It suits sales teams, RevOps leaders, and executives looking for revenue performance visibility.
Free trial From $30 a month AndroidiPhone & iPadWebWindowsMacBrowser extension+1
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Best Revenue Operations & Intelligence (RO&I) Software 2026
Facts read 19 Sep 2026 – 15 Oct 2026
RO&I software supports revenue planning, pipeline analysis, territory and quota administration, deal-risk assessment, and CRM data synchronization.
The standings: top 10
| Name | In a line | Record score | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|
| 01 RevenueGrid | It suits sales teams, RevOps leaders, and executives looking for revenue performance visibility. | 5.5 | Free trial | Android, iPhone & iPad, Web, Windows | 1 Oct 2026 |
| 02 Salesforce Sales Cloud | Salesforce Sales Cloud suits sales teams that need CRM access, pipeline views, and shared account information. | 5.2 | Free plan | Browser extension | 27 Sep 2026 |
| 03 Workday Adaptive Planning | Workday describes Adaptive Planning for decision-makers across an organization and says organizations of all sizes can use it. | 5.0 | Free trial | Android, iPhone & iPad, Web, Windows | 3 Oct 2026 |
| 04 IBM Planning Analytics | IBM Planning Analytics uses IBM TM1 as the engine behind its paid planning and analytics service. | 4.9 | Free trial | iPhone & iPad, Web, Windows, Linux | 28 Sep 2026 |
| 05 Pipemetry | 4.3 | Free trial | Web, API, Self-hosted | 1 Oct 2026 | |
| 06 Quaeris Semantic Layer | 4.3 | Free trial | Web, API | 30 Sep 2026 | |
| 07 Anaplan | Anaplan is presented for organizations coordinating plans across functions such as finance, sales, supply chain, HR, and retail. | 4.2 | — | Android, iPhone & iPad, Web, API | 4 Oct 2026 |
| 08 Lative | 4.2 | Free trial | Web | 4 Oct 2026 | |
| 09 Salesloft | Salesloft suits revenue teams that coordinate lead engagement, conversation insights, and account or revenue-leadership workflows. | 4.2 | — | Android, iPhone & iPad, Web, Browser extension | 15 Oct 2026 |
| 10 Aviso AI | Aviso AI is aimed at go-to-market and revenue teams, including sales, marketing, and customer success. | 4.1 | — | Android, iPhone & iPad, Web | 30 Sep 2026 |
This page helps buyers compare those capabilities, pricing access, and supported platforms. It has no published ranking basis, so use the listed fields to set your priorities.
02
Salesforce Sales Cloud
Salesforce Sales Cloud suits sales teams that need CRM access, pipeline views, and shared account information.
Browser extension Record5.2 Visit
03
Workday Adaptive Planning
Workday describes Adaptive Planning for decision-makers across an organization and says organizations of all sizes can use it.
AndroidiPhone & iPadWeb+3 Record5.0 Visit
04
IBM Planning Analytics
IBM Planning Analytics uses IBM TM1 as the engine behind its paid planning and analytics service.
iPhone & iPadWebWindows+4 Record4.9 Visit
05
Pipemetry
WebAPISelf-hosted Record4.3 Visit
7
Anaplan
AndroidiPhone & iPadWeb+1 — Record4.2 Visit Anaplan is presented for organizations coordinating plans across functions such as finance, sales, supply chain, HR, and retail.
9
Salesloft
AndroidiPhone & iPadWeb+2 — Record4.2 Visit Salesloft suits revenue teams that coordinate lead engagement, conversation insights, and account or revenue-leadership workflows.
10
Aviso AI
AndroidiPhone & iPadWeb — Record4.1 Visit Aviso AI is aimed at go-to-market and revenue teams, including sales, marketing, and customer success.
11
Revcast
Web $7,000 a year Record3.9 Visit Revcast is designed for B2B SaaS go-to-market, sales, revenue operations, and finance teams.
12
Revenue.io
AndroidiPhone & iPadWeb+1 — Record3.9 Visit Revenue.io suits Salesforce sales teams seeking dialing, engagement, conversation intelligence, coaching, and forecasting tools in one platform.
13
SalesChoice
WebAPI — Record3.7 Visit It suits organizations using Salesforce that need forecasting, data-quality visibility, and coaching guidance.
15
Clari Copilot
WebAPI — Record3.6 Visit Copilot suits sales reps, coaching teams, and go-to-market organizations that need conversation capture tied to revenue workflows.
17
Fullcast Plan
Web — Record3.4 Visit It suits large organizations and enterprise teams coordinating planning across Sales, RevOps, and Finance.
Before you choose
Check free access and paid terms
Look for a free plan or a free trial if you need to evaluate a workflow before buying. Querri has a free tier; its paid plan starts at $119 per month and comes with a 14-day trial.
Paid pricing may require a request. With annual billing, Pipemetry costs from $25 per user each month and includes a 14-day trial.
Match planning controls to your process
Set revenue forecasting alongside territory and quota controls when comparing planning features. These fields indicate whether a product suits planning work as well as pipeline review.
Confirm how the listed capabilities map to your sales structure before choosing a tool.
Review pipeline and deal signals
Pipeline analytics can support visibility into active opportunities, while deal risk insights focus attention on potential problems. Compare both fields when forecast confidence matters.
Use the feature entries to identify the level of risk and pipeline detail you need.
Check platforms and CRM sync
Products in this list are available through web, API, iOS, Android, extension, or self-hosted deployments. Choose a delivery model that fits your systems and users.
CRM data sync is a comparison field. Check platform support and CRM connection details together.
Questions
Is a free plan available for RO&I tools?
Some entries include no-cost access. Querri has a free plan; other products may require payment or provide pricing on request.
Can I try these products before subscribing?
Certain entries provide trial access. Pipemetry and Querri each list 14-day trials.
What pricing approaches do RO&I products use?
Pricing varies: Pipemetry lists $25 per user per month with annual billing, while Querri's paid tier begins at $119 per month.
What deployment platforms do these tools support?
The list covers web, API, iOS, Android, extension, and self-hosted deployments. Oracle Sales Planning supports the web.
Which capabilities appear in the comparison?
The comparison covers free availability, entry pricing, forecasting, pipeline analytics, territory and quota planning, deal-risk signals, and CRM synchronization.
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