Best Revenue AI Platforms

Julie Jung
JJ
Researched and written by Julie Jung

Revenue AI platforms use AI agents to execute key sales-related activities that accelerate productivity for revenue outcomes. The AI agents make decisions or recommend next steps based on revenue intelligence and customer interaction insights pulled from customer relationship management (CRM) software or other data sources such as communication, meeting tools, or public data.

These task-specific AI agents turn these insights into action to help sales representatives handle tedious or routine tasks, and orchestrate workflows across revenue operations, sales, marketing, and customer success teams. Revenue AI platforms enable revenue operations (RevOps) and go-to-market (GTM) teams to enhance forecasting, pipeline management, coaching, and customer engagement. They achieve this by proactively prompting the right actions within organizational workflows, resulting in greater efficiency, consistency, and speed.

Revenue AI platforms use AI agents that function as delegates to proactively handle well-defined or purpose-built tasks, typically within configured guardrails, by taking action such as sending emails, summarizing conversations, booking meetings, conducting research, and keeping CRM information updated. This differs from AI sales assistants, which are tools that primarily serve as copilots. Unlike revenue AI platforms, AI sales assistant tools are typically reactive and respond to a sales rep’s requests using AI, such as summarizing calls, drafting follow-ups, recommending messaging, and suggesting CRM updates, with these tasks usually relying on human input before anything is approved or sent.

Revenue AI platforms provide most of the same features of revenue operations & intelligence software. However, revenue AI platforms go beyond RO&I by unifying data capture, analysis, and execution into a single system, with AI agents supporting every stage of the revenue lifecycle in real time.

To qualify for inclusion in the Revenue AI Platforms category, a product must:

Offer built-in AI agents that can be configured or embedded into revenue workflows to perform tasks or recommend next steps
Allow for human-in-loop capabilities to ensure accuracy and viability of an AI agent
Be able to access and analyze customer interaction data connected from various channels and integrations such as CRM, communication tools, or other data sources
Leverage AI-powered insights and ML or LLMs to detect patterns or recommendations from revenue interactions to improve forecasting, predictability, pipeline management, and contextual relevance for making decisions
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Best Revenue AI Platforms At A Glance

Leader:
Agentforce Sales (formerly Salesforce Sales Cloud)
Agentforce Sales (formerly Salesforce Sales Cloud)
Easiest to Use:
Agentforce Sales (formerly Salesforce Sales Cloud)
Agentforce Sales (formerly Salesforce Sales Cloud)
Top Trending:
6sense Revenue Marketing
6sense Revenue Marketing
Best Free Software:
Agentforce Sales (formerly Salesforce Sales Cloud)
Agentforce Sales (formerly Salesforce Sales Cloud)
Show LessShow More
Top Trending:
6sense Revenue Marketing
6sense Revenue Marketing
Best Free Software:
Agentforce Sales (formerly Salesforce Sales Cloud)
Agentforce Sales (formerly Salesforce Sales Cloud)

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.

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30 Listings in Revenue AI Platforms Available
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Agentforce Sales (formerly Salesforce Sales Cloud)
(25,503)4.4 out of 5
Entry Level Price:$25.00
1st Easiest To Use in Revenue AI Platforms software
View top Consulting Services for Agentforce Sales (formerly Salesforce Sales Cloud)
OverviewPros and Cons
Product Description

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 pr

Users: Account Executive, Account Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 46% Mid-Market, 34% Enterprise
User Sentiment

Users like the platform's flexibility, automation features, and detailed reporting, which reduce manual effort and provide real-time visibility into performance. Users reported that Salesforce Sales Cloud can be complex and overwhelming for new users, with a steep learning curve and potentially high costs for additional features and support.

Pros and ConsSeller Details
ProsEase of Use, Features, Lead Management, Customization, Customizability
ConsLearning Curve, Limitations, Missing Features, Limited Features, Expensive
Seller Details
Seller
Salesforce
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
580,771 Twitter followers
LinkedIn® Page
www.linkedin.com
86,064 employees on LinkedIn®
Gong
(6,521)4.7 out of 5
View top Consulting Services for Gong
OverviewPros and Cons
Product Description

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 a

Users: Account Executive, Customer Success Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 69% Mid-Market, 18% Enterprise
User Sentiment

Reviewers like the AI features that summarize calls, assist with follow-ups, and provide valuable insights, as well as the platform's ease of use and integration with other systems. Users experienced issues with the platform's search functionality, occasional bugs, and a complex initial setup, and some found the amount of data and features overwhelming.

