# Best Sales Analytics Software for Small Business - Page 3 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Sales Analytics category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Sales Analytics to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Sales Analytics category. In addition to qualifying for inclusion in the Sales Analytics Software category, to qualify for inclusion in the Small Business Sales Analytics Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Top Sales Analytics Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,674 reviews) | AI-native pipeline analytics inside Salesforce | "[Agentforce Sales Streamlines Lead Management with Clear Visibility and Automation](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13129716)" | | 2 | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5.0 (13,276 reviews) | CRM-native pipeline analytics with marketing-handoff visibility | "[Excellent CRM for sales teams](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13120963)" | | 3 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 reviews) | Conversation intelligence with AI-driven deal coaching | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 4 | [Pipedrive](https://www.g2.com/products/pipedrive/reviews) | 4.3/5.0 (3,048 reviews) | Visual pipeline analytics with deal-stage conversion tracking | "[Simple, Cost-Effective CRM with an Easy-to-Use Visual Pipeline](https://www.g2.com/survey_responses/pipedrive-review-13043351)" | | 5 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,503 reviews) | Salesforce-native forecast inspection and pipeline analytics | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" | | 6 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,096 reviews) | Conversation intelligence for buyer intent signals | "[Caught a silent deal-breaker using Q for Email and SoundWave](https://www.g2.com/survey_responses/substrata-review-13135490)" | | 7 | [Close](https://www.g2.com/products/close/reviews) | 4.7/5.0 (2,031 reviews) | Outbound sales activity tracking with unified communications | "[Easy Setup, Seamless Email Integration, and Responsive Support](https://www.g2.com/survey_responses/close-review-13148546)" | | 8 | [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) | 4.2/5.0 (891 reviews) | SAP-native lead-to-cash pipeline analytics | "[High volume task handler](https://www.g2.com/survey_responses/sap-sales-cloud-review-11157624)" | | 9 | [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5.0 (2,834 reviews) | Zoho-native pipeline analytics with Blueprint-enforced data | "[Zoho is the read deal](https://www.g2.com/survey_responses/zoho-crm-review-13048075)" | | 10 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | — | "[Easy to navigate for Sellers and eliminate time usage.](https://www.g2.com/survey_responses/captivateiq-review-11398999)" | ## G2 Grid® for Sales Analytics Software ![G2 Grid® for Sales Analytics Software plotting products by satisfaction and market presence](https://www.g2.com/categories/sales-analytics/grids.png?focus%5B%5D=6227&focus%5B%5D=1619&focus%5B%5D=506&focus%5B%5D=128650&focus%5B%5D=3296&focus%5B%5D=24724&focus%5B%5D=1333617&focus%5B%5D=576) Highlighted products: HubSpot Sales Hub, Pipedrive, Agentforce Sales (formerly Salesforce Sales Cloud), Bigin by Zoho CRM, Close, Gong, Substrata, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-analytics/grids.json?focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=gong&focus%5B%5D=substrata-substrata&focus%5B%5D=zoho-crm&segment=small-business) ## How Many Sales Analytics Software Products Does G2 Track? **Total Products under this Category:** 203 ### Category Stats (Jul 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Akoonu RevWorks (+3.48%) - Among all products in this category, Akoonu RevWorks recorded the largest rating increase compared to last month *Last updated: July 23, 2026* ## How Does G2 Rank Sales Analytics Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 120,700+ Authentic Reviews - 203+ 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. --- **Sponsored** ### Zoho CRM Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. [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=626&secure%5Bchosen_at%5D=2026-07-23T12%3A53%3A27Z&secure%5Bdisplayable_resource_id%5D=626&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=626&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=576&secure%5Bresource_id%5D=626&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-analytics%2Fsmall-business%3Fpage%3D3&secure%5Btoken%5D=fe989f2d9ab2140820ad21477a326e49320f2a8e786e06b0cb3036930b0794b1&secure%5Burl%5D=https%3A%2F%2Fwww.zoho.com%2Fcrm%2Fsignup.html%3Fplan%3Denterprise&secure%5Burl_type%5D=free_trial) --- ## What Are the Top-Rated Sales Analytics Software Products in 2026? ### 1. [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners. **Average Rating:** 4.5/5.0 **Total Reviews:** 607 **How Do G2 Users Rate Backstory?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.8/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.6/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Backstory?** - **Seller:** [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d) - **Company Website:** https://www.backstory.ai/ - **Year Founded:** 2016 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/backstory-ai/ (85 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 39% Mid-Market #### What Are Backstory's Pros and Cons? **Pros:** - Helpful (3 reviews) - CRM Integration (2 reviews) - Customer Support (2 reviews) - Customization (2 reviews) - Ease of Use (2 reviews) ### What Do G2 Reviewers Say About Backstory? