List of the Top 24 Revenue Operations Software with a Free Trial in 2026

D&B Hoovers accelerates the journey from prospecting to establishing profitable client relationships more efficiently. By identifying crucial prospects and potential areas for growth, it serves as a powerful sales acceleration tool that leverages data and analytics. B2B sales professionals can engage with clients swiftly, enhancing their business development efforts. With access to comprehensive intelligence across more than 120 million business records, users gain valuable insights that empower their marketing and sales strategies. The platform features an intuitive interface alongside automated workflows, including alerts, triggers, and smart lists, which simplify the user experience. Furthermore, D&B Hoovers merges Dun & Bradstreet's extensive commercial database with advanced analytics to deliver a robust sales intelligence solution. This service also offers versatile search and list-building capabilities, real-time alerts, in-depth company profiles, and insightful research reports to support informed decision-making in the sales process. Overall, D&B Hoovers positions your organization for success by enhancing the efficiency and effectiveness of your sales efforts.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

Jiminny stands out as a premier Conversation Intelligence platform that captures and evaluates vital market insights through video, voice, and email communication. Utilizing advanced AI technology, it streamlines data entry into CRM systems, thus freeing up valuable time for your team and enhancing overall productivity. This allows revenue teams to concentrate on smarter selling techniques, leading to accelerated growth and a higher number of closed deals. The platform features an intuitive design and provides actionable insights, enabling managers to successfully nurture their teams while allowing executives to make informed, data-backed decisions with confidence. Users experience tangible ROI within just six months, thanks to a smooth onboarding process and an easy-to-navigate interface. By harnessing Jiminny's capabilities, your business can turn conversation intelligence into a significant catalyst for revenue advancement and long-term success.

Gong is a powerful AI-driven revenue platform designed to help businesses consolidate their revenue processes and refine their engagement strategies. By seamlessly integrating with current CRM systems, it delivers comprehensive customer insights, precise forecasting, and enhanced sales performance. The platform empowers teams by providing analytical intelligence on customer interactions, reducing repetitive tasks, and boosting overall productivity. With innovative features such as Gong AI and the Gong Data Engine, organizations can optimize their operations, elevate sales training, and achieve better business results. Additionally, Gong’s focus on data utilization ensures that teams can make informed decisions to drive growth.

At the heart of revenue management is a sophisticated system that guarantees every revenue signal is captured effectively. By ensuring that relevant data reaches the appropriate individuals exactly when and where it is needed, you enable them to perform at their best. Staying updated on crucial events, whether it's tracking potential leads, finalizing deals, or managing customer inquiries, is of utmost importance. Equipping your team with essential insights and guiding them toward optimal actions is vital for success. Moreover, integrating your workflow with existing platforms like Slack and MS Teams can facilitate smooth searching, accessing, and modifying of your CRM data. It's important to grasp key metrics, oversee team activities, and provide coaching when necessary, alongside evaluating performance and the effects of critical initiatives. Troops offers instant notifications regarding events that could significantly affect revenue, making it easier for teams to identify and implement the right responses quickly, regardless of the device they are using, thus enhancing overall performance. Additionally, Troops efficiently automates repetitive tasks for customer-facing teams, freeing them up to devote more time to interactions with clients and prospects, which ultimately leads to improved satisfaction and success through a greater emphasis on nurturing relationships. This enhanced focus on building connections not only fosters loyalty but also drives sustainable growth for the organization.

Corefactors AI CRM is a RevOps-centric customer relationship management tool aimed at assisting businesses in eliminating barriers and streamlining their revenue operations across sales, marketing, support, and customer success functions. Its essential capabilities encompass lead management, an integrated cloud telephony system, multi-channel marketing automation, pipeline oversight, a comprehensive ticketing solution, task organization, and AI-driven alerts and triggers. These functionalities empower organizations to make data-driven decisions and accelerate their growth trajectory. Additionally, Sales Box serves as a cloud-based CRM specifically designed for RevOps, leveraging AI to enhance the automation of sales workflows. With this tool, businesses can manage their leads with remarkable ease and efficiency on a larger scale, ensuring no opportunities slip through the cracks. Furthermore, its robust dashboards utilize AI-generated predictive lead scoring, allowing sales teams to effectively prioritize prospects and anticipate future sales outcomes.

