2026 EDITION THE B2B SALES BUYER’S GUIDE
Top revenue intelligence platforms for B2B sales.
Compare nine B2B sales platforms by features, pricing, CRM support, and the work they help your team do.
Which platforms fit your team?
Start with the features your team needs.
Small sales teamsAvoma offers call review and deal analysis with published pricing. Include the required base plan in your budget.
Read the Avoma review
ForecastingClari Forecast / Salesloft, Aviso, and Terret cover pipeline inspection and forecast reviews.
Explore forecast platforms
Activity captureBackstory and Revenue Grid capture activity and connect it to CRM accounts and opportunities.
Explore activity captureThese suggestions are based on published features. Each review includes limitations and links to the provider’s documentation.
Revenue intelligence platforms compared
Compare use cases, data sources, pricing, and plan limits.
| Platform | Shortlist for | Data it works with | Published pricing | Check before buying |
|---|---|---|---|---|
 GongRead the profile ↗ | Conversation evidence and coaching | Customer interactions + CRM context | Custom quotePer-user licenses + a platform feeOfficial pricing ↗ | Confirm the forecasting and coaching licenses in your quote. |
| Clari Forecast / SalesloftRead the profile ↗ | Forecast reviews connected to seller action | Historical deals + live rep activity | Custom quoteConfirm products, seats, and rollout scopeRequest pricing ↗ | Confirm which forecasting and engagement products are included. |
| AvisoRead the profile ↗ | Forecasting with broader deal guidance | Pipeline, relationships + conversations | Custom quoteProposal tailored to your use casesOfficial pricing ↗ | Validate predictions on your own historical deals. |
| TerretPreviously BoostUp ↗ | Forecast changes and pipeline inspection | Pipeline signals + deal movements | Request a quoteNo public list price on the reviewed pagesProduct & demo ↗ | Check the current package behind older BoostUp comparisons. |
| BackstoryFormerly People.ai ↗ | Activity coverage and account context | Emails, calls, meetings + CRM records | Custom quoteConnected people + answer consumptionOfficial pricing ↗ | Budget for connected people and consumption, not viewer seats. |
| Revenue GridRead the profile ↗ | Salesforce activity capture and deal guidance | Salesforce + email and calendar activity | $30 / user / monthCapture tier; Ultimate lists $149/user/monthOfficial pricing ↗ | The $30 capture tier is not the full forecasting package. |
| AvomaRead the profile ↗ | A smaller team evaluating calls and deal health | Recorded meetings + connected CRM deals | $29 add-on / seat / monthAnnual billing; paid base plan also requiredOfficial pricing ↗ | Budget for the base plan and each required add-on. |
 OutreachRead the profile ↗ | Sales engagement with pipeline and forecasting | Seller workflows, meetings + deal activity | Custom quoteLicenses + usage for AI workflowsOfficial pricing ↗ | Forecasting sits in the published Amplify Pro package. |
 Salesforce Revenue IntelligenceRead the profile ↗ | Analytics within an existing Salesforce setup | Sales Cloud data + CRM Analytics | $220 / user / monthUSD, billed annually; edition eligibility mattersOfficial pricing ↗ | Check existing entitlements before buying another license. |
USD prices checked October 4, 2026. These are different scopes, not equivalent bundles. Filters suggest evaluation starting points, not an exhaustive feature matrix. Every profile stays available below.
What is revenue intelligence?
Revenue intelligence combines sales activity and deal data to help teams review pipeline health, coach reps, and forecast revenue.
Sales intelligence
Contact data, company information, and prospecting signals for finding the right accounts and buyers.
Conversation intelligence
Call recordings, transcripts, and coaching tools for understanding and improving sales conversations.
Revenue intelligence
Activity and conversation data connected to opportunities, pipeline risk, and forecasts.
Check what your CRM already includes. For outbound prospecting, prioritize contact coverage, freshness, and enrichment quality.
Platform reviews
What each platform offers, what it costs, and what to check in a demo.
Conversation intelligence01Gong
Conversation evidence and coaching
Gong combines customer conversation data with CRM records for coaching, deal reviews, and forecasting. Pricing depends on which applications you buy.