Pros and ConsSeller Details
ProsHelpful, Ease of Use, Call Recording, AI Summary, Accuracy
ConsCall Issues, Recording Issues, AI Inaccuracy, AI Limitations, Accuracy Issues
Seller Details
Seller
Gong
Company Website
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@Gong_io
7,611 Twitter followers
LinkedIn® Page
www.linkedin.com
2,442 employees on LinkedIn®
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6sense Revenue Marketing
(1,356)4.3 out of 5
Entry Level Price:Contact Us
2nd Easiest To Use in Revenue AI Platforms software
View top Consulting Services for 6sense Revenue Marketing
OverviewPros and Cons
Product Description

6sense Revenue Marketing is a B2B revenue marketing and account-based go-to-market (GTM) platform that helps marketing and revenue teams identify in-market accounts, prioritize buying groups, and exec

Users: Account Executive, Sales Development Representative · Industries: Computer Software, Information Technology and Services · Market Segment: 54% Mid-Market, 36% Enterprise
Pros and ConsSeller Details
ProsIntent Data, Ease of Use, Features, Lead Generation, Buyer Intent
ConsSteep Learning Curve, Learning Curve, Learning Difficulty, Complexity, Missing Features
Seller Details
Seller
6sense
Company Website
Year Founded
2013
HQ Location
San Francisco, CA
Twitter
@6senseInc
16,970 Twitter followers
LinkedIn® Page
www.linkedin.com
1,554 employees on LinkedIn®
Clari
(5,589)4.6 out of 5
View top Consulting Services for Clari
OverviewPros and Cons
Product Description

Clari's revenue platform improves efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams total visibility into their business to drive process rigor, align

Users: Account Executive, Account Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 47% Mid-Market, 41% Enterprise
User Sentiment

Reviewers appreciate Clari's bi-directional write capability with CRM, real-time signals, and its advanced resources to analyze financial transactions and predict results for business's commercial interests. Reviewers mentioned issues with Clari's mobile functionality, synchronization with CRM, and the complexity of the platform for new users, as well as the need for more robust mapping and reporting features.

Pros and ConsSeller Details
ProsEase of Use, Features, Helpful, Forecasting, Salesforce Integration
ConsLearning Curve, Limitations, Missing Features, Limited Customization, Not Intuitive
Seller Details
Seller
Salesloft
Company Website
Year Founded
2011
HQ Location
Atlanta, GA
Twitter
@Salesloft
18,466 Twitter followers
LinkedIn® Page
www.linkedin.com
1,145 employees on LinkedIn®
Glyphic
(41)4.9 out of 5
OverviewPros and Cons
Product Description

Glyphic is a type of B2B AI software solution designed to assist modern revenue teams in enhancing their sales processes. By leveraging artificial intelligence, Glyphic addresses the critical gap betw

Users: Account Executive · Industries: Computer Software, Information Technology and Services · Market Segment: 56% Mid-Market, 41% Small-Business
User Sentiment

Reviewers frequently mention that Glyphic streamlines follow-up processes, saves time, improves accuracy, integrates seamlessly with existing systems, enhances team productivity, and provides valuable coaching feedback, making it an indispensable tool for sales teams. Users experienced challenges with some advanced features requiring time to fully configure and understand, lack of customization options and native integrations, software only available in English, lack of a public-facing API for easy integration with other tools, and inaccuracies in transcription especially in calls with background noise, overlapping speakers, or strong accents.

Pros and ConsSeller Details
ProsEase of Use, Time-saving, Accuracy, Conversation Analysis, Features
ConsInaccuracy, Integration Issues, Recording Issues, AI Limitations, Complexity
Seller Details
Seller
Glyphic
Company Website
Year Founded
2022
HQ Location
London, England
Twitter
@GlyphicAI
99 Twitter followers
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
Aviso
(956)4.4 out of 5
OverviewPros and Cons
Product Description

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: 43% Mid-Market, 42% Enterprise
User Sentiment

Users like Aviso's intuitive and user-friendly interface, its ability to provide a comprehensive overview of sales forecasts and pipelines, and its time-saving features such as automatic updates and easy customization. Users reported issues with Aviso's data synchronization with Salesforce, occasional system lags and crashes, and a steep learning curve for understanding and utilizing all of its features.

Pros and ConsSeller Details
ProsEase of Use, Forecasting, Features, User Interface, Efficiency
ConsLearning Curve, Slow Loading, Inaccurate Data, Missing Features, Slow Performance
Seller Details
Seller
Aviso, Inc.
Company Website
Year Founded
2014
HQ Location
Redwood City, CA
Twitter
@AvisoInc
905 Twitter followers
LinkedIn® Page
www.linkedin.com
351 employees on LinkedIn®
Revenue.io
(574)4.7 out of 5
OverviewPros and Cons
Product Description

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 predictab

Users: Customer Service Representative, Account Manager · Industries: Computer Software, Financial Services · Market Segment: 59% Mid-Market, 22% Small-Business
Pros and ConsSeller Details
ProsCustomer Support, Ease of Use, Helpful, Easy Setup, Salesforce Integration
ConsCall Issues, Missing Features, Limited Features, Connection Issues, Dialer Issues
Seller Details
Seller
Revenue.io
Year Founded
2012
HQ Location
Los Angeles, CA
Twitter
@revenue_io
4,291 Twitter followers
LinkedIn® Page
www.linkedin.com
103 employees on LinkedIn®
Call Optix
(5)4.9 out of 5
Entry Level Price:Starting at $0.06
OverviewPros and Cons
Product Description

