10 Best Revenue Intelligence Tools for 2026

Top Tools
Key takeaways:
  • A revenue intelligence platform captures calls, emails, meetings and CRM activity, then uses AI to score deals, flag risk and forecast the quarter.

  • Gong and Salesloft, now home to Clari Forecast, lead for conversation-led deal insight and enterprise forecasting.

  • Backstory, Terret and Aviso focus on forecasting and deal answers, while Revenue.io and Revenue Grid run natively inside Salesforce.

  • ZoomInfo adds verified B2B data and buying signals that activity-capture tools can’t supply, and Agent Teams turns deal insight into completed plays.

  • The category is moving from dashboards to agents, so check what each platform’s AI can do on its own and how you control it.

A revenue intelligence platform tells revenue leaders which deals will close, which are at risk and what to do next. It captures every call, email and meeting automatically, connects that activity to CRM records and uses AI to score opportunities and forecast the quarter.

We compared 10 platforms on data capture, forecasting, deal intelligence, AI agents, CRM fit and pricing. Gong and Salesloft lead for enterprise teams, Salesforce-native tools suit teams standardized on Sales Cloud, and ZoomInfo fits teams that want deal intelligence built on verified data and agents that act on it.

What Is Revenue Intelligence?

Revenue intelligence is the practice of using AI to analyze buyer interactions and pipeline data so revenue teams can forecast accurately and act on deals early. Revenue intelligence software sits on top of the CRM. It records what reps and buyers actually do, compares current deals with the patterns behind past wins and losses, and surfaces the risk before it shows up in the forecast call.

Revenue intelligence platforms work through four steps:

  • Capture. Calls, meetings, emails and calendar events are logged automatically, so the record doesn’t depend on reps updating fields.

  • Connect. Activity is matched to the right contacts, accounts and opportunities, which shows who’s engaged in each deal and who’s missing.

  • Analyze. AI scores deal health, predicts close probability, spots topics and objections in conversations and rolls everything into a forecast.

  • Act. The platform alerts the rep or manager, recommends the next step and, on newer platforms, hands the work to an agent.

The quality of the output depends on the data going in. B2B data decay means contacts change roles and companies every month, and a forecast built on stale records misses who’s really in the deal. Data enrichment tools close that gap by refreshing contacts and accounts before the platform reads them.

Revenue Intelligence vs CRM Reporting vs Conversation Intelligence

Revenue intelligence overlaps with two tools teams already know, and each answers a different question. Here’s how they compare.

CRM reporting

Conversation intelligence

Revenue intelligence

Question it answers

What did reps log?

What happened on the call?

Which deals will close, and what should we do?

Main data source

Fields reps update by hand

Recorded calls and meetings

Calls, emails, meetings, CRM and buyer signals

Primary users

Sales managers and RevOps

Frontline managers and enablement

CROs, RevOps, managers and reps

Typical output

Pipeline and activity reports

Transcripts, topics and coaching moments

Deal scores, risk alerts and AI forecasts

Main limitation

Only as complete as rep data entry

Sees conversations without the full deal context

Needs clean CRM data and adoption to work well

Conversation intelligence is often the entry point, and many revenue intelligence platforms now include it. The difference is scope. CRM-based sales reporting shows what reps logged. Revenue intelligence ties every conversation to the opportunity, the buying committee and the forecast, which is why RevOps teams treat it as part of the revenue operations stack.

How We Evaluated These Platforms

We scored each platform on six criteria, using vendor product, pricing and release pages, plus G2 reviews:

  1. Data capture. How completely the platform logs calls, emails and meetings, and whether it adds data the CRM doesn’t have, such as verified contacts and intent data.

  2. Forecasting. How the AI builds a sales forecast, with roll-ups by team and segment, and how well the platform shows where the number could move.

  3. Deal intelligence. Opportunity scoring, risk alerts, stakeholder coverage and next-step guidance tied to your sales methodology.

