Best Customer Revenue Optimization (CRO) Software

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

Total Products under this Category: 71

Category Stats (Oct 2026)

  • Average Rating: 4.6/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Salesloft (+1.52%) - Among all products in this category, Salesloft recorded the largest rating increase compared to last month

Last updated: October 12, 2026

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

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 24,100+ Authentic Reviews
  • 71+ 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

Highlighted products: Gainsight Customer Success, Salesloft, ChurnZero, Planhat, Aligned, Accord, Vitally, and MaxIQ.

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

Gainsight Customer Success

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: 1,729

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.
  • Company Website:
  • Year Founded: 2009
  • HQ Location: San Francisco, CA
  • Twitter: @GainsightHQ
    13,119 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,144 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, 33% 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 Customer Success, enhancing productivity and providing clear account visualization.
  • Users value the centralized customer data in Gainsight, enhancing efficiency and effectiveness for Customer Success Management.
  • Users value the health monitoring capabilities of Gainsight, enhancing visibility and proactive management of customer success.
  • Users appreciate the comprehensive visibility Gainsight provides into the customer journey, enhancing decision-making and operational efficiency.
  • Users value the comprehensive visibility Gainsight provides into the customer journey, enhancing decision-making and engagement.
Cons
  • Users struggle with the complexity of Gainsight's setup and configuration, requiring significant time and effort to optimize.
  • Users find information retrieval challenging in Gainsight, along with limited proactive capabilities and a complex learning curve.
  • Users report a steep learning curve with Gainsight Customer Success, finding initial setup and understanding features challenging.
  • Users experience a steep learning curve with Gainsight, making initial setup and mastery challenging.
  • Users note significant missing features in Gainsight, affecting functionality, security assessments, and integration capabilities.

What Are Recent G2 Reviews of Gainsight Customer Success?

What Are G2 Users Discussing About Gainsight Customer Success?

Salesloft

Salesloft is the revenue orchestration platform that closes the gap between what revenue teams know and what they do next. Powered by agentic AI, Salesloft's Predictive Revenue System connects live signals from buyer engagement, conversations, deals, and forecast data, turning intelligence into clear, prioritized action. Trusted by more than 4,000 organizations including Adobe, 3M, IBM, and Zoom, Salesloft helps revenue teams move from guesswork to confidence, quarter after quarter.

Average Rating: 4.5/5.0

Total Reviews: 9,667

How Do G2 Users Rate Salesloft?

  • Quality of Support: 8.9/10 (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 Salesloft?

  • Seller: Salesloft
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Atlanta, GA
  • Twitter: @Salesloft
    18,437 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,098 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Sales Development Representative
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 32% Large

What Do G2 Reviewers Say About Salesloft?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Salesloft invaluable for efficient contact management and outreach.
  • Users appreciate the powerful automation features of Salesloft, greatly enhancing their sales engagement and productivity.
  • Users find Salesloft's helpful functionalities in call tracking and customizable cadences instrumental for efficient contact management.
  • Users value the seamless automation features in Salesloft, making call tracking and email campaigns effortless.
  • Users value the time-saving features of Salesloft, enhancing efficiency in managing outreach and prospecting activities.
Cons
  • Users find missing features like domain rotation and improved text formatting hinder their email effectiveness in Salesloft.
  • Users face call issues with Salesloft, experiencing difficulties with app alignment and support consistency during usage.
  • Users often face integration issues with Salesloft, particularly with platforms like HubSpot, affecting overall effectiveness.
  • Users note the limited features compared to competitors, impacting their overall experience and efficiency with Salesloft.
  • Users face a steep learning curve with Salesloft, making it challenging for newcomers to navigate effectively.

What Are Recent G2 Reviews of Salesloft?

What Are G2 Users Discussing About Salesloft?

