# 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 (24,666 reviews) | Full-Funnel Deal Control | "[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)" | | 2 | [Gong](https://www.g2.com/products/gong/reviews) | 4.7/5.0 (6,504 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 (5,501 reviews) | Precision Forecasting | "[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)" | | 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 (578 reviews) | Process-Driven Guided Selling | "[Seamless Salesforce Integration That Saves Hours with Automated Multi-Channel Outreach](https://www.g2.com/survey_responses/revenue-grid-review-13091960)" | | 6 | [GTM Studio - Powered by ZoomInfo](https://www.g2.com/products/gtm-studio-powered-by-zoominfo/reviews) | 4.5/5.0 (3,395 reviews) | — | "[Account Exectuive](https://www.g2.com/survey_responses/gtm-studio-powered-by-zoominfo-review-9414756)" | | 7 | [Aviso](https://www.g2.com/products/aviso/reviews) | 4.3/5.0 (973 reviews) | Forecast governance inside Salesforce-linked pipelines | "[Streamlines Forecasting with Intuitive Insights](https://www.g2.com/survey_responses/aviso-review-12792275)" | | 8 | [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)" | | 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 (9,356 reviews) | Signal-Driven Outbound | "[Apollo.io’s All-in-One Sales Platform That Supercharges Efficiency](https://www.g2.com/survey_responses/apollo-io-review-13069391)" | --- ## 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. ## G2 Grid® for Revenue Operations & Intelligence (RO&I) Software ![G2 Grid® for Revenue Operations & Intelligence (RO&I) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/grids.png?focus%5B%5D=506&focus%5B%5D=24724&focus%5B%5D=7788&focus%5B%5D=1333617&focus%5B%5D=24725&focus%5B%5D=135441&focus%5B%5D=4470&focus%5B%5D=1447657) Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), Gong, Clari, Substrata, Revenue Grid, GTM Studio - Powered by ZoomInfo, Aviso, and MaxIQ. Underlying data: [Grid® JSON](https://www.g2.com/categories/revenue-operations-intelligence-ro-i/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=gong&focus%5B%5D=clari&focus%5B%5D=substrata-substrata&focus%5B%5D=revenue-grid&focus%5B%5D=gtm-studio-powered-by-zoominfo&focus%5B%5D=aviso&focus%5B%5D=maxiq) ## How Many Revenue Operations & Intelligence (RO&I) Software Products Does G2 Track? **Total Products under this Category:** 147 ### Category Stats (Jul 2026) - **Average Rating**: 4.66/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Default (+1.65%) - Among all products in this category, Default recorded the largest rating increase compared to last month *Last updated: July 13, 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 - 73,700+ Authentic Reviews - 147+ 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** ### Opine AI Presales Platform Opine is the first AI-powered presales automation platform that helps Sales Engineers (SEs) turn complex technical evaluations into a repeatable, trackable, and scalable process. 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[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%5Bchosen_at%5D=2026-07-14T07%3A15%3A22Z&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=1439600&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%3Fpage%3D3&secure%5Btoken%5D=12d18481dcc8f85f5fb0d32835cb1291acdcf7e6dc20970a5f19952f110eb87b&secure%5Burl%5D=https%3A%2F%2Ftryopine.com%2Fschedule&secure%5Burl_type%5D=book_demo) --- ## 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:** 24,666 **How Do G2 Users Rate Agentforce Sales (formerly Salesforce Sales Cloud)?** - **Ease of Use:** 8.2/10 (Category avg: 9.0/10) - **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 love the **ease of use** of Agentforce Sales, streamlining workflows and enhancing productivity effortlessly. - Users appreciate the **straightforward flow of leads to accounts** in Agentforce Sales, enhancing team productivity and visibility. - Users value the **360-degree view and seamless integration** of Agentforce Sales, enhancing productivity and lead management. - Users value the **centralized customer data** from Salesforce Sales Cloud, enhancing efficiency in managing leads and relationships. - Users appreciate the **seamless integration capabilities** of Salesforce Sales Cloud, enhancing workflows and internal system connections significantly. **Cons:** - Users find the **learning curve steep** , struggling with complex setups and poor mobile user experience. - Users express frustration over **limited package options** and difficulties navigating security layers post-Hyperforce migration. - Users find the **complexity of configurations** overwhelming, especially with excessive options complicating the sales process. - Users find the product **expensive** compared to alternatives, making it less appealing for smaller businesses. - Users find the **limited features** of Agentforce Sales restrictive, feeling the need for more comprehensive options in packages. #### What Are Recent G2 Reviews of Agentforce Sales (formerly Salesforce Sales Cloud)? **"[Make Sales Management Simple and Efficient](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068)"** **Rating:** 4.5/5.0 stars *— DEVIL K.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-13046068) --- **"[Powerful, Customizable Sales Platform—But Needs Onboarding to Tame Complexity](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463)"** **Rating:** 4.0/5.0 stars *— Samiksha R.* [Read full review](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12936463) --- #### 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:** 6,504 **How Do G2 Users Rate Gong?** - **Ease of Use:** 9.3/10 (Category avg: 9.0/10) - **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/ (2,605 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 **AI functionality** invaluable for saving time and summarizing communications efficiently. - Users enjoy the **ease of use** of Gong, finding it user-friendly and efficient for accessing important sales insights. - Users value the **efficient call recording** feature of Gong, enhancing productivity and providing actionable insights for improvement. - Users value the **accuracy** of Gong, highlighting its effective call summaries and speech rate management features. - Users appreciate how Gong serves as a **time-saving and intuitive tool** that offers valuable insights for sales management. **Cons:** - Users experience **call tracking issues** with Gong, leading to difficulties in accessing and locating past calls. - Users struggle with **recording issues** , including random failures and difficulty locating past calls, impacting usability. - Users experience **AI inaccuracy** , noting issues with real-time analysis and unsatisfactory search functionality. - Users note the **limitations of AI analysis and coaching** , affecting integration and accuracy in their workflows. - Users note the **missing features** in Gong, particularly in analytics, filters, and real-time AI capabilities. #### 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:** 5,501 **How Do G2 Users Rate Clari?** - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **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/ (1,097 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:** - Forecasting (486 reviews) - Features (365 reviews) - Helpful (287 reviews) - Forecasting Ease (280 reviews) - Intuitive (246 reviews) **Cons:** - Limitations (186 reviews) - Limited Customization (150 reviews) - Learning Curve (147 reviews) - Missing Features (147 reviews) - Salesforce Integration (131 reviews) ### What Do G2 Reviewers Say About Clari? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Clari's Forecasting, facilitating quick updates and tracking against quotas seamlessly. - Users value Clari's **real-time updates and seamless Salesforce integration** , greatly enhancing their sales workflow and opportunity management. - Users find Clari **extremely helpful** for managing forecasts and dashboards, simplifying the administration process significantly. - Users value the **forecasting ease** of Clari, enabling efficient sales meetings and quick updates without distraction. - Users appreciate the **intuitive design** of Clari, fostering seamless navigation and efficient updates for better decision-making. **Cons:** - Users find **customization limitations** in Clari, facing challenges in tailoring it to unique business needs. - Users experience **limited customization** with Clari, hindering their ability to meet unique business needs effectively. - Users note a **steep learning curve** with Clari, primarily due to initial configuration and confusing UI navigation. - Users find that Clari lacks **essential features** , such as effective filtering and customization options for better usability. - Users experience **data reflection delays** between Salesforce and Clari, complicating their reporting and navigation efforts. #### 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) --- **"[Clari Platform Review from a RevOps Perspective](https://www.g2.com/survey_responses/clari-review-12400239)"** **Rating:** 5.0/5.0 stars *— Matt D.* [Read full review](https://www.g2.com/survey_responses/clari-review-12400239) --- #### 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: 9.0/10) - **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 (550 reviews) - Helpful (468 reviews) - Conversation Analysis (401 reviews) - Insights (349 reviews) - Time-saving (283 reviews) **Cons:** - Learning Curve (316 reviews) - Limited Customization (148 reviews) - Complexity (118 reviews) - Time-Consuming (103 reviews) - Dashboard Issues (100 reviews) ### What Do G2 Reviewers Say About Substrata? *AI-generated summary from verified user reviews* **Pros:** - Users value Substrata's **accuracy** in communication, enhancing clarity and relevancy for stakeholders and entrepreneurs alike. - Users highlight Substrata's **effective project organization** and streamlined procurement features that enhance communication and decision-making. - Users value Substrata for its **clarity and strategic insight** in improving communication with entrepreneurs and stakeholders. - Users value Substrata for its **precise client engagement tracking** and effective communication enhancement tools, boosting message impact. - Users find that Substrata's features significantly **save time** , enhancing their efficiency in managing sales processes. **Cons:** - Users find the **steep learning curve** of Substrata challenging, requiring time to effectively utilize the platform. - Users express a desire for increased **customization options** in Substrata to better suit diverse user needs and roles. - Users find the **initial setup and interface overwhelming** , which complicates the analysis and learning experience. - Users find that the **time-consuming setup and analysis** can hinder quick access to essential insights. - Users find the **dashboard overwhelming** initially, requiring time and effort to learn and customize effectively. #### 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:** 578 **How Do G2 Users Rate Revenue Grid?** - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **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:** 48% Mid-Market, 41% Small-Business #### What Are Revenue Grid's Pros and Cons? **Pros:** - Ease of Use (41 reviews) - Salesforce Integration (37 reviews) - Integrations (34 reviews) - Helpful (29 reviews) - Customer Support (26 reviews) **Cons:** - Missing Features (8 reviews) - Technical Issues (7 reviews) - Learning Curve (6 reviews) - Limitations (6 reviews) - Slow Loading (6 reviews) ### What Do G2 Reviewers Say About Revenue Grid? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Revenue Grid, appreciating its seamless integration and straightforward setup process. - Users value the **seamless Salesforce integration** of Revenue Grid, enhancing productivity directly within Outlook. - Users value the **sophisticated integrations** of Revenue Grid, enhancing Salesforce connectivity and streamlining email management. - Users commend the **exceptional support** provided by Revenue Grid, noting prompt responses and efficient resolutions for their needs. - Users commend the **attentive customer support** of Revenue Grid, enhancing their overall experience and satisfaction. **Cons:** - Users find the **missing features** in Revenue Grid limit integration options and overall functionality with their preferred apps. - Users experience **technical issues** during initial setup and occasional glitches, affecting overall functionality and email tracking. - Users experience a **slight learning curve** , requiring time and support to configure Revenue Grid effectively. - Users find the **rigid CSV template** limiting and desire more search options to enhance their experience. - Users experience **slow loading** times with Revenue Grid, occasionally requiring a restart of Outlook for access. #### What Are Recent G2 Reviews of Revenue Grid? **"[Seamless Salesforce Integration That Saves Hours with Automated Multi-Channel Outreach](https://www.g2.com/survey_responses/revenue-grid-review-13091960)"** **Rating:** 5.0/5.0 stars *— Barbara A.