Features and limitations
- Key features
- Gong captures interactions for coaching and pipeline analysis. Integrations include two-way Salesforce sync and meeting tools.
- What to check
- Pricing combines user licenses with a platform fee. Forecast Essentials and the full Forecast offering have different scope; ask for a line-by-line proposal instead of assuming the conversation package includes everything.
ASK IN THE DEMOBring a slipped deal. Ask the platform to show the conversation behind the risk, the next action, and the manager’s coaching workflow.
Forecasting02Clari Forecast / Salesloft
Forecast reviews connected to seller action
Clari Forecast uses deal history and rep activity to support forecast reviews. Clari and Salesloft now operate as Salesloft, while Clari Forecast keeps its product name.
Features and limitations
- Key features
- The forecasting product combines historical deal data with current activity to highlight risk and connect it to seller actions. The wider platform includes engagement, deal management, and conversation intelligence.
- What to check
- Have the proposal identify the exact forecast, engagement, and conversation products, along with deployment dependencies. Test your territory hierarchy, renewals, and reporting cadence rather than relying on a generic forecast demo.
ASK IN THE DEMOChange an opportunity’s close date. Follow the effect on the rep’s forecast, the manager’s view, and the action assigned to the seller.
Forecasting03Aviso
Forecasting with broader deal guidance
Aviso combines forecasting, pipeline inspection, relationship data, and conversation analysis. Teams can review the forecast and the deals behind it in the same platform.
Features and limitations
- Key features
- The platform describes forecasting at different cadences, pipeline risk inspection, coaching, and guided deal actions. Check whether these features overlap with tools you already use.
- What to check
- Test forecasts against your own historical results. Use a fixed prediction date and exclude information that arrived afterward. Pricing requires a proposal.
ASK IN THE DEMOAsk for a forecast at a fixed point in a past quarter, its supporting evidence, and the deals that account for the gap against actual bookings.
Forecasting04Terret
Previously BoostUp
Forecast changes and pipeline inspection
Terret helps teams inspect pipeline changes and explain forecast movements. Its product pages also list conversation intelligence.
Features and limitations
- Key features
- The current product page describes variance explanations, risk assessments, and executive summaries. Conversation intelligence is also listed in the product family.
- What to check
- Ask which features are available in your package and how historical data is imported. We did not find a public list price on the reviewed pages.
ASK IN THE DEMOCompare two weekly forecast snapshots. Ask for the deal-level causes of the change and confirm that the source records support the explanation.
Activity capture05Backstory
Formerly People.ai
Activity coverage and account context
Backstory captures emails, calls, and meetings and matches them to CRM accounts and opportunities. Teams can use that data to review pipeline health and account activity.
Features and limitations
- Key features
- Its capture and matching layer brings customer activity into account and opportunity context. The platform supports questions about pipeline health, qualification, and account strategy.
- What to check
- Current pricing depends on people whose activity is connected and the answers consumed. Viewers are treated differently. Request an example bill for your anticipated usage and test matching on accounts with several simultaneous opportunities.
ASK IN THE DEMOUse an account with duplicate contacts and two open deals. Check which emails and meetings attach to each opportunity and how the team fixes a mismatch.
Activity capture06Revenue Grid
Salesforce activity capture and deal guidance
Revenue Grid syncs email and calendar activity with Salesforce. Higher tiers add pipeline inspection, forecasting, and deal guidance.
Features and limitations
- Key features
- Activity Capture 360 lists email and calendar synchronization, historical sync, and native activity reporting. Ultimate adds forecasting, pipeline inspection, team analytics, and deal guidance.
- What to check
- The published tiers are $30 for Activity Capture 360, $49 for Knowledge Capture, and $149 for Ultimate per user per month. Confirm billing terms and seat commitments. Implementation and some ongoing services can add fees.
ASK IN THE DEMOCheck an email and a rescheduled meeting end to end. Then ask the vendor to demonstrate the forecast in the exact tier being quoted.
Conversation intelligence07Avoma
A smaller team evaluating calls and deal health
Avoma combines meeting analysis with paid add-ons for coaching and revenue intelligence. It publishes per-seat pricing and offers a 14-day trial.
Features and limitations
- Key features
- Revenue intelligence covers pipeline reviews, deal risk, methodology tracking, forecasting, and win-loss analysis. The help center documents CRM field mapping and forecast workflows.
