# Best Revenue Operations & Intelligence (RO&I) Software *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Revenue operations and intelligence (RO&I) software organizes prospect and customer data across various internal business systems to measure and analyze every touchpoint on the customer journey. This centralization of information provides revenue insights and more accurate sales forecasts. These solutions capture all interaction activity through various mediums to analyze the successes and failures of the buying journey and create repeatable processes to drive success. Revenue teams use this software to gain more visibility into the revenue pipeline, better manage customer accounts, and report team performance. These solutions provide insights at all levels, including contacts, deal viability, account health, and holistic revenue processes. RO&I software ultimately provides customer success, marketing, and sales teams with one single source of truth for revenue data. These solutions enable organizations to create a consistent sales process by analyzing historical data to better understand buyer behavior and engage accordingly. RO&I solutions can flag and de-escalate risky renewal deals by providing guidance on the next best steps. Some solutions provide insights into the buying group of a customer: who the key decision makers are, who has been engaged with, who hasn’t been engaged with, and how often they should be engaged with. RO&I solutions are ideally used across the entire revenue organization—reps, managers, operations, and executives—to achieve revenue growth across acquisition, retention, and expansion. RO&I software also better equips revenue leaders by leveraging actionable intelligence to monitor opportunity health and coach reps on best practices based on data rather than opinions. This software ensures that consistent and accurate data is used to make actionable decisions, breaks down information silos, identifies efficiency gaps, and provides transparency across revenue or go-to-market (GTM) teams. Some solutions that RO&I software often pulls revenue data from include [CRM software](https://www.g2.com/categories/crm), [marketing automation software](https://www.g2.com/categories/marketing-automation), [email software](https://www.g2.com/categories/email), and [conversation intelligence software](https://www.g2.com/categories/conversation-intelligence). Based on the data from these sources, RO&I software uses artificial intelligence (AI) capabilities to provide insights that enable GTM teams to operationalize their most successful behaviors, leading to greater revenue. To qualify for the Revenue Operations and Intelligence category, a product must: - Integrate with sales and marketing software to capture all interactions throughout the customer’s lifecycle across multiple channels - Leverage AI to unify customer interaction data across various business systems - Be intended for use throughout the revenue organization as the single source of truth - Analyze account engagement and provide AI-driven insights and guidance - Provide analytics and insights to enhance forecasting accuracy and pipeline management as well as enrich internal business data - Provide performance metrics on revenue KPIs ## Top Revenue Operations & Intelligence (RO&I) Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,646 reviews) | Full-Funnel Deal Control | "[Agentforce Sales Drives Efficiency with Autonomous AI and Seamless Integrations](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13022201)" | | 2 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,497 reviews) | Conversation-Powered Deal Insight | "[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)" | | 3 | [Clari](https://www.g2.com/products/clari/reviews) | 4.6/5.0 (5,500 reviews) | Precision Forecasting | "[Effortlessly Manage Calls with Clari](https://www.g2.com/survey_responses/clari-review-12786353)" | | 4 | [Substrata](https://www.g2.com/products/substrata-substrata/reviews) | 4.9/5.0 (1,093 reviews) | Buyer-Intent Intelligence | "[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)" | | 5 | [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) | 4.6/5.0 (576 reviews) | Process-Driven Guided Selling | "[Effortless Meeting Scheduling with Team Calendar Links](https://www.g2.com/survey_responses/revenue-grid-review-12973532)" | | 6 | [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) | 4.5/5.0 (3,395 reviews) | — | "[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)" | | 7 | [MaxIQ](https://www.g2.com/products/maxiq/reviews) | 4.9/5.0 (35 reviews) | AI-ready revenue analytics | "[Maximized Sales Efficiency with AI-Driven Innovation](https://www.g2.com/survey_responses/maxiq-review-12521362)" | | 8 | [Aviso](https://www.g2.com/products/aviso/reviews) | 4.3/5.0 (967 reviews) | Forecast governance inside Salesforce-linked pipelines | "[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)" | | 9 | [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) | 4.5/5.0 (560 reviews) | Clean, Unified Rev Data | "[HubSpot Data Hub simplifies and centralizes data with ease](https://www.g2.com/survey_responses/hubspot-data-hub-review-12746925)" | | 10 | [Apollo.io](https://www.g2.com/products/apollo-io/reviews) | 4.7/5.0 (9,341 reviews) | Signal-Driven Outbound | "[Best value B2B prospecting tool on the market today](https://www.g2.com/survey_responses/apollo-io-review-12700971)" | --- ## What Are the Most Common Questions About Revenue Operations & Intelligence (RO&I) Software? *AI-generated · Last updated: May 26, 2026* ### Which RO-I Software helps with accurate forecasting and lead qualification for growing sales organizations? Based on G2 reviews, growing sales organizations consistently mention a few themes when evaluating Revenue Operations & Intelligence (RO&I) software: clearer pipeline visibility, better forecasting, and stronger lead prioritization. According to verified users, Clari is often used to improve forecasting visibility and next-step management, while Agentforce Sales is frequently praised for lead prioritization, automated follow-ups, and centralized pipeline visibility. G2 reviewers mention that MaxIQ also helps teams reduce spreadsheet-driven forecasting by surfacing deal risk and opportunity signals in one workspace. Common trade-offs in reviews include setup effort, learning curve, and the need for clean CRM data to get the most value from forecasting and qualification workflows. **Here are some of the top-rated products on G2:** - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) – used for lead prioritization, pipeline visibility, and automating follow-up work - [Clari](https://www.g2.com/products/clari/reviews) – used for forecasting, pipeline rollups, and keeping sales teams focused on next steps - [MaxIQ](https://www.g2.com/products/maxiq/reviews) – used for AI-driven forecasting and identifying risk across pipeline and customer lifecycle stages ### Which RO-I Software avoids complex implementation and keeps setup under 30 days? Based on G2 reviews, Gong stands out as the clearest fit for teams prioritizing a faster start. According to verified users, Gong is repeatedly described as easy to onboard, with reviewers noting a smooth rollout, quick user adoption, and minimal friction in getting call recording, summaries, and revenue insights live. G2 reviewers mention that setup can still vary by team size and workflow complexity, but the overall pattern is that Gong feels more approachable than tools that require heavy process design or deeper administrative work. Reviews also highlight that some AI and admin features continue to evolve, so buyers should weigh fast deployment against how much customization and governance they may need later. ### What RO-I Software delivers proven ROI within six months for sales operations teams? Based on G2 reviews, buyers should be careful with this question because most reviewers describe efficiency gains, visibility improvements, and time savings rather than clearly verified ROI timelines under six months. According to verified users, products like Clari, Gong, and Revenue Grid are often associated with less manual reporting, stronger forecasting visibility, and improved productivity, but reviewers rarely ground those benefits in a consistent six-month ROI window. G2 reviewers mention faster meeting prep, reduced manual CRM work, and clearer pipeline management as near-term wins, yet implementation complexity, adoption, and data quality still shape how quickly value appears. In short, the review data supports operational benefits, but not a broad, category-wide proof of six-month ROI. ### Which RO-I Software integrates seamlessly with leading CRM platforms while providing multi-touch attribution analysis? Based on G2 reviews, Dreamdata is the strongest fit for this combination. According to verified users, Dreamdata is repeatedly praised for connecting CRM, ad, and web data into a unified buyer journey view while supporting multi-touch attribution analysis across pipeline and revenue. G2 reviewers mention that it helps teams move beyond basic first-touch or last-touch reporting and better understand how channels, campaigns, and touchpoints influence revenue outcomes. Reviews also note that implementation and attribution setup can involve a learning curve, especially for less technical teams, but the platform is consistently described as valuable for marketing and revenue teams that need CRM-connected attribution depth rather than just high-level engagement reporting. ### What RO-I Software solutions offering workflow automation and actionable insights without lengthy implementation timelines? Based on G2 reviews, several RO&I software options combine workflow automation with practical insights while avoiding unusually long time-to-value. According to verified users, Momentum is often used to automate call summaries, CRM updates, and Slack-based workflows, while Revenue Grid is praised for streamlining email, meeting, and Salesforce-related activity logging. G2 reviewers mention that AskElephant and Gong also help automate post-call work and surface useful insights quickly, especially for teams centered on meetings and conversation data. The common thread in reviews is faster operational efficiency rather than deep custom implementation. Buyers should still expect some setup and prompt tuning, but these tools are generally described as easier to activate than platforms requiring heavier data-model work. ### What most reliable RO-I Software based on reviews from revenue operations leaders at software companies? Based on G2 reviews, reliability in this category usually means dependable forecasting visibility, stable integrations, and consistent data capture rather than just ease of use. According to verified users, Clari is frequently described as a dependable forecasting system for pipeline rollups and revenue visibility, while Gong is often praised for reliable conversation capture and broad adoption across teams. G2 reviewers mention that Agentforce Sales is valued for being a centralized source of truth, though setup complexity and admin dependence come up often. Reviews from operations-minded users also highlight that reliability depends heavily on CRM hygiene, workflow design, and how well the tool fits existing processes. In other words, the most reliable platform is often the one aligned with your operating model. ### What highest rated RO-I Software for sales operations teams managing multi-channel pipeline attribution? Based on G2 reviews, teams managing multi-channel pipeline attribution most often call out tools built to connect marketing, sales, and revenue data in one view. According to verified users, Dreamdata is repeatedly highlighted for multi-touch attribution and customer journey analysis, while CaliberMind is valued for connecting marketing and sales touchpoints to pipeline and revenue. G2 reviewers mention that RevSure and Upside also help teams understand channel impact, campaign influence, and broader pipeline performance. Common strengths include attribution flexibility, account-level journey visibility, and improved reporting for leadership. Common trade-offs include learning curve, setup complexity, and occasional limits in dashboard customization, especially for teams with complex or highly fragmented GTM data. **Here are some of the top-rated products on G2:** - [Dreamdata](https://www.g2.com/products/dreamdata/reviews) – used for multi-touch attribution, buyer journey analysis, and tying channels to pipeline and revenue - [CaliberMind](https://www.g2.com/products/calibermind/reviews) – used to connect marketing and sales data for account engagement and attribution reporting - [RevSure](https://www.g2.com/products/revsure-ai-revsure/reviews) – used for attribution, campaign performance visibility, and pipeline health analysis ### What is the best RO-I Software platforms for sales teams wanting to eliminate spreadsheet forecasting and gain real-time visibility? Based on G2 reviews, Clari is the most direct answer for sales teams trying to replace spreadsheet forecasting with a more current view of pipeline and next steps. According to verified users, Clari is commonly used to centralize forecasting, reduce manual reporting, and give teams one place to monitor opportunity progress and quarter performance. G2 reviewers mention that it helps replace inconsistent spreadsheet rollups with structured forecasting views, clearer pipeline visibility, and better meeting efficiency. Reviews also note that teams may still face a learning curve, and some dashboard navigation can take time to learn. Even so, the recurring buyer outcome in the reviews is less manual forecast work and more confidence in pipeline visibility. ### What most trusted RO-I Software by revenue leaders at mid-market companies based on user reviews? Based on G2 reviews, trust in RO&I software usually comes from visibility, ease of adoption, and confidence in the underlying data rather than one single feature. According to verified users, Gong is widely trusted for conversation intelligence, call summaries, coaching, and deal visibility, while Clari is often trusted for forecasting discipline and pipeline management. G2 reviewers mention that Agentforce Sales is trusted when teams want a broad source of truth spanning leads, opportunities, and reporting. For mid-market buyers specifically, reviews suggest the most trusted products are the ones that fit existing workflows without creating extra admin burden. Strong support, fast onboarding, and clear pipeline context are recurring reasons reviewers express confidence in these tools. ### What RO-I Software with AI-powered suggestions that improve forecast accuracy and pipeline management? Based on G2 reviews, AI-powered suggestions in this category most often show up as deal risk signals, next-step guidance, lead prioritization, and forecast support. According to verified users, MaxIQ is praised for using buyer and deal signals to improve forecast confidence, while Clari is often cited for predictive insights, risk analysis, and easier forecast management. G2 reviewers mention that Agentforce Sales uses AI for lead prioritization, next actions, summaries, and follow-up support, and Momentum is highlighted for surfacing call-based insights and real-time workflow actions. Reviewers also caution that AI value depends on clean source data and thoughtful setup. When those conditions are in place, users consistently describe faster decisions and stronger pipeline visibility. ## How Many Revenue Operations & Intelligence (RO&I) Software Products Does G2 Track? **Total Products under this Category:** 142 ### Category Stats (Jun 2026) - **Average Rating**: 4.65/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: GTM Studio - Powered by ZoomInfo (+1.13%) - Among all products in this category, GTM Studio - Powered by ZoomInfo recorded the largest rating increase compared to last month *Last updated: June 26, 2026* ## How Does G2 Rank Revenue Operations & Intelligence (RO&I) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 73,600+ Authentic Reviews - 142+ 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. ## Which Revenue Operations & Intelligence (RO&I) Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Easiest to Use:** [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - **Top Trending:** [AskElephant](https://www.g2.com/products/askelephant/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Apollo.io Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2641&secure%5Bdisplayable_resource_id%5D=2641&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2641&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=19743&secure%5Bresource_id%5D=2641&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Frevenue-operations-intelligence-ro-i&secure%5Btoken%5D=9305c53ca2d4569cef2d93449f19fb3f561cd3d8338bab5d9c0ccf5f9ae5d550&secure%5Burl%5D=https%3A%2F%2Fwww.apollo.io%2Fdemo%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3DG2Clicks%26utm_content%3Dtopic%26utm_term%3Drevenueoperationsintelligence&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Revenue Operations & Intelligence (RO&I) Software Products in 2026? ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,646 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Ease of Use:** 8.2/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.4/10 (Category avg: 8.2/10) - **Account Engagement:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (579,511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (83,223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### What Are Agentforce Sales (formerly Salesforce Sales Cloud)'s Pros and Cons? **Pros:** - Ease of Use (2065 reviews) - Features (1726 reviews) - Lead Management (1174 reviews) - Salesforce Integration (991 reviews) - Integrations (879 reviews) **Cons:** - Learning Curve (1092 reviews) - Limitations (791 reviews) - Complexity (682 reviews) - Expensive (612 reviews) - Limited Features (584 reviews) ### What Do G2 Reviewers Say About Agentforce Sales (formerly Salesforce Sales Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Agentforce Sales, streamlining workflows and enhancing productivity for sales teams. - Users value the **intuitive flow and visual interface** of Agentforce Sales, streamlining lead management and opportunity tracking. - Users value the **360-degree view and scalability** of Agentforce Sales, enhancing lead follow-up and overall productivity. - Users value the **centralized customer data** of Salesforce Sales Cloud, enabling efficient management of leads and relationships. - Users appreciate the **seamless integration capabilities** of Agentforce Sales, enhancing workflow and supporting unique business processes effectively. **Cons:** - Users find the **learning curve challenging** due to complex setups and navigation of security layers. - Users find the **limited package options** frustrating, especially regarding relay options and governance challenges post-Hyperforce migration. - Users find the **complexity of configurations** overwhelming, impacting their experience with Agentforce Sales. - Users find the product to be **rather expensive** , suggesting improvements for cost-effectiveness and customizable options. - Users express dissatisfaction with the **limited features** in Agentforce Sales, particularly regarding package inclusions and updates. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Agentforce Sales Drives Efficiency with Autonomous AI and Seamless Integrations](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13022201)"** **Rating:** 5.0/5.0 stars *— Krunal B.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13022201) --- **"[Sales Cloud Streamlines Our Pipeline with Powerful Automation and Insights](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12998010)"** **Rating:** 4.0/5.0 stars *— Carlos V.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12998010) --- #### What Are G2 Users Discussing About Agentforce Sales (formerly Salesforce Sales Cloud)? - [What is Salesforce Maps used for?](https://www.g2.com/discussions/salesforce-maps-what-is-salesforce-maps-used-for) - 2 comments - [What is the benefit of Salesforce CRM?](https://www.g2.com/discussions/what-is-the-benefit-of-salesforce-crm) - 7 comments - [What is Salesforce and CRM?](https://www.g2.com/discussions/what-is-salesforce-and-crm) - 3 comments - [What makes high velocity sales more powerful than ever?](https://www.g2.com/discussions/what-makes-high-velocity-sales-more-powerful-than-ever) - 1 comment - [How do I enable Inbox in Salesforce?](https://www.g2.com/discussions/how-do-i-enable-inbox-in-salesforce) - 4 comments ### 2. [Gong](https://www.g2.com/products/gong/reviews) Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000—including LinkedIn, Shopify, Slack, Twilio, Zillow, and Morningstar—companies around the world deeply understand their teams and customers, automate critical sales workflows, and close more deals with less effort. Recognized by G2 as the #1 Best Software Product for multiple years, Gong continues to lead in customer satisfaction, innovation, and AI-powered revenue transformation. For more information, visit www.gong.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 6,497 **How Do G2 Users Rate Gong?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.4/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.0/10 (Category avg: 8.2/10) - **Account Engagement:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Gong?** - **Seller:** [Gong](https://www.g2.com/sellers/gong) - **Company Website:** https://www.gong.io - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @Gong_io (7,641 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10454372/ (2,546 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Mid-Market, 18% Enterprise #### What Are Gong's Pros and Cons? **Pros:** - Helpful (301 reviews) - Ease of Use (240 reviews) - Call Recording (194 reviews) - Accuracy (188 reviews) - AI Summary (186 reviews) **Cons:** - Call Issues (119 reviews) - Recording Issues (77 reviews) - AI Inaccuracy (69 reviews) - AI Limitations (67 reviews) - Missing Features (60 reviews) ### What Do G2 Reviewers Say About Gong? *AI-generated summary from verified user reviews* **Pros:** - Users find Gong's **time-saving insights** invaluable, providing excellent visibility into customer conversations and enhancing coaching efficiency. - Users appreciate the **ease of use** of Gong, finding it user-friendly for reviewing calls and insights. - Users appreciate the **call recording feature** of Gong for its ease of use and valuable insights it provides. - Users value Gong for its **exceptional transcription accuracy** , transforming conversations into actionable insights effortlessly. - Users appreciate the **AI-driven insights** of Gong, which enhance productivity and streamline sales processes effectively. **Cons:** - Users experience **call access issues** with Gong, finding it hard to retrieve older recordings efficiently. - Users report frequent **recording issues** with Gong, including inaccurate transcriptions and difficulties in accessing old calls. - Users experience **AI inaccuracy** that impacts the reliability of insights and effectiveness of communication tools. - Users find the **AI limitations** of Gong frustrating, particularly regarding accuracy and integration with their CRM systems. - Users find the **search functionality lacking** , particularly missing support for Teams and limited action item suggestions. #### What Are Recent G2 Reviews of Gong? **"[Actionable Conversation Insights That Keep Teams Aligned.](https://www.g2.com/survey_responses/gong-review-12837945)"** **Rating:** 5.0/5.0 stars *— Connor H.* [Read full review](https://www.g2.com/survey_responses/gong-review-12837945) --- **"[Brilliant AI, Extremely Intuitive Platform](https://www.g2.com/survey_responses/gong-review-12892641)"** **Rating:** 5.0/5.0 stars *— Lilian S.* [Read full review](https://www.g2.com/survey_responses/gong-review-12892641) --- #### What Are G2 Users Discussing About Gong? - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/gong-how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - 2 comments - [How is Gong revolutionizing sales strategies with its AI-driven insights?](https://www.g2.com/discussions/how-is-gong-revolutionizing-sales-strategies-with-its-ai-driven-insights) - [What is Gong used for?](https://www.g2.com/discussions/what-is-gong-used-for) - [Is Gong a public?](https://www.g2.com/discussions/is-gong-a-public) - 1 comment - [How Much Does Gong IO cost?](https://www.g2.com/discussions/how-much-does-gong-io-cost) - 1 comment ### 3. [Clari](https://www.g2.com/products/clari/reviews) Clari+Salesloft is a category-transforming AI company architecting the future of revenue. By building the world’s first Predictive Revenue System, we help organizations move beyond fragmented applications and systems of record to a model that continuously drives and adapts revenue execution. Our platform captures deal data signals, and uses tailor-built AI to create the right context and drive action across sales teams. Instead of disconnected insights and siloed workflows, sales teams operate with shared understanding, faster decisions, and execution that stays aligned to the business. Trusted by thousands of enterprises including Adobe, 3M, IBM, and Zoom, Clari+Salesloft powers the forecast, surfaces pipeline risk, and drives proactive execution—returning thousands of hours to the field and enabling predictable, scalable growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 5,500 **How Do G2 Users Rate Clari?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.1/10 (Category avg: 8.2/10) - **Account Engagement:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Clari?** - **Seller:** [Salesloft](https://www.g2.com/sellers/salesloft) - **Company Website:** https://salesloft.com - **Year Founded:** 2011 - **HQ Location:** Atlanta, GA - **Twitter:** @Salesloft (18,437 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296178/ (1,101 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 41% Enterprise #### What Are Clari's Pros and Cons? **Pros:** - Ease of Use (241 reviews) - Features (180 reviews) - Helpful (171 reviews) - Forecasting (139 reviews) - Salesforce Integration (125 reviews) **Cons:** - Learning Curve (80 reviews) - Limitations (63 reviews) - Missing Features (61 reviews) - Limited Customization (59 reviews) - Not Intuitive (57 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** in Clari, enabling effortless dashboard creation and streamlined forecasting processes. - Users appreciate Clari's **modern virtual capabilities** for easy financial management and insightful forecasting, enhancing business efficiency. - Users find Clari's **streamlined sales forecasting** invaluable for gaining insights and simplifying revenue management. - Users value Clari's **effective forecasting capabilities** , appreciating its automation and clear visual design for streamlined insights. - Users value the **Salesforce integration** of Clari, enjoying seamless access to all their sales data in one place. **Cons:** - Users experience a **steep learning curve** with Clari, particularly when navigating the Admin section and user updates. - Users find that **complicated setup and additional information requirements** hinder the effective use of Clari. - Users find it frustrating that Clari lacks **mass update features** and customizable dashboards, impacting workflow efficiency significantly. - Users note a **limited customization** in Clari, making workflows and updates less efficient and more cumbersome. - Users find Clari's interface **not intuitive** , making navigation and customization a challenge during usage. #### What Are Recent G2 Reviews of Clari? **"[Clari has met and exceed our expectations for our GTM Oganization](https://www.g2.com/survey_responses/clari-review-10775002)"** **Rating:** 4.0/5.0 stars *— Eric M.* [Read full review](https://www.g2.com/survey_responses/clari-review-10775002) --- **"[Effortlessly Manage Calls with Clari](https://www.g2.com/survey_responses/clari-review-12786353)"** **Rating:** 5.0/5.0 stars *— Aditi S.* [Read full review](https://www.g2.com/survey_responses/clari-review-12786353) --- #### What Are G2 Users Discussing About Clari? - [How does Groove's integration with Clari enhance sales and revenue operations?](https://www.g2.com/discussions/how-does-groove-s-integration-with-clari-enhance-sales-and-revenue-operations) - 1 comment - [How is Groove, a Clari Company being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-groove-a-clari-company-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [How do I add groove to Gmail?](https://www.g2.com/discussions/how-do-i-add-groove-to-gmail) - 1 comment - [How much does groove cost?](https://www.g2.com/discussions/how-much-does-groove-cost) - 1 comment, 1 upvote - [What groove means in music?](https://www.g2.com/discussions/what-groove-means-in-music) - 7 comments ### 4. [Substrata](https://www.g2.com/products/substrata-substrata/reviews) Substrata analyzes behavioral data to uncover attitudes, emotions, intentions and power dynamics, helping dealmakers sell smarter and close more deals. **Average Rating:** 4.9/5.0 **Total Reviews:** 1,093 **How Do G2 Users Rate Substrata?** - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.5/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.3/10 (Category avg: 8.2/10) - **Account Engagement:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Substrata?** - **Seller:** [Substrata](https://www.g2.com/sellers/substrata-221a11cc-8331-453c-b030-2fd1cd2f19ea) - **Company Website:** https://www.substrata.me/ - **Year Founded:** 2020 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @SubstrataHQ (517 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/substrata-company/ (33 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Sales Development Representative, Project Manager - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 46% Small-Business, 41% Mid-Market #### What Are Substrata's Pros and Cons? **Pros:** - Accuracy (535 reviews) - Helpful (441 reviews) - Conversation Analysis (390 reviews) - Insights (336 reviews) - Time-saving (277 reviews) **Cons:** - Learning Curve (307 reviews) - Limited Customization (147 reviews) - Complexity (118 reviews) - Time-Consuming (102 reviews) - Dashboard Issues (99 reviews) ### What Do G2 Reviewers Say About Substrata? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **clarity and accuracy** provided by Substrata, enhancing communication with stakeholders and entrepreneurs. - Users find Substrata **extremely helpful** for project organization, client communication, and supplier management efficiency. - Users value the **clarity and precision in communication** that Substrata provides, enhancing strategic outreach and alignment. - Users appreciate the **accurate client communication** and insightful tracking features of Substrata, enhancing their messaging effectively. - Users value the **time-saving capabilities** of Substrata, enabling efficient prospect tracking and streamlined outreach. **Cons:** - Users experience a challenging **learning curve** with Substrata, requiring time and effort for effective usage. - Users note **limited customization** , wishing for more tailored views and metrics to enhance their experience with Substrata. - Users find the **initial setup and complex interface** of Substrata overwhelming, hindering a smooth experience. - Users find the **time-consuming setup and analysis** of Substrata can hinder their efficiency and experience. - Users find the dashboard initially **overwhelming and unintuitive** , hindering their ability to efficiently access necessary insights. #### What Are Recent G2 Reviews of Substrata? **"[Real Insights for Real Global Sales Challenges](https://www.g2.com/survey_responses/substrata-review-12617983)"** **Rating:** 4.5/5.0 stars *— Blake M.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12617983) --- **"[Intuitive Content Library with Effortless Drag-and-Drop Organization](https://www.g2.com/survey_responses/substrata-review-12619141)"** **Rating:** 4.5/5.0 stars *— Melissa L.* [Read full review](https://www.g2.com/survey_responses/substrata-review-12619141) --- ### 5. [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews) Revenue Grid is a sophisticated revenue intelligence solution designed to enhance sales performance through advanced data capturing technology. This platform integrates seamlessly with Salesforce, providing users with a comprehensive view of their revenue landscape. By leveraging artificial intelligence, Revenue Grid enables sales teams to make informed decisions, optimize their strategies, and ultimately drive revenue growth. The target audience for Revenue Grid includes sales leaders, operational roles, and organizations seeking to improve their sales processes. This solution is particularly beneficial for companies that rely heavily on data-driven insights to manage their sales pipelines effectively. With its robust features, Revenue Grid addresses specific use cases such as identifying revenue leaks, managing at-risk deals, and automating sales tasks, making it an essential tool for any sales-driven organization. Key features of Revenue Grid include AI-guided selling, which empowers sales representatives to understand the nuances of human relationships behind accounts. This capability allows teams to tailor their approaches and improve their chances of closing deals. Additionally, the platform offers intelligent sales sequences that automate repetitive tasks for Sales Development Representatives (SDRs) and Account Executives (AEs), freeing them to focus on high-impact activities. The ability to visualize and eliminate revenue leaks in the pipeline provides actionable insights that can significantly enhance sales performance. Moreover, Revenue Grid offers comprehensive analytics that provide clarity on sales team activities and the true state of each representative's forecasted pipeline. Users can access out-of-the-box reports that highlight potential revenue leaks, enabling proactive measures to be taken before issues escalate. Custom Revenue Signals can also be created to refine and enhance the sales process, ensuring that each team member operates at peak efficiency. By utilizing these features, sales teams can execute better, close deals faster, and increase their overall win rates. Overall, Revenue Grid stands out in the revenue intelligence category by combining advanced AI capabilities with seamless integration into existing sales workflows. This unique blend of features not only enhances productivity but also fosters a deeper understanding of the sales process, making it an invaluable asset for organizations aiming to maximize their revenue potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 576 **How Do G2 Users Rate Revenue Grid?