. - Users appreciate the **high customizability** of Membrain, enabling tailored workflows that enhance productivity and organization. ##### Cons - Users note that the **missing features** in Membrain, like better email formatting and calendar usability, hinder productivity. - Users find the **steep learning curve** of Membrain challenging initially, though it offers robust features once mastered. - Users find the **incomplete information** challenging, making it difficult to locate essential features and resources effectively. - Users desire more **features and customization** in Membrain, especially for graphs and email formatting options. - Users experience **dashboard issues** with limited customization options and difficulties in exporting historical data effectively. #### What Are Recent G2 Reviews of Membrain? **["Membrain user for an Internal Sales role."](https://www.g2.com/survey_responses/membrain-review-10736226)** **Rating:** 4.0/5.0 stars _— Moises B._ [Read full review](https://www.g2.com/survey_responses/membrain-review-10736226) **["Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization"](https://www.g2.com/survey_responses/membrain-review-12622325)** **Rating:** 4.5/5.0 stars _— Chris W._ [Read full review](https://www.g2.com/survey_responses/membrain-review-12622325) #### What Are G2 Users Discussing About Membrain? - [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments [ Mediafly ](https://www.g2.com/products/mediafly/reviews) By [Mediafly, Inc](https://www.g2.com/sellers/mediafly-inc) [ 4.4/5(1,343) ](https://www.g2.com/products/mediafly/reviews) What do users say? Users consistently praise the product for its ease of use and powerful insights that enhance client engagement and streamline information sharing. The intuitive interface allows for quick access to do Pros and Cons [ Ease of Use (27) ](https://www.g2.com/products/mediafly/reviews?qs=pros-and-cons)[ Missing Features (7) ](https://www.g2.com/products/mediafly/reviews?qs=pros-and-cons) ### [Mediafly](https://www.g2.com/products/mediafly/reviews) 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? - **Seller:** [Mediafly, Inc](https://www.g2.com/sellers/mediafly-inc) - **Year Founded:** 2006 - **HQ Location:** Chicago, IL - **Twitter:** @Mediafly 2,543 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8c18f14d4519652b2b2b5b4d5eeda1b4f241b3e6df5a213be37ea61daa518c6a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1468444%2F&secure%5Burl_type%5D=linkedin_company_website) 138 employees on LinkedIn® #### 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 find Mediafly's **ease of use** invaluable, allowing quick access and organization of sales tools effortlessly. - Users find Mediafly to be **extremely helpful** for sharing information and tracking client engagement effectively. - Users value the **sharing ease** of Mediafly, facilitating secure information dispersal and tracking customer engagement effectively. - Users value the **easy sharing** of documents and insights, streamlining collaboration and improving client engagement. - Users love the **clean and intuitive user interface** of Mediafly, enhancing their data monitoring and reporting capabilities. ##### Cons - Users find the **missing features** in Mediafly limiting, lacking customization options and flexibility in analytics and search functions. - Users note a **steep learning curve** with Mediafly, making initial navigation and usability frustrating and inconsistent. - Users find the **navigation unintuitive** , struggling with the interface and search functionality across different platforms. - Users experience **slow loading** times for uploads and document openings, impacting overall efficiency and satisfaction. - Users are frustrated with the **slow performance** of Mediafly, particularly in file processing and document opening times. #### What Are Recent G2 Reviews of Mediafly? **["Sharing with clients made easy"](https://www.g2.com/survey_responses/mediafly-review-10761880)** **Rating:** 4.0/5.0 stars _— Katie B._ [Read full review](https://www.g2.com/survey_responses/mediafly-review-10761880) **["I love Mediafly for Easy Sales!"](https://www.g2.com/survey_responses/mediafly-review-10282198)** **Rating:** 5.0/5.0 stars _— Jen R._ [Read full review](https://www.g2.com/survey_responses/mediafly-review-10282198) [ Salesloft ](https://www.g2.com/products/salesloft/reviews) By [Salesloft](https://www.g2.com/sellers/salesloft) [ 4.5/5(4,287) ](https://www.g2.com/products/salesloft/reviews) What do users say? Users consistently praise the ease of use and effective organization of Salesloft, highlighting its ability to streamline outreach and manage sales activities efficiently. The platform's integration w Pros and Cons [ Ease of Use (256) ](https://www.g2.com/products/salesloft/reviews?qs=pros-and-cons)[ Call Issues (164) ](https://www.g2.com/products/salesloft/reviews?qs=pros-and-cons) ### [Salesloft](https://www.g2.com/products/salesloft/reviews) 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:** 4.5/5.0 **Total Reviews:** 4,153 #### How Do G2 Users Rate Salesloft? - **Ease of Use:** 8.8/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.5/10 (Category avg: 8.3/10) - **Account Engagement:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Salesloft? - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft 18,437 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website) 1,097 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:** 56% Medium, 23% Small #### What Do G2 Reviewers Say About Salesloft? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Salesloft, enhancing their daily selling experience with a simple, organized interface. - Users value the **seamless integration** with Salesforce, enhancing outreach efficiency and organization across teams. - Users appreciate the **email tracking features** for easily measuring open rates and managing tasks efficiently. - Users appreciate the **easy tracking** features of Salesloft, enhancing their efficiency in managing outreach campaigns. - Users find Salesloft **extremely helpful** in managing pipelines and measuring engagement through open rates and templates. ##### Cons - Users experience **call issues** with Salesloft, finding the app misaligned during calls and support inconsistent. - Users experience **integration issues** with Salesloft, particularly with HubSpot and other platforms, affecting efficiency. - Users find the **learning curve steep** , making initial use of Salesloft challenging and somewhat overwhelming. - Users highlight the **limited features** of Salesloft, expressing a desire for enhanced integrations and customization options. - Users feel Salesloft is missing **key features** like an auto-dialer and domain rotation, hindering productivity and email deliverability. #### What Are Recent G2 Reviews of Salesloft? **["Easy-to-Use Cadences and Automation That Boost SDR Efficiency"](https://www.g2.com/survey_responses/salesloft-review-12625459)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/salesloft-review-12625459) **["Boosts Sales Execution with Structured Cadences and CRM-Integrated Insights"](https://www.g2.com/survey_responses/salesloft-review-12628860)** **Rating:** 4.0/5.0 stars _— Harrison P._ [Read full review](https://www.g2.com/survey_responses/salesloft-review-12628860) #### What Are G2 Users Discussing About Salesloft? - [What innovative strategies are sales teams adopting with Salesloft to enhance customer engagement and sales effectiveness?](https://www.g2.com/discussions/what-innovative-strategies-are-sales-teams-adopting-with-salesloft-to-enhance-customer-engagement-and-sales-effectiveness) - [How is Salesloft being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-salesloft-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - 1 comment - [What is Salesloft used for?](https://www.g2.com/discussions/salesloft-what-is-salesloft-used-for) - 1 comment - [How much does SalesLoft cost?](https://www.g2.com/discussions/how-much-does-salesloft-cost) - [Is SalesLoft a CRM?](https://www.g2.com/discussions/is-salesloft-a-crm) - 6 comments, 1 upvote [ Airspeed (formerly Glyphic) ](https://www.g2.com/products/glyphic-airspeed/reviews) By [Airspeed](https://www.g2.com/sellers/airspeed-2026-06-25) [ 4.8/5(71) ](https://www.g2.com/products/glyphic-airspeed/reviews) What do users say? Users consistently praise the product for its time-saving capabilities and intuitive AI features, which streamline meeting management and enhance follow-up processes. Many find it invaluable for captu Pros and Cons [ Ease of Use (7) ](https://www.g2.com/products/glyphic-airspeed/reviews?qs=pros-and-cons)[ Inaccuracy (3) ](https://www.g2.com/products/glyphic-airspeed/reviews?qs=pros-and-cons) ### [Airspeed](https://www.g2.com/products/glyphic-airspeed/reviews) Airspeed is a type of B2B AI software solution designed to assist modern revenue teams in enhancing their sales processes. By leveraging artificial intelligence, Airspeed addresses the critical gap between sales activities and their execution, enabling teams to derive actionable insights from customer conversations. This innovative platform is tailored for sales representatives, managers, and revenue leaders at growing B2B companies, focusing on improving visibility, consistency, and overall deal outcomes. The primary audience for Airspeed includes sales professionals who are looking to streamline their workflows and enhance their performance through data-driven insights. The software is particularly beneficial for teams that engage in complex sales processes, where understanding customer interactions is crucial for success. By automating the capture and analysis of customer conversations throughout the sales funnel, Airspeed transforms these interactions into reliable CRM data, insights, and workflows, making it easier for teams to manage their pipelines effectively. Key features of Airspeed include an intuitive dashboard that allows users to oversee their sales pipeline, manage follow-ups, and conduct forecasting and deal close analysis. The platform provides win/loss insights that help teams understand the factors influencing their success or failure in closing deals. Additionally, Airspeed offers AI-supported coaching, which can guide sales reps in refining their approaches based on real customer feedback. The configurable AI agents adapt to a team’s specific go-to-market (GTM) strategies, ensuring that the insights generated are relevant and actionable. One of the standout benefits of Airspeed is its ability to significantly reduce the time sales teams spend on administrative tasks. By automating data entry and analysis, sales professionals can focus more on executing deals with confidence. The