Sam Hillestad
Product Marketing at SetSail
Table of contents:

In recent years, we’ve seen a massive shift to digital-first communication for sales teams, leading to an explosion of remote-friendly sales tools and resulting in reps logging activities manually and inconsistently. 

With incomplete and inaccurate data, it’s no wonder revenue leaders are seeking revenue intelligence software to close these gaps and help their teams perform. The demand for revenue intelligence software is growing at a compound annual growth rate of 16.4%

What is Revenue Intelligence Software?

Revenue intelligence software closes the loop on missing sales data and provides actionable insights via sales dashboards that help organizations better understand how to improve sales and revenue. 

These platforms provide insights into where sales are coming from, which products and services sell best,  what behaviors lead to sales, and data around revenue generation, forecasting, and lead scoring.

Sales teams can use revenue intelligence platforms to automatically track customer interactions, including emails, phone calls, and meeting notes. A platform like SetSail provides complete visibility into data across these various modalities pulling actionable insights into your CRM, data lake, or intuitive dashboards. 

This year, revenue intelligence platforms will become even more critical as sales teams look to continue to automate repetitive sales tasks and interactions between sales reps and potential customers. 

11 Best Revenue Intelligence Software

We’ve compiled the best revenue intelligence tools for RevOps and sales leaders to consider.



Increase sales team productivity by automating data capture, repetitive tasks, CRM writeback, deal tracking, lead scoring, and sales performance management. SetSail is revenue intelligence software that provides actionable visibility for modern revenue teams. With complete and accurate sales data, SetSail can automatically surface insights that identify the most effective sales behaviors so that teams can learn and improve performance.

Customers see 33% faster ramp times, 16% higher revenue, and 15x ROI on sales programs. Used by top-ranking companies such as Cisco, LinkedIn, Extreme, BigID, and Outsystems, the SetSail sales data hub uses machine learning to help teams detect patterns and gain complete visibility.

Want to see how much sales data you’re missing in your CRM? Get a complimentary Data Gap Assessment.


  • Captures enrich and map your sales data
  • Automates manual data entry
  • Surfaces insights that can be used to identify potential upsell and cross-sell opportunities
  • Excellent customer support and training resources to help teams get up and running as quickly as possible
  • Integrates with platforms like Gong, Snowflake, and Salesforce to help organizations manage data in one place
  • Reduces ramp time
  • AI-backed solutions drive more profound insights into rep performance with micro-incentives
  • Time-based metrics help sales leaders make better real-time decisions


  • Most effective for companies with >50 reps

Schedule a demo with SetSail

Salesforce Einstein Activity Capture 

Salesforce is primarily cloud-based software that helps companies manage customer relationships. Their products unite businesses across sales, customer service, marketing, and IT by providing a single source of truth for information about customers and leads. Salesforce also integrates with other modern sales and revenue tools like SetSail.

Within Salesforce, they offer Salesforce Einstein Activity Capture. Salesforce’s Einstein Activity Capture helps keep data between Salesforce and email and calendar applications up to date. Einstein Activity Capture focuses on capturing three types of data—emails, events, and contacts—which are taken from a connected Microsoft or Google account and stored using Salesforce’s Amazon Web Services (AWS) infrastructure.

For example, emails that Einstein Activity Capture users send and receive are captured and automatically added to the activity timeline of related account, contact, lead, opportunity, contract, and quote records. Events also get added automatically to the activity timeline of additional records, opportunities, contracts, and quotes.


  • Integrates well with other Salesforce platforms
  • Helps improve productivity by providing updated information between applications 
  • Data generates engagement details and usage insights


  • Your Google G Suite account or Microsoft® Exchange-based server must meet specific system requirements
  • Einstein Activity Capture has differences in functionality depending on which version you use
  • If you have Standard Einstein Activity Capture users, Einstein Email Insights isn’t on by default, and you can't create custom email insights
  • The captured data is added to the timeline of related Salesforce records and is used to generate insights but not to create Salesforce records


  • Pricing for Einstein Activity Capture depends on what Salesforce tools you are currently using, what API has been purchased, and what edition you have. 


Gong is a revenue intelligence platform used by sales teams to increase close rates and accelerate revenue growth. Gong captures and analyzes customer interactions (calls, emails, chats, presentations, and more) to give sales reps the insights they need to increase sales. 

Customers of Gong include businesses like HubSpot, Oracle, and Drift. Gong also integrates with other modern sales and revenue tools like SetSail.



  • Captures and analyzes customer interactions (calls, emails, chats) to make data-driven decisions
  • Customers see time and cost savings, as well as increased efficiency
  • Integrates with Salesforce, SetSail, and other CRMs
  • Offers a 14-day free trial


  • Requires some technical knowledge to enable you to take full advantage of all it offers 

Pricing: Pricing plans aren’t listed on their site. 

People AI is another revenue intelligence platform used by sales teams to increase close rates and accelerate revenue growth. helps sales reps understand their customers' needs and wants to create targeted marketing campaigns that result in more conversions and higher revenue.


  • Provides visibility into deals
  • Integration with Salesforce
  • Tracks rep metrics over time
  • Shows what activities everyone is doing on the team


  • It can take some time to learn the UI
  • Fewer customization options than competitors
  • Information isn’t always provided in real-time
  • Privacy and security controls aren’t as strong as competitors
  • Issues with data accuracy and completeness
  • Some manual data entry is still required
  • Forecasting isn’t a focus

Pricing: Pricing is not listed. 

