Top Free Revenue Operations & Intelligence (RO&I) Software

Check out our list of free Revenue Operations & Intelligence (RO&I) Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Revenue Operations & Intelligence (RO&I) Software to ensure you get the right product.

View Free Revenue Operations & Intelligence (RO&I) Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
45 Revenue Operations & Intelligence (RO&I) Products Available
View all Revenue Operations & Intelligence (RO&I) Software
View all Revenue Operations & Intelligence (RO&I) Software

Agentforce Sales (formerly Salesforce Sales Cloud)

(25,585)4.4 out of 5
Entry Level Price:$25.00
5th Easiest To Use in Revenue Operations & Intelligence (RO&I) software
View top Consulting Services for Agentforce Sales (formerly Salesforce Sales Cloud)
OverviewUser Satisfaction
Product Description

Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost pr

Users: Account Executive, Account Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 46% Mid-Market, 34% Enterprise
User Sentiment

Reviewers appreciate Agentforce Sales for its powerful automation, customizable dashboards, real-time insights, and integration with other tools, which save time, improve efficiency, and support data-driven decision-making. Users reported that Agentforce Sales can be complex to set up, has a steep learning curve, and its pricing and data accuracy can sometimes be challenging to manage.

User SatisfactionSeller Details
Agentforce Sales (formerly Salesforce Sales Cloud) features and usability ratings that predict user satisfaction
8.2
Ease of Use
Average: 8.9
8.4
Data Segmentation
Average: 8.7
8.3
Predictive Forecasting
Average: 8.3
8.6
Account Engagement
Average: 8.6
Seller Details
Year Founded
1999
HQ Location
San Francisco, CA
Company Website
https://www.salesforce.com/
Twitter
@salesforce
LinkedIn® Page
https://www.linkedin.com/company/3185/
Ownership
NYSE:CRM
Phone
+1 (800) 667-6389

Aviso

(965)4.4 out of 5
OverviewUser Satisfaction
Product Description

Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mi

Users: Account Executive, Account Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 43% Mid-Market, 42% Enterprise
User Sentiment

Reviewers appreciate Aviso's intuitive and user-friendly interface, its AI capabilities, and its ability to provide a comprehensive view of deals and pipelines, which aids in accurate forecasting and efficient management. Users mentioned issues with Aviso such as a steep learning curve, occasional system performance issues, slow data synchronization with Salesforce, and the need for more detailed documentation and improved training.

User SatisfactionSeller Details
Aviso features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
8.1
Data Segmentation
Average: 8.7
8.4
Predictive Forecasting
Average: 8.3
8.4
Account Engagement
Average: 8.6
Seller Details
Year Founded
2014
HQ Location
Redwood City, CA
Company Website
https://www.aviso.com
Twitter
@AvisoInc
LinkedIn® Page
https://www.linkedin.com/company/3713385/
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Terret.ai

(614)4.4 out of 5
4th Easiest To Use in Revenue Operations & Intelligence (RO&I) software
OverviewUser Satisfaction
Product Description

Terret is the leading provider of AI Revenue Agents for sales, account management, and CS teams. Terret’s Virtual Revenue Fleet drives productivity across the full revenue cycle. From generating fore

Users: Account Executive, Enterprise Account Executive · Industries: Computer Software, Information Technology and Services · Market Segment: 64% Mid-Market, 32% Enterprise
User SatisfactionWhat G2 Users Think
Terret.ai features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 8.9
8.0
Data Segmentation
Average: 8.7
8.1
Predictive Forecasting
Average: 8.3
8.1
Account Engagement
Average: 8.6
What G2 Users ThinkSeller Details
MK
I love the ease of use and navigation. The ability to integrate to our CRM has also made using BoostUp a breeze. Most of my reps like BoostUp more... Read review
Ken B.
KB
I'm an SaaS seller utilising SFDC. I can update my forecast in minutes. The deal tracking intent score is something that I really like and oftern... Read review
Seller Details
Year Founded
2018
HQ Location
Santa Clara, CA
Company Website
https://terret.ai/
Twitter
@BoostUp_ai
LinkedIn® Page
https://www.linkedin.com/company/boostup-ai/

Apollo.io

(9,542)4.7 out of 5
Entry Level Price:Free
6th Easiest To Use in Revenue Operations & Intelligence (RO&I) software
View top Consulting Services for Apollo.io
OverviewUser Satisfaction
Product Description

Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first

Users: Account Executive, Business Development Manager · Industries: Information Technology and Services, Computer Software · Market Segment: 67% Small-Business, 29% Mid-Market
User Sentiment

Users like Apollo.io's ability to quickly build a list of prospects, automate emails, and enrich contact details across a large database, saving them significant time and effort in their sales processes. Users reported issues with data accuracy, with occasional outdated or incorrect contact details, and some found the user interface overwhelming and complex due to the number of features available.

