Alternatives to AccountAim
Compare AccountAim alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AccountAim in 2026. Compare features, ratings, user reviews, pricing, and more from AccountAim competitors and alternatives in order to make an informed decision for your business.
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LeanData
LeanData
LeanData’s GTM Orchestration Platform helps B2B teams simplify complex processes, connect siloed tools, and take faster action across the entire buyer journey. With no-code automation and node-level integrations, LeanData makes it easy to match, route, assign, and schedule leads — while adapting to changes in your strategy, tech stack, or territory design. Trusted by companies like Nvidia, Cisco, and Palo Alto Networks, LeanData empowers GTM teams to operate with speed and precision — capturing more revenue, improving conversions, and delivering better customer experiences from first touch through closed-won and beyond. -
2
Jiminny
Jiminny
Jiminny is the world’s most loved Conversation Intelligence platform. AI captures & analyzes all your critical go-to-market insights and automates the data instantly to your CRM. We empower your team to drive more revenue with actionable insights and informed decisions. Conversation intelligence designed to be used and enjoyed by your whole business. Sell smarter, grow faster and win more deals. Jiminny empowers revenue teams to capture and analyze critical go-to-market insights across video, voice, and email. It helps reps automate administrative tasks, giving them more time to sell and improve performance. Managers gain confidence with actionable insights to develop their teams, while Executives trust the CRM as a source of truth for data-driven decisions and the launchpad for revenue growth. With fast onboarding, a seamless user experience, and ROI in under six months, Jiminny delivers the ultimate platform to power revenue intelligence across your entire business. -
3
DemandFarm
DemandFarm
Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar -
4
Nue
Nue.io
Nue is the #1 Revenue Lifecycle Platform on Salesforce designed to meet the GTM, subscription management and billing needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales + in-app). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution. -
5
People.ai
People.ai
Bring the full potential of your sales and marketing engine to life with truly actionable insights to accelerate pipeline generation and change the outcome of in-quarter deals. People.ai unifies all revenue activity data, and enriches every account and opportunity with next-generation insights that accelerate high-quality pipeline generation and improve the execution of every deal. Stay connected with every dimension of account engagement so the entire team knows exactly who is engaged, and where the opportunities are to accelerate pipeline and expansion. Understand the impact every person and activity have on the progression of a deal, and deliver actionable recommendations to improve rep performance. Our data platform breaks down data silos and uses patented AI technology to connect the dots between buyer engagement and seller performance – with insights that make your entire Revenue Engine smarter.Starting Price: $50 per user per month -
6
Clari
Clari
A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business. -
7
Gong
Gong.io
Gong is a leading revenue intelligence platform designed to help businesses drive predictable growth by capturing every customer interaction and turning these insights into actionable decisions. With features like Gong Forecast, Gong Engage, and Gong AI, the platform empowers teams to optimize their sales process, improve forecast accuracy, and enhance customer engagement. It integrates seamlessly with your existing tech stack, providing real-time data and analysis to fuel better decision-making across revenue teams. Gong helps organizations achieve better pipeline management and improve conversion rates with AI-powered insights. -
8
Fullcast
Fullcast
Experience the impact of the AI-enabled, no-code platform for capacity planning, territory and quota management, routing, performance-to-plan tracking, and more! Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. -
9
Align.ly
Align.ly
We craft simple, intuitive Salesforce applications to help B2B RevOps teams support sales and marketing with scalable, predictable growth. RevOps is all about doing more with less while keeping your tech stack simple and scalable. Align.ly's Salesforce apps help RevOps teams deliver on these goals. RevOps teams have to wear many hats and deliver on many mission-critical aspects of the business. As marketing generates high-quality leads, Align.ly lead-to-account can help match, route, and auto-convert those leads to ensure sales follow-up within minutes. Accurately match leads to accounts in real time to ensure proper ownership and quick sales follow-up of your leads. Instantly match and route Leads in real time to the proper account owner. Accurately measuring B2B marketing attribution is a difficult problem to solve. Accurately measure every touch from every contact in your customer's buying journey.Starting Price: $149 per month -
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Forwrd
Forwrd