  4. AI and agents. What the AI drafts, predicts or runs on its own, whether outside AI tools can reach the data through MCP or an API, and how admins control it.

  5. CRM fit. Depth of sync with Salesforce, HubSpot and other CRMs, and how the platform fits your RevOps tech stack.

  6. Pricing model. Per seat, platform fee, credits or usage, and how predictable the cost is as you scale.

Pros and cons for each platform reflect recurring themes in its G2 reviews, filtered for what matters in revenue intelligence.

Best Revenue Intelligence Platforms Compared

Here’s how the 10 platforms compare on fit, core strength, AI, pricing model and G2 rating.

Platform

Best for

Core strength

AI and agents

Pricing model

G2 rating

ZoomInfo

Deal intelligence on verified data, with agents that act

Data, buying signals and conversation context in one graph

Agent Teams, AI in GTM Workspace, MCP

Free to start with consumption credits

4.5/5 (GTM Workspace)

Gong

Conversation-led deal execution and coaching

Revenue Graph built from customer interactions

16 prebuilt agents, Custom Agents, MCP

Per user plus platform fee

4.7/5

Salesloft

Forecasting and engagement in one platform

Clari Forecast and pipeline inspection

AI Forecast Agent, MCP server

Custom

4.5/5 (Clari)

Salesforce Revenue Intelligence

Teams standardized on Sales Cloud

Native dashboards and forecast insights

AI-powered insights and Sales Rep Command Center

$220 per user a month

4.4/5 (Agentforce Sales)

Backstory

Deal answers from captured activity

Activity capture and deal confidence scores

Answers in Slack, CRM and AI assistants, MCP

Platform fee plus pooled usage

4.5/5

Aviso

Agentic forecasting across the revenue cycle

Forecasting plus 50+ task agents

MIKI, AI avatars, Agent Studio

Custom

4.3/5

Terret

Forecast-first RevOps teams

Terret Forecast and deal inspection

Terret Nexus and Virtual Revenue Fleet agents

Custom

4.4/5

Revenue.io

Salesforce teams that want live call guidance

Salesforce-native dialer and coaching

15 AI agents, Ask Revenue AI

Custom, three plans

4.7/5

Revenue Grid

Salesforce and Outlook users

Activity capture and guided selling

RG Assistant and RG Mentor

From $30 per user a month

4.6/5

Avoma

Mid-market teams on a budget

Meeting capture with a revenue intelligence add-on

Ask Avoma, MCP

From $19 per seat a month

4.6/5

1. ZoomInfo

G2 rating: 4.5/5 for GTM Workspace (9,187 reviews)

ZoomInfo is an all-in-one AI GTM Platform. For revenue intelligence, it adds a verified view of who's in each deal and what's happening at the account. Its data foundation covers 500M contacts and 100M companies with up to 95% accuracy on first-party data. It's structured as the GTM Context Graph, which fuses that data with your CRM records, calls, emails and buying signals, so every deal score and risk flag draws on the full account history.

Conversation context comes from Chorus, which records and analyzes calls and meetings and feeds what buyers say into the GTM Context Graph. Sellers work in GTM Workspace, where AI agents surface buying signals and recommend the next step. The same agents score and prioritize accounts, so reps start with the deals and buyers most likely to move. When a deal needs a new stakeholder, reps can map the buying committee with verified contacts and direct dials in the same workflow.

Insight turns into action in GTM Studio. Inside it, Agent Teams runs complete plays. After a call, an Agent Team can read the transcript, pull out MEDDIC details and update the opportunity. Ninety days before a renewal, it can flag accounts whose engagement is slipping and brief the owner. Every step is written back to Salesforce or HubSpot. Teams running agents of their own connect through GTM.AI, ZoomInfo's API, CLI and MCP, where Agent Teams can also run headless. The ZoomInfo MCP server brings the same data into Claude, ChatGPT and other AI tools.

