Best Revenue Operations Software: 2024 Review

Revenue operations provides a comprehensive strategy for your business management.

It bridges the gap between marketing, sales, and customer success teams to ensure everyone is working towards achieving shared business goals.

Finding the right revenue operations software to support your RevOps strategies can be challenging, as you’ll need a variety of well-integrated capabilities (such as CRM, project management, financials, etc.).

In this article, we’ll explore how to find the best RevOps software solutions and compare some of the best reviewed options currently available.

The most important thing for supporting your revenue operations is ensuring that your data is centralized. An ideal revenue operations software is an all-in-one tool which combines several functionalities, such as:

Other important criteria include scalability, user interface, and customer support. If the tool performs poorly on these three levels, this can impact adoption. Ultimately, it means that you won’t be able to get the most out of your software and see a real impact.

Productive is the ideal tool for taking a holistic approach to your business management

It’s designed to integrate key professional services workflows into one platform. This helps your teams focus on a common goal and make data-driven decisions based on unified data

Find out how Productive supports your team autonomy.

Some of Productive’s key features includes lead mangement with an integrated CRM, financial management with budgeting and billing, project and task management, and customizable reporting.

Let’s explore these key features in more detail.

Productive offers a lightweight sales CRM to bridge the gap between your project management and sales strategies.

You can use it to set up custom stages for your sales funnel and update the status on deals. You can also set stages on deals as won and lost, manage reasons for lost deals, and then combine this with other metrics to get actionable insights.

The CRM feature is connected to budgeting, so you can use agency rate card data to create and send proposals to clients easily. Run your entire sales process by then converting won deals into projects.

You can also:

Productive offers advanced features for tracking revenue-generating activities. You can define your agency rates, build rate cards, create budgets (fixed, hourly, retainer), and monitor every aspect of your project finances. For revenue recognition, choose between two ways of reporting from fixed services — spread across time or recognized on a single date.

This also includes financial forecasting. By scheduling your resources (each with their associated costs), you can view your revenue and profit margins ahead of time. This provides you with data-driven insights at every step of your project execution so you can control scope creep and get reliable project progress information.

With Productive, you can also track billable hours. This data is used to create client invoices on the platform, but you can also use Productive’s Xero or QuickBooks integrations to finalize your billing.

Manage your market strategy, streamline repetitive tasks, and get a 360-degree view of your projects with Productive.

With the Project Management feature, you can switch between multiple project views, including Kanban, Gantt, Workload, and more. Collaborate with teammates on tasks with dependencies, subtasks, and todos, estimate completion times, and add other custom task fields.

You can also create and share documentation with Docs, create no-code automations, and set up custom permissions to control who can see and do what.

Productive’s Reporting pulls data from multiple platform sources, including time tracking, budgeting, resource planning, invoicing, and more. You can create reports by using one of the 50+ agency-focused templates or by building your own from scratch. Use custom fields to add agency-specific parameters and choose whether you want to depict your report as a data table, chart, or both.

To share reports, you can also create custom dashboards and add widgets to them. You can also set up automatic sharing to email or Slack.

Productive offers a range of native integrations for a more seamless tech stack.

Some options include Xero and QuickBooks for accounting; Slack, Google Calendar, and Memtime for collaboration and timetracking; Breathe and BambooHR for HR management; HubSpot, Jira, Zapier, and many more.

Productive offers a 14-day free trial, so check it out to see what the platform can do for your business.

The Clari revenue platform is a leading provider of solutions for supporting revenue teams. This includes modules such as Copilot for call recording during the sales process, Forecast for predictive analytics, and Groove for email templates, automations, and more.

Key features:

Users enjoy that Clari can give them a “holistic view of your business” (Source: Reddit). The platform has overall positive reviews on G2, though many users state that reporting could be more advanced. Some have reported that they need to supplement their insights with additional tools.

Additionally, Clari doesn’t offer transparent pricing, which means you’ll need to get in touch with the sales team to find out their pricing. This fact, alongside its many modules, can complicate your decision-making process.

Gong is an AI platform for sales, customer success, and marketing teams built on customer interactions. It supports revenue growth by analyzing sales operations and customer experiences.

Key features:

Gong’s core feature is built around customer interaction recording and insights. It can be a valuable tool if you’re interested in managing your sales reps and improving performance. However, there’s not much in the way of marketing work management or general revenue tracking (for ex., project budgeting or invoicing).

While Gong is certainly a nice-to-have sales enablement tool, it won’t be necessary for most teams. Some users also find Gong to be pricey for what it’s offering:

Source: Reddit

Salesforce CRM Analytics, previously known as Tableau, is a reporting tool that translates data into visualizations to provide valuable insights into key performance indicators.