Set your KPI and Forwrd will create a predictive scoring model based on factors strongly linked to your KPI. Identify and prioritize leads faster and more accurately with predictive scoring. Rank accounts and their underlying leads methodically with account scoring. Prevent customer churn by identifying & understanding churn drivers. Detect product-qualified leads to improve lead prioritization and sales efficiency. Build a self-learning scoring model that automatically identifies new conversion-impacting factors in your data and updates itself automatically. Identify churn signals with ease, discover opportunities to delight your best customers, and enable your frontline team to retain more customers. No code means you can build AI scoring models and deploy them without data teams. -
11
Gradient Works
Gradient Works
You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.Starting Price: $200 per month -
12
Myko
Myko
Set your team up with the data they need to succeed and build a data driven culture from the top down. Real-time data about team performance, deal inspection, and goal tracking. Increase the velocity of your sales teams by defining all your metrics only one time to standardize terminology. With data at your finger tips, you don't have to wait for anyone to get back to you. With conversational AI everyone can conduct deep analysis simply by asking questions. Seamlessly share and save conversations and reports for others on your team. Dig deeper into the analysis to understand where the data came from, and how the insights were discovered. -
13
Openprise
Openprise
Openprise is a single, no-code platform that lets you automate hundreds of sales and marketing processes to realize the value you were promised from all your RevTech investments. To fix that, you could cobble together dozens of point solutions in an unmaintainable “Frankentecture.” You could punt the problem offshore knowing quality and SLAs suffer with folks that aren’t any more excited about mind-numbing manual tasks than you are. Openprise is a single, no-code platform that combines the best practices, business rules, and data you need to orchestrate hundreds of processes like data cleansing, account scoring, lead routing, attribution, and many more. Using that clean data, Openprise automates all the processes currently done manually, or just poorly, by sales and marketing automation platforms, like lead routing and attribution. -
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Tektonic AI
Tektonic AI
Tektonic AI is an AI-driven platform designed to transform fragmented systems and messy data into a powerful, growth-oriented engine. By enhancing data accuracy, reducing manual workloads, and accelerating data operations, Tektonic AI empowers business leaders to drive revenue efficiency through AI-powered insights. The platform seamlessly integrates with existing systems, ensuring secure and compliant operations without necessitating AI expertise. Notably, Tektonic AI has demonstrated its impact by significantly improving CRM hierarchy accuracy and providing substantial time savings for teams. For instance, a GenAI solution designed by Tektonic completed in just two days what would have taken a full-time employee 400 days to accomplish. Tektonic AI combines neural and symbolic AI to rethink business processes, offering a comprehensive suite of services that fix data, deliver smarter insights, and automate workflows. -
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Cendyn Revintel
Cendyn
Driven by Power BI, Revintel provides total revenue analysis that transforms your disparate datasets into actionable business intelligence. Spend more time on analysis and strategy rather than acquiring data. With 55 standard out-of-the-box reports and Revintel’s BI solution, Compose, seamlessly create your own custom brand-matched interactive visualizations in a variety of formats. The easy-to-use interface promotes cross-team collaboration. Marketing can view real-time campaign performance; sales can monitor negotiated accounts by tracking performance at the rate code level; and, of course, revenue managers can view the full picture of ancillary and room revenue at the agency, corporate and portfolio level. The easy drag & drop functionality for reports makes it simple for anyone on your team to build and analyze custom dashboards and reports in just minutes – no complex spreadsheets or programming required. -
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Revenue.io
Revenue.io
Sell more and spend less on sales with a complete RevOps platform for conversation guidance, sales engagement, and live call insights and analytics-all in real-time. Revenue.io powers high-performing teams with real-time guidance and revenue intelligence. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Fidelity Investments, and Amazon Business to deliver predictable results and optimize their entire revenue operation. Optimize your revenue operations, analyze what works best, and scale your top performers with Revenue Science. Some solutions surface insights. Others give you the tools to act on them. We do it all—so you can optimize revenue performance in real-time. No more switching from tool to tool, fixing messy data or wasting budget on technology that your team barely uses. Revenue.io is the complete AI-powered RevOps platform that delivers real-time guidance in the moments that matter. -
