# Best Revenue Operations & Intelligence (RO&I) Software - Page 8 ## How Many Revenue Operations & Intelligence (RO&I) Software Products Does G2 Track? **Total Products under this Category:** 154 ### 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 (+2.38%) - Among all products in this category, Oliv AI recorded the largest rating increase compared to last month _Last updated: July 31, 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 - 73,900+ Authentic Reviews - 154+ 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** ### Reevo Reevo is the AI-native sales platform that runs prospecting, outreach, conversation intelligence, deal management, forecasting, and coaching on the full context of your business. Because every call, email, meeting, and deal update lives in a single memory, Reevo AI has a complete view of every account and can act on it – drafting follow-ups, updating the CRM, and flagging deal risk across the pipeline. Over time it learns how your team actually sells – your stages, signals, and patterns – and gets more accurate about your buyers. That shared memory also carries your team's knowledge, so new sellers ramp with the same account context and institutional know-how your top reps have, instead of rebuilding it from scratch. Layer Reevo over the tools you already use, or run it as your CRM and system of record out of the box. Because it works from one source of truth rather than partial views, your team spends less time on manual updates and makes decisions on the full picture. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2641&secure%5Bchosen_at%5D=2026-07-31T16%3A25%3A16Z&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=1395075&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%3D8&secure%5Btoken%5D=61cc13646f14973ad51a2666fbe25206c36ecf92ce542785819a26a798928d27&secure%5Burl%5D=https%3A%2F%2Freevo.ai%2Fsee-reevo-p1-b-g2%3Futm_source%3Dg2%26utm_medium%3Dreview_site%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url) ### [Deepline](https://www.g2.com/products/deepline/reviews) Headless Go-to-Market Platform built for AI-native companies using Claude Code/Cowork, Codex, Antigravity to run Revenue Operations. Deepline is build around a universal API for Go-to-Market data. Run waterfall enrichment with a unified billing profile and rate limiting optimization across 44+ providers. Every data point logged to a SQL database you own and can build custom applications on top of. #### Who Is the Company Behind Deepline? - **Seller:** [Deepline](https://www.g2.com/sellers/deepline) - **Year Founded:** 2016 - **HQ Location:** São Paulo, BR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=02921f86a20b4fff29d1531c49433e712f22c73205143a7d45d586d71a177308&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeepline%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® ### [Dhisana AI](https://www.g2.com/products/dhisana-ai/reviews) Dhisana AI is an Autonomous CRM that turns sales workflows into agentic, self-driving systems. It helps B2B revenue teams discover and qualify leads, personalize outreach, prepare for meetings, analyze calls, and accelerate deals, all powered by a crew of AI agents. Dhisana integrates with Salesforce, HubSpot, Apollo, and LinkedIn to automate every step of the revenue cycle, making teams faster, smarter, and more efficient. 🌐 www.dhisana.ai #### Who Is the Company Behind Dhisana AI? - **Seller:** [Dhisana AI](https://www.g2.com/sellers/dhisana-ai) - **Year Founded:** 2024 - **HQ Location:** San Jose, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64e4d853a57f96e4bc7f50441fd078e4cf6a5565513cdca26af5fdb1938b84fb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdhisana-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® ### [Diffly](https://www.g2.com/products/diffly/reviews) Diffly is the first win-loss analysis solution in Europe. Our mission is to help B2B companies win more deals by implementing a buyer-centric win-loss analysis process. Our clients continuously receive data that is both reliable and actionable. By combining Diffly’s SaaS technology with our service offering, we uncover the real stories behind every sales opportunity. Diffly enables you to digitalize and automate the collection of feedback from your prospects and customers (win/loss analysis, churn analysis). Through the connection between your CRM and the Diffly platform, the idea is to never end a sales process without requesting feedback at the end. Companies too often leave money on the table by losing deals they could have won, without knowing why. Our goal is to put the human element back into the feedback process. In addition to our CRM-integrated software and quantitative surveys, we offer a service of prospect and customer interviews, positioning ourselves as a neutral