Snowflake uses ZoomInfo data in its account scoring model, and scored accounts convert at twice the rate.

snowflake-logo

"Once our APS system produces a score, we put it in front of field operations leads so they can allocate those accounts as efficiently as possible."

David Gojo, Sales Data Science Manager, Snowflake

90%higher opportunity open rates on top-scored accounts
Read case study

Key features:

  • Verified contacts, direct dials and company data for every account in the pipeline

  • GTM Context Graph reasoning across CRM, conversation and behavioral data

  • Chorus conversation intelligence for calls and meetings

  • AI agents in GTM Workspace for prioritization and next-best actions

  • Agent Teams plays such as MEDDIC capture, renewal at risk and closed-lost win-back

  • GTM.AI access through API, CLI and MCP

Pros:

  • G2 reviewers rate its data accuracy and intent signals among the top reasons to use it

  • Adds verified people and account data that activity-capture tools can’t supply

  • Agents act on deal insight in the CRM and engagement tools teams already use

Cons:

  • Reviewers flag occasional outdated contacts, so key records still need a check before outreach

  • New users can find the number of features overwhelming at first

  • More platform than a small team running a single pipeline needs

Best for: Mid-market and enterprise revenue teams that want deal intelligence grounded in verified data, with agents that carry the next step through.

Pricing: Free to start with consumption credits based on usage. Agent Teams is part of GTM Studio with no new SKU, and an estimate is shown before each play.

2. Gong

G2 rating: 4.7/5 (6,775 reviews)

Gong is a revenue AI operating system built on the Gong Revenue Graph, which captures customer calls, emails and meetings across the revenue team. That gives it unusually deep deal intelligence once an opportunity is in motion, and Gong says its predictions draw on 300+ signals from real customer conversations. Gong was named a Leader in the 2026 Gartner Magic Quadrant for Revenue Action Orchestration. Gong Forecast handles pipeline and roll-ups, Gong Engage covers outreach and Gong Enable covers sales coaching, and the May 2026 Mission Andromeda release extended the platform into enablement and account management.

Its feature set includes 16 prebuilt agents, such as AI Deal Monitor for hidden risk, AI Deal Predictor and AI Revenue Predictor for close likelihood and revenue, AI Deal Reviewer, which checks deals against your methodology and suggests CRM updates, and AI Data Extractor, which fills CRM fields from calls and emails. Teams configure them in Agent Studio, and since June 2026 they can describe Custom Agents in plain language. The Gong Revenue Harness governs how agents plan, act and hand off to people, and MCP support lets outside AI tools work with Gong data.

Key features:

  • Revenue Graph built from calls, emails and meetings

  • Gong Forecast with AI Deal Predictor and AI Revenue Predictor

  • AI Deal Monitor, AI Deal Reviewer and AI Data Extractor

  • Agent Studio, Custom Agents and the Revenue Harness

  • Gong Enable for coaching and AI role-play

Pros:

  • G2 reviewers rank its AI capabilities first, saying they save time and boost productivity

  • Call recording and AI note-taking draw strong praise

  • Deal insight comes from what buyers actually say

Cons:

  • Reviewers find it hard to locate and access past calls

  • Some reviewers report AI inaccuracies that reduce the usefulness of insights

  • Signals center on conversations, so prospecting data and pre-pipeline intent come from elsewhere

Best for: Enterprise revenue teams that want deal execution, forecasting and coaching built on conversation data.

Pricing: Custom. Gong charges a license per user plus a platform fee based on the number of users. Since May 2026, background agent work runs on Gong Credits, with a pool included with seats.

Comparing it with Chorus? Our list of Gong alternatives covers the rest.

3. Salesloft

G2 rating: 4.5/5 for Clari (5,625 reviews)

Salesloft is now the home of Clari. The two companies merged in December 2025 and moved to a single Salesloft brand in September 2026, combining Clari Forecast with Salesloft’s cadences, conversation intelligence and deal management. Clari Forecast keeps its name inside the Salesloft platform.

