What Is a Revenue Intelligence Platform?
Revenue intelligence platforms pull data from your CRM, email, calls, and meetings into one place. This means you stop relying on reps to manually update Salesforce or guessing which deals will close based on gut feel. The platform does the work: logging activity, tracking deal movement, and flagging risks before they kill your quarter.
These tools go beyond basic CRM reports. They use AI to predict outcomes, score deals, and tell you what to do next based on what's actually worked before.
Core capabilities include:
Automated activity capture: Emails, meetings, and calls get logged without manual entry
AI-powered forecasting: Predicts which deals close based on historical patterns and current engagement
Pipeline visibility: Real-time view of deal status, stage movement, and where things stall
Deal scoring: Ranks opportunities by close probability using engagement signals
Conversation intelligence: Analyzes sales calls to surface objections, competitor mentions, and buying signals
You replace spreadsheets and guesswork with data that shows what's happening across your pipeline right now.
Top Revenue Intelligence Platforms
Here's how the top revenue intelligence platforms compare:
Platform | Core Strength | AI Capabilities | Best For |
|---|---|---|---|
ZoomInfo | B2B data + revenue intelligence | Copilot for AI-guided selling | Enterprise teams needing data and insights |
Clari (merged with Salesloft) | Revenue orchestration platform | Predictive forecasting + AI agents + conversation intelligence | RevOps-led organizations needing end-to-end revenue platform |
Gong | Revenue AI operating system | AI-powered forecasting + conversation analysis + engagement | Sales coaching and revenue operations |
People | Activity capture automation | Account engagement scoring | Teams eliminating manual CRM work |
Aviso AI | AI-guided selling | Machine learning forecasting | Data-driven sales orgs |
Revenue Grid | Guided selling sequences | Salesforce-native automation | Salesforce-centric teams |
InsightSquared (Mediafly Revenue360) | Sales analytics and BI | Pipeline reporting dashboards | Analytics-driven revenue teams |
HubSpot Sales Hub | CRM-native revenue tools | Integrated forecasting + deal tracking | Mid-market HubSpot users |
BoostUp | Forecasting accuracy | Pipeline risk alerts | Teams prioritizing forecast precision |
1. ZoomInfo
ZoomInfo combines B2B intelligence with revenue operations so you can prospect, engage, and track deals from one platform. You get access to contact and company data across hundreds of millions of profiles, enriched with buyer intent signals that show which accounts are actively researching solutions. ZoomInfo connects prospecting, engagement, and pipeline management without forcing reps to toggle between tools.
The platform syncs with Salesforce, HubSpot, and Microsoft Dynamics to keep your CRM current without manual updates. ZoomInfo Copilot acts as an AI assistant that surfaces account insights, recommends next actions, and automates workflow steps based on buying signals. GTM Workspace brings together contact discovery, email sequencing, call tracking, and deal intelligence in a single interface where your reps actually work.
ZoomInfo serves thousands of B2B organizations and maintains enterprise-grade compliance including GDPR, CCPA, and SOC 2 Type II. The platform appears in Gartner and Forrester evaluations for sales intelligence and data quality.
Key Features:
Buyer intent signals: Shows which accounts are researching your category based on content consumption and search behavior
Account prioritization feeds: Surfaces high-fit prospects based on your ICP criteria and engagement activity
Copilot AI recommendations: Tells you which accounts to target and what actions to take next
CRM enrichment: Updates contact and company records automatically with verified data
Conversation intelligence: Records and analyzes sales calls to identify objections and coaching moments
Pipeline visibility: Tracks deal progression and flags at-risk opportunities before they slip
Custom signal creation: Builds proprietary intent triggers based on your specific buying patterns
2. Clari
Following its merger with Salesloft, Clari now operates as a revenue orchestration platform that combines forecasting, pipeline management, deal execution, sales engagement, and conversation intelligence. The platform aggregates data from CRM, email, calendar, and other sales tools to show revenue health in one view. Clari's forecasting engine analyzes historical deal patterns and current pipeline activity to generate predictions at the rep, team, and company level.