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.6/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.4/10 (Category avg: 8.2/10) - **Account Engagement:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Revenue Grid?** - **Seller:** [Revenue Grid](https://www.g2.com/sellers/revenue-grid) - **Company Website:** https://revenuegrid.com/ - **Year Founded:** 2006 - **HQ Location:** Atlanta, Georgia - **Twitter:** @Revenue_Grid_ (1,057 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/revenue-grid/ (142 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 47% Mid-Market, 41% Small-Business #### What Are Revenue Grid's Pros and Cons? **Pros:** - Ease of Use (51 reviews) - Salesforce Integration (45 reviews) - Integrations (40 reviews) - Helpful (36 reviews) - Customer Support (29 reviews) **Cons:** - Slow Loading (10 reviews) - Learning Curve (8 reviews) - Missing Features (8 reviews) - Technical Issues (8 reviews) - Integration Issues (7 reviews) ### What Do G2 Reviewers Say About Revenue Grid? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Revenue Grid, appreciating its flexibility and efficient support for their unique needs. - Users value the **seamless Salesforce integration** of Revenue Grid, enhancing visibility and streamlining documentation processes. - Users value the **seamless integration** of Revenue Grid with Salesforce and Outlook, enhancing their documentation and workflow efficiency. - Users commend the **excellent customer support** and seamless integration of Revenue Grid, greatly enhancing workflow efficiency. - Users praise the **helpful customer support** of Revenue Grid, highlighting their responsiveness and valuable assistance throughout projects. **Cons:** - Users often experience **slow loading** times with the sidebar and add-on, which affects their workflow efficiency. - Users face a **steep learning curve** with Revenue Grid's advanced features, though support and documentation are helpful. - Users feel the **missing features** in Revenue Grid limit lead management and email integration functionalities. - Users experience **technical issues** during setup and occasional glitches, impacting initial configurations and data synchronization. - Users face **integration issues** with Salesforce that hinder automation and require careful configuration for effective contact management. #### What Are Recent G2 Reviews of Revenue Grid? **"[Effortless Email Sync to Salesforce with Time-Saving Drag-and-Drop](https://www.g2.com/survey_responses/revenue-grid-review-12926033)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12926033) --- **"[Effortless Meeting Scheduling with Team Calendar Links](https://www.g2.com/survey_responses/revenue-grid-review-12973532)"** **Rating:** 4.5/5.0 stars *— Yvette L.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-12973532) --- #### What Are G2 Users Discussing About Revenue Grid? - [What is Revenue Grid used for?](https://www.g2.com/discussions/what-is-revenue-grid-used-for) - [What can Google drive do?](https://www.g2.com/discussions/what-can-google-drive-do) - [What is dropbox and how does it work?](https://www.g2.com/discussions/what-is-dropbox-and-how-does-it-work) - [What can machine learning be used for?](https://www.g2.com/discussions/what-can-machine-learning-be-used-for) - [What is a revenue Grid?](https://www.g2.com/discussions/what-is-a-revenue-grid) - 2 comments ### 6. [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) Note: GTM Studio is the upgraded version of ZoomInfo Marketing and ZoomInfo Operations. GTM Studio is ZoomInfo's AI-powered go-to-market canvas that unifies signals, systems, and teams in one intelligent workspace so plays fire automatically, moments aren't missed, and reps always know what to do next. Designed for RevOps and marketing teams, GTM Studio eliminates tool sprawl by connecting CRM, marketing, sales, and third-party data into a single live canvas - giving every team a complete, AI-ready view of their market. At the core of GTM Studio is built-in waterfall enrichment that automatically fills in missing contact and account data across 25+ vendors, so the data powering every play is always complete and actionable. AI-powered insights surface buying signals in real time, helping teams respond to in-market buyers in under five minutes - before competitors have even pulled a list. Every insight is grounded in your ICP, so GTM decisions are faster, sharper, and more informed. GTM Studio is built for speed to execution. A library of pre-built plays - including inbound acceleration, champion tracking, and competitive displacement - can be launched in a single click, with no tickets, no engineering support, and no waiting. Custom plays can be designed, tested, and scaled without code or developer involvement, compressing what used to take weeks into minutes. Specialized AI agents handle enrichment, scoring, routing, and message creation automatically, so teams stay focused on results rather than operations. GTM Studio integrates with the tools revenue teams already rely on - Salesforce, HubSpot, Salesloft, Gong, Slack, and 50+ more - ensuring signals flow freely across the stack and execution happens without friction. Built-in analytics measure what's working in real time, while automated workflows and alerts keep teams responsive to every change in GTM data. The result is a GTM motion that runs on its own - where top-performing teams launch more than 50 plays per quarter, expansion campaigns that once took three weeks go live in 30 minutes, and every seller always knows exactly where to focus next. **Average Rating:** 4.5/5.0 **Total Reviews:** 3,395 **How Do G2 Users Rate GTM Studio - Powered by ZoomInfo?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) **Who Is the Company Behind GTM Studio - Powered by ZoomInfo?** - **Seller:** [ZoomInfo](https://www.g2.com/sellers/zoominfo-26a9872a-d61e-4832-ab53-5e972b230706) - **Company Website:** https://www.zoominfo.com/ - **Year Founded:** 2000 - **HQ Location:** Vancouver, WA - **Twitter:** @ZoomInfo (23,515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zoominfo/ (4,221 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 63% Mid-Market, 24% Enterprise #### What Are GTM Studio - Powered by ZoomInfo's Pros and Cons? **Pros:** - Features (27 reviews) - Lead Generation (27 reviews) - Ease of Use (25 reviews) - Data Accuracy (21 reviews) - Data Quality (19 reviews) **Cons:** - Expensive (17 reviews) - Data Inaccuracy (13 reviews) - Cost (11 reviews) - Learning Curve (10 reviews) - Complexity (9 reviews) ### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **reliable B2B contact data** and filtering options of GTM Studio, optimizing their prospecting efforts. - Users value the **high-quality leads generated** by GTM Studio, enhancing targeting and engagement strategies significantly. - Users find GTM Studio's **ease of use** invaluable, appreciating its simple setup and effective lead enrichment capabilities. - Users value the **data accuracy** of GTM Studio, enabling precise targeting and effective marketing campaigns. - Users appreciate the **reliable data quality** of GTM Studio, enabling efficient prospect targeting and effective outreach campaigns. **Cons:** - Users often find the product to be **expensive** , which detracts from their overall satisfaction with the tool. - Users often face **data inaccuracy** issues with GTM Studio, leading to wasted efforts and complicating outreach processes. - Users find the **pricing steep** for smaller teams, making it less feasible for those with limited budgets. - Users find the **learning curve steep** initially due to the platform's complexity and extensive features. - Users find the platform's **complexity overwhelming** initially, requiring training and clear processes to navigate effectively. #### What Are Recent G2 Reviews of GTM Studio - Powered by ZoomInfo? **"[Amazing Platform That Helps Marketers Bridge the Gap with your Audience](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9742370) --- **"[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)"** **Rating:** 5.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756) --- #### What Are G2 Users Discussing About GTM Studio - Powered by ZoomInfo? - [What impact has Chorus by ZoomInfo had on the enhancement of sales conversations and customer insights?](https://www.g2.com/discussions/what-impact-has-chorus-by-zoominfo-had-on-the-enhancement-of-sales-conversations-and-customer-insights) - [What is Chorus.ai used for?](https://www.g2.com/discussions/what-is-chorus-ai-used-for) - [What is ZoomInfo MarketingOS used for?](https://www.g2.com/discussions/what-is-zoominfo-marketingos-used-for) - [What are ZoomInfo scoops?](https://www.g2.com/discussions/what-are-zoominfo-scoops) - [What information does ZoomInfo provide?](https://www.g2.com/discussions/what-information-does-zoominfo-provide) ### 7. [MaxIQ](https://www.g2.com/products/maxiq/reviews) MaxIQ is an AI-native Revenue Intelligence platform designed to unify sales, customer success, and revenue operations for B2B SaaS companies. It helps revenue teams manage the entire revenue journey by bringing pipeline visibility, forecasting, and post-sales insights into one unified system. The platform uses artificial intelligence to improve forecast accuracy, automate workflows, and surface deeper insights into deal health and revenue performance. Key capabilities include real-time revenue dashboards, pipeline inspection, conversation intelligence, and unified account visibility across the revenue lifecycle. MaxIQ also captures signals from CRM activity, meetings, and revenue data to help teams prioritize the right deals and opportunities. By turning revenue visibility into execution, MaxIQ empowers sales leaders, RevOps teams, and customer success managers to make better decisions, reduce manual reporting, and identify risks earlier. Businesses use MaxIQ to improve pipeline efficiency, increase forecast accuracy, strengthen sales-to-customer-success handoffs, and drive retention and expansion. The platform integrates seamlessly with existing CRM systems to enrich data, streamline workflows, and provide a complete AI-powered view of revenue operations. **Average Rating:** 4.9/5.0 **Total Reviews:** 35 **How Do G2 Users Rate MaxIQ?** - **Ease of Use:** 9.7/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.1/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.7/10 (Category avg: 8.2/10) - **Account Engagement:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind MaxIQ?** - **Seller:** [MaxIQ](https://www.g2.com/sellers/maxiq-2683a918-1f43-47ed-bbdd-eea5042941ba) - **Year Founded:** 2022 - **HQ Location:** San Francisco, California, United States - **Twitter:** @getmaxiq (7 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getmaxiq/ (52 employees on LinkedIn®) - **Ownership:** Sonny Aulakh **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 71% Enterprise, 26% Mid-Market #### What Are MaxIQ's Pros and Cons? **Pros:** - Forecasting (10 reviews) - Ease of Use (8 reviews) - Helpful (8 reviews) - Accuracy (7 reviews) - Intuitive (5 reviews) **Cons:** - Learning Curve (4 reviews) - Integration Issues (3 reviews) - Limited Customization (3 reviews) - Inadequate Reporting (2 reviews) - Dashboard Issues (1 reviews) ### What Do G2 Reviewers Say About MaxIQ? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **AI-powered forecasting** of MaxIQ, leading to accurate predictions and smoother operations for growth. - Users laud the **ease of use** of MaxIQ, appreciating its intuitive design and streamlined workflows for sales teams. - Users love how MaxIQ offers **enhanced visibility and streamlined workflows** , making forecasting and growth effortless and reliable. - Users value the **accuracy** of MaxIQ's forecasting, which enhances their sales and customer success strategies significantly. - Users value the **intuitive navigation** of MaxIQ, enhancing efficiency in sales and customer success workflows. **Cons:** - Users note a significant **learning curve** with MaxIQ, especially for those transitioning from traditional systems. - Users experience **integration issues** with MaxIQ, noting gaps in third-party connections that hinder seamless functionality. - Users express a need for **limited customization** options, wishing for more flexibility in dashboard personalization. - Users find the **inadequate reporting** features of MaxIQ limiting, hindering their ability to fully utilize its insights. - Users feel that **dashboard customization lacks flexibility** , wishing for more control over widget adjustments for a smoother experience. #### What Are Recent G2 Reviews of MaxIQ? **"[Maximized Sales Efficiency with AI-Driven Innovation](https://www.g2.com/survey_responses/maxiq-review-12521362)"** **Rating:** 4.5/5.0 stars *— Pragati R.* [Read full review](https://www.g2.com/survey_responses/maxiq-review-12521362) --- **"[⭐️⭐️⭐️⭐️⭐️ Finally – A Tool Built for Reps and Execs](https://www.g2.com/survey_responses/maxiq-review-11354222)"** **Rating:** 5.0/5.0 stars *— Jonathan M.* [Read full review](https://www.g2.com/survey_responses/maxiq-review-11354222) --- ### 8. [Aviso](https://www.g2.com/products/aviso/reviews) Aviso is a leading AI revenue platform, highly regarded by enterprise giants such as Honeywell, Microsoft GitHub, HPE, and Citi for its exceptional ability to close deals, boost revenue growth, and mitigate risks. By merging human expertise with cutting-edge AI, Aviso consistently delivers remarkable results, including a 40% increase in deal win rates, a 15-36% rise in revenue, and 30% savings in CRM expenses. The core strengths of the Aviso AI Platform include: 1) AI-Guided Deal Forecasting 2) Pipeline & Deal Management 3) Relationship & Activity Intelligence 4) Conversational Intelligence 5) Coaching & Enablement 6) NLP Analytics & Reporting 7) Go-To-Market (GTM) Collaboration 8) Sales Engagement 9) Lead Intelligence 10) Customer Success Intelligence Central to Aviso's Generative AI approach is MIKI, the world's first Generative AI Chief of Staff for Revenue Intelligence, designed to boost GTM teams' productivity and save reps up to 15-20 hours/week. MIKI combines Aviso's core AI models with Generative AI to help various GTM personas with Account Research, Sales Planning & Management, Buyer Meeting Preparation, Prospecting, CRM updates Automation, Email follow-ups, and more. Aviso's platform integrates data from its comprehensive databases, CRM systems, and external sources, processed through an advanced AI/ML layer. This sophisticated system, accessible through web and mobile applications, optimizes customer interactions and sales decisions by harnessing MIKI's insights yet preserves the essential human element in these interactions. Aviso's contribution to advancing Generative AI in Revenue Operations has garnered recognition on prominent financial platforms like the NYSE and Nasdaq. Aviso has been making waves across the research landscape with notable mentions in Forrester Research, Constellation Research, and Harvard Business Review. In the G2 Fall 2023 APAC report, Aviso was distinguished in Customer Revenue Optimization and rated as a High Performer in AI Sales Assistants for enterprise and mid-market sectors, in addition to Sales Analytics. Find your Revenue True North with Aviso AI at www.aviso.com. **Average Rating:** 4.3/5.0 **Total Reviews:** 967 **How Do G2 Users Rate Aviso?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.3/10 (Category avg: 8.2/10) - **Account Engagement:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Aviso?** - **Seller:** [Aviso, Inc.](https://www.g2.com/sellers/aviso-inc) - **Company Website:** https://www.aviso.com - **Year Founded:** 2014 - **HQ Location:** Redwood City, CA - **Twitter:** @AvisoInc (895 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3713385/ (364 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 43% Mid-Market, 42% Enterprise #### What Are Aviso's Pros and Cons? **Pros:** - Ease of Use (88 reviews) - Forecasting (68 reviews) - Features (54 reviews) - User Interface (46 reviews) - Efficiency (43 reviews) **Cons:** - Learning Curve (37 reviews) - Slow Loading (24 reviews) - Inaccurate Data (23 reviews) - Missing Features (23 reviews) - Slow Performance (23 reviews) ### What Do G2 Reviewers Say About Aviso? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Aviso, highlighting its helpful filtering options and clear dashboards. - Users appreciate the **AI prediction feature** in Aviso, greatly enhancing their forecasting clarity and focus. - Users value the **robust and diverse features** of Aviso, enhancing their sales forecasting and routines effectively. - Users appreciate the **clean and organized interface** of Aviso, which enhances their forecasting and efficiency. - Users value Aviso for its **efficiency in forecasting** , streamlining updates and enhancing clarity in decision-making. **Cons:** - Users face a **steep learning curve** with Aviso, finding the setup and interface complicated and time-consuming. - Users experience **slow loading times** with Aviso, facing delays of over 10 seconds for each page. - Users often face **inaccurate data** from Aviso, leading to issues with Salesforce integration and unreliable forecasts. - Users find **missing features** in Aviso frustrating, as they hinder effectiveness and complicate the forecasting process. - Users experience **slow performance** with Aviso, facing delays and freezing issues that hinder productivity. #### What Are Recent G2 Reviews of Aviso? **"[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)"** **Rating:** 4.0/5.0 stars *— Tushar P.* [Read full review](https://www.g2.com/survey_responses/aviso-review-12792275) --- **"[Very Easy to Navigate and Manage the Sales Forecast](https://www.g2.com/survey_responses/aviso-review-12593105)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/aviso-review-12593105) --- #### What Are G2 Users Discussing About Aviso? - [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for) ### 9. [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) Data Hub connects, cleanses, and automates customer data across the HubSpot CRM, providing operations teams with tools to maintain data quality, ensure system integration, and streamline business processes. Core Value Proposition: Data Hub addresses critical operational challenges: disconnected data across applications, manual data entry consuming team time, data quality issues undermining business decisions, and complex automation requirements existing tools cannot handle. The platform offers native integrations with other applications to create a more efficient, aligned, and agile business. Key Capabilities: Data Integration: Data Hub connects contacts, leads, and company data between HubSpot and external applications bidirectionally and in real-time. This creates a unified customer data foundation rather than requiring manual data transfer. Data Quality Management: The platform includes tools that maintain a clean database, allowing operations teams to save hours of manual data validation and correction work. Process Automation: Data Hub enables complex business process automation across systems, connecting trigger events in one application to automated actions in another. This streamlines internal workflows and reduces manual coordination. Unified Customer View: By connecting all customer data sources to the HubSpot CRM platform, Data Hub creates a single source of truth that sales, marketing, and service teams can reference for customer interactions. Data Hub vs. Alternatives: Unlike standalone integration platforms (iPaaS) requiring technical expertise to configure and maintain, Data Hub provides native HubSpot integration with a visual interface designed for operations professionals rather than developers. This reduces implementation time and ongoing maintenance requirements. Data Hub eliminates manual data entry and data validation by automating these workflows. The platform guarantees up-to-date data and maintains a clean database without constant manual intervention. Who Should Use Data Hub: Data Hub serves operations teams managing data across multiple systems, organizations experiencing data quality issues affecting business decisions, and companies needing to automate complex cross-system workflows without extensive technical resources. The platform enables business agility as organizations grow. Outcome: Data Hub supercharges your HubSpot CRM with a complete toolkit to connect, clean, and automate customer data, uniting all customer data into one connected platform that results in a friction-free customer experience. **Average Rating:** 4.5/5.0 **Total Reviews:** 560 **How Do G2 Users Rate HubSpot Data Hub?** - **Ease of Use:** 8.7/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.5/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.1/10 (Category avg: 8.2/10) - **Account Engagement:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind HubSpot Data Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 67% Small-Business, 30% Mid-Market #### What Are HubSpot Data Hub's Pros and Cons? **Pros:** - Ease of Use (113 reviews) - Data Management (88 reviews) - Automation (86 reviews) - Integrations (59 reviews) - Efficiency (48 reviews) **Cons:** - Limitations (53 reviews) - Missing Features (36 reviews) - Learning Curve (34 reviews) - Expensive (31 reviews) - Complexity (24 reviews) ### What Do G2 Reviewers Say About HubSpot Data Hub? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of HubSpot Data Hub, benefiting from effortless syncing and intuitive filtering options. - Users value the **two-way data sync** of HubSpot Data Hub, promoting efficient collaboration and accurate information across teams. - Users love the **automation capabilities** of HubSpot Data Hub, significantly simplifying workflows and enhancing operational efficiency. - Users appreciate the **centralized data integration** of HubSpot Data Hub, enhancing visibility and simplifying data management. - Users value the **time-saving automation** of HubSpot Data Hub, which enhances efficiency and improves marketing effectiveness. **Cons:** - Users find the **slow performance and complicated sharing settings** of HubSpot Data Hub hinder their overall experience. - Users express frustration over **missing features** and limited support, feeling that essential tools should be more accessible. - Users find the **learning curve quite complex** , often needing expert assistance to effectively utilize HubSpot Data Hub. - Users find the **pricing expensive** , making it challenging to justify the investment and explain to clients. - Users find the **complexity** of HubSpot Data Hub challenging, often needing expert help for advanced features and workflows. #### What Are Recent G2 Reviews of HubSpot Data Hub? **"[HubSpot Data Hub simplifies and centralizes data with ease](https://www.g2.com/survey_responses/hubspot-data-hub-review-12746925)"** **Rating:** 5.0/5.0 stars *— Gabriel G.* [Read full review](https://www.g2.com/survey_responses/hubspot-data-hub-review-12746925) --- **"[HubSpot Data Hub Keeps Customer Data Clean and Centralized](https://www.g2.com/survey_responses/hubspot-data-hub-review-12562615)"** **Rating:** 4.0/5.0 stars *— Sagar K.* [Read full review](https://www.g2.com/survey_responses/hubspot-data-hub-review-12562615) --- #### What Are G2 Users Discussing About HubSpot Data Hub? - [What is HubSpot Operations Hub used for?](https://www.g2.com/discussions/what-is-hubspot-operations-hub-used-for) - 1 comment ### 10. [Apollo.io](https://www.g2.com/products/apollo-io/reviews) Apollo.io is an AI-powered go-to-market (GTM) platform that helps revenue teams find, engage, and manage B2B buyers across the entire sales cycle. Apollo.io is the company behind the industry’s first fully agentic GTM platform, transforming how revenue teams execute. Going beyond automation, Apollo’s intelligent agents actively drive results across the entire sales funnel – from prospecting to deal management – all in one place. Trusted by millions of users and hundreds of thousands of companies – including Anthropic, Autodesk, and Docusign – Apollo is making world-class go-to-market simple, intelligent, and accessible for all. Apollo serves sales development representatives, account executives, sales leaders, revenue operations, and marketing teams at B2B organizations of various sizes. Teams use Apollo to build and maintain target account lists, orchestrate outbound and inbound motions, manage opportunities, and understand which activities lead to qualified pipeline and closed revenue. Key capabilities include: Data and targeting: Access to a large B2B database with company and contact details, including firmographic, technographic, and buyer signal data, so users can define ideal customer profiles and create precise segments for outreach. Prospecting and enrichment: Tools to search, filter, and save prospect lists, plus enrichment workflows that keep contact and account records up to date in Apollo and connected systems such as CRM. Sales engagement: Multi-step, multi-channel sequences for email, calls, and tasks that standardize how reps follow up with prospects, with controls for timing, throttling, and deliverability. Agentic and AI-assisted workflows: Intelligent agents and AI features that help with account research, lead scoring, message generation, and next-step recommendations so reps can prioritize and personalize at scale. Deal and activity management: Basic CRM-style functionality for tracking opportunities, stages, activities, and notes, giving teams a single view of pipeline health and sales performance. By combining data, engagement, and deal execution in one platform, Apollo is designed to reduce the number of disconnected tools in a typical GTM stack and provide a consistent workflow for building pipeline and managing deals. This helps organizations improve data quality, increase seller productivity, and run more structured, measurable go-to-market programs. **Average Rating:** 4.7/5.0 **Total Reviews:** 9,341 **How Do G2 Users Rate Apollo.io?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.7/10 (Category avg: 8.2/10) - **Account Engagement:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Apollo.io?** - **Seller:** [Apollo.io](https://www.g2.com/sellers/apollo-io) - **Company Website:** https://www.apollo.io/ - **Year Founded:** 2015 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Business Development Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 67% Small-Business, 29% Mid-Market #### What Are Apollo.io's Pros and Cons? **Pros:** - Ease of Use (1680 reviews) - Helpful (1390 reviews) - Lead Generation (1349 reviews) - Features (1321 reviews) - Time-saving (1152 reviews) **Cons:** - Missing Features (559 reviews) - Inaccurate Data (503 reviews) - Learning Curve (458 reviews) - Limited Features (431 reviews) - Data Inaccuracy (420 reviews) ### What Do G2 Reviewers Say About Apollo.io? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Apollo.io, highlighting its user-friendly design and efficient lead generation process. - Users appreciate the **integrated prospecting and outreach** capabilities of Apollo.io, enhancing efficiency in lead generation. - Users value Apollo.io for its **streamlined lead generation** , simplifying outreach and enhancing sales prospecting efficiency. - Users find Apollo.io to have **comprehensive databases and seamless automation** that enhance prospecting efficiency significantly. - Users appreciate the **time-saving benefits** of Apollo.io, allowing them to streamline outreach and enhance productivity. **Cons:** - Users express a desire for **missing features** like more CRM integrations and improved automation options in Apollo.io. - Users report **inaccurate data** in Apollo.io, highlighting issues with outdated and incomplete lead information. - Users experience a **steep learning curve** with Apollo.io's complex interface and unreliable performance, making it challenging to use. - Users find the **limited features** of Apollo.io restrictive, impacting usability and integration options. - Users experience **data inaccuracy** with outdated contact information, which hinders effective outreach and communication efforts. #### What Are Recent G2 Reviews of Apollo.io? **"[Best value B2B prospecting tool on the market today](https://www.g2.com/survey_responses/apollo-io-review-12700971)"** **Rating:** 5.0/5.0 stars *— Praveen K.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-12700971) --- **"[One Platform for Prospecting, Outreach, and Pipeline Growth](https://www.g2.com/survey_responses/apollo-io-review-12951676)"** **Rating:** 4.5/5.0 stars *— Satya R.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-12951676) --- #### What Are G2 Users Discussing About Apollo.io? - [What unique capabilities does Apollo.io offer for streamlining sales and marketing workflows?](https://www.g2.com/discussions/what-unique-capabilities-does-apollo-io-offer-for-streamlining-sales-and-marketing-workflows) - 4 comments, 2 upvotes - [What is Apollo.io used for?](https://www.g2.com/discussions/apollo-io-what-is-apollo-io-used-for) - 6 comments, 3 upvotes - [How do I remove my information from Apollo io?](https://www.g2.com/discussions/how-do-i-remove-my-information-from-apollo-io) - 4 comments, 1 upvote - [Is Apollo IO free?](https://www.g2.com/discussions/is-apollo-io-free) - 10 comments, 5 upvotes - [What is Apollo io?](https://www.g2.com/discussions/what-is-apollo-io) - 3 comments, 1 upvote ### 11. [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) Backstory (formerly People.ai) is the Revenue Answers Platform for GTM leaders. Revenue leaders ask the same questions every day: Is this deal real? Where's my risk? What do I focus on next? Backstory gives you straight answers - grounded in 100% of actual revenue activity, not CRM guesses. With more than a decade of training AI models on billions of sales interactions, Backstory connects every signal to the right accounts and opportunities and delivers answers where you already work - whether that's your CRM, Claude, Copilot, or other AI tools you already use. With Backstory, you can: - Know which deals are real and which are at risk, without waiting for rep updates - Get forecast answers you can defend, backed by actual activity data - Ask revenue questions directly in the AI tools your team already uses - See exactly what's happening across your pipeline and what to do next Sales leaders from Red Hat, Palo Alto Networks, Iron Mountain, TransUnion, Five9, and Randstad rely on Backstory to drive trillions in pipeline and revenue. Recognized by Gartner and Forrester, the Inc. 5000, Y Combinator Top Companies, and Forbes AI 50. Based in San Francisco and backed by ICONIQ Capital, Andreessen Horowitz, and Lightspeed Venture Partners. **Average Rating:** 4.5/5.0 **Total Reviews:** 607 **How Do G2 Users Rate Backstory?** - **Ease of Use:** 8.9/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.7/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.5/10 (Category avg: 8.2/10) - **Account Engagement:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Backstory?** - **Seller:** [Backstory](https://www.g2.com/sellers/backstory-028935a9-8328-404d-9b5c-6a5ddb3bfe2d) - **Company Website:** https://www.backstory.ai/ - **Year Founded:** 2016 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/backstory-ai/ (85 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 39% Mid-Market #### What Are Backstory's Pros and Cons? **Pros:** - Helpful (3 reviews) - CRM Integration (2 reviews) - Customer Support (2 reviews) - Customization (2 reviews) - Ease of Use (2 reviews) ### What Do G2 Reviewers Say About Backstory? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **valuable insights** from People.ai, enhancing sales management and decision-making across organizations. - Users value the **seamless CRM integration** of People.ai, enhancing sales management and data-driven decision-making effectively. - Users highly value the **responsive customer support** from People.ai, enhancing integration and collaboration throughout their organizations. - Users admire the **customization options** of People.ai, enabling seamless integration and tailored solutions for their specific needs. - Users praise the **ease of use** of Backstory, highlighting its intuitive design and seamless system integration. #### What Are Recent G2 Reviews of Backstory? **"[People.ai Transformed Our Sales Motion with Actionable Insights.](https://www.g2.com/survey_responses/backstory-review-12242339)"** **Rating:** 5.0/5.0 stars *— Jonathan B.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242339) --- **"[Stellar Partnership and Streamlined Sales Processes](https://www.g2.com/survey_responses/backstory-review-12242865)"** **Rating:** 5.0/5.0 stars *— Jamie C.* [Read full review](https://www.g2.com/survey_responses/backstory-review-12242865) --- #### What Are G2 Users Discussing About Backstory? - [What is People.ai used for?](https://www.g2.com/discussions/what-is-people-ai-used-for) - [What is PeopleGlass used for?](https://www.g2.com/discussions/what-is-peopleglass-used-for) ### 12. [Dreamdata](https://www.g2.com/products/dreamdata/reviews) Dreamdata is a B2B Attribution Platform that gives marketing teams the most complete view of their customer journey anywhere - so they always know what's working and where to invest next. Built for B2B marketers who need to show impact, Dreamdata lets you answer any question on marketing's revenue contribution instantly. Every number trace back to the source including those generated by AI. No waiting for Ops. No black-box reporting. Just numbers that you can stake your reputation on. Scalable Reporting: Measure the ROI of every GTM activity across your full customer journey - from first anonymous touch to closed deal. Campaign Optimization: See exactly which channels, campaigns, and content drive pipeline, so you know where to invest more and where to cut. Audience Targeting: Build dynamic audiences from your pipeline data and sync them directly to your ad platforms to target in-market accounts. Conversions Sync: Feed enriched pipeline data back to your ad platforms automatically, so your campaigns optimize for revenue not just clicks. Try Dreamdata with your own data before you commit. **Average Rating:** 4.7/5.0 **Total Reviews:** 261 **How Do G2 Users Rate Dreamdata?