Key features:

Tableau is a powerful business intelligence solution that helps business leaders make informed decisions and take a strategic approach to their business management. Tableau isn’t the most complicated reporting tool out there, but it can be on the harder-to-learn side. Businesses that want to invest in Tableau will want to consider hiring for a project analyst role or a similar professional who’s well-versed in using the tool.

Additionally, some users have reported issues with customer support after Tableau was acquired by Salesforce.

Source: Reddit

HubSpot is a CRM platform for marketing agencies, sales teams, and customer success teams. It offers multiple different modules, called Hubs, across different industries and business needs. 

Key features:

HubSpot is a well-known marketing agency software, and a common competitor to Salesforce in the same bracket. According to some user reviews, HubSpot is generally more pricey than Salesforce, but simpler to use. On the other hand, the reporting functionalities might be lacking in comparison.

Source: Reddit

While tools such as HubSpot or Salesforce can be great for customer relationship management and sales enablement, you’ll also need to consider implementing an agency management tool to handle projects and budgeting.

Kluster is a revenue intelligence platform that helps SaaS companies achieve revenue growth targets with advanced strategy, planning, and execution tools.

Key features:

Kluster is a management software focused on providing forecasting and predictive analytics. It connects to your CRM to analyze historical data and predict revenue using AI. For example, Kluster can be integrated with HubSpot to provide more reliable forecasting software and sales productivity management.

The platform has overall positive features on review websites. The only downside is that it will increase your tech stack rather than decrease it, as it’s designed to complement a more robust CRM platform.

Aviso is a revenue operations software for sales, marketing, and customer support teams. It offers integrations with HubSpot, Salesforce, SAP, and other CRM software.

Key features:

Users report that Aviso helps them make sense of their revenue operations metrics and get the most out of their CRM systems. It’s a tool that can synergize well with your RevOps tech stack. As a downside, a review on G2 reports that the implementation is more hands-on than with some large SaaS providers, so keep in mind that you’ll need to invest time into getting the most out of this revenue intelligence software.

6sense revenue AI offers distinct revenue operations tools for sales teams and marketing teams. The marketing solution offers capabilities such as data enrichment and audience building, while the sales solution offers account intelligence and workflow prospecting.

Key features:

Although Sisense is fairly well-reviewed, customers report issues with inaccurate or missing data.

Source: G2

When it comes to its good sides, users enjoy that the platform is designed to support not only marketing workflows but also sales and ops. The tool is reported to be simple and straightforward to use.

Weflow is a sales pipeline management and forecasting tool that helps RevOps leaders and their teams get the most out of Salesforce with a streamlined interface.

Key features:

If you’re already using Salesforce to manage your sales and marketing processes but are having issues managing your data, Weflow is a fair option.

Source: G2

Revenue Grid is another revenue operations solution that integrates with your CRM and marketing automation tools to improve data management and accuracy.

Key features:

Revenue Grid offers integrations with a handful of CRMs. The most notable one is Salesforce, which can be a nice-to-have option for syncing your data and simplifying processes. Users often enjoy the fact that it syncs with the Gmail suite. Like Weflow, it’s a solid addition to your tech stack.

Key features of revenue operations (RevOps) platforms include:

To choose revenue operations software, consider what option best resolves your pain points. Are you looking for a tool that can fit into your current tech stack? Or are you interested in reducing the number of tools you have for a more comprehensive solution?

Another important thing to consider is user design and customer support. Software which offers a free trial can be a great option to help you get some first-hand experience into features and usability.

For scalability, consider how active the vendor is on their website, roadmap, and/or social media. A tool dedicated to polishing and upgrading its experience is usually a better choice than a legacy solution, as it ensures you’re using the most advanced and modern solutions for your workflows.

According to research by Mint Jutras, the benefits of implementing a revenue operations tool include:

Why do these types of tools have such an impact?

Revenue operations software enhances data accessibility and availability by centralizing information, making it easily accessible for all team members. This supports improved internal collaboration, as teams can effortlessly share and access the same data. This leads to better delivery quality, reduced turnaround times, and increased employee productivity.

When researching revenue operations solutions, prioritize those that centralize data, integrate well with existing systems, and offer robust reporting and automation features.

A tool such as Weflow or Revenue Grid can be a good addition to your existing CRM solutions. Others, such as Gong or 6sense, can be a great specialized platform for sales or marketing teams.

Productive, with its comprehensive suite, stands out for its ability to unify workflows and provide valuable insights into all aspects of agency management.

Book a demo with Productive to find out what the tool can do for your agency.