Salesforce's CRM Analytics provides an intelligent, AI-driven platform that empowers businesses to transform their data into actionable insights. It integrates seamlessly with Salesforce and external data sources, offering a complete view of customer information and allowing businesses to uncover key patterns that drive better decision-making. The platform delivers predictive analytics and prescriptive recommendations to help businesses improve sales performance, optimize customer service, and identify new opportunities for growth such as cross-selling and upselling. With out-of-the-box, customizable dashboards and KPIs tailored to specific industries and roles, CRM Analytics makes it easy to track performance and gain a deeper understanding of customer behavior. The platform supports over 50 prebuilt data connectors, which speed up implementation and ensure businesses can access a full spectrum of data across all departments. With AI-powered automation of repetitive tasks, CRM Analytics helps businesses enhance productivity while providing a personalized, streamlined experience. Built on Salesforce's secure, trusted cloud infrastructure, the platform scales effortlessly to meet the needs of enterprises, ensuring governance and compliance across all levels of the organization.

Momentum serves as a sales automation solution designed for RevOps teams to facilitate consistent and repeatable sales processes. By integrating with Salesforce, Slack, and various other sales tools, it streamlines playbook automation, ultimately enhancing the likelihood of closing more deals. Important deal details can be recorded within Slack channels, which synchronize with Salesforce in real-time, and it can also incorporate information from platforms like Outreach and Gong. Users can conveniently modify any Salesforce object and upload essential documents, such as Purchase Orders or NDAs, directly from their Slack Deal Room. Centralizing all internal communication and updates in one designated Slack Deal Room enhances accessibility and clarity, ensuring a comprehensive deal history and facilitating thorough audits across the organization. Furthermore, the implementation of automated sales motions not only conserves time but also lessens the potential for human error and diminishes the training burden on sales representatives. By leveraging these automation features, sales teams can focus more on strategic activities rather than administrative tasks.

MaxIQ is an AI-native revenue intelligence platform designed to unify sales, customer success, and revenue operations for B2B SaaS companies. It helps revenue teams manage the entire revenue journey by bringing pipeline visibility, forecasting, and post-sales insights into one unified system. The platform uses artificial intelligence to improve forecast accuracy, automate workflows, and surface deeper insights into deal health and revenue performance. Key capabilities include real-time revenue dashboards, pipeline inspection, conversation intelligence, and unified account visibility across the revenue lifecycle. MaxIQ also captures signals from CRM activity, meetings, and revenue data to help teams prioritize the right deals and opportunities. By turning revenue visibility into execution, MaxIQ empowers sales leaders, RevOps teams, and customer success managers to make better decisions, reduce manual reporting, and identify risks earlier. Businesses use MaxIQ to improve pipeline efficiency, increase forecast accuracy, strengthen sales-to-customer-success handoffs, and drive retention and expansion. The platform integrates seamlessly with existing CRM systems to enrich data, streamline workflows, and provide a complete AI-powered view of revenue operations.

RevGain is a cutting-edge revenue platform driven by artificial intelligence that transforms the growth cycle by improving customer retention and expansion through a synergistic blend of human talent and AI capabilities. This innovative platform equips Account Managers, Customer Success, and Support teams to serve as essential advisors, enhancing customer interactions and boosting revenue while minimizing hurdles throughout the customer journey. With the Data Platform, users can effortlessly gather all relevant data on RevGain without complex data pipelines, empowering teams to utilize actionable insights across different functions and to implement dependable AI solutions based on that information. The Revenue Engine offers both ready-made and customizable metrics specifically designed for Sales Ops, Marketing Ops, Customer Success, and Support Ops, guaranteeing a consistent source of precise revenue metrics. Moreover, Wingman AI and Wingman AI Agents deliver essential early warning signals, actionable recommendations, and strategic insights derived from the data, allowing teams to reduce churn, improve account performance, and launch proactive initiatives. This holistic strategy not only optimizes operations but also cultivates a robust culture of data-driven decision-making throughout the organization. As a result, organizations can achieve more effective collaboration and better outcomes, ultimately leading to sustained growth in an ever-competitive market.