** - **Ease of Use:** 8.4/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.8/10 (Category avg: 8.2/10) - **Account Engagement:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Dreamdata?** - **Seller:** [dreamdata.io](https://www.g2.com/sellers/dreamdata-io) - **Company Website:** https://dreamdata.io/ - **Year Founded:** 2018 - **HQ Location:** Copenhagen, Capital Region - **Twitter:** @DreamdataIO (291 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dreamdata-io (103 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Head of Marketing, Marketing Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Mid-Market, 33% Small-Business #### What Are Dreamdata's Pros and Cons? **Pros:** - Insights (47 reviews) - Analytics (39 reviews) - Attribution Accuracy (38 reviews) - Helpful (36 reviews) - Integrations (31 reviews) **Cons:** - Learning Curve (20 reviews) - Missing Features (13 reviews) - Inadequate Reporting (10 reviews) - Not Intuitive (10 reviews) - Complex Setup (9 reviews) ### What Do G2 Reviewers Say About Dreamdata? *AI-generated summary from verified user reviews* **Pros:** - Users value the **in-depth customer journey insights** from Dreamdata, enhancing their marketing strategies effectively. - Users value the **in-depth customer journey insights** from Dreamdata, enhancing understanding of performance and improvement areas. - Users value the **attribution accuracy** of Dreamdata, enhancing understanding of customer journeys and marketing effectiveness. - Users appreciate the **valuable insights** from Dreamdata that enhance understanding of customer journeys and performance. - Users value the **seamless data integrations** of Dreamdata, enhancing their marketing strategies effortlessly through consistent updates. **Cons:** - Users experience a **steep learning curve** with Dreamdata, finding setup and navigation initially challenging. - Users find the **missing features** frustrating, particularly the lack of advanced comparison and reporting options in Dreamdata. - Users struggle with **inadequate reporting** , noting the lack of custom reports and mismatched performance metrics. - Users find **Dreamdata's interface not intuitive** , requiring technical skills and a steep learning curve for effective use. - Users find the **complex setup** process of Dreamdata time-consuming and slightly challenging during onboarding. #### What Are Recent G2 Reviews of Dreamdata? **"[Dreamdata helps you make better data-driven decisions](https://www.g2.com/survey_responses/dreamdata-review-8890082)"** **Rating:** 4.5/5.0 stars *— Kürşat K.* [Read full review](https://www.g2.com/survey_responses/dreamdata-review-8890082) --- **"[Dreamdata Delivers Clear Multi-Touch Attribution and Customer Journey Insights](https://www.g2.com/survey_responses/dreamdata-review-12631818)"** **Rating:** 5.0/5.0 stars *— Daniel M.* [Read full review](https://www.g2.com/survey_responses/dreamdata-review-12631818) --- #### What Are G2 Users Discussing About Dreamdata? - [What is Dreamdata used for?](https://www.g2.com/discussions/what-is-dreamdata-used-for) ### 13. [InfiniGrow](https://www.g2.com/products/infinigrow/reviews) InfiniGrow is an AI-driven revenue marketing platform that provides a unified attribution, forecasting, and planning solution to help B2B marketers become revenue leaders. InfiniGrow's platform helps B2B SaaS marketing teams uncover the business impact of any marketing activity, forecast the results of any budget scenario, and continuously hit their KPIs by optimizing their budget allocation towards the best-performing channels. In today's agile marketing landscape, B2B marketers are faced with increasing challenges as they attempt to make their marketing more predictable, measurable, and revenue-driven. InfiniGrow automatically consolidates and analyzes your live Marketing, Sales, and financial data to uncover the exact business impact of your activities, and provides clear visibility and AI-driven recommendations to better allocate your budget so you can continuously hit your KPIs. **Average Rating:** 4.7/5.0 **Total Reviews:** 54 **How Do G2 Users Rate InfiniGrow?** - **Ease of Use:** 8.3/10 (Category avg: 8.9/10) - **Data Segmentation:** 10.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 10.0/10 (Category avg: 8.2/10) - **Account Engagement:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind InfiniGrow?** - **Seller:** [InfiniGrow](https://www.g2.com/sellers/infinigrow) - **Year Founded:** 2017 - **HQ Location:** Tel Aviv, Israel - **Twitter:** @InfiniGrow (150 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10047845/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 93% Mid-Market, 7% Small-Business #### What Are InfiniGrow's Pros and Cons? **Pros:** - Analytics (18 reviews) - Attribution Accuracy (14 reviews) - Helpful (12 reviews) - Reporting (12 reviews) - Ease of Use (11 reviews) **Cons:** - Learning Curve (9 reviews) - Learning Difficulty (4 reviews) - Filtering Issues (3 reviews) - Filtering Problems (3 reviews) - Not Intuitive (3 reviews) ### What Do G2 Reviewers Say About InfiniGrow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **clean, structured data** and intuitive design of InfiniGrow, enhancing understanding of marketing's impact on revenue. - Users appreciate the **attribution accuracy** of InfiniGrow, enabling them to clearly measure event impacts on revenue and pipeline. - Users value the **clean and intuitive data presentation** of InfiniGrow, enhancing decision-making and team alignment. - Users appreciate the **insightful reporting** capabilities of InfiniGrow, enabling thorough analysis and understanding of campaign impacts. - Users value the **ease of use** of InfiniGrow, finding its intuitive design and features greatly enhance productivity. **Cons:** - Users find the **learning curve challenging** , especially when adapting to InfiniGrow's evolving features and UI inconsistencies. - Users find a **learning difficulty** with InfiniGrow, requiring time and support to effectively utilize its features. - Users face challenges with **filtering issues** , like difficulty scrolling and uncertainty over applied filters, impacting usability. - Users experience **filtering problems** that complicate navigation and require caution while selecting options in InfiniGrow. - Users find the **user interface not intuitive** , often needing help with functionalities and report creation. #### What Are Recent G2 Reviews of InfiniGrow? **"[InfiniGrow Brings Clarity and Confidence to Event ROI](https://www.g2.com/survey_responses/infinigrow-review-11603572)"** **Rating:** 4.5/5.0 stars *— Alison B.* [Read full review](https://www.g2.com/survey_responses/infinigrow-review-11603572) --- **"[Powerful Attribution Tool](https://www.g2.com/survey_responses/infinigrow-review-11393593)"** **Rating:** 5.0/5.0 stars *— Marc B.* [Read full review](https://www.g2.com/survey_responses/infinigrow-review-11393593) --- #### What Are G2 Users Discussing About InfiniGrow? - [What is InfiniGrow used for?](https://www.g2.com/discussions/what-is-infinigrow-used-for) ### 14. [Coefficient](https://www.g2.com/products/coefficient/reviews) Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets. **Average Rating:** 4.7/5.0 **Total Reviews:** 189 **How Do G2 Users Rate Coefficient?** - **Ease of Use:** 9.2/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.2/10 (Category avg: 8.2/10) - **Account Engagement:** 6.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Coefficient?** - **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient) - **Company Website:** https://coefficient.io/ - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient_io (346 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/coefficientworks/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 35% Small-Business #### What Are Coefficient's Pros and Cons? **Pros:** - Ease of Use (72 reviews) - Automation (42 reviews) - Integrations (42 reviews) - Time-saving (36 reviews) - Easy Integrations (31 reviews) **Cons:** - Limited Features (18 reviews) - Feature Limitations (17 reviews) - Limitations (13 reviews) - Missing Features (12 reviews) - Integration Issues (11 reviews) ### What Do G2 Reviewers Say About Coefficient? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Coefficient, highlighting its seamless integration and effortless data handling. - Users appreciate the **seamless automation** in Coefficient, highlighting its simplicity and efficiency across multiple platforms. - Users appreciate the **seamless integrations** of Coefficient, highlighting its simplicity and efficiency in implementation. - Users enjoy the **time-saving features** of Coefficient, allowing quick data imports and effortless refreshing with a click. - Users value the **easy integrations** with databases and Salesforce, significantly enhancing their data management efficiency. **Cons:** - Users find the **limited features** of Coefficient inadequate, especially regarding filtering and basic functionalities. - Users note the **feature limitations** of Coefficient, particularly with bulk updates and filter options. - Users note a **limitation on data processing** with Coefficient, affecting usability and notification of missing data. - Users find the **missing features** , such as bulk updates and connectors, limit Coefficient's functionality and integration. - Users face **integration issues** with Coefficient, noting limited customizability and slow data connection to Sheets. #### What Are Recent G2 Reviews of Coefficient? **"[Effortless Scheduled Refreshes. Eliminates Manual Exports and Makes Revenue Data Actionable](https://www.g2.com/survey_responses/coefficient-review-12318636)"** **Rating:** 5.0/5.0 stars *— Jacob R.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12318636) --- **"[Effortless Salesforce to Sheets Integration](https://www.g2.com/survey_responses/coefficient-review-12701723)"** **Rating:** 5.0/5.0 stars *— Ellen Dericks C.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) --- ### 15. [AccountAim](https://www.g2.com/products/accountaim/reviews) AccountAim's RevOps Data platform improves growth, predictability, and quality of revenue by ensuring your sales teams work their best accounts, always. Through account scoring & prioritization, territory management, and revenue compliance, AccountAim gives sales teams the tools they need to drive profitable growth. Visit accountaim.com to learn more. **Average Rating:** 4.8/5.0 **Total Reviews:** 20 **How Do G2 Users Rate AccountAim?** - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.0/10 (Category avg: 8.2/10) - **Account Engagement:** 9.6/10 (Category avg: 8.6/10) **Who Is the Company Behind AccountAim?** - **Seller:** [AccountAim](https://www.g2.com/sellers/accountaim) - **Year Founded:** 2023 - **HQ Location:** San Francisco, CA - **Twitter:** @GetAccountAim (2 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/accountaim/ (26 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 55% Mid-Market, 45% Small-Business #### What Are AccountAim's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Time-saving (6 reviews) - Efficiency (5 reviews) - Lead Generation (5 reviews) - Salesforce Integration (4 reviews) **Cons:** - Missing Features (3 reviews) - CRM Integration (1 reviews) - Dashboard Issues (1 reviews) - Data Inaccuracy (1 reviews) - Filtering Issues (1 reviews) ### What Do G2 Reviewers Say About AccountAim? *AI-generated summary from verified user reviews* **Pros:** - Users find AccountAim to be **incredibly easy to use** , significantly enhancing productivity during their onboarding process. - Users love how AccountAim provides **time-saving solutions** , streamlining tasks and boosting productivity effortlessly. - Users value the **efficiency** of AccountAim, enabling quick ramp-up and time-saving account management for enhanced productivity. - Users value the **efficient lead generation** of AccountAim, receiving top prospects directly and enhancing productivity significantly. - Users value the **efficient Salesforce integration** of AccountAim, significantly boosting productivity and simplifying account management. **Cons:** - Users desire **missing features** like more LinkedIn integration and enhanced visualization options for improved usability. - Users find the lack of **LinkedIn integration** a limitation for enhancing data completeness in AccountAim. - Users desire more **visualization options** in AccountAim, indicating that current choices limit dashboard interpretability. - Users face **data inaccuracy** issues with AccountAim, reminding them to maintain cleaner records in their CRM. - Users wish for enhanced **filtering capabilities** in AccountAim to better integrate LinkedIn filters into their workflow. #### What Are Recent G2 Reviews of AccountAim? **"[Helped me ramp really quickly](https://www.g2.com/survey_responses/accountaim-review-10398090)"** **Rating:** 5.0/5.0 stars *— Clare M.* [Read full review](https://www.g2.com/survey_responses/accountaim-review-10398090) --- **"[Clean GTM data with snapshots](https://www.g2.com/survey_responses/accountaim-review-10379752)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/accountaim-review-10379752) --- ### 16. [RevSure](https://www.g2.com/products/revsure-ai-revsure/reviews) The Revenue System of Action RevSure is the only enterprise-grade System of Action built for complex B2B GTM motions. It unifies fragmented marketing, sales, and GTM Ops data into coordinated, AI-driven actions that turn prospects into predictable revenue. Powered by Full-Funnel Agentic AI, RevSure connects data, workflows, and intelligence across the entire funnel, eliminating silos, streamlining execution, and deploying AI agents to maximize marketing impact, accelerate pipeline, and improve forecast confidence. More than insights, RevSure delivers automated next-best actions, so GTM teams execute where it matters most. Customers achieve up to 50% higher pipeline ROI and a 20% lift in conversion rate. **Average Rating:** 4.7/5.0 **Total Reviews:** 42 **How Do G2 Users Rate RevSure?** - **Ease of Use:** 8.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.4/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.2/10 (Category avg: 8.2/10) - **Account Engagement:** 9.3/10 (Category avg: 8.6/10) **Who Is the Company Behind RevSure?** - **Seller:** [RevSure.ai](https://www.g2.com/sellers/revsure-ai) - **Company Website:** https://www.revsure.ai/ - **Year Founded:** 2021 - **HQ Location:** Wilmington, US - **Twitter:** @RevSure (83 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/revsureai/?originalSubdomain=in (83 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 74% Mid-Market, 17% Enterprise #### What Are RevSure's Pros and Cons? **Pros:** - Customer Support (12 reviews) - Analytics (11 reviews) - Helpful (10 reviews) - Insights (10 reviews) - Ease of Use (8 reviews) **Cons:** - Learning Curve (8 reviews) - Complexity (4 reviews) - Filtering Issues (3 reviews) - Inadequate Reporting (2 reviews) - Not Intuitive (2 reviews) ### What Do G2 Reviewers Say About RevSure? *AI-generated summary from verified user reviews* **Pros:** - Users highly value the **excellent customer support** from RevSure, particularly praising Francisco's expertise and responsiveness. - Users appreciate the **powerful analytics** of RevSure, providing crucial insights that enhance marketing strategies and performance visibility. - Users greatly appreciate the **excellent customer support** from RevSure, enhancing their overall experience with professional assistance. - Users value the **critical insights** RevSure provides into marketing performance and attribution, enhancing transparency and team collaboration. - Users commend RevSure for its **ease of use** , simplifying complex attribution and reporting processes across multiple channels. **Cons:** - Users experience a **challenging learning curve** with RevSure, requiring expert training to navigate its data complexity. - Users find RevSure's **complexity overwhelming** , requiring extensive training and support to navigate effectively. - Users experience **filtering issues** , making it challenging to accurately report metrics despite support from the RevSure team. - Users find **inadequate reporting** frustrating, often feeling overwhelmed by the data and seeking better guidance. - Users find RevSure **not intuitive** , as the complex interface requires extensive training to navigate effectively. #### What Are Recent G2 Reviews of RevSure? **"[Outstanding support and a true partner](https://www.g2.com/survey_responses/revsure-review-11944699)"** **Rating:** 5.0/5.0 stars *— Jason B.