# Best Customer Revenue Optimization (CRO) Software

## How Many Customer Revenue Optimization (CRO) Software Products Does G2 Track?

**Total Products under this Category:** 66

### Category Stats (Jul 2026)

- **Average Rating:** 4.6/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Oliv AI (+1.66%) - Among all products in this category, Oliv AI recorded the largest rating increase compared to last month

_Last updated: July 27, 2026_

## How Does G2 Rank Customer Revenue Optimization (CRO) Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 19,400+ Authentic Reviews
- 66+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Customer Revenue Optimization (CRO) Software
 ![G2 Grid® for Customer Revenue Optimization (CRO) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/customer-revenue-optimization/grids.png?focus%5B%5D=7788&focus%5B%5D=3054&focus%5B%5D=24723&focus%5B%5D=24829&focus%5B%5D=1202953&focus%5B%5D=155339&focus%5B%5D=70836&focus%5B%5D=130126)

Highlighted products: Clari, Gainsight Customer Success, ChurnZero, Planhat, Aligned, Accord, Vitally, and Terret.ai.

Underlying data: [Grid® JSON](https://www.g2.com/categories/customer-revenue-optimization/grids.json?focus%5B%5D=clari&focus%5B%5D=gainsight-customer-success&focus%5B%5D=churnzero&focus%5B%5D=planhat&focus%5B%5D=teamaligned&focus%5B%5D=accord-accord&focus%5B%5D=vitally&focus%5B%5D=terret-ai)

**Sponsored**

### Common Room

Common Room is an AI GTM platform that helps revenue teams — including Sales, Marketing, and RevOps — at mid-market and enterprise B2B companies move from fragmented buyer data to precise, AI-driven execution at scale. Most GTM teams operate on incomplete information, with reps toggling between tools and ops teams manually stitching systems together. Common Room solves this by unifying first-party customer data with real-world buyer signals into a continuously updated system of complete and trusted buyer intelligence, powered by Context360 (AI identity resolution) and AI waterfall enrichment across a 400M+ contact directory. Revenue teams use that intelligence foundation to put AI agents to work across core GTM workflows — prioritizing the right accounts, researching contacts, mapping stakeholders, and personalizing outreach based on real buyer context. A configurable Revenue Control Plane gives revenue architects enterprise-grade governance, permissioning, and managed integrations to design and scale AI-native GTM workflows across the business. Key capabilities include: -Complete buyer intelligence: Unifies CRM, product, marketing, and engagement signals with real-world buyer activity into a person-level, always up-to-date view of every buyer - AI agents across GTM workflows: Automates account prioritization, contact research, stakeholder mapping, data hygiene, and personalized outreach without adding headcount -Revenue Control Plane: Central governance layer for revenue architects to build, deploy, and scale plays with enterprise-grade controls and fully managed integrations -Embedded workflow activation: Delivers buyer intelligence and AI-guided actions directly inside Slack, email, Salesforce, browser extensions, and AI assistants — no behavior change required -Enterprise-ready at scale: Supports teams of 50 to 1,000+ reps across multiple GTM motions, eliminating the need for GTM engineers, enrichment vendors, or external orchestration tools

[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=2050&secure%5Bchosen_at%5D=2026-07-28T21%3A58%3A59Z&secure%5Bdisplayable_resource_id%5D=1389&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1389&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=167460&secure%5Bresource_id%5D=2050&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcustomer-revenue-optimization%3Fopen_modal_url%3D%252Fproducts%252Fclari%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fcustomer-revenue-optimization%2526source%253Dcategory&secure%5Btoken%5D=194cd739eeca15941e72eae0f6a029e1d12fa92e2eebeb60de990f8f22cd6d66&secure%5Burl%5D=https%3A%2F%2Fwww.commonroom.io%2Fhello%2Fproduct%2Fai%2F%3Futm_source%3Dg2%26utm_medium%3Dpaid-review-site%26utm_campaign%3Dg2-clicks&secure%5Burl_type%5D=custom_url)

[
Clari
](https://www.g2.com/products/clari/reviews)

By [Salesloft](https://www.g2.com/sellers/salesloft)

[

4.6/5(5,609)

](https://www.g2.com/products/clari/reviews)

What do users say?

Users consistently praise Clari for its ease of use and real-time visibility into sales pipelines, which significantly enhances forecasting accuracy and decision-making. The platform's integration wit

Pros and Cons

[
Ease of Use (722)
](https://www.g2.com/products/clari/reviews?qs=pros-and-cons)[
Limitations (186)
](https://www.g2.com/products/clari/reviews?qs=pros-and-cons)

### [Clari](https://www.g2.com/products/clari/reviews)

Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth.

**Average Rating:** 4.6/5.0

**Total Reviews:** 5,503

#### How Do G2 Users Rate Clari?

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.1/10 (Category avg: 8.4/10)
- **Playbooks:** 7.1/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Clari?

- **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft)
- **Year Founded:** 2011
- **HQ Location:** Atlanta, GA
- **Twitter:** @Salesloft  
18,437 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1c72bf0f0f6a02380b7fe128396fa033291b10b85b3fc210dd4659ed9b53b1e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296178%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,097 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 47% Medium, 41% Large

#### What Do G2 Reviewers Say About Clari?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Clari for forecasting, appreciating its intuitive interface and seamless updates.
- Users appreciate the **ease of use** in Clari's Forecasting, allowing quick updates and excellent tracking against quotas.
- Users appreciate Clari for its **real-time updates and seamless Salesforce integration** , enhancing workflow efficiency and visibility in sales opportunities.
- Users find the **Salesforce integration** invaluable for streamlined data management and enhanced forecasting capabilities within Clari.
- Users find Clari **incredibly helpful** for easy forecasting and effective revenue management, simplifying admin tasks significantly.

##### Cons

- Users experience **customization limitations** with Clari, making it difficult to meet unique business needs effectively.
- Users find **limited customization** in Clari, hindering tailored solutions for unique business needs and team insights.
- Users experience a **steep learning curve** with Clari due to initial configuration and a confusing UI layout.
- Users find **missing features** in Clari, with limitations in filtering, customization, and mobile app functionality affecting their experience.
- Users experience **inconsistent Salesforce data reflection** in Clari, leading to confusion and potential errors in reporting.

#### What Are Recent G2 Reviews of Clari?

**["Clari has met and exceed our expectations for our GTM Oganization"](https://www.g2.com/survey_responses/clari-review-10775002)**

**Rating:** 4.0/5.0 stars

_— Eric M._

[Read full review](https://www.g2.com/survey_responses/clari-review-10775002)

**["Clari Platform Review from a RevOps Perspective"](https://www.g2.com/survey_responses/clari-review-12400239)**

**Rating:** 5.0/5.0 stars

_— Matt D._

[Read full review](https://www.g2.com/survey_responses/clari-review-12400239)

#### What Are G2 Users Discussing About Clari?

- [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment
- [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field)
- [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment
- [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote
- [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments

[
Gainsight Customer Success
](https://www.g2.com/products/gainsight-customer-success/reviews)

By [Gainsight Inc.](https://www.g2.com/sellers/gainsight-inc)

[

4.5/5(1,753)

](https://www.g2.com/products/gainsight-customer-success/reviews)

What do users say?

Users consistently praise the product for its flexibility and customization, allowing teams to tailor workflows and reports to their specific needs. The platform's ability to centralize customer data

Pros and Cons

[
Ease of Use (96)
](https://www.g2.com/products/gainsight-customer-success/reviews?qs=pros-and-cons)[
Not Intuitive (24)
](https://www.g2.com/products/gainsight-customer-success/reviews?qs=pros-and-cons)

### [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews)

Gainsight Customer Success brings together rich agentic insights, relationship-level intelligence, and a multi-dimensional health scoring to surface risk and expansion opportunities a full quarter earlier, then turns those insights into action through coordinated retention, expansion, and renewal motions across every customer segment, including the long-tail. Designed for enterprise complexity spanning multiple products, hierarchies, and stakeholders, Gainsight supports human-led, digital-led, and agent-led programs, enabling teams to scale outcomes across their entire book of business and deliver Retention-as-a-Service (RaaS). The result is measurable impact and scale, including 50% increased CSM capacity, 15% higher expansion, 95% forecast accuracy, and 20% reduced churn—all backed by a decade of CS expertise and the largest community of CS professionals.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,718

#### How Do G2 Users Rate Gainsight Customer Success?

- **Quality of Support:** 8.6/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.8/10 (Category avg: 8.4/10)
- **Playbooks:** 7.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Gainsight Customer Success?