Maximize the effectiveness of your sales and marketing approach by utilizing actionable insights that can significantly boost pipeline development and affect the success of ongoing deals. People.ai integrates all data related to revenue-generating activities while enriching every account and opportunity with advanced insights that facilitate the swift creation of high-quality pipelines and improve the execution of each deal. Keep a consistent line of communication regarding all elements of account engagement, ensuring that your team is fully informed about who is involved, which helps in identifying opportunities for accelerating and expanding the pipeline. Develop a profound understanding of how every individual action influences the progression of a deal, enabling you to provide practical advice aimed at enhancing the performance of your representatives. Our cutting-edge data platform breaks down data barriers and utilizes patented AI technology to establish links between buyer interactions and seller productivity, offering insights that elevate the intelligence of your entire Revenue Engine. By integrating these insights into your strategy, you enable data-driven decisions that promote better outcomes and encourage ongoing development in your sales efforts. This comprehensive approach will not only enhance your current operations but also set the foundation for future growth and success.

DemandFarm provides three entirely Salesforce-integrated products designed to help businesses realize the complete revenue potential of their major accounts: The Account Planner serves as a comprehensive tool for streamlining account planning, discovering untapped opportunities, assessing competition, consolidating account intelligence, conducting both in-app and offline quarterly business reviews, and monitoring revenue impact indicators at the portfolio level. With the Org Chart product, users can effectively visualize intricate organizational structures, build detailed relationship maps tailored to specific opportunities, evaluate engagement frequency and effectiveness with key stakeholders, and devise targeted engagement strategies—all within a single interface. The Opportunity Planner allows for the application of various sales methodologies such as SPIN and MEDDIC, offering a flexible planning tool that enables precise scoring of opportunities for improved prioritization, the creation of opportunity-specific organizational charts, and the consolidation of all relevant information into one dashboard while confidently assigning next steps. Additionally, DemandFarm holds certifications for ISO/IEC 27001:2013 and ISO/IEC 27701:2019, and is compliant with SOC2 Type II standards, ensuring robust security and privacy measures. Discover why more than 15,000 users appreciate DemandFarm for managing their key accounts by visiting demandfarm.com, and see how these tools can transform your account management processes.

RevOptics offers a distinctive fusion of marketing and sales data through in-depth analytics, allowing businesses to discern which marketing initiatives drive revenue growth and which fall short, while also providing practical next steps. By emphasizing immediate actions that can produce quick results—whether within a week, a month, or a quarter—RevOptics facilitates easier decision-making. In contrast to conventional tools like spreadsheets and pivot tables that simply monitor campaign outcomes, RevOptics Automated Analytics goes further by investigating the underlying factors that affect revenue and recommending effective methods to improve the buyer's journey through the sales funnel. With a setup process that can be finalized in mere hours and real-time reporting to clear up the complexities often associated with spreadsheets, RevOptics significantly enhances operational efficiency. Furthermore, its machine learning features detect data discrepancies such as missing values, anomalies, or inaccuracies, ensuring users access trustworthy insights readily. This holistic methodology not only equips organizations with the ability to make timely decisions but also fosters a culture of continuous improvement and adaptability in an ever-evolving marketplace.

Lative functions as an all-encompassing platform for revenue forecasting, strategic planning, and monitoring execution, aimed at fostering efficient and profitable growth. By merging high-level objectives with operational data from the ground level, it enhances the quality of investment decisions and helps you achieve your goals with greater efficiency. Instantaneous assessments of sales performance and return on investment provide the information you need to make strategic choices that stimulate growth. The platform synchronizes your overarching revenue strategies with granular operational insights, creating a cohesive and comprehensive view of your sales operations. Additionally, it allows you to identify emerging gaps and utilize AI to analyze various hypothetical scenarios, thus ensuring that you consistently achieve your sales targets. This solution guarantees quick value realization through seamless connectivity and integration, and its capability to consolidate data from more than 150 sources results in a dependable single source of truth. In addition, it offers accurate and timely revenue insights, facilitating agile decision-making that can adapt to the ever-evolving business environment, thereby securing ongoing success and flexibility in your growth approach. Ultimately, Lative empowers organizations to navigate complex challenges and seize opportunities in the competitive marketplace.

