Manual updates. Disconnected data. Pipeline uncertainty. No wonder GTM teams don't know where deals really stand.
Revenue intelligence platforms turn sales rep and account management activity into usable buying intent signals. They replace guesswork with real-time visibility into pipeline health and deal risk so teams know exactly where to focus.
We looked at how clearly revenue intelligence platforms show value, and whether they actually help teams take action.
What Is a Revenue Intelligence Platform?
A revenue intelligence platform captures sales activity across your CRM, email, calendar, and communication tools, then surfaces insights that drive forecasting, deal management, and rep coaching. The system turns scattered data into actionable context so teams know which deals need attention and where to focus next.
Core capabilities include:
Activity Capture: Automatically logs emails, calls, meetings, and CRM updates without manual entry
Conversation Intelligence: Analyzes sales calls and meetings to surface coaching moments and buyer sentiment
Pipeline Analytics: Tracks deal health, engagement trends, and risk signals across your entire funnel
Forecasting: Predicts outcomes based on actual rep behavior and buyer engagement, not gut feel
Revenue intelligence proves its value across the team:
Sales leaders: Get earlier visibility into deal risk and pipeline health
RevOps: Tighten forecasts and design territories with confidence
Executives: Move faster with a clearer view of what's working
Automation cuts the manual work that eats your team's time. Centralized data keeps everyone aligned and surfaces deal signals fast enough to keep momentum moving.
What to Look For in a Revenue Intelligence Platform
While specific needs will vary from one team to another, revenue intelligence platforms should:
Track sales activity across channels: Capture interactions without extra lift from your team
Flag deal risk early: Surface warnings and recommend what to do next
Connect cleanly to your CRM: Keep everything in sync so data flows both ways
Give visibility into pipeline health: Show rep performance and revenue trends in real time
Automate repetitive tasks: Let sellers stay focused on deals, not admin
How the Top Revenue Intelligence Platforms Compare
Platform | Primary Focus | Key Strength | Best For |
|---|---|---|---|
ZoomInfo | Conversation + Activity Intelligence | Chorus-powered deal insights with native CRM sync | Enterprise GTM teams |
Clari | Revenue Orchestration | Forecast accuracy across cross-functional teams | Enterprise RevOps |
Gong | Revenue Intelligence Platform | Revenue AI Operating System with conversation analysis | Revenue teams and sales leadership |
People.ai | Activity Capture | Contact mapping and engagement tracking | Enterprise sales and revenue teams |
Aviso AI | Revenue Intelligence | Forecasting and pipeline visibility | Enterprise sales teams |
Revenue Grid | Revenue Intelligence + Sales Engagement | Activity capture with sales sequences and deal guidance | Sales teams and leadership |
Salesloft | Revenue Orchestration Platform | AI-powered revenue engagement with pipeline visibility | SDR and AE teams |
InsightSquared | Revenue Analytics | Pipeline reporting against forecast targets | Mid-market sales leaders |
HubSpot | AI-Powered CRM Platform | Integrated reporting with AI automation across GTM functions | HubSpot CRM users |
Oliv AI | AI-Powered Automation | CRM updates with minimal configuration | Small to mid-market teams |
10 Best Revenue Intelligence Platforms for 2026
1. ZoomInfo
ZoomInfo captures every interaction, calls, meetings, emails, and ties that data to your CRM. Built on Chorus, its native conversation intelligence tech, it gives you a live, accurate view of deal health.
Instead of relying on manual updates or disconnected tools, teams get a full picture of what's happening in each deal. The system flags early risk and falling engagement. Managers get coaching insights from real conversations, not assumptions. CRM synchronization happens automatically with Salesforce, HubSpot, and other platforms. Copilot surfaces next steps and prioritizes accounts based on buying signals tracked across your GTM Workspace.
Customers using ZoomInfo, according to data from our 2025 Customer Impact Report, saw a 32% increase in pipeline and a 91% improvement in connect rate, with 55% more meetings booked. ZoomInfo maintains GDPR and SOC 2 compliance to meet enterprise security standards.
Key Features:
Captures and transcribes sales calls, meetings, and emails
Links conversation data to deals inside your CRM
Flags risk based on engagement drops or stalled activity
Supports forecasting with real-time pipeline visibility
Surfaces coaching insights from rep-buyer interactions
Integrates with deal scoring to prioritize opportunities
2. Clari
Clari aggregates activity from CRM, email, calendars, and cross-functional systems to surface deal risk and support forecasting in enterprise environments. Users inspect pipeline by account, stage, or owner, with workflow triggers that fire based on engagement patterns or risk thresholds.