- **Seller:** [Gainsight Inc.](https://www.g2.com/sellers/gainsight-inc)
- **Company Website:** www.gainsight.com
- **Year Founded:** 2009
- **HQ Location:** San Francisco, CA
- **Twitter:** @GainsightHQ  
13,119 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=85a34abb9897c7140c711174cddac2af3363ec5532f5b0ba46c2fa230fde5273&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F841640%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,129 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 56% Medium, 32% Large

#### What Do G2 Reviewers Say About Gainsight Customer Success?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Gainsight, praising its organization and comprehensive account tracking features.
- Users value the **centralized information** in Gainsight, which helps them efficiently track account interactions and generate insights.
- Users value the **visibility** Gainsight provides through a unified dashboard, enhancing organization and customer engagement effortlessly.
- Users value the **intuitive customer support** of Gainsight, enhancing productivity and proactive engagement for their teams.
- Users value the **intuitive interface** of Gainsight Customer Success for its ease of navigation and clear data visibility.

##### Cons

- Users find Gainsight Customer Success **not intuitive** , requiring formal training and having a clunky interface that complicates user experience.
- Users note the **lack of custom reporting features** limits detailed data analysis and overall functionality of Gainsight.
- Users highlight the **steep learning curve** for customizing dashboards, requiring significant technical skills for effective use.
- Users find it challenging due to **limited customization** options in Gainsight, leading to a less user-friendly experience.
- Users find Gainsight Customer Success to have a **complexity that can overwhelm** and slow down productivity at times.

#### What Are Recent G2 Reviews of Gainsight Customer Success?

**["Gainsight Unifies Customer Health Data with Powerful Staircase Insights"](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)**

**Rating:** 5.0/5.0 stars

_— Scott M._

[Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12879507)

**["Always-Available Support That Finds a Solution"](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699)**

**Rating:** 4.5/5.0 stars

_— Octavio M._

[Read full review](https://www.g2.com/survey_responses/gainsight-customer-success-review-12972699)

#### What Are G2 Users Discussing About Gainsight Customer Success?

- [What is Gainsight used for?](https://www.g2.com/discussions/what-is-gainsight-used-for) - 2 comments
- [What is Gainsight PX?](https://www.g2.com/discussions/gainsight-what-is-gainsight-px) - 2 comments
- [Who are Gainsight competitors?](https://www.g2.com/discussions/who-are-gainsight-competitors)
- [What is Gainsight software?](https://www.g2.com/discussions/what-is-gainsight-software) - 2 comments

[
ChurnZero
](https://www.g2.com/products/churnzero/reviews)

By [ChurnZero](https://www.g2.com/sellers/churnzero)

[

4.7/5(1,606)

](https://www.g2.com/products/churnzero/reviews)

What do users say?

Users consistently praise ChurnZero for its ease of use and powerful automation features, which streamline customer management and enhance productivity. The platform's ability to centralize customer d

Pros and Cons

[
Ease of Use (139)
](https://www.g2.com/products/churnzero/reviews?qs=pros-and-cons)[
Learning Curve (54)
](https://www.g2.com/products/churnzero/reviews?qs=pros-and-cons)

### [ChurnZero](https://www.g2.com/products/churnzero/reviews)

ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience. The platform unifies your customer data, team expertise, and AI into a single system engineered to elevate customer success. It provides clear insight into what customers need and helps you deliver it, making it easy to scale onboarding, adoption, renewal, and expansion programs as your customer base grows. ChurnZero’s AI agents are purpose-built for the specific needs of customer teams. They interpret customer data, embed seamlessly into your existing workflows, and are flexible by design. You decide how much you want AI to do, and where and when it does it, so you’re always in control. ChurnZero is more than software. Our CS, implementation, and support teams are true partners who ensure your team succeeds at scale.

**Average Rating:** 4.7/5.0

**Total Reviews:** 1,591

#### How Do G2 Users Rate ChurnZero?

- **Quality of Support:** 9.5/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.3/10 (Category avg: 8.4/10)
- **Playbooks:** 8.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind ChurnZero?

- **Seller:** [ChurnZero](https://www.g2.com/sellers/churnzero)
- **Company Website:** churnzero.com
- **Year Founded:** 2015
- **HQ Location:** Washington, District of Columbia
- **Twitter:** @churnzero  
1,792 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b89852c213c504201beddc5ec592f21f9fc3de4f10ae13c95f5b53cffedc6d33&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9475578%2F&secure%5Burl_type%5D=linkedin_company_website)  
147 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Director of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 62% Medium, 28% Small

#### What Do G2 Reviewers Say About ChurnZero?

_AI-generated summary from verified user reviews_

##### Pros

- Users find ChurnZero to be **intuitive and easy to use** , enhancing their onboarding and daily tasks effectively.
- Users appreciate the **user-friendly interface and efficient client engagement tools** of ChurnZero, enhancing productivity and teamwork.
- Users value ChurnZero's **automation capabilities** , which streamline workflows and enhance engagement through efficient task management.
- Users value the **fantastic and responsive customer support** from ChurnZero, enhancing their data management and workflow efficiency.
- Users value ChurnZero's **efficiency** in streamlining workflows and organizing customer data for targeted success initiatives.

##### Cons

- Users find the **learning curve challenging** , as navigating the interface and setup can be time-consuming.
- Users find the **complexity** of ChurnZero's interface challenging, especially when seeking specific options or reports.
- Users find the platform **not intuitive** , often feeling overwhelmed and facing a steep learning curve initially.
- Users express frustration over **missing automation and paywalled features** , complicating their workflow and increasing costs.
- Users highlight a **steep learning curve** for ChurnZero, finding it challenging to navigate segmentation and available options.

#### What Are Recent G2 Reviews of ChurnZero?

**["ChurnZero as a Source of Truth: AI Automation, Dashboards, and Flexible Reporting"](https://www.g2.com/survey_responses/churnzero-review-13099774)**

**Rating:** 4.5/5.0 stars

_— Nichole M._

[Read full review](https://www.g2.com/survey_responses/churnzero-review-13099774)

**["Powerful Segmentation and Easy Automations Backed by Helpful Support"](https://www.g2.com/survey_responses/churnzero-review-13175194)**

**Rating:** 5.0/5.0 stars

_— Matthew C._

[Read full review](https://www.g2.com/survey_responses/churnzero-review-13175194)

#### What Are G2 Users Discussing About ChurnZero?

- [What is ChurnZero used for?](https://www.g2.com/discussions/what-is-churnzero-used-for) - 1 comment

[
Planhat
](https://www.g2.com/products/planhat/reviews)

By [Planhat](https://www.g2.com/sellers/planhat)

[

4.5/5(953)

](https://www.g2.com/products/planhat/reviews)

What do users say?

Users consistently praise the intuitive UI and customizability of Planhat, which allows teams to tailor workflows and dashboards to their specific needs. The platform's ability to centralize customer

Pros and Cons

[
Ease of Use (172)
](https://www.g2.com/products/planhat/reviews?qs=pros-and-cons)[
Learning Curve (92)
](https://www.g2.com/products/planhat/reviews?qs=pros-and-cons)

### [Planhat](https://www.g2.com/products/planhat/reviews)

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us.

