Top Tools at a Glance
Best for Full-Funnel Deal Control | User Review "Salesforce how it helps every business"  JB Jericho B. Enterprise (> 1000 emp.) | ||
Best for Conversation-Powered Deal Insight | User Review "Intuitive and User-Friendly with Impressive AI Features"  U Verified User Mid-Market (51-1000 emp.) | ||
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 Sponsored You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings. Outreach | Product Description This description is provided by the seller. Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting... | Book a Demo | |
Best for Precision Forecasting | User Review "Single View of Opportunities, Effortless Customization" U Verified User Enterprise (> 1000 emp.) | ||
Best for Buyer-Intent Intelligence | User Review "Strengthens My Negotiation Awarenessnt Communication with Insightful Feedback" GD Gabriel d. Enterprise (> 1000 emp.) | ||
Best for Process-Driven Guided Selling | User Review "Effortless Automation That Saves Time and Boosts Accuracy" 백 백민정(MJ Baek) . Small-Business (50 or fewer emp.) | ||
Best for AI-ready revenue analytics | User Review "A Forecasting Tool Built for Reality, Not Spreadsheets" T Verified User Enterprise (> 1000 emp.) | ||
Best for Clean, Unified Rev Data | User Review "Gets the job done but a bit expensive" U Verified User Small-Business (50 or fewer emp.) | ||
Best for Signal-Driven Outbound | User Review "Ideal for Quick, Accurate Prospecting" SR Sowmiya R.
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Best for Account Relationship Mapping | User Review "Easy to manage your pipeline and forecast" U Verified User Enterprise (> 1000 emp.) | ||
Best for AI-driven call intelligence and coaching | User Review "Exceptional Call Quality and Process with Room for Mobile Improvement" NK Nitin K.
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You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
This description is provided by the seller.
Outreach, founded in 2014, is the only complete AI Revenue Workflow Platform that helps sales leaders benefit from connected account visibility, performance insights, and higher forecasting...
Process-Driven Guided Selling
AI-driven call intelligence and coaching
Buyer's Guide: Revenue Operations & Intelligence (RO&I)
Read Buyer Guide in Detail
All Revenue Operations & Intelligence (RO&I) Tools
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Salesforce Sales Cloud, simplifying the sales pipeline and enhancing efficiency.
Users love the streamlined sales pipeline of Salesforce Sales Cloud, finding it extremely helpful for their teams.
Users value the centralized lead management in Salesforce Sales Cloud, enhancing tracking and team communication.
Users report a steep learning curve, finding the complexity and customization options initially overwhelming and challenging.
Users report struggles with enabling features and a complex interface that complicates productivity and usability.
Users find the missing features in Salesforce Sales Cloud frustrating, hindering their ability to use the platform effectively.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the ease of use and implementation of Gong, enhancing productivity and improving customer interaction insights.
Users appreciate the ease of use of Gong, making it simple to adapt and enhance productivity.
Users love the call recording feature of Gong for enhancing learning and improving customer insights effectively.
Users experience call issues such as delays in access, excessive beeping, and difficulties in searching for calls.
Users experience recording issues with Gong, including difficulties in finding calls and inconsistent audio translations.
Users face challenges with AI inaccuracy, impacting reliability and efficiency in capturing crucial conversation details.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the ease of use of Clari, enjoying seamless integration and effective call recording functionality.
Users love the easy-to-use interface and powerful analytic tools that enhance forecasting and revenue management in Clari.
Users find Clari to be a helpful sales tool, enhancing forecasting accuracy and streamlining revenue management effectively.
Users find Clari's limited flexibility and configuration challenges hinder its effectiveness and usability.
Users find the learning curve steep, describing Clari as overwhelming and complicated to navigate effectively.
Users express frustration over missing features, like scheduling tools and effective filtering, hindering their overall experience.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value Substrata for its accuracy in interpreting nuances, significantly enhancing communication and sales effectiveness.
