17.9
IBM Planning Analytics is a planning and analytics platform for budgeting, forecasting, and unified business planning.
iOSWebAPI
Best Revenue Operations & Intelligence (RO&I) Software in 2026
Revenue Operations & Intelligence (RO&I) tools support sales-capacity planning, revenue forecasts, pipeline reviews, quota setting and territory oversight. They may also surface deal risk and synchronize CRM records. Compare the features you need, pricing, free plans or trials, and platform access. For mobile work, look for Android support, while category platforms also cover web, API, iOS, browser extensions and…
27.5
Workday Adaptive Planning supports companywide budgeting, forecasting, financial planning, and analytics.
AndroidiOSWeb
37.4
RevenueGrid is a revenue intelligence platform that captures customer interactions and syncs them with a CRM.
AndroidiOSWeb
- 4
Salesforce Sales Cloud
Salesforce Sales Cloud is a CRM for managing sales activity through a browser extension and mobile app.
Free planExtension7.4From $25 a month - 5
Salesloft
Salesloft describes its product as a predictive revenue system that turns signals across a company's revenue stack into prioritized actions for revenue teams.
AndroidiOSWebAPI7.0 - 6
Revcast
Revcast is a web-based revenue planning and forecasting platform for fast-growing B2B SaaS companies.
Web6.7From $7,000 a year - 7
Anaplan
Anaplan is an AI-driven scenario planning and analysis platform designed to support business decision-making.
AndroidiOSWebAPI6.5 - 8
Lative
Lative is a web-based go-to-market planning and decision intelligence platform that connects marketing intelligence with sales execution.
Web6.3From $5,000 a year - 9
Pipemetry
Pipemetry is revenue forecasting and sales pipeline analytics software for SMB and lower-mid-market RevOps teams.
WebAPISelf-hosted6.3From $29 a month - 10
Quaeris Semantic Layer
WebAPI6.3From $1,000 a month - 11
Revenue.io
Revenue.io is a Salesforce-native revenue platform that combines dialing, sales engagement, conversation intelligence, real-time coaching, and AI.
AndroidiOSWebExtension6.3 - 12
Aviso AI
Aviso AI is an agentic AI platform for go-to-market teams, including sales, marketing, and customer success.
AndroidiOSWeb6.1 - 13
SAP Commerce Cloud
WebAPI6.1 - 14
SalesChoice
SalesChoice offers Salesforce sales forecasting, employee sentiment feedback, and custom AI services.
WebAPI6.0 - 15
Clari Copilot
Clari Copilot is conversation intelligence software for revenue teams and sales reps.
WebAPI5.8 - 16
Gong Engage
AndroidiOSWeb5.7 - 175.7From $150 a month
- 18
Fullcast Plan
Fullcast Plan is a web-based revenue platform for territory, quota, and scenario planning.
Web5.6 - 19
People.ai Forecasting
People.ai Forecasting is now Backstory, with the same product and team under the new company identity.
WebAPI5.5 - 205.0
- 214.9
- 22
Querri
Web4.7
Choosing well
Match the forecasting work
Revenue forecasting is a core comparison point for RO&I tools. Check whether the product fits your planning process and whether its pricing is clear or provided on request.
Anaplan, IBM Planning Analytics and Oracle Sales Planning are examples of products in this category.
Review pipeline and deal risk
Use pipeline analytics and deal-risk signals to assess opportunities ahead of a forecast review. Choose the mix that fits your team’s deal-review process.
Clari Copilot, Aviso and Lative are listed as paid products with pricing on request.
Check territory and quota controls
When ownership or targets shift, territory planning and quota controls become important. Confirm that the product handles the planning work your sales operation requires.
Fullcast Plan and Oracle