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **helpful customer success team** at People.ai, enhancing collaboration and support throughout the experience. - Users commend the **seamless CRM integration** of People.ai, enhancing sales management and driving better decision-making. - Users praise the **responsive customer support** of People.ai, highlighting their commitment to success and seamless integration. - Users love the **customization options** with People.ai, promoting seamless integration and tailored insights for improved sales management. - Users find **Backstory's ease of use** exceptional, enjoying seamless integration and intuitive functionality throughout their workflow. #### What Are Recent G2 Reviews of Backstory? **"[Stellar Partnership and Streamlined Sales Processes](https://www.g2.com/survey_responses/backstory-review-12242865)"** **Rating:** 5.0/5.0 stars *— Jamie C.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242865) --- **"[People.ai Transformed Our Sales Motion with Actionable Insights.](https://www.g2.com/survey_responses/backstory-review-12242339)"** **Rating:** 5.0/5.0 stars *— Jonathan B.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242339) --- #### What Are G2 Users Discussing About Backstory? - [What is People.ai used for?](https://www.g2.com/discussions/what-is-people-ai-used-for) - [What is PeopleGlass used for?](https://www.g2.com/discussions/what-is-peopleglass-used-for) ### 2. [Zilliant](https://www.g2.com/products/zilliant/reviews) Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. With Zilliant for Pricing, companies can: 1) Improve Margins through Optimized Pricing: Create a single source of truth for pricing to react quickly to market fluctuations and determine the best pricing strategy 2) Deliver Pricing Across Every Buying Channel: Ensure optimized list and customer-specific pricing is consistent across direct sales, partners, and self-service 3) Close Deals Faster while Increasing Financial Control: Provide guardrails for sales and customers to close their own deals that deliver pricing within corporate strategy guidelines Improve Win Rates with AI-Driven Deal Opportunities: Bring together pricing data, sales workflows and AI to identify and execute on time-sensitive, cross-sell and upsell opportunities Zilliant's solutions include: • Zilliant Price Management & Optimization - Gain control and speed with the right price while improving margins • Zilliant Revenue Intelligence - Transform insights into sales actions to accelerate revenue • Zilliant CPQ - Streamline the sales process to win deals and improve buying experiences **Average Rating:** 4.4/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Zilliant?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Zilliant?** - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant (3,351 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zilliant (174 employees on LinkedIn®) - **Phone:** +1 512-531-8503 **Who Uses This Product?** - **Company Size:** 46% Enterprise, 38% Mid-Market #### What Are Zilliant's Pros and Cons? **Pros:** - Pricing Optimization (4 reviews) - Accuracy (1 reviews) - Customer Support (1 reviews) - Data Accuracy (1 reviews) - Dynamic Pricing (1 reviews) **Cons:** - AI Limitations (1 reviews) - Change Management (1 reviews) - Complex Implementation (1 reviews) - Confusion (1 reviews) - Difficult Learning Process (1 reviews) ### What Do G2 Reviewers Say About Zilliant? *AI-generated summary from verified user reviews* **Pros:** - Users value the **streamlined pricing strategies** of Zilliant, enhancing decision-making and accuracy in pricing management. - Users value the **accuracy** of Zilliant, ensuring reliable pricing decisions and streamlined configurations. - Users value the **responsive customer support** of Zilliant, providing expertise and assistance whenever needed. - Users value the **data accuracy** of Zilliant, ensuring reliable pricing and streamlined decision-making processes. - Users value the **dynamic pricing accuracy** of Zilliant, enhancing decision-making with real-time insights and simplicity. **Cons:** - Users feel the need for improved **AI integration** in Zilliant to enhance functionality and effectiveness. - Users experience a **constant state of change** with Zilliant, lacking a clear roadmap and relevant use cases. - Users find the **complex implementation** of Zilliant requires more programming expertise than necessary, hindering usability. - Users experience **confusion** due to constant changes and unclear roadmaps, lacking relevant use cases for CPQ. - Users find the **difficult learning process** of Zilliant challenging due to excessive programming requirements. #### What Are Recent G2 Reviews of Zilliant? **"[Data and science driven products to ensure pricing performance](https://www.g2.com/survey_responses/zilliant-review-10463359)"** **Rating:** 5.0/5.0 stars *— Julien O.* [Read full review](https://www.g2.com/survey_responses/zilliant-review-10463359) --- **"[Streamlines Pricing Strategies and Enhances Decision Making](https://www.g2.com/survey_responses/zilliant-review-11935975)"** **Rating:** 4.5/5.0 stars *— charlotte s.