10 Best Revenue Operations Software in 2025

Updated on
November 25, 2024
17 min read
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    Nowadays, competition in the markets is fierce and revenue growth depends on more than just having great products or services. It demands alignment across the whole organization to optimize processes, deliver personalized customer experience and make data-driven decisions. Yet, in many organizations, sales, marketing, and customer success teams operate in silos.

    To bridge the gap between their customer-facing teams, businesses should invest in a robust revenue operations software. With this tool, organizations can centralize processes and data across the entire customer lifecycle, and ensure that departments work together toward shared goals.

    This article explores how RevOps software supports revenue-growth operations, from its core capabilities to the emerging trends, and best tools available on the market.

    What is Revenue Operations Software?

    Revenue operations software (RevOps) integrates and streamlines sales, marketing, and customer service operations into a unified system to achieve a more cohesive approach to revenue growth. It provides a centralized platform for managing revenue-related processes across the entire customer lifecycle. By aligning all revenue-generating departments, RevOps software helps organizations eliminate inefficiencies, prevent data silos, improve collaboration and optimize revenue growth. Revenue operations software also supports data-driven decision making, helping businesses accurately and quickly respond to market changes and customer expectations, maximizing revenue opportunities.

    Best Revenue Operations Software

    There’s multitude of revenue operations solutions for all business sizes and purposes available on the market, so choosing an ideal revenue operations software for your company might be a daunting task. To help you compare different offers, we prepared a guide that includes pros, cons, rating, and pricing of 10 best revenue operations platforms:

    1. Creatio

    Creatio is a leading revenue operations platform that combines customer relationship management (CRM) and workflow automation into a single no-code solution, offering unparalleled flexibility and scalability for businesses. By seamlessly integrating Sales, Marketing, and Customer Service CRMs, Creatio empowers organizations to optimize their revenue-generating activities while maintaining a customer-centric approach.

    Creatio CRM

    The Sales CRM offers a comprehensive suite of tools to boost revenue growth, including sales forecasting, guided selling, order and contract management, and lead and opportunity management. It also supports field sales and partner relationship management, enabling businesses to handle complex sales scenarios with ease. Marketing CRM enhances marketing efficiency through features like lead generation and management, campaign management, email and event marketing, and digital ad optimization. The Customer Service CRM centralizes contact center operations and provides robust support functionalities, such as case management, omnichannel communication, knowledge management, and field services, ensuring seamless customer interactions.

    Creatio’s composable no-code architecture sets it apart from other vendors, allowing businesses to customize workflows and processes of any complexity without relying on IT support. This adaptability makes it an ideal solution for organizations with unique or evolving business needs.

    At the core of Creatio revenue operations platform lies Creatio AI designed to empower organizations with intelligent automation by acting as a virtual assistant to the end users. It brings together Predictive, Generative, and Agentic AI to deliver a comprehensive solution for modern businesses. The platform includes pre-built AI skills for sales, marketing, and customer support that help organizations reduce operational inefficiencies and achieve powerful productivity gains.

    Creatio AI empowers sales teams to work more efficiently by automating tasks such as lead and opportunity summary, sales dashboard summary, and communication templates generation. Marketing teams can leverage Creatio AI capabilities to redefine how they design, execute and optimize campaigns with features for audience segmentation, campaign flow design, and content generation. Customer service teams can use Creatio AI to deliver faster and more accurate case resolution thanks to automated case routing, and response generation.

    Example of Creatio AI feature - sales dashboard summary

    Creatio AI

    Creatio platform excels at pipeline and forecast management with real-time monitoring and AI-driven capabilities such as lead scoring, sentiment analysis, and next-best-action suggestions. Moreover, Creatio revenue intelligence features allow for advanced data analytics and visualization, including end-to-end pipeline tracking, custom dashboards, and predictive analytics for better strategic planning.

    Creatio stands out as comprehensive revenue operations software, combining no-code flexibility and AI-powered business automation to drive efficiency and business growth. It enables organizations to align all departments with a centralized platform and access to real-time data. With advanced analytics, and AI-driven insights, Creatio helps businesses optimize revenue generation strategies, making it a powerful solution for businesses looking to accelerate revenue growth.