* [Read full review](https://www.g2.com/survey_responses/revenue-grid-review-13091960) --- **"[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: 9.0/10) **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 (28 reviews) - Lead Generation (27 reviews) - Ease of Use (25 reviews) - Data Accuracy (21 reviews) - Data Quality (21 reviews) **Cons:** - Expensive (17 reviews) - Data Inaccuracy (13 reviews) - Cost (12 reviews) - Complexity (10 reviews) - Learning Curve (10 reviews) ### What Do G2 Reviewers Say About GTM Studio - Powered by ZoomInfo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **accurate data and intuitive automations** in GTM Studio, enhancing campaign management and audience targeting. - Users value the **high-quality lead generation** capabilities of GTM Studio, enhancing targeted marketing and prospect engagement. - Users appreciate the **ease of use** of GTM Studio, finding it intuitive and efficient for their marketing needs. - Users value the **accurate data** provided by GTM Studio, enhancing their targeting and campaign effectiveness immensely. - Users value the **accuracy and depth of data** in GTM Studio, enhancing lead targeting and conversion rates effectively. **Cons:** - Users feel that the **expensive pricing** of GTM Studio is a significant drawback, impacting overall satisfaction. - Users experience **data inaccuracy** with GTM Studio, leading to verification delays and wasted outreach efforts. - Users feel the product is **expensive** , suggesting that lower pricing could enhance its overall appeal and accessibility. - Users find the tool's **complexity overwhelming** , especially when managing multiple features and contacts simultaneously. - Users find the **learning curve steep** , making it challenging for new users to master all features 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. [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:** 973 **How Do G2 Users Rate Aviso?** - **Ease of Use:** 8.4/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.1/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.4/10 (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/ (373 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% 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** in Aviso, benefiting from intuitive filters and clean dashboards for quick access. - Users commend the **AI prediction feature** in Aviso that enhances quarterly forecasting and focuses on individual performance. - Users appreciate the **user-friendly and comprehensive features** of Aviso, enhancing their sales forecasting experience. - Users appreciate the **clean and organized user interface** of Aviso, allowing for efficient navigation and valuable insights. - Users commend Aviso for its **efficiency** , simplifying forecasts and enhancing data organization for better decision-making. **Cons:** - Users struggle with a **challenging learning curve** , finding setup and prospect additions time-consuming and confusing. - Users experience **slow loading times** with Aviso, often waiting 10+ seconds for each page to refresh. - Users experience **inaccurate data** with Salesforce integration, causing issues with opportunity tracking and unreliable AI forecasts. - Users find Aviso's **missing features** limiting and seek improvements for more efficient forecasting and usability. - Users report **slow performance** with Aviso, facing lag, freezes, and long load times affecting their 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) --- **"[Aviso Simplifies Sales Forecasting and Keeps Us on Track](https://www.g2.com/survey_responses/aviso-review-10761402)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/aviso-review-10761402) --- #### What Are G2 Users Discussing About Aviso? - [What is Aviso used for?](https://www.g2.com/discussions/what-is-aviso-used-for) ### 8. [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: 9.0/10) - **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 value the **AI-driven insights** of MaxIQ for enhanced accuracy and clarity in forecasting and pipeline management. - Users appreciate the **ease of use** of MaxIQ, as it streamlines workflows with an intuitive and efficient design. - Users find MaxIQ's **AI-driven insights** invaluable for making accurate forecasts and identifying opportunities early in the deal cycle. - Users value the **accuracy** of MaxIQ, enhancing visibility and reliability in forecasts for improved sales strategies. - Users find MaxIQ **intuitive and efficient** , seamlessly organizing tasks without any complicated setup or learning curve. **Cons:** - Users note a **steep learning curve** with MaxIQ, requiring time to adapt, especially for traditional CRM users. - Users face **integration issues** with MaxIQ, requiring time and effort to configure and embed necessary third-party tools. - Users desire greater **customization options** in MaxIQ, seeking more flexibility for a smoother and personalized experience. - Users find the **inadequate reporting** features of MaxIQ limit deeper analysis and integration potential. - Users desire more **flexibility in dashboard customization** , as reliance on admin settings can hinder the 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) --- ### 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: 9.0/10) - **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 value the **ease of use** of HubSpot Data Hub, enjoying streamlined operations and effortless data management. - Users value the **two-way data sync** of HubSpot Data Hub, enabling efficient collaboration and accurate information across teams. - Users love the **automation capabilities** of HubSpot Data Hub, which significantly simplifies workflows and enhances operational efficiency. - Users appreciate the **seamless data integration** of HubSpot Data Hub, enhancing visibility and accuracy across teams. - Users value the **time-saving automation** of HubSpot Data Hub, enhancing efficiency and improving data quality significantly. **Cons:** - Users experience **slow performance** and find sharing settings complex, making data tools harder to locate. - Users are frustrated by **missing features** now hidden behind paywalls, limiting the value of HubSpot Data Hub. - Users find the **learning curve complex** , necessitating expert help and additional resources for effective implementation. - Users find HubSpot Data Hub **expensive** , making it challenging to justify costs while scaling data needs. - Users find the **complexity of advanced transformations** and workflows in HubSpot Data Hub challenging and time-consuming. #### 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:** 9,356 **How Do G2 Users Rate Apollo.io?