Users love how Substrata offers insightful emotional understanding, enhancing communication with its ability to interpret nonverbal cues.
Users value Substrata for its unique insights into nonverbal cues, enhancing communication and client engagement significantly.
Users find the learning curve challenging, noting that a simpler interface would enhance onboarding for new users.
Users find the complexity of the reporting interface to hinder their experience, making navigation difficult and tedious.
Users desire more customization options in Substrata, particularly for tailoring insights and metrics for team members and executives.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find ease of use with Revenue Grid, enjoying quick access and seamless integration with Salesforce directly in Outlook.
Users love the seamless Salesforce integration, enabling quick access to essential data directly within Outlook.
Users value the seamless integration of Revenue Grid, simplifying their Salesforce tasks directly within Outlook.
Users experience slow loading times, often requiring refreshes that disrupt their workflow and efficiency.
Users face a slight learning curve with Revenue Grid, making it challenging for less tech-savvy individuals to navigate.
Users find the missing features in Revenue Grid limit usability, particularly in email management and search functionality.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find that MaxIQ offers streamlined forecasting by integrating real-time data, enhancing deal accuracy and reducing stress.
Users appreciate the ease of use of MaxIQ, enjoying its clean setup and intuitive, efficient design.
Users value the intuitive design of MaxIQ, appreciating its simplicity and effectiveness in enhancing productivity.
Users note a steep learning curve with MaxIQ, requiring time to adapt before realizing its full potential.
Users note integration issues, with some third-party tools initially unsupported, but improvements have been made since then.
Users desire more limited customization options for dashboard tweaks and third-party integrations in MaxIQ.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use in HubSpot Data Hub, appreciating seamless navigation and efficient workflow automation.
Users value the automation capabilities of HubSpot Data Hub, streamlining workflows and enhancing operational efficiency.
Users laud HubSpot Data Hub for its efficient data management that enhances collaboration and streamlines operations effectively.
Users find the lack of essential features frustrating, along with high pricing that limits access and adoption.
Users find the missing essential features in HubSpot Data Hub frustrating, impacting its overall value and capabilities.
Users find the learning curve steep for advanced features, requiring extensive IT and programming knowledge.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Apollo.io, making lead management and data integration straightforward and efficient.
Users value Apollo.io for its ease of use and comprehensive features, making it a preferred tool for sales success.
Users highlight Apollo.io's comprehensive lead generation capabilities, making it an essential tool for sales efficiency.
Users find the missing features of Apollo.io, such as sequence editing and enhanced AI capabilities, limiting their experience.
Users report inaccurate data on Apollo.io, with outdated contact information affecting outreach effectiveness and reliability.
Users find the learning curve challenging due to a complex UI and issues with support response times.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users appreciate the user-friendly interface of Terret.ai, which simplifies implementation and enhances overall usability.
Users value the convenient single-page dashboard of Terret.ai for quick and accurate forecasting with team collaboration.
Users praise the seamless Salesforce integration of Terret.ai, fostering efficient collaboration and improved sales pipeline management.
Users find the Salesforce integration lacking, often preferring to use Salesforce directly for better clarity and functionality.
Users often face limitations in functionality with Terret.ai, affecting data management and overall productivity.
Users find the learning curve steep at first due to the overwhelming amount of information and interface complexity.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users praise the responsive customer support at Revenue.io, ensuring a seamless onboarding and implementation experience.
Users highlight the exceptional support from the Revenue.io team, ensuring effective implementation and continued success.
Users value the easy setup process of Revenue.io, enhancing implementation with thorough support from the team.
Users experience call issues due to record access requirements and occasional automatic log-offs affecting functionality.
Users face a significant learning curve, necessitating effort to fully understand Revenue.io's extensive features and analytics.
Users experience inaccurate reporting due to Salesforce limitations, though support is responsive in resolving issues.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users find AccountAim's ease of use enhances productivity, enabling seamless prospect management and streamlined analytics.