**Average Rating:** 4.5/5.0

**Total Reviews:** 941

#### How Do G2 Users Rate Planhat?

- **Quality of Support:** 9.2/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.6/10 (Category avg: 8.4/10)
- **Playbooks:** 8.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Planhat?

- **Seller:** [Planhat](https://www.g2.com/sellers/planhat)
- **Company Website:** www.planhat.com
- **Year Founded:** 2015
- **HQ Location:** Stockholm, Stockholm County
- **Twitter:** @planhat  
1,045 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website)  
232 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Head of Customer Success
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 59% Medium, 32% Small

#### What Do G2 Reviewers Say About Planhat?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency.
- Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success.
- Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs.
- Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity.
- Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health.

##### Cons

- Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation.
- Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively.
- Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts.
- Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially.
- Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation.

#### What Are Recent G2 Reviews of Planhat?

**["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)**

**Rating:** 5.0/5.0 stars

_— Ty R._

[Read full review](https://www.g2.com/survey_responses/planhat-review-11771625)

**["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)**

**Rating:** 4.5/5.0 stars

_— Carly P._

[Read full review](https://www.g2.com/survey_responses/planhat-review-13119419)

#### What Are G2 Users Discussing About Planhat?

- [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for)

## FAQs About Customer Revenue Optimization (CRO) Software

Generated using AI

Last updated: June 3, 2026

### Which is the best CRO platform for boosting sales performance

According to verified users, customer revenue optimization platforms help teams improve visibility, forecasting, and follow-through across pipeline and renewals. Recent G2 reviews most often mention clearer account health, better prioritization, stronger stakeholder alignment, and less manual reporting. Buyers evaluating this category tend to look for tools that centralize customer and revenue signals, surface risk earlier, and support action across sales, customer success, and revenue operations. In this review set, recurring themes include pipeline clarity, renewal visibility, account health monitoring, automation, and shared workflows that keep teams aligned around next steps and revenue goals.

### Which CRO solution offers the best ROI measurement

According to verified users, the strongest ROI measurement experiences come from platforms that connect revenue data, customer activity, and team workflows in one place. Across recent G2 reviews, buyers repeatedly describe time savings from reduced manual reporting, better renewal tracking, clearer account health, and more confident forecasting. Reviewers also value tools that tie usage, engagement, and risk indicators back to revenue outcomes so teams can prioritize the right accounts. In this category, ROI is usually described through improved efficiency, stronger retention visibility, earlier risk detection, and better coordination across sales, customer success, and operations rather than through standalone reporting alone.

### Which platform is best for customer lifecycle revenue tracking

According to verified users, platforms for customer lifecycle revenue tracking are most helpful when they connect onboarding, usage, renewals, expansions, and account health in a single workspace. Recent G2 reviews describe value from seeing the full customer journey instead of switching between spreadsheets, CRM records, and separate reporting tools. Buyers in this category often prioritize lifecycle visibility, health scoring, renewal planning, stakeholder tracking, and actionable alerts. Reviews also highlight the importance of surfacing churn risk and expansion signals early so teams can act before revenue issues become harder to manage. The strongest products in this category support both visibility and execution.

### What is customer revenue optimization software

Customer revenue optimization software is used to give revenue teams a clearer view of customer health, pipeline, renewals, expansion opportunities, and revenue risk in one place. In recent G2 reviews, users describe these tools as centralizing customer data, usage signals, forecasts, account activity, and workflows so teams can act faster and with more consistency. Common use cases include tracking renewals, identifying churn risk, prioritizing outreach, improving forecasting, managing account plans, and reducing manual reporting. Rather than relying on disconnected spreadsheets or multiple systems, these platforms help sales, customer success, and revenue operations work from a shared source of truth.

### What features define modern customer revenue optimization

G2 reviewers mention several features repeatedly in recent customer revenue optimization reviews. Common priorities include health scoring, renewal tracking, forecasting, account segmentation, dashboards, workflow automation, and alerts tied to risk or opportunity. Buyers also look for integrations that pull together CRM, usage, communication, and support data so teams can work from one view. Many reviews emphasize AI summaries, sentiment analysis, call insights, and templates that reduce manual follow-up. Another recurring theme is collaboration support, such as shared plans, task ownership, and timeline visibility. Together, these features help teams move from reactive account management to more proactive retention, expansion, and revenue planning.

[
Aligned
](https://www.g2.com/products/teamaligned/reviews)

By [Aligned](https://www.g2.com/sellers/aligned-a2fce055-0d38-4926-9b33-4576c5960995)

[

4.7/5(1,281)

](https://www.g2.com/products/teamaligned/reviews)

What do users say?

Users consistently praise the product for its ease of use and centralized organization of sales materials, which simplifies complex deal management. The intuitive interface allows for quick setup and

Pros and Cons

[
Ease of Use (419)
](https://www.g2.com/products/teamaligned/reviews?qs=pros-and-cons)[
Limited Customization (77)
](https://www.g2.com/products/teamaligned/reviews?qs=pros-and-cons)

### [Aligned](https://www.g2.com/products/teamaligned/reviews)

Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Aligned brings structure to the messy space between your CRM and your buyer, where most deals actually win or stall: stakeholder complexity, unclear next steps, champions selling internally, and decisions happening asynchronously across emails, decks, threads, and scattered tools. CRMs record what happened. Aligned is the system of action that helps teams execute what needs to happen next, together with the buyer. Used by Account Executives, Sales Leaders, Enablement, RevOps, and Customer Success teams, Aligned combines a Digital Sales Room and Client Portal into a single workspace that supports the full revenue lifecycle, from pipeline creation to onboarding and expansion. Teams consolidate all buyer and customer materials, plans, and communications in one place, with visibility and control over the deal narrative. With the AI Deal Workspace, Aligned goes beyond organizing content. AI works inside the workflow with full deal context to keep execution moving forward: \* Auto-builds deal resources after every call, including an executive summary, requested content, and action items, with no prompts or setup \* Reads signals across calls, email, CRM, and workspace engagement to flag risk, surface what changed, and recommend the next best move \* Maps stakeholders automatically to uncover hidden influencers, track buying signals, and guide multithreading \* Generates and maintains key deal assets like business cases, mutual action plans, recap pages, and follow-up emails for review and send \* Gives buyers AI inside the workspace to summarize content, answer security and compliance questions, and progress decisions asynchronously, all in one link with no login under the seller’s control By replacing traditional workflows like email threads, spreadsheets, attachments, and disconnected links, Aligned reduces buyer friction, improves alignment across the buying committee, equips champions, and creates more predictable execution for complex B2B deals. Key capabilities include: \* Digital Sales Rooms for proposals, decks, demo recordings, stakeholder content, and mutual action plans \* Buyer engagement signals across stakeholders to guide follow-up and prioritize execution \* Shared onboarding and customer workspaces to streamline implementation and reduce time-to-value \* Client Portal-style collaboration for ongoing customer management, expansions, and renewals Aligned is used by 50,000+ sales and customer success teams, with 1M+ buyers collaborating in workspaces every month, and is recognized by G2 as a category leader.

**Average Rating:** 4.7/5.0

**Total Reviews:** 1,269

#### How Do G2 Users Rate Aligned?

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.1/10 (Category avg: 8.4/10)
- **Playbooks:** 9.2/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 6.6/10 (Category avg: 10/10)

#### Who Is the Company Behind Aligned?

- **Seller:** [Aligned](https://www.g2.com/sellers/aligned-a2fce055-0d38-4926-9b33-4576c5960995)
- **Company Website:** alignedup.com
- **Year Founded:** 2021
- **HQ Location:** Tel Aviv
- **Twitter:** @Aligned\_up  
5 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f059a7aed5388b32e8a3e9f13a1d680b1dcadb573c489cab4393b0db26a07f4d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falignedup&secure%5Burl_type%5D=linkedin_company_website)  
72 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:** 49% Medium, 43% Small

#### What Do G2 Reviewers Say About Aligned?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Aligned's **ease of use** exceptional, enabling quick setup for effective project and presentation collaboration.
- Users enjoy the **centralized digital space** of Aligned, enhancing collaboration and clarity in the client journey.
- Users value the **sophisticated team collaboration** of Aligned, enjoying organized spaces for effective communication and information sharing.
- Users rave about Aligned's **efficiency** , making document management and tracking seamless during critical sales processes.
- Users benefit from **streamlined organization** in Aligned, enhancing collaboration and accessibility for better sales outcomes.