platform enhances data quality, minimizes manual work, and provides clear visibility into deal health and potential risks. This leads to improved forecasting accuracy, smoother transitions between team members, and a more strategic approach to selling, all driven by genuine customer interactions. Overall, Airspeed empowers sales teams to operate more efficiently and effectively in a competitive B2B landscape. **Average Rating:** 4.8/5.0 **Total Reviews:** 70 #### How Do G2 Users Rate Airspeed? - **Ease of Use:** 9.5/10 (Category avg: 9.0/10) #### Who Is the Company Behind Airspeed? - **Seller:** [Airspeed](https://www.g2.com/sellers/airspeed-2026-06-25) - **Company Website:** www.goairspeed.com - **Year Founded:** 2022 - **HQ Location:** London, GB - **Twitter:** @GlyphicAI 99 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2cd6d83accabe03dbf8e1d563f1ca73beaec90abaf8425467b99c4b4276cf94&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgo-airspeed%2F&secure%5Burl_type%5D=linkedin_company_website) 40 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 61% Medium, 37% Small #### What Do G2 Reviewers Say About Airspeed? _AI-generated summary from verified user reviews_ ##### Pros - Users find Glyphic's **ease of use** exceptional, enhancing productivity and simplifying meeting management effortlessly. - Users benefit from the **time-saving capabilities** of Glyphic, enhancing efficiency in their daily administrative tasks and meetings. - Users praise Glyphic for its **high accuracy of insights** , enhancing sales communication and overall effectiveness. - Users appreciate the **seamless integration** of Glyphic with their sales processes, boosting efficiency and engagement significantly. - Users value Glyphic for its **conversation intelligence** and actionable insights, enhancing communication and boosting sales effectiveness. ##### Cons - Users experience **inaccuracy issues** with Airspeed, particularly with transcripts and AI features affecting usability. - Users face **integration issues** with Airspeed due to limited API access and lack of detailed transcript downloads. - Users report **recording issues** with Airspeed, impacting their ability to take accurate notes during client meetings. - Users note the **AI's occasional inaccuracies** in sentiment and closing strategies, hoping for improvements with more usage. - Users find the **complexity of company tagging** in Airspeed occasionally cumbersome during calls with guests. #### What Are Recent G2 Reviews of Airspeed? **["Effortless way to build team connection"](https://www.g2.com/survey_responses/airspeed-review-13134861)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/airspeed-review-13134861) **["Lightning-Fast Transcriptions and AI Notes That Save Time"](https://www.g2.com/survey_responses/airspeed-review-13108219)** **Rating:** 5.0/5.0 stars _— Luis F._ [Read full review](https://www.g2.com/survey_responses/airspeed-review-13108219) [ Zoom Revenue Accelerator ](https://www.g2.com/products/zoom-revenue-accelerator/reviews) By [Zoom](https://www.g2.com/sellers/zoom-a5000ea1-6d30-4ab4-b591-20723189ac97) [ 4.2/5(33) ](https://www.g2.com/products/zoom-revenue-accelerator/reviews) What do users say? Users consistently praise the ease of use and actionable insights provided by Zoom Revenue Accelerator, which streamline sales processes and enhance coaching. The integration with existing tools and t Pros and Cons [ Ease of Use (7) ](https://www.g2.com/products/zoom-revenue-accelerator/reviews?qs=pros-and-cons)[ Missing Features (4) ](https://www.g2.com/products/zoom-revenue-accelerator/reviews?qs=pros-and-cons) ### [Zoom Revenue Accelerator](https://www.g2.com/products/zoom-revenue-accelerator/reviews) Zoom Revenue Accelerator (ZRA) turns customer interaction into measurable revenue impact by accelerating pipeline, improving forecast accuracy, and helping reps sell like your best. ZRA brings Revenue momentum at every stage of the sales cycle - from prospecting to engagement, through to closing - moves forward faster through connected data, automation, and AI-driven guidance. Powered by agentic AI, Zoom’s adaptive intelligence that not only analyzes but acts, ZRA transforms insights into real-time execution, all so revenue teams can connect, coach, and close with precision and speed **Average Rating:** 4.2/5.0 **Total Reviews:** 32 #### How Do G2 Users Rate Zoom Revenue Accelerator? - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Data Segmentation:** 9.2/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 6.7/10 (Category avg: 8.3/10) - **Account Engagement:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Zoom Revenue Accelerator? - **Seller:** [Zoom](https://www.g2.com/sellers/zoom-a5000ea1-6d30-4ab4-b591-20723189ac97) - **Company Website:** www.zoom.com - **Year Founded:** 2011 - **HQ Location:** San Jose, CA - **Twitter:** @zoom 1,042,714 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ea58933ffb5ea1e88769e70b1323ea336f3f35193bdf38ad87831cfc56794a9a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2532259%2F&secure%5Burl_type%5D=linkedin_company_website) 13,494 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 48% Medium, 33% Small #### What Do G2 Reviewers Say About Zoom Revenue Accelerator? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Zoom Revenue Accelerator beneficial for team collaboration and accessibility. - Users value the **AI-driven insights** of Zoom Revenue Accelerator, enhancing training and improving overall customer experiences. - Users value the **automation features** of Zoom Revenue Accelerator, significantly reducing manual effort and enhancing productivity. - Users value the **streamlined communication** offered by Zoom Revenue Accelerator, enhancing both sales presentations and workflows. - Users find the **ease of use** and seamless integration for sales engagement in Zoom Revenue Accelerator invaluable. ##### Cons - Users highlight the **lack of in-call coaching features** in Zoom Revenue Accelerator, affecting real-time support and sentiment analysis. - Users are disappointed with the **call issues** , including lack of in-call coaching and frequent technical difficulties. - Users feel there are **integration issues** with CRM systems, limiting the effectiveness of the Zoom Revenue Accelerator. - Users find the **AI limitations** of Zoom Revenue Accelerator restrictive, lacking in-call coaching and poor reporting options. - Users feel the **cost is too high** compared to alternatives, despite the value of a market leader. #### What Are Recent G2 Reviews of Zoom Revenue Accelerator? **["Seamless CRM Auto-Logging and AI Note-Taking That Fits Right Into My Workflow"](https://www.g2.com/survey_responses/zoom-revenue-accelerator-review-12963261)** **Rating:** 5.0/5.0 stars _— Salil K._ [Read full review](https://www.g2.com/survey_responses/zoom-revenue-accelerator-review-12963261) **["Easy to Use, Boosts Communication and Revenue"](https://www.g2.com/survey_responses/zoom-revenue-accelerator-review-12863474)** **Rating:** 5.0/5.0 stars _— Princess I._ [Read full review](https://www.g2.com/survey_responses/zoom-revenue-accelerator-review-12863474) - [‹ Prev‹ Prev](/categories/revenue-operations-intelligence-ro-i?order=g2_score&selected_view=grid#product-list) - [1](/categories/revenue-operations-intelligence-ro-i?order=g2_score&selected_view=grid#product-list) - 2 - [3](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=3&selected_view=grid#product-list) - [4](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=4&selected_view=grid#product-list) - [5](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=5&selected_view=grid#product-list) - [6](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=6&selected_view=grid#product-list) - … - [10](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=10&selected_view=grid#product-list) - [11](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=11&selected_view=grid#product-list) - [Next ›Next ›](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=3&selected_view=grid#product-list) Spotlight Categories [Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms) [Social Media Listening Tools](https://www.g2.com/categories/social-media-listening-tools) [Environmental Health and Safety Software](https://www.g2.com/categories/environmental-health-and-safety) [Business Process Management Software](https://www.g2.com/categories/business-process-management) [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance) Similar Categories - [CRM](/categories/crm) - [Sales Compensation](/categories/sales-compensation) - [AI Sales Assistant](/categories/ai-sales-assistant) - [Auto Dialer](/categories/auto-dialer) - [Contract Analytics](/categories/contract-analytics) - [Contract Lifecycle Management (CLM)](/categories/contract-lifecycle-management-clm) - [Contract Management](/categories/contract-management) - [Customer Revenue Optimization](/categories/customer-revenue-optimization) - [E-Signature](/categories/e-signature) - [Field Sales](/categories/field-sales) - [Other Sales](/categories/other-sales) - [Partnerships Management](/categories/partnerships-management) - [PreSales](/categories/presales) - [Quote Management](/categories/quote-management) - [Revenue AI Platforms](/categories/revenue-ai-platforms) [Browse Revenue Operations & Intelligence (RO&I) Themes](/categories/revenue-operations-intelligence-ro-i/themes) ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung") JJ Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung) Updated October 3, 2024 Revenue operations and intelligence (RO&I) software organizes prospect and customer data across various internal business systems to measure and analyze every touchpoint on the customer journey. This centralization of information provides revenue insights and more accurate sales forecasts. These solutions capture all interaction activity through various mediums to analyze the successes and failures of the buying journey and create repeatable processes to drive success. Revenue teams use this software to gain more visibility into the revenue pipeline, better manage customer accounts, and report team performance. These solutions provide insights at all levels, including contacts, deal viability, account health, and holistic revenue processes. RO&I software ultimately provides customer success, marketing, and sales teams with one single source of truth for revenue data. These solutions enable organizations to create a consistent sales process by analyzing historical data to better understand buyer behavior and engage accordingly. RO&I solutions can flag and de-escalate risky renewal deals by providing guidance on the next best steps. Some solutions provide insights into the buying group