* [Read full review](https://www.g2.com/survey_responses/zilliant-review-11935975) --- #### What Are G2 Users Discussing About Zilliant? - [How do you use Zilliant?](https://www.g2.com/discussions/how-do-you-use-zilliant) - [What is software pricing?](https://www.g2.com/discussions/what-is-software-pricing) - [How much does zilliant cost?](https://www.g2.com/discussions/how-much-does-zilliant-cost) - [What does Zilliant do?](https://www.g2.com/discussions/what-does-zilliant-do) ### 3. [goodmeetings](https://www.g2.com/products/goodmeetings/reviews) Goodmeetings is an AI-powered Meeting Insights & Automation Platform that transforms customer-facing revenue teams into productive high-performance units. Sales and customer success teams can focus solely on customers during meetings, while the Goodmeetings AI meeting wizard handles the rest. Goodmeetings records, transcribes and generate AI-powered Human-level notes, action items which are pushed into Email, Slack and CRM. With Goodmeetings, revenue and product teams can easily search for specific recordings, browse through summaries, topic mentions, behaviours & sentiment, and scan AI-picked video reel of Moments that matter. Teams can review hours of meetings in minutes, and collaborate by sharing coachable moments and customer feedback with the team and assigning actions. Sales and Customer Succes Leaders get full and crisp visibility on customer conversations and can save deals/accounts at risk proactively by reviewing summaries and Moments that Matter. Leaders can now coach their team on the right actions and behaviors armed with meeting insights and develop winning playbooks. G2 Users have rated Goodmeetings as one of the Top 50 Sales Software for 2023. In addition, Goodmeeings also features as a - High Perfomer: - Momentum Leader For more information, visit https://goodmeetings.ai **Average Rating:** 4.7/5.0 **Total Reviews:** 70 **How Do G2 Users Rate goodmeetings?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 7.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 7.9/10 (Category avg: 8.7/10) **Who Is the Company Behind goodmeetings?** - **Seller:** [Kharavela Technologies](https://www.g2.com/sellers/kharavela-technologies) - **Year Founded:** 2021 - **HQ Location:** Bengaluru, IN - **Twitter:** @GoodmeetingsAI (64 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/goodmeetings/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small-Business, 28% Mid-Market #### What Are goodmeetings's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Team Collaboration (7 reviews) - Convenience (4 reviews) - Navigation Ease (3 reviews) - Reliability (3 reviews) **Cons:** - Limited Integrations (6 reviews) - Limited Features (5 reviews) - Missing Features (5 reviews) - User Interface (4 reviews) - Integration Issues (3 reviews) ### What Do G2 Reviewers Say About goodmeetings? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Goodmeetings, facilitating effortless meeting data capture and analysis. - Users love the **seamless team collaboration** facilitated by Goodmeetings, enhancing productivity and communication across multiple teams. - Users value the **convenience** of easily recording and accessing meeting data for effective follow-up and analysis. - Users appreciate the **navigation ease** of Goodmeetings, finding it intuitive for reviewing and engaging in discussions. - Users love the **reliability** of goodmeetings, noting its stability and hassle-free experience for recordings and insights. **Cons:** - Users are hoping for more **integration options** in the future to enhance flexibility and functionality. - Users find the **limited features** of goodmeetings somewhat restrictive, particularly in real-time call interactions. - Users express concerns about **missing features** , like integration and UI improvements, affecting overall usability. - Users note that the **user interface could be improved** , impacting overall usability and user experience in Goodmeetings. - Users face **integration issues** with goodmeetings, highlighting the need for better compatibility with CRM platforms. #### What Are Recent G2 Reviews of goodmeetings? **"[Best Meeting notetaker !](https://www.g2.com/survey_responses/goodmeetings-review-9637736)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9637736) --- **"[Great tool for analyzing user feedback](https://www.g2.com/survey_responses/goodmeetings-review-9071912)"** **Rating:** 5.0/5.0 stars *— Ajay S.* [Read full review](https://www.g2.com/survey_responses/goodmeetings-review-9071912) --- #### What Are G2 Users Discussing About goodmeetings? - [What is goodmeetings used for?](https://www.g2.com/discussions/what-is-goodmeetings-used-for) ### 4. [Recapped.io](https://www.g2.com/products/recapped-io/reviews) Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page. **Average Rating:** 4.6/5.0 **Total Reviews:** 177 **How Do G2 Users Rate Recapped.io?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.0/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Recapped.io?** - **Seller:** [Recapped.io](https://www.g2.com/sellers/recapped-io) - **Year Founded:** 2018 - **HQ Location:** New York - **Twitter:** @GetRecapped (175 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18194833/ (12 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:** 46% Mid-Market, 44% Small-Business #### What Are Recapped.io's Pros and Cons? **Pros:** - Ease of Use (14 reviews) - Centralization (6 reviews) - Customization (6 reviews) - Sales Process (6 reviews) - Helpful (5 reviews) **Cons:** - Editing Issues (2 reviews) - Branding Issues (1 reviews) - Change Management (1 reviews) - Complex UI (1 reviews) - Difficult Customization (1 reviews) ### What Do G2 Reviewers Say About Recapped.io? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Recapped.io, enjoying its seamless integration and interactive features for sales processes. - Users value the **centralized communication** in Recapped.io, enhancing collaboration and streamlining sales processes effectively. - Users value the **customization options** of Recapped.io, enabling tailored solutions for their unique sales processes. - Users highlight the **collaborative sales process** of Recapped.io, enhancing communication and organization throughout sales cycles. - Users value the **helpful centralization of communication** in Recapped.io, enhancing collaboration throughout the sales lifecycle. **Cons:** - Users find **editing issues** in Recapped.io, like non-chronological date rearrangement and limited table configurations, frustrating. - Users desire **white-labeled invites** for MAP, as current branding affects professionalism and user experience. - Users note that **due date changes don't automatically re-arrange** , requiring manual adjustments for better organization. - Users find the **complex UI** of Recapped.io makes navigation difficult and hampers their overall experience. - Users find **difficult customization** in Recapped.io limits their ability to configure tables easily compared to Excel. #### What Are Recent G2 Reviews of Recapped.io? **"[New user to Recapped.io](https://www.g2.com/survey_responses/recapped-io-review-10776432)"** **Rating:** 5.0/5.0 stars *— Stephen F.* [Read full review](https://www.g2.com/survey_responses/recapped-io-review-10776432) --- **"[Great Product, Outstanding Customer Service](https://www.g2.com/survey_responses/recapped-io-review-10914974)"** **Rating:** 5.0/5.0 stars *— Luke G.* [Read full review](https://www.g2.com/survey_responses/recapped-io-review-10914974) --- #### What Are G2 Users Discussing About Recapped.io? - [What is Recapped.io used for?](https://www.g2.com/discussions/what-is-recapped-io-used-for) - 1 comment ### 5. [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?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.2/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Terret.ai?** - **Seller:** [Terret ](https://www.g2.com/sellers/terret) - **Company Website:** https://terret.ai/ - **Year Founded:** 2018 - **HQ Location:** Santa Clara, CA - **Twitter:** @terret_ai - **LinkedIn® Page:** https://www.linkedin.com/company/boostup-ai/ (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% Mid-Market, 32% Enterprise #### What Are Terret.ai's Pros and Cons? **Pros:** - Forecasting Ease (31 reviews) - Analytics (22 reviews) - Efficiency (19 reviews) - Easy Access (17 reviews) - Updates (17 reviews) **Cons:** - Salesforce Integration (31 reviews) - Integration Issues (17 reviews) - Forecasting Issues (16 reviews) - Inadequate Reporting (12 reviews) - Difficult Reporting (10 reviews) ### 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? **"[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) --- **"[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) --- #### 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) ### 6. [Kluster](https://www.g2.com/products/kluster/reviews) 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 comprehensive suite of tools, Kluster empowers revenue leaders to develop effective strategies, create actionable plans, and execute precise deal and pipeline management. This platform is tailored for organizations that seek to enhance their revenue operations and ensure alignment across various teams. The target audience for Kluster primarily includes revenue leaders, sales teams, and executives within SaaS companies looking to optimize their revenue processes. With its user-friendly interface, Kluster enables these professionals to define winning strategies and engineer plans that lead to successful outcomes. The platform's capabilities extend to facilitating key revenue meetings, such as board-level analyses, revenue planning sessions, forecast calls, and pipeline reviews, ensuring that all stakeholders are aligned around critical revenue insights and workflows. One of Kluster's standout features is its integration speed, which allows for seamless connectivity with existing systems and tools. This capability is complemented by live forecasting, enabling users to make informed decisions based on real-time data. The platform's workflows are curated from the best practices of global revenue leaders from some of the fastest-growing companies, ensuring that users benefit from proven methodologies that are continuously refined. This aspect of Kluster not only enhances operational efficiency but also instills confidence in users that their organization is leveraging cutting-edge strategies. Kluster has garnered trust from notable scaling software companies such as GoCardless, ExtraHop, Ometria, Attest, and Harness. These organizations utilize Kluster as their predictable revenue playbook, which aids them in navigating their respective markets effectively. By aligning with Kluster, companies can expect to enhance their revenue predictability and drive growth through a structured approach to strategy and execution. Overall, Kluster serves as an essential tool for SaaS companies aiming to optimize their revenue operations. By providing a platform that integrates strategy, planning, and execution, Kluster enables organizations to not only meet but exceed their revenue targets, positioning them favorably within their competitive landscape. **Average Rating:** 4.4/5.0 **Total Reviews:** 299 **How Do G2 Users Rate Kluster?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Kluster?