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Glyphic
Glyphic
Glyphic is an AI-powered conversational intelligence and revenue orchestration platform that transforms how sales teams handle calls, deals, and insights. It automatically records and analyzes sales conversations, converts unstructured call data into structured summaries and actionable insights, and syncs them directly into your CRM, giving you real-time clarity into deals, next steps, and potential risks. Glyphic supports deal scoring using sales qualification frameworks (e.g., MEDDIC, BANT, SPICED), delivers AI-driven “prep sheets” before calls based on past interactions and playbooks, and helps with follow-up by generating personalized emails or content. Its AI-driven coaching feedback offers personalized guidance, helping reps improve their pitches and performance over time without manual review. By automating data entry, note-taking, and follow-up tasks, Glyphic lets sales reps focus on conversations and relationships rather than admin work. -
18
Fullcast Perform
Fullcast
Fullcast Perform automates lead, account, and opportunity routing to eliminate manual errors and delays. The platform ensures the right leads reach the right reps instantly, aligning assignments with your GTM and territory plans. With flexible, no-code rules, you can route based on territory, skills, availability, or round-robin fairness. Real-time dashboards track SLA compliance, speed, and bottlenecks to improve efficiency. Push notifications alert reps immediately on new assignments, while auto-qualification prioritizes leads for higher conversion. By streamlining routing, Fullcast Perform drives more pipeline and keeps revenue teams focused on selling.Starting Price: $30 per user per month -
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BigLittle RevenUp
BigLittle.ai
BigLittle RevenUp is the ultimate revenue leak mitigation solution. There isn’t another product that is quite like it. Our objective is to provide RevOps leaders with the tools, techniques and insights to help them transform functionally siloed marketing, sales and customer success ops teams into a fully-integrated revenue operations organization. We help them do their job better so they can consistently meet and exceed revenue goals and deliver sustainable competitive advantage to the business. -
20
Default
Default
Say hello to your new favorite inbound platform. Connect your website, build your workflow, and accelerate your pipeline. Powerful, drag-and-drop inbound lead platform with forms, scheduling, qualification, routing and reporting. Best-in-class scheduling that books meetings, routes leads, and updates your CRM in milliseconds. Route, update, or merge leads from your website to your CRM with full visibility into who’s routed where, and why. Elegant, conversion-optimized forms that auto-enrich leads upon completion and plug right into your website. Scale, improve, and adjust your go-to-market workflows with one integrated platform. Build a predictable inbound go-to-market strategy with enhanced lead qualification & segmentation. Streamline your team’s inbound lead management with workflows tailored to your core ICPs.Starting Price: $250 per month -
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Falkon
Falkon
With Falkon, optimize all aspects of revenue, from prospecting to renewal. Old school forecasting technology only looks a quarter ahead and only forecasts revenue (even that’s not accurate because product data isn’t leveraged at all). Falkon uses all sales, marketing and product usage data to forecast pipeline, new logos, expansion revenue, and renewals with unprecedented accuracy and foresight up to 12 months out. Now that’s what predictable and efficient revenue planning looks like. Generic dashboards simply don’t provide actionable answers to the most important revenue questions, nor help you understand the key drivers of the business. Falkon’s funnel intelligence, customer journey insights, and revenue attribution provides actionable recommendations about where the biggest leaks and bottlenecks are, how to evolve your ICP, and what tactics to use to to address them. -
22
Lative
Lative
Lative is a revenue planning, strategy, and execution tracking platform that enables you to achieve profitable efficient growth. Connect top-down targets and plans to bottom-up operating data to make better investment decisions and hit targets. Achieve profitable efficient growth by accurately calculating your sales productivity and return on investment in real time to make better investment decisions. Connect your top-down revenue plans with bottoms-up operational data to give a cohesive and complete overview of your sales organization. Identify any gaps in real-time and model multiple what-if scenarios with AI to ensure you hit your sales targets. Fast time to value with seamless connectivity and integration. Consolidate your data across 150+ diverse data sources to provide a single source of truth. Accurate and real-time revenue insights for agile decision-making to keep pace with the ever-evolving demands of your business.Starting Price: $10,000 per year -
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Clevenue
Clevenue