Forecasting runs on an AI Forecast Agent that grounds the number in historical deal data and live rep activity. Opportunities carry AI scores, Inspect gives managers full pipeline inspection and risks can trigger next-best actions in the seller’s workflow. Salesloft’s agents add Deal Summaries, Sales Methodology Extraction, which pulls MEDDPICC details from calls, Stalled Deals Insight and a Sales Strategist for coaching, and its Buyer Identification agent integrates with ZoomInfo to recommend stakeholders. Salesloft’s MCP server, expanded in July 2026, covers forecasting, deal inspection and call data with write-back, and it’s listed natively in Claude’s connector directory. Agent Teams connects to Salesloft natively, so plays that start in ZoomInfo can continue in Salesloft cadences.

Key features:

  • Clari Forecast with an AI Forecast Agent

  • Inspect for pipeline inspection and AI-scored opportunities

  • Deal Summaries, Sales Methodology Extraction and Stalled Deals Insight agents

  • Conversation intelligence, deal management and Rhythm prioritization

  • Cadence for multichannel sequences

  • MCP server covering forecast, deal and call data

Pros:

  • G2 reviewers rank ease of use first, especially for forecasting

  • Reviewers praise its Salesforce integration and real-time updates

  • Forecasting, deal inspection and engagement in one platform

Cons:

  • Customization limits are the most cited complaint on G2

  • Reviewers mention a learning curve and inconsistencies in Salesforce sync

  • No B2B contact data of its own

Best for: Enterprise RevOps teams that want forecasting, pipeline inspection and sales engagement from one vendor.

Pricing: Custom.

Still weighing forecasting options? Our list of Clari alternatives covers the forecasting side. Our guide to Salesloft alternatives covers engagement.

4. Salesforce Revenue Intelligence

G2 rating: 4.4/5 for Agentforce Sales, formerly Sales Cloud (27,575 reviews)

Salesforce Revenue Intelligence adds forecasting and deal analytics to Sales Cloud. Revenue Insights dashboards track quota attainment, open pipeline and win rates, so managers can check pipeline health by rep and team. Forecast Insights and a Commit Calculator help leaders call the number, and the Sales Rep Command Center flags opportunities that are stuck, overdue or stagnant. AI-powered insights cover deals, accounts and products, and 50+ native connectors blend outside data with Salesforce.

Because it’s native to Salesforce, there’s no sync to manage and admins work with familiar tools. The trade-off is that its intelligence comes from data already in your org, so teams often enrich records and add ZoomInfo data to Salesforce to fill gaps in contacts and accounts.

Key features:

  • Revenue Insights dashboards for quota, pipeline and win rates

  • Forecast Insights and a Commit Calculator

  • Sales Rep Command Center for stuck and overdue deals

  • AI account management and product insights

  • 50+ native data connectors

  • Optional Tableau Explorer license

Pros:

  • G2 reviewers rank ease of use and its 360-degree customer view among its top strengths

  • Native to Salesforce, so data and dashboards stay in one place

  • Deep customization for complex sales processes

Cons:

  • A steep learning curve is the most cited con on G2

  • Reviewers say reporting and customization need time and expertise

  • Cost adds up as add-ons stack on top of Sales Cloud

Best for: Organizations standardized on Sales Cloud that want revenue analytics without another vendor.

Pricing: Revenue Intelligence costs $220 per user per month, billed annually.

  • With a Tableau Explorer license, it costs $250 per user per month.

  • Some Sales Cloud editions include it, and no trial licenses are offered.

5. Backstory (Formerly People.ai)

G2 rating: 4.5/5 (630 reviews)

Backstory is the new name for People.ai, which rebranded in April 2026. It calls itself a revenue answers platform. Backstory captures emails, meetings and calls automatically, including activity from Gong and sales engagement tools, and learns from about two years of your own history to judge deal momentum and stakeholder coverage.