ChurnZero

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: 1,610

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
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Washington, District of Columbia
  • Twitter: @churnzero
    1,792 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    145 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: 61% 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 user-friendly, streamlining their operations and enhancing customer engagement.
  • Users value the helpful customer success management that aids in efficiently monitoring and engaging with clients.
  • Users love the automation features of ChurnZero, enhancing organization and streamlining workflows for improved customer success.
  • Users rave about the fantastic customer support from ChurnZero, enhancing their experience and efficiency significantly.
  • Users commend ChurnZero for its efficiency in organization and adaptability, streamlining workflows and enhancing customer management.
Cons
  • Users find the learning curve steep, resulting in a time-consuming process before fully benefiting from ChurnZero.
  • Users find the complexity of navigation and report creation in ChurnZero challenging, impacting overall usability.
  • Users find ChurnZero's interface not intuitive, complicating email formatting, navigation, and integration processes.
  • Users note the missing features in ChurnZero, expressing a desire for better account overview and customization options.
  • Users face a steep learning curve with ChurnZero, requiring time and effort to achieve proficiency with features.

What Are Recent G2 Reviews of ChurnZero?

What Are G2 Users Discussing About ChurnZero?

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Planhat

Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security.

Average Rating: 4.5/5.0

Total Reviews: 952

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
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Stockholm, Stockholm County
  • Twitter: @planhat
    1,045 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    248 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, 31% Small

What Do G2 Reviewers Say About Planhat?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Planhat exceptional, facilitating smooth integration and team adoption.
  • Users commend the exceptional customer support from Planhat, enhancing their experience and ensuring effective collaboration.
  • Users value the extensive customization options in Planhat, enhancing their experience and streamlining workflows effectively.
  • Users appreciate the automation efficiency of Planhat, enhancing their workflow and streamlining customer management seamlessly.
  • Users value the helpfulness of Planhat, noting its excellent support and comprehensive features for managing customer success.
Cons
  • Users find the learning curve steep, struggling to navigate features and setup pages during initial use of Planhat.
  • Users find the complexity of Planhat daunting, with a challenging learning curve that hinders initial usability.
  • Users note a steep learning curve with Planhat, though support accelerates the process and enhances understanding.
  • Users face integration issues with Planhat, causing challenges in data management and trustworthiness among teams.
  • Users find the formula fields restrictive, desiring greater flexibility and automation for easier customization and efficiency.

What Are Recent G2 Reviews of Planhat?

What Are G2 Users Discussing About Planhat?

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

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: 4.6/5.0

Total Reviews: 1,337

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How Do G2 Users Rate Aligned?

  • Quality of Support: 9.1/10 (Category avg: 9.3/10)
  • Opportunity Identification: 8.2/10 (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)?: 6.7/10 (Category avg: 10/10)

Who Is the Company Behind Aligned?

  • Seller: Aligned
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Tel Aviv
  • Twitter: @Aligned_up
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    83 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: 50% Medium, 42% Small

What Do G2 Reviewers Say About Aligned?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive ease of use of Aligned, enabling smooth project creation and collaboration.
  • Users value the centralized platform of Aligned that enhances communication and efficiency throughout the client journey.
  • Users love the seamless team collaboration in Aligned, enhancing efficiency and organization for client and user interactions.
  • Users find Aligned to be very efficient, providing valuable insights and simplifying the sales process significantly.
  • Users value the organizational features of Aligned, enhancing clarity and streamlining the buying experience effectively.
Cons
  • Users find limited customization options frustrating, especially in dashboard design and team management features.
  • Users find missing features in Aligned, such as limited report exports and customization in org charts.
  • Users find the learning curve steep, requiring time to navigate and understand the workspace effectively.
  • Users experience integration issues with Aligned, particularly when connecting to CRM systems like Salesforce.
  • Users find Aligned has limited features, desiring more customization and facing hurdles with integrations and learning tools.

What Are Recent G2 Reviews of Aligned?

Accord

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: 210

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
  • Company Website:
  • Year Founded: 2020
  • HQ Location: San Francisco, US
  • Twitter: @inaccord
    130 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    220 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: 50% Medium, 26% Large

What Do G2 Reviewers Say About Accord?