Users find that AccountAim saves significant time, allowing for more focus on personalized outreach and improving response rates.
Users experience enhanced efficiency with AccountAim, saving hours daily and improving account outreach and productivity.
Users express a desire for missing features like LinkedIn integration and enhanced visualization options for better usability.
Users find the lack of LinkedIn integration limiting, as it affects data enrichment possibilities for account insights.
Users feel that adding more visualization options would enhance the interpretability of their dashboards in AccountAim.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the ease of use of Aviso, appreciating its intuitive design and time-saving features.
Users value the objective insights from Aviso's forecasting, enhancing predictability and holistic view of business health.
Users appreciate the seamless integration with Salesforce, enhancing productivity through real-time data synchronization and a unified interface.
Users find the learning curve steep due to overwhelming features and excessive information, affecting navigation and efficiency.
Users experience issues with inaccurate data, impacting the quality of forecasts and AI recommendations in Aviso.
Users find Aviso's complexity and clutter overwhelming, desiring a simpler, more intuitive interface for better usability.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users value the comprehensive analytics of InfiniGrow, enabling informed decisions and a clear view of marketing performance.
Users value the attribution accuracy of InfiniGrow, enabling informed decisions by revealing customer journey insights.
Users value the clarity of insights provided by Infinigrow, enhancing understanding of marketing performance and strategy.
Users find the learning curve steep in mastering InfiniGrow, especially for those new to attribution marketing.
Users find that there is a learning difficulty with InfiniGrow, especially for those new to attribution marketing.
Users find difficult customization challenging, requiring time and effort to effectively utilize InfiniGrow's features.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users love the intuitive design of People.ai, praising its beautiful UI and user-friendly experience.
Users praise the beautiful and user-friendly UI, enhancing their experience with the impressive AI features of People.ai.
Users praise the fantastic AI integration and beautiful UI of People.ai, enhancing business operations effectively.
Users desire greater customization options from People.ai to enhance client satisfaction and engagement.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Users are thrilled with the AI integration of Avoma, significantly reducing admin tasks and enhancing productivity.
Users highlight the ease of use of Avoma, appreciating its smooth integration and intuitive features for busy professionals.
Users highly value the accurate meeting transcripts of Avoma, enhancing their review and understanding of calls.
Users face recording issues with Avoma, including delays and inconsistent transcription accuracy affecting usability.
Users note that AI inaccuracy affects transcription quality, especially with poor audio or varying accents, requiring corrections.
Users experience accuracy issues with Avoma's transcription, affecting context understanding and requiring manual corrections.
Why You Can Trust G2's Software Rankings
Learn More About Revenue Operations & Intelligence (RO&I) Software
Revenue Operations & Intelligence (RO&I) software buying insights at a glance
Revenue Operations & Intelligence (RO&I) software enables organizations to align sales, marketing, and customer success teams around a unified revenue strategy by centralizing data, standardizing workflows, and delivering actionable insights across the customer lifecycle. As go-to-market motions become more complex and data-driven, relying on fragmented tools and manual reporting often leads to visibility gaps and inconsistent execution. A dedicated RO&I platform enables companies to operationalize their revenue strategy at scale by connecting systems, enforcing process consistency, and enhancing decision-making.
Based on G2 review data, organizations most commonly adopt revenue operations and intelligence tools to enhance pipeline visibility, improve forecasting accuracy, and foster cross-functional alignment. Core use cases frequently include real-time pipeline tracking, revenue forecasting, rep performance management, and executive-level reporting. Buyers highlight benefits such as faster access to insights, clearer accountability across teams, and improved coordination between revenue-facing functions.
As companies scale, RevOps leaders increasingly emphasize the importance of consistent execution and data reliability, particularly when forecasts and performance metrics are used to inform strategic decisions. For teams evaluating revenue intelligence software, the focus is often on visibility and accuracy, ensuring that leadership can trust the data used to assess pipeline health, rep productivity, and overall revenue performance.