Call Optix is an AI-powered sales intelligence and voice analytics platform built for revenue teams that refuse to let critical insights slip through the cracks. In a market where customer conversatio

Market Segment: 60% Small-Business, 40% Mid-Market
Pros and ConsSeller Details
ProsAccuracy, Automation, Call Recording, Ease of Use, Helpful
ConsLearning Curve, Admin Challenges, App Stability, Call Issues, Connectivity Issues
Seller Details
Seller
Call Optix
Year Founded
2023
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
AskElephant
(17)4.9 out of 5
OverviewPros and Cons
Product Description

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 al

Industries: Computer Software · Market Segment: 59% Small-Business, 24% Mid-Market
Pros and ConsSeller Details
ProsAutomation, Customer Support, Time-saving, Ease of Use, Helpful
ConsLearning Curve, Limited Customization, Poor Search Functionality
Seller Details
Seller
AskElephant
Year Founded
2023
HQ Location
Draper, US
LinkedIn® Page
www.linkedin.com
43 employees on LinkedIn®
Bigmind
(2)5.0 out of 5
Entry Level Price:Contact Us
OverviewSeller Details
Product Description

Bigmind analyzes every email, meetings & call interaction and augments your CRM data to flag risks, and prescribe actions through AI agents that monitor activity, surface actionable insights, and

Market Segment: 100% Mid-Market
Seller Details
Seller
Bigmind
Year Founded
2025
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Jiminny
(919)4.6 out of 5
Entry Level Price:Contact Us
OverviewPros and Cons
Product Description

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

Users: Account Executive, Customer Success Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 62% Mid-Market, 31% Small-Business
Pros and ConsSeller Details
ProsHelpful, Ease of Use, Call Recording, AI Summary, Recording
ConsCall Issues, AI Inaccuracy, Accuracy Issues, AI Limitations, Poor Transcription
Seller Details
Seller
Jiminny
Company Website
Year Founded
2016
HQ Location
London, England
Twitter
@JiminnyInc
387 Twitter followers
LinkedIn® Page
www.linkedin.com
59 employees on LinkedIn®
Lineer
(2)5.0 out of 5
Entry Level Price:Free
OverviewSeller Details
Product Description

Lineer was founded in Sydney and is a type of AI sales automation solution that helps B2B sales teams manage personalised outreach, follow-up, and relationship nurturing at scale by deploying a dedica

Market Segment: 50% Mid-Market, 50% Small-Business
Seller Details
Seller
Lineer
HQ Location
Sydney, Australia
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Ownership
Privately Held
People.ai
(629)4.5 out of 5
OverviewPros and Cons
Product Description

People.ai is the AI data platform that gives revenue teams the answers they need to win. Since 2016, People.ai has been transforming how go-to-market teams drive revenue by automatically capturing

Users: Account Executive, Account Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 56% Enterprise, 39% Mid-Market
Pros and ConsSeller Details
ProsHelpful, CRM Integration, Customer Support, Customization, Ease of Use
Seller Details
Seller
People.ai
Company Website
Year Founded
2016
HQ Location
San Francisco, US
Twitter
@ppl_ai
1,906 Twitter followers
LinkedIn® Page
www.linkedin.com
217 employees on LinkedIn®
MaxIQ
(35)4.9 out of 5
Entry Level Price:Contact Us
OverviewPros and Cons
Product Description

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 b

Industries: Information Technology and Services, Computer Software · Market Segment: 71% Enterprise, 26% Mid-Market
User Sentiment

Reviewers appreciate the AI-driven insights, the unified dashboard providing a 360° view of customer accounts, and the ease of drilling into the pipeline to identify opportunities and risks. Reviewers noted that the platform has a steep learning curve, especially for teams used to traditional CRM workflows, and lacks flexibility in dashboard customization and advanced custom reporting features.

Pros and ConsSeller Details
ProsForecasting, Ease of Use, Helpful, Accuracy, Intuitive
ConsLearning Curve, Integration Issues, Limited Customization, Inadequate Reporting, Dashboard Issues
Seller Details
Seller
MaxIQ
Company Website
Year Founded
2022
HQ Location
San Francisco, California, United States
Twitter
@getmaxiq
8 Twitter followers
LinkedIn® Page
www.linkedin.com
54 employees on LinkedIn®
Nektar.ai
(45)4.7 out of 5
OverviewPros and Cons
Product Description

Nektar is the only revenue data automation platform that ensures complete, granular, and accurate buyer contact and engagement data in Salesforce and Snowflake with AI and automation and zero user ado

Industries: Computer Software, Information Technology and Services · Market Segment: 87% Mid-Market, 9% Small-Business
Pros and ConsSeller Details
ProsEase of Use, Customer Support, Efficiency, Helpful, Easy Setup
ConsCRM Integration, Limited Customization, Email Issues, Inadequate Reporting, Integration Issues
Seller Details
Seller
Nektar.ai
Year Founded
2020
HQ Location
San Francisco, California
Twitter
@AiNektar
221 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®
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