Top Tools at a Glance
Best for Full-Funnel Deal Control | User Review "Sfdc Sales Cloud"  A Verified User Small-Business (50 or fewer emp.) | ||
Best for Conversation-Powered Deal Insight | User Review "Gong’s AI Summaries and Analytics Make Call Reviews and Coaching Effortless"  RW Rachel W. Mid-Market (51-1000 emp.) | ||
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Best for Precision Forecasting | User Review "Improve the management of your business's administrative and accounting processes with Clari." DC Debbie C. Enterprise (> 1000 emp.) | ||
Best for Buyer-Intent Intelligence | User Review "Exceptional Email Tracking Transparency That Boosts Prospect Engagement" HW Harris W. Mid-Market (51-1000 emp.) | ||
Best for Process-Driven Guided Selling | User Review "Expanded Email Sync That Boosts Salesforce Visibility" JV Jennifer V. Mid-Market (51-1000 emp.) | ||
Best for AI-ready revenue analytics | User Review "A Forecasting Tool Built for Reality, Not Spreadsheets" T Verified User Enterprise (> 1000 emp.) | ||
Best for Clean, Unified Rev Data | User Review "HubSpot Data Hub Experience" VJ Vibhor J. Mid-Market (51-1000 emp.) | ||
Best for Sales activity visibility and account engagement intelligence | User Review "People.ai Transformed Our Sales Motion with Actionable Insights." JB Jonathan B. Enterprise (> 1000 emp.) | ||
Best for Signal-Driven Outbound | User Review "Precise Outbound Targeting with Flexible, Intentional Prospecting" JK Jay K. Mid-Market (51-1000 emp.) | ||
Best for Forecast governance inside Salesforce-linked pipelines | User Review "Forecasting with AI" A Verified User
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Process-Driven Guided Selling
Buyer's Guide: Revenue Operations & Intelligence (RO&I)
Read Buyer Guide in Detail
All Revenue Operations & Intelligence (RO&I) Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Salesforce Sales Cloud easy to use, simplifying report building and day-to-day sales planning effectively.
Users enjoy the simplicity and efficiency of Salesforce Sales Cloud, enhancing sales calls and overall team management.
Users value the organized lead management in Salesforce Sales Cloud, appreciating its user-friendly interface and customization options.
Users find the learning curve challenging, as configuration and setup can be time-consuming and complicated for newcomers.
Users find the platform overwhelming and complex, requiring training and leading to data clutter and high costs.
Users often express frustration with the missing features in Salesforce Sales Cloud that hinder their operations and workflows.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Gong to be a helpful sales partner, offering intuitive insights and fantastic support for maximizing potential.
Users find Gong's ease of use invaluable, enhancing workflow with intuitive features and AI-driven insights.
Users praise the ease of use for call recordings, enhancing learning and productivity through valuable insights and summaries.
Users struggle with call issues, facing delays in access and difficulties in searching for previous recordings efficiently.
Users face recording issues with Gong, including inaccurate translations and disruptive interruptions at the beginning of calls.
Users criticize the inaccuracy of AI functionality, which sometimes hinders their overall experience and effectiveness.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Clari, enabling seamless pipeline visibility and stress-free forecasting.
Users appreciate the user-friendly interface and robust analytics of Clari, enhancing their outreach and sales strategies.
Users find Clari's ease of use and effective dashboards invaluable for pipeline visibility and team alignment.
Users are frustrated with mandatory Salesforce field dependencies in Clari, wishing for greater autonomy and reduced switching.
Users find the learning curve steep, making it difficult to fully utilize Groove's features effectively.
Users criticize the missing essential features in Clari, leading to a frustrating and inefficient experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the accuracy of Substrata's insights, enhancing their understanding of communication dynamics for effective outreach.
Users value the insightful emotional analysis of Substrata, enhancing their communication and decision-making in business contexts.
Users value the emotional awareness Substrata provides, enhancing communication and fostering trust in business interactions.
Users find the learning curve steep, especially for non-technical users, making initial use challenging.
Users find the limited customization options of Substrata restrictive, hindering personalized insights and user experience.
Users find the complexity of the interface overwhelming initially, making it harder to navigate features effectively.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users commend the ease of use of Revenue Grid, facilitating quick and seamless email transfers to Salesforce.
Users find the seamless Salesforce integration immensely helpful, saving time and enhancing CRM efficiency.
Users value the ease of integration, highlighting quick setup and seamless syncing between Outlook and Salesforce.
Users experience slow loading times occasionally, requiring refreshes and causing delays in accessing features.
Users note a slight learning curve with Revenue Grid, despite excellent documentation and support for guidance.
Users find the missing features in Revenue Grid frustrating, especially regarding email management and mobile integration.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love how MaxIQ provides accurate forecasting with real buyer signals, enhancing clarity and efficiency in reviews.
Users value the ease of use of MaxIQ, appreciating its quick setup and intuitive design for efficient forecasting.
Users find MaxIQ's AI-driven insights invaluable, streamlining forecasting and enhancing clarity in the deal cycle.
Users note a steep learning curve with MaxIQ, requiring time to fully adjust and integrate into daily routines.
Users experience integration issues initially, as some third-party tools are missing and require additional configuration.
Users desire more limited customization options in MaxIQ, hoping for flexible dashboards and third-party integrations.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of HubSpot Data Hub, enjoying quick solutions and streamlined operations for efficiency.
Users enjoy the automation capabilities of HubSpot Data Hub, significantly enhancing operational efficiency and reducing manual tasks.
Users value the two-way data sync in HubSpot Data Hub, enhancing efficiency and collaboration across teams.