RO&I software is typically offered through subscription-based pricing models, with costs influenced by factors such as user count, data volume, feature depth, and access to advanced analytics or AI-driven insights. Buyers should consider not only licensing fees but also implementation complexity and ongoing data management when estimating the total cost of ownership.
Top FAQs from Buyers Research
- How does RO&I software improve forecasting accuracy and pipeline visibility?
- What level of data standardization is required before implementing RO&I tools?
- How do revenue intelligence platforms integrate with CRM and sales engagement systems?
- What degree of customization is needed to support different GTM teams?
- How do AI-driven revenue insights differ from traditional reporting dashboards?
G2’s top-rated Revenue Operations & Intelligence software, based on verified reviews, includes Salesforce Sales Cloud, Gong, Clari and Substrata. (Source: Grid Report)
What are the top-reviewed Revenue Operations & Intelligence (RO&I) on G2?
- Number of Reviews: 2,735
- Satisfaction: 100
- Market Presence: 99
- G2 Score: 100
- Number of Reviews: 985
- Satisfaction: 89
- Market Presence: 73
- G2 Score: 81
- Number of Reviews: 1,536
- Satisfaction: 67
- Market Presence: 66
- G2 Score: 67
- Number of Reviews: 199
- Satisfaction: 99
- Market Presence: 35
- G2 Score: 66
Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. (Source 2)
Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. (Source 2)
G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)
Learn how G2 scores products. (Source 1)
What I Often See in Revenue Operations & Intelligence (RO&I)?
Feedback Pros: What Users Consistently Appreciate
- Real-time pipeline visibility across teams and leadership dashboards
- “Salesforce Sales Cloud is most helpful for its powerful lead and opportunity management. Its automation, real-time pipeline visibility, and AI-driven insights help sales teams close deals faster and work more efficiently.” - Nathalie J., Salesforce Sales Cloud Review
- Centralized revenue data replacing fragmented spreadsheets and reports
- “I really appreciate Clari’s intuitive and user-friendly interface, which made setting it up smooth and easy, especially in comparison to other tools I've used. The AI forecasting capabilities are impressively accurate, offering invaluable insights into my team's pipeline and larger deals. I love the ability to star accounts, simplifying my focus on significant deals and helping me strategize my next moves effectively. The seamless integration with Salesforce is another strong point, allowing me to quickly update and organize data without spending too much time in a tool I don’t enjoy.” - Paul K., Clari Review
- A dependable platform for negotiations.
- “Its equally effective for both verbal and non verbal interactions. The call preparations tools are practical, and the feedback keeps our team aligned and consistent. It brings attention to subtle patterns that usually get overlooked when conversations move quickly. Everything feels more structured with Substrata, and whenever an issue arises their customer support team is quick to respond.” - Usman S., Substrata Review
Cons: Where Many Platforms Fall Short
- Advanced analytics features have steep learning curves for new users
- “The learning curve can be steep for first time users, especially when they first see the more complex AI analytics. More comprehensive tutorials or in app tips could provide a smoother onboarding experience for recruitment specialists who typically do not use a sales focused platform.” - Ravi S., Substrata Review
- AI tracker setup is complex with restrictive data export options
- “I found the AI tracker setup to be quite difficult, especially concerning the user interface when setting up keywords or smart trackers. Moreover, I cannot download all the data myself unless we upgrade the plan, which isn't ideal and results in me not fully utilizing Gong. The requirement to download snippets one by one using copy and paste is particularly annoying. This is a cumbersome process, especially if dealing with a large number of snippets, and detracts from the efficiency that Gong should provide. I believe this isn't the best way of selling your AI feature.” - Angeline T., Gong Review
- Training lacks structured learning paths and role-based context
- “The training could be structured a little differently to follow a more predetermined path. Cheat sheets would be very helpful to hand out to the reps as well with simple shortcuts for the different products that you have (sequences, signals etc). Instead of running right into the meat of the training it would be helpful for the trainer to 1st give a high level overview of the screen and what we are looking at. Also, the trainers should understand our business a little better and what the roles are of the individuals on the training so it can help them on;ly show this that pertain to them.” - Bruce S., Revenue Grid
My Expert Takeaway on Revenue Operations Software
According to G2 review data, Revenue Operations & Intelligence software delivers the strongest results when organizations treat RevOps as an operating system rather than a standalone reporting layer. High-performing teams tend to establish clear ownership over data quality, forecasting methodology, and process governance early on, which reduces downstream inconsistencies and improves trust in revenue metrics across teams.