Clevenue is a scenario & capacity planning software for revenue teams that helps them to build, track and monitor revenue plans with ease. Quickly and easily load in your existing plan, using sandboxes to understand the impact to revenue of changes in key performance areas in the business, or strategic decisions like marketing investment and hiring. Understand revenue far further into the future than traditional pipeline forecasting, building a model that works of plans and data rather than simply guessing from historical trends. Change the way you look at future revenue and start using Clevenue today.Starting Price: $500 -
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Varicent
Varicent
Varicent provides a full suite of solutions designed to help you manage the end-to-end process of all aspects of sales performance so you can improve performance and drive growth. Create smarter territory plans and more effective quota assignments with Varicent’s territory and quota planning solution. Efficient pipeline management can be challenging to achieve if you have a leaky funnel. Our revenue operations solution helps your organization improve efficiency across the full funnel so that you can increase the volume, velocity and value of deals, improve forecasting, and drive superior go-to-market results. Varicent lead to revenue helps to identify operational gaps in the business, such as lead response SLAs and lead to pipeline conversion, so you can capture missed opportunities in your pipeline, improve operational efficiency and increase revenue. Varicent is the industry-leading SPM solution that delivers a fast, flexible and easy way to pay sellers accurately and on time. -
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Next Quarter
Next Quarter
The first Salesforce native platform that provides real-time revenue transparency, allowing you to close more deals, grow existing accounts, and significantly improve forecasting accuracy. With Next Quarter, no growth opportunity is missed, and money is not left on the table. Use AI to uncover new opportunities within your existing customers. Our revenue intelligence engine leverages sales and conversational data to create predictive insights to exceed your quotas and forecast with confidence. Leverage sales and operational data to create a single source of truth for revenue intelligence that drives profitability by providing real-time forecast accuracy. -
26
Mperativ
Mperativ
Mperativ provides the first strategic platform to align marketing with sales, customer success, and finance on the cause and effect relationships between marketing activities and revenue outcomes. Despite pouring significant effort into custom analytics, marketers are struggling to convey the value of their initiatives. By recentering marketing metrics around revenue, Mperativ makes it possible to uncover data narratives and extract trends across the entire customer journey, with beautifully-designed interactive visualizations that demonstrate the effectiveness of marketing in a new revenue-centric language. As a serverless data warehouse, Mperativ eliminates the complexity of surfacing compelling marketing insights. Connect marketing strategy to revenue results with Mperativ. -
27
Troops
Troops
The central nervous system for revenue. Never miss a revenue signal. Get the right data to the right people, when and where they need it, and empower them to perform. Know when something important happens - from lead to close to case. Equip your team with the information they need and guide them to the best corresponding action. Work in the place you already spend your time. Search, access, and edit your CRM right from Slack & MS Teams. See what matters. Know who's doing what. Step in to coach. Measure performance. Track the impact of key initiatives. Troops notifies you in real time when anything happens that has a material impact on revenue. Troops makes it easy for your teams to see and do the right things at the right time, across devices so that teams can perform at the highest level. Troops helps customer-facing teams handle routine tasks and actions faster so they can spend more time with customers and prospects. -
28
Vertify
Vertify
Don’t Take Your Data For Granted. Use Revenue Operations Intelligence. Accelerate time to revenue and increase new customer acquisition with Vertify. Connect your revenue platforms. Complete automation, no coding required. Real-time data connection. Access to 170MM+ B2B ideal customer contacts. Improve inbound leads with webform optimization. Automatically clean B2B contact data. Replace spreadsheets with automated impact reports. Retain more and target better. Create a faster time to revenue. Stop using 5+ different revenue applications to build reports. The fact of the matter is you’re not looking at the complete picture. You’re killing productivity and revenue. Vertify RevConnect is a no-code solution that can seamlessly connect any system and give you complete control over data standardization and data flow. Teams are aligned and collaborating to identify the best opportunities to drive faster time to revenue through smart marketing and targeted sales.Starting Price: $460 per month -
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Zebrafi
Zebrafi
Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? Guided selling helps every rep understand and talk to strategic deals as if they had closed them. How often are you using a business case? Does it include total cost of ownership and ROI based on your VOC's? Build a collaborative business case directly with prospects in Zebra. Sellers and buyers are guided through the production of a mutually agreed upon business case.Starting Price: $2500/month -
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Unify
Unify
Drive pipeline with 10+ intent data sources, AI, and automation. Scale prospecting, personalization, and engagement in one unified workflow. An all-in-one solution for warm outbound. Unify is an all-in-one platform designed to enhance the efficiency and creativity of revenue teams by automating go-to-market strategies. It integrates over ten intent data sources, artificial intelligence, and automation to streamline prospecting, personalization, and engagement workflows. Key features include "Plays," which are automated workflows for executing repeatable strategies; "Signals," which identify real-time buying intent; and "Sequences," enabling personalized multi-channel outreach. Unify's AI capabilities assist in researching leads and crafting personalized messaging at scale, while its managed deliverability ensures effective communication. Trusted by high-growth companies like Justworks, Lattice, and OpenPhone, Unify aims to empower sales, marketing, and growth teams.Starting Price: $700/month -
31
Houseware
Houseware
Houseware adds a layer of revenue context to your data warehouse. Connect your existing data stack or individual SaaS tools to get out-of-the-box metrics and entities. Build user segments and cohorts, and choose from 30+ predefined blocks and templates to create revenue magic. Collaborate across the team to send out the best mix of personalized campaigns, internal alerts, and notifications, without coding. Our team of athletes believes in myth-busting the common startup cliche relating the journey to a marathon. We train for a marathon, knowing that we have to run several sprints, where each sprint is a marathon. -
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RevSure
RevSure AI
RevSure.AI’s Sales Pipeline Readiness Platform helps marketing and revenue teams accurately predict and generate pipeline with real-time AI-powered insights. Are you constantly worried about whether or not you will have enough pipeline going into next quarter? The RevSure platform can help you confidently predict and generate pipeline, pinpoint where your funnel has bottlenecks, and tell you exactly how to solve them. Get real-time lead and account recommendations on which roles, verticals, markets, and more have the greatest potential to convert to pipeline so you can proactively adjust your strategy. Gain visibility into conversion driving behaviors from lead to opportunity. Uncover funnel leakage and assess how they can be resolved to reduce losses. Easily track marketing campaigns, understand behaviors across channels and segments, and receive actionable insights on how to optimize to improve performance. -
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Spotlight.ai
Spotlight.ai
Spotlight.ai is an autonomous deal execution platform that transforms sales pipelines into self‑driving revenue engines by capturing, qualifying, reviewing, and advancing every opportunity without manual intervention. It listens to and extracts structured data from calls (Zoom, Teams, Gong), emails, and CRM entries; fact‑checks deal status and risk factors; and executes bottom‑up MEDDICC qualification to identify champions, economic buyers, and other stakeholders. Its AI agents generate evidence‑backed business cases, decks, and next‑step recommendations, inject clean, metric‑driven updates directly into Salesforce, and run zero‑touch deal reviews with predictive forecasts and leading indicators. By continuously mapping relationships between pipeline activities, deal data, and team inputs, Spotlight.ai maintains full data hygiene, automates opportunity progression (stages, activities, qualification), and highlights material gaps for reps to address. -
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Outreach Commit
Outreach
Outreach Commit (formerly Canopy) connects, analyzes, and actively monitors every data point across your revenue team. Ensuring that every revenue leader has the answers they need to drive predictable revenue growth. Streamline your forecasting process while monitoring and measuring variance to drive constant improvement. Drive productivity and results through individual assessments, improvement tracking, and notes. Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data. Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most. Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time. Identify the key opportunities for improvement and measure the ROI of every initiative you roll out. Stop playing from behind and proactively drive every sellers productivity and revenue attainment. -
35
Xfactor.io
Xfactor.io
