Best Customer Revenue Optimization (CRO) Software

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

Total Products under this Category: 72

Category Stats (Nov 2026)

  • Average Rating: 4.6/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Quivly AI (+0.29%) - Among all products in this category, Quivly AI recorded the largest rating increase compared to last month

Last updated: November 01, 2026

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

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 24,300+ Authentic Reviews
  • 72+ 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, ChurnZero, Salesloft, Accord, Aligned, Planhat, 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=churnzero&focus%5B%5D=salesloft&focus%5B%5D=accord-accord&focus%5B%5D=teamaligned&focus%5B%5D=planhat&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: 1,739

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?

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 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 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.
  • Users value the intuitive interface of Gainsight Customer Success for its ease of navigation and clear data visibility.
Cons
  • Users find the complexity of report creation in Gainsight Customer Success can hinder navigation and usability.
  • Users note significant missing features in Gainsight, affecting functionality, security assessments, and integration capabilities.
  • Users report a steep learning curve with Gainsight Customer Success, finding initial setup and understanding features challenging.
  • Users find it challenging due to limited customization options in Gainsight, leading to a less user-friendly experience.
  • Users struggle with the complexity of Gainsight's setup and configuration, requiring significant time and effort to optimize.

What Are Recent G2 Reviews of Gainsight Customer Success?

What Are G2 Users Discussing About Gainsight Customer Success?

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: 1,623

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
  • 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?

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: 9,675

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
  • 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 find Salesloft's helpful functionalities in call tracking and customizable cadences instrumental for efficient contact management.
  • Users appreciate the powerful automation features of Salesloft, greatly enhancing their sales engagement and productivity.
  • 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 face a steep learning curve with Salesloft, making it challenging for newcomers to navigate effectively.
  • Users note the limited features compared to competitors, impacting their overall experience and efficiency with Salesloft.

What Are Recent G2 Reviews of Salesloft?

What Are G2 Users Discussing About Salesloft?

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Accord

Accord is the AI layer for revenue execution. The agentic platform turns value-selling methodologies like MEDDPICC into playbooks built into every deal, so reps follow the same proven process from first meeting through close and expansion. Inside each playbook, Accord’s AI Agents pick up the work between calls and surface next steps and recommendations in Accord, Slack, and email. Grounded in your methodology, content and customer conversations, they prep meetings, update the CRM, map stakeholders and suggest next best actions. Accord Intelligence turns signals across your GTM stack into proactive actions, and the Accord MCP connects your AI tools of choice. Buyers follow along in a digital sales room, where mutual action plans and shared content keep both sides moving together. Every step syncs to Salesforce and HubSpot, so leaders coach and forecast from real execution data instead of self-reported updates.

Average Rating: 4.9/5.0

Total Reviews: 249

How Do G2 Users Rate Accord?

  • Quality of Support: 9.7/10 (Category avg: 9.3/10)
  • Opportunity Identification: 8.0/10 (Category avg: 8.4/10)
  • Playbooks: 9.5/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 3.3/10 (Category avg: 10/10)

Who Is the Company Behind Accord?

  • Seller: Accord
  • Company Website:
  • Year Founded: 2020
  • HQ Location: San Francisco, US
  • 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, 29% 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 desire more robust project management features in Accord to enhance usability and streamline workflows.
  • Users find the time-consuming manual work to be a major drawback, seeking more automation in their tasks.
  • 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?

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 AI Deal Workspace where buyers and sellers run complex deals in one shared link. Most deals do not stall because the buyer lost interest. They stall in the gap between your CRM and your buyer: new stakeholders who need context, champions selling internally, next steps buried in email threads, and decisions made when you are not in the room. Your CRM records the deal. Aligned helps you run it. Aligned combines a Digital Sales Room and a Client Portal in one workspace that covers the full revenue lifecycle, from first conversation to onboarding, renewal and expansion. Account Executives, Sales Leaders, Enablement, RevOps and Customer Success teams put proposals, decks, demo recordings, mutual action plans and buyer content in one place. Buyers need no login. Powered by the Aligned Brain, AI works inside the workflow with full deal context: * Seller Agent: ask questions about a deal, make bulk updates, automate room updates after calls, and build decks and calculators. Every change is proposed for approval first. * Auto-builds post-call resources, including an executive summary, requested content and action items * Maps stakeholders to uncover hidden influencers and guide multithreading * Reads signals across calls, email, CRM and room engagement to flag risk and recommend the next best action * Generates business cases, mutual action plans and recap pages * Gives buyers AI inside the room to summarize content and answer security questions * Aligned MCP (Enterprise) brings the Aligned Brain into Claude, ChatGPT and Glean Built-in content management, buyer-level analytics, customer onboarding and success hubs, and 60+ integrations including Salesforce, HubSpot, Gong and Slack. SOC 2 Type II, GDPR, SSO, SCIM and white-labeling are available. Used by 70,000+ sales and customer success teams, with 1M+ buyers collaborating in workspaces every month.

Average Rating: 4.6/5.0

Total Reviews: 1,411

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How Do G2 Users Rate Aligned?

  • Quality of Support: 9.0/10 (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)?: 7.1/10 (Category avg: 10/10)

Who Is the Company Behind Aligned?