    G2 rating

    4.9/5

    Pricing

    Creatio offers a range of pricing options starting from approximately $25 per user per month with Creatio AI included in all platform plans at no extra costs.

    Discover how Creatio can simplify revenue operations and align your teams for success

    2. Salesforce

    Salesforce offers Sales Cloud, Marketing Cloud, and Customer Service Cloud software to optimize revenue processes. It provides features such as sales engagement and prospecting, omnichannel engagement center, and marketing automation tools. Salesforce revenue software solution connects every department through actionable data and agents to empower teams to build strong customer relationships. With AI-powered insights built directly into the CRM, it drives operational efficiency and productivity.

    Salesforce

    Pros:

    • Virtual AI assistant Salesforce Einstein
    • Agentforce Sales Coach to help scale sales team and accelerate growth
    • Agentforce SDR autonomously nurturing inbound leads 24/7
    • Service Agent for engaging customers across channels using conversational language
    • Strong reporting and forecasting capabilities
    • Highly customizable through AppExchange

    Cons:

    • High cost, especially for smaller businesses
    • Additional fees for advanced features like Salesforce Einstein that can quickly ramp up the total costs of ownership
    • Steep learning curve, especially for users with less technical expertise
    • Requires significant training and time to adjust to 
    • Overwhelming, unintuitive interface 
    • Updating opportunities, forecasts and accounts takes considerable amount of time reducing the usability of the tool
    • Lack of customization options for more advanced reporting 

    G2 rating:

    4.4/5

    Pricing:

    Pricing starts at $25 per user per month for the Starter suite, with more advanced plans ranging from $100 to $500 per user per month.

    See also: Salesforce Alternatives & Competitors and Salesforce Marketing Cloud Alternatives & Competitors

    3. HubSpot Operations Hub  

    HubSpot’s Operations Hub is designed to align business operations by automating processes, unifying customer data, and improving cross-team collaboration. It integrates seamlessly with HubSpot’s CRM, offering a robust platform to streamline workflows, synchronize data across systems, and provide actionable insights.

    HubSpot

    Pros:

    • User-friendly interface suitable for non-technical users
    • Robust automation tools for data syncing and workflow optimization
    • Strong integration with HubSpot's ecosystem and third-party apps
    • Hubspot Academy with free resources and online courses 

    Cons:   

    • Limited customization for complex use cases
    • Advanced reporting features can feel limited compared to other tools
    • Pricing may increase significantly for larger teams with enterprise needs
    • Data quality issues, lack of bulk deduplication capabilities 
    • Implementing complex workflow automation is overly complicated 

    G2 rating: 

    4.5/5

    Pricing: 

    HubSpot Operations Hub offers a free plan with basic features, while paid plans start at $20/month. Enterprise-level plans can cost between $800 and $3,200/month, depending on the level of customization and features required.

    4. Weflow

    Weflow is an advanced pipeline management and forecasting tool designed to enhance pipeline visibility and streamline sales processes. It offers customizable pipeline views, real-time alerts, and automation to help teams stay on track and identify bottlenecks quickly. With note templates, task management, and robust Salesforce reporting, Weflow simplifies deal management and equips revenue leaders with actionable insights.

    Weflow

    Pros:

    • Easy-to-use, intuitive interface
    • Accurate forecasting 
    • Google chrome extension for quick and easy forecasts and tracking changes updates 
    • Clear pipeline overview that enables better decision-making 
    • Good customer support 

    Cons:

    • Limited features compared to larger platforms
    • Primarily focused on sales, not the full RevOps lifecycle
    • Lack of marketing and service automation features
    • Mobile app issues include slower performance, less intuitive interface, and glitches 
    • Advanced features only available in higher-priced plans which can significantly increase the total cost of the tool

    G2 rating:

    4.7/5

    Pricing:

    Weflow offers a free trial, with paid plans starting at around $30 per user/month.

    5. Aviso

    Aviso is an end-to-end AI-powered RevOps platform that seamlessly integrates with various CRM software such as Salseforce, Zoho, Oracle, and Hubspot. It offers features for sales planning and management, predictive forecasting, pipeline inspection, and AI-guidance for sales, marketing and customer support teams. Aviso helps businesses boost revenue growth by automating processes and providing actionable insights empowered by GenAI.