** - **Seller:** [Kluster](https://www.g2.com/sellers/kluster) - **Year Founded:** 2016 - **HQ Location:** London - **Twitter:** @kluster (345 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10858730 (32 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Senior Account Executive - **Top Industries:** Computer Software, Financial Services - **Company Size:** 88% Mid-Market, 7% Small-Business #### What Are Kluster's Pros and Cons? **Pros:** - Forecasting (10 reviews) - Ease of Use (9 reviews) - Analytics (7 reviews) - Insights (7 reviews) - Helpful (6 reviews) **Cons:** - Dashboard Issues (7 reviews) - Limited Customization (6 reviews) - Filtering Issues (4 reviews) - Limitations (4 reviews) - Slow Loading (4 reviews) ### What Do G2 Reviewers Say About Kluster? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **forecasting simplicity** of Kluster, enabling easy visualization of pipeline health and sales performance. - Users value the **ease of use** of Kluster, finding its dashboards and metrics easy to navigate and understand. - Users value the **insightful analytics** in Kluster, enabling easy visualization of performance metrics and pipeline health. - Users appreciate the **valuable insights** provided by Kluster, aiding in target tracking and actionable recommendations. - Users find Kluster's **clean revenue dashboards** invaluable for visualizing pipeline health and tracking sales performance effortlessly. **Cons:** - Users face **dashboard issues** due to limited customization and flexibility, often needing to verify data accuracy elsewhere. - Users find the **limited customization** in Kluster frustrating, especially regarding color schemes and dashboard configurations. - Users find the **filtering issues** in Kluster frustrating, as they experience lag and lack of customization options. - Users find **data syncing and customization options limited** , making verification and in-depth analysis challenging. - Users report **slow loading speeds** and syncing issues that hinder deal tracking and overall performance of Kluster. #### What Are Recent G2 Reviews of Kluster? **"[Account Executive](https://www.g2.com/survey_responses/kluster-review-11213574)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/kluster-review-11213574) --- **"[Great product which provides incredible insights for the business on both past and future prospects](https://www.g2.com/survey_responses/kluster-review-11224390)"** **Rating:** 4.5/5.0 stars *— Peter E.* [Read full review](https://www.g2.com/survey_responses/kluster-review-11224390) --- #### What Are G2 Users Discussing About Kluster? - [What is Kluster used for?](https://www.g2.com/discussions/what-is-kluster-used-for) ### 7. [SetSail](https://www.g2.com/products/setsail/reviews) SetSail is the AI analyst for revenue teams. Built on your sales data and tuned to your sales process, SetSail delivers timely, actionable insights that help go-to-market teams sell smarter. **Average Rating:** 4.6/5.0 **Total Reviews:** 126 **How Do G2 Users Rate SetSail?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 9.2/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind SetSail?** - **Seller:** [SetSail](https://www.g2.com/sellers/setsail) - **Year Founded:** 2018 - **HQ Location:** San Mateo, CA - **Twitter:** @setsail (212 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/35627662/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Development Representative, Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 43% Mid-Market, 39% Enterprise #### What Are SetSail's Pros and Cons? **Pros:** - Daily Use (1 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) - Helpful (1 reviews) - Motivation (1 reviews) ### What Do G2 Reviewers Say About SetSail? *AI-generated summary from verified user reviews* **Pros:** - Users find SetSail to be **perfect for daily activity tracking** , enhancing team motivation through its engaging leaderboard. - Users find SetSail to be **easy to use** , making daily activity tracking straightforward and motivating. - Users find that SetSail enhances **efficiency** in tracking daily activities, motivating teams through its leaderboard feature. - Users find SetSail's **activity tracking and leaderboard** motivates them to enhance their performance effectively. - Users value the **motivating leaderboard** in SetSail, encouraging daily activity and team engagement. #### What Are Recent G2 Reviews of SetSail? **"[Boosting Sales and Efficiency with SetSail](https://www.g2.com/survey_responses/setsail-review-9978676)"** **Rating:** 4.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/setsail-review-9978676) --- **"[Changed the way I look at daily tasks](https://www.g2.com/survey_responses/setsail-review-7468207)"** **Rating:** 5.0/5.0 stars *— James C.* [Read full review](https://www.g2.com/survey_responses/setsail-review-7468207) --- #### What Are G2 Users Discussing About SetSail? - [What is SetSail used for?](https://www.g2.com/discussions/what-is-setsail-used-for) ### 8. [Azurepath](https://www.g2.com/products/azurepath/reviews) Remarkably simple, powerful and affordable, Azurepath's automation and ease-of-use stand apart in a market full of over-priced sales CRMs showing their age. At a flat price of only $14.95 after a free trial, Azurepath has the best feature to price ratio in the industry. Get started immediately by dragging and dropping any contact or lead list into Azurepath and let it track activity, keep leads current, generate reports and forecasts, and create critical insights automatically and in real-time. **Average Rating:** 4.2/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Azurepath?