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Best Revenue Operations & Intelligence (RO&I) Software in 2026
Teams use Revenue Operations & Intelligence (RO&I) software to organize revenue plans, examine pipeline information, project outcomes, assign territories and quotas, and identify deal risk. This list is for people comparing those functions before choosing a tool.
- 22 apps
- Research read 28 Sept 2026
- How the order is worked out
- 1
Salesforce Sales Cloud
by Salesforce Sales CloudFree plan ExtensionSales Cloud brings sales records, pipeline views and collaboration tools together, with a free tier and paid suites.
- 2
- 3
- 4
Pipemetry
Free trial APISelf-hostedWebPipemetry combines historical pipeline views with visible forecasting assumptions and multiple ways to provide data.
- 5
RevenueGrid
Free trial AndroidExtensioniPhone+4RevenueGrid combines interaction capture with CRM synchronization and sales intelligence features. Its listed plans start at $30 a month billed user/month, with no free plan.
- 6
Aviso AI
Paid AndroidiPhoneWebAviso brings forecasting, conversation intelligence, AI agents, and customer success capabilities into one platform.
- 7
Lative
Free trial WebLative combines planning, execution tracking, productivity analysis, and marketing intelligence in one web platform.
- 8
Quaeris Semantic Layer
Free trial APIWebQuaeris focuses on governance, lineage, and controlled access across analytics interfaces. Its paid plans differ by connections, model slots, audit retention, and support.
- 9
Querri
Free plan Web - 10
Workday Adaptive Planning
by Workday Adaptive PlanningFree trial AndroidAPIiPhone+3Workday Adaptive Planning brings budgeting, forecasting, analytics, and consolidation into a companywide planning platform.
- 11
Clari Copilot
Paid APIWebChoose Clari Copilot if your revenue team needs live sales call guidance and wants buyer signals connected to pipeline and forecasting workflows.
- 12
Revenue.io
Paid AndroidExtensioniPhone+1Revenue.io groups sales calling, engagement, coaching, and AI across three plans for Salesforce teams.
- 13
Fullcast Plan
Paid WebChoose Fullcast Plan if your organization needs territory and quota planning, scenario modeling, and revenue routing.
- 14
People.ai Forecasting
Paid APIWebBackstory brings deal context, activity capture and forecasting together for revenue leaders.
- 15
Salesloft
Paid AndroidAPIExtension+2Salesloft combines sales engagement, conversation insights, account-team products, and revenue-leader tools in one platform.
- 16
Revcast
Paid WebRevcast brings revenue planning, forecasting, and monitoring into one web platform, with CRM and Slack connections. Prospective customers need to request a demo for pricing information.
- 17
- 18
Gong Engage
Paid AndroidiPhoneWeb - 19
SalesChoice
Paid APIWebSalesChoice combines Salesforce-oriented forecasting and coaching with a separate employee sentiment product and custom AI services.
- 20
Oracle Sales Planning
Paid Web4.5 Visit site - 21
Salesforce Revenue Cloud
Paid WebRevenue Cloud provides two clearly separated paid plans for quoting and broader revenue lifecycle work.
- 22
Xactly Forecast
Paid Web
#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price
Compare free plans, paid starting prices, trial terms, and the functions you need. Confirm whether each product is available via browser, API, iOS, Android, an extension, or self-hosting. If you need to read or change code, check the licence.
Questions
Is there a free RO&I software plan?
A free plan is offered by items on this list. Querri lists a free plan; check the terms and included functions before relying on it.
Which tools list a free trial?
Pipemetry and Querri each show a 14-day trial. Trial availability and terms can differ, so check the product details before signing up.
What tasks can RO&I software support?
Typical comparison areas are revenue forecasting, pipeline analytics, territory planning, quota management, deal risk insights, and CRM data sync.
Can I use these tools without installing software?
Listed deployment choices range from web and API access to iOS, Android, extensions, and self-hosted setups. Check the option provided by the tool you are considering.