* [Read full review](https://www.g2.com/survey_responses/revsure-review-11944699) --- **"[Revenue Attribution That Changed How We Make Decisions](https://www.g2.com/survey_responses/revsure-review-12580147)"** **Rating:** 5.0/5.0 stars *— Jacob D.* [Read full review](https://www.g2.com/survey_responses/revsure-review-12580147) --- ### 17. [Creatio](https://www.g2.com/products/creatio/reviews) Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 314 **How Do G2 Users Rate Creatio?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 10.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 10.0/10 (Category avg: 8.2/10) - **Account Engagement:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Creatio?** - **Seller:** [Creatio](https://www.g2.com/sellers/creatio) - **Company Website:** https://www.creatio.com - **Year Founded:** 2014 - **HQ Location:** Boston, Massachusetts - **Twitter:** @Creatio_Global (3,977 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/creatioglobal/ (1,150 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Small-Business, 42% Mid-Market #### What Are Creatio's Pros and Cons? **Pros:** - Ease of Use (32 reviews) - Efficiency (21 reviews) - Customizability (19 reviews) - Customization (19 reviews) - Customization Options (17 reviews) **Cons:** - Learning Curve (10 reviews) - Missing Features (10 reviews) - Limited Features (8 reviews) - Limited Customization (6 reviews) - Limited Options (5 reviews) ### What Do G2 Reviewers Say About Creatio? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Creatio, benefiting from its intuitive UI and supportive team. - Users find Creatio to greatly enhance **efficiency** , providing agile solutions and excellent support tailored to needs. - Users value the **extensive customizability** of Creatio, enabling tailored solutions without technical expertise. - Users value the **unlimited customization options** in Creatio, enhancing adaptability for various specific needs and workflows. - Users appreciate the **flexible customization options** of Creatio, allowing tailored solutions even without technical expertise. **Cons:** - Users note a **learning curve** with Creatio, requiring initial training but manageable with available resources. - Users find the **limited features** for contact uploads and app selection hamper efficient data management in Creatio. - Users find the **limited app selection** in Creatio Marketplace restricts options, impacting overall usability and customization. - Users find **limited customization** frustrating, as outdated documentation and button placement hinder their development experience. - Users identify a **limited selection of options** in Creatio Marketplace, affecting their overall productivity and flexibility. #### What Are Recent G2 Reviews of Creatio? **"[Empowers Customer Focus with Flexible, Bank-Ready Workflows](https://www.g2.com/survey_responses/creatio-review-12953782)"** **Rating:** 4.5/5.0 stars *— Tanner W.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953782) --- **"[Quick Setup, No-Code Magic, But ALM Needs Improvement](https://www.g2.com/survey_responses/creatio-review-12953072)"** **Rating:** 5.0/5.0 stars *— Jarema P.* [Read full review](https://www.g2.com/survey_responses/creatio-review-12953072) --- #### What Are G2 Users Discussing About Creatio? - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment ### 18. [Avoma](https://www.g2.com/products/avoma/reviews) Avoma is the only AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. By combining AI Meeting Assistance with Conversational Intelligence and Revenue Intelligence, Avoma empowers teams to streamline workflows, enhance customer interactions, and accelerate growth. With Avoma, you can automatically schedule and record meetings, receive full transcripts and AI-generated notes, and sync actionable insights directly to your CRM. Its AI-powered technology helps capture crucial customer information before, during, and after meetings—providing real-time insights and auto-scoring sales and customer calls with AI-powered scorecards. Avoma’s advanced Revenue Intelligence capabilities streamline forecasting and pipeline reviews with deal engagement activity, deal health and risk scores, and automated win/loss analysis. Built to empower both customer-facing reps and leaders, Avoma provides actionable insights at every stage of the customer journey. For more information, visit avoma.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,349 **How Do G2 Users Rate Avoma?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 7.1/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.4/10 (Category avg: 8.2/10) - **Account Engagement:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Avoma?** - **Seller:** [Avoma](https://www.g2.com/sellers/avoma) - **Year Founded:** 2017 - **HQ Location:** Palo Alto, California - **Twitter:** @AvomaInc (391 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18128169/ (64 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Account Executive - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 53% Small-Business, 46% Mid-Market #### What Are Avoma's Pros and Cons? **Pros:** - Helpful (18 reviews) - Transcripts (18 reviews) - Accuracy (15 reviews) - Ease of Use (15 reviews) - Recording Features (14 reviews) **Cons:** - Recording Issues (11 reviews) - AI Inaccuracy (10 reviews) - Accuracy Issues (9 reviews) - Transcript Accuracy (9 reviews) - Inaccurate Transcripts (8 reviews) ### What Do G2 Reviewers Say About Avoma? *AI-generated summary from verified user reviews* **Pros:** - Users find Avoma's **seamless functionality and reliable transcriptions** incredibly valuable for enhancing productivity and efficiency in meetings. - Users value the **seamless and reliable transcription** of Avoma, enhancing call reviews and improving workflow efficiency. - Users appreciate the **high accuracy** of Avoma's transcriptions, enhancing their call review and note-taking efficiency. - Users find Avoma provides **excellent ease of use** with seamless recording, transcription, and streamlined meeting insights. - Users value the **reliable recording and transcription features** of Avoma, enhancing workflow and improving meeting efficiency. **Cons:** - Users face **recording issues** with Avoma, including dropped notetakers and unreliable transcription accuracy during calls. - Users often face **AI inaccuracy** with Avoma, as transcription errors can lead to missed insights during meetings. - Users experience occasional **accuracy issues** with transcriptions, particularly with accents and background noise affecting insights. - Users find that the **transcripts are not always accurate** , especially with background noise or multiple speakers present. - Users experience issues with **inaccurate transcripts** due to background noise and multiple speakers, hindering effective usage. #### What Are Recent G2 Reviews of Avoma? **"[Avoma Makes Meeting Notes, Summaries, and Action Items Effortless](https://www.g2.com/survey_responses/avoma-review-12500213)"** **Rating:** 5.0/5.0 stars *— Miles H.* [Read full review](https://www.g2.com/survey_responses/avoma-review-12500213) --- **"[Stress-Free Meeting Tracking with Structured Notes and Easy Search](https://www.g2.com/survey_responses/avoma-review-12413291)"** **Rating:** 4.5/5.0 stars *— Sanket P.* [Read full review](https://www.g2.com/survey_responses/avoma-review-12413291) --- #### What Are G2 Users Discussing About Avoma? - [What is Avoma used for?](https://www.g2.com/discussions/what-is-avoma-used-for) ### 19. [Lative](https://www.g2.com/products/lative/reviews) Lative is an advanced sales planning and decision intelligence platform designed to help companies meet their revenue objectives in the most profitable and efficient way. By providing real-time insights, automation, and deep analytics, we empower revenue leaders to optimize performance, reduce inefficiencies, and confidently scale their organizations. Why we exist: Sales teams today face increasing pressure to hit ambitious targets while navigating complex markets, evolving customer needs, and economic uncertainty. Traditional planning methods—reliant on spreadsheets, static forecasts, and fragmented data—can’t keep up. At Lative, our mission is simple: we help companies achieve their sales goals profitably and efficiently by enabling them to make better, data-driven decisions. We believe go-to-market leaders should have full visibility into their sales performance and productivity in real-time, without the bottlenecks of manual data aggregation or siloed reporting. How does Lative help? We bring clarity and efficiency to sales planning and execution with four core capabilities: Analyze – Gain continuous, granular insights into sales performance, productivity, and efficiency across the entire revenue organization. Identify areas for improvement and take action before problems impact your bottom line. Plan – Automate bottom-up capacity planning with dynamic what-if scenarios that allow you to optimize hiring, resource allocation, and revenue goals for both short-term and long-term success. Track – Bridge the gap between top-down strategic planning and real-time operational execution by identifying risks and opportunities as they emerge. Integrate – Consolidate data from 150+ sources, breaking down silos and providing a single source of truth for revenue planning and execution. The Lative Advantage Lative enables revenue leaders to confidently answer the most critical sales strategy questions: Will we hit our number? How will we get there? Can we do it profitably? With Lative, you have the insights needed to optimize capacity, align resources strategically, and make data-driven decisions that drive sustainable growth. We’re more than just a software solution—we’re a partner in your success, helping you transform sales planning from reactive to proactive. Leading companies including Avalara, Aiven, Benchling, Oneflow, PopMenu, Version 1, and Wiz rely on Lative to drive profitable, efficient growth and hit their targets with confidence and precision. Whether you’re scaling a high-growth startup or optimizing an established sales organization, Lative provides the intelligence you need to stay ahead of the competition. **Average Rating:** 4.8/5.0 **Total Reviews:** 20 **How Do G2 Users Rate Lative?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 6.7/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 6.7/10 (Category avg: 8.2/10) - **Account Engagement:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Lative?** - **Seller:** [Lative](https://www.g2.com/sellers/lative) - **Company Website:** https://lative.io - **HQ Location:** Dublin, IE - **LinkedIn® Page:** https://www.linkedin.com/company/lative-limited (44 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 50% Mid-Market, 30% Enterprise #### What Are Lative's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Analytics (9 reviews) - Customer Support (9 reviews) - Planning (9 reviews) - Visibility (8 reviews) **Cons:** - Learning Curve (3 reviews) - Steep Learning Curve (3 reviews) - Missing Features (2 reviews) - Slow Updates (2 reviews) - Admin Issues (1 reviews) ### What Do G2 Reviewers Say About Lative? *AI-generated summary from verified user reviews* **Pros:** - Users find Lative's **ease of use** exceptional, enabling efficient sales planning and real-time data insights effortlessly. - Users value the **actionable analytics** provided by Lative, enhancing sales planning and cross-functional collaboration effectively. - Users commend Lative's **exceptional customer support** , highlighting organized onboarding and responsive assistance throughout their experience. - Users value the **customizable data integration** in Lative, facilitating efficient capacity planning and insightful analysis. - Users value the **enhanced visibility** provided by Lative, enabling real-time insights into sales productivity and efficiency. **Cons:** - Users find the **learning curve challenging** , suggesting that more guidance for advanced features would be beneficial. - Users find the **steep learning curve** challenging, needing more guidance to navigate advanced features and setup. - Users find the **missing features** in Lative, particularly the lack of a pipeline coverage forecasting module, disappointing. - Users experience **slow updates** during implementation, especially when switching reporting currencies and integrating with existing systems. - Users feel a lack of **configuration options for admins** , hoping for more autonomy in managing settings. #### What Are Recent G2 Reviews of Lative? **"[Revolutionizes Scenario Planning and Data Centralization](https://www.g2.com/survey_responses/lative-review-12374945)"** **Rating:** 5.0/5.0 stars *— Krishnaswaroop B.* [Read full review](https://www.g2.com/survey_responses/lative-review-12374945) --- **"[More efficiency planning combined with improved insights = better alignment](https://www.g2.com/survey_responses/lative-review-12296514)"** **Rating:** 5.0/5.0 stars *— Adrien D.* [Read full review](https://www.g2.com/survey_responses/lative-review-12296514) --- ### 20. [Terret.ai](https://www.g2.com/products/terret-ai/reviews) Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret. **Average Rating:** 4.4/5.0 **Total Reviews:** 611 **How Do G2 Users Rate Terret.ai?** - **Ease of Use:** 8.8/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.0/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.1/10 (Category avg: 8.2/10) - **Account Engagement:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Terret.ai?** - **Seller:** [Terret ](https://www.g2.com/sellers/terret) - **Company Website:** https://terret.ai/ - **Year Founded:** 2018 - **HQ Location:** Santa Clara, CA - **Twitter:** @terret_ai - **LinkedIn® Page:** https://www.linkedin.com/company/boostup-ai/ (50 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 64% Mid-Market, 32% Enterprise #### What Are Terret.ai's Pros and Cons? **Pros:** - Forecasting Ease (31 reviews) - Analytics (22 reviews) - Efficiency (19 reviews) - Easy Access (17 reviews) - Updates (17 reviews) **Cons:** - Salesforce Integration (31 reviews) - Integration Issues (17 reviews) - Forecasting Issues (16 reviews) - Inadequate Reporting (12 reviews) - Difficult Reporting (10 reviews) ### What Do G2 Reviewers Say About Terret.ai? *AI-generated summary from verified user reviews* **Pros:** - Users value the **forecasting ease** of Terret.ai, providing a clear overview and seamless integration with Salesforce. - Users appreciate the **powerful analytics** of Terret.ai, enabling quick insights and customizable dashboard creation. - Users value the **efficiency** of Terret.ai, noting significant time savings in managing forecasts and pipeline updates. - Users value the **easy access** to critical business insights with just a single click on the dashboard. - Users value the **seamless SFDC integration** for efficient updates, improving visibility and saving time on pipeline management. **Cons:** - Users face **laggy connections and direct linking issues** with Salesforce integration, impacting data refresh efficiency. - Users experience **integration issues** with Salesforce, encountering delays and the need for careful management of updates. - Users find the lack of **hierarchy forecasting** and insights on deal strategy a significant drawback for their needs. - Users find the **reporting inadequate** , particularly lacking flexibility in tracking forecast accuracy and currency views. - Users find the **difficult reporting** of Terret.ai limits flexibility in tracking forecasts and handling multiple currencies. #### What Are Recent G2 Reviews of Terret.ai? **"[Boostup is a great tool to have everything in one place! Love it](https://www.g2.com/survey_responses/terret-ai-review-8403565)"** **Rating:** 5.0/5.0 stars *— Ronny B.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-8403565) --- **"[Revolutionized Our Pipeline Management](https://www.g2.com/survey_responses/terret-ai-review-12596787)"** **Rating:** 4.0/5.0 stars *— Kody E.* [Read full review](https://www.g2.com/survey_responses/terret-ai-review-12596787) --- #### What Are G2 Users Discussing About Terret.ai? - [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for) ### 21. [Collective[i]](https://www.g2.com/products/collective-i/reviews) Collective[i] generates intelligence that helps businesses thrive and expand economic opportunity assisted by advanced AI. Collective[i]’s model leverages artificial intelligence to predict economic outcomes and surface insights to forecast, manage, and grow enterprise revenue. The technology was developed by an exceptional team of engineers, entrepreneurs, and data scientists supported by an A-list set of advisors that include the former Vice Chair of the Federal Reserve, senior executives from Google, MySQL, Comcast, NewsCorp, and Tesla; as well as leading economists and AI researchers from NYU, Stanford, MIT, Columbia, and Harvard Business School. Collective[i]’s mission is to fuel global prosperity through shared intelligence and human connection. The company’s initial applications (Intelligent WriteBack™, C[i] for Sales™, and intelligence.com®) improve CRM data quality, optimize sales, and enable people to unlock the value from existing personal and professional relationships. Collective[i] applications and agents enable users to forecast revenue, surface valuable professional connections, analyze the impact of emerging economic patterns on their businesses, do research, and access actionable recommendations that span sales, supply chain, and strategic growth initiatives, ultimately transforming business to operate with the speed and precision required to compete in an AI-first world. For more information, visit www.collectivei.com. **Average Rating:** 4.9/5.0 **Total Reviews:** 18 **How Do G2 Users Rate Collective[i]?