AI-generated summary from verified user reviews

Pros
  • Users find Accord's ease of use invaluable, ensuring seamless collaboration and project management for teams and clients.
  • Users value the ease of collaboration across teams with Accord, enhancing deal management and accountability.
  • Users value the data centralization in Accord, enhancing efficiency and organization throughout project management.
  • Users value Accord for its efficient organization, streamlining tasks and ensuring accountability throughout project evaluations.
  • Users highlight Accord's efficiency, streamlining deal management and enhancing collaboration across teams to accelerate sales cycles.
Cons
  • Users feel that the integration issues with tools like Gong hinder a seamless experience and functionality.
  • Users express concern over the lack of integrations with tools like AI, impacting their overall workflow efficiency.
  • Users find the time-consuming manual work to be a major drawback, seeking more automation in their tasks.
  • Users desire more robust project management features in Accord to enhance usability and streamline workflows.
  • Users find the time management challenging due to manual work and complex processes affecting their efficiency.

What Are Recent G2 Reviews of Accord?

What Are G2 Users Discussing About Accord?

Vitally

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: 702

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
  • Company Website:
  • Year Founded: 2017
  • HQ Location: New York
  • Twitter: @vitally_io
    474 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    136 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, 40% Small

What Do G2 Reviewers Say About Vitally?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Vitally, appreciating its intuitive interface and helpful features for daily tasks.
  • Users appreciate the easy integrations of Vitally, enhancing workflow efficiency through seamless connections with other platforms.
  • Users enjoy the intuitive interface of Vitally, finding it easy to use for diverse applications.
  • Users value the automation capabilities of Vitally for streamlining tasks and enhancing workflow efficiency.
  • Users love the 100% customization of Vitally, finding it essential for enhancing their customer support experience.
Cons
  • Users find Vitally's complexity daunting, requiring significant time and effort for setup and customization, especially for non-tech users.
  • Users express frustration with integration issues, needing more native options and facing workaround challenges for connectivity.
  • Users find Vitally not intuitive, requiring significant time and investment to fully understand and navigate the system.
  • Users note a steep learning curve with Vitally, requiring time and team investment for effective use.
  • Users find the email functionality cumbersome, especially when connecting replies to pipeline impact and reporting performance.

What Are Recent G2 Reviews of Vitally?

What Are G2 Users Discussing About Vitally?

MaxIQ

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
  • Year Founded: 2022
  • HQ Location: San Francisco, California, United States
  • Twitter: @getmaxiq
    7 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    53 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 appreciate the AI-driven insights of MaxIQ, enhancing accuracy and clarity in forecasting and pipeline management.
  • Users value the ease of use of MaxIQ, appreciating its intuitive design and streamlined processes for daily tasks.
  • Users find MaxIQ's AI-driven insights incredibly helpful for accurate forecasting and identifying opportunities early.
  • Users commend the accuracy of MaxIQ, which enhances forecasting and enables proactive identification of challenges and opportunities.
  • Users value the intuitive design of MaxIQ, making setup and daily tasks streamlined and efficient.
Cons
  • Users note a steep learning curve with MaxIQ, requiring time to fully integrate into existing workflows.
  • Users often face integration issues, particularly with third-party tools, impacting their initial experience with MaxIQ.
  • Users desire more customization options for dashboards in MaxIQ to enhance their overall experience and flexibility.
  • Users find the inadequate reporting features of MaxIQ limit their ability to gain deeper insights efficiently.
  • 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?

Aviso

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: 980

How Do G2 Users Rate Aviso?