    Aviso

    Pros:

    • MIKI - Generative AI chief of staff for enhancing revenue intelligence
    • Highly-accurate AI-driven sales forecasting and insights
    • Time Series AI Engine to unify all revenue data scattered across tools and sheets
    • AI-driven deal analytics for improved pipeline management and shortened sales cycles
    • Compliance with GDPR and CCPA regulations 

    Cons:

    • Primarily focused on sales; not as comprehensive for marketing and customer service
    • Some users find the interface complex and challenging to use at times
    • User reported difficulties with understanding data provided by Aviso
    • Time-consuming, complex implementation

    G2 rating

    4.7/5

    Pricing:

    Custom pricing available only upon request.

    6. Dock

    Dock is a revenue enablement platform for managing various aspects of the customer lifecycle from sales to onboarding and renewal. It provides buyer and customer workspaces, library of sales content, onboarding hubs, and digital sales rooms that help organizations win more deals and provide seamless onboarding experience.

    Dock

    Pros:

    • Highly customizable, user-friendly interface, workflows, and dashboards
    • Real-time data and analytics for faster decision-making
    • Strong integration capabilities with third-party tools including Zoom, Airtable, Salesforce, Hubspot
    • Digital sales rooms for seamless and personalized interactions with clients and prospects 
    • Efficient document management 

    Cons:

    • Limited out-of-the-box automation features
    • Users reported multiple bugs that negatively impacted their experience and declined trust in the tool’s capabilities 
    • Integrations with third-part CRMs only available in higher-tier plans 

    G2 rating:

    4.9/5

    Pricing:

    Dock offers a free plan for up to 5 workspaces. Paid plans start at $49 per user per month.

    7. Clari

    Clari is a revenue operations platform that streamlines RevOps, sales engagement, and conversation intelligence. It focuses on providing deep visibility into sales data, forecasting, and pipeline health. Clari optimizes workflows, automates sales engagement strategies, and accelerates productivity with AI-driven deal inspection.

    Clari

    Pros:

    • Strong AI-powered analytics
    • High-quality pipeline management tools
    • Easy to integrate with CRM systems like Salesforce
    • Easy-to-use call summaries with phrase searching 
    • AI-empowered multilingual call transcripts

    Cons:

    • More focused on sales rather than full RevOps
    • Lack of data transparency
    • Slow implementation and insufficient training 
    • Limited marketing automation capabilities
    • insufficient reporting capabilities 

    G2 rating:

    4.6/5

    Pricing:

    Pricing available upon request.

    8. Gong

    Gong is a revenue intelligence software that uses conversation analytics and AI to provide insights into sales and customer interactions, helping organizations engage clients, drive decision-making, and align strategies in the organization. By capturing and analyzing all customer conversations, across multiple channels like email, website, calls, etc., Gong helps sales teams improve their outreach, effectively manage opportunities, and close more deals. Marketing teams can benefit from conversation intelligence to craft personalized messages, and customer support can use data-driven recommendations to provide seamless experience.

    Gong

    Pros:

    • AI-driven conversation analytics for better sales insights
    • Over 40 purpose-built AI models
    • Strong pipeline management and forecasting tools
    • Call recording and transcription 
    • Conversation search for audio and video recordings 

    Cons:

    • More expensive than other similar tools 
    • Lack of revenue tracking features 
    • Overly complicated dashboards 
    • Data access limitations for portability and bulk export 

    G2 rating: 

    4.8/5

    Pricing:

    Pricing is custom, depending on the size of the team and available only upon request.

    9. Dreamdata 

    Dreamdata is a revenue operations platform that connects B2B marketing with revenue operations to automate and optimize marketing efforts. The software automatically collects, models and activates B2B go-to-market data across marketing, sales, and customer success to provide clear insights into what drives revenue. This way, Dreamdata helps teams optimize their efforts and improve decision-making.

