Alternatives to Clari
Compare Clari alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clari in 2026. Compare features, ratings, user reviews, pricing, and more from Clari competitors and alternatives in order to make an informed decision for your business.
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1
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
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
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
4
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 -
5
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. -
6
Clari Copilot
Clari Copilot
Clari Copilot (previously Wingman) turns your revenue team into serial closers by helping them win every revenue-critical moment. With Clari Copilot’s conversation intelligence platform, reps and managers have everything they need to compete fiercely, spot revenue leak, and close deals faster. With Clari and Clari Copilot coming together, you have everything you need to run revenue on one platform. With Clari Copilot, your conversation data lives right where your sales team works, in Clari. Top sales teams at Chargebee, Oktopost, PartsBase and Properly Homes trust Clari Copilot to run their revenue.Starting Price: $500 per user per year -
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
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 -
9
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
10
Suger
Suger
Suger is the modern platform for Cloud Go-to-Market (Cloud GTM). We make it easy for software companies to list, transact, and co-sell through cloud marketplaces and partner portals like AWS, Microsoft Azure, Google Cloud, Snowflake, and Alibaba. Suger automates the manual, cross-functional work behind Cloud GTM—from private offers and CRM syncing to entitlement fulfillment and co-sell execution—so your sales, ops, and finance teams can focus on closing deals, not chasing workflows. Built API-first with 24+ integrations, Suger connects directly to cloud marketplaces and partner portals, CRM, CPQ, communications, billing & metering, accounting, data warehouse, file storage, IAM/SSO systems, and more to power your marketplace motion end-to-end. Over 200 software companies—including Intel, Notion, Webflow, Clari, and Fivetran—trust Suger to simplify and scale their marketplace revenue. -
11
QuotaPath
QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.Starting Price: $15 per user per month -
12
Claris FileMaker
Claris
Build apps like a boss. Take on digital transformation with Claris FileMaker. Quickly build custom apps that solve your business problems today — and tomorrow. Accelerate your business, unlock your team’s creative potential, and drive to better outcomes. Need an app to solve a really sticky business problem? Build it with FileMaker. It’s got all the tools you need to roll up your sleeves and DIY — or team up with pro developers for next-level expertise. And by today, we mean today. With built-in templates, drag-and-drop design, and an intuitive graphical UI, you’ll be app-building in no time. And your work goes live the second you’re ready, across every device — that’s the power of FileMaker. Need an app now but crunched for time? Odds are you’re not alone. Explore Marketplace to find the perfect jumping off point for your own custom app — from templates and components to fully-completed vertical market apps.Starting Price: $21 per user per month -
13
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 -
14
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. -
15
Chief
Chief
Chief is a predictive revenue intelligence platform that uses AI and machine learning to help sales organizations forecast outcomes and identify pipeline risk. While traditional revenue intelligence tools focus on recording historical data, Chief monitors real-time deal behavior to provide a system of action for CROs, RevOps, and Sales Leaders. Chief integrates directly with CRMs like Salesforce and HubSpot, along with over 300 GTM tools, to analyze activity patterns, stage velocity, and stakeholder engagement. Chief identifies specific behavioral deviations like deal inactivity, stalled velocity, and single-threading. Then it notifies users of these risks and recommends next steps to address them--before they impact the quarterly forecast.Starting Price: $2500/month -
16
Chorus by ZoomInfo
ZoomInfo
Increase the success of your sales teams with Chorus by ZoomInfo, a conversation intelligence platform. Chorus by ZoomInfo provides sales teams the ability to capture, summarize, and analyze their customer meetings to identify opportunities and customer interests and improve meeting performance. Chorus also enables easy collaboration and integrates with Salesforce Enterprise and leading online meeting and sales engagement platforms. Capture and share your sales team's best talk tracks to create more quota-crushing "A" players. Unlock hidden insights from customer conversations that close deals. -
17
Dealcode
Dealcode
AI Guided Selling Software: for B2B and SaaS Sales Teams! Dealcode analyzes your CRM and identifies success patterns in your sales process. Learn how your pipeline health is doing, which deals are at risk and how to increase your sales teams productivity with AI Guided Selling. Dealcode is a SaaS company that develops and provides an AI Guided Selling solution for B2B sales teams. By using artificial intelligence it helps to minimize subjective components in the sales process, enabling sales teams to close deals faster and more efficiently. Existing CRM systems are analyzed based on 150 factors to determine the perfect sales process - making Dealcode the world's first system that uses machine learning to determine a custom winning formula for each company and customer. The result: revenue and growth become more predictable, sales efficiency measurably increases, and resources remain stable.Starting Price: 49€ -
18
Grain
Grain