Each deal gets a confidence score, and risk flags call out problems such as a missing economic buyer, falling stakeholder engagement or rising commit risk, each with a recommended next step. Answers appear where people work, in Slack, inside the CRM, in dashboards and in AI assistants such as Claude, ChatGPT and Microsoft Copilot through MCP. Backstory describes a four-week rollout.

Key features:

  • Automated capture of email, meeting and call activity

  • Deal confidence scores and pipeline health monitoring

  • Risk flags with recommended next steps

  • Answers in Slack, the CRM, Claude, ChatGPT and Microsoft Copilot

  • MCP and open APIs

Pros:

  • G2 reviewers highlight insights that improve sales management decisions

  • Reviewers value its CRM integration and visibility across activities

  • Unlimited free viewers for managers, finance and ops

Cons:

  • Its models learn from historical activity, so value builds as data accumulates

  • No published price list

  • Relies on your CRM and connected tools for contact and account data

Best for: Revenue teams that want automatic activity capture and plain-language answers about deal risk.

Pricing: Custom. A platform fee covers the customer-facing people whose activity Backstory ingests, with pooled usage for answers and no feature tiers.

6. Aviso

G2 rating: 4.3/5 (991 reviews)

Aviso is an agentic AI platform used by 450+ revenue teams, built on its forecasting roots. MIKI, which Aviso calls an agentic AI chief of staff, orchestrates actions across agents, surfaces risk with next steps and prepares QBRs. Role-specific AI avatars cover inbound and outbound SDR work, sales engineering, coaching and customer success.

Aviso lists 50+ task agents across prospecting, deal execution, forecasting and retention, including Win Prediction, Forecast Validation and Churn Prediction. A no-code Agent Studio lets RevOps teams build their own, connected to the CRM and 200+ revenue apps, and Aviso says its workflows run with rules, rollbacks and audit logs. Conversation intelligence, relationship intelligence and pipeline inspection round out the platform, and Aviso says it was named a Leader in The Forrester Wave in Q3 2026.

Key features:

  • AI forecasting with win prediction and forecast validation

  • MIKI and role-specific AI avatars

  • 50+ task agents and a no-code Agent Studio

  • Conversation and relationship intelligence

  • Pipeline inspection and deal acceleration

Pros:

  • G2 reviewers praise intuitive filters and clear dashboards

  • Its AI prediction feature is a top-rated strength for forecasting focus

  • Broad agent coverage across the revenue cycle

Cons:

  • Reviewers cite a steep learning curve and slow page loads

  • Some reviewers report lag and inaccurate data from the Salesforce integration

  • No published pricing

Best for: Data-driven sales organizations that want AI forecasting and agents from one vendor.

Pricing: Custom. Aviso offers vendor buyouts and free migration for teams switching platforms.

7. Terret (Formerly BoostUp)

G2 rating: 4.4/5 (615 reviews)

Terret is the new name for BoostUp, which rebranded in September 2025 as it moved from forecasting into a broader agentic platform. Its three products, Terret Forecast, Terret Conversation Intelligence and Terret Nexus, run on the Terret Revenue Graph, which connects CRM, email, call and data warehouse signals. Terret Forecast generates live AI predictions with board-ready narratives that explain why the number moved, and Terret Conversation Intelligence links every call to deal outcomes. It works with Salesforce and HubSpot and can pull call data from Gong or Chorus.

Terret groups its AI into a Virtual Revenue Fleet. Pipeline Builder supports pipeline generation by identifying target accounts and drafting outreach, the Sales Process Agent captures meeting insights and the Mutual Action Planner keeps buyers and sellers on shared milestones. Terret Nexus answers questions about deals, pipeline and forecasts, then hands the work to agents, and teams can reach it through Slack, Salesforce, the Terret app or AI assistants such as Claude and ChatGPT.