##### Cons

- Users feel there is **limited customization** , affecting the personalization and functionality of Aligned's features and reports.
- Users find the **learning curve steep** , needing time to navigate and understand Aligned's features effectively.
- Users find the **missing features** in Aligned, such as limited report exports and customization options, frustrating.
- Users find **integration issues** with their CRM, resulting in bugs and difficulty accessing specific rooms efficiently.
- Users find Aligned frustrating due to its **limited features** , leading to a lack of customization and integration issues.

#### What Are Recent G2 Reviews of Aligned?

**["A great collaboration tool that saves me hours every week"](https://www.g2.com/survey_responses/aligned-review-13138482)**

**Rating:** 4.5/5.0 stars

_— Dakshata M._

[Read full review](https://www.g2.com/survey_responses/aligned-review-13138482)

**["From Cold Outreach to Engaged Prospects"](https://www.g2.com/survey_responses/aligned-review-13051537)**

**Rating:** 5.0/5.0 stars

_— Nancy F._

[Read full review](https://www.g2.com/survey_responses/aligned-review-13051537)

[
Accord
](https://www.g2.com/products/accord-accord/reviews)

By [Accord](https://www.g2.com/sellers/accord)

[

4.9/5(211)

](https://www.g2.com/products/accord-accord/reviews)

What do users say?

Users consistently praise Accord for its ease of use and ability to keep all project resources organized in one place. This centralization enhances collaboration and communication, making it easier fo

Pros and Cons

[
Ease of Use (46)
](https://www.g2.com/products/accord-accord/reviews?qs=pros-and-cons)[
Integration Issues (6)
](https://www.g2.com/products/accord-accord/reviews?qs=pros-and-cons)

### [Accord](https://www.g2.com/products/accord-accord/reviews)

Accord is the AI-Powered Revenue Excellence Platform that transforms what top sellers do naturally—multi-threading, mutual action plans, and CFO-proof business cases—into unavoidable playbooks for every rep. Accord Intelligence handles the busy work by automating account research, stakeholder mapping, and more so your team can focus on selling. The result: Accord customers see an average 40% increase in deal size.

**Average Rating:** 4.9/5.0

**Total Reviews:** 209

#### How Do G2 Users Rate Accord?

- **Quality of Support:** 9.7/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.9/10 (Category avg: 8.4/10)
- **Playbooks:** 9.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 4.0/10 (Category avg: 10/10)

#### Who Is the Company Behind Accord?

- **Seller:** [Accord](https://www.g2.com/sellers/accord)
- **Company Website:** inaccord.com
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **Twitter:** @inaccord  
130 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1b596409d74db8e7a3231d7b5197291c7687e7b1078c7724988d7a50538b8b8e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finaccord%2F&secure%5Burl_type%5D=linkedin_company_website)  
219 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:** 51% Medium, 26% Large

#### What Do G2 Reviewers Say About Accord?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Accord, facilitating smooth collaboration and project management for teams and clients.
- Users value the **simplified teamwork** in Accord, enabling seamless collaboration and accountability throughout the sales process.
- Users value Accord for its **efficient organization** , streamlining project management and enhancing accountability through clear documentation.
- Users value the **data centralization** in Accord, ensuring everything is organized and easily accessible for efficient collaboration.
- Users commend Accord for its **efficiency** , streamlining deal management and enhancing collaboration across teams with ease.

##### Cons

- Users seek improvements in **integration with Gong** , desiring better synchronization and flexibility in modifications.
- Users note a **lack of integrations** with other tools, limiting workflow efficiency and automation capabilities.
- Users find the **time consumption** due to manual tasks and translation requirements to be a major drawback.
- Users note the **limited features** in Accord, wishing for more robust project management and content permissions.
- Users find the **time management** challenging due to manual processes and complicated workflows that hinder efficiency.

#### What Are Recent G2 Reviews of Accord?

**["A Shared Customer Workspace That Streamlines Success Plans from Pre-Sale to Renewal"](https://www.g2.com/survey_responses/accord-review-13123848)**

**Rating:** 5.0/5.0 stars

_— Rod D._

[Read full review](https://www.g2.com/survey_responses/accord-review-13123848)

**["Accord has made it so easy to stay organized and collaborative!"](https://www.g2.com/survey_responses/accord-review-11045106)**

**Rating:** 5.0/5.0 stars

_— Heather D._

[Read full review](https://www.g2.com/survey_responses/accord-review-11045106)

#### What Are G2 Users Discussing About Accord?

- [What is Accord used for?](https://www.g2.com/discussions/what-is-accord-used-for) - 1 comment

[
Vitally
](https://www.g2.com/products/vitally/reviews)

By [Vitally](https://www.g2.com/sellers/vitally)

[

4.5/5(705)

](https://www.g2.com/products/vitally/reviews)

What do users say?

Users consistently praise the AI Copilot feature for its ability to streamline tasks and enhance productivity, making account management significantly easier. The platform's customization options allo

Pros and Cons

[
Ease of Use (46)
](https://www.g2.com/products/vitally/reviews?qs=pros-and-cons)[
Complexity (16)
](https://www.g2.com/products/vitally/reviews?qs=pros-and-cons)

### [Vitally](https://www.g2.com/products/vitally/reviews)

Vitally is the AI-powered Customer Success Platform built to help Customer Success teams, CS Ops leaders, and revenue-driven organizations deliver exceptional customer experiences, overcome challenges, operate with greater efficiency, and drive measurable business growth. In today’s competitive SaaS landscape, CS teams need more than just data visibility. They need actionable intelligence. Vitally unifies all of your customer-facing data from across your tech stack into a single source of truth with real-time, bi-directional integrations. This ensures your Customer Success team always has the most accurate, up-to-date insights to guide strategic decisions. With AI at its core, Vitally predicts churn risk, uncovers expansion opportunities, and helps teams prioritize the right actions at the right time. Customer Success leaders can analyze account and user health, track lifecycle stages, and segment customers with precision. Intelligent Health Scores highlight areas that need immediate attention, while lifecycle tracking ensures every customer stays on the path to success. Vitally is built to empower CS Ops teams to standardize and automate critical workflows. From onboarding to renewals, CS-specific project management keeps teams organized and aligned. Automated notifications and AI-assisted Playbooks adapt to changing customer needs, ensuring timely engagement and consistent delivery of value. Our advanced analytics and reporting tools transform raw customer data into visually rich dashboards and actionable insights. Customer Success managers can identify trends, celebrate wins, and surface opportunities for revenue growth. Vitally gives leaders the ability to measure performance, prove the impact of Customer Success, and make data-backed decisions. From fast-growing startups to established B2B SaaS leaders, companies choose Vitally for its combination of AI-powered insights, deep integrations, and intuitive user experience. Vitally enables organizations to proactively reduce churn, improve net revenue retention, and deliver measurable results at scale. Schedule a demo today to see how Vitally’s AI-driven Customer Success Platform can transform your CS operations, empower your team, and help you achieve your most ambitious growth goals.

**Average Rating:** 4.5/5.0

**Total Reviews:** 696

#### How Do G2 Users Rate Vitally?

- **Quality of Support:** 9.0/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.2/10 (Category avg: 8.4/10)
- **Playbooks:** 8.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Vitally?