** - **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 9.2/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.6/10) - **Opportunity Scoring:** 8.5/10 (Category avg: 8.4/10) - **Interactive Dashboards:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Azurepath?** - **Seller:** [Azurepath](https://www.g2.com/sellers/azurepath) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 57% Small-Business, 27% Enterprise #### What Are Recent G2 Reviews of Azurepath? **"[Manage your leads quickly, efficiently and safely.](https://www.g2.com/survey_responses/azurepath-review-4303866)"** **Rating:** 4.0/5.0 stars *— Eduardo B.* [Read full review](https://www.g2.com/survey_responses/azurepath-review-4303866) --- **"[Tracking information has become easier with this tool](https://www.g2.com/survey_responses/azurepath-review-3456713)"** **Rating:** 5.0/5.0 stars *— Prash B.* [Read full review](https://www.g2.com/survey_responses/azurepath-review-3456713) --- #### What Are G2 Users Discussing About Azurepath? - [What is Azurepath used for?](https://www.g2.com/discussions/what-is-azurepath-used-for) ### 9. [Veloxy](https://www.g2.com/products/veloxy/reviews) Veloxy is a revenue growth system that multiplies and accelerates your selling activities while eliminating non-selling activities that cost you time and money. It's one integrated sales platform that gives your essential sales capabilities — sales engagement, sales enablement, sales productivity, and Salesforce adoption — a single touchpoint across all devices to help you close more deals and generate more leads. 1,000's of field sales reps, inside sales reps, and sales managers are transforming sales departments into real revenue centers with Veloxy. **Average Rating:** 4.7/5.0 **Total Reviews:** 208 **How Do G2 Users Rate Veloxy?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.6/10) - **Interactive Dashboards:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Veloxy?** - **Seller:** [Veloxy](https://www.g2.com/sellers/veloxy) - **Year Founded:** 2015 - **HQ Location:** Pleasanton, California - **LinkedIn® Page:** https://www.linkedin.com/company/6439980/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Business Account Executive, Regional Sales Manager - **Top Industries:** Telecommunications, Information Technology and Services - **Company Size:** 60% Enterprise, 27% Mid-Market #### What Are Veloxy's Pros and Cons? **Pros:** - Automation (1 reviews) - Business Management (1 reviews) - Customizability (1 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) **Cons:** - Battery Issues (1 reviews) - Editing Issues (1 reviews) - Inaccurate Data (1 reviews) - Lead Management (1 reviews) - Lead Management Issues (1 reviews) ### What Do G2 Reviewers Say About Veloxy? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **automation features** of Veloxy, enhancing call management and efficiency in Salesforce updates. - Users praise Veloxy for its **game-changing mobile app** that enhances call management and productivity effectively. - Users value the **customizability** of Veloxy, enabling efficient call management and agile note-taking for Salesforce. - Users benefit from the **customization options** in Veloxy, which enhance productivity and streamline call management. - Users find the **ease of use** of Veloxy enhances productivity, streamlining call management and Salesforce updates. **Cons:** - Users experience frustrating **battery issues** with Veloxy, impacting lead status updates and causing app glitches. - Users face **editing issues** with Veloxy, struggling to change lead statuses and experiencing app glitches during use. - Users experience **inaccurate data** issues, preventing proper lead status updates and causing app glitches during email actions. - Users experience **status update issues** with leads in Veloxy, causing frustration and glitches during email actions. - Users experience **lead management issues** with Veloxy, as status changes and emails often fail to function properly. #### What Are Recent G2 Reviews of Veloxy? **"["Game Changer."](https://www.g2.com/survey_responses/veloxy-review-9552005)"** **Rating:** 5.0/5.0 stars *— Shane W.* [Read full review](https://www.g2.com/survey_responses/veloxy-review-9552005) --- **"[Very well developed platform](https://www.g2.com/survey_responses/veloxy-review-8012546)"** **Rating:** 5.0/5.0 stars *— Verified User in Education Management* [Read full review](https://www.g2.com/survey_responses/veloxy-review-8012546) --- #### What Are G2 Users Discussing About Veloxy? - [What is Veloxy used for?](https://www.g2.com/discussions/what-is-veloxy-used-for) ## What Is Sales Analytics Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Sales Analytics Software? - [CRM Software](https://www.g2.com/categories/crm) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Email Tracking Software](https://www.g2.com/categories/email-tracking) - [Sales Coaching Software](https://www.g2.com/categories/sales-coaching) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) --- ## How Do You Choose the Right Sales Analytics Software? ### What You Should Know About Sales Analytics Software ### What is Sales Analytics Software? Sales analytics software estimates the likelihood of sales outcomes using algorithms based on existing [CRM software](https://www.g2.com/categories/crm) data. In other words, sales analytics tools are meant to simplify sales forecasting and present predictive sales data in the form of