third party. Diffly adopts a very pragmatic, fast, and plug-and-play approach, combining SaaS & Service: - The service: 1:1 interviews of around thirty minutes with prospects/customers to “replay the match” of a sales cycle and collect feedback directly from buyers. Our positioning as a “trusted third party” allows us to have open and candid discussions with prospects/customers. - The technology: upstream, it allows targeting and automating the deals on which to intervene. Then our AI analyzes conversations, detects key elements, and aggregates data to provide our clients with key insights that support decision-making across the entire sales funnel. Every opportunity becomes a learning source: won or lost, Diffly automatically takes over. Thanks to structured and targeted surveys, we identify the real decision criteria of your buyers. As a bonus, you gain valuable insights into your market, your competitors, and your positioning, directly from the field. You ensure a polished sales experience until the very end: Diffly helps you thank your buyers with elegance: - In the case of a won deal, you start the collaboration on a positive note. - In the case of a lost deal, you leave a professional and lasting impression while collecting the insights needed to come back at the right time, with the right arguments. - You gain actionable insights: identify the real decision criteria behind your wins and losses. - You benefit from effective CRM integration that objectifies your data: all your feedback and analyses are automatically displayed in your contact and opportunity records, with no manual work. - You align your teams: Sales, Marketing, and Product access the same insights, ensuring a coherent strategy and decisions based on reliable data. #### Who Is the Company Behind Diffly? - **Seller:** [Diffly](https://www.g2.com/sellers/diffly) - **Year Founded:** 2023 - **HQ Location:** Paris, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b998c02750a22d8ef83cb21cb408d9ccaeee9752a5d637c27b3e990cbca9290&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdiffly%2F&secure%5Burl_type%5D=linkedin_company_website) 17 employees on LinkedIn® ### [EnguageIQ](https://www.g2.com/products/enguageiq/reviews) EnguageIQ is a platform that offers engagement and behavioral signal to content syndication programs. It allows marketers a quick snapshot of their content consumption and accounts that are engaging more with their marketing and sales efforts. #### Who Is the Company Behind EnguageIQ? - **Seller:** [EnguageIQ](https://www.g2.com/sellers/enguageiq) - **Year Founded:** 2022 - **HQ Location:** Pune, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6f72a42b5948357301822d4f49745970a6df4dc52160cf488123b40dd061d86&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenguageiq%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® ### [Eru](https://www.g2.com/products/eru/reviews) Eru finds the missed revenue opportunities hiding in a scale-up's data. Expansion revenue you're not seeing Eru spots accounts ready to grow — usage surging, seats maxed out, features adopted — and flags them before your team has to go looking. Churn signals weeks earlier Usage drops. Support tickets spike. Payments fail silently. Eru catches the pattern across your tools so CS can act while there's still time. Numbers your board can trust NRR, GRR, churn by cohort — built live from your actual data, not a spreadsheet someone updated last Thursday. Ask anything about your business "Which accounts expanded last quarter?" "Why did we lose that cohort?" Ask Eru in English and get answers in seconds, with citations from your actual data. No SQL. No analyst. No waiting. #### Who Is the Company Behind Eru? - **Seller:** [Eru Technologies](https://www.g2.com/sellers/eru-technologies) - **Year Founded:** 2025 - **HQ Location:** London, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=24c497def03e3fe3562a6bd118699f62e514b9ecb7d4978d3c4edc1431f746c3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjoineru%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [Exante](https://www.g2.com/products/exante/reviews) Exante is an AI agent platform built for modern finance teams, starting with contract-to-cash. We help B2B companies streamline and automate revenue operations by transforming messy, manual workflows into intelligent, end-to-end processes. From structuring contract data and generating billing schedules to sending invoices and tracking collections, Exante’s AI agents coordinate complex, cross-functional tasks with greater speed, accuracy, and less effort. Unlike static tools, our agents adapt to context, learn over time, and act autonomously across systems. The result is a new level of automation and visibility for finance teams. #### Who Is the Company Behind