Users find limitations in data complexity handling and face challenges with sharing settings and contact differentiation.
Users note a slight learning curve for initial setups, making the tool challenging to navigate at first.
Users notice the missing essential features in HubSpot Data Hub, especially for those not on enterprise plans.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the intuitive interface of People.ai, enhancing their experience with its beautiful design and AI capabilities.
Users appreciate the attractive user interface of People.ai, highlighting its user-friendly design and amazing AI features.
Users love the fantastic AI capabilities of People.ai, emphasizing its amazing app and beautiful user interface.
Users note the limited customization options in People.ai, wishing for more tailored features to enhance their experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Apollo.io, finding it user-friendly and guided for seamless navigation.
Users value the helpful setup process of Apollo.io, finding it easy to start and effective for outreach.
Users value the abundance of leads from Apollo.io, appreciating its accurate data and effective search features.
Users find missing features in Apollo.io limiting, particularly in layout customization and email sequencing options.
Users highlight inaccurate data in Apollo.io, often requiring third-party tools for verification and leading to frustration.
Users experience a learning curve with Apollo.io due to its complex features, requiring time to master the platform.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Aviso's interface easy to use, with intuitive filters that streamline tracking and enhance focus on individuals.
Users value the AI prediction feature in Aviso for providing clarity on quarterly performance and deal management.
Users appreciate the hands-on guidance and robust AI capabilities of Aviso, enhancing organization and analytics significantly.
Users find the learning curve steep, requiring time and training to effectively use Aviso's forecasting features.
Users face challenges with data filtering and modifying commits, finding the information overwhelming and lacking analytical depth.
Users experience slow loading times, with pages taking over 10 seconds to load, hindering workflow efficiency.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the clarity and intuitive analytics of InfiniGrow, enabling informed decisions and tracking performance effectively.
Users appreciate the attribution accuracy of InfiniGrow, enhancing insights and ROI tracking across multiple marketing channels.
Users highlight the constant innovation and excellent customer service of InfiniGrow, enhancing their marketing insights effectively.
Users find the learning curve steep, needing time to fully grasp InfiniGrow's features and effectively utilize its insights.
Users find learning difficulties in mastering InfiniGrow's features and customer journey insights, requiring time and education.
Users face filtering issues that complicate navigation and may hinder overall experience with InfiniGrow.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Terret.ai's interface extremely user-friendly, enabling easy integration and access to vital information efficiently.
Users value the quick and accurate forecasting feature of Terret.ai, enhancing team collaboration and efficiency.
Users value the seamless Salesforce integration of Terret.ai, enhancing visibility and collaboration in managing the sales pipeline.
Users find the lag in Salesforce updates frustrating and desire quicker access to account information.
Users find the note section lacking, struggle with configuration retention, and face rigidity in system setup.
Users experience a significant learning curve with Terret.ai, requiring extra time to grasp the platform's features.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find AccountAim to be exceptionally easy to use, streamlining their processes and enhancing productivity effectively.
Users find AccountAim saves them significant time, allowing for more productivity and focus on key tasks daily.
Users find AccountAim to significantly enhance their productivity by providing efficient account recommendations and saving valuable time.
Users desire more missing features like LinkedIn integration and advanced visualization options for better functionality.
Users wish for a LinkedIn integration in AccountAim to enhance data collection with additional insights.
Users desire more visualization options to enhance interpretability and usability of their dashboards in AccountAim.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find Avoma's feedback and analysis features invaluable for improving call quality and sales effectiveness.
Users find Avoma's ease of use enhances productivity through intuitive design and helpful analytics.
Users highly value the transcript feature for detailed analysis and improvement of sales demonstrations.
Users find Avoma's AI inaccuracy frustrating, as it struggles with transcription quality and misattributing speakers.
Users face recording issues with Avoma, including inaccuracies and problems with unscheduled meeting recordings.
Users experience accuracy issues with Avoma, as transcription mistakes and misquotations hinder trust and usability.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value RevSure's analytics capabilities, enabling clear insights and improving campaign performance and ROI significantly.
Users commend RevSure's exceptional customer support, highlighting their responsiveness and dedication to meeting unique reporting needs.
Users commend RevSure for its exceptional customer support and seamless integration, enhancing their tracking and reporting efficiency.
Users face a steep learning curve with RevSure, requiring time to master its interface and reporting capabilities.
Users find RevSure's complexity challenging and feel it requires extensive training and support for effective use.
Users face filtering issues in RevSure, requiring additional effort to understand and apply the right metrics effectively.
Why You Can Trust G2's Software Rankings
Learn More About Revenue Operations & Intelligence (RO&I) Software
Revenue Operations & Intelligence (RO&I) software buying insights at a glance
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 and 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, Gong, Clari and Substrata. (Source: Grid Report)
What are the top-reviewed Revenue Operations & Intelligence (RO&I) on G2?
- Number of Reviews: 2,735
- Satisfaction: 100
- Market Presence: 99
- G2 Score: 100
- Number of Reviews: 985
- Satisfaction: 89
- Market Presence: 73
- G2 Score: 81
- Number of Reviews: 1,536
- Satisfaction: 67
- Market Presence: 66
- G2 Score: 67
- 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)
Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. (Source 2)
G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)
Learn how G2 scores products. (Source 1)
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., 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., 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., 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., 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., 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., 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, Gong, Clari, and Substrata.
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 – Leading AI-driven platform for unified revenue data, insights, and automated sales workflows.
- Salesforce Sales Cloud – Comprehensive sales and revenue management, forecasting, and intelligence.
- Salesloft – 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, 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, MaxIQ, Apollo.io, Substrata.