statistical datasets and reports. Data is collected, modeled, analyzed, and then deployed within the tool in a readable manner that sales teams can filter and analyze. One of the major perks of sales analytics software is the ability to automate sales pipeline pattern tracking, eliminating the time-consuming task of tracking this data manually via spreadsheets. In terms of forecasting, teams can analyze pipeline activity over a period of time and compare multiple forecast models without the hassle of manually building a report. Key Benefits of Sales Analytics Software - View sales data in a variety of different ways - Improve sales forecasting - Evaluate sales performance more precisely - Identify challenges encountered by your sales team - Manage your sales pipeline and solve problems before they arise ### Why Use Sales Analytics Software? This type of tool ultimately helps sales teams make more successful decisions. It also helps teams analyze their overall sales process and recognize better sales opportunities. Compiled datasets can be used to examine pipeline insights in an effort to understand where sales are being lost, which industries generate the most success, and which sales tactics are most effective. While this feature is the lifeblood of the tool, there are a few other reasons to implement a sales analytics software: **More quick wins —** Sales analytics help visualize sales projects and cross-selling opportunities that are considered easy to win based on forecasting patterns and pipeline location. This data helps sales teams prioritize projects that are most likely to make it through to the end of the pipeline and ultimately become a customer. The datasets also visualize the potential for risky sales, allowing managers to spend more time planning and analyzing the correct pathway to a win. **Team analytics —** Not only do sales analytics tools help visualize sales data, but they also measure team analytics. Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. [Sales gamification software](https://www.g2.com/categories/sales-gamification) can typically be integrated with sales analytics software for additional team motivation. **Integrations —** Sales analytics solutions easily integrate with other types of sales software offerings. By integrating with other sales software tools, you will also likely be able to simplify the workflow of your sales team. Rather than having several different tools open at a time, all of the information from all of your software will be accessible from one spot. ### Who Uses Sales Analytics Software? Sales analytics software is, unsurprisingly, a big asset to sales teams as a whole. Depending on the department, the tool is helpful in a variety of ways: **Sales representatives —** Sales teams use sales analytics tools for forecasting sales outcomes, which efficiently helps with prioritizing easy versus difficult sales projects and helps measure the potential of closing sales. **Sales operations —** Sales representatives often use sales analytics on their own, but sales operations teams help representatives filter and understand the effectiveness of particular datasets and help convey project success, where needed. The goal of sales operations teams is to help representatives focus on selling, so operations teams typically handle the project management and training with the tool depending on the experience representatives have with understanding the datasets involved. **Sales managers —** Sales managers are able to keep track of the progress and performance of each sales team member, easily identifying the most successful team members and the efficiency of the team overall. ### Sales Analytics Software Features **Dashboards —** Sales analytics tools differ in the type and customizability of their dashboards. Some products offer dashboards that are highly dynamic, allowing you to view data in a large number of ways by segmenting information. Others have dashboards that are more static, so sales teams cannot customize them. These options are often less expensive and typically easier for sales representatives to manage. **Forecasting analytics —** Forecasting analytics alleviates human error by automating forecasting predictions and eliminating the need for modeling manually via spreadsheets. The forecasting features provide informative datasets in a visual format to help sales teams predict sales outcomes. **Mobile capabilities —** Sales teams, especially outside sales teams, are often on the go and rely on mobile phones to take care of a lot of their sales functions. Many solutions offer dataset visualization across multiple platforms, including mobile. **Lead analytics —** A beneficial use for sales analytics software is predictive lead scoring, which identifies trends in the customer pipeline and uses these trends to predict how far along a lead is in the pipeline. This allows sales teams to qualify and prioritize opportunities based on which leads are most likely to close. This feature works similarly, and can be integrated with, [sales intelligence software](https://www.g2.com/categories/sales-intelligence). ### Trends Related to Sales Analytics Software **AI capabilities —** While sales analytics tools already incorporate machine learning algorithms to evaluate sales performance, as well as predict future sales outcomes, artificial intelligence (AI) is gearing up to make a bigger impact on the tool and sales software in general. AI is predicted to help incorporate more real-time insights for more on-demand sales opportunities. With