** - **Ease of Use:** 9.0/10 (Category avg: 9.0/10) - **Data Segmentation:** 8.3/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 7.7/10 (Category avg: 8.2/10) - **Account Engagement:** 8.0/10 (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 (1587 reviews) - Lead Generation (1349 reviews) - Features (1321 reviews) - Helpful (1317 reviews) - Time-saving (1123 reviews) **Cons:** - Missing Features (559 reviews) - Inaccurate Data (469 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 find Apollo.io **easy to use** , praising its intuitive UI and seamless integration of features. - Users benefit from **efficient lead generation** with Apollo.io, simplifying outreach and maximizing sales potential. - Users value Apollo.io for its **comprehensive database and seamless LinkedIn integration** , enhancing efficiency in prospecting. - Users find the **mass outbound automation** of Apollo.io incredibly efficient, saving significant time in their outreach efforts. - Users love the **time-saving automation** of Apollo.io, streamlining prospecting and outreach for increased productivity. **Cons:** - Users wish for improved **feature offerings** in Apollo.io, like multiple CRM integrations and better automation options. - Users experience issues with **data inaccuracy** on Apollo.io, requiring manual verification and causing potential outreach errors. - Users criticize the **steep learning curve** of Apollo.io, often finding the UI confusing and unintuitive. - Users express concern over **limited features** , such as CRM integration and sequence restrictions in lower-tier plans. - Users face challenges with **data inaccuracy** , encountering outdated or incorrect contact information that hampers outreach efforts. #### What Are Recent G2 Reviews of Apollo.io? **"[Apollo.io’s All-in-One Sales Platform That Supercharges Efficiency](https://www.g2.com/survey_responses/apollo-io-review-13069391)"** **Rating:** 4.5/5.0 stars *— Sunny S.* [Read full review](https://www.g2.com/survey_responses/apollo-io-review-13069391) --- **"[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. [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly. **Average Rating:** 4.5/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Intuit Enterprise Suite?** - **Ease of Use:** 8.4/10 (Category avg: 9.0/10) **Who Is the Company Behind Intuit Enterprise Suite?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction - **Company Size:** 68% Small-Business, 29% Mid-Market #### What Are Intuit Enterprise Suite's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Efficiency (6 reviews) - Easy Access (4 reviews) - Easy Management (3 reviews) - Feature Rich (3 reviews) **Cons:** - Slow Loading (2 reviews) - Complex Features (1 reviews) - Complex Usability (1 reviews) - Confusion (1 reviews) - Data Management (1 reviews) ### What Do G2 Reviewers Say About Intuit Enterprise Suite? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Intuit Enterprise Suite, significantly enhancing workflow efficiency and time management. - Users value the **efficiency** of Intuit Enterprise Suite, significantly reducing time spent on tasks and simplifying workflows. - Users appreciate the **easy access** to multiple entities with a single login, greatly enhancing their workflow efficiency. - Users commend the **easy management** of Intuit Enterprise Suite, appreciating its intuitive design that simplifies financial workflows. - Users value the **feature-rich capabilities** of Intuit Enterprise Suite, enhancing efficiency and simplifying financial management. **Cons:** - Users experience **slow loading times** for reports, making the overall workflow frustrating and less efficient. - Users find the **complex features** overwhelming for simple tasks and report slow loading times for some reports. - Users find the **complex usability** of Intuit Enterprise Suite overwhelming, especially when performing simple tasks. - Users find the **overwhelming features** of Intuit Enterprise Suite can complicate simple tasks and slow report loading. - Users experience challenges with the **merging process** , which complicates data management and leads to delays. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **"[Intuitive Cloud ERP — Easy Multi-Entity Management, Project Tools, Integrations & Fast Support](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13051458)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13051458) --- **"[Consolidated P&L Across 7 Companies—A Huge Time Saver](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13077688)"** **Rating:** 4.0/5.0 stars *— Debbie R.* [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13077688) --- ### 12. [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: 9.0/10) - **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 **transformative insights** provided by People.ai, significantly enhancing sales management and decision-making capabilities. - Users praise the **seamless CRM integration** of People.ai, enhancing sales visibility and data-driven decision-making. - Users commend the **responsive customer support** of People.ai, enhancing their experience and driving successful outcomes. - Users admire the **customization options** in People.ai, enhancing alignment between the product and their unique business needs. - Users find People.ai to be **user-friendly and intuitive** , making integration and insights access a breeze. #### 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) ### 13. [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 traces 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: 9.0/10) - **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 (56 reviews) - Attribution Accuracy (45 reviews) - Analytics (43 reviews) - Helpful (40 reviews) - Ease of Use (37 reviews) **Cons:** - Learning Curve (24 reviews) - Missing Features (14 reviews) - Inadequate Reporting (11 reviews) - Not Intuitive (11 reviews) - Poor Reporting (10 reviews) ### What Do G2 Reviewers Say About Dreamdata? *AI-generated summary from verified user reviews* **Pros:** - Users value the **visualization of the B2B buyer journey** with Dreamdata, enabling precise campaign adjustments and ROI tracking. - Users value the **attribution accuracy** of Dreamdata, enabling optimized marketing efforts through precise journey mapping. - Users find **analytics visualization** in Dreamdata invaluable for optimizing marketing efforts and understanding the buyer journey. - Users value the **all-in-one platform** of Dreamdata, offering integrated insights for improved marketing and sales strategies. - Users value the **ease of use** of Dreamdata, praising its intuitive interface and seamless implementation features. **Cons:** - Users report a **steep learning curve** due to the complexity and depth of Dreamdata's features and insights. - Users note the **lack of essential features** like ABM reports and custom dashboards, impacting overall user experience. - Users express frustration with **inadequate reporting** , highlighting challenges in setup and navigation, affecting overall usability. - Users find Dreamdata's interface **not intuitive** , leading to a steep learning curve and inefficient navigation. - Users express frustration with **poor reporting** capabilities, noting that manual setup