Best Revenue Operations Software for Nonprofit

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

D&B Hoovers can help you create a more profitable relationship from prospect to client faster. Find key prospects and growth opportunities. D&B Hoovers, a sales acceleration solution, provides a faster path to prospect to profitable relationship through the use of data and analytics. B2B sales professionals can connect with customers faster to grow their businesses. Access detailed intelligence on over 120 million business records. Provide insight and intelligence into the tools that your marketers and sellers use every day. A user-friendly interface and automated workflow features, including triggers, alerts and smart lists, as well as intuitive search and conceptual search. D&B Hoovers combines Dun & Bradstreet's largest commercial database with sophisticated analytics to provide a rich sales intelligence solution. D&B Hoovers provides dynamic search and list-building capabilities as well as realtime trigger alerts, detailed company profiles and valuable research reports.

Your prospects and sales team will benefit from a guided selling journey. Each module of the Zebra platform is part of a larger strategy that guides your team to the prospects or customers where your solution offers the greatest value. Zebra Scoring is a unique method to identify potential opportunities early and throughout the sales process. Do you have a measurable prioritization process that determines which resources are needed, such as solution and demonstration specialists, access to R&D, and executive management? Are your VoC's able to quantify and organize all the ways your solution creates value. Guided selling allows reps to understand and talk about strategic deals like they have closed them. How often do you use a business case? Is it inclusive of total cost of ownership and ROI calculated based on your VOC? Create a business case together with prospects in Zebra. Buyers and sellers are guided through the creation of a mutually agreed upon business plan.

Systems fail as companies grow. Each team creates their own process, data becomes siloed and efficiency suffers. Operations teams must be central to growth in order to grow better. Operations Hub provides a unified toolkit that connects apps, cleans customer records, and automates business processes through a single CRM platform. The result? The result? A business that is efficient, aligned and adaptable, which delivers a frictionless customer experience. This package is simple and straightforward. It synchronizes your apps and data. Bidirectional sync, custom field mappings and filtering are all available so that all your teams can stay in sync. Eliminate time-consuming data cleanup. Automated automations allow you to automatically fix format names and date properties. HubSpot gives you the freedom to store and customize your data.

Gong is a robust AI-powered revenue platform that enables businesses to centralize their revenue workflows and optimize engagement strategies. It integrates with existing CRMs, providing in-depth customer insights, accurate forecasting, and improved sales execution. Gong's platform supports teams by offering data-driven intelligence on customer interactions, eliminating redundant tasks, and improving productivity. With Gong’s tools like Gong AI and Gong Data Engine, companies can streamline operations, enhance sales coaching, and drive business outcomes more effectively.

The backbone of revenue management lies within a central nervous system that ensures no revenue signal goes unnoticed. By delivering the appropriate data to the right individuals at the precise moment and location they require it, you empower them to excel in their roles. It is crucial to stay informed about significant developments, whether it's tracking leads, closing deals, or handling cases. Provide your team with the necessary insights and direct them towards the most effective actions. Integrate your workflow with platforms you already use, such as Slack and MS Teams, allowing seamless search, access, and editing of your CRM. Understand critical metrics, monitor team activities, and step in to provide coaching as needed, while also measuring performance and assessing the impact of vital initiatives. Troops alerts you instantly about events that could significantly influence revenue, simplifying the process for teams to identify and execute the right actions promptly, regardless of the device in use, enabling peak performance. Furthermore, Troops streamlines routine tasks for customer-facing teams, allowing them to allocate more time to engage with customers and prospects, ultimately driving higher satisfaction and success through enhanced focus on relationship-building.

A Revenue Operations Platform that increases revenue results. Automated CRM updates Check. Time series analysis? Check. Clari offers more than just innovative features. Clari solves the real problem by combining revenue intelligence, forecasting, and execution insights. It is efficient and predictable in hitting your targets every quarter. Clari's Revenue Operations Platform is purpose-built to increase revenue predictability. It takes previously untapped data, such as call logs, CRM, email, and CRM, and turns it into execution insights that you can use for your entire revenue team. Clari combines AI insights with human intuition to enable your team to forecast with greater accuracy and foresight. It uses a consistent, automated process that can be used to manage all businesses in your company. You can collect valuable activity data from prospects, customers, and reps so you are always up to date on what's happening in your deals, in your business, and with your team.