real-time models and instant datasets, sales teams can make more sales in shorter periods of time without additional manual effort. ### Software and Services Related to Sales Analytics Software [**Predictive analytics software**](https://www.g2.com/categories/predictive-analytics) **—** Predictive analytics software is a tool used to create algorithmic statistical datasets based on historical data patterns to better understand customers, products, and partners. It also helps identify potential risks and opportunities for a company overall. [**AI sales assistant software**](https://www.g2.com/categories/ai-sales-assistant) **—** Like sales analytics software, AI sales assistant software is also a time-saving tool for sales teams. The software’s main features include automating tasks and processes like lead qualification, lead follow-up, pipeline management, forecasting, meeting scheduling, and data entry. --- ## What Are the Most Common Questions About Sales Analytics Software? *AI-generated · Last updated: April 27, 2026* ### Which solution supports multi-channel sales data tracking? Based on G2 reviews, several products are used to centralize activity from multiple sales channels. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- reviewers frequently use it to track emails, calls, deals, tasks, and pipeline activity in one place, with repeated mentions of integrations across other business tools. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- users describe it as a central system for leads, opportunities, customer data, and cross-team sales activity, often highlighting integrations and a unified customer view. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- recent reviewers highlight its ability to organize deals, emails, activities, reminders, and integrations in a clear pipeline-focused workflow. - [Gong](https://www.g2.com/products/gong/reviews) -- reviewers use it to capture calls, emails, meeting history, and account context, helping teams analyze customer interactions across channels. ### Which vendor offers real-time sales KPI dashboards? Based on G2 reviews, these products are often used for live visibility into sales activity and pipeline progress. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers repeatedly mention dashboards and reports for pipeline visibility, rep performance tracking, and monitoring KPIs in one place. - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) -- users often reference dashboards for tracking deals, team activity, forecasts, and customer progress with real-time updates. - [Clari](https://www.g2.com/products/clari/reviews) -- reviewers highlight forecast views, pipeline visibility, and dashboard layouts that help teams monitor business performance and deal movement. - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) -- users describe visual dashboards and reporting that make it easier to track pipeline stages, activities, and sales performance trends. ### Which vendor provides AI-powered sales performance insights? Based on G2 reviews, these products are commonly mentioned for AI-assisted analysis and coaching. - [Gong](https://www.g2.com/products/gong/reviews) -- reviewers frequently mention AI summaries, call analysis, coaching insights, forecasting support, and surfacing risks or next steps from conversations. - [Clari](https://www.g2.com/products/clari/reviews) -- users describe AI-assisted forecasting, predictive views, and pipeline signals that help sales teams understand deal progress and expected outcomes. - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) -- reviewers often cite AI-driven lead scoring, opportunity insights, automation, and reporting that support sales productivity. - [Substrata](https://www.g2.com/products/substrata-substrata/reviews) -- recent reviews emphasize AI-generated insights from conversations, buyer intent signals, and guidance that supports prioritization and deal strategy. ### What is sales analytics software? Sales analytics software helps teams organize and interpret sales activity, pipeline movement, customer interactions, and performance trends in one place. Across recent reviews in this category, users consistently describe these tools as a way to replace scattered spreadsheets and disconnected systems with clearer visibility into deals, forecasts, tasks, and team activity. Common use cases include tracking leads and opportunities, monitoring dashboards and reports, reviewing customer conversations, and identifying where follow-up or coaching is needed. Review themes also show that buyers value automation, centralized data, and easier reporting, while often noting that setup, customization, or learning the interface can take time depending on the product. ### How do teams use AI and automation in sales analytics? According to verified users, teams most often use AI and automation in sales analytics to reduce manual work and surface clearer next steps. Recent reviews repeatedly mention automated follow-ups, task reminders, call summaries, forecasting support, lead scoring, and faster access to account history or pipeline changes. Users also describe AI helping analyze customer conversations, identify risk signals, summarize meetings, and highlight where reps may need coaching. At the same time, reviews show a common theme that these features work best when the underlying data is organized well. Buyers often value the time savings and visibility, but they also mention a learning curve when adopting more advanced workflows, dashboards, or AI-driven insights.