- **Seller:** [Vitally](https://www.g2.com/sellers/vitally)
- **Company Website:** vitally.io
- **Year Founded:** 2017
- **HQ Location:** New York
- **Twitter:** @vitally\_io  
474 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5252842c882b7c9f5229344a3119800df728194cc3f1d38dfa18a125e0424f6b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11075131%2F&secure%5Burl_type%5D=linkedin_company_website)  
135 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, CSM
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Medium, 41% Small

#### What Do G2 Reviewers Say About Vitally?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Vitally, thanks to its intuitive design and seamless integration with tools.
- Users appreciate the **seamless integrations** offered by Vitally, enhancing workflows and automating processes across platforms.
- Users find Vitally's **intuitive interface** to be user-friendly, enhancing their experience for both admins and end users.
- Users value the **customization options** in Vitally, enhancing their workflow and tailoring the tool to their needs.
- Users highlight the **automation capabilities** of Vitally, enhancing efficiency and ensuring no task is overlooked.

##### Cons

- Users find Vitally's **complexity overwhelming** , requiring significant effort and technical know-how for effective use and integration.
- Users find **integration issues** with Vitally challenging, especially when dealing with non-direct connections to other tools.
- Users note the **steep learning curve** for Vitally, requiring time and investment to fully grasp its customizable features.
- Users find Vitally to be **not intuitive** , requiring significant time and effort to fully understand and utilize effectively.
- Users find the **steep learning curve** of Vitally overwhelming, particularly for non-technical team members during setup.

#### What Are Recent G2 Reviews of Vitally?

**["Solid Tool with Room for Improvement"](https://www.g2.com/survey_responses/vitally-review-12770363)**

**Rating:** 4.0/5.0 stars

_— Satwik K._

[Read full review](https://www.g2.com/survey_responses/vitally-review-12770363)

**["A Truly Excellent Tool"](https://www.g2.com/survey_responses/vitally-review-11904290)**

**Rating:** 5.0/5.0 stars

_— Kirsten B._

[Read full review](https://www.g2.com/survey_responses/vitally-review-11904290)

#### What Are G2 Users Discussing About Vitally?

- [What is Vitally used for?](https://www.g2.com/discussions/what-is-vitally-used-for)

[
Terret.ai
](https://www.g2.com/products/terret-ai/reviews)

By [Terret](https://www.g2.com/sellers/terret)

[

4.4/5(615)

](https://www.g2.com/products/terret-ai/reviews)

What do users say?

Users consistently praise the ease of use and seamless integration with Salesforce, which simplifies forecasting and pipeline management. The intuitive interface allows for quick updates and clear vis

Pros and Cons

[
Forecasting Ease (31)
](https://www.g2.com/products/terret-ai/reviews?qs=pros-and-cons)[
Salesforce Integration (31)
](https://www.g2.com/products/terret-ai/reviews?qs=pros-and-cons)

### [Terret.ai](https://www.g2.com/products/terret-ai/reviews)

Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret.

**Average Rating:** 4.4/5.0

**Total Reviews:** 611

#### How Do G2 Users Rate Terret.ai?

- **Quality of Support:** 9.0/10 (Category avg: 9.3/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Terret.ai?

- **Seller:** [Terret](https://www.g2.com/sellers/terret)
- **Company Website:** terret.ai
- **Year Founded:** 2018
- **HQ Location:** Santa Clara, CA
- **Twitter:** @terret\_ai
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=94ae1027234f4bb9aefbe9a4102ee6b78de305826e6ed147f8eb12bbdc62a314&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fboostup-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
50 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Enterprise Account Executive
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Medium, 32% Large

#### What Do G2 Reviewers Say About Terret.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **forecasting easy** with Terret.ai, enjoying seamless integration and clear visibility of their renewals and opportunities.
- Users appreciate the **powerful analytics** of Terret.ai, enhancing decision-making through quick and customizable dashboard insights.
- Users value the **efficiency** of Terret.ai, greatly improving productivity and simplifying pipeline management for their companies.
- Users appreciate the **easy access** to comprehensive business insights through a single, well-organized dashboard.
- Users value the **seamless integration with SFDC** , enhancing efficiency in updating records and forecasting.

##### Cons

- Users experience **connection issues with Salesforce** , leading to lags and difficulties in data refresh rates.
- Users experience **integration issues** with Salesforce that complicate syncing and updating data, impacting overall user experience.
- Users find **forecasting issues** with Terret.ai due to limitations in hierarchy and Salesforce data cleanliness affecting functionality.
- Users find the **reporting capabilities inadequate** , highlighting a need for greater flexibility and precision in tracking forecasts.
- Users note that **difficult reporting** limits flexibility and complicates tracking of forecast accuracy across currencies and categories.

#### What Are Recent G2 Reviews of Terret.ai?

**["Revolutionized Our Pipeline Management"](https://www.g2.com/survey_responses/terret-ai-review-12596787)**

**Rating:** 4.0/5.0 stars

_— Kody E._

[Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787)

**["Boostup is a great tool to have everything in one place! Love it"](https://www.g2.com/survey_responses/terret-ai-review-8403565)**

**Rating:** 5.0/5.0 stars

_— Ronny B._

[Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565)

#### What Are G2 Users Discussing About Terret.ai?

- [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for)

[
Aviso
](https://www.g2.com/products/aviso/reviews)

By [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc)

[

4.3/5(986)

](https://www.g2.com/products/aviso/reviews)

What do users say?

Users consistently praise the ease of use and intuitive interface of Aviso, which simplifies forecasting and deal management. Many appreciate how it consolidates data, allowing for better visibility a

Pros and Cons

[
Ease of Use (88)
](https://www.g2.com/products/aviso/reviews?qs=pros-and-cons)[
Learning Curve (37)
](https://www.g2.com/products/aviso/reviews?qs=pros-and-cons)

### [Aviso](https://www.g2.com/products/aviso/reviews)

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 mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 975

#### How Do G2 Users Rate Aviso?

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 8.7/10 (Category avg: 8.4/10)
- **Playbooks:** 8.4/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Aviso?

- **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc)
- **Company Website:** www.aviso.com
- **Year Founded:** 2014
- **HQ Location:** Redwood City, CA
- **Twitter:** @AvisoInc  
895 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=190c48dc3d3231155d9e9039b9b23a7ea9b937faedc87ba6f04404ba7c38e625&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3713385%2F&secure%5Burl_type%5D=linkedin_company_website)  
373 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Executive, Account Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 42% Large, 42% Medium

#### What Do G2 Reviewers Say About Aviso?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Aviso, with intuitive filters and clear dashboards enhancing their experience.
- Users value the **AI prediction feature** in Aviso, enhancing their ability to forecast and focus on key deals.
- Users value the **extensive feature set** of Aviso, enhancing their sales forecasting and routines effectively.
- Users enjoy the **clean and organized UI** of Aviso, which enhances navigation and insights for better decision-making.
- Users value the **efficiency** of Aviso, enabling fast updates and seamless data management for sales forecasts.

##### Cons

- Users experience a **steep learning curve** with Aviso, as setup and navigation can be challenging and time-consuming.
- Users report **slow loading times** exceeding 10 seconds per page, hindering their workflow and efficiency.
- Users experience **inaccurate data** with Aviso, leading to issues in salesforce integration and unreliable AI forecasts.
- Users find Aviso's **missing features** frustrating, as it requires additional forecasting processes and complicates usage.
- Users experience **slow performance** , facing lag and delays that hinder data loading and overall usability.

#### What Are Recent G2 Reviews of Aviso?

**["Streamlines Forecasting with Intuitive Insights"](https://www.g2.com/survey_responses/aviso-review-12792275)**

**Rating:** 4.0/5.0 stars

_— Tushar P._

[Read full review](https://www.g2.com/survey_responses/aviso-review-12792275)

**["Aviso Simplifies Sales Forecasting and Keeps Us on Track"](https://www.g2.com/survey_responses/aviso-review-10761402)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/aviso-review-10761402)

#### What Are G2 Users Discussing About Aviso?

- [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for)

[
MaxIQ
](https://www.g2.com/products/maxiq/reviews)

By [MaxIQ](https://www.g2.com/sellers/maxiq-2683a918-1f43-47ed-bbdd-eea5042941ba)

[

4.9/5(35)

](https://www.g2.com/products/maxiq/reviews)

What do users say?

