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Lative
What Lative is
Lative is a web platform for go-to-market planning and decision intelligence, linking marketing intelligence with sales execution. It is aimed at CROs, RevOps teams, and Finance teams. The Planning module uses live capacity models for short- and long-term plans, including what-if scenarios. Teams can view quota attainment, pipeline health, and coverage against plan together. Productivity views track revenue per representative, ramp times, tenure performance, and pipeline contribution across team, territory, product, individual, segment, and opportunity-type dimensions. Marketing Intelligence connects campaigns, attribution signals, and pipeline interactions to revenue. Lative says its Agentic AI creates executive summaries from go-to-market data. The service supports more than 150 data sources, with native Salesforce Sales Cloud and HubSpot connections plus HRIS, finance, and warehouse connections such as Snowflake. Starter costs $5,000 a year for up to 20 quota-bearing representatives; Growth costs $10,000 a year for 21 to 150 representatives; Enterprise uses custom pricing.
Who it suits
Lative suits CRO, RevOps, and Finance teams planning capacity, quotas, headcount, and scenarios. It is also intended for organizations needing CRM, marketing, finance, HRIS, or warehouse data connections.
What it does well
- Live capacity models support scenario planning
- Tracks quota, pipeline, and plan coverage together
- Supports 150+ data sources
- Native Salesforce and HubSpot connections
- Agentic AI creates executive summaries
What to know first
- No free plan
- Pricing is on request
- Additional CRM instances incur fees
- Salesforce AppExchange trial limited to Salesforce.com customers
Limits
There is no free plan. Starter covers up to 20 quota-bearing reps, Growth covers 21 to 150, and Enterprise is for 151 or more with custom pricing; extra connected CRM instances incur additional fees.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Growth | Starting /year · For scaling organisations · 21 to 150 reps · everything in Starter plus multi-CRM support, priority access, execution tracking, pipeline management and targets | $10,000 a year |
| Starter | Starting /year · For startups · up to 20 quota-bearing reps · sales planning, capacity and quota modeling, headcount management, simulations, productivity and efficiency insights, ramp time insights | $5,000 a year |
| Enterprise | Starting Custom Pricing · For large organisations · 151 or more reps · custom configuration · dedicated support · flexible planning · account management and targets | On request |
As lative.ai lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Open https://lative.ai/ in a web browser
- Request pricing from Lative
- Choose a plan based on quota-bearing rep count
- Connect Salesforce Sales Cloud, HubSpot, or other supported data sources
- For Salesforce, allow about 30 minutes for onboarding and approximately 20 minutes for AppExchange installation
- Use the Salesforce AppExchange trial if you are a Salesforce.com customer
Verdict
Lative combines planning, execution tracking, productivity analysis, and marketing intelligence in one web platform. Its paid plans are structured by representative count, with custom pricing for larger organizations.
Questions
Does Lative have a free plan?
No. Lative is paid, and pricing is on request.
Is a free trial available?
Yes, but the Salesforce AppExchange trial is available only to Salesforce.com customers.
Which platforms does Lative support?
Lative is available on the web.
Which integrations are supported?
It supports more than 150 data sources, including native Salesforce Sales Cloud and HubSpot connections, plus HRIS, finance platforms, and data warehouses such as Snowflake.
How much do the listed plans cost?
Starter costs $5,000 a year. Growth costs $10,000 a year. Enterprise uses custom pricing.
Does Lative sync CRM data?
Yes. CRM data sync is supported, and additional fees apply for each extra connected CRM instance.
Facts from Lative's own pages
- Additional instance fees
- The pricing FAQ says additional fees apply for each extra connected CRM instance. · lative.ai, 4 Oct 2026
- AI feature
- The product page says Agentic AI generates executive summaries from go-to-market data. · lative.ai, 4 Oct 2026
- Audience
- The platform is built for CROs, RevOps teams, and Finance teams. · lative.ai, 4 Oct 2026
- Execution tracking
- Lative tracks quota attainment, pipeline health, and coverage against plan in one view. · lative.ai, 4 Oct 2026
- Headquarters
- The company lists an address in San Francisco, California, United States. · lative.ai, 4 Oct 2026
- Integrations
- Lative says it supports 150+ data sources, with native connections to Salesforce Sales Cloud and HubSpot and connections to HRIS, finance platforms, and data warehouses including Snowflake. · lative.ai, 4 Oct 2026
- Marketing intelligence
- Its Marketing Intelligence module connects campaigns, attribution signals, and pipeline interactions to revenue. · lative.ai, 4 Oct 2026
- Planning
- Its Planning module uses live capacity models and supports short- and long-term plans and what-if scenarios. · lative.ai, 4 Oct 2026
- Product
- Lative describes itself as an AI-native go-to-market planning and decision intelligence platform connecting marketing intelligence to sales execution. · lative.ai, 4 Oct 2026
- Productivity insights
- The platform tracks revenue per rep, ramp times, tenure performance, and pipeline contribution across dimensions. · lative.ai, 4 Oct 2026
- Salesforce setup
- The pricing page says Salesforce Sales Cloud onboarding takes around 30 minutes and AppExchange installation can take approximately 20 minutes. · lative.ai, 4 Oct 2026
- Security
- Lative says it stores operational data only, not CRM records or customer personally identifiable information, and directs customers to its team for detailed security documentation or compliance requirements. · lative.ai, 4 Oct 2026
- Trial limitation
- The pricing page says a free trial from Salesforce AppExchange is available for Salesforce.com customers only. · lative.ai, 4 Oct 2026
Where Lative stands on Freedom251
- Quota Management Software#5 of 25
- Revenue Operations & Intelligence (RO&I) Software#7 of 22
- Revenue Planning Software#9 of 26
- Sales Capacity Planning Software#11 of 18