Alternatives to Vertify

Compare Vertify alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Vertify in 2026. Compare features, ratings, user reviews, pricing, and more from Vertify competitors and alternatives in order to make an informed decision for your business.

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    LeanData

    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.
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    Jiminny

    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.
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    DemandFarm

    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
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    Nue

    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.
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    Clari

    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.
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    People.ai

    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
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    Gong

    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.
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    Outreach Commit
    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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    Kluster

    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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    Fullcast Perform
    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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    InsightSquared

    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.
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    BoostUp

    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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    Revenue Grid

    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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    SalesDirector.ai

    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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    Revenue.io

    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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    RevOptics

    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
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    Mperativ

    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.
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    Cendyn Revintel
    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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    Houseware

    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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    Xfactor.io

    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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    revVana

    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.
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    Una

    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.
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    eiPlatform

    eiPlatform

    PilotFish

    The PilotFish suite of integration engine solutions delivers rapid interoperability in virtually every area of healthcare. Solution providers are leveraging our integration software’s flexibility, extensibility, and easy learning curve to accelerate integration and increase revenues. With our interface engine’s exclusive graphical automated interface assembly line process and open APIs, interfaces can be created and maintained at an unprecedented speed. No coding, no scripting required. HL7 and X12 EDI interfaces are a snap. Non-developers can do up to 90% of the work too. Interface reuse further slashes implementation timelines.
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    Troops

    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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    Clevenue

    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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    Next Quarter

    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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    Falkon

    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.
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    Aviso

    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.
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    Sightfull

    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.
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    SellScience

    SellScience

    scaleMatters

    Eliminate Waste. Unleash Growth! scaleMatters uses BI and data analytics to deliver massive efficiency gains in sales and marketing for SaaS and subscription businesses. Identify and eliminate your wasteful sales and marketing spend. Reduce your Customer Acquisition Costs by 25%-75% (proven). Redeploy capital towards growth or profitability. The Problem ~50% of sales and marketing spend by SaaS companies is completely wasted. Here's how it happens: Starts with Bad Data and Processes. Poorly configured sales and martech stacks are a breeding ground for garbage data. Bad Data Fuels Poor Decisions. Without the good data and insights to inform decisions, scattershot sales and marketing occurs. Results in Rampant Inefficiencies. Precious time/capital burned on poor performers, process friction points, low yielding strategies, etc. The impact systemic sales and marketing waste drives up CAC and suppresses revenue growth. Status Quo is No Longer an Option.
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    BigLittle RevenUp

    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.
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    Tektonic AI

    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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    Spotlight.ai

    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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    Cube RM

    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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    AccountAim

    AccountAim

    AccountAim

    Staying focused on your best accounts couldn’t be easier. Prioritize your top accounts in real time with custom scoring or by integrating with your existing scoring and intent tools. Personalize and automate books of business based on individual performance and capacity. Improve competitive win rates by building deeper expertise and reducing context switching. Build, track, and enforce revenue processes across your entire organization. Set guidelines, spot and solve issues instantly, and keep accounts evenly distributed as your team grows. Build deeper expertise and more meaningful relationships. Leave messy handoffs and transitions in the past. Adapt on the fly as your team and tech stack evolve. Take a one-on-one guided tour of our platform, and see how we make it easy to build deeper customer relationships. Ensure the right accounts are always worked the right way, always. Stop revenue leak with rules of engagement.
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    Glyphic

    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.
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    Unify

    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
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    Lative

    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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    RevSure

    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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    HubSpot Customer Platform
    Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.
    Starting Price: Free
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    Tabs

    Tabs

    Tabs.com

    Tabs is a modern revenue automation platform built for modern finance teams. It unifies billing, collections, and revenue operations in one flexible system—automating everything from contract-driven invoicing to revenue recognition and close management. Tabs connects directly with tools like Stripe, NetSuite, QuickBooks, Plaid, and Slack to sync data in real time and eliminate manual handoffs. Finance leaders use Tabs to configure complex billing models, manage usage-based or multi-entity revenue, and generate audit-ready reporting without spreadsheets. Its intelligent workflows handle billing, dunning, and cash application automatically, while dashboards surface ARR, MRR, and cash flow metrics across customers and entities. With enterprise-grade compliance (SOC 2 Type II, US data centers) and lightweight implementation, Tabs helps finance teams close faster, scale efficiently, and gain full visibility into the entire revenue lifecycle.
    Starting Price: $1500/month
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    Forwrd

    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.
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    Fullcast

    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.
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    KPIKIT

    KPIKIT

    KPIKIT

    KPIKIT translates complex technical and marketing data into actual monetary impact. When you scan the site, we show you exactly where your site is leaking revenue, how much you're losing, and exactly how to prioritize the KPI fixes using the ICE framework that is fine tuned and fully adjusted for your market's seasonality. No code, no scripts, and no sensitive data required. Just paste your URL and get a complete, real-time revenue assessment in 45 seconds.
    Starting Price: $39/month
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    Reveal

    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.
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    Salesforce CRM Analytics
    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
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    MoData

    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.
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    Myko

    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.
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    Introhive

    Introhive

    Introhive

    Put your business data to work with Introhive’s revenue acceleration platform. No matter what your data struggles are, trust Introhive to do the job. Introhive transforms your messy data into real insights and opportunities, delivered directly to your revenue teams when and where they need them. Automate CRM data entry and spend more time growing your business. Cleanse customer and prospect data on demand to fuel revenue growth. Reveal new sales opportunities across your existing business relationships. Guide data driven decisions to shorten sales cycles and increase win rates. Enable your management team with the data and insights they need to lead, coach, maximize employee productivity, and drive predictable revenue. Maximize campaign performance with a finely tuned marketing database of 5-10X more contacts that are fully enriched and maintained in real-time.
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    Dreamdata.io

    Dreamdata.io

    Dreamdata

    Dreamdata is a B2B revenue attribution platform that empowers go-to-market teams with actionable insights to drive growth. It automatically collects, models, and activates data from across your marketing and sales tech stack, providing a 360° view of the customer journey. With Dreamdata, you can: - Accurately attribute revenue to specific marketing and sales activities. - Understand the ROI of your campaigns and channels. - Identify buying signals and prioritize high-intent leads. - Build targeted audiences for personalized campaigns. - Measure performance against industry benchmarks. Dreamdata's no-code interface makes it easy to use, even for non-technical users, while its powerful analytics capabilities provide the depth of insight needed to make data-driven decisions. By connecting spend to revenue and pipeline, Dreamdata enables B2B teams to optimize their go-to-market strategies and achieve sustainable growth.
    Starting Price: $999 per month