Forecasting models analyze historical data and current activity to project outcomes. Deal risk alerts flag opportunities that need attention before they slip.
Key Features:
Forecasting models and deal risk alerts
Activity capture across sales, marketing, and CS systems
Pipeline inspection and account-level views
Workflow triggers based on engagement or risk
3. Gong
Gong operates as a Revenue AI Operating System that analyzes sales conversations and maps them to pipeline activity. The platform tracks engagement trends and flags coaching moments based on rep-buyer interactions across revenue teams.
The platform captures rep activity and syncs it with CRM records. Conversation analysis identifies patterns in successful deals and surfaces those insights to managers.
Alerts fire when engagement slows or drops. Conversation points get marked for coaching review so managers can address skill gaps with specific examples.
Key Features:
Analyzes sales conversations and links them to active deals
Captures rep activity and syncs it with CRM records
Sends alerts when engagement slows or drops
Marks conversation points commonly used for coaching
4. People.ai
People.ai captures seller activity from CRM and communication tools, mapping it to accounts and opportunities. It identifies missing contacts and low-engagement deals.
The platform links activity to accounts and open opportunities. Contact mapping shows which stakeholders are engaged and which are missing from the conversation.
Forecasting uses tracked seller behavior to predict outcomes. Low-engagement deals surface so reps can re-engage before opportunities go cold.
Key Features:
Captures sales activity from CRM and communication tools
Links that activity to accounts and open opportunities
Highlights missing contacts or low-engagement deals
Supports forecasting based on tracked seller behavior
5. Aviso AI
Aviso AI is a revenue intelligence platform that focuses on forecasting and pipeline visibility. The platform works with sales activity data and CRM records to support deal tracking and forecast management.
Users can inspect pipeline data and monitor deal progression. The system provides views organized by rep, stage, and other deal attributes.
Key Features:
Works with activity and deal data from CRM systems
Provides pipeline visibility across deals and teams
Supports forecast tracking and pipeline inspection
Organizes data views by rep, stage, and deal attributes
6. Revenue Grid
Revenue Grid combines revenue intelligence with sales engagement capabilities, logging sales activity and tying it to CRM records. The platform includes modules for activity capture, pipeline inspection, and sales sequences with deal guidance.
The platform captures activity and maps it to deals in the CRM. Users can track changes in deal status and set up engagement rules that trigger alerts when thresholds are crossed.
Pipeline and account data display by stage or owner. The platform provides tools for sales sequences, meetings assistance, and guided selling workflows.
Key Features:
Captures activity and maps it to deals in the CRM
Tracks changes in deal status using preset rules
Provides sales sequences and deal guidance capabilities
Displays pipeline and account data by stage or owner
7. Salesloft
Salesloft operates as a Revenue Orchestration Platform that tracks seller outreach and links it to active opportunities. The platform delivers AI-powered revenue engagement with modular capabilities spanning cadence management, pipeline visibility, conversation insights, deal management, and forecasting.
The platform captures sales activity and ties it to open opportunities. Engagement tracking shows how accounts interact across pipeline stages.
Pipeline views sort by rep, deal, or activity. The system prioritizes buyer signals and provides recommended actions to move deals forward.
Key Features:
Captures sales activity and ties it to open opportunities
Tracks engagement across accounts and pipeline stages
Surfaces pipeline views sorted by rep, deal, or activity
Prioritizes buyer signals with recommended next actions
8. InsightSquared
InsightSquared combines activity and pipeline data to help teams compare deal progress against forecast targets. It also tracks rep and deal-level changes.
The platform captures activity from email, calendar, and CRM. That data links to deals and pipeline views so teams can see how opportunities move.
Pipeline trends compare against forecast targets. Updates fire based on rep or deal changes.
Key Features:
Captures activity from email, calendar, and CRM
Links that data to deals and pipeline views
Compares pipeline trends against forecast targets
Sends updates based on rep or deal changes
Learn more about InsightSquared
9. HubSpot
HubSpot is an AI-powered customer platform and CRM suite that includes RevOps capabilities to manage activity across sales, marketing, and service. The platform features Breeze AI and AI Agents that automate tasks like customer inquiries, sales prospecting, data enrichment, and content creation.
The platform syncs data from connected software tools into HubSpot's Smart CRM. AI-powered automation handles updates to tasks, records, and fields across the system.
Reporting ties to lifecycle or pipeline stages. Alerts fire when deal or contact activity changes.
Key Features:
Syncs data from connected software tools into HubSpot CRM
Automates tasks with AI agents and Breeze AI capabilities
Supports reporting tied to lifecycle or pipeline stages
Sends alerts when deal or contact activity changes
10. Oliv AI
Oliv AI uses AI agents to automate CRM and pipeline updates. It summarizes deal activity and sends alerts based on changes in status or engagement.
