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Top Free Customer Revenue Optimization (CRO) Software

Check out our list of free Customer Revenue Optimization (CRO) Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Customer Revenue Optimization (CRO) Software to ensure you get the right product.

View Free Customer Revenue Optimization (CRO) Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
21 Customer Revenue Optimization Products Available
(790)4.4 out of 5
Optimized for quick response
4th Easiest To Use in Customer Revenue Optimization software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 mi

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 47% Mid-Market
    • 45% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aviso is a sales forecasting and reporting solution that uses AI technology to provide detailed insights into sales performance and opportunities.
    • Users frequently mention the ease of use, the ability to provide detailed insights into sales performance, and the AI tools that simplify tasks and improve efficiency.
    • Reviewers mentioned issues with bugs, slow load times, inaccuracies in data, and a steep learning curve for understanding and interpreting the data.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aviso features and usability ratings that predict user satisfaction
    9.1
    Quality of Support
    Average: 9.3
    8.9
    Opportunity Identification
    Average: 8.5
    8.6
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2014
    HQ Location
    Redwood City, CA
    Twitter
    @AvisoInc
    915 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    209 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 mi

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 47% Mid-Market
  • 45% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aviso is a sales forecasting and reporting solution that uses AI technology to provide detailed insights into sales performance and opportunities.
  • Users frequently mention the ease of use, the ability to provide detailed insights into sales performance, and the AI tools that simplify tasks and improve efficiency.
  • Reviewers mentioned issues with bugs, slow load times, inaccuracies in data, and a steep learning curve for understanding and interpreting the data.
Aviso features and usability ratings that predict user satisfaction
9.1
Quality of Support
Average: 9.3
8.9
Opportunity Identification
Average: 8.5
8.6
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Company Website
Year Founded
2014
HQ Location
Redwood City, CA
Twitter
@AvisoInc
915 Twitter followers
LinkedIn® Page
www.linkedin.com
209 employees on LinkedIn®
(619)4.5 out of 5
Optimized for quick response
6th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 43% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vitally features and usability ratings that predict user satisfaction
    9.0
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.5
    8.4
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Computer Software
    UC
    The amount of data that can be sent and received by Vitally. At first glance it may be overwhelming but the more complex your processes get the... Read review
    Verified User in Computer Software
    AC
    We are a small startup, and the price point and customization allows us to scale our processes so much faster. Integrates with all of our platforms... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vitally
    Company Website
    Year Founded
    2017
    HQ Location
    New York
    Twitter
    @vitally_io
    472 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    104 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vitally is a Customer Success Platform that helps teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business's bottom l

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 43% Small-Business
Vitally features and usability ratings that predict user satisfaction
9.0
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.5
8.4
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Computer Software
UC
The amount of data that can be sent and received by Vitally. At first glance it may be overwhelming but the more complex your processes get the... Read review
Verified User in Computer Software
AC
We are a small startup, and the price point and customization allows us to scale our processes so much faster. Integrates with all of our platforms... Read review
Seller Details
Seller
Vitally
Company Website
Year Founded
2017
HQ Location
New York
Twitter
@vitally_io
472 Twitter followers
LinkedIn® Page
www.linkedin.com
104 employees on LinkedIn®

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(106)4.8 out of 5
3rd Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accord helps revenue teams drive execution excellence by enforcing their standards for how they sell, onboard, and expand with prospects and customers. From evaluation to activation, Accord standardi

    Users
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 45% Mid-Market
    • 39% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Accord features and usability ratings that predict user satisfaction
    9.7
    Quality of Support
    Average: 9.3
    8.0
    Opportunity Identification
    Average: 8.5
    9.6
    Playbooks
    Average: 8.4
    6.8
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Information Technology and Services
    UI
    I love the fact that you can add a date to track everything and even create tasks for the users to follow up on their end Read review
    Luis E.
    LE
    My faviroite part of accord is the easy UI, the ability to organize, adapt playbooks, for each customer. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Accord
    Year Founded
    2020
    HQ Location
    San Francisco, US
    Twitter
    @inaccord
    131 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    193 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accord helps revenue teams drive execution excellence by enforcing their standards for how they sell, onboard, and expand with prospects and customers. From evaluation to activation, Accord standardi