  • Quality of Support: 9.0/10 (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.
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Redwood City, CA
  • Twitter: @AvisoInc
    895 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    384 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% Medium, 42% Large

What Do G2 Reviewers Say About Aviso?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Aviso's intuitive filters and clear dashboards for efficient tracking.
  • Users value the AI prediction feature in Aviso, enhancing clarity and focus during forecasting and performance evaluations.
  • Users appreciate the abundant features of Aviso, facilitating comprehensive and user-friendly sales forecasting.
  • Users value the clean interface and logical organization of Aviso, enhancing navigation and insights for better forecasting.
  • Users value the efficiency of Aviso, streamlining their forecasting and data management for a smoother experience.
Cons
  • Users find the learning curve steep, with difficult initial setup and a lack of visibility into their progress.
  • Users report slow loading times with Aviso, facing frustrating delays of over 10 seconds on each page.
  • Users report inaccurate data from Aviso, particularly concerning salesforce integration and AI forecasts.
  • Users find Aviso lacking key features, such as incomplete forecasting capabilities, which complicate their processes.
  • Users experience slow performance with Aviso, facing lag and long load times that hinder productivity.

What Are Recent G2 Reviews of Aviso?

What Are G2 Users Discussing About Aviso?

Terret.ai

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
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Santa Clara, US
  • Twitter: @terret_ai
  • LinkedIn® Page: www.linkedin.com
    54 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 value the forecasting ease of Terret.ai, allowing clear overviews and seamless integration with Salesforce.
  • Users praise the powerful analytics of Terret.ai, highlighting quick-loading screens and customizable views for effective decision-making.
  • Users value the efficiency of Terret.ai, significantly enhancing productivity and streamlining forecasting processes.
  • Users value the easy access to comprehensive business insights through a single, well-organized dashboard.
  • Users appreciate the seamless integration with SFDC, enhancing CRM data accessibility and boosting efficiency in updates.
Cons
  • Users report connectivity issues and lag when integrating Terret.ai with Salesforce, hindering their experience.
  • Users find the integration issues with Salesforce to be tedious, impacting the overall synchronization experience.
  • Users find forecasting issues challenging due to the lack of hierarchy forecasting and clean Salesforce data integration.
  • Users find the reporting insufficient, lacking flexibility for tracking and viewing forecasts in multiple currencies effectively.
  • Users find the difficult reporting features of Terret.ai limit flexibility and complicate tracking forecast accuracy.

What Are Recent G2 Reviews of Terret.ai?

What Are G2 Users Discussing About Terret.ai?

Backstory

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
  • Company Website:
  • Year Founded: 2016
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    99 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 insightful data provided by People.ai, which significantly enhances sales management and decision-making.
  • Users commend the seamless CRM integration of People.ai, enhancing visibility and decision-making across sales activities.
  • Users praise the responsive customer support of People.ai, ensuring seamless integration and outstanding assistance throughout implementation.
  • Users value the customization options in People.ai, enhancing alignment and fostering collaborative integration with existing systems.
  • Users find People.ai easy to use with seamless integration and intuitive features that enhance their sales management experience.

What Are Recent G2 Reviews of Backstory?

What Are G2 Users Discussing About Backstory?

Deeto

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: 4.5/5.0

Total Reviews: 22

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
  • Company Website:
  • Year Founded: 2022
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 45% Medium, 36% Small

What Do G2 Reviewers Say About Deeto?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Deeto, making it simple to manage and utilize customer stories effectively.
  • Users appreciate the efficiency in managing and reusing customer stories, enhancing content creation for sales and advocacy.
  • Users appreciate the content creation capabilities of Deeto, enabling authentic storytelling through curated customer interactions and testimonials.
  • Users love the Q&A and video recording features of Deeto, enhancing customer advocacy and content creation effortlessly.
  • Users highlight the excellent customer support from Deeto, appreciating the fast responses to their inquiries.
Cons
  • Users find the adoption difficulty challenging due to unintuitive features and a steep learning curve for new users.
  • Users feel the AI-generated stories lack authenticity and are not yet suitable for customer-facing situations.
  • Users find call features issues frustrating due to their unintuitive nature and limited customization options.
  • Users find the complex interface of Deeto challenging, leading to a frustrating learning experience for newcomers.
  • Users find the AI-generated user stories lack authenticity and feel they are not suitable for customer-facing use.

What Are Recent G2 Reviews of Deeto?

EverAfter

EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with visible progress instead of static documents or external tools. AI is deeply embedded to personalize steps, adapt guidance in real time, and help customers reach value faster while continuing to move forward.