    Dreamdata

    Pros:

    • 360° view of every customer journey 
    • Robust B2B revenue attribution and growth analytics.
    • Improves alignment between sales and marketing teams
    • Intuitive interface accessible for non-technical users
    • Revenue analytics with insights on the best-performing ads, channels, etc.
    • Flexible, custom attribution models for complex multi-touch B2B sales cycles
    • Straightforward and simple implementation 

    Cons:

    • Primarily suited for B2B use cases, limiting flexibility for other business models
    • Less comprehensive pipeline management compared to other vendors
    • Lack of tools for customer service teams 
    • Overly complex data visualization tools and lack of custom dashboards 
    • Expensive plans, especially for smaller businesses

    Pricing

    Dreamdata offers custom pricing based on business size and requirements, with a free trial available for up to 5 users. Paid plans start at $999 per month for up to 10 users.

    G2 rating

    4.7/5

    10. 6sense

     6sense is an AI-powered revenue operations software designed to help B2B companies drive revenue through account-based marketing (ABM) and sales intelligence. It uses data analytics and machine learning to uncover insights, prioritize accounts, and optimize go-to-market strategies. Additionally, 6sense provides features for audience building, advertising, data enrichment, and workflow automation.

    6sense

    Pros:

    • AI-driven insights for ABM and sales teams
    • Deep segmentations based on multiple inputs 
    • Advanced analytics and predictive scoring capabilities 
    • Integrates entire tech-stack to provide visibility into GTM teams actions
    • Great for targeting high-value accounts

    Cons:

    • Best suited for B2B companies; less useful for B2C
    • Complex and time-consuming setup and integration
    • Issues with inaccurate and missing data 
    • Complicated reporting 
    • Pricing can be high for smaller businesses
    • Customizing requires support team assistance 

    G2 rating:

    4.3/5

    Pricing:

    6sense offers a free plan with limited capabilities. Paid plans are based on usage and company size but are available only upon request.

    How to Choose Revenue Operational Software?

    To select the right revenue operations software for your business you should consider these key factors:

    • Business needs and goals - identify your specific challenges and goals, whether you are looking to obtain better visibility into your pipeline, generate more accurate revenue forecasts, or speed up the deal closure. Choose a platform that best aligns with your priorities.  
    • Features and functionality - after defining your goals and needs, identify features that will support your business in achieving key objectives. Look for core capabilities like pipeline management, customer lifecycle management, forecasting, AI-empowered automation, and integrated analytics and reporting.
    • Ease of use - look for a user-friendly solution that will be intuitive for all, both tech-savvy and non-technical users. Choose a no-code platform that provides pre-built templates and drag-and-drop tools to facilitate quick adoption across teams.   
    • Integration capabilities - ensure the software integrates seamlessly with your existing tech stack, including tools like CRM, marketing platforms, and analytics tools to avoid data silos.  
    • Scalability - choose a solution that can scale with your business, accommodating increased users and data, as your needs grow.  
    • Customization options - opt for a solution that will be easy to adapt to your needs, like a no-code platform that can customize user interface, workflows, business logic, etc.,
    • Data security and compliance - ensure the platform meets industry-specific security and compliance standards to protect sensitive customer and revenue data.  
    • Vendor support and training – check if vendors provide sufficient customer support and training resources to help your teams get the most out of the platform.  
    • Total costs of ownership - evaluate pricing to ensure the solution fits in your budget and check for hidden fees that could increase the total cost of ownership.

    Benefits of Revenue Operations Software

    By unifying data, automating processes, and providing actionable insights, RevOps solutions enable businesses to operate more efficiently and make data-driven decisions that maximize revenue.

    Here are the key benefits of revenue operations software:

    Improved team collaboration with a centralized data source

    RevOps software fosters better collaboration between sales, marketing, and customer service teams by providing a centralized platform where everyone has access to the same accurate, real-time information. Thanks to this unified data source and communication tools provided by the software, revenue-generating teams can align their strategies and effectively collaborate to provide a consistent customer experience.

    Enhanced revenue forecasting with real-time analytics

    Thanks to real-time analytics and data-driven insights, revenue operations software solutions help organizations forecast their revenue more accurately offering organizations a significant business advantage. Thanks to real-time analytics and data-driven insights, organizations can forecast revenue trends and make more informed decisions about budgeting, hiring, and resource allocation. They can also help identify growth opportunities, as well as potential risks, such as underperforming pipelines, and bottlenecks.