Xfactor.io GrowthAI is a unified go‑to‑market operating system built on sophisticated, interconnected growth models that solve unpredictable revenue performance by identifying, preventing, mitigating, and resolving inhibitors of growth. It comprises two core modules that empower sales reps to automate value assessments, proposal creation, and alignment of conversations to measurable business impact at scale; and a single source of truth for accurate revenue projections, planning, and corrective actions. Across revenue predictability, sales performance, and growth optimization, the platform delivers daily visibility into the revenue cycle, root‑cause diagnosis of data quality issues, predictive analytics that assess target achievability and risks, AI‑driven segmentation to define ideal customer profiles, automated planning scenario simulations, and dynamic resource allocation to capitalize on high‑performance areas. -
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Cube RM
Cube RM
Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process. We do that by offering an AI-based Tender Management system, specialized for the Life Sciences. We leverage state of the art technologies like Natural Language Processing to help discover more tender opportunities and Market Intelligence and Machine Learning to help manage and evaluate tender proposals and identify optimum pricing. Our team of experts can help you reinvent your tendering business by transforming it into a strategic, and plannable process, resulting in improved revenue performance, better pricing decisions, and optimal profitability. -
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Kluster
Kluster
If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function. -
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Una
Una
Una Software is an advanced revenue intelligence and planning platform built to unify data, optimize customer journeys, and streamline revenue operations (RevOps) through its AI-powered tools. The platform is designed to assist go-to-market (GTM) teams by providing a single source of truth for data management and analysis, leveraging tools like connectors for data integration, benchmarker for funnel and performance comparison, and Forecaster for predictive revenue modeling. With journey diagnostics, Una visualizes the customer lifecycle, allowing teams to identify, discuss, and resolve issues collaboratively. Additionally, it organizes cross-departmental schedules and action tracking, while offering insights into customer health and metrics like customer lifetime value and customer acquisition cost. Una ensures that insights translate into actionable tasks, aligning teams for continuous improvement and strategic decision-making. -
39
Sightfull
Sightfull
Scale and accelerate reporting processes by enabling business users to analyze revenue data on their own. Quickly gain real-time visibility and actionable performance insights across the entire go-to-market funnel. Leverage automated data analysis that ensures both accurate results and streamlined decision-making. Make sure everyone is on the same page with a deep understanding of all GTM levers for planning processes. The analysis module saves RevOps teams significant time and cost by minimizing the need for manually calculating metrics, juggling spreadsheets, cleaning data, and aligning sources. In just a few days, the platform models and aligns all your revenue data, creates actionable data hygiene alerts and provides 100s of pre-calculated metrics and pre-built dashboards. -
40
RevOptics
VertifyData
Only RevOptics automatically connects marketing & sales data with rich analytics to reveal what marketing efforts are making an impact on revenue, which aren’t, and what to do next. RevOptics RevOptics serves up what to prioritize today that will drive results this week, month, and quarter. Spreadsheets, pivot tables and BI tools are complicated, yet they only show how marketing campaigns are performing. RevOptics Automated Analytics goes further to show you why or why not they’re making a revenue impact and what action to take next to move your buyer through the sales funnel faster. Automated setup within hours and automated real time reporting to get you out of spreadsheet chaos. Machine learning finds problems with data including missing data, anomalies, or bad data.Starting Price: $50 per month -
41
Aviso
Aviso
Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast. -
42
Reveal
Reveal
Reveal is how Partnership, Marketing, and Sales teams multiply their win rate, up to 3x, by connecting their CRM into their ecosystem, to identify and convert strategic leads. It’s intuitive and as free as an epiphany. Joining forces makes us stronger, in business just as much as in everything else. That's why we help B2B companies accelerate their growth by coming together. By comparing CRM data from both sides, Reveal identifies common, high-potential accounts and new qualified leads. Creating more value together is the new norm, and we call it Collaborative Growth. And we think it should be free forever. So that’s what it costs. Make new long and short-term connections with key companies in your ecosystem, or ask us to suggest connections that could be beneficial. We have an algorithm that would love to help. Compare your CRM to CRMs throughout your ecosystem instantly. -
43
Terminus
Terminus Software