Organizations with above-average satisfaction scores commonly invest in foundational capabilities such as data hygiene, forecasting discipline, and enablement. Reviews indicate that outcomes are strongest when RevOps owns both the tooling and the operational processes that govern how data is captured, interpreted, and acted upon. This model is especially prevalent among SaaS, fintech, and B2B services teams, where revenue complexity requires tighter coordination and accountability.
Across the category, average ratings consistently cluster above 4.3, with particularly strong marks for pipeline visibility and likelihood to recommend when adoption extends company-wide. For companies evaluating RO&I solutions, the data suggests that broad adoption and disciplined operational ownership are key drivers of long-term value, enabling revenue teams to scale without sacrificing visibility or execution consistency.
Revenue Operations Software FAQs
What is revenue operations and intelligence (RO&I)?
Revenue Operations & Intelligence (RO&I) combines process alignment, systems management, and analytics to optimize revenue performance across sales, marketing, and customer success. It uses revenue operations software and revenue intelligence software to unify data, improve forecasting accuracy, and help leaders make informed, real-time decisions across the entire revenue lifecycle.
What are the 4 pillars of revenue operations?
The four pillars are people, process, data, and technology. Together, they ensure teams operate from consistent workflows, trusted data, and aligned incentives. A strong revenue intelligence platform supports these pillars by turning operational data into insights that guide planning, execution, and performance management.
What is the role of revenue operations?
Revenue operations aligns go-to-market teams around shared goals, standardized processes, and accurate data. The role includes owning forecasting, pipeline management, reporting, and tooling strategy. Effective RevOps teams use RevOps frameworks to eliminate friction, improve predictability, and drive scalable growth.
Which RO&I software is the best?
Based on G2 review trends, the best revenue intelligence platform varies by company size and use case. Buyers consistently rate tools highly when they deliver real-time visibility, forecasting accuracy, and strong CRM alignment. Satisfaction scores tend to be highest where adoption spans sales leadership and frontline teams. The best RO&I software are Salesforce Sales Cloud, Gong, Clari, and Substrata.
What are the top-rated RO&I software for growth-focused firms?
Growth-focused firms favor platforms that combine forecasting, pipeline inspection, and rep-level insights. Reviews show higher likelihood to recommend when tools support rapid scaling, multi-team collaboration, and executive reporting without heavy customization or manual work. Here are the top-rated Revenue Operations & Intelligence (RO&I) software platforms for growth-focused firms:
- Gong – Leading AI-driven platform for unified revenue data, insights, and automated sales workflows.
- Salesforce Sales Cloud – Comprehensive sales and revenue management, forecasting, and intelligence.
- Salesloft – Revenue orchestration platform with advanced analytics, automation, and sales engagement tools.
What is the best revenue operations software for a mid-sized tech company?
For mid-sized tech companies, the best Revenue operations software strikes a balance between advanced analytics and ease of use. G2 reviewers highlight tools that integrate seamlessly with existing systems, require minimal administrative overhead, and deliver actionable insights without requiring enterprise-level complexity. The best RO&I software for a mid-sized company are Revenue Grid, MaxIQ, Apollo.io, Substrata.