Trusted By 31,000+ Teams Grain automates note-taking so you can focus on the big picture. With meeting summaries, account insights, and coaching suggestions, Grain allows you to focus most on overviews and less on routine tasks. Over 31,000 teams trust Grain to help alignment and productivity with simple, all-in-one features. Everything Your Team Needs Grain has everything your team needs to get more out of every meeting. It’s free to use, simple to set up, and cost-effective for your entire company. Automated Tasks and AI CRM Updates will help you hit targets and boost productivity. You handle the meeting, Grain handles the note-taking Grain automatically generates meeting recordings and transcripts with precise, AI-powered notes. Tailor your meeting with custom or prebuilt AI templates, and use Live Notes to perfect your insights during the meeting. Never miss a follow-up with consistent, accurate next steps Help your team keep up the momentum with automaticallyStarting Price: Free -
19
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. -
20
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. -
21
HelloProfit
HelloProfit
Watch your sales stats, ranking, and profit LIVE thanks to HelloProfit’s top-notch technology. HelloProfit is community driven software. We rely heavily on the feedback of our users. Your voice matters! Get the high level information you need right at your fingertips. Then drill down to understand exactly what is impacting your profits. Drill down by Merchant, Marketplace and Date. Get the details you need at the level you need them. At a glance, get an high level view of your sku level data. See aggregate stats on exactly the products you want by grouping your products, for example one product line only, or FBM products only, etc. Hide data you don’t need, and feature areas you need to focus on for growth. -
22
MeetMinutes
MeetMinutes
MeetMinutes is an AI-powered meeting intelligence platform designed to supercharge productivity by automatically recording, transcribing, and generating structured, actionable summaries of your meetings. It offers accurate summaries with a money-back guarantee policy, allowing you to chat with your meetings and jump to the exact timestamp where it was mentioned. The platform enables efficient task management by converting action items into to-dos in the task management tool of your choice. MeetMinutes effortlessly integrates with your existing Google or Microsoft calendar and works with Google Meet, MS Teams, and Zoom. It supports multiple languages in the same meeting, providing automated transcriptions, task tracking, and key insights, eliminating the need for manual note-taking. MeetMinutes is trusted by over 50 top brands across the globe. Access conversation intelligence, sentiment analysis, engagement metrics, and usage analytics to optimize team performance.Starting Price: $14 per month -
23
RevGain
RevGain
RevGain is an AI-powered revenue platform that transforms your growth flywheel by enabling higher retention and expansion with an augmented workforce of Human + AI working together. It helps Account Managers, Customer Success, and Support teams serve as value advisors for their customers, drive adoption and revenue growth, and minimise friction across the customer journey. The Data Platform enables you to unify data on RevGain without building complex data pipelines, allowing teams to take action on their data across every persona and utilise trusted AI solutions powered by that data. Revenue Engine provides pre-built and customizable metrics for Sales Ops, Marketing Ops, CS and Support Ops, maintaining a single source of truth with governed revenue metrics. Wingman AI and Wingman AI Agents deliver early warning signals, recommendations and actions on top of this data, so teams can prevent churn, boost account health and run proactive plays.Starting Price: Request Pricing -
24
MoData
MoData
MoData is a fully automated sales BI platform designed for high-growth teams looking to scale. Intuitively visualized, it provides 360-degree insight on the past, present, and future of your sales team, instantly connecting you with the information you need to make fast confident decisions. From tracking quota to spotting which rep needs more pipeline, MoData is the best all-purpose BI tool for SMB that comes ready to use right out of the box - no assembly required. -
25
MaxIQ
MaxIQ
MaxIQ is an AI-native Revenue Intelligence platform that helps Sales, Customer Success, and RevOps teams operate on a single revenue system. It connects pipeline, forecasting, conversation insights, and post-sales execution so teams can see what’s happening across the entire revenue journey. MaxIQ helps revenue teams understand deal health, improve forecast accuracy, capture insights from customer conversations, and drive retention and expansion. Instead of disconnected tools for sales and customer success, MaxIQ provides one unified platform that gives revenue leaders full visibility from pipeline creation to renewals and growth.Starting Price: $$ -
26
Traq.ai
Traq.ai
Traq.ai is an innovative sales intelligence company that is gaining market traction. Our proprietary AI, combined with ChatGPT, translates sales conversations into actionable data. Traq.ai boosts sales team effectiveness and efficiency by analyzing each call and providing Call Coaching, Call Summaries, Risk Analysis, Thank You emails, Follow-up lists, and more. By delivering data-driven insights, Traq.ai improves win-rates and accelerates revenue growth.Starting Price: $30 per month -
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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. -
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SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
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SalesDirector.ai
SalesDirector.ai
SalesDirector.ai is a revenue data platform that helps B2B sales organizations scale by capturing and delivering intelligent sales data and analytics to the entire revenue stack. We capture email and calendar data from sales rep activity and cross-reference it with CRM data to deliver predictive insights about their pipelines, behavior and customer interactions. These insights are delivered directly to their CRM or can be visualized in their favorite BI tool (such as Tableau, Domo, Google Data Studio, Power BI or even Einstein Analytics). Armed with these predictive insights, sales organizations can accelerate and optimize their opportunity pipelines, increase their win-rates and power their entire revenue stack with reliable, intelligent sales data. SalesDirector.ai is used by leading companies like MongoDB, JD Power, Digital Map, Wicresoft and DeltaData.Starting Price: $29.00/month/user -