Gain a clear understanding of the factors that contribute to your team's achievements. By tracking the journey from lead to opportunity and from cross-sell to renewal, over 10,000 businesses have effectively minimized risk, opened new avenues for growth, and accelerated their revenue streams. Effortlessly synchronize deal activities and engagement metrics to gain a comprehensive view of your sales process. It's crucial to recognize that activity data serves as the primary predictor of sales performance. Our system automates, integrates, and logs all team activities directly into your CRM. Uncover the specific actions your sales representatives have taken, identify any missed steps, and analyze how prospects have reacted, enabling you to achieve more reliable and predictable outcomes. Gaining insights into the distinctive practices of your top performers has never been simpler. Record, transcribe, and scrutinize every customer interaction throughout the sales process. Collect valuable transcripts, key phrases, trends, and talk durations. By merging conversation analytics with extensive activity tracking and advanced machine learning, you can enhance every aspect of your organization, including forecasts, reporting, product development strategies, and much more, ultimately driving sustained success. This thorough approach ensures you are well-equipped to adapt to changing market conditions and elevate your team’s performance continuously.

Corefactors AI CRM, a RevOps-enabled CRM, is designed to help businesses break down silos and automate revenue operations. This includes sales, marketing, support, and success. Key features include lead management, Inbuilt cloud telephone, Marketing Automation across multiple channels and Pipeline Management, Robust ticketing system, Task Management, and AI Powered alert/triggers. These features will help you make informed decisions and grow faster. Sales Box is a cloud-based RevOps-enabled sales CRM that uses AI. It was designed to automate sales processes for businesses. You can now manage leads effortlessly and efficiently at scale, without missing any opportunities. Powerful dashboards that use AI-based predictive lead scoring to help sales teams prioritize and predict future sales.

Enhance your sales effectiveness while reducing expenditures with an all-encompassing RevOps platform that offers conversation guidance, sales engagement, and live call insights and analytics instantly. Revenue.io equips high-achieving teams with immediate guidance and revenue intelligence, which helps clients like HPE, Fidelity Investments, and Amazon Business achieve consistent outcomes and streamline their entire revenue operations. By identifying and promoting the most effective strategies, Revenue.io empowers its numerous users to refine their revenue processes and elevate their leading performers through Revenue Science. While some platforms may provide insights, others merely offer the necessary tools for implementation; we excel in both areas, enabling you to optimize revenue performance on the fly. Say goodbye to juggling multiple tools, managing disorganized data, or squandering resources on underutilized technology. With Revenue.io, you gain access to a comprehensive AI-driven RevOps platform that ensures real-time guidance precisely when you need it most, which ultimately accelerates growth and boosts productivity.

CRM Analytics from Salesforce is a robust analytics platform designed to help businesses leverage their data to drive better outcomes. By combining AI-powered predictions with data insights, CRM Analytics enables businesses to quickly uncover actionable intelligence and make decisions faster. The platform offers customizable dashboards and key performance indicators (KPIs) tailored to different industries and roles, ensuring that businesses get valuable insights without needing to rely on complex data models. Integration with over 50 external data connectors allows businesses to get a complete view of their customer data, enhancing sales, service, and marketing strategies. CRM Analytics also automates repetitive tasks, streamlining operations and providing a more personalized experience for both employees and customers. With its ability to auto-scale and support billions of rows of data, the platform is built to grow with enterprises, offering secure, governed insights directly within the Salesforce workflow.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