Exante? - **Seller:** [Exante](https://www.g2.com/sellers/exante) - **Year Founded:** 2024 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=74462006b4d4437b6a80cc6c6e1c2c7c2dc11b6fb2daf42d5acd53f7d4afbe5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexanteapp&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® ### [Funnelcast](https://www.g2.com/products/funnelcast-funnelcast/reviews) Data-driven sales forecasting, optimization, and planning. If you need better opportunity reviews, management forecasts, or board presentations, countless summaries won’t help. Funnelcast delivers concise predictive forecasts you can stand behind and prescriptive insights that help you sell more. We are uniquely focused on modeling your entire sales process from demand generation to close. You get forecasts and optimization insights—for current quarter to next year. #### Who Is the Company Behind Funnelcast? - **Seller:** [Funnelcast](https://www.g2.com/sellers/funnelcast) - **Year Founded:** 2018 - **HQ Location:** Wayland, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8bcd9853d78d523e9c3f835d65cd37d37fda156a62825773f40ea7fcbcd5a29f&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffunnelcast&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Medium ### [GainTrace](https://www.g2.com/products/gaintrace/reviews) GainTrace is an AI revenue intelligence platform built for B2B SaaS companies. It connects product usage, billing, CRM, and support data to give revenue teams clear signals on who to close, where to upsell, and which accounts are at risk of churn. With automated insights and account scoring, teams can prioritize high-value customers, reduce churn, and grow recurring revenue. #### Who Is the Company Behind GainTrace? - **Seller:** [GainTrace](https://www.g2.com/sellers/gaintrace) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=409a7c07e7ec5412feeb9da11a140b255090ef102ace9e14a710623be18862d3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgaintrace%2F&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [GenGrowth](https://www.g2.com/products/gengrowth/reviews) We are not building a mere point solution; we are creating an \*\*AI growth partner\*\* designed for "super-individuals," solo developers, and small teams. Our goal is to enable those without a full-fledged growth team to access—at a lower cost—a comprehensive suite of growth capabilities, spanning everything from analysis and strategy to execution, review, and optimization. In a nutshell: Empowering a single individual to have an AI growth partner that is accountable for results. #### Who Is the Company Behind GenGrowth? - **Seller:** [GenGrowth](https://www.g2.com/sellers/gengrowth) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1ce88996c05240f9e2d0fe6efb6e4d3d7b35c6ac4dae68d8c40de220159be338&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgengrowth&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [GTM Heroes AI](https://www.g2.com/products/gtm-heroes-ai/reviews) Most deals don't die to a competitor... they die inside the buying group. 40% of forecasted B2B deals end in "no-decision," and your CRM files it as bad luck. It isn't. It's a misread. HBX reads how each stakeholder actually decides. Not the company, not the persona bucket... the individual human. Paste a LinkedIn URL and get a full behavioral profile in under a minute. Map the whole buying group and see who's read, who's misread, and who's about to go quiet. Then it goes past the read. Hit Prep Me and get the entire toolkit for one specific contact in a single click... call outline, discovery questions, a personalized case study, a competitive battlecard, a pitch deck, and an ROI calculator, every one tuned to how that buyer decides. The Sales Execution Blueprint runs like a living playbook: your recommended moves, what the prospect is likely to do next, and a nudge the moment their behavior drifts from the profile. When a stakeholder freezes, HBX hands you the unfreeze move in their decision language... mid-deal, not in the post-mortem. HBX reads you too. It profiles your own selling patterns and flags where your style collides with the buyer's... the disconnect most reps never see. Built AI-native and MCP-native, so it fits the tools you already run. Free to start, no credit card. Who it's for: AEs running multi-stakeholder deals, founders still in their own deals, and revenue leaders tired of watching the forecast die to "no-decision." #### Who Is the Company Behind GTM Heroes AI? - **Seller:** [GTM Heroes](https://www.g2.com/sellers/gtm-heroes) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b2366ae1651327b792b92fe5ead46f3de8078c7de5be6cbe9cecd272068de63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgtmheroes%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Inselligence](https://www.g2.com/products/inselligence/reviews) The