Users consistently praise MaxIQ for its ease of use and real-time insights, which streamline forecasting and enhance team collaboration. The platform's AI-driven features provide a comprehensive view

Pros and Cons

[
Forecasting (10)
](https://www.g2.com/products/maxiq/reviews?qs=pros-and-cons)[
Learning Curve (4)
](https://www.g2.com/products/maxiq/reviews?qs=pros-and-cons)

### [MaxIQ](https://www.g2.com/products/maxiq/reviews)

MaxIQ is an AI-native Revenue Intelligence platform designed to unify sales, customer success, and revenue operations for B2B SaaS companies. It helps revenue teams manage the entire revenue journey by bringing pipeline visibility, forecasting, and post-sales insights into one unified system. The platform uses artificial intelligence to improve forecast accuracy, automate workflows, and surface deeper insights into deal health and revenue performance. Key capabilities include real-time revenue dashboards, pipeline inspection, conversation intelligence, and unified account visibility across the revenue lifecycle. MaxIQ also captures signals from CRM activity, meetings, and revenue data to help teams prioritize the right deals and opportunities. By turning revenue visibility into execution, MaxIQ empowers sales leaders, RevOps teams, and customer success managers to make better decisions, reduce manual reporting, and identify risks earlier. Businesses use MaxIQ to improve pipeline efficiency, increase forecast accuracy, strengthen sales-to-customer-success handoffs, and drive retention and expansion. The platform integrates seamlessly with existing CRM systems to enrich data, streamline workflows, and provide a complete AI-powered view of revenue operations.

**Average Rating:** 4.9/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate MaxIQ?

- **Quality of Support:** 9.8/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 9.8/10 (Category avg: 8.4/10)
- **Playbooks:** 10.0/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 6.3/10 (Category avg: 10/10)

#### Who Is the Company Behind MaxIQ?

- **Seller:** [MaxIQ](https://www.g2.com/sellers/maxiq-2683a918-1f43-47ed-bbdd-eea5042941ba)
- **Year Founded:** 2022
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @getmaxiq  
7 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32310758d364cb0e5668347ab46aee6294c008462da92c8043898e1d405e5ceb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetmaxiq%2F&secure%5Burl_type%5D=linkedin_company_website)  
52 employees on LinkedIn®
- **Ownership:** Sonny Aulakh

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 71% Large, 26% Medium

#### What Do G2 Reviewers Say About MaxIQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **AI-powered forecasting** of MaxIQ, enhancing accuracy in predictions and improving overall workflow visibility.
- Users love the **ease of use** of MaxIQ, simplifying workflows and enhancing confidence in data-driven decisions.
- Users appreciate the **enhanced visibility** MaxIQ provides, leading to better forecasts and smoother operations across teams.
- Users highlight the **accuracy** of MaxIQ's AI-powered forecasting, enhancing real-time insights and dependable revenue predictions.
- Users love the **intuitive navigation** of MaxIQ, making workflows seamless and enhancing productivity across teams.

##### Cons

- Users note a significant **learning curve** for MaxIQ, particularly for those transitioning from traditional spreadsheet systems.
- Users note **integration issues** at the start, but improvements have been made with some third-party tools still missing.
- Users desire **greater customization** options for dashboards, wishing for more flexibility and personalization in their setups.
- Users note **inadequate reporting** options in MaxIQ, wishing for more advanced custom features and third-party integrations.
- Users desire **more flexible dashboard customization** , wishing for the ability to adjust widgets independently for a smoother experience.

#### What Are Recent G2 Reviews of MaxIQ?

**["Maximized Sales Efficiency with AI-Driven Innovation"](https://www.g2.com/survey_responses/maxiq-review-12521362)**

**Rating:** 4.5/5.0 stars

_— Pragati R._

[Read full review](https://www.g2.com/survey_responses/maxiq-review-12521362)

**["⭐️⭐️⭐️⭐️⭐️ Finally – A Tool Built for Reps and Execs"](https://www.g2.com/survey_responses/maxiq-review-11354222)**

**Rating:** 5.0/5.0 stars

_— Jonathan M._

[Read full review](https://www.g2.com/survey_responses/maxiq-review-11354222)

[
Backstory
](https://www.g2.com/products/people-ai-backstory/reviews)

By [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d)

[

4.5/5(630)

](https://www.g2.com/products/people-ai-backstory/reviews)

What do users say?

Users consistently praise the ease of use and time-saving capabilities of People.ai, noting that it significantly streamlines Salesforce updates and enhances productivity. The intuitive interface allo

Pros and Cons

[
Helpful (3)
](https://www.g2.com/products/people-ai-backstory/reviews?qs=pros-and-cons)

### [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?

- **Quality of Support:** 9.1/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 9.1/10 (Category avg: 8.4/10)
- **Playbooks:** 8.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Backstory?

- **Seller:** [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d)
- **Company Website:** www.backstory.ai
- **Year Founded:** 2016
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8334add7281c136bf5f8f31c118a1692d9609404f4034f12b68233f822066d27&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbackstory-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
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% Large, 39% Medium

#### 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?

**["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)

**["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)

#### 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)

[
Deeto
](https://www.g2.com/products/deeto/reviews)

By [Deeto](https://www.g2.com/sellers/deeto)

[

4.8/5(21)

](https://www.g2.com/products/deeto/reviews)

What do users say?

Users consistently praise Deeto for its ease of use and outstanding support, highlighting how the platform simplifies the process of managing customer advocacy and referrals. Many appreciate its abili

Pros and Cons

[
Ease of Use (2)
](https://www.g2.com/products/deeto/reviews?qs=pros-and-cons)[
Adoption Difficulty (1)
](https://www.g2.com/products/deeto/reviews?qs=pros-and-cons)

### [Deeto](https://www.g2.com/products/deeto/reviews)

Deeto is the AI-native platform that helps companies continuously capture and activate authentic customer voice, turning everyday input into intelligence and action that drives real business impact. Deeto keeps customer voice fresh and connected, then surfaces the right insight at the right moment to build trust, align teams, and accelerate growth. Headquartered in New York City, Deeto powers fast-growing companies like Atlassian, Dropbox, Bloomreach, and 6Sense with activating customer voices around the world.

**Average Rating:** 4.8/5.0

**Total Reviews:** 21

#### How Do G2 Users Rate Deeto?

- **Quality of Support:** 9.8/10 (Category avg: 9.3/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 2.1/10 (Category avg: 10/10)

#### Who Is the Company Behind Deeto?

- **Seller:** [Deeto](https://www.g2.com/sellers/deeto)
- **Company Website:** www.deeto.com
- **Year Founded:** 2022
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1bf6862b7a2ba5c32f3d16496e5654314e87e16c2ef9e2fdfa0165c590420679&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeetoai&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 48% Medium, 33% Small

#### What Do G2 Reviewers Say About Deeto?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Deeto, which simplifies customer story management and advocacy efforts seamlessly.
- Users appreciate the **streamlined review management** process in Deeto, enhancing content creation and advocacy efforts effortlessly.
- Users appreciate the **content creation capabilities** of Deeto, effectively generating authentic and engaging materials with ease.
- Users love Deeto for its **Q&A feature and video recording options** , enhancing reference and advocacy programs effectively.
- Users appreciate the **excellent customer support** from Deeto, enjoying prompt responses to inquiries and assistance.

##### Cons

- Users face **adoption difficulties** due to unintuitive features and a steep learning curve for new users.
- Users feel the **AI-generated stories lack authenticity** and are not suitable for customer-facing purposes.
- Users find the **call features cumbersome** , with a non-intuitive interface complicating usability and accessibility.
- Users find the **complex interface** of Deeto challenging, making it difficult to locate features and navigate effectively.
- Users feel the **AI-generated stories lack authenticity** , preferring genuine customer quotes and interactions instead.