    Ultimately, revenue forecasting helps businesses maintain financial stability and confidently plan for long-term success. It ensures resources are directed where they will generate the greatest impact, maximizing profitability.

    Increased productivity with workflow automation

    RevOps software boosts productivity by automating repetitive tasks like pipeline updates, data entry, and follow-ups, and shift focus to high-impact activities. Marketing teams can spend more time crafting creative campaigns, sales teams can dedicate their energy to engaging with prospects, and customer service teams can focus on delivering timely support.

    Additionally, automation ensures that tasks are completed faster, helping teams improve their productivity and meet deadlines. With more time and resources directed toward revenue-generating activities, rather than administrative tasks, businesses can achieve greater efficiency.

    Optimized processes with better pipeline visibility  

    Revenue operations software provides a clear, real-time view of every stage in the sales process. With better visibility into the pipeline, teams can easily track where leads and opportunities stand, identify bottlenecks, and monitor the overall health of the pipeline. They can also easily spot potential issues, such as stalled deals or inefficient handoffs,do and address them in a timely manner.

    Greater customer satisfaction with personalized and consistent interactions

    Revenue operations platform helps businesses increase customer satisfaction with a seamless and relevant experience across all touchpoints, including calls, emails, websites, and social media.

    By capturing and centralizing customer data such as engagement history, preferences, behavior, and needs, the software provides teams with insights they need to understand their customers and deliver personalized and consistent interactions. Whether customers engage with marketing materials, talk to sales representatives or reach out to the service teams, they can expect a tailored interaction through their preferred channels.

    Revenue operations software also helps businesses respond to customer needs much faster, further increasing their satisfaction with a timely service. This level of care helps strengthen customer loyalty and build long-term relationships with clients.

    Better decision-making with data-driven insights

    RevOps software empowers leaders to make informed, data-driven decisions with a unified view of revenue data and organization’s performance. By consolidating and analyzing information from sales, marketing, and customer success operations, revenue operations platform helps leaders effectively identify trends, evaluate opportunities, and address challenges proactively. For example, they can quickly determine which campaigns are driving the most revenue, pinpoint pipeline bottlenecks, or assess customer retention metrics to refine strategies.

    Accelerated revenue growth with streamlined revenue lifecycle

    RevOps software directly contributes to accelerated revenue growth by optimizing every stage of the revenue lifecycle. It streamlines processes across sales, marketing, and customer service, ensuring that leads are nurtured effectively, deals are closed faster, and customers remain engaged and satisfied.

    With advanced analytics and AI-driven insights, teams can focus on providing tailored experiences to the high-value prospects, improving conversion rates and increasing deal sizes. Additionally, revenue operations software can help identify cross-sell and upsell opportunities, boosting revenue from existing customers.

    Enhanced effectiveness of revenue-generating activities with advanced AI capabilities

    The best revenue operations software leverage the latest advancements in artificial intelligence including Generative AI, Predictive AI, and Agentic AI to help businesses increase the effectiveness of sales, marketing, and customer services operations.

    Generative AI helps all customer-facing teams craft highly personalized messages that resonate with customers. This tailored approach ensures that communication is more relevant and accurately answers customers needs and preferences. Using GenAI to generate content, organizations can provide personalized customer experience, increase response rates and improve customer engagement.

    Predictive AI analyzes vast amounts of data including historical data, customer behavior and market trends to forecast which strategies and actions will bring the best results. By providing actionable recommendations, revenue operations software empowers teams to make informed decisions about their efforts. For example, data-driven insights can help marketing teams prepare strategies for upcoming months that will resonate with predicted trends, and customer needs. Marketing professionals can also combine insights delivered by predictive AI with GenAI to swiftly prepare engaging marketing materials.

    Agentic AI can further boosts effectiveness of business processes by autonomously managing tasks like updating records, scheduling follow-ups, etc. While revenue operations software takes care of routine tasks, teams can focus on increasing the effectiveness of high-value activities like building strong customer-relationships through personalized interactions. Additionally, Agentic AI helps teams complete tasks correctly and on time with predefined workflow rules, automated assignments, routing, and notifications.