Inselligence revenue intelligence platform provides sales performance optimization, pipeline management, and accurate revenue forecasting just by connecting your CRM. Works with HubSpot, Salesforce, PipeDrive, and more. Inselligence works with teams of all sizes. #### Who Is the Company Behind Inselligence? - **Seller:** [Inselligence](https://www.g2.com/sellers/inselligence) - **HQ Location:** Miami , US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f9d9ce1313c495d4d4521dd544e66f41b330b4728e87a2802276c06e286e8981&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finselligence&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® ### [Ivorycom CRM](https://www.g2.com/products/ivorycom-crm/reviews) Ivorycom is an AI-native Revenue Operating System that consolidates the tools revenue teams typically run separately — CRM, website visitor identification, ad and website production, meeting and email capture, forecasting, quoting, invoicing, and RevOps governance — into a single platform with one shared data model. Where traditional CRMs function as systems of record that depend on manual data entry, Ivorycom is built around autonomous operation. Its agents capture and structure revenue activity continuously, so pipeline data stays current without reps logging it. Core capabilities: IRIS (Ivorycom Revenue Intent System) — Identifies anonymous website and pricing-page visitors and converts them into scored, routable leads before a form is submitted. Autonomous communications capture — Email, calendar, and meeting scouting that parses conversations into structured CRM records and syncs qualified leads directly into pipeline. Native marketing production — Ad creation and website building generated inside the platform rather than through third-party integrations. No-code AI agent builder — Build custom agents for any stage of the customer journey, with a native agent catalogue included. White-label deployment supported. RevOps and governance — Data quality controls, forecasting, quoting, and invoicing operating on a single validated record set. GovCon vertical — Five purpose-built agents with SAM.gov integration for organizations pursuing federal contracts. Integrations — 30 native integrations plus 9,000+ applications via Zapier. Ivorycom is designed for small and mid-sized businesses that need enterprise-grade revenue intelligence without enterprise implementation timelines, per-seat licensing complexity, or a multi-vendor stack. #### Who Is the Company Behind Ivorycom CRM? - **Seller:** [Ivorycom](https://www.g2.com/sellers/ivorycom) - **Year Founded:** 2022 - **HQ Location:** Tampa, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eb60b06eab0c9991d7e757ddb59c3fa8b8712dd0d16e12135060317890937aa4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F90649493&secure%5Burl_type%5D=linkedin_company_website) 2 employees on LinkedIn® ### [Klearly](https://www.g2.com/products/klearly/reviews) Klearly is a revenue growth software designed for B2B sales, marketing, and customer success teams. By aggregating and analyzing data from various tools, Klearly provides real-time insights and actionable recommendations, enabling teams to make informed decisions that drive revenue growth. The platform focuses on connecting near-term actions with long-term business goals, ensuring that every effort contributes to the overall success of the organization. Key Features and Functionality: - Data Aggregation: Integrates first-party data from multiple systems into a unified platform, offering a comprehensive view of account activities. - Real-Time Insights: Delivers a continuous feed of insights and recommendations, allowing teams to respond promptly to emerging opportunities and challenges. - Predictive Analytics: Utilizes predictive and prescriptive analytics to guide revenue teams toward the most efficient actions to influence successful outcomes. - Account Prioritization: Helps identify and prioritize accounts with the highest potential, ensuring resources are allocated effectively. - Activity Prioritization: Recommends specific actions to take within prioritized accounts to maximize impact. - Winfluence℠: Provides insights into the factors that influence wins, enabling teams to replicate successful strategies. Primary Value and Problem Solved: Klearly addresses the common challenge of fragmented data and retrospective analysis that many B2B revenue teams face. By consolidating data and offering real-time, actionable insights, Klearly empowers teams to focus their attention, maximize resources, and increase their impact. This proactive approach allows organizations to predict future opportunities, optimize campaigns, improve sales calls, and enhance demand generation