KPIKIT transforms complex technical and marketing metrics into actionable financial results. When you navigate our website, you will uncover the precise sectors where your income is declining, how significant your losses are, and a well-structured prioritization of KPI enhancements based on the ICE framework, which is specifically designed to consider the seasonal fluctuations in your industry. This straightforward process is completely code-free, does not necessitate any scripts, and keeps your sensitive data secure. All you need to do is input your URL, and within just 45 seconds, you will receive a detailed, real-time assessment of your revenue, equipping you with the insights needed to make timely and informed choices. By utilizing our service, you can proactively address revenue challenges and optimize your strategy effectively.

Openprise serves as a comprehensive no-code platform aimed at automating various sales and marketing functions, thereby maximizing the return on your RevTech investments. Rather than dealing with a convoluted array of disparate point solutions that might result in an overwhelming "Frankenstein architecture," or relying on outsourced labor that may compromise quality and commitment, Openprise offers a more effective alternative. The system integrates crucial business rules, industry best practices, and relevant data to efficiently handle a range of tasks such as data cleansing, account scoring, lead routing, and attribution. By ensuring the use of high-quality data, Openprise alleviates the burden of manual and inefficient processes typically associated with sales and marketing automation systems, including essential functions like lead routing and performance tracking. This streamlined approach ultimately enhances operational efficiency, leading to superior results in your marketing and sales initiatives, while also freeing up your team to focus on more strategic activities. With Openprise, you can navigate complex workflows with ease, ensuring that your business can adapt and thrive in a competitive environment.

Una Software is an advanced platform focused on revenue intelligence and strategic planning, designed to aggregate data, improve customer experiences, and enhance revenue operations (RevOps) through a range of AI-powered tools. Specifically created for go-to-market (GTM) teams, it serves as a centralized hub for data management and analysis, featuring connectors that allow for smooth data integration, a benchmarker for assessing performance and funnel metrics, and a Forecaster that aids in predicting revenue trends. By utilizing journey diagnostics, Una provides visibility into the customer lifecycle, enabling teams to collaboratively pinpoint and resolve any issues that may arise. Additionally, it facilitates the synchronization of schedules among different departments, effectively monitors actions, and delivers critical insights into customer health metrics, such as customer lifetime value and acquisition costs. The platform's architecture ensures that key insights are converted into actionable tasks, promoting team alignment for continuous improvement and informed strategic decisions, which ultimately leads to enhanced organizational success. Moreover, Una Software's dedication to fostering a culture of data-driven decision-making underscores its role as a pivotal tool in driving sustainable growth.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.

Actively AI serves as a cutting-edge platform for market intelligence, crafting a tailored AI model that aligns with your organization's unique offerings and strategies for market entry, thus achieving results beyond what conventional AI can deliver. Its advanced reasoning engine synthesizes data from multiple sources to develop comprehensive account profiles, facilitating quick decisions that drive conversions. The platform is designed to fine-tune revenue strategies by identifying the most lucrative accounts, essential contacts, and relevant messaging to provide to your sales teams on a daily basis. Furthermore, it integrates smoothly with your existing technological systems, enhancing the efficiency of representatives while promoting collaboration among sales, marketing, and product development teams. By gathering data from your CRM, previous interactions, market indicators, and online platforms, it creates an elaborate view of each account, capturing their needs, key decision-makers, and potential buying criteria. In addition, it offers insights into how your products can solve their most significant issues and devises effective strategies to reach the right buyers. This approach not only bolsters your operational efficiency but also equips your teams with practical intelligence for ongoing growth while adapting to the ever-changing market landscape. Thus, Actively AI stands out as an indispensable tool for businesses aiming to navigate complex market dynamics successfully.

ZoomInfo GTM Studio is a powerful platform designed to enhance and optimize your go-to-market strategies. It offers an extensive suite of tools that allow sales and marketing teams to effectively pinpoint, engage, and convert their target audiences. Users can tap into a comprehensive database filled with in-depth company and contact details, which aids in crafting targeted and personalized outreach initiatives. The platform seamlessly integrates with various CRM and marketing automation tools, giving teams real-time access to the most current data available. Additionally, GTM Studio includes advanced analytics and reporting features that deliver crucial insights into the effectiveness of campaigns, helping teams make informed decisions. Whether your objective is to enter new markets or solidify your foothold in existing ones, ZoomInfo GTM Studio equips you with the vital resources necessary for executing your strategies efficiently and successfully. Furthermore, leveraging these tools can significantly enhance an organization’s competitive position in the marketplace. As a result, businesses can navigate their market endeavors with greater confidence and precision.