- What to check
- Revenue Intelligence is a $29/seat/month add-on on annual billing, or $35 on monthly billing, on top of a paid base plan. Conversation Intelligence is a separate add-on. Confirm CRM support specifically for revenue features, not just saving meeting notes.
ASK IN THE DEMOUse the 14-day trial to review a live deal, inspect the risk evidence, and verify the CRM fields your managers need to update.
Sales execution08Outreach
Sales engagement with pipeline and forecasting
Outreach combines sales engagement, conversation analysis, and deal management. Forecasting is included in the published Amplify Pro package.
Features and limitations
- Key features
- The published packages combine engagement, conversation insights, and deal management in different configurations. Amplify Pro adds forecast rollups, trends, scenario planning, and forecast configuration.
- What to check
- Pricing combines licenses and usage. Ask about credit costs, connectors, and services, and confirm that your package includes forecasting.
ASK IN THE DEMOFollow a deal risk into a rep’s next task, then test a forecast scenario and inspect the usage it consumes.
Forecasting09Salesforce Revenue Intelligence
Analytics within an existing Salesforce setup
Salesforce Revenue Intelligence adds opportunity scoring, revenue dashboards, and forecasting within Sales Cloud. Check your existing licenses for overlapping features.
Features and limitations
- Key features
- The published feature set includes opportunity scoring, predictive and collaborative forecasting, revenue dashboards, and CRM Analytics capabilities.
- What to check
- The US page lists $220/user/month billed annually, or $250 with Tableau. Confirm the required underlying edition and what you already own. The pricing FAQ says Revenue Intelligence trial licenses are unavailable; a Sales Cloud trial is a different offer.
ASK IN THE DEMOBring your account hierarchy and a dashboard request. Ask an admin to show the configuration effort and verify exactly which licenses are required.
Compare the full cost
Include seats, required plans, usage, and setup in every proposal.
Feature tiers
Revenue Grid lists $30/user/month for capture and $149 for Ultimate. Check which tier includes the forecasting features you need.[15]
Required plans
Avoma’s Revenue Intelligence add-on requires a paid meeting plan. Coaching can be another add-on.[16]
Estimate your first year
Replace the example with your quote. Include required plans and add-ons in the seat price, using monthly equivalents for annual licenses.
- Annual recurring cost
- $12,000.00
- One-time setup
- $0.00
12 × (seats × monthly seat price + monthly usage) + annual fees + one-time setup.
Estimate before taxes and internal staff time. Use contracted seat minimums and usage commitments.
For different seat rates, use a weighted average or calculate each group separately. Include required connectors, security, and support fees; confirm renewal terms in the proposal.
How to evaluate a platform
Use the same CRM data and sales scenarios in every demo.
CRM and activity coverage
Compare synced emails, meetings, contacts, and opportunities with the source records. Check missing activity, incorrect matches, custom fields, and sync delays.
Deal risk and coaching
Open the source behind each alert. Have a manager check whether it points to a useful next step. Track false alarms during the trial.
Forecasting
Test your territories, currencies, renewals, and expansions. Compare each forecast with actual results using the same forecast date.
Daily use
Run your usual pipeline meeting. Record preparation time and repeated data entry. Decide who will manage setup and support.
Data access and controls
Check recording controls, permissions, retention, deletion, exports, and data processing locations for the plan you are buying.
Pricing
Request an itemized quote covering seats, base plans, add-ons, usage limits, setup, support, and renewal terms.
Test it with your sales team
Choose two or three platforms. Test the same deals with the reps, managers, and operations staff who will use them.
Agree on what you want to measure before the trial, such as data coverage, review time, or forecast error.
Build a simple sales forecast baseline ↗- 1
Pick one task
Choose forecast review, deal inspection, or coaching. Record your current forecast error, meeting preparation time, or another measure you can compare after the trial.
- 2
Use your own deals
Include won, lost, and stalled deals. Involve a seller, a manager, and an operations owner. Check that captured activity matches the source records.
- 3
Run a trial
Two to four weeks can help you assess usability and data coverage. Measure win rate and forecast accuracy over a full sales cycle before drawing conclusions.