HubSpot Sales Hub

HubSpot Sales Hub is a sales CRM offered by the popular HubSpot marketing platform. Their sales software works to help teams close more deals, deepen relationships, and manage their pipeline on one platform. 

HubSpot Sales Hub includes a fully-featured sales CRM, sales engagement tools, quote, CPQ functionality, reporting and analytics, and more—plus the ability to seamlessly integrate with more than 1,000 tools in HubSpot’s App Marketplace. 


  • Turns best-performing sales emails into templates that can be shared with your team 
  • Automatically capture details from every call so you can uncover the “why” behind team performance
  • Notifies you immediately a lead opens an email so you can follow up at the right time


  • You have to pay for additional technical support
  • Templates are challenging to modify
  • Doesn’t allow for early cancellations or refunds


  • Free plan
  • Starter: $45/month
  • Professional: $450/month
  • Enterprise: $1,200/month

Outreach Commit (Formerly Canopy)

Outreach Commit is a revenue intelligence tool that delivers real-time pipeline analysis and buyer engagement signals to bring science to the art of forecasting. It enables revenue leaders to go from guessing the future to changing it with recommended actions. 

Outreach Commit helps to leverage automated forecast roll-ups and weighted pipeline projections to build forecasts for future decisions. 


  • User-friendly interface
  • Provides accurate visibility into deals, buyers, and teams 


  • Not all features are included, and some are a bit pricey 
  • Technical expertise is required for premium benefits 

Pricing: Not listed on their website is a flexible and configurable revenue intelligence and forecasting platform that works with your CRM to help you standardize forecasting and sales processes. It promotes higher and more efficient revenue growth for businesses by prioritizing consistency and accountability.


  • User-friendly interface 
  • Handles CRM complexity 
  • Improved forecasting accuracy 


  • Some customers report that linkages between Salesforce and Outlook may get disrupted 
  • Features can be a bit pricey

Pricing: Pricing isn’t listed on their site 


Clari is a customer-facing revenue intelligence platform that sifts through data to give sales teams the information they need to close deals. The software offers sales forecasting capabilities and can help organizations make better decisions about pricing, product mix, and marketing strategies. 


  • Sifts through data to give sales teams the information they need to close deals
  • Its rep activity tracking features give organizations visibility into what reps are doing daily


  • Clari is a relatively new entrant in the market and doesn't have the same brand recognition as some of its competitors
  • Not as user-friendly as some of the other options
  • There is a noticeable lag in response times 

Pricing: Pricing isn’t listed on their site 


Aviso is a revenue intelligence platform that uses machine learning to help sales teams identify opportunities, predict outcomes, and accelerate revenue growth. The software unifies the workflows of modern revenue teams, from deal collaboration to pipeline inspection and conversational to actionable intelligence, all in one place. 


  • Uses machine learning to help sales teams identify opportunities
  • Provides accurate forecasting to help close deals


  • It can be complex to navigate
  • The prediction metrics can be inaccurate
  • You may experience some downtime 

Pricing: Pricing isn’t listed on their site 

Insight Squared 

Insight Squared provides sales teams with real-time visibility into their pipeline so they can close more deals. It also offers forecast and reporting features to help sales reps plan for the future and allows teams to identify risks and opportunities in time to change results.


  • Gives sales teams real-time visibility into their pipeline
  • Offers to forecast and report features
  • Helps sales teams track customer interactions
  • Automates repetitive tasks


  • Pricing is on the higher end compared to other options
  • Less automated than other competitors 
  • You can't build out custom charts

Pricing: No pricing is listed on their website 


Salesloft helps you arrange your tasks to help you set strategy, drive alignment, predictably generate revenue, and scale your sales organization. It allows you to gather insights quickly from each interaction in the buyer’s journey to replicate success and grow your company even faster. 


  • Orchestrates interactions through one platform
  • Activities are automatically synced to your CRM
  • Provides opportunity insights with pipeline health information


  • Can be difficult to manage teams on the software
  • The reporting platform isn’t as robust as some of the other options 

Pricing: You must request a quote for pricing 


6sense supports how your organization creates, manages, and converts pipelines to revenue through its revenue intelligence platform. It shares hidden buyer behavior, identifies accounts in-market, and drives the right action at the right time across every channel. 


  • Have more relevant conversations by personalizing campaigns and outreach
  • Get into deals earlier and close faster by focusing efforts on accounts that are ready to buy
  • Provides AI-based predictions
  • Aligns sales and marketing efforts to accelerate pipeline growth


  • Users site issues with inaccurate leads
  • Focused on US insights

Pricing: Pricing isn’t listed on their website 

ZoomInfo SalesOS

ZoomInfo SalesOS generates and analyzes interactions across communication channels, including your sales calls, email, phone outreach, and business website. 

It offers users a frequently refreshed database of insights, intelligence, and purchasing intent data about companies and contacts, identifies customers best suited for your product or service, and helps you understand their needs and challenges based on industry insights and intent data.


  • Provides tools for engagement and workflow
  • Offers seamless integration with Salesforce
  • Automates B2B contact data


  • Not all features are available on all subscriptions 
  • Some customers cite a lack of accuracy or complete data

Pricing: Pricing isn’t listed on their website

Choose the Best Revenue Intelligence Software

Whether you’re a sales team leader, a RevOps executive, or CIO, you’ll need to choose the right software that will help drive the business forward. Requesting a demo of any software you’re interested in will help you better understand what may work for you. 

For modern revenue teams, consider SetSail

Request a demo with SetSail.