hampers efficiency and usability. #### 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) ### 14. [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: 9.0/10) - **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/ (10 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 **intuitive analytics** of InfiniGrow, enabling clear insights for informed decision-making and improved ROI. - Users value the **attribution accuracy** of InfiniGrow, enabling clear insights into event impact on revenue and pipeline. - Users value the **intuitive platform and insightful data** of InfiniGrow, enhancing decision-making and team alignment significantly. - Users love the **insightful reporting** provided by InfiniGrow, enabling effective analysis and optimization of marketing campaigns. - Users highlight the **intuitive platform** of InfiniGrow, making data management and insights extremely user-friendly and efficient. **Cons:** - Users find the **learning curve challenging** , especially for newcomers to attribution marketing, requiring patience and adjustment. - Users find the **learning difficulty** with InfiniGrow can be notable, requiring time and support to master the platform. - Users report **difficulties with filter navigation** , making it challenging to scroll and apply selections effectively. - Users find **filtering problems** annoying, especially with scrolling difficulty and the need for clearer filter visibility. - Users find the **interface not intuitive** , leading to difficulties in usage and the need for frequent assistance. #### 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) ### 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: 9.0/10) - **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 (6 reviews) - Time-saving (6 reviews) - Efficiency (5 reviews) - Lead Generation (5 reviews) - Salesforce Integration (4 reviews) **Cons:** - Missing Features (2 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's **ease of use** essential for managing tasks, maximizing productivity and enhancing outreach efficiency. - Users value the **time-saving features** of AccountAim, boosting productivity and allowing for efficient account management. - Users commend AccountAim for its **efficiency** , significantly enhancing productivity and streamlining outreach and account management. - Users value the **effective lead generation** of AccountAim, significantly enhancing productivity and outreach personalization. - Users value the **Salesforce integration** of AccountAim, enhancing productivity and simplifying account management while saving hours weekly. **Cons:** - Users feel the **missing LinkedIn integration** limits AccountAim's potential in enhancing their workflow with additional data. - Users feel the lack of **LinkedIn integration** limits data point accessibility, hindering a more comprehensive experience. - Users feel that **dashboard visualization options** are limited, impacting the ease of interpreting their data effectively. - Users experience **data inaccuracies** that lead to low-quality recommendations, prompting them to improve CRM records. - Users wish for enhanced **filtering options** to better integrate their LinkedIn preferences into AccountAim’s 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. [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:** 192 **How Do G2 Users Rate Coefficient?** - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **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 (111 reviews) - Automation (61 reviews) - Integrations (47 reviews) - Easy Integrations (42 reviews) - Time-saving (42 reviews) **Cons:** - Feature Limitations (33 reviews) - Limited Features (21 reviews) - Missing Features (15 reviews) - Limitations (14 reviews) - Integration Issues (13 reviews) ### What Do G2 Reviewers Say About Coefficient? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Coefficient, finding it seamless and hassle-free for data extraction. - Users highlight the **automation capabilities** of Coefficient, significantly saving time and streamlining data management processes. - Users value the **seamless integrations** of Coefficient that enhance productivity between Salesforce, QuickBooks, and Google Sheets. - Users love the **easy integrations** of Coefficient, enabling seamless syncing between Postgres and Google Sheets effortlessly. - Users enjoy the **time-saving automation** of Coefficient, regaining hours weekly with effortless data management. **Cons:** - Users find **feature limitations** in Coefficient, such as missing multiple filters and frustrating data formatting issues. - Users note the **limited features** of Coefficient, especially regarding filtering and importing restrictions. - Users miss the **missing features** like advanced filtering options and seamless chart integration with sheets. - Users find the **row and filter limitations** of Coefficient restricts their data management and analysis capabilities. - Users face **integration issues** with Coefficient, including missing features and frustrating data import processes. #### What Are Recent G2 Reviews of Coefficient? **"[Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets](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) --- **"[Seamless Database Queries in Google Sheets with Responsive Support](https://www.g2.com/survey_responses/coefficient-review-13098229)"** **Rating:** 4.5/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229) --- ### 17. [RevSure](https://www.g2.com/products/revsure-ai-revsure/reviews) RevSure is the only enterprise-scale context layer and AI brain for B2B GTM across Sales, Marketing, and Customer Success. It unifies data, intelligence, and signals across 20+ siloed tools and 7+ handoffs, from first touch to closed-won and beyond, so agents, whether RevSure’s, our customers’, or third-party, can execute autonomous and coordinated actions across the full funnel. Until now, revenue has been run by humans, and the tools have been built for humans. The future is revenue that runs itself, with agents handling demand generation, pipeline generation, pipeline conversion, expansion, and the handoffs between them. Without a common brain like RevSure to harmonize the fragmented GTM tool ecosystem, more agents will only create more noise. **Average Rating:** 4.7/5.0 **Total Reviews:** 43 **How Do G2 Users Rate RevSure?