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Zoom Revenue Accelerator
Zoom Communications
Zoom Revenue Accelerator is a conversation intelligence tool, for users of Zoom Meetings. Zoom Revenue Accelerator also provides seller guidance and highlights, such as talk-listen ratio, filler word usage, call review to locate the parts of the conversation and topics that the prospect found most engaging, and next step reminders. As an intelligence tool, Zoom Revenue Accelerator aims to provide: - Actionable feedback - Reduces anecdotal feedback and identifies areas for improvement using post-meeting analysis that includes transcription highlights as well as sentiment and engagement scores. - Accurate forecasting - Digestible, aggregated insights integrated into a CRM to provide context on the sales funnel, highlight deals that need attention, and identifies pipeline trends. - An understanding deals - Displays sales deals by stage, size, teams, opportunity name, and use analytics for the number of interactions, competition, and customer sentiments. -
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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. -
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Clari5
Clari5 (CustomerXPs)
Category leaders for Enterprise Fraud Risk Management Systems and Anti-Money Laundering Systems, winner of premier global acclaim for product innovation and featured consistently in global risktech and regtech top 100 rankings, Clari5 redefines real-time, cross-channel Financial Crime Risk Management using a 'central nervous system' approach to help banks combat financial crime. Clari5 uses a ‘human brain like’ approach by synthesizing enterprise-wide intelligence and delivering precise contextual insights in extreme real-time, within the short transaction window, for necessary interventions. Clari5 is a bolt-on system, requires no replacement and features a compact implementation cycle with extremely quick ROI. Harnessing the combined power of Automation, AI, ML, Decision Sciences & Real-time Decisions, Clari5 is today processing over 10 bn transactions and is managing over 500 mn accounts. Marquee banks in 15 countries trust Clari5 to power their fraud risk management strategy. With -
33
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. -
34
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. -
35
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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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. -
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Claris Connect
Claris
Digital transformation starts with flow. Escape from app chaos by bringing your everyday apps together to create automated workflows. Streamline your business. Supercharge your innovation. Your one platform for thousands of uses. Simplicity and power are no longer a tradeoff. Just point and click to pick the apps you want to connect, select triggers and actions, and now your apps are working for you. Automate in minutes, not days. Really. All of your apps and flows work together. Integrate both cloud and on-premise apps into a seamless workflow — including custom apps built with Claris FileMaker. Even use device-to-cloud integrations from your phone. Claris Connect is built on Claris Core. This means our DevOps, CloudOps, and SecOps teams work to ensure you have the latest technologies and strongest security. We include end-to-end encryption, HSM key management, OAuth, MFA, AI-based threat protection, and more. Connect with confidence. -
38
MetaBiz
MetaSys Software
Metabiz is a Multi-Platform business management software with the ability to handle several aspects of Workflow Management as well as Customer Relationship Management. It is a Claris FileMaker-based software originally created in FileMaker 12, it has been upgraded a few times and currently works with Claris FileMaker 19. Every company has its own specific needs which is why we offer complete customization of this product suited to the client’s requirements. This module offers a personalization feature in your client communications which goes a long way in forging long-standing relationships. It also facilitates efficient tracking of your documents and management of your clients & contacts. Projects, Timesheets, Calendars and other work processes can be easily streamlined through this module. -
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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 -
40
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 -
41
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. -
42
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. -
43
revVana
revVana
The only platform dedicated to plan and maximize revenue. revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?” can now be answered — and more importantly, corrected. With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas. -
44
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. -
45
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. -
46
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 -
47
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 -
48
Salesforce CRM Analytics
Salesforce
CRM Analytics, powered by Salesforce, is an advanced platform that combines AI-driven insights with Salesforce data to help businesses make faster, more informed decisions. It offers real-time predictions and recommendations, enabling businesses to uncover actionable insights specific to their industry and role. With out-of-the-box dashboards and over 50 data connectors, CRM Analytics allows users to integrate external data and create a holistic view of their customers. This helps to identify opportunities for cross-selling and upselling, automate tasks, and optimize business processes directly within the Salesforce workflow.Starting Price: $50 per user per month -
49
Forecastable
Forecastable
Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning. -
50
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.