Unlock the full capabilities of your sales and marketing strategy by leveraging actionable insights that can enhance pipeline generation and influence the success of in-quarter deals. People.ai consolidates all revenue-related activity data while enriching each account and opportunity with cutting-edge insights that not only expedite the creation of high-quality pipelines but also enhance the execution of every transaction. Maintain a clear connection with all aspects of account engagement, ensuring that your entire team is aware of who is interacting and identifying opportunities for pipeline acceleration and expansion. Gain a comprehensive understanding of how every individual and action impacts the evolution of a deal, allowing you to offer practical recommendations aimed at boosting representative performance. Our innovative data platform dismantles data silos and employs patented AI technology to draw connections between buyer engagement and seller effectiveness, delivering insights that enhance the intelligence of your entire Revenue Engine. By integrating these insights, you can make informed decisions that drive better results and foster continuous improvement across your sales initiatives.

DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts: Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators. Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place. Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence. DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant. Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

RevOptics uniquely integrates marketing and sales data through comprehensive analytics, enabling businesses to understand which marketing strategies positively influence revenue and which do not, along with actionable next steps. By highlighting immediate priorities that can yield results in the short term—be it this week, this month, or this quarter—RevOptics simplifies the decision-making process. Unlike traditional tools such as spreadsheets and pivot tables, which merely track campaign performance, RevOptics Automated Analytics delves deeper to uncover the reasons behind revenue impacts and suggests effective strategies to enhance the buyer's journey through the sales funnel. With a setup that can be completed in just hours and real-time reporting to eliminate the confusion associated with spreadsheets, RevOptics streamlines operations significantly. Additionally, its machine learning capabilities identify data issues like missing entries, anomalies, or inaccuracies, ensuring that users have reliable insights at their fingertips. This comprehensive approach empowers organizations to make informed decisions swiftly and effectively.

Accelerate your sales process with the top-tier quote-to-cash solution tailored for SaaS startups. Enable your customers to complete their purchases, sign agreements, and make payments effortlessly in a single, unified step while monitoring all essential metrics from a centralized dashboard. Replace cumbersome spreadsheets and traditional sales methods to focus on what truly matters: increasing sales and boosting revenue. Offer a customer experience akin to B2C transactions, positioning your software as the simplest option for clients to acquire. By keeping all critical revenue information consolidated, you can enhance your decision-making and propel your business forward. This streamlined approach not only simplifies transactions but also empowers you to capitalize on emerging opportunities more effectively.

Lative serves as a comprehensive platform for revenue planning, strategic development, and execution monitoring, designed to facilitate profitable and efficient growth. By integrating overarching targets and strategies with grassroots operational data, you can enhance investment decisions and meet your objectives more effectively. Real-time calculations of sales productivity and return on investment empower you to make informed choices that drive growth. The platform aligns your high-level revenue strategies with detailed operational insights, resulting in a unified and thorough perspective on your sales organization. It also enables you to pinpoint gaps as they arise and leverage AI to explore various what-if scenarios, ensuring you meet your sales goals. The solution promises rapid value realization through effortless connectivity and integration. With the ability to aggregate data from over 150 different sources, it delivers a single, reliable source of truth. Moreover, it offers precise and immediate revenue insights, enabling agile decision-making that adapts to the constantly changing landscape of your business, ensuring sustained success and adaptability in your growth strategy.

Drive a pipeline utilizing more than ten sources of intent data, combined with AI and automation, to enhance prospecting, personalization, and engagement within a single cohesive workflow. Unify serves as a comprehensive platform that significantly boosts the productivity and creativity of revenue teams by automating various go-to-market strategies. By integrating over ten intent data sources, advanced artificial intelligence, and seamless automation, it simplifies the processes of prospecting, personalization, and engagement. Among its standout features are "Plays," which allow for automated workflows that implement repeatable strategies, "Signals" that detect real-time buying intent, and "Sequences" that facilitate personalized outreach across multiple channels. The platform's AI capabilities not only aid in lead research but also in developing tailored messaging on a larger scale, while its managed deliverability guarantees effective communication. With a reputation bolstered by high-growth organizations such as Justworks, Lattice, and OpenPhone, Unify is dedicated to empowering sales, marketing, and growth teams to reach new heights. This innovative solution positions itself as an indispensable tool in the modern marketing landscape.