** - **Ease of Use:** 8.0/10 (Category avg: 9.0/10) - **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:** 72% Mid-Market, 16% Enterprise #### What Are RevSure's Pros and Cons? **Pros:** - Customer Support (12 reviews) - Analytics (10 reviews) - Helpful (9 reviews) - Insights (9 reviews) - Ease of Use (8 reviews) **Cons:** - Learning Curve (7 reviews) - Complexity (4 reviews) - Filtering Issues (2 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 rave about the **exceptional customer support** and partnership provided by the RevSure team during implementation. - Users value the **insightful analytics** from RevSure, enhancing campaign performance and driving data-driven decisions. - Users commend RevSure for its **exceptional customer support** and seamless integration, enhancing their data tracking experience. - Users value the **critical insights** provided by RevSure, enhancing their understanding of marketing performance and revenue impact. - Users praise the **ease of use** of RevSure, enjoying effortless management of attribution and reporting tools. **Cons:** - Users face a **steep learning curve** with RevSure initially, but it becomes easier with time and assistance. - Users find RevSure's interface somewhat **complicated** , as it requires time to navigate through its extensive features and data. - Users report facing **filtering issues** that can complicate data review, but support helps navigate this challenge. - Users find **inadequate reporting** challenging, with a daunting interface and complexity in building reports effectively. - Users find RevSure **not intuitive** , indicating that navigation and report building can be overly complex without extensive training. #### 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) --- ### 18. [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: 9.0/10) - **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 highlight the **ease of use** of Creatio, enhancing efficiency and guiding sales reps effectively. - Users appreciate the **efficiency** of Creatio, as it streamlines processes and minimizes errors within their operations. - Users value the **extensive customizability** of Creatio, allowing tailored configurations and easy adaptations for various needs. - Users love the **high adaptability** of Creatio, allowing for seamless customization and empowered user involvement. - Users value the **unlimited customization options** of Creatio, allowing tailored solutions without needing extensive technical skills. **Cons:** - Users note a **steep learning curve** with Creatio, requiring training and support for effective setup and use. - Users find the **limited features** for contact uploads and marketplace apps restrict overall functionality and efficiency. - Users find the **limited selection of features** in Creatio’s Marketplace to be a challenge for their needs. - Users find **limited customization** options in Creatio, impacting their ability to adjust settings and optimize functionality. - Users express frustration over **limited options** for contact uploads, impacting efficiency and customization for service businesses. #### 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 ### 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: 9.0/10) - **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:** - Customer Support (8 reviews) - Ease of Use (6 reviews) - Planning (6 reviews) - Analytics (5 reviews) - Easy Setup (5 reviews) **Cons:** - Learning Curve (2 reviews) - Missing Features (2 reviews) - Slow Updates (2 reviews) - Steep Learning Curve (2 reviews) - Admin Issues (1 reviews) ### What Do G2 Reviewers Say About Lative? *AI-generated summary from verified user reviews* **Pros:** - Users commend Lative's **responsive support** and seamless onboarding, enhancing the overall user experience and satisfaction. - Users appreciate the **ease of use** and smooth setup of Lative, enhancing productivity and insights in planning. - Users value the **ease of use and support** from Lative, enhancing productivity and streamlining planning processes. - Users value Lative for its **robust analytics capabilities** , enhancing sales strategy and performance decision-making efficiently. - Users value the **easy setup** of Lative, appreciating the smooth onboarding process and support from the team. **Cons:** - Users face a **steep learning curve** with Lative's advanced features, finding navigation and usability challenging initially. - Users desire a **pipeline coverage forecasting module** in Lative to enhance their experience and functionality. - Users experience **slow updates** during integration, especially when switching key reporting currencies for the Lative system. - Users face a **steep learning curve** with Lative, particularly in navigating the advanced features effectively. - Users desire more **configuration options for admins** to enhance autonomy in managing their systems. #### 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. [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: 9.0/10) - **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/ (66 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 (16 reviews) - Accuracy (14 reviews) - Recording Features (13 reviews) - Summarization (13 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 to be **extremely helpful** for seamless call recordings and reliable transcriptions, enhancing meeting efficiency. - Users value the **seamless and reliable transcription** of Avoma, enhancing call reviews and note-taking significantly. - Users appreciate the **high accuracy and reliability** of Avoma, enhancing their call management and note-taking efficiency. - Users value the **seamless recording features** of Avoma, enjoying reliable transcriptions and easy access to meeting insights. - Users commend the **automated meeting summarization** by Avoma, significantly enhancing meeting efficiency and follow-up ease. **Cons:** - Users face issues with **recording reliability** , including notetaker drop-offs and transcription inaccuracies during calls. - Users notice **inaccuracies in AI transcription** , which can lead to misunderstandings and affect the effectiveness of meetings. - Users experience occasional **accuracy issues** with transcription that may require manual corrections, affecting insights and analysis. - Users report occasional **transcription errors** with Avoma, impacting the accuracy of meeting summaries and insights. - Users report occasional **inaccurate transcripts** , with errors in voice recognition affecting meeting insights and summaries. #### 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) ### 21. [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: 9.0/10) - **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:** - Ease of Use (130 reviews) - Forecasting (73 reviews) - Salesforce Integration (65 reviews) - User Interface (51 reviews) - Integrations (48 reviews) **Cons:** - Salesforce Integration (31 reviews) - Limitations (28 reviews) - Learning Curve (22 reviews) - Integration Issues (17 reviews) - Forecasting Issues (16 reviews) ### What Do G2 Reviewers Say About Terret.ai? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Terret.ai, enhancing workflow with intuitive navigation and seamless CRM integration. - Users value the **quick and accurate forecasting** capabilities of Terret.ai, enhancing team collaboration and visibility. - Users praise the **seamless Salesforce integration** of Terret.ai, enhancing collaboration and forecasting accuracy for sales teams. - Users find the **user interface easy to navigate** , enhancing communication and simplifying deal management effortlessly. - Users value the **seamless integrations** of BoostUp.ai with Salesforce, enhancing their sales forecasting and team collaboration. **Cons:** - Users experience **connectivity issues with Salesforce** , leading to lags in data refresh and navigation problems. - Users express concerns about **design changes and usability issues** in Terret.ai, impacting their overall experience and efficiency. - Users find the **learning curve challenging** , as navigating Terret.ai can be overwhelming without proper guidance. - Users experience **integration issues** with Salesforce, often facing tedious sync delays and the need for manual updates. - Users note the **forecasting issues** with Terret.ai, as it lacks necessary features for effective regional analysis. #### What Are Recent G2 Reviews of Terret.ai? **"[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) --- **"[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) --- #### 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) ### 22. [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: 9.0/10) **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/ (47 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 accuracy** in pipeline and sales execution provided by Collective[i]'s AI-driven insights. - Users value the **accuracy of information** in Collective[i], enhancing forecasting and decision-making for their sales teams. - Users appreciate the **automation of data capture** by Collective[i], enhancing sales execution and pipeline accuracy significantly. - Users value the **seamless CRM integration** of Collective[i], enhancing sales efficiency and data management across platforms. - Users appreciate the **customizability** of Collective[i], enhancing sales operations with 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) ### 23. [Nektar.ai](https://www.g2.com/products/nektar-ai/reviews) Nektar is the GTM telemetry platform that automatically captures every customer interaction and delivers clean data to your CRM, data warehouse, and AI applications, with zero manual entry or adoption friction. Unlike tools that lock your data in proprietary interfaces, Nektar acts as revenue signals infrastructure: capturing emails, meetings, calls, and Slack, then piping structured intelligence into Salesforce, Snowflake, Claude, and your entire stack. Management teams get unmatched visibility into frontline activities to optimize execution across the revenue funnel. Leadership teams get reliable and granular insights to build a data-driven revenue strategy. Revenue operation teams get accurate and complete data to modify GTM processes that enable greater win rates. Deploy in 2 weeks with historical backfill. No UI. No change management. Enterprise-grade security **Average Rating:** 4.7/5.0 **Total Reviews:** 47 **How Do G2 Users Rate Nektar.ai?** - **Ease of Use:** 8.7/10 (Category avg: 9.0/10) - **Data Segmentation:** 7.4/10 (Category avg: 8.8/10) - **Predictive Forecasting:** 8.3/10 (Category avg: 8.2/10) - **Account Engagement:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Nektar.ai?** - **Seller:** [Nektar.ai](https://www.g2.com/sellers/nektar-ai) - **Year Founded:** 2020 - **HQ Location:** San Francisco, California - **Twitter:** @AiNektar (218 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/66326632 (53 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 87% Mid-Market, 9% Small-Business #### What Are Nektar.ai's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Customer Support (8 reviews) - Efficiency (7 reviews) - Helpful (7 reviews) - Easy Setup (6 reviews) **Cons:** - CRM Integration (3 reviews) - Limited Customization (3 reviews) - Email Issues (2 reviews) - Inadequate Reporting (2 reviews) - Integration Issues (2 reviews) ### What Do G2 Reviewers Say About Nektar.ai? *AI-generated summary from verified user reviews* **Pros:** - Users find Nektar.ai's **ease of use** impressive, benefiting from automated data capturing and a simple setup process. - Users commend the **excellent customer support** of Nektar.ai, highlighting their responsiveness and helpful documentation. - Users value the **efficiency** of Nektar.ai, appreciating its user-friendliness and seamless automation for streamlined operations. - Users value the **helpful support** from Nektar.ai, enabling smooth implementation and efficient team collaboration. - Users praise the **easy setup** of Nektar.ai, allowing for efficient integration and minimal maintenance. **Cons:** - Users experience **CRM integration hiccups** that hinder the overall functionality and customization capabilities of Nektar.ai. - Users find the **limited customization options** in Nektar.ai restrictive, hindering tailored insights for their specific business needs. - Users face challenges with **email issues** as custom changes are limited, causing gaps in data tracking and syncing. - Users find the **inadequate reporting** in Nektar.ai limits insights and the overall experience, needing more pre-built options. - Users face **integration issues** with Nektar.ai, though strong after-sales support helps ease the onboarding process. #### What Are Recent G2 Reviews of Nektar.ai? **"[Nektar.ai: Fully Automated Activity Logging with High Matching Accuracy](https://www.g2.com/survey_responses/nektar-ai-review-13086860)"** **Rating:** 5.0/5.0 stars *— Pankaj G.* [Read full review](https://www.g2.com/survey_responses/nektar-ai-review-13086860) --- **"[Effortless CRM Activity Tracking with Stellar Support](https://www.g2.com/survey_responses/nektar-ai-review-12543756)"** **Rating:** 4.5/5.0 stars *— Mike L.