The platform requires little configuration or training. AI agents handle CRM updates automatically so reps don't have to log activity manually.
Deal and pipeline activity get summarized in digestible formats. Alerts fire based on changes in deal status.
Key Features:
Automates CRM and pipeline updates with AI agents
Requires little configuration or training
Provides summaries of deal and pipeline activity
Sends alerts based on changes in deal status
How to Choose a Revenue Intelligence Platform
The best fit comes down to how your team works and how quickly you need results. Start by identifying your biggest pipeline problem, then evaluate whether platforms solve it. Check how deeply they integrate with your CRM. Test forecasting capabilities against real data before committing.
Match the Platform to Your Biggest Pipeline Problem
Different platforms solve different problems:
Forecast accuracy issues: Prioritize platforms with predictive models
Rep coaching gaps: Look for conversation intelligence
Activity logging overhead: Focus on automation
Key considerations:
Does the platform address your primary pain point, or just add more dashboards?
Can it deliver results in your timeline, or does it require months of configuration?
Will it work with your team's existing workflows, or force them to change how they sell?
Evaluate CRM Integration Depth
Revenue intelligence only works if data flows cleanly between systems. Shallow integrations create data gaps. Deep integrations keep your CRM accurate without manual updates.
Key considerations:
Does it sync bidirectionally with your CRM, or just pull data one way?
Can it handle custom fields and objects, or only standard CRM structures?
Will it break your current workflows, or layer on top of them?
Test Forecasting Against Real Data
Every platform claims better forecasts. Test those claims with your actual pipeline data. Run a pilot with a subset of your team. Compare predictions against outcomes.
Key considerations:
Can you validate forecasting accuracy with historical data before rolling out?
Does it predict outcomes based on real signals, not just CRM stage changes?
Will it surface deal risk early enough to take action, or only confirm what you already know?
How to Implement Revenue Intelligence Successfully
Rolling out revenue intelligence doesn't need to be complicated. Start by making sure your CRM is clean and your activity data is reliable. Train your team on what gets tracked and why it matters.
Set a few clear metrics, such as forecast accuracy or deal coverage, and review them weekly so everyone knows what's improving and where to adjust.
Dashboards don't drive results. Clarity does. When teams can see what matters and act without second-guessing, execution gets sharper across the board.
Frequently Asked Questions
What Is the Difference Between Revenue Intelligence and Conversation Intelligence?
Revenue intelligence tracks all sales activity, pipeline health, and forecasting across your entire GTM motion, while conversation intelligence focuses specifically on analyzing calls and meetings. Platforms like ZoomInfo with Chorus combine both capabilities.
How Does Revenue Intelligence Software Improve Forecast Accuracy?
Revenue intelligence replaces rep-submitted estimates with actual activity data and buyer engagement signals, then predicts outcomes using behavioral patterns instead of gut feel.
What CRM Integrations Do Revenue Intelligence Platforms Require?
Most platforms integrate with Salesforce and HubSpot, but the integration must be bidirectional so activity data flows into the CRM and deal updates sync back without creating data gaps.
Who on a GTM Team Uses Revenue Intelligence Platforms?
Sales managers use them for coaching and deal inspection, RevOps for forecasting and territory planning, reps for account prioritization, and executives for pipeline visibility across the team.
How Long Does It Take to Implement a Revenue Intelligence Platform?
Basic setups with clean CRMs can go live in weeks, while enterprise deployments with custom fields and multiple integrations can take months. Most platforms require ongoing tuning after launch to optimize accuracy.
Find the Revenue Intelligence Platform That Fits Your Team
The teams getting the most out of revenue intelligence are the ones replacing guesswork with data they can trust. They use AI to make forecasting more accurate and coaching more effective, all while keeping data connected across systems. When RevOps tools automatically sync activity from CRM, email, calendars, and calls, leaders gain a clearer picture of what is happening and what is coming next.
Key decision factors:
Does it solve your biggest pipeline problem, or just add more reporting?
Will it integrate cleanly with your CRM and existing workflows?
Can you validate forecasting accuracy before committing?
Does it automate the manual work that eats your team's time?
ZoomInfo is built for operators who move fast and don't have time to second-guess their pipeline. Its revenue intelligence platform makes rep activity actionable, so every call, email, and meeting feeds forecasting, coaching, and execution.
Sales managers see what's slipping before it's lost. Reps focus on real opportunities instead of logging tasks. And forecasts finally reflect reality.
Talk to Sales to see how ZoomInfo delivers pipeline clarity when it matters most.