Realm is an innovative AI-driven knowledge and workflow platform specifically designed for revenue teams, enabling rapid access to organizational information, automating RFP and questionnaire processes, and creating custom AI agents to handle various sales, support, and product tasks. By seamlessly integrating with widely used tools such as Slack, Notion, Jira, Confluence, HubSpot, Zendesk, Google Drive, and more, Realm boosts productivity by delivering answers, automating interactions, and managing tasks through a unified interface. Key features of Realm include a searchable knowledge base, a real-time “Assistant” chat for quick responses, and “RFP AI” to simplify the automation of RFIs, RFQs, and security questionnaires. Moreover, users can design personalized “Agents” for functions like preparing for meetings, reviewing deals, providing deal-desk support, or resolving support inquiries. Realm places a strong emphasis on secure enterprise architecture, offering single-tenant deployment, data encryption in transit and at rest, strict enforcement of permissions, and regular penetration testing to maintain data security and compliance. This commitment to security and operational efficiency makes Realm a vital asset for revenue teams striving to streamline their workflows and foster better collaboration. Ultimately, Realm not only addresses the immediate needs of revenue teams but also equips them with the tools to adapt and thrive in a rapidly evolving business landscape.

SpurIQ functions as a comprehensive revenue execution platform specifically designed for B2B teams, tackling the critical problem of losing 20–30% of potential revenue due to ineffective execution rather than poor strategies. Revenue leakage manifests at two pivotal points: before a pipeline is established, where issues such as targeting the wrong buyers, missing essential deadlines, and using generic outreach methods occur; and after the pipeline is created, where challenges like delayed follow-ups, outdated CRM information, and hidden deal risks can emerge. SpurIQ adeptly addresses these concerns with its groundbreaking Lead IQ and Deal IQ agents. This platform stands out by generating a qualified pipeline through signal-driven outbound strategies while ensuring deals move forward smoothly with a structured follow-through process. It integrates effortlessly with your existing technology ecosystem, including widely-used tools like Salesforce, HubSpot, Outreach, and Gong, thereby enhancing their functionality without causing disruptions. Our commitment extends beyond merely offering insights; we aim to enable real execution and yield measurable results for your team. By concentrating on both pipeline generation and advancing deals, SpurIQ equips B2B teams with the tools they need to unlock their full revenue potential while also fostering a culture of collaboration and accountability within the organization.

Transforming your clients into a robust engine for growth is entirely possible with the right approach. The Gainsight Customer Cloud brings together all the essential technologies to ensure smooth product adoption, aiding your customers in achieving their objectives alongside your business. By skillfully managing the customer journey across various departments, you can build enduring relationships and continuously yield impressive outcomes. Merging comprehensive SaaS product analytics with customized in-app interactions allows you to offer users exceptional experiences. Collecting valuable feedback and engaging with respondents to complete the feedback loop helps reveal insights that significantly enhance customer experience. This versatile platform acts as a centralized resource for customer data systems, empowering every team member with actionable insights to improve decision-making focused on customer satisfaction. Additionally, it promotes revenue growth through in-depth whitespace analysis, well-crafted upsell and cross-sell strategies, and streamlined renewal processes to boost profitability. In achieving these goals, businesses can not only strengthen connections with their customers but also secure their long-term success in an increasingly competitive landscape. Ultimately, fostering such relationships ensures that companies remain agile and responsive to market demands, paving the way for sustained growth.

Clevenue is an advanced tool for scenario and capacity planning tailored specifically for revenue teams, allowing users to easily formulate, manage, and analyze their revenue strategies. By quickly importing existing plans, users can take advantage of sandboxes to explore how changes in key performance indicators or strategic decisions, such as marketing investments and hiring, could impact revenue results. This cutting-edge software provides a more comprehensive view of revenue forecasts that surpasses the confines of traditional pipeline forecasting, as it creates a model grounded in real plans and data rather than just historical patterns. Experience a transformative shift in how you view future revenue potential by starting your journey with Clevenue today, empowering your team to uncover valuable insights and avenues for growth. With its user-friendly interface and robust analytical capabilities, Clevenue positions revenue teams to adapt and thrive in an ever-evolving market landscape.