Openprise is an all-in-one, no-code solution designed to automate a multitude of sales and marketing tasks, ensuring you gain the full value from your RevTech investments. Instead of piecing together a complicated web of various point solutions that can create an unmanageable "Frankenstein architecture," or outsourcing the problem and risking lower quality and service level agreements with unmotivated workers, you can leverage Openprise. This platform incorporates essential business rules, best practices, and data to seamlessly manage numerous tasks such as data cleansing, account scoring, lead routing, and attribution among others. By utilizing pristine data, Openprise takes over all the manual or inefficient processes often handled by sales and marketing automation platforms, including lead routing and attribution, thereby streamlining your operations. Ultimately, this leads to increased efficiency and better outcomes for your marketing and sales efforts.

Aviso boasts more than six years of experience in predictive AI modeling, validated by its success with Fortune 500 companies and fast-growing business leaders. With an impressive accuracy rate exceeding 98%, Aviso’s predictive forecasting adapts seamlessly to both new and renewal business models while offering extensive customization for enterprises. The platform’s unified forecasting integrates human insights with advanced AI analytics, providing the most comprehensive global roll-up forecasting available, enabling sales representatives, managers, and VPs of Sales to concentrate on future opportunities and encourage prompt team actions. Notably, Aviso stands out as the sole solution capable of accurately predicting run rate business. Additionally, users can gain insights into all deals marked in and out of the forecast through Deal Level Forecasting, allowing for a robust audit trail of the judgments made across various management levels, including roles, deal values, and CRM inputs. This functionality facilitates the immediate identification of discrepancies and fosters resolution of any disagreements among sales team members regarding deal statuses in the forecast. Ultimately, Aviso empowers organizations to enhance their forecasting accuracy and sales strategies effectively.

Don't underestimate the importance of your data; leverage Revenue Operations Intelligence to boost your revenue stream and enhance customer acquisition through Vertify. Seamlessly link your revenue platforms with fully automated solutions that require no coding, ensuring real-time data connectivity. With access to over 170 million B2B ideal customer contacts, you can optimize your inbound leads through improved webform strategies. Additionally, automatically cleanse your B2B contact data and eliminate the need for cumbersome spreadsheets by adopting automated impact reports. This approach not only helps you retain more clients but also allows for more precise targeting, ultimately accelerating your time to revenue. Relying on multiple revenue applications for reporting hinders your view of the overall situation, which can stifle productivity and financial growth. Vertify RevConnect offers a no-code solution that effortlessly integrates various systems, granting you complete oversight of data standardization and flow. By fostering alignment among teams, you can collaboratively pinpoint the best opportunities for driving quicker revenue through intelligent marketing and focused sales efforts. Embrace this holistic view to enhance your strategy and maximize your potential.

Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. Go-to-market teams struggle to align and execute on their plans. We make it easy. Working with go-to-market data can be incredibly difficult. Fullcast opens a world of opportunity for marketing, sales, strategy, operations and customer success teams by creating a foundation of accurate data and real-time insights. With our unique expertise in go-to-market planning and execution, we help B2B companies everywhere realize their full potential.

Accelerate your growth by leveraging Salesforce Revenue Cloud, where every aspect of your business connects seamlessly from any location on one unified platform. Achieve comprehensive visibility throughout the entire purchasing journey effortlessly with the most robust revenue management solution available. Move past traditional quote-to-cash processes by integrating invoicing within minutes, ensuring you have all the essential tools to expand using the leading CRM in the industry. Enhance your customers' buying experience, making it quicker, simpler, and more insightful. Propel your innovations to market at an expedited pace while utilizing subscription and consumption-based pricing models. Experience rapid scaling by integrating your ERP systems and harnessing real-time analytics, all driven through automation for maximum efficiency. This holistic approach will not only streamline operations but also position your business for sustained success.