** - **Ease of Use:** 9.8/10 (Category avg: 8.9/10) **Who Is the Company Behind Collective[i]?** - **Seller:** [Collective[i]](https://www.g2.com/sellers/collective-i) - **Year Founded:** 2008 - **HQ Location:** New York, New York - **Twitter:** @collectivei (1,339 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2412659/ (46 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 48% Small-Business, 30% Mid-Market #### What Are Collective[i]'s Pros and Cons? **Pros:** - Accuracy (1 reviews) - Accuracy of Information (1 reviews) - Automation (1 reviews) - CRM Integration (1 reviews) - Customizability (1 reviews) ### What Do G2 Reviewers Say About Collective[i]? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **improved pipeline accuracy** provided by Collective[i], enhancing sales execution and teamwork efficiency. - Users appreciate the **accuracy of information** from Collective[i], enhancing pipeline precision and improving sales execution. - Users appreciate the **automation capabilities** of Collective[i], enhancing efficiency and accuracy in their sales processes. - Users value the **seamless CRM integration** of Collective[i], enhancing sales operations through automated data capture and insights. - Users value the **customizability** of Collective[i], enhancing sales operations through seamless integration and tailored insights. #### What Are Recent G2 Reviews of Collective[i]? **"[Once you have used Collective[i], you will never go back.](https://www.g2.com/survey_responses/collective-i-review-1234173)"** **Rating:** 5.0/5.0 stars *— Megan B.* [Read full review](https://www.g2.com/survey_responses/collective-i-review-1234173) --- **"[Game-Changer for AI-Powered Sales Execution](https://www.g2.com/survey_responses/collective-i-review-10837204)"** **Rating:** 5.0/5.0 stars *— Kristin A.* [Read full review](https://www.g2.com/survey_responses/collective-i-review-10837204) --- #### What Are G2 Users Discussing About Collective[i]? - [What is Collective[i] used for?](https://www.g2.com/discussions/what-is-collective-i-used-for) ### 22. [Revenue.io](https://www.g2.com/products/revenue-io/reviews) Revenue.io powers high-performing teams with real-time guidance. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Nutanix, and AWS to deliver predictable results and optimize their entire revenue operation. Founded in 2013, Revenue.io is headquartered in Los Angeles and backed by venture funding from Goldman Sachs, Bryant Stibel, and Palisades Capital. Learn more at www.revenue.io. **Average Rating:** 4.7/5.0 **Total Reviews:** 568 **How Do G2 Users Rate Revenue.io?** - **Ease of Use:** 9.3/10 (Category avg: 8.9/10) - **Data Segmentation:** 9.8/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.4/10 (Category avg: 8.2/10) - **Account Engagement:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Revenue.io?** - **Seller:** [Revenue.io](https://www.g2.com/sellers/revenue-io) - **Year Founded:** 2012 - **HQ Location:** Los Angeles, CA - **Twitter:** @revenue_io (4,277 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2625815/ (102 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Service Representative, Account Executive - **Top Industries:** Computer Software, Financial Services - **Company Size:** 59% Mid-Market, 22% Small-Business #### What Are Revenue.io's Pros and Cons? **Pros:** - Customer Support (32 reviews) - Ease of Use (28 reviews) - Helpful (28 reviews) - Easy Setup (25 reviews) - Salesforce Integration (25 reviews) **Cons:** - Call Issues (10 reviews) - Missing Features (8 reviews) - Limited Features (7 reviews) - Connection Issues (6 reviews) - Dialer Issues (6 reviews) ### What Do G2 Reviewers Say About Revenue.io? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **fast and friendly customer support** of Revenue.io, enhancing their overall experience and confidence. - Users find Revenue.io to be **very easy to use and intuitive** , enhancing productivity with seamless integrations and valuable features. - Users commend the **exceptional support** from Revenue.io, enhancing the implementation process and overall experience dramatically. - Users praise the **easy setup** of Revenue.io, highlighting seamless implementation and exceptional support from the team. - Users appreciate the **seamless Salesforce integration** of Revenue.io, which saves time and enhances sales operations significantly. **Cons:** - Users experience **call issues** , including random headset disconnections and difficulty tracking recent calls within Revenue.io. - Users desire **missing features** in Revenue.io, such as enhanced AI tools and better customer support options. - Users find the **limited features** of Revenue.io restrict productivity and integration with other essential tools. - Users often face **connection issues** with Revenue.io, leading to dropped calls and unreliable mobile functionality. - Users face **dialer issues** that complicate troubleshooting and tracking previous calls, affecting overall usability and efficiency. #### What Are Recent G2 Reviews of Revenue.io? **"[Effortless Sales Automation with Salesforce Integration](https://www.g2.com/survey_responses/revenue-io-review-12801480)"** **Rating:** 4.5/5.0 stars *— Alex M.* [Read full review](https://www.g2.com/survey_responses/revenue-io-review-12801480) --- **"[Empowers Sales with Easy Call Review and Coaching](https://www.g2.com/survey_responses/revenue-io-review-13020882)"** **Rating:** 5.0/5.0 stars *— Angelique G.* [Read full review](https://www.g2.com/survey_responses/revenue-io-review-13020882) --- #### What Are G2 Users Discussing About Revenue.io? - [What is Revenue.io used for?](https://www.g2.com/discussions/revenue-io-what-is-revenue-io-used-for) - [What is Revenue.io used for?](https://www.g2.com/discussions/what-is-revenue-io-used-for) ### 23. [Membrain](https://www.g2.com/products/membrain/reviews) Membrain is a specialized growth platform designed for B2B companies focused on enhancing their sales processes and driving sustainable growth. This comprehensive software solution provides users with the necessary structure, guidance, and insights to foster the right behaviors and effectively execute their sales strategies. With a strong reputation in the industry, Membrain has gained the trust of top sales experts and organizations across more than 80 countries. Targeted primarily at sales teams and management within B2B organizations, Membrain serves as a versatile tool that can either replace or complement traditional CRM systems. Its robust features cater to a variety of use cases, including sales performance management, sales coaching, and sales enablement. By integrating these functionalities, Membrain enables organizations to streamline their sales processes, improve team collaboration, and ultimately drive better results. One of the key features of Membrain is its ability to provide actionable insights through data-driven analytics. Users can track performance metrics, identify trends, and gain a deeper understanding of their sales activities. This level of visibility allows sales teams to make informed decisions, adjust their strategies in real-time, and focus on the activities that yield the highest returns. Additionally, Membrain's sales coaching capabilities empower managers to mentor their teams effectively, ensuring that best practices are shared and adopted across the organization. Membrain stands out in its category due to its unique combination of CRM functionalities and specialized sales tools. Recognized as a G2 Crowd High Performer in multiple categories, including CRM, Sales Performance Management, Sales Coaching, and Sales Enablement, Membrain offers a holistic approach to sales management. This integration of features not only enhances user experience but also ensures that organizations can leverage a single platform to address various aspects of their sales operations. The platform's user-friendly interface and customizable workflows further enhance its appeal, allowing organizations to tailor the system to their specific needs. By providing a comprehensive solution that encompasses both traditional CRM capabilities and advanced sales performance tools, Membrain equips B2B companies with the resources necessary to thrive in a competitive landscape. **Average Rating:** 4.6/5.0 **Total Reviews:** 211 **How Do G2 Users Rate Membrain?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Membrain?** - **Seller:** [Membrain](https://www.g2.com/sellers/membrain) - **Company Website:** https://www.membrain.com/ - **Year Founded:** 2012 - **HQ Location:** Stockholm, Sweden - **Twitter:** @membrain_com (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/membraincom/ (39 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 60% Small-Business, 34% Mid-Market #### What Are Membrain's Pros and Cons? **Pros:** - Ease of Use (42 reviews) - Customization (26 reviews) - Customizability (23 reviews) - Easy Customization (21 reviews) - Intuitive (20 reviews) **Cons:** - Missing Features (17 reviews) - Learning Curve (11 reviews) - Email Issues (7 reviews) - Integration Issues (7 reviews) - Limited Features (7 reviews) ### What Do G2 Reviewers Say About Membrain? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Membrain, enabling intuitive navigation and customizable dashboards for better efficiency. - Users value the **customization capabilities** of Membrain, making navigation and task tracking efficient and personalized. - Users commend Membrain's **customizability** , enhancing their workflow with tailored solutions that fit their unique needs. - Users value the **easy customization** of Membrain, enabling tailored CRM solutions that fit unique business needs. - Users highlight the **intuitive design** of Membrain, making it incredibly easy to navigate and use effectively. **Cons:** - Users note the **missing features** in Membrain, such as robust analytics and a customer portal for tickets. - Users find the **learning curve challenging** , particularly with dashboard setup and integrating standard features. - Users report **email integration challenges** , noting issues with alerts, attachments, and overall usability in Membrain. - Users report **integration issues** with Membrain, affecting functionality and syncing with other platforms like Outlook. - Users find the **limited features** of Membrain, such as basic dashboards and inadequate prospecting tools, frustrating. #### What Are Recent G2 Reviews of Membrain? **"[Membrain user for an Internal Sales role.](https://www.g2.com/survey_responses/membrain-review-10736226)"** **Rating:** 4.0/5.0 stars *— Moises B.* [Read full review](https://www.g2.com/survey_responses/membrain-review-10736226) --- **"[Top-Notch Support, User-Friendly UI, and Powerful Workflow Customization](https://www.g2.com/survey_responses/membrain-review-12622325)"** **Rating:** 4.5/5.0 stars *— Chris W.* [Read full review](https://www.g2.com/survey_responses/membrain-review-12622325) --- #### What Are G2 Users Discussing About Membrain? - [What is Membrain used for?](https://www.g2.com/discussions/what-is-membrain-used-for) - 2 comments ### 24. [Jiminny](https://www.g2.com/products/jiminny/reviews) Jiminny is the conversation intelligence platform designed to help Revenue Leaders capture and analyze critical go-to-market insights across video, voice, and email. This innovative solution automates the integration of these insights into your CRM, enabling teams to make informed decisions and drive revenue growth effectively. Jiminny benefits the entire Revenue Team. For Sales Reps, it automates routine admin tasks, allowing them to focus more on selling and enhancing their performance. This not only streamlines their workflow but also increases their productivity, enabling them to close deals more efficiently. Managers benefit from Jiminny by gaining access to actionable insights that help them develop their teams, fostering an environment of continuous improvement and confidence-building. Executives can rely on Jiminny to provide a trustworthy source of data for making strategic, data-driven decisions. The platform transforms the CRM into a reliable launchpad for revenue growth, ensuring that leadership can track progress and identify areas for improvement with ease. This comprehensive approach to GTM conversation intelligence empowers all levels of the organization to work collaboratively towards revenue goals. Key features of Jiminny include its ability to analyze conversations in real-time, providing instant feedback and insights that can be acted upon immediately. The platform's fast onboarding process and user-friendly interface ensure that teams can quickly adapt and start reaping the benefits without significant downtime. Sell smarter, grow faster, and ultimately win more deals with Jiminny. The platform not only enhances individual performance but also cultivates a data-driven culture that supports sustained growth and success across the entire organization. **Average Rating:** 4.6/5.0 **Total Reviews:** 927 **How Do G2 Users Rate Jiminny?** - **Ease of Use:** 9.0/10 (Category avg: 8.9/10) - **Data Segmentation:** 7.8/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.8/10 (Category avg: 8.2/10) - **Account Engagement:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Jiminny?** - **Seller:** [Jiminny](https://www.g2.com/sellers/jiminny) - **Company Website:** https://www.jiminny.com - **Year Founded:** 2016 - **HQ Location:** London, England - **Twitter:** @JiminnyInc (384 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10815921/ (59 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Customer Success Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 63% Mid-Market, 31% Small-Business #### What Are Jiminny's Pros and Cons? **Pros:** - Helpful (77 reviews) - Ease of Use (67 reviews) - AI Summary (62 reviews) - Time-saving (60 reviews) - Call Recording (59 reviews) **Cons:** - Call Issues (40 reviews) - AI Inaccuracy (29 reviews) - Accuracy Issues (25 reviews) - AI Limitations (15 reviews) - Recording Issues (11 reviews) ### What Do G2 Reviewers Say About Jiminny? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Jiminny, finding it intuitive for reviewing calls and gaining insights. - Users find Jiminny's platform to be **extremely easy to navigate** , enhancing their daily meeting experiences effortlessly. - Users commend Jiminny for its **automated call summaries** , making it easy to review and recall important conversation details. - Users value Jiminny for its **time-saving capabilities** , significantly enhancing efficiency in managing sales call records and follow-ups. - Users benefit from **call recording** that helps identify key moments and provides valuable insights for future follow-ups. **Cons:** - Users face **call issues** with Jiminny, including inconsistent recordings and challenging settings functionality that hinder usability. - Users experience **AI inaccuracy** in transcriptions and interpretations, affecting the overall effectiveness of Jiminny. - Users experience **accuracy issues** with Jiminny's transcription, as it often misinterprets words and misses key conversation points. - Users note that Jiminny has **accuracy issues with accents and languages** , which affects usability and feature effectiveness. - Users face **recording issues** , including unpredictable processing times and limitations on adding recordings to calls. #### What Are Recent G2 Reviews of Jiminny? **"[Jiminny’s Excellent Recording and AI Chat Make Coaching a Breeze](https://www.g2.com/survey_responses/jiminny-review-12694816)"** **Rating:** 4.5/5.0 stars *— Mathilde L.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12694816) --- **"[AI-Powered Call Insights with Accurate Highlights, Summaries, and CRM Integration](https://www.g2.com/survey_responses/jiminny-review-12917847)"** **Rating:** 4.5/5.0 stars *— Luciana S.