Key features:

  • Terret Forecast with AI predictions and board-ready narratives

  • Deal inspection and risk alerts

  • Terret Conversation Intelligence

  • Virtual Revenue Fleet agents, including Pipeline Builder and the Mutual Action Planner

  • Terret Nexus in Slack, Salesforce and AI assistants

Pros:

  • G2 reviewers rank forecasting ease as its top strength

  • Reviewers like its analytics and single dashboard view

  • Salesforce integration makes CRM data easier to reach

Cons:

  • Salesforce connectivity and lag are the most cited complaints

  • Reviewers find reporting limited, including for multi-currency forecasts

  • Some reviewers cite gaps such as hierarchy forecasting

Best for: RevOps teams that put forecast accuracy first and want agents built around it.

Pricing: Custom. Terret offers a free 48-hour proof of concept.

8. Revenue.io

G2 rating: 4.7/5 (580 reviews)

Revenue.io is a revenue intelligence and guided selling platform built natively on Salesforce, so call and deal data stay inside your org. Its dialer logs every call automatically, and Moments delivers real-time guidance, battlecards and live listen and whisper coaching during calls.

Revenue.io lists 15 AI agents, including AI Deal Scorer, AI Forecast Analyzer, AI Call Scorer, AI Sales Methodology Coach and AI Objection Tracker, which flags objections in real time. Ask Revenue AI answers questions about accounts, deals and calls, and its top plan adds deal health scores, pipeline and forecast management and 140+ revenue intelligence reports.

Key features:

  • Salesforce-native dialer with automatic call logging

  • Moments real-time guidance and live coaching

  • 15 AI agents for scoring, summaries, coaching and forecasting

  • Ask Revenue AI

  • Deal health scores and 140+ revenue intelligence reports

Pros:

  • G2 reviewers rank its customer support first

  • Reviewers praise its ease of use and seamless Salesforce integration

  • Live guidance helps reps during the call

Cons:

  • Some reviewers report call issues, such as headset disconnects

  • Reviewers find reporting hard to navigate or customize

  • Built for Salesforce teams, with custom quotes for 15+ seats

Best for: Salesforce teams that want real-time call guidance alongside deal and forecast intelligence.

Pricing: Custom. Revenue.io offers three plans, Activate, Engage and Orchestrate, with revenue intelligence dashboards and forecasting in Orchestrate.

9. Revenue Grid

G2 rating: 4.6/5 (596 reviews)

Revenue Grid is a Salesforce-native revenue intelligence platform known for its activity capture, its Outlook sidebar and its Gmail integration. It syncs emails, meetings and contacts to the right Salesforce records automatically, which keeps CRM hygiene from depending on rep discipline.

Its top plan adds True Pipeline for pipeline management, AI-supported forecasting and Deal Guidance that flags risks and openings on each deal. It also adds relationship intelligence, team analytics and sales cadences. RG Assistant answers questions across your sales data, and RG Mentor gives guidance inside the CRM.

Key features:

  • Automated activity capture to Salesforce

  • Outlook sidebar and Gmail integration

  • True Pipeline and AI-supported forecasting

  • Deal Guidance and relationship intelligence

  • RG Assistant and RG Mentor

Pros:

  • G2 reviewers rank ease of use first

  • Reviewers praise its seamless Salesforce and Outlook integration

  • Published per-user pricing

Cons:

  • Reviewers mention missing features and technical issues during setup

  • Some reviewers report a slow-loading sidebar

  • Built for Salesforce, so teams on other CRMs need another option

Best for: Salesforce teams, especially Outlook users, that want clean activity data and guided selling.

Pricing: Revenue Grid publishes three per-user monthly plans.

  • Activity Capture 360 costs $30 per user per month.

  • Knowledge Capture costs $49 per user per month and adds AI chat and search.

  • Revenue Grid Ultimate costs $149 per user per month and adds forecasting, Deal Guidance and RG Mentor.

10. Avoma

G2 rating: 4.6/5 (1,365 reviews)

Avoma started as an AI meeting assistant and now sells revenue intelligence as an add-on. The core plans cover recording, transcription, AI notes and follow-up emails, and Ask Avoma answers questions about meetings. The Revenue Intelligence add-on extends Ask Avoma across accounts and deals and adds AI Deal Risks, a Sales Methodology Tracker, AI win-loss analysis and forecasting, while the Conversation Intelligence add-on covers call scoring and coaching.