User SatisfactionSeller Details
Apollo.io features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.3
Data Segmentation
Average: 8.7
7.7
Predictive Forecasting
Average: 8.3
8.1
Account Engagement
Average: 8.6
Seller Details
Year Founded
2015
HQ Location
San Francisco, CA
Company Website
https://www.apollo.io/
LinkedIn® Page
https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps

Substrata

(1,133)4.9 out of 5
Entry Level Price:Starting at $50.00
1st Easiest To Use in Revenue Operations & Intelligence (RO&I) software
OverviewUser Satisfaction
Product Description

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

Users: Sales Development Representative, Project Manager · Industries: Information Technology and Services, Marketing and Advertising · Market Segment: 44% Small-Business, 41% Mid-Market
User Sentiment

Reviewers appreciate Substrata's ability to provide focused behavioural observations, identify real-time buyer intent, and offer multiple response suggestions, which has helped them close deals and improve their strategy. Reviewers noted that there is a noticeable learning curve for the tool, the dashboard can feel overwhelming with a lot of data, and the pricing can be costly for individuals.

User SatisfactionSeller Details
Substrata features and usability ratings that predict user satisfaction
9.8
Ease of Use
Average: 8.9
9.5
Data Segmentation
Average: 8.7
9.3
Predictive Forecasting
Average: 8.3
9.5
Account Engagement
Average: 8.6
Seller Details
Year Founded
2020
HQ Location
Tel Aviv, Israel
Company Website
https://www.substrata.me/
Twitter
@SubstrataHQ
LinkedIn® Page
https://www.linkedin.com/company/substrata-company/

Revenue Grid

(574)4.6 out of 5
Entry Level Price:$30.00
2nd Easiest To Use in Revenue Operations & Intelligence (RO&I) software
OverviewUser Satisfaction
Product Description

Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, pro

Users: Account Executive, Account Manager · Industries: Computer Software, Financial Services · Market Segment: 48% Mid-Market, 41% Small-Business
User Sentiment

Users like the seamless integration with Salesforce and Outlook, the automation of repetitive tasks, the real-time data and insights provided, and the excellent customer support. Users reported issues with initial configuration, occasional plugin loading problems, and a steep learning curve due to advanced features.

User SatisfactionSeller Details
Revenue Grid features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
8.6
Data Segmentation
Average: 8.7
8.4
Predictive Forecasting
Average: 8.3
8.7
Account Engagement
Average: 8.6
Seller Details
Year Founded
2006
HQ Location
Atlanta, Georgia
Company Website
https://revenuegrid.com/
Twitter
@Revenue_Grid_
LinkedIn® Page
https://www.linkedin.com/company/revenue-grid/

HubSpot Data Hub

(572)4.5 out of 5
Entry Level Price:Free
View top Consulting Services for HubSpot Data Hub
OverviewUser Satisfaction
Product Description

Operations Hub connects, cleanses, and automates customer data across the HubSpot CRM, providing operations teams with tools to maintain data quality, ensure system integration, and streamline busines

Users: CEO, Owner · Industries: Information Technology and Services, Marketing and Advertising · Market Segment: 67% Small-Business, 30% Mid-Market
User SatisfactionWhat G2 Users Think
HubSpot Data Hub features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 8.9
8.5
Data Segmentation
Average: 8.7
8.1
Predictive Forecasting
Average: 8.3
8.5
Account Engagement
Average: 8.6
What G2 Users ThinkSeller Details
SL
It is a great tool to optimize your data health in your CRM and help to better integrate with other tools. Read review
Verified User in Financial Services
AF
We can use custom code actions in workflows to complete complicated tasks we couldn’t otherwise do. Read review
Seller Details
Year Founded
2006
HQ Location
Cambridge, MA
Company Website
https://www.HubSpot.com
Twitter
@HubSpot
LinkedIn® Page
https://www.linkedin.com/company/68529/
Ownership
NYSE:HUBS
Phone
+1.888.482.7768

Kluster

(300)4.4 out of 5
OverviewUser Satisfaction
Product Description

Kluster is a revenue predictability platform specifically designed to assist Software as a Service (SaaS) companies in achieving their growth targets consistently each quarter. By providing a comprehe