Pipeline inspection capabilities let managers drill into individual deals to assess health and identify gaps. Clari's deal scoring models evaluate opportunity strength based on engagement frequency, stakeholder involvement, and progression velocity. The platform integrates with Salesforce and other major CRMs to pull activity data automatically.
Through the merger, Clari now includes Groove for sales engagement and prospecting, Copilot for conversation intelligence and coaching, and RevAI for AI-powered agents that automate revenue workflows. The combined platform serves revenue operations teams needing end-to-end visibility from prospecting through forecasting.
Key Features:
Predictive forecasting with confidence intervals
Pipeline inspection and deal health scoring
Automated activity capture from email and calendar
Revenue leak detection for at-risk deals
Quota and attainment tracking
Salesforce native integration
Executive dashboards for revenue visibility
Collaboration tools for forecast submissions
Groove for sales engagement and prospecting sequences
Copilot for conversation intelligence and call coaching
RevAI agents for automated revenue workflows
Align for mutual action plans and buyer collaboration
3. Gong
Gong operates as a Revenue AI platform that combines conversation intelligence with forecasting, sales engagement, and pipeline management capabilities. The platform records, transcribes, and analyzes sales calls using natural language processing to identify key moments like competitor mentions, pricing discussions, and objection handling. Gong surfaces patterns across successful deals so teams can replicate what works.
The platform now includes Gong Forecast for 360-degree pipeline visibility and granular deal intelligence, plus Gong Engage for sales engagement automation to prioritize, personalize, and automate outreach. Deal warnings trigger when engagement drops or risk signals appear in conversations. Managers use Gong for coaching by reviewing call snippets and sharing examples of effective discovery or objection handling.
Gong's Data Cloud capability provides infrastructure to export enriched data to external platforms and BI tools. The platform integrates with major CRMs and dialers to connect conversation data with opportunity records, with integrations available at no additional cost.
Key Features:
Call recording and transcription
AI-powered conversation analysis
Competitor and objection tracking
Deal risk alerts based on engagement patterns
Coaching insights and call snippet sharing
CRM integration for linking calls to opportunities
Topic tracking across customer conversations
Win-loss analysis based on conversation patterns
Gong Forecast for pipeline visibility and deal intelligence
Gong Engage for sales engagement automation
Data Cloud for exporting enriched data to external platforms
Learn more about Gong Revenue AI Operating System
4. People
People automates activity capture by logging emails, meetings, and calls directly into CRM without requiring manual entry from reps. The platform maps contacts to opportunities and accounts, creating a relationship graph showing who's engaged and how deals progress. People's analytics engine tracks account engagement scores and identifies which activities correlate with closed deals.
The platform provides Revenue operations teams with visibility into rep activity, pipeline health, and forecast accuracy. People connects with email systems, calendars, and CRMs to pull data automatically. The platform includes dashboards for tracking activity metrics, pipeline velocity, and conversion rates.
People focuses on eliminating data entry overhead and giving RevOps teams the activity data needed for accurate reporting. The platform serves organizations wanting to understand the relationship between seller actions and revenue outcomes.
Key Features:
Automated email and meeting capture
Contact-to-account mapping
Account engagement scoring
Activity-to-opportunity attribution
Pipeline velocity tracking
Forecast accuracy analytics
CRM data quality automation
Relationship intelligence mapping
5. Aviso AI
Aviso AI combines predictive forecasting with AI-guided selling recommendations. The platform uses machine learning models trained on historical deal data to predict close probability and revenue outcomes. Aviso's deal scoring evaluates opportunities based on engagement patterns, stakeholder involvement, and progression signals.
The platform provides guided selling playbooks recommending next actions based on deal stage and risk factors. Aviso integrates with CRM systems to pull opportunity and activity data for analysis. The platform includes forecasting tools letting managers adjust predictions and track changes over time.
Aviso AI serves revenue teams wanting to apply data science to sales execution. The platform focuses on improving forecast accuracy and helping reps prioritize high-value activities.