Avoma also covers customer churn prediction for CS teams. Viewers and collaborators are free, so only people who record meetings need a paid seat. It also offers MCP to connect its data to AI tools, plus an API and webhooks on the Organization plan.

Key features:

  • Meeting recording, transcription and AI notes

  • Ask Avoma across meetings, accounts and deals

  • Revenue Intelligence add-on with deal risk, win-loss analysis and forecasting

  • Conversation Intelligence add-on for scoring and coaching

  • MCP, API and webhooks

Pros:

  • G2 reviewers praise it for call reviews, transcripts and note-taking

  • Reviewers find it easy to use

  • Published pricing and free viewer seats

Cons:

  • Some reviewers report recording issues and dropped connections

  • Reviewers mention occasional transcription inaccuracies

  • Forecasting and deal intelligence cost extra on top of the base plan

Best for: Small and mid-size teams that want meeting intelligence first, with forecasting as an add-on.

Pricing: Avoma prices per recorder seat, and viewers are free.

  • Startup costs $19 per seat per month, billed annually.

  • Organization costs $29 per seat per month, billed annually.

  • Enterprise costs $39 per seat per month, billed annually.

  • The Revenue Intelligence add-on costs $29 per seat per month, billed annually, and a 14-day free trial is available.

Other Tools Worth Knowing

Two platforms often come up in revenue intelligence searches, though they lead with other jobs.

HubSpot Sales Hub brings AI deal scores, deal summaries, risk flags and sales forecasting into the HubSpot CRM, so teams already on HubSpot can add deal intelligence without another tool. HubSpot data enrichment keeps the contacts behind those scores current. See how it fits with other tools in our comparison of sales engagement platforms.

Outreach is an agentic sales execution platform with deal management, forecasting and conversation intelligence alongside its sequences. Our Outreach review covers its revenue intelligence features.

From Insight to Action: Where Revenue Intelligence Is Heading

Revenue intelligence started as better reporting. The first platforms captured activity and showed managers where deals stood. Conversation AI added call analysis, predictions and risk alerts. AI sales forecasting software made the number harder to argue with.

The gap that remained was action. A risk alert still needs someone to research the account, find the missing stakeholder, update the CRM and follow up. AI agents in the CRM now take on that work. Gong, Aviso, Terret and Salesforce all ship agents, and the question for buyers has shifted from what a platform can see to what it can finish. It’s the same shift behind revenue orchestration tools.

Agent Teams follows that model. You give your agents an outcome, not a task, and the play runs from the signal to the result.

  • MEDDIC capture. A call ends, and the Agent Team reads the transcript, pulls out the MEDDIC details and updates the opportunity, so deal data stays clean without rep admin.

  • Renewal at risk. Ninety days out, engagement and customer health score signals flag accounts that are drifting, and the account owner gets a brief with the context and the next step.

  • Closed-lost win-back. Each month, the Agent Team revisits lost deals, checks for new stakeholders, intent or a job change, and drafts outreach when the timing is right.

Every step is written back to Salesforce or HubSpot, and RevOps sees a credit estimate before each play runs. As agents take on more of the work, the controls matter as much as the insight, which is why governing AI agents at scale belongs in the rollout plan from day one.

How to Choose a Revenue Intelligence Platform

Start with the problem your forecast calls keep running into, then shortlist the platforms built to fix it.

  • The forecast keeps missing. Salesloft’s Clari Forecast, Terret and Aviso lead with AI forecasting and roll-ups, and our roundup of sales forecasting software covers more options.

  • You can’t see what happens on calls. Gong and Revenue.io lead among conversation intelligence software for deal and coaching insight. Revenue.io guides reps live, while Gong is stronger for post-call review across the whole team.