Users
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 45% Mid-Market
  • 39% Small-Business
Accord features and usability ratings that predict user satisfaction
9.7
Quality of Support
Average: 9.3
8.0
Opportunity Identification
Average: 8.5
9.6
Playbooks
Average: 8.4
6.8
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Information Technology and Services
UI
I love the fact that you can add a date to track everything and even create tasks for the users to follow up on their end Read review
Luis E.
LE
My faviroite part of accord is the easy UI, the ability to organize, adapt playbooks, for each customer. Read review
Seller Details
Seller
Accord
Year Founded
2020
HQ Location
San Francisco, US
Twitter
@inaccord
131 Twitter followers
LinkedIn® Page
www.linkedin.com
193 employees on LinkedIn®
(76)4.2 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Starting at $20.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upland Altify helps sales teams maximize productivity and performance with AI-enhanced solutions, natively in Salesforce. Altify simplifies account planning and deal management, so sellers can focus o

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 54% Enterprise
    • 38% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Upland Altify features and usability ratings that predict user satisfaction
    8.7
    Quality of Support
    Average: 9.3
    7.4
    Opportunity Identification
    Average: 8.5
    7.5
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Matteo B.
    MB
    Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2010
    HQ Location
    Austin, TX
    Twitter
    @UplandSoftware
    917 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,025 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Upland Altify helps sales teams maximize productivity and performance with AI-enhanced solutions, natively in Salesforce. Altify simplifies account planning and deal management, so sellers can focus o

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 54% Enterprise
  • 38% Mid-Market
Upland Altify features and usability ratings that predict user satisfaction
8.7
Quality of Support
Average: 9.3
7.4
Opportunity Identification
Average: 8.5
7.5
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Matteo B.
MB
Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals Read review
Seller Details
Company Website
Year Founded
2010
HQ Location
Austin, TX
Twitter
@UplandSoftware
917 Twitter followers
LinkedIn® Page
www.linkedin.com
1,025 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aligned is a customer-facing collaboration platform; a Digital Sales Room and a Client Portal that helps GTM teams run a better Sales & CS process, orchestrate complex deals, increase buyer engage

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 47% Small-Business
    • 42% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aligned is a digital sales tool that centralizes all deal-related communication and resources in one place, providing transparency and fostering better collaboration with clients and teams.
    • Reviewers like the tool's ability to track user engagement, quickly deploy rooms, and centralize all relevant collateral, making the sales process more streamlined and efficient.
    • Reviewers mentioned some issues with the tool, such as occasional glitches, misleading analytics, limited customization options, and difficulties with certain integrations.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aligned features and usability ratings that predict user satisfaction
    9.5
    Quality of Support
    Average: 9.3
    9.1
    Opportunity Identification
    Average: 8.5
    9.4
    Playbooks
    Average: 8.4
    5.6
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    3 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aligned is a customer-facing collaboration platform; a Digital Sales Room and a Client Portal that helps GTM teams run a better Sales & CS process, orchestrate complex deals, increase buyer engage

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 47% Small-Business
  • 42% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aligned is a digital sales tool that centralizes all deal-related communication and resources in one place, providing transparency and fostering better collaboration with clients and teams.
  • Reviewers like the tool's ability to track user engagement, quickly deploy rooms, and centralize all relevant collateral, making the sales process more streamlined and efficient.
  • Reviewers mentioned some issues with the tool, such as occasional glitches, misleading analytics, limited customization options, and difficulties with certain integrations.
Aligned features and usability ratings that predict user satisfaction
9.5
Quality of Support
Average: 9.3
9.1
Opportunity Identification
Average: 8.5
9.4
Playbooks
Average: 8.4
5.6
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
3 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
(178)4.6 out of 5
13th Easiest To Use in Customer Revenue Optimization software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Recapped.io features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 9.3
    8.8
    Opportunity Identification
    Average: 8.5
    9.1
    Playbooks
    Average: 8.4
    9.7
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Mat K.
    MK
    I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. Read review
    Chuck C.
    CC
    The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @GetRecapped
    180 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 44% Small-Business
Recapped.io features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 9.3
8.8
Opportunity Identification
Average: 8.5
9.1
Playbooks
Average: 8.4
9.7
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Mat K.
MK
I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. Read review
Chuck C.
CC
The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. Read review
Seller Details
Year Founded
2018
HQ Location
New York
Twitter
@GetRecapped
180 Twitter followers
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
(55)4.7 out of 5
12th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CRUSH simplifies key account management and stakeholder mapping within your CRM. Account plans are often built in slide decks, spreadsheets, or regular documents that become outdated, stale, and inacc