* [Read full review](https://www.g2.com/survey_responses/nektar-ai-review-12543756) --- ### 24. [AskElephant](https://www.g2.com/products/askelephant/reviews) AskElephant is the CRM automation layer for B2B revenue teams running on HubSpot or Salesforce. It takes responsibility for the CRM data work that reps are typically stuck doing: updating fields, logging activity, and maintaining the records that everyone else depends on. AskElephant owns CRM data hygiene at the source, capturing activity automatically, standardizing fields, deduplicating contacts, and validating data before it touches a workflow. It then powers downstream automations that actually work: CRM field updates, sales coaching, sales-to-CS handoffs, and churn alerts. The result is trustworthy data, reliable automation, and a sales team focused on what AI cannot replicate. Relationships are built by humans, not bots. Key Features and Functionality: - CRM Automation: Automatically update any CRM field based on conversation insights, eliminating manual data entry. - Sales-to-CS Handoffs: Ensure seamless transitions between sales and customer success teams by automatically transferring full deal context. - AI Sales Coaching: Provide real-time coaching scorecards and reports. Implement your custom sales methodology or use popular frameworks like MEDDIC, SPICED, Challenger, or BANT. - Churn 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. Includes access to 20+ LLMs. - AI Agents & Workflow Builder: Automate workflows such as CRM updates, coaching, task creation, churn alerts, and win/loss analysis. Agents are fully customizable using the workflow builder. - Custom Data Signals: Extract unique insights at scale from your conversation data and trigger your custom workflows using these signals. - Universal AI Notetaker: Flexible capture and transcription of calls or meetings via 4 methods: web/browser, desktop app/botless, mobile app for in-person conversation, and dialer/contact center integrations. - MCP and API Access: Connect AskElephant's data into your stack - Native Integrations: Connect AskElephant and its powerful workflows to HubSpot, Salesforce, Slack, and even dialer solutions such as RingCentral and Dialpad. Primary Value: Healthy CRM data benefits all human and AI-automated workflows that flow downstream from a CRM system of record. Without healthy CRM data, interactions between revenue teams and customers suffer due to a severe lack of context. AskElephant is the first solution to finally solve the CRM hygiene issue at its root, along with downstream automations. Sales reps are no longer required to update the CRM after each call because AskElephant can update any CRM field or property instantly, to the exact specifications of the RevOps leader. AskElephant can even audit and clean CRM data retroactively, removing a massive data-hygiene burden from RevOps. This is all made possible by AskElephant's dedication to deep data extraction and intelligence, whereas other solutions will just send a meeting summary to the CRM. Pain Points Solved by AskElephant: - Poor CRM data hygiene and missing data - Sales reps manually updating the CRM - Inaccurate revenue forecasts due to poor CRM data - Unsecure use of LLMs to fill context gaps - Unreliable AI notetaker bots not joining your call - Sales leaders lacking time to coach reps - Messy sales-to-CS handoffs - CS teams that depend on sales for context - Implementation teams spending hours to prep an onboarding - Post-sales teams who are slow to see the early warning signs that turn into churn **Average Rating:** 4.9/5.0 **Total Reviews:** 19 **How Do G2 Users Rate AskElephant?** - **Ease of Use:** 9.2/10 (Category avg: 9.0/10) - **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:** Lehi, US - **LinkedIn® Page:** https://www.linkedin.com/company/askelephant/ (31 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 63% Small-Business, 21% 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 praise AskElephant for its **automation capabilities** , enhancing productivity and streamlining workflows seamlessly. - Users value the **responsive customer support** of AskElephant, ensuring quick resolutions and enhancing overall productivity. - Users value the **time-saving benefits** of AskElephant, enhancing productivity and increasing revenue efficiently. - Users praise the **ease of use** of AskElephant, highlighting its smooth setup and intuitive interface for seamless integration. - Users praise AskElephant's **helpful support** , noting quick responses that enhance their overall experience and productivity. **Cons:** - Users find the **learning curve steep** with AskElephant, requiring time to understand custom workflows effectively. - Users find the **limited customization options** frustrating, often needing assistance for configuration instead of doing it themselves. - Users face challenges with the **poor search functionality** in AskElephant, making it difficult to locate resources effectively. #### What Are Recent G2 Reviews of AskElephant? **"[AskElephant Turns Meeting Transcripts into Gold for GTM Teams](https://www.g2.com/survey_responses/askelephant-review-13068085)"** **Rating:** 5.0/5.0 stars *— Ryan G.* [Read full review](https://www.g2.com/survey_responses/askelephant-review-13068085) --- **"[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) --- ### 25. [Revenue.io](https://www.g2.com/products/revenue-io/reviews) Revenue.io is a Salesforce-native revenue platform that unifies sales engagement, sales dialer, conversation intelligence, sales enablement, revenue intelligence, and real-time coaching in a single system. Unlike standalone tools that sit outside the CRM and sync data back later, Revenue.io operates directly inside Salesforce. Every call, email, meeting, and engagement signal is captured and recorded in the CRM in real time. The platform is designed to improve sales execution while preserving Salesforce as the system of record. 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: 9.0/10) - **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 rave about the **exceptional customer support** from Revenue.io, appreciating quick and friendly responses to their needs. - Users find Revenue.io **very easy to use and intuitive** , appreciating its seamless integration and organized approach to customer interactions. - Users value the **exceptional support** from Revenue.io, appreciating prompt and friendly assistance throughout their implementation process. - Users praise the **easy setup** process of Revenue.io, noting seamless implementation and excellent support from the team. - Users appreciate the **seamless Salesforce integration** of Revenue.io, significantly enhancing their sales operations and efficiency. **Cons:** - Users face **call issues** with disconnections and difficulties tracking recent calls, impacting their overall experience. - Users desire **enhanced features** like AI integration, better support systems, and UI improvements in Revenue.io. - Users find the **limited features** of Revenue.io restrict functionality, particularly with integrations and mobile capabilities. - Users report **connection issues** with Revenue.io, especially with dropped calls and unreliable mobile functionality. - Users experience **dialer issues** that complicate tracking calls and hinder effective troubleshooting during usage. #### 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) ## 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) - [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) --- ## 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**