* [Read full review](https://www.g2.com/survey_responses/jiminny-review-12917847) --- #### What Are G2 Users Discussing About Jiminny? - [What is Jiminny used for?](https://www.g2.com/discussions/what-is-jiminny-used-for) - 1 comment ### 25. [AskElephant](https://www.g2.com/products/askelephant/reviews) AskElephant is an AI-powered platform designed to enhance the efficiency of revenue teams by automating routine tasks and providing actionable insights. By serving as a proactive "second brain," it allows customer-facing teams to focus more on building relationships and closing deals, rather than getting bogged down by administrative work. The platform seamlessly integrates with existing tools, ensuring a smooth workflow without the need for extensive system overhauls. Key Features and Functionality: - AI Agents: Automate workflows such as CRM updates, coaching, task creation, churn alerts, and win/loss analysis. - CRM Automation: Automatically update any CRM field based on conversation insights, eliminating manual data entry. - Cross-Team Handoffs: Ensure seamless transitions between sales and customer success teams by automatically transferring full deal context. - AI Coaching: Provide real-time coaching scorecards and reports, allowing managers to focus on strategic guidance rather than sifting through recordings. - Proactive Alerts: Receive notifications about potential deal risks or churn alerts, enabling timely interventions. - AI Chat: Interact with your business data using AI, facilitating quick access to information across various platforms. Primary Value and Solutions Provided: AskElephant addresses common challenges faced by revenue teams, such as manual data entry, inefficient handoffs, and the time-consuming process of coaching and data analysis. By automating these tasks, the platform ensures that critical context is preserved, CRM data remains accurate, and coaching moments are highlighted without the need for extensive manual review. This leads to increased productivity, more effective team collaboration, and ultimately, improved customer relationships and revenue growth. **Average Rating:** 4.9/5.0 **Total Reviews:** 18 **How Do G2 Users Rate AskElephant?** - **Ease of Use:** 9.1/10 (Category avg: 8.9/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 9.0/10 (Category avg: 8.2/10) - **Account Engagement:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind AskElephant?** - **Seller:** [AskElephant](https://www.g2.com/sellers/askelephant) - **Year Founded:** 2023 - **HQ Location:** Draper, US - **LinkedIn® Page:** https://www.linkedin.com/company/askelephant/ (31 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 61% Small-Business, 22% Mid-Market #### What Are AskElephant's Pros and Cons? **Pros:** - Automation (10 reviews) - Customer Support (6 reviews) - Time-saving (6 reviews) - Ease of Use (5 reviews) - Helpful (5 reviews) **Cons:** - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Poor Search Functionality (1 reviews) ### What Do G2 Reviewers Say About AskElephant? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **automation capabilities** of AskElephant, greatly enhancing productivity by streamlining tedious tasks efficiently. - Users praise the **responsive customer support** of AskElephant, quickly resolving issues and enhancing overall user experience. - Users value AskElephant for its **time-saving automation** , streamlining workflows and enhancing overall productivity effortlessly. - Users praise the **ease of use** of AskElephant, enabling quick task completion and seamless integration with tools. - Users value AskElephant for its **incredibly helpful support** , enhancing workflows and productivity with responsive assistance. **Cons:** - Users find the **learning curve steep** , needing time and prior knowledge to effectively use AskElephant's workflows. - Users find **limited customization options** frustrating, needing assistance for configurations instead of managing them independently. - Users find the **poor search functionality** frustrating, making it difficult to navigate the library effectively. #### What Are Recent G2 Reviews of AskElephant? **"[A Great Marketing Tool and Central Hub for Authentic Customer & Prospect Insights](https://www.g2.com/survey_responses/askelephant-review-12357988)"** **Rating:** 5.0/5.0 stars *— Todd J.* [Read full review](https://www.g2.com/survey_responses/askelephant-review-12357988) --- **"[Sophisticated Call Summarization](https://www.g2.com/survey_responses/askelephant-review-12703062)"** **Rating:** 4.5/5.0 stars *— Crista V.* [Read full review](https://www.g2.com/survey_responses/askelephant-review-12703062) --- ## What Is Revenue Operations & Intelligence (RO&I) Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Revenue Operations & Intelligence (RO&I) Software? - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) - [Sales Coaching Software](https://www.g2.com/categories/sales-coaching) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) - [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) - [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) - [Revenue AI Platforms](https://www.g2.com/categories/revenue-ai-platforms) --- ## How Do You Choose the Right Revenue Operations & Intelligence (RO&I) Software? ### What You Should Know About Revenue Operations Software ### Revenue Operations & Intelligence (RO&I) software buying insights at a glance [Revenue Operations & Intelligence (RO&I)](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) software enables organizations to align sales, marketing, and customer success teams around a unified revenue strategy by centralizing data, standardizing workflows, and delivering actionable insights across the customer lifecycle. As go-to-market motions become more complex and data-driven, relying on fragmented tools and manual reporting often leads to visibility gaps and inconsistent execution. A dedicated RO&I platform enables companies to operationalize their revenue strategy at scale by connecting systems, enforcing process consistency, and enhancing decision-making. Based on G2 review data, organizations most commonly adopt revenue operations and intelligence tools to enhance pipeline visibility, improve forecasting accuracy, and foster cross-functional alignment. Core use cases frequently include real-time pipeline tracking, revenue forecasting, rep performance management, and executive-level reporting. Buyers highlight benefits such as faster access to insights, clearer accountability across teams, and improved coordination between revenue-facing functions. As companies scale, RevOps leaders increasingly emphasize the importance of consistent execution and data reliability, particularly when forecasts and performance metrics are used to inform strategic decisions. For teams evaluating revenue intelligence software, the focus is often on visibility and accuracy, ensuring that leadership can trust the data used to assess pipeline health, rep productivity, and overall revenue performance. RO&I software is typically offered through subscription-based pricing models, with costs influenced by factors such as user count, data volume, feature depth, and access to advanced analytics or AI-driven insights. Buyers should consider not only licensing fees but also implementation complexity and ongoing data management when estimating the total cost of ownership. ### Top FAQs from Buyers Research - How does RO&I software improve forecasting accuracy and pipeline visibility? - What level of data standardization is required before implementing RO&I tools? - How do revenue intelligence platforms integrate with [CRM](https://www.g2.com/categories/crm) and [sales engagement](https://www.g2.com/categories/sales-engagement) systems? - What degree of customization is needed to support different GTM teams? - How do AI-driven revenue insights differ from traditional reporting dashboards? G2’s top-rated Revenue Operations & Intelligence software, based on verified reviews, includes [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), [Gong](https://www.g2.com/products/gong/reviews), [Clari](https://www.g2.com/products/clari/reviews) and [Substrata](https://www.g2.com/products/substrata-substrata/reviews). (Source: [Grid Report](https://www.g2.com/reports/14e331e0-81d3-4feb-b3b6-63add31f9b75/preview?tab=scores)) ### What are the top-reviewed Revenue Operations & Intelligence (RO&I) on G2? [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) - Number of Reviews: 2,735 - Satisfaction: 100 - Market Presence: 99 - G2 Score: 100 [Gong](https://www.g2.com/products/gong/reviews) - Number of Reviews: 985 - Satisfaction: 89 - Market Presence: 73 - G2 Score: 81 [Clari](https://www.g2.com/products/clari/reviews) - Number of Reviews: 1,536 - Satisfaction: 67 - Market Presence: 66 - G2 Score: 67 [Substrata](https://www.g2.com/products/substrata-substrata/reviews) - Number of Reviews: 199 - Satisfaction: 99 - Market Presence: 35 - G2 Score: 66 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Revenue Operations & Intelligence (RO&I)? #### Feedback Pros: What Users Consistently Appreciate - **Real-time pipeline visibility across teams and leadership dashboards** - “Salesforce Sales Cloud is most helpful for its powerful lead and opportunity management. Its automation, real-time pipeline visibility, and AI-driven insights help sales teams close deals faster and work more efficiently.” - [Nathalie J.](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews/salesforce-sales-cloud-review-11487120), Salesforce Sales Cloud Review - **Centralized revenue data replacing fragmented spreadsheets and reports** - “I really appreciate Clari’s intuitive and user-friendly interface, which made setting it up smooth and easy, especially in comparison to other tools I've used. The AI forecasting capabilities are impressively accurate, offering invaluable insights into my team's pipeline and larger deals. I love the ability to star accounts, simplifying my focus on significant deals and helping me strategize my next moves effectively. The seamless integration with Salesforce is another strong point, allowing me to quickly update and organize data without spending too much time in a tool I don’t enjoy.” - [Paul K.](https://www.g2.com/products/clari/reviews/clari-review-11593663), Clari Review - **A dependable platform for negotiations**. - “Its equally effective for both verbal and non verbal interactions. The call preparations tools are practical, and the feedback keeps our team aligned and consistent. It brings attention to subtle patterns that usually get overlooked when conversations move quickly. Everything feels more structured with Substrata, and whenever an issue arises their customer support team is quick to respond.” - [Usman S](https://www.g2.com/products/substrata-substrata/reviews/substrata-review-11598060)., Substrata Review #### Cons: Where Many Platforms Fall Short - **Advanced analytics features have steep learning curves for new users** - “The learning curve can be steep for first time users, especially when they first see the more complex AI analytics. More comprehensive tutorials or in app tips could provide a smoother onboarding experience for recruitment specialists who typically do not use a sales focused platform.” - [Ravi S.](https://www.g2.com/products/substrata-substrata/reviews/substrata-review-11739548), Substrata Review - **AI tracker setup is complex with restrictive data export options** - “I found the AI tracker setup to be quite difficult, especially concerning the user interface when setting up keywords or smart trackers. Moreover, I cannot download all the data myself unless we upgrade the plan, which isn't ideal and results in me not fully utilizing Gong. The requirement to download snippets one by one using copy and paste is particularly annoying. This is a cumbersome process, especially if dealing with a large number of snippets, and detracts from the efficiency that Gong should provide. I believe this isn't the best way of selling your AI feature.” - [Angeline T.](https://www.g2.com/products/gong/reviews/gong-review-11765285), Gong Review - **Training lacks structured learning paths and role-based context** - “The training could be structured a little differently to follow a more predetermined path. Cheat sheets would be very helpful to hand out to the reps as well with simple shortcuts for the different products that you have (sequences, signals etc). Instead of running right into the meat of the training it would be helpful for the trainer to 1st give a high level overview of the screen and what we are looking at. Also, the trainers should understand our business a little better and what the roles are of the individuals on the training so it can help them on;ly show this that pertain to them.” - [Bruce S](https://www.g2.com/products/revenue-grid/reviews/revenue-grid-review-9027132)., Revenue Grid ### My Expert Takeaway on Revenue Operations Software According to G2 review data, Revenue Operations & Intelligence software delivers the strongest results when organizations treat RevOps as an operating system rather than a standalone reporting layer. High-performing teams tend to establish clear ownership over data quality, forecasting methodology, and process governance early on, which reduces downstream inconsistencies and improves trust in revenue metrics across teams. Organizations with above-average satisfaction scores commonly invest in foundational capabilities such as data hygiene, forecasting discipline, and enablement. Reviews indicate that outcomes are strongest when RevOps owns both the tooling and the operational processes that govern how data is captured, interpreted, and acted upon. This model is especially prevalent among SaaS, fintech, and B2B services teams, where revenue complexity requires tighter coordination and accountability. Across the category, average ratings consistently cluster above 4.3, with particularly strong marks for pipeline visibility and likelihood to recommend when adoption extends company-wide. For companies evaluating RO&I solutions, the data suggests that broad adoption and disciplined operational ownership are key drivers of long-term value, enabling revenue teams to scale without sacrificing visibility or execution consistency. ### Revenue Operations Software FAQs #### What is revenue operations and intelligence (RO&I)? Revenue Operations & Intelligence (RO&I) combines process alignment, systems management, and analytics to optimize revenue performance across sales, marketing, and customer success. It uses revenue operations software and revenue intelligence software to unify data, improve forecasting accuracy, and help leaders make informed, real-time decisions across the entire revenue lifecycle. #### What are the 4 pillars of revenue operations? The four pillars are people, process, data, and technology. Together, they ensure teams operate from consistent workflows, trusted data, and aligned incentives. A strong revenue intelligence platform supports these pillars by turning operational data into insights that guide planning, execution, and performance management. #### What is the role of revenue operations? Revenue operations aligns go-to-market teams around shared goals, standardized processes, and accurate data. The role includes owning forecasting, pipeline management, reporting, and tooling strategy. Effective RevOps teams use RevOps frameworks to eliminate friction, improve predictability, and drive scalable growth. #### Which RO&I software is the best? Based on G2 review trends, the best revenue intelligence platform varies by company size and use case. Buyers consistently rate tools highly when they deliver real-time visibility, forecasting accuracy, and strong CRM alignment. Satisfaction scores tend to be highest where adoption spans sales leadership and frontline teams. The best RO&I software are [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews), [Gong](https://www.g2.com/products/gong/reviews), [Clari](https://www.g2.com/products/clari/reviews), and [Substrata](https://www.g2.com/products/substrata-substrata/reviews). #### What are the top-rated RO&I software for growth-focused firms? Growth-focused firms favor platforms that combine forecasting, pipeline inspection, and rep-level insights. Reviews show higher likelihood to recommend when tools support rapid scaling, multi-team collaboration, and executive reporting without heavy customization or manual work. Here are the top-rated Revenue Operations & Intelligence (RO&I) software platforms for growth-focused firms: - [Gong](https://www.g2.com/products/gong/reviews) – Leading AI-driven platform for unified revenue data, insights, and automated sales workflows. - [Salesforce Sales Cloud](https://www.g2.com/products/salesforce-salesforce-sales-cloud/reviews) – Comprehensive sales and revenue management, forecasting, and intelligence. - [Salesloft](https://www.g2.com/products/salesloft/reviews) – Revenue orchestration platform with advanced analytics, automation, and sales engagement tools. #### What is the best revenue operations software for a mid-sized tech company? For [mid-sized tech companies](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/mid-market), the best Revenue operations software strikes a balance between advanced analytics and ease of use. G2 reviewers highlight tools that integrate seamlessly with existing systems, require minimal administrative overhead, and deliver actionable insights without requiring enterprise-level complexity. The best RO&I software for a mid-sized company are [Revenue Grid](https://www.g2.com/products/revenue-grid/reviews), [MaxIQ](https://www.g2.com/products/maxiq/reviews), [Apollo.io](https://www.g2.com/products/apollo-io/reviews), [Substrata](https://www.g2.com/products/substrata-substrata/reviews).   ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung) **Last updated on: January 7, 2026**