Users: Account Executive, Senior Account Executive · Industries: Computer Software, Financial Services · Market Segment: 88% Mid-Market, 7% Small-Business
User SatisfactionWhat G2 Users Think
Kluster features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.9
8.2
Data Segmentation
Average: 8.7
8.7
Predictive Forecasting
Average: 8.3
8.2
Account Engagement
Average: 8.6
What G2 Users ThinkSeller Details
Hanna-Lil M.
HM
We've had an excellent experience with Kluster so far, they have been able to work with us to create dashboards which fit our business needs -... Read review
Ben K.
BK
You get great reports and data out of Kluster to give that enable actionable results for the entire team. Management receives the insights they... Read review
Seller Details
Year Founded
2016
HQ Location
London
Company Website
https://kluster.com/
Twitter
@kluster
LinkedIn® Page
https://www.linkedin.com/company/10858730

Fullcast

(449)4.6 out of 5
Entry Level Price:Contact Us
OverviewUser Satisfaction
Product Description

Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management,

Industries: Computer Software, Information Technology and Services · Market Segment: 62% Small-Business, 31% Mid-Market
User SatisfactionWhat G2 Users Think
Fullcast features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 8.9
7.8
Data Segmentation
Average: 8.7
6.5
Predictive Forecasting
Average: 8.3
7.9
Account Engagement
Average: 8.6
What G2 Users ThinkSeller Details
Verified User in Information Technology and Services
UI
This tool is amazing for writing copy. It has many premade prompts to choose from. From SEO strategy to Keyword filled content all can be generated... Read review
Verified User in Marketing and Advertising
UM
The AI copywriting capabilities in Copy.ai have allowed us to quickly generate on-brand content that resonates with our target audience. Whether... Read review
Seller Details
Year Founded
2017
HQ Location
Salt Lake City, UT
Company Website
https://www.fullcast.com/
LinkedIn® Page
https://www.linkedin.com/company/fullcast-ai/

Jiminny

(919)4.6 out of 5
Entry Level Price:Contact Us
9th Easiest To Use in Revenue Operations & Intelligence (RO&I) software
OverviewUser Satisfaction
Product Description

Jiminny is the conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across video, voice, and email. This innovative solution automates

Users: Account Executive, Customer Success Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 62% Mid-Market, 31% Small-Business
User SatisfactionWhat G2 Users Think
Jiminny features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
7.8
Data Segmentation
Average: 8.7
7.8
Predictive Forecasting
Average: 8.3
8.1
Account Engagement
Average: 8.6
What G2 Users ThinkSeller Details
Verified User in Logistics and Supply Chain
UL
It completes it's function, generates transcripts and is user friendly. Implementation was quick and seamless and I use it often to cite notes... Read review
Elliot E.
EE
Having used a number of different tools for call recording across our business Jiminny is categorically the best option of them all. Its... Read review
Seller Details
Year Founded
2016
HQ Location
London, England
Company Website
https://www.jiminny.com
Twitter
@JiminnyInc
LinkedIn® Page
https://www.linkedin.com/company/10815921/

Dreamdata

(245)4.7 out of 5
Entry Level Price:Free
View top Consulting Services for Dreamdata
OverviewUser Satisfaction
Product Description

Dreamdata is a B2B Activation & Attribution Platform that provides the most complete B2B customer journey map anywhere. This empowers B2B marketing teams to orchestrate smarter GTM plays and me

Users: Head of Marketing, Marketing Manager · Industries: Computer Software, Marketing and Advertising · Market Segment: 59% Mid-Market, 34% Small-Business
User SatisfactionWhat G2 Users Think
Dreamdata features and usability ratings that predict user satisfaction
8.4
Ease of Use
Average: 8.9
9.0
Data Segmentation
Average: 8.7
7.8
Predictive Forecasting
Average: 8.3
8.5
Account Engagement
Average: 8.6
What G2 Users ThinkSeller Details
Sara G.
SG
The filtering and dashboard capabilities are robust. Once you've done a couple trainings with the team, it's overall a very easy tool to use. Even... Read review
Verified User in Human Resources
CH
Dreamdata is an excellent tool for B2B revenue attribution and customer journey visualization. What stands out the most is how easy it is to... Read review
Seller Details
Year Founded
2018
HQ Location
Copenhagen, Capital Region
Company Website
https://dreamdata.io/
Twitter
@DreamdataIO
LinkedIn® Page
https://www.linkedin.com/company/dreamdata-io

Weflow

(90)4.7 out of 5
Entry Level Price:$19.00
OverviewUser Satisfaction
Product Description

Weflow is a Revenue AI Platform that captures every customer interaction and unlocks AI insights to help you convert and forecast your pipeline. Weflow offers a suite of products: - Activity Ca