  • The CRM is missing activity. Backstory and Revenue Grid capture emails, meetings and calls automatically.

  • Deals stall because the wrong people are involved. ZoomInfo adds verified contacts and direct dials, so reps can find the missing stakeholders and act on buying signals before a deal goes quiet.

  • Your team runs entirely on Salesforce. Salesforce Revenue Intelligence, Revenue.io and Revenue Grid work natively inside it.

Before you sign, check that your team is ready for the platform. Use this checklist:

  • CRM data. Opportunity stages, close dates and contact roles are used consistently, and duplicate and outdated records are cleaned up. Ongoing CRM data enrichment keeps them current.

  • Access. Admins can grant API access to email, calendar, conferencing and the CRM.

  • Ownership. A RevOps lead owns configuration, forecast categories and adoption, and knows where AI for RevOps fits in the team’s workflow.

  • Compliance. The platform supports call-recording consent across the regions you sell into, PII redaction in transcripts and certifications such as SOC 2 and GDPR.

  • Success metrics. You know your current forecast accuracy, win rate and pipeline coverage, so you can measure the change.

Run Revenue Intelligence on Verified Data

A revenue intelligence platform is only as good as the data it reads and the action that follows. ZoomInfo connects verified contacts, buying signals and conversation context in the GTM Context Graph, a context layer for AI agents, and Agent Teams turns what your team learns from every deal into plays that run to completion. That combination is what GTM intelligence means in practice.

See Agent Teams in action

Frequently Asked Questions

What is revenue intelligence?

Revenue intelligence is the use of AI to analyze sales activity, buyer conversations and CRM data so revenue teams can forecast accurately, spot deal risk early and decide what to do next.

What is a revenue intelligence platform?

A revenue intelligence platform is software that automatically captures calls, emails and meetings, connects them to CRM records and uses AI to score deals, flag risk and forecast revenue. Gong, Salesloft, Backstory, Aviso and Terret are examples.

What is the best revenue intelligence software?

It depends on your main gap. Gong leads for conversation-led deal intelligence, Salesloft’s Clari Forecast and Terret for forecasting, Backstory and Revenue Grid for activity capture and Revenue.io for Salesforce teams that want live call guidance. ZoomInfo fits teams that want deal intelligence on verified data with agents that act on it.

How is revenue intelligence different from CRM reporting?

CRM reporting shows what reps logged in the CRM. Revenue intelligence captures activity automatically, analyzes it with AI and predicts which deals will close, so it doesn’t depend on manual data entry.

What is the difference between revenue intelligence and conversation intelligence?

Conversation intelligence analyzes recorded calls and meetings for topics, objections and coaching moments. Revenue intelligence includes that analysis and connects it to deals, the buying committee and the forecast.

Is Clari still a product?

Clari merged with Salesloft in December 2025, and the combined company moved to a single Salesloft brand in September 2026. Clari Forecast continues under that name as part of the Salesloft platform.

What happened to People.ai and BoostUp?

People.ai rebranded as Backstory in April 2026, and BoostUp rebranded as Terret in September 2025. Both platforms still offer revenue intelligence and forecasting.

How much does revenue intelligence software cost?

Pricing varies by model. Avoma and Revenue Grid publish per-seat plans, and Salesforce Revenue Intelligence is a per-user add-on. Gong, Salesloft, Aviso, Terret, Backstory, Revenue.io and ZoomInfo quote custom pricing, often with platform fees or usage credits for AI agents.

How long does it take to implement a revenue intelligence platform?

Activity capture can start within days of connecting email, calendar and the CRM. Forecasting models and adoption usually take one to three months, depending on data quality, CRM complexity and how many teams roll out.

Does ZoomInfo offer revenue intelligence?

Yes. ZoomInfo combines verified B2B data, Chorus conversation intelligence and CRM activity in the GTM Context Graph, with AI agents in GTM Workspace for sellers. Agent Teams, part of GTM Studio, runs plays such as MEDDIC capture and renewal at risk on top.


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