We Power High-Performing Go-to-Market Teams™ Transform how your company generates revenue. Terminus is for sales and marketing teams who care more about generating revenue than generating leads. The foundation of Terminus is our Data Studio. There you can easily understand and prioritize the right targets through firmographic, intent, engagement, psychographic and relationship data. Terminus lets you deliver personalized messages to the right audiences no matter where they are. Orchestrate consistent experiences across display and social advertising, chat, email, and web personalization. Terminus keeps your go-to-market teams aligned from the first touch all the way through renewal and expansion by seamlessly pulling together all of your account data. Automatically alert sales to meaningful engagements, centralize account information, and deliver better pipeline prediction to accelerate opportunities. -
44
Drive revenue optimization with Oracle’s advanced incentive compensation, quota, and territory management tools. Oracle helps both sales managers and sales operation staff plan and perform better with connected data and deeper insights. Improve sales execution and operational efficiency across quota planning to sales forecasting with Oracle’s predictive and intelligent planning solution. Optimize your market coverage and intelligently set territory and quota plans with AI-driven predictive planning capabilities. Better understand your plans and models with multidimensional and drillable what-if planning by territory, product, account, channels, seasonality, and more. Give sales operations the power of an enterprise planning platform that they can use from the comfort of a familiar Excel interface. Plan and create achievable quotas, territories, and compensation plans that are ready on day one with real-time data.
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45
InsightSquared
InsightSquared
Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more. -
46
BoostUp
BoostUp.ai
Achieve Revenue Excellence, Quarter after Quarter. Goodbye, seller opinions. Welcome, contextual intelligence. Obtain accurate and reliable forecasting. Improve your forecast accuracy by over 25%. Discover forecast risk from the context inside emails and calls, not seller opinions. Receive real-time BI and reporting agility. Recapture 20+ operational hours a week from manually assembling your reports and forecasts. Get out of the box BI dashboards and create new reports easily. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. Drive frontline manager performance. Save $1M+ a year by identifying at-risk deals, early and often, to prevent deals from slipping. Get early warning alerts based on deal risk and engagement. The BoostUp Advantage. All functionality out-of-the-box. Complete, Flexible Forecasting. Forecast risk management -
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Cargo
Cargo
Cargo lets you build AI‑powered go‑to‑market workflows that drive revenue, orchestrating all GTM operations from a single hub. It aggregates, enriches, scores, assigns, and routes leads, keeping only golden records in sync with your CRM at the right time, cutting outbound admin time by half and letting sales reps focus on selling. It offers built‑in storage to integrate and unify data from CRM, product insights, marketing, and intent signals directly on top of your warehouse, without ever storing customer data locally. Users can define business entities, create segments without SQL, build workflows using native integration connectors, and deploy templates for tasks such as deduplication, data enrichment, lead scoring, account assignment, and waterfall enrichment. Cargo is SOC 2 certified for security, requests minimal permissions, backs up its own app database, and never stores customer data outside the user’s control. -
48
Revenue Grid
Revenue Grid
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring best results, deals at risk, and steps with the greatest impact. Guided selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. Our philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in the best position to win by having complete visibility into the pipeline, deals, and team activity, gaining a better grip on the sales process, automating routines, and giving reps the power to push deals through the funnel and getting guidance on deals and engagement as easy-to-follow, proactive Signals based on AI-analysis, complete communication data, and teams’ own sales processes and playbooks. Know the status of every deal, what happened before and what’s going to happen next. -
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Round Robin Distributor
Mirketa
Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.Starting Price: $169/company/month (10 users) -
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OPALCRM
KloudPortal
Contract manufacturing companies can track their field sales teams with OPAL CRM. It enables the sales representatives with comprehensive sales plans, their goals and maximize incentives. From banking to wealth management and capital markets to insurance, OPALCRM enables financial services firms to work cohesively across the front-office, middle-office, and back-office to develop deeper client relationships. Real Estate is a highly competitive market. Managing your sales pipelines, effective lead management and lead engagement, can lead to successful conversions. Corporate training institutions, skill-based training institutions and educational institutions, often have a challenge in managing their lead pipeline. OPAL CRM’s Lead Management Software helps these institutions in managing their leads and drive closures.Starting Price: $9.99 per user per month