  • Seller: Aligned
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Tel Aviv
  • 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, 43% Small

What Do G2 Reviewers Say About Aligned?

AI-generated summary from verified user reviews

Pros
  • Users like the intuitive, user-friendly interface, which makes the product easy for teams and clients to navigate and use.
  • Users like keeping deal documents, communications, and resources organized together for easy access and sharing.
  • Users appreciate the easy, quick setup, which helps them get started and running with little effort.
  • Users value clear engagement tracking, showing who visits rooms, what buyers view, and time spent with content.
  • Users value clear alignment between buyers and teams, helping everyone understand expectations, responsibilities, and next steps.
Cons
  • Users find the platform overwhelming and difficult to learn at first, with its features and workflows taking time to master.
  • Users find room and page layouts rigid, with limited options to customize sections, tabs, and content placement.
  • Users find the interface clunky and cluttered, while some controls and features are difficult to access or use.
  • Users find workspace and deal-room setup time-consuming, especially when configuring spaces for each deal.
  • Users find reporting and analytics limited in detail and customization.

What Are Recent G2 Reviews of Aligned?

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: 953

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
  • 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, 32% 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?

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: 705

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
  • 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 love the 100% customization of Vitally, finding it essential for enhancing their customer support experience.
  • Users value the automation capabilities of Vitally for streamlining tasks and enhancing workflow efficiency.
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 note a steep learning curve with Vitally, requiring time and team investment for effective use.
  • 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 significant time and technical effort for effective utilization.

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
  • 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: 983

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
  • 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% Large, 42% Medium

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?

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?

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
  • 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 commend the ease of use of Terret.ai, enhancing workflow with intuitive navigation and seamless CRM integration.
  • Users value the quick and accurate forecasting capabilities of Terret.ai, enhancing team collaboration and visibility.
  • Users praise the seamless Salesforce integration of Terret.ai, enhancing collaboration and forecasting accuracy for sales teams.
  • Users find the user interface easy to navigate, enhancing communication and simplifying deal management effortlessly.
  • Users value the seamless integrations of BoostUp.ai with Salesforce, enhancing their sales forecasting and team collaboration.
Cons
  • Users report connectivity issues and lag when integrating Terret.ai with Salesforce, hindering their experience.
  • Users express concerns about design changes and usability issues in Terret.ai, impacting their overall experience and efficiency.
  • Users find the learning curve challenging, as navigating Terret.ai can be overwhelming without proper guidance.
  • 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.

What Are Recent G2 Reviews of Terret.ai?

What Are G2 Users Discussing About Terret.ai?

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?

Altify

Altify is a Salesforce-native, AI-enhanced solution that helps B2B sales teams win bigger, faster, and drive more predictable revenue. It's designed for revenue teams who want to align their sales execution with customer needs, directly within Salesforce CRM. Altify provides the solutions to map key relationships, uncover business insights, and manage deals from beginning to end, all while maximizing account growth. Our enterprise-grade platform integrates proven methodologies with intelligent automation to drive consistent revenue growth and sales performance. Since 2005, Altify has empowered sales professionals in companies such as AWS, Apple, Lumen, Honeywell and Salesforce to achieve maximum sales performance through proven account planning, opportunity management, and sales process best practices.

Average Rating: 4.2/5.0

Total Reviews: 73

How Do G2 Users Rate Altify?

  • Quality of Support: 8.7/10 (Category avg: 9.3/10)
  • Opportunity Identification: 7.4/10 (Category avg: 8.4/10)
  • Playbooks: 7.5/10 (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 Altify?

  • Seller: Altify
  • Year Founded: 2005
  • HQ Location: San Jose, CA
  • LinkedIn® Page: www.linkedin.com
    109 employees on LinkedIn®
  • Phone: +1 866 570 3836

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 54% Large, 38% Medium

What Do G2 Reviewers Say About Altify?

AI-generated summary from verified user reviews

Pros
  • Users value the quick and responsive customer support of Altify, enhancing their overall experience significantly.
  • Users find Altify's account management features boost Salesforce adoption and enhance account planning efficiency.
  • Users find Altify's ease of use exceptional, with a user-friendly interface and responsive customer support enhancing their experience.
  • Users value the efficiency of Altify, noting its user-friendly interface and streamlined account planning for sales optimization.
  • Users value the AI-driven insights of Altify, enhancing decision-making and identifying key stakeholders in deals.
Cons
  • Users find the interface difficult to learn, with some key details being unintuitive and hard to navigate.
  • Users find the UI/UX complex, suggesting that navigation could be simplified for a better experience.
  • Users find the cost structure of Altify to be quite steep, making it challenging for small companies to afford.
  • Users find the learning curve steep due to limited functionality and a complicated interface.
  • Users find the learning difficulty of Altify challenging due to its limited functionality and complex interface.

What Are Recent G2 Reviews of Altify?

What Are G2 Users Discussing About Altify?

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
  • 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 value the customizability of EverAfter, enabling tailored solutions that enhance collaboration and streamline processes.
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 find missing functionality in EverAfter, needing workarounds and backend support for better usability.
  • Users mention a learning curve for effectively using EverAfter, making internal adoption challenging for some teams.

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: 529

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
  • 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?

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