RevOps
What it is
RevOps is a deal desk, approvals, and CPQ platform for configuring deals, setting prices, preparing quotes, and signing agreements. Its agreement builder creates quotes, syncs CRM data to deals, and can send agreements for eSignature. Pricing options include ramp schedules, true-ups, minimum commitments, upsells, cross-sells, co-terming, and renewals. Teams can make agreement templates and reusable legal term blocks for orders, renewals, NDAs, and other agreements. Approval workflows can automate deal approvals, topic creation, and countersigner assignments. Listed integrations include DocuSign, Google Workspace, HubSpot, Salesforce, Slack, Maxio, and Chargebee; HubSpot and Salesforce support two-way CRM synchronization. RevOps says it tokenizes sensitive information before it reaches the platform and encrypts sensitive data passing through its system. It states that it is SOC 2 Type 2 compliant and PCI certified. The free plan has no time limit and includes up to five users, two teams, five templates, three workflows, and one business profile. Pro is $75/user/mo.
For and against
For
- Agreement builder can send documents for eSignature.
- Supports reusable legal terms and agreement templates.
- Automates approvals and countersigner assignments.
- HubSpot and Salesforce support two-way CRM synchronization.
- Free plan has no time limit.
Against
- Free plan is limited to five users.
- Free plan includes only two teams and three workflows.
- Pro is $75/user/mo.
- No free trial is listed.
The verdict
RevOps combines agreement creation, CRM synchronization, pricing options, and approval workflows. The free plan has defined user and workflow limits, while Pro is listed at $75/user/mo.
Who it suits
The free plan is positioned for new businesses with under five go-to-market staff. Pro is aimed at teams above five, while Enterprise is positioned for teams above 25 or those needing a dedicated deal desk.
Plans and prices
Freemium
free up to 5 users · up to 2 teams · up to 5 templates · up to 3 workflows
Read 15 Oct 2026 · revops.io
Pro
25 free collaborators · unlimited teams and templates · up to 25 workflows · unlimited PDF downloads
Read 15 Oct 2026 · revops.io
Enterprise
unlimited collaborators, developers, templates and workflows · 1,000 stored documents · unlimited business profiles · custom data-processing agreement
Read 15 Oct 2026 · revops.io
On the record
- Acquisition
- A March 3, 2025 announcement says Maxio acquired RevOps and that the integration was already live.revops.io · read 15 Oct 2026
- Agreement builder
- The agreement builder creates quotes, syncs CRM data to deals, and can send agreements for eSignature from the builder.revops.io · read 3 Oct 2026
- API pagination
- The API list handlers document page, pageLimit, startDate and endDate parameters, with a default page limit of 50 and a maximum of 500.docs.revops.io · read 15 Oct 2026
- Approval automation
- Workflows can route deviations for approval, support team-based and sequential approvals, and apply guardrails to editable fields.revops.io · read 15 Oct 2026
- Audience
- The pricing page positions Freemium for new businesses with under 5 go-to-market staff, Pro for teams above 5, and Enterprise for teams above 25 or with dedicated deal desk needs.revops.io · read 3 Oct 2026
- Company profile
- LinkedIn describes RevOps as a privately held San Francisco technology company founded in 2018 with 11–50 employees.linkedin.com · read 15 Oct 2026
- Compliance
- The vendor states that RevOps is SOC 2 Type 2 and PCI certified and that peering providers are SOC 2 and GDPR compliant.revops.io · read 15 Oct 2026
- CRM requirement
- The pricing FAQ says RevOps can be used without a CRM and does not require a user licence in Salesforce or HubSpot.revops.io · read 15 Oct 2026
- CRM sync
- RevOps says its CRM integrations provide two-way data synchronization for HubSpot and Salesforce.revops.io · read 3 Oct 2026
- Current status
- The status page reports all listed systems operational and shows 100% uptime for the preceding 90 days for core services.status.revops.io · read 15 Oct 2026
- Custom functions
- Developers can deploy TypeScript functions using deal data or the RevOps SDK; functions are sandboxed without network or file access and have a 10-second execution limit.docs.revops.io · read 15 Oct 2026
- Documentation
- The knowledge base covers templates, approvals, functions, integrations, signing, SKUs, terms, users and webhooks, with chat and email support.docs.revops.io · read 15 Oct 2026
- E-signature
- Native RevOps eSignature supports click-through, single-signer and pre-signed deals, and DocuSign is also supported.revops.io · read 15 Oct 2026
- Financial controls
- The platform calculates ARR and other financial insights, produces ASC-606 revenue-recognition data and validates commercial terms.revops.io · read 15 Oct 2026
- Free plan terms
- The pricing FAQ says the free plan has no time limit or expiration.revops.io · read 3 Oct 2026
- Independent incident history
- IsDown reports 67 RevOps incidents since July 2023 and cites 2026 incidents involving PDF generation, HubSpot, Functions, CRM sync and login.isdown.app · read 15 Oct 2026
- Integrations
- Official integrations include HubSpot, Salesforce, Slack, Google Workspace, DocuSign, Maxio and Chargebee.revops.io · read 15 Oct 2026
- Legal entity and investors
- Crunchbase identifies the company as RevOps Inc., founded by Adam Ballai and John Solis, privately held, with seed funding and investors including Gradient, Caffeinated Capital and Coatue.crunchbase.com · read 15 Oct 2026