of a customer: who the key decision makers are, who has been engaged with, who hasn’t been engaged with, and how often they should be engaged with. RO&I solutions are ideally used across the entire revenue organization—reps, managers, operations, and executives—to achieve revenue growth across acquisition, retention, and expansion. RO&I software also better equips revenue leaders by leveraging actionable intelligence to monitor opportunity health and coach reps on best practices based on data rather than opinions. This software ensures that consistent and accurate data is used to make actionable decisions, breaks down information silos, identifies efficiency gaps, and provides transparency across revenue or go-to-market (GTM) teams. Some solutions that RO&I software often pulls revenue data from include [CRM software](https://www.g2.com/categories/crm), [marketing automation software](https://www.g2.com/categories/marketing-automation), [email software](https://www.g2.com/categories/email), and [conversation intelligence software](https://www.g2.com/categories/conversation-intelligence). Based on the data from these sources, RO&I software uses artificial intelligence (AI) capabilities to provide insights that enable GTM teams to operationalize their most successful behaviors, leading to greater revenue. To qualify for the Revenue Operations and Intelligence category, a product must: - Integrate with sales and marketing software to capture all interactions throughout the customer’s lifecycle across multiple channels - Leverage AI to unify customer interaction data across various business systems - Be intended for use throughout the revenue organization as the single source of truth - Analyze account engagement and provide AI-driven insights and guidance - Provide analytics and insights to enhance forecasting accuracy and pipeline management as well as enrich internal business data - Provide performance metrics on revenue KPIs Show More * * * ## How Do You Choose the Right Revenue Operations & Intelligence (RO&I) Software? ### What You Should Know About Revenue Operations Software ### Revenue Operations & Intelligence (RO&I) software buying insights at a glance [Revenue Operations & Intelligence (RO&I)](https://www.g2.com/categories/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](https://www.g2.com/categories/crm) and [sales engagement](https://www.g2.com/categories/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](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), [Gong](https://www.g2.com/products/gong/reviews), [Clari](https://www.g2.com/products/clari/reviews) and [Substrata](https://www.g2.com/products/substrata-substrata/reviews). (Source: [Grid Report](https://www.g2.com/reports/14e331e0-81d3-4feb-b3b6-63add31f9b75/preview?tab=scores)) ### What are the top-reviewed Revenue Operations & Intelligence (RO&I) on G2? [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 2,735 - Satisfaction: 100 - Market Presence: 99 - G2 Score: 100 [Gong](https://www.g2.com/products/gong/reviews) - Number of Reviews: 985 - Satisfaction: 89 - Market Presence: 73 - G2 Score: 81 [Clari](https://www.g2.com/products/clari/reviews) - Number of Reviews: 1,536 - Satisfaction: 67 - Market Presence: 66 - G2 Score: 67 [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - 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](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### 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.](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-11487120), 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.](https://www.g2.com/products/clari/reviews/clari-review-11593663), 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](https://www.g2.com/products/substrata-substrata/reviews/substrata-review-11598060)., 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.](https://www.g2.com/products/substrata-substrata/reviews/substrata-review-11739548), 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.](https://www.g2.com/products/gong/reviews/gong-review-11765285), 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](https://www.g2.com/products/revenue-grid/reviews/revenue-grid-review-9027132)., 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](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), [Gong](https://www.g2.com/products/gong/reviews), [Clari](https://www.g2.com/products/clari/reviews), and [Substrata](https://www.g2.com/products/substrata-substrata/reviews). #### 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](https://www.g2.com/products/gong/reviews) – Leading AI-driven platform for unified revenue data, insights, and automated sales workflows. - [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Comprehensive sales and revenue management, forecasting, and intelligence. - [Salesloft](https://www.g2.com/products/salesloft/reviews) – 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](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/mid-market), 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](https://www.g2.com/products/revenue-grid/reviews), [MaxIQ](https://www.g2.com/products/maxiq/reviews), [Apollo.io](https://www.g2.com/products/apollo-io/reviews), [Substrata](https://www.g2.com/products/substrata-substrata/reviews).   ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung) **Last updated on: January 7, 2026**