Average Rating: 4.6/5.0

Total Reviews: 159

How Do G2 Users Rate EverAfter?

  • Quality of Support: 9.6/10 (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 EverAfter?

  • Seller: Base
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Palo Alto, US
  • Twitter: @base_CLG
    333 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    45 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 62% Medium, 24% Small

What Do G2 Reviewers Say About EverAfter?

AI-generated summary from verified user reviews

Pros
  • Users find EverAfter to have a user-friendly design, making onboarding and customer interactions seamless and efficient.
  • Users praise the responsive and supportive customer support from EverAfter, enhancing their onboarding and engagement experiences significantly.
  • Users love the customization options of EverAfter, enabling seamless integration and enhancing customer onboarding experiences.
  • Users love the intuitive interface of EverAfter, appreciating its easy navigation and seamless integration.
  • Users commend the extremely responsive support of EverAfter, enhancing customer engagement and communication significantly.
Cons
  • Users are disappointed by the missing features such as a desktop version and direct file uploads.
  • Users are frustrated by the integration issues, limiting data handling and requiring reliance on alternative solutions.
  • Users find the complexity of configuration and customization time-consuming and sometimes overwhelming for effective use.
  • Users mention a learning curve for effectively using EverAfter, making internal adoption challenging for some teams.
  • Users find missing functionality in EverAfter, needing workarounds and backend support for better usability.

What Are Recent G2 Reviews of EverAfter?

What Are G2 Users Discussing About EverAfter?

Custify

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: 528

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
  • Year Founded: 2017
  • HQ Location: Bucharest, Romania
  • Twitter: @CustifySRL
    628 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, CSM
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 63% Small, 33% Medium

What Do G2 Reviewers Say About Custify?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Custify, benefiting from intuitive features that streamline customer management.
  • Users value the responsive customer support of Custify, always available to provide assistance and guidance.
  • Users find Custify to be intuitive and easy to use, making it accessible for all departments and individuals.
  • Users value the versatile integration options of Custify, enhancing adaptability and collaboration across teams and tools.
  • Users value the robust automation features of Custify, streamlining tasks and enhancing customer success strategies.
Cons
  • Users note the missing features in Custify, highlighting issues with tracking, communication, and documentation.
  • Users find the email functionality lacking with limited reporting and improvement needed in tracking features.
  • Users find limited customization options frustrating, affecting their ability to tailor the interface to their needs.
  • Users note the steep learning curve for Custify, with setup and UI improvements often proving challenging.
  • Users find Custify to be not intuitive, struggling with an outdated UI and complex settings that hinder usability.

What Are Recent G2 Reviews of Custify?

What Are G2 Users Discussing About Custify?

Catalyst

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
  • Company Website:
  • Year Founded: 2010
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    116 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 find Catalyst's intuitive interface remarkably easy to use, enhancing customer success management and engagement efficiently.
  • Users love the automation features of Catalyst, enhancing efficiency in managing customer interactions and driving retention.
  • Users appreciate the seamless integrations with their tech stack, streamlining operations and enhancing data consistency.
  • Users appreciate the intuitive and clean interface of Catalyst, facilitating easy navigation and quick value realization.
  • Users value the proactive customer engagement features of Catalyst, enhancing relationships and driving effective outcomes efficiently.
Cons
  • Users face integration issues, especially with Outreach, complicating workflows and limiting effective account management.
  • Users experience a challenging learning curve with Catalyst, especially if unfamiliar with CS platforms, complicating initial use.
  • Users are frustrated by the missing features in Catalyst, leading to inefficiencies and complications in workflow management.
  • Users find the interface not intuitive, making simple tasks complex and often frustrating during use.
  • Users experience difficult navigation with Catalyst, finding the UI confusing for managing and tracking tasks effectively.

What Are Recent G2 Reviews of Catalyst?

What Are G2 Users Discussing About Catalyst?

Julie Jung
JJ
Researched and written by Julie Jung
Updated October 3, 2024