- 4
Compare results and costs
Review the trial results and complete quotes. Choose an implementation owner, document field mappings, and decide which existing tools you can replace.
Your sales platform handles deal inspection and forecasting. This desktop dashboard is for checking supported business metrics; the platforms above are not listed as native connections. Explore the revenue dashboard and supported sources ↗
Common questions
What are the top revenue intelligence platforms for B2B sales?
Our shortlist includes Gong, Clari Forecast / Salesloft, Aviso, Terret, Backstory, Revenue Grid, Avoma, Outreach, and Salesforce Revenue Intelligence. Start with your primary workflow: coaching, forecasting, activity capture, or sales execution. The recommendations are based on the official sources linked in each review.
What is the difference between revenue intelligence and sales intelligence?
Revenue intelligence helps teams inspect active deals, understand pipeline risk, coach sellers, and forecast outcomes. Sales intelligence tools for B2B contact data focus on finding accounts and people, enriching records, and supporting outbound prospecting. Some platforms span both categories, but contact coverage and forecasting need different evaluation criteria.
Does revenue intelligence replace a CRM?
It usually works with your CRM. You continue managing accounts and opportunities in the CRM, while the revenue intelligence platform captures and analyzes sales activity. Some CRM plans already include capture, scoring, and forecasting.
How much do revenue intelligence platforms cost?
Many require a custom proposal. Compare total cost for the same scope: user licenses, platform fees, required base plans, consumption, and implementation. Revenue Grid lists $30/user/month for capture and $149 for Ultimate. Avoma lists a $29/seat/month annual Revenue Intelligence add-on plus a paid base plan. Salesforce lists $220/user/month billed annually. Those prices cover different products and are not equivalent packages.[15][16][19]
Which option should a small B2B sales team evaluate first?
Start by testing what your existing CRM can already do. If call review and deal visibility are still a problem, Avoma offers published modular pricing and a 14-day trial. Include its base plan and required add-ons in the budget. A small team with complex, high-value deals may still need a more extensive forecast evaluation.[16]
Are Clari and Salesloft still separate platforms?
They now operate as Salesloft. Clari Forecast keeps its product name. Ask which forecasting, engagement, and conversation products your quote includes.[5]
Which integrations should we check before choosing a platform?
Check your exact CRM edition and objects, mailbox and calendar, meeting recorder, dialer, and reporting tools. Test read and write permissions, historical imports, duplicate handling, and update delays. A listed CRM integration may support meeting notes without supporting the full forecasting workflow you need.
Is a revenue dashboard the same as revenue intelligence?
A dashboard displays selected measures such as payments, sales, or recurring revenue. Revenue intelligence adds deal-level evidence, coaching, and forecast workflows. Use a dashboard for a daily check-in and an appropriate sales platform for pipeline analysis; keep booked revenue, collected cash, and recurring revenue definitions separate.
Sources & review notes
Reviewed October 4, 2026. We reviewed official product pages, documentation, and pricing for forecasting, call coaching, activity capture, and sales execution. The numbers identify the platforms and do not rank their performance.
Prices are in USD. “Custom quote” means we did not find a comparable public price. This comparison is based on published information; we have not tested the platforms or verified their forecast accuracy claims. Plans and prices can change.
This guide is published by TinyKPI, a desktop app for checking selected business metrics. It is shown separately because it does not provide deal inspection or sales forecasting.
View the 19 sources
- Gong · platform and integrations ↗
- Gong · license and platform pricing ↗
- Gong · plans and seats ↗
- Salesloft · Clari Forecast ↗
- Salesloft · what changed for Clari ↗
- Salesloft · request a proposal ↗
- Aviso · revenue platform ↗
- Aviso · custom pricing ↗
- Terret · forecasting capabilities ↗
- Terret · product overview and demo ↗
- Terret · the change from BoostUp ↗
- Backstory · activity capture and matching ↗
- Backstory · formerly People.ai ↗
- Backstory · connected people and consumption pricing ↗
- Revenue Grid · plans, features, and services ↗
- Avoma · base plans and revenue add-ons ↗
- Avoma · revenue intelligence documentation ↗
- Outreach · packages and usage pricing ↗
- Salesforce · Revenue Intelligence editions and pricing ↗