    Key features of RevOps software

    Revenue operation software offers a wide range of features designed to streamline processes, align teams, and maximize revenue potential.

    Here are the essential features of a comprehensive software for revenue operations:

    • 360-degree customer view - provides a unified, complete view of customer data across the entire lifecycle, from initial contact to post-sale. The software ensures multichannel customer data capture, including demographics and firmographics data, interaction and transaction history, behavioral data, needs, and preferences.
    • Pipeline management - clear, real-time visibility into the sales pipeline, that enables teams to track opportunities, monitor progress, and spot bottlenecks.
    • Revenue intelligence and forecasting - analyzes all revenue data, providing real-time visualizations and dashboards with valuable insights that support informed decision making. Predictive insights and AI-driven forecasting helps organizations accurately predict revenue outcomes and plan accordingly. 
    • Lead generation and management - manages lead lifecycle including capturing, segmentation, distribution, engagement, conversion and recycling.
    • Lead scoring - assigns scores to each lead based on predefined rules, and prioritizes leads based on their likelihood to convert, allowing sales teams to focus on high-potential prospects. 
    • AI business automation – robust revenue operations software provide AI-empowered automation capabilities that leverage Predictive, Generative, and Agentic AI to autonomously execute repetitive tasks, provide recommendations based on data-analysis, and generate personalized content and responses.
    • Marketing campaign management - visual campaign designer for marketing campaign planning, budgeting, execution, tracking, and analysis
    • Case management - case and service request management with automated case registration, classification, routing, and resolution workflows.
    • Omnichannel communication tools - provides integrated messaging features, shared dashboards, and task assignments to facilitate cross-departmental collaboration. 
    • Revenue attribution - tracks and assigns revenue to the specific efforts and channels that contributed to a deal’s success, providing insights into what strategies are driving growth. 
    • Integration capabilities - supports seamless integrations with CRM, marketing automation, and other business tools to create a cohesive tech stack and avoid data silos.  
    • Security and compliance management - provides security features such as end-to-end encryption, multi-factor authentication, etc., and compliance with industry standards like GDPR or SOC 2.  

    Revenue Operations Software Trends in 2025

    The revenue operations software landscape in 2025 will focus on providing businesses with smarter, more agile tools that prioritize customer experience, operational efficiency, and security.

    These trends will shape the future of revenue operations, driving growth and innovation:

    Widespread integration of AI models 

    While AI is already a part of many RevOps software solutions, 2025 will see more widespread integration of advanced AI models. Goldman Sachs predicts that by 2025, global spending on AI in businesses will surpass $200 billion, which highlights the increasing importance of artificial intelligence technology in business landscape.

    Software for revenue operations will use AI-empowered tools not only to provide revenue forecasting insights, but also recommend actions in real-time, such as redesigning sales pipelines. AI-driven coaching and personalized training for sales teams will also become more prominent, further improving team performance.

    Unified RevOps platforms

    Businesses seek to consolidate their technology stacks into comprehensive RevOps platforms to avoid data silos and piecing together information from multiple tools. It will result in software providers creating unified platforms that consolidate sales, marketing, and customer service with end-to-end visibility. This approach will help companies manage all revenue-related operations in one place, increasing their operational efficiency and reducing technology costs.

    Real-time data analytics

    Real-time analytics, often supported by AI, is becoming the standard for revenue operations software. Platforms provide immediate insights on customer behavior, pipeline changes, and revenue projections, so teams can instantly act upon them. This approach supports agile decision making helping businesses keep up with ever changing market conditions.

    Emphasis on data privacy and compliance

    Data privacy regulations are becoming more widespread and stringent worldwide, with governments introducing new laws and enhancing existing regulations to address growing concerns over data protection. That’s why revenue operations software will place even stronger emphasis on compliance with data privacy laws such as GDPR, CCPA, and others. Enhanced security measures and built-in compliance tools will become essential features, ensuring companies can responsibly manage sensitive data.

    Integration of Web3 technologies

    As blockchain and decentralized technologies continue to grow, revenue operations tools may begin integrating Web3 capabilities for transparent and secure transactions handling. This could include features like smart contracts, transparent deal tracking, and secure data sharing among stakeholders. Integration of this technology will further improve security and reduce fraud risk.

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