Key Features:
Machine learning forecasting models
AI-powered deal scoring
Guided selling recommendations
Pipeline risk identification
Revenue operations analytics
CRM integration and data sync
Forecast collaboration tools
Win probability predictions
6. Revenue Grid
Revenue Grid provides guided selling capabilities within a Salesforce-native environment. The platform automates email sequences, tracks engagement, and manages pipeline progression without leaving Salesforce. Revenue Grid's activity capture logs emails and meetings directly into CRM records.
The platform includes sequence automation sending personalized emails based on triggers and engagement behavior. Revenue Grid provides pipeline management views showing deal status and next steps. The platform focuses on Salesforce users wanting to add engagement and intelligence capabilities without switching tools.
Revenue Grid serves teams heavily invested in Salesforce wanting to extend its capabilities. The platform emphasizes workflow automation and CRM data quality.
Key Features:
Salesforce-native interface
Automated email sequences
Activity capture and CRM sync
Pipeline management dashboards
Engagement tracking
Revenue signals and alerts
Guided selling playbooks
Email template library
7. InsightSquared (Mediafly Revenue360)
InsightSquared, now part of Mediafly's Revenue360 suite, provides sales analytics and business intelligence for revenue teams. The platform connects to CRM and other data sources to generate reports on pipeline health, forecast accuracy, and rep performance. InsightSquared's dashboards track metrics like win rates, sales cycle length, and pipeline coverage.
As part of Revenue360, InsightSquared integrates with Mediafly's sales enablement, buyer engagement, and value selling capabilities to provide a comprehensive revenue platform. The platform includes forecasting tools aggregating rep submissions and applying historical trends. InsightSquared provides activity capture to log emails and meetings into CRM.
InsightSquared serves revenue operations and sales leadership teams needing to track performance metrics and identify trends. The platform emphasizes data visualization and custom reporting.
Key Features:
Sales analytics dashboards
Forecasting and pipeline reporting
Activity capture automation
Win rate and conversion analysis
Sales cycle tracking
Custom report builder
CRM data integration
Performance benchmarking
Learn more about InsightSquared (Mediafly Revenue360)
8. HubSpot Sales Hub
HubSpot Sales Hub provides revenue intelligence capabilities within the HubSpot CRM ecosystem. The platform includes deal tracking, forecasting, and conversation intelligence features. HubSpot's native integration means activity data flows automatically between sales tools and CRM records.
The platform offers email tracking, meeting scheduling, and sequence automation alongside pipeline management. HubSpot Sales Hub includes conversation intelligence for call recording and analysis. The platform serves mid-market teams already using HubSpot for marketing or service.
HubSpot Sales Hub focuses on teams wanting an integrated solution without managing multiple vendor relationships. The platform emphasizes ease of use and quick implementation.
Key Features:
CRM-native deal tracking
Sales forecasting tools
Conversation intelligence and call recording
Email sequences and templates
Meeting scheduling automation
Pipeline management dashboards
HubSpot ecosystem integration
Playbooks for sales processes
Learn more about HubSpot Sales Hub
9. BoostUp
BoostUp specializes in forecasting accuracy and pipeline analytics. The platform analyzes deal progression patterns and buyer engagement signals to predict close probability. BoostUp provides deal inspection tools letting managers review opportunity health and identify risks.
The platform tracks pipeline changes over time and flags deals that have stalled or regressed. BoostUp integrates with CRM systems to pull opportunity and activity data. The platform focuses on revenue teams needing precise forecasting for board reporting and planning.
BoostUp serves organizations where forecast accuracy directly impacts business decisions. The platform emphasizes predictive analytics and pipeline visibility.
Key Features:
Predictive forecasting engine
Pipeline analytics and trend tracking
Deal inspection and health scoring
Buyer engagement signal tracking
Forecast change tracking
CRM integration
Executive reporting dashboards
Risk identification alerts
How to Choose a Revenue Intelligence Platform
Pick based on what you need to fix first. Teams focused on coaching need strong conversation intelligence. RevOps teams prioritize forecasting accuracy and pipeline visibility. Don't buy features you won't use.