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 25% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Prolifiq.ai CRUSH features and usability ratings that predict user satisfaction
    9.8
    Quality of Support
    Average: 9.3
    9.2
    Opportunity Identification
    Average: 8.5
    7.7
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Information Services
    CI
    I think the best thing I like about CRUSH is that it's native to Salesforce. One might not think that's a big deal but it can be a pain having to... Read review
    PK
    My company is using just part of the Prolifiq suite - Relationship Maps. It's been easy to install and maintain and let admins and users create... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    Beaverton, OR
    Twitter
    @PROLIFIQAPPS
    527 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CRUSH simplifies key account management and stakeholder mapping within your CRM. Account plans are often built in slide decks, spreadsheets, or regular documents that become outdated, stale, and inacc

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 25% Small-Business
Prolifiq.ai CRUSH features and usability ratings that predict user satisfaction
9.8
Quality of Support
Average: 9.3
9.2
Opportunity Identification
Average: 8.5
7.7
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Information Services
CI
I think the best thing I like about CRUSH is that it's native to Salesforce. One might not think that's a big deal but it can be a pain having to... Read review
PK
My company is using just part of the Prolifiq suite - Relationship Maps. It's been easy to install and maintain and let admins and users create... Read review
Seller Details
Company Website
Year Founded
1999
HQ Location
Beaverton, OR
Twitter
@PROLIFIQAPPS
527 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
(40)4.3 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$35.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Revegy is the leading sales execution platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where th

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Enterprise
    • 20% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Revegy features and usability ratings that predict user satisfaction
    8.8
    Quality of Support
    Average: 9.3
    8.0
    Opportunity Identification
    Average: 8.5
    7.6
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Sajal G.
    SG
    The best part about Revegy is that it provides complete sales solutions. In Revegy, we don't need extra CRM or Excel tools to manage leads and... Read review
    Verified User in Computer Software
    UC
    Revegy has transformed our account planning and sales processes. The visual account planning features are amazing, allows us to map out complex... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Revegy
    Company Website
    Year Founded
    2005
    HQ Location
    Atlanta, GA
    Twitter
    @Revegy
    693 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revegy is the leading sales execution platform for key account management. We help sales organizations understand complex relationships, navigate competing interests, and identify white space where th

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Enterprise
  • 20% Mid-Market
Revegy features and usability ratings that predict user satisfaction
8.8
Quality of Support
Average: 9.3
8.0
Opportunity Identification
Average: 8.5
7.6
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Sajal G.
SG
The best part about Revegy is that it provides complete sales solutions. In Revegy, we don't need extra CRM or Excel tools to manage leads and... Read review
Verified User in Computer Software
UC
Revegy has transformed our account planning and sales processes. The visual account planning features are amazing, allows us to map out complex... Read review
Seller Details
Seller
Revegy
Company Website
Year Founded
2005
HQ Location
Atlanta, GA
Twitter
@Revegy
693 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
(51)5.0 out of 5
1st Easiest To Use in Customer Revenue Optimization software
Save to My Lists
Entry Level Price:Starting at $10.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    We unleash the power of Account Planning & Relationship Management from the comfort of your Salesforce. Drive revenue excellence with your entire team to optimize success Squivr's Relationship M

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 41% Small-Business
    • 37% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Squivr features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.3
    9.7
    Opportunity Identification
    Average: 8.5
    9.9
    Playbooks
    Average: 8.4
    6.3
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Gary S.
    GS
    Automation of milestone creation from field updates or record creation. Read review
    Phillip H.
    PH
    This is the first org charting and process management tool that I have used that is easy and intuitive. The milestone feature drives efficiencies... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Squivr
    Year Founded
    2018
    HQ Location
    Denver, CO
    Twitter
    @Squivr1
    167 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

We unleash the power of Account Planning & Relationship Management from the comfort of your Salesforce. Drive revenue excellence with your entire team to optimize success Squivr's Relationship M