#### What Are Recent G2 Reviews of Deeto?

**["User-Friendly Deeto + Seamless Salesforce Integration for Reference Calls"](https://www.g2.com/survey_responses/deeto-review-12678485)**

**Rating:** 5.0/5.0 stars

_— Karilla D._

[Read full review](https://www.g2.com/survey_responses/deeto-review-12678485)

**["Drastically Streamlined Reference Capturing with Deeto"](https://www.g2.com/survey_responses/deeto-review-12993582)**

**Rating:** 4.5/5.0 stars

_— Michelle S._

[Read full review](https://www.g2.com/survey_responses/deeto-review-12993582)

[
Catalyst
](https://www.g2.com/products/totango-catalyst/reviews)

By [Totango](https://www.g2.com/sellers/totango)

[

4.5/5(660)

](https://www.g2.com/products/totango-catalyst/reviews)

What do users say?

Users consistently praise the intuitive interface and ease of use of Catalyst, which simplifies customer management and enhances productivity. The platform's ability to centralize customer data and au

Pros and Cons

[
Ease of Use (37)
](https://www.g2.com/products/totango-catalyst/reviews?qs=pros-and-cons)[
Learning Curve (14)
](https://www.g2.com/products/totango-catalyst/reviews?qs=pros-and-cons)

### [Catalyst](https://www.g2.com/products/totango-catalyst/reviews)

Catalyst, now part of Totango, empowers teams to identify and capitalize on expansion and upsell opportunities, driving recurring revenue growth. Built to simplify complex strategies, it helps businesses achieve sustainable success by aligning each action with your customer’s key objectives, ensuring they achieve their desired outcomes for your product or service. Catalyst unlocks your team’s potential to deliver smarter, faster, and scalable results, paving the way for long-term success. Learn more here!

**Average Rating:** 4.5/5.0

**Total Reviews:** 656

#### How Do G2 Users Rate Catalyst?

- **Quality of Support:** 8.9/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.7/10 (Category avg: 8.4/10)
- **Playbooks:** 7.9/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Catalyst?

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c055ca1d4406b1442de250192896a32c751981491e45014b5bb40827df34236&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F760976%2F&secure%5Burl_type%5D=linkedin_company_website)  
124 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 75% Medium, 13% Small

#### What Do G2 Reviewers Say About Catalyst?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of Catalyst, enabling efficient customer management and clear, practical problem-solving.
- Users appreciate the **automation features** of Catalyst, enhancing efficiency and ensuring proactive customer engagement.
- Users value the **exceptional customer engagement** capabilities of Catalyst, enhancing relationships and driving meaningful outcomes.
- Users appreciate the **seamless integrations** of Catalyst, enhancing efficiency and centralizing customer success data effectively.
- Users find Catalyst's interface to be **intuitive and clean** , making navigation and report pulling effortless.

##### Cons

- Users note a notable **learning curve** with Catalyst, especially for those new to customer success platforms.
- Users find significant **integration issues** with Catalyst, hindering workflow efficiency and complicating customer communication.
- Users are frustrated with the **missing integrations and limited features** in Catalyst, hindering effective workflow management.
- Users find Catalyst to be **not intuitive** , complicating simple tasks and leading to frustration with its functionality.
- Users find the **limited customization** options in Catalyst restrict their ability to tailor dashboards to specific needs.

#### What Are Recent G2 Reviews of Catalyst?

**["Chat and Email-to-File Features Make Workflows Effortless"](https://www.g2.com/survey_responses/catalyst-review-12459474)**

**Rating:** 5.0/5.0 stars

_— Kelli W._

[Read full review](https://www.g2.com/survey_responses/catalyst-review-12459474)

**["Customer Health Monitoring That Simplifies Usage Tracking and Renewals"](https://www.g2.com/survey_responses/catalyst-review-12905872)**

**Rating:** 4.0/5.0 stars

_— Jai M._

[Read full review](https://www.g2.com/survey_responses/catalyst-review-12905872)

#### What Are G2 Users Discussing About Catalyst?

- [What makes Cisco different?](https://www.g2.com/discussions/what-makes-cisco-different)
- [Do you need smartnet to upgrade IOS?](https://www.g2.com/discussions/do-you-need-smartnet-to-upgrade-ios)
- [What is a Cisco switch used for?](https://www.g2.com/discussions/what-is-a-cisco-switch-used-for)
- [What is Catalyst in networking?](https://www.g2.com/discussions/what-is-catalyst-in-networking)

[
Totango
](https://www.g2.com/products/totango/reviews)

By [Totango](https://www.g2.com/sellers/totango)

[

4.3/5(1,150)

](https://www.g2.com/products/totango/reviews)

What do users say?

Users consistently praise the ease of use and intuitive interface of Totango, which simplifies customer management and tracking. Many appreciate how it centralizes customer data, automates workflows,

Pros and Cons

[
Ease of Use (202)
](https://www.g2.com/products/totango/reviews?qs=pros-and-cons)[
Learning Curve (83)
](https://www.g2.com/products/totango/reviews?qs=pros-and-cons)

### [Totango](https://www.g2.com/products/totango/reviews)

Totango is a Customer Growth platform for driving customer value and revenue at scale, combining scalable customer management, predictive revenue intelligence, and a strategic, value-based post-sales methodology to transform how companies prove customer ROI, drive retention, and earn expansion. The Customer Growth Platform includes Totango Customer Success and Unison Customer Intelligence. Each of these solutions plays a distinct role in the Customer-Led Growth through value realization methodology. Totango Customer Success focuses on tracking customer health and engagement, enabling teams to proactively address potential issues and foster long-term relationships. Unison Customer Intelligence aggregates data from multiple sources, offering insights that help organizations understand customer behavior and preferences. Totango's target audience and target buyers include mid-sized to large enterprises across various industries that prioritize customer retention, renewals, and expansion and that generally rely on subscription-based models, where maintaining customer loyalty is critical to their revenue growth. Key features of Totango include customizable dashboards, real-time analytics, and automated workflows. These tools enable users to visualize customer data effectively, monitor key performance indicators, and automate routine tasks, thereby enhancing efficiency. The platform also supports collaboration among teams, allowing for seamless communication and alignment on customer goals. By providing actionable insights, Totango empowers organizations to refine their revenue strategies and make informed decisions that drive growth. Overall, Totango stands out as a leader in the Customer Success category by offering a holistic approach to managing customer relationships. Its integration of various tools and functionalities allows enterprises to gain a deeper understanding of their customers, ultimately leading to improved satisfaction and loyalty. By investing in Totango, organizations can position themselves for long-term success in an increasingly competitive landscape.

**Average Rating:** 4.3/5.0

**Total Reviews:** 1,140

#### How Do G2 Users Rate Totango?

- **Quality of Support:** 8.4/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.3/10 (Category avg: 8.4/10)
- **Playbooks:** 7.6/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Totango?

- **Seller:** [Totango](https://www.g2.com/sellers/totango)
- **Company Website:** www.totango.com
- **Year Founded:** 2010
- **HQ Location:** New York, NY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c055ca1d4406b1442de250192896a32c751981491e45014b5bb40827df34236&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F760976%2F&secure%5Burl_type%5D=linkedin_company_website)  
124 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, CSM
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 57% Medium, 22% Small

#### What Do G2 Reviewers Say About Totango?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Totango's interface **easy to use and set up** , enhancing their ability to track accounts efficiently.
- Users value the **excellent customer support** from Totango, enhancing their management experience with valuable insights.
- Users appreciate the **functionality** of Totango, enabling seamless tracking, campaign setup, and reporting in one application.
- Users appreciate the **customization options** in Totango, enhancing their ability to track metrics and engage customers effectively.
- Users value the **efficiency** of Totango, enhancing productivity with seamless integrations and streamlined workflows for customer management.