initiatives, ultimately leading to intelligent growth and increased revenue. #### Who Is the Company Behind Klearly? - **Seller:** [Klearly](https://www.g2.com/sellers/klearly) - **Year Founded:** 2017 - **HQ Location:** Research Triangle Park, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84bcf4be6347aa9f2b2044c05539901eb7e439a48f0fd1940bfe599f09051d96&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fklearly&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® ### [Koho](https://www.g2.com/products/koho/reviews) By bringing all your data together, Koho gives you a single source of truth across revenue, operations, and customer health. It scans hundreds of hidden signals, flags potential risks, and projects their financial impact - so you can act early, keep members for longer, and grow with confidence. What you’ll get with Koho: • Revenue risk detection - Spot churn signals and resolve issues before renewal dates. • Pipeline-to-inventory matching - Match deals against available units for faster, smarter sales. • Scenario planning - Model revenue outcomes and test strategies using real data. • Customer health scoring - Understand engagement levels and prioritise where to act. Koho is quick to implement, priced simply at a flat fee per location, and designed to adapt to your needs with customisable dashboards. Our mission is simple: help operators keep customers longer, reduce churn, and unlock predictable growth. #### Who Is the Company Behind Koho? - **Seller:** [Koho](https://www.g2.com/sellers/koho) - **Year Founded:** 2018 - **HQ Location:** London, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e21a09c92c59f63b0f03dcf60bd41d3d864dc357e263fdb50aeb3a9648f50294&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkoho-ai%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® ### [Memorly.AI](https://www.g2.com/products/memorly-ai/reviews) Memorly.AI is a full-featured AI sales and marketing operator built for SMEs. It helps businesses build a more predictable sales pipeline by using AI to capture every enquiry, follow up consistently, nurture high-intent leads, update CRM data, and show which marketing efforts are actually generating revenue. Most SMEs struggle with two things: they do not get enough consistent, quality leads, and even when leads come in, the sales process is not structured enough to convert them properly. Memorly.AI helps businesses improve both sides. On the marketing side, it helps create better content, test messages, run campaigns across channels like WhatsApp, Instagram, Facebook, Google, website, and other platforms, and learn what actually attracts serious buyers. On the sales side, it captures every enquiry, qualifies leads, follows up consistently, nurtures high-intent prospects, updates CRM data, and gives the owner clear visibility into which marketing efforts are actually turning into revenue. Memorely.AI is not just a chatbot, CRM, or lead follow-up tool. It is an AI sales and marketing operator that helps SMEs attract better leads, manage them properly, and build a more predictable revenue system. #### Who Is the Company Behind Memorly.AI? - **Seller:** [Memorly Technologies](https://www.g2.com/sellers/memorly-technologies) - **Year Founded:** 2024 - **HQ Location:** Bangalore, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=092a996c6a9624caec033f9fcfa5d78810c6cc970fe000f0278d789cb59ad53c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmemorly-ai&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=7#product-list) - [1](/categories/revenue-operations-intelligence-ro-i?order=g2_score#product-list) - [2](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=2#product-list) - … - [4](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=4#product-list) - [5](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=5#product-list) - [6](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=6#product-list) - [7](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=7#product-list) - 8 - [9](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=9#product-list) - [10](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=10#product-list) - [11](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=11#product-list) - [Next ›Next ›](/categories/revenue-operations-intelligence-ro-i?order=g2_score&page=9#product-list) Spotlight Categories [Employee Communications Software](https://www.g2.com/categories/employee-communications) [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) [Social Media Management Tools](https://www.g2.com/categories/social-media-mgmt) [Generative AI Infrastructure Software](https://www.g2.com/categories/generative-ai-infrastructure) [Procure to Pay Software](https://www.g2.com/categories/procure-to-pay) 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**