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 41% Small-Business
  • 37% Mid-Market
Squivr features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.3
9.7
Opportunity Identification
Average: 8.5
9.9
Playbooks
Average: 8.4
6.3
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Gary S.
GS
Automation of milestone creation from field updates or record creation. Read review
Phillip H.
PH
This is the first org charting and process management tool that I have used that is easy and intuitive. The milestone feature drives efficiencies... Read review
Seller Details
Seller
Squivr
Year Founded
2018
HQ Location
Denver, CO
Twitter
@Squivr1
167 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
(134)4.5 out of 5
15th Easiest To Use in Customer Revenue Optimization software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

    Users
    • Customer Success Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 22% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CustomerSuccessBox features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.5
    8.8
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Computer Software
    UC
    It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    San Francisco, California
    Twitter
    @CustSuccessBox
    752 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for

Users
  • Customer Success Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 22% Small-Business
CustomerSuccessBox features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.5
8.8
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Computer Software
UC
It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Read review
Seller Details
Year Founded
2018
HQ Location
San Francisco, California
Twitter
@CustSuccessBox
752 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
(18)4.7 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 39% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Kapta features and usability ratings that predict user satisfaction
    9.4
    Quality of Support
    Average: 9.3
    8.3
    Opportunity Identification
    Average: 8.5
    8.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Tony R.
    TR
    Account planning tool for all departments to share. One place where Sales, Client Services, and other departments can each view the "big picture"... Read review
    Lindsay B.
    LB
    Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Kapta
    Year Founded
    2008
    HQ Location
    Boulder, CO.
    Twitter
    @kapta
    1,563 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Account Management Software Reimagined Prioritize customer retention. Accelerate revenue growth. Transform client relationships. Scale your team with ease. Kapta's software allows Account Management

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 39% Small-Business
Kapta features and usability ratings that predict user satisfaction
9.4
Quality of Support
Average: 9.3
8.3
Opportunity Identification
Average: 8.5
8.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Tony R.
TR
Account planning tool for all departments to share. One place where Sales, Client Services, and other departments can each view the "big picture"... Read review
Lindsay B.
LB
Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note... Read review
Seller Details
Seller
Kapta
Year Founded
2008
HQ Location
Boulder, CO.
Twitter
@kapta
1,563 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sales performance is more than a number. Pipeline generated, quota attained, leads converted, and total bookings give a snapshot of how your sellers performed in the past—but these metrics don’t indic

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 57% Mid-Market
    • 27% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ambition features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    10.0
    Opportunity Identification
    Average: 8.5
    9.7
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Eric W.
    EW
    The UI/UX is spot on with Ambition. When I was first implementing it a few months back, I likened the setup to an 'Apple-esque' experience where... Read review
    MR
    i like the Interface,looks pretty sharp. Integration with our system was pretty easy Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ambition
    Year Founded
    2013
    HQ Location
    Chattanooga, Tennesse
    Twitter
    @AmbitionSales
    2,652 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sales performance is more than a number. Pipeline generated, quota attained, leads converted, and total bookings give a snapshot of how your sellers performed in the past—but these metrics don’t indic

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 57% Mid-Market
  • 27% Enterprise
Ambition features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
10.0
Opportunity Identification
Average: 8.5
9.7
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Eric W.
EW
The UI/UX is spot on with Ambition. When I was first implementing it a few months back, I likened the setup to an 'Apple-esque' experience where... Read review
MR
i like the Interface,looks pretty sharp. Integration with our system was pretty easy Read review
Seller Details
Seller
Ambition
Year Founded
2013
HQ Location
Chattanooga, Tennesse
Twitter
@AmbitionSales
2,652 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
(30)4.4 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Kizen helps enterprise leaders empower their teams with unprecedented autonomy, efficiency, and agility. Integrate with your current tech stack or power all of your data, sales, marketing, HR, and ope

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 63% Small-Business
    • 27% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Kizen features and usability ratings that predict user satisfaction
    9.3
    Quality of Support
    Average: 9.3
    7.9
    Opportunity Identification
    Average: 8.5
    6.3
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • WN
    Kizen is an intuitive CRM that is easy to use without much prior experience. The timeline that tracks all communication with individual clients is... Read review
    Verified User in Marketing and Advertising
    AM
    Kizen’s Sales CRM is hugely underrated. Not only does it allow for seamless communication within sales teams and inter-departmental collaboration,... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    KIZEN
    Year Founded
    2018
    HQ Location
    Austin, Texas
    LinkedIn® Page
    www.linkedin.com
    35 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Kizen helps enterprise leaders empower their teams with unprecedented autonomy, efficiency, and agility. Integrate with your current tech stack or power all of your data, sales, marketing, HR, and ope