Data Quality and Coverage
Bad data creates bad forecasts. Platforms relying on incomplete or outdated information will miss deal signals and generate unreliable predictions.
Look for:
Contact and account data accuracy rates
How often data gets refreshed and verified
Coverage across your target markets and segments
Data sourcing methods and compliance standards
AI and Forecasting Capabilities
AI-powered forecasting removes bias from manual rollups. The difference between basic reporting and predictive intelligence is whether the platform tells you what will happen, not just what did happen.
Evaluate:
Predictive deal scoring based on historical patterns
Forecast confidence intervals and accuracy tracking
Pipeline risk alerts for at-risk opportunities
How transparent the machine learning models are
Activity Capture and CRM Sync
Manual data entry kills productivity and creates incomplete records. Sales automation eliminates this overhead so your CRM reflects reality without reps logging every email and call.
Check for:
Automatic email and meeting sync
Activity-to-opportunity mapping
Contact relationship tracking
Conversation and Deal Intelligence
What happens during sales calls reveals objections, competitor threats, and buying signals that don't show up in CRM fields. Deal intelligence tracks progression patterns and flags when opportunities go off track.
Assess:
Call recording and transcription quality
Sentiment analysis and topic extraction
Deal health indicators and risk scoring
Competitor mention tracking
Integration with Your Tech Stack
Revenue intelligence platforms need to connect with your CRM, sales engagement tools, dialers, and other systems. Poor integration creates data silos and forces reps to work across multiple interfaces.
Verify:
Native CRM integrations like Salesforce, HubSpot, Microsoft Dynamics
Sales engagement platform connections like Outreach and Salesloft
Dialer and web conferencing integrations
Marketing automation and BI tool compatibility
Scalability and Enterprise Readiness
As your team grows, your platform needs to handle more users, data volume, and complexity. Enterprise organizations require security certifications and compliance guarantees.
Confirm:
Security certifications like SOC 2 and ISO 27001
Compliance with GDPR, CCPA, and industry regulations
Multi-team and multi-region support
Custom reporting and API access
Why ZoomInfo for Revenue Intelligence
ZoomInfo combines the B2B data foundation you need for prospecting with AI-powered insights that drive pipeline progression. GTM Workspace brings together contact discovery, engagement tracking, and deal intelligence so reps work from one platform instead of toggling between tools. Copilot surfaces the accounts most likely to buy and recommends specific actions based on intent signals and engagement patterns.
Revenue teams using ZoomInfo see faster prospecting, better targeting, and clearer pipeline visibility. The platform eliminates guesswork by showing which accounts are in-market and what actions move deals forward.
Key decision factors:
B2B data quality and coverage depth
AI-powered recommendations that drive action
Native CRM integration that keeps data current
Enterprise-grade security and compliance
Talk to our team to see how ZoomInfo builds pipeline with revenue intelligence.
Frequently Asked Questions
How does revenue intelligence differ from traditional CRM reporting?
Revenue intelligence uses AI to predict outcomes and recommend actions, while CRM reporting shows historical data. Revenue intelligence platforms automatically capture activity and analyze patterns across deals to forecast what will happen next.
Can revenue intelligence platforms work with Salesforce and other CRMs?
Most revenue intelligence platforms offer native integrations with Salesforce, HubSpot, and Microsoft Dynamics for bi-directional data sync and activity capture. Integration depth varies by vendor.
Which teams get the most value from revenue intelligence tools?
Sales leaders, RevOps, and finance teams benefit most through improved forecast accuracy and pipeline visibility. Account executives benefit from deal risk alerts and next-action recommendations that help close deals faster.
How long does revenue intelligence platform implementation take?
Most teams see initial value within weeks after CRM integration and activity sync configuration. Full adoption typically takes one to three months depending on platform complexity and tech stack.
What's the difference between conversation intelligence and revenue intelligence?
Conversation intelligence focuses specifically on analyzing sales calls and meetings. Revenue intelligence is broader, combining conversation data with CRM activity, deal progression, and forecasting to provide complete pipeline visibility.