Users: Account Executive · Industries: Computer Software, Information Technology and Services · Market Segment: 52% Mid-Market, 31% Small-Business
User SatisfactionWhat G2 Users Think
Weflow features and usability ratings that predict user satisfaction
9.5
Ease of Use
Average: 8.9
8.3
Data Segmentation
Average: 8.7
8.3
Predictive Forecasting
Average: 8.3
9.2
Account Engagement
Average: 8.6
What G2 Users ThinkSeller Details
Felix S.
FS
Weflow is just so freaking simple to use. It saves our team a whole lot of time and energy. At first, it might sound banal but having to constantly... Read review
Benjamin B.
BB
It got way simpler and faster for reps to change fields everywhere, it's like working in a spreadsheet. It's intuitive and reps and managers can... Read review
Seller Details
Year Founded
2021
HQ Location
Berlin, DE
Company Website
https://www.getweflow.com/
Twitter
@getweflow
LinkedIn® Page
https://www.linkedin.com/company/getweflow/

Coefficient

(172)4.7 out of 5
Entry Level Price:Free
14th Easiest To Use in Revenue Operations & Intelligence (RO&I) software
OverviewUser Satisfaction
Product Description

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficien

Industries: Computer Software, Information Technology and Services · Market Segment: 49% Mid-Market, 35% Small-Business
User SatisfactionWhat G2 Users Think
Coefficient features and usability ratings that predict user satisfaction
9.1
Ease of Use
Average: 8.9
8.1
Data Segmentation
Average: 8.7
7.2
Predictive Forecasting
Average: 8.3
6.3
Account Engagement
Average: 8.6
What G2 Users ThinkSeller Details
Aditya K.
AK
What stands out most about Coefficient is its effortless ability to weave together diverse data sources directly into Google Sheets, creating a... Read review
Kelly M.
KM
It successfully pulls in selected sales force reports on my desired schedule ,which allows to me keep my team's Excel "scorecard" up to date... Read review
Seller Details
Year Founded
2020
HQ Location
Palo Alto, CA
Company Website
https://coefficient.io/
Twitter
@coefficient_io
LinkedIn® Page
https://www.linkedin.com/company/coefficientworks/

Bigtincan Engagement

(592)4.1 out of 5
OverviewUser Satisfaction
Product Description

We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should provide value and lead buyers to the best decision. Bigtincan Engagement (formerly

Users: Account Executive, Account Manager · Industries: Computer Software, Internet · Market Segment: 55% Mid-Market, 28% Enterprise
User SatisfactionWhat G2 Users Think
Bigtincan Engagement features and usability ratings that predict user satisfaction
8.5
Ease of Use
Average: 8.9
10.0
Data Segmentation
Average: 8.7
0.0
No information available
0.0
No information available
What G2 Users ThinkSeller Details
SN
I like being able to create sales presentations quickly and easily with ClearSlide's simple design tools. Rather than just sending out our... Read review
ST
ClearSlide has templates and design tools for presentations that are intuitive and easy enough for me and my team to use. I like all of the data... Read review
Seller Details
Year Founded
2011
HQ Location
Waltham, MA
Company Website
https://www.bigtincan.com
Twitter
@bigtincan
LinkedIn® Page
https://www.linkedin.com/company/bigtincan
Phone
781-405-2376

Avoma

(1,357)4.6 out of 5
Entry Level Price:$19.00
11th Easiest To Use in Revenue Operations & Intelligence (RO&I) software
OverviewUser Satisfaction
Product Description

Avoma is the only AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. By combining AI Meeting Assistance with Conversational Intelligence and Revenue Int

Users: Customer Success Manager, Account Executive · Industries: Computer Software, Marketing and Advertising · Market Segment: 53% Small-Business, 46% Mid-Market
User Sentiment

Reviewers frequently mention the seamless integration with other platforms, the ability to extract key insights, and the time-saving benefits of automatic transcription and summarization. Users reported occasional inaccuracies in transcription, particularly with poor audio quality or accents, a clunky user interface, and issues with the notetaker joining calls or dropping off.

User SatisfactionSeller Details
Avoma features and usability ratings that predict user satisfaction
9.0
Ease of Use
Average: 8.9
7.1
Data Segmentation
Average: 8.7
7.4
Predictive Forecasting
Average: 8.3
8.3
Account Engagement
Average: 8.6
Seller Details
Year Founded
2017
HQ Location
Palo Alto, California
Company Website
https://www.avoma.com/
Twitter
@AvomaInc
LinkedIn® Page
https://www.linkedin.com/company/18128169/