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 63% Small-Business
  • 27% Mid-Market
Kizen features and usability ratings that predict user satisfaction
9.3
Quality of Support
Average: 9.3
7.9
Opportunity Identification
Average: 8.5
6.3
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
WN
Kizen is an intuitive CRM that is easy to use without much prior experience. The timeline that tracks all communication with individual clients is... Read review
Verified User in Marketing and Advertising
AM
Kizen’s Sales CRM is hugely underrated. Not only does it allow for seamless communication within sales teams and inter-departmental collaboration,... Read review
Seller Details
Seller
KIZEN
Year Founded
2018
HQ Location
Austin, Texas
LinkedIn® Page
www.linkedin.com
35 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Boomerang AI identifies your biggest customer advocates, monitors them for high-value triggers like job changes, new onboarding complete and renewals, and automatically follows up with them to book me

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 68% Mid-Market
    • 21% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Boomerang features and usability ratings that predict user satisfaction
    9.5
    Quality of Support
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    8.3
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Suvikas B.
    SB
    For any marketing/GTM leader, what matters most is to generate a healthy pipeline coverage without burning a lot of cash. Boomerang takes ABM to... Read review
    KS
    I like that I can send and email and forget about it because Boomerang will notify me if they don't respond in a certain amount of time. It is easy... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Boomerang
    Year Founded
    2020
    HQ Location
    San Francisco, US
    Twitter
    @GetBoomerangAI
    56 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    45 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Boomerang AI identifies your biggest customer advocates, monitors them for high-value triggers like job changes, new onboarding complete and renewals, and automatically follows up with them to book me

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 68% Mid-Market
  • 21% Small-Business
Boomerang features and usability ratings that predict user satisfaction
9.5
Quality of Support
Average: 9.3
0.0
No information available
0.0
No information available
8.3
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Suvikas B.
SB
For any marketing/GTM leader, what matters most is to generate a healthy pipeline coverage without burning a lot of cash. Boomerang takes ABM to... Read review
KS
I like that I can send and email and forget about it because Boomerang will notify me if they don't respond in a certain amount of time. It is easy... Read review
Seller Details
Seller
Boomerang
Year Founded
2020
HQ Location
San Francisco, US
Twitter
@GetBoomerangAI
56 Twitter followers
LinkedIn® Page
www.linkedin.com
45 employees on LinkedIn®
(464)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$65.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption ra

    Users
    • President
    • Director
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 71% Small-Business
    • 22% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pipeliner CRM features and usability ratings that predict user satisfaction
    9.2
    Quality of Support
    Average: 9.3
    10.0
    Opportunity Identification
    Average: 8.5
    10.0
    Playbooks
    Average: 8.4
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Verified User in Construction
    UC
    I use Pipeliner as a basic CRM to manage contacts/accounts and like the easily customizable fields. Newly developed features that I utilize are... Read review
    Mike M.
    MM
    Pipeliner had a nice visual appeal and served us well for basic CRM tasks. As referenced by the name, the strongest feature was tracking sales... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2007
    HQ Location
    Los Angeles, CA
    Twitter
    @PipelinerCRM
    8,665 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    132 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption ra

Users
  • President
  • Director
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 71% Small-Business
  • 22% Mid-Market
Pipeliner CRM features and usability ratings that predict user satisfaction
9.2
Quality of Support
Average: 9.3
10.0
Opportunity Identification
Average: 8.5
10.0
Playbooks
Average: 8.4
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Construction
UC
I use Pipeliner as a basic CRM to manage contacts/accounts and like the easily customizable fields. Newly developed features that I utilize are... Read review
Mike M.
MM
Pipeliner had a nice visual appeal and served us well for basic CRM tasks. As referenced by the name, the strongest feature was tracking sales... Read review
Seller Details
Company Website
Year Founded
2007
HQ Location
Los Angeles, CA
Twitter
@PipelinerCRM
8,665 Twitter followers
LinkedIn® Page
www.linkedin.com
132 employees on LinkedIn®