##### Cons

- Users find the **steep learning curve** challenging due to overwhelming data and a lack of educational resources.
- Users find **integration issues** with Totango challenging, as they can be manual and difficult to maintain.
- Users find the **missing features** in Totango frustrating, particularly for managing complex business models and drafts.
- Users find **limited customization** in Totango, making it challenging to tailor the experience without technical assistance.
- Users find the **steep learning curve** challenging, struggling with collaboration and functionality in Totango's interface.

#### What Are Recent G2 Reviews of Totango?

**["Risk evaluation and health scoring"](https://www.g2.com/survey_responses/totango-review-9508942)**

**Rating:** 4.0/5.0 stars

_— Dragomir L._

[Read full review](https://www.g2.com/survey_responses/totango-review-9508942)

**["Beautiful, Visual Customer Data Platform That Beats Spreadsheets"](https://www.g2.com/survey_responses/totango-review-12594697)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/totango-review-12594697)

#### What Are G2 Users Discussing About Totango?

- [What is Totango used for?](https://www.g2.com/discussions/what-is-totango-used-for) - 1 upvote

[
Custify
](https://www.g2.com/products/custify/reviews)

By [Custify](https://www.g2.com/sellers/custify)

[

4.7/5(517)

](https://www.g2.com/products/custify/reviews)

What do users say?

Users consistently praise the intuitive user interface and powerful automation features of Custify, which streamline customer success management and save time. The platform effectively centralizes cus

Pros and Cons

[
Ease of Use (121)
](https://www.g2.com/products/custify/reviews?qs=pros-and-cons)[
Missing Features (29)
](https://www.g2.com/products/custify/reviews?qs=pros-and-cons)

### [Custify](https://www.g2.com/products/custify/reviews)

Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and powerful features, Custify empowers Customer Success teams to manage every aspect of the customer journey—from seamless onboarding to proactive renewal and expansion—using real-time health scores, automated alerts, and predictive analytics. Custify integrates data across your entire tech stack, providing a centralized, single source of truth for each customer. This allows teams to quickly spot churn risks, capitalize on upsell opportunities, and deliver personalized customer interactions at scale. With automated workflows, customizable playbooks, and intelligent segmentation, Custify streamlines routine tasks, enabling your team to focus on building relationships and driving customer success outcomes that matter. Setting up Custify is a breeze with our concierge onboarding service, ensuring you’re up and running in hours—not weeks. Our platform integrates effortlessly with your CRM, support systems, and other essential tools, giving you unmatched visibility and collaboration across teams. Custify’s powerful analytics and customizable dashboards make it easy to monitor key metrics, track customer health, and measure the success of your initiatives. Join leading SaaS companies that trust Custify to optimize their Customer Success operations and drive sustainable growth. Deliver exceptional customer experiences, reduce churn, and maximize customer lifetime value with the best Customer Success platform for your SaaS business. Book a demo today to see how Custify transforms your customer success strategy at scale.

**Average Rating:** 4.7/5.0

**Total Reviews:** 512

#### How Do G2 Users Rate Custify?

- **Quality of Support:** 9.6/10 (Category avg: 9.3/10)
- **Opportunity Identification:** 7.5/10 (Category avg: 8.4/10)
- **Playbooks:** 8.8/10 (Category avg: 8.5/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Custify?

- **Seller:** [Custify](https://www.g2.com/sellers/custify)
- **Year Founded:** 2017
- **HQ Location:** Bucharest, Romania
- **Twitter:** @CustifySRL  
628 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1937c2bde8668b0a178dd793de18fdae2d6f38e5f54c90c92ccebaa104d6654c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18314355%2F&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Customer Success Manager, Senior Customer Success Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 63% Small, 32% Medium

#### What Do G2 Reviewers Say About Custify?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Custify, facilitating efficient tracking and analysis of customer health.
- Users commend the **responsive customer support** of Custify, consistently providing assistance and valuing user feedback effectively.
- Users appreciate the **intuitive interface** of Custify, making it easy for non-Customer Success professionals to use effectively.
- Users value the **robust automation** in Custify, which streamlines daily tasks and enhances customer success strategies.
- Users value the **variety of integration options** with Custify, enhancing adaptability and supporting their diverse needs.

##### Cons

- Users highlight the **missing features** in Custify, such as limited email tracking and insufficient documentation.
- Users note that the **email functionality lacks effectiveness** , especially in tracking and reporting features.
- Users find **limited customization options** frustrating, especially regarding the UI and account lists in Custify.
- Users find the **learning curve challenging** , with extensive setup and ongoing adaptation required for effective use.
- Users find Custify to be **not intuitive** , struggling with its outdated UI and complex settings management.

#### What Are Recent G2 Reviews of Custify?

**["Custify’s AI Summaries and Sentiment Analysis Save Us Time"](https://www.g2.com/survey_responses/custify-review-13101484)**

**Rating:** 5.0/5.0 stars

_— Marja K._

[Read full review](https://www.g2.com/survey_responses/custify-review-13101484)

**["Playbooks + AI Automation: A Game-Changer for Customer Success"](https://www.g2.com/survey_responses/custify-review-13168820)**

**Rating:** 5.0/5.0 stars

_— Patrick S._

[Read full review](https://www.g2.com/survey_responses/custify-review-13168820)

#### What Are G2 Users Discussing About Custify?

- [What is Custify used for?](https://www.g2.com/discussions/what-is-custify-used-for)

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[Browse Customer Revenue Optimization Themes](/categories/customer-revenue-optimization/themes)

 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated October 3, 2024

Customer revenue optimization (CRO) software helps sales organizations increase revenue from key accounts by aligning with other customer-facing functions, such as marketing and customer service, to become an extended revenue team. The software harnesses knowledge from throughout the business to understand customer needs and deliver outcomes that fulfill them at any point of contact. This maximizes the vendor’s revenue per customer by maintaining an active relationship throughout the customer life cycle.

An evolution of [CRM software](https://www.g2.com/categories/crm), CRO relies on data from that system to fuel intelligent interactions. Tools within a customer revenue optimization system may include relationship maps and organizational charts, sales analytics, customer account planning, automated deal renewal, or other applications that support winning bigger deals through better understanding of the customer.

Sales teams are the primary beneficiaries of a CRO implementation, and are usually the ones who are considered to “own" it. However, like CRM, it becomes more useful with greater levels of adoption. The software can surface more insights and recognize more opportunities when it has more interaction data to digest.

To qualify for inclusion in the Customer Revenue Optimization category, a product must:

- Integrate with a company’s CRM software
- Provide customer data, communication tools, and automations for managing customer interactions at all points
- Map revenue team activities to customer outcomes
- Leverage CRM data via algorithms or AI for insights about sales team effectiveness, forecast accuracy, and revenue attainment

Top Tools at a Glance

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Revenue forecasting and pipeline intelligence inside Salesforce

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User Review

"Clari Platform Review from a RevOps Perspective"

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| 

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Health-scored renewal and expansion orchestration

 | 

User Review

"Gainsight Unifies Customer Health Data with Powerful Staircase Insights"

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| 

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Usage-signal-driven churn prevention and renewal

 | 

User Review

"ChurnZero as a Source of Truth: AI Automation, Dashboards, and Flexible Reporting"

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| 

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Post-sale revenue retention with data-driven health scoring

 | 

User Review

"A Strategic Platform for Scaling Customer Success"

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| 

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Buyer engagement analytics for deal-room revenue forecasting

 | 

User Review

"A great collaboration tool that saves me hours every week"

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| 

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Mutual action plans with buyer-seller revenue accountability

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User Review

"A Shared Customer Workspace That Streamlines Success Plans from Pre-Sale to Renewal"

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| 

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CS-led revenue retention with AI-automated playbooks

 | 

User Review

"Solid Tool with Room for Improvement"

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| 

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AI-driven forecast rollup with CRM writeback

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User Review

"Streamlines Forecasting with Intuitive Insights"

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| 

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AI-driven pipeline-to-renewal revenue forecasting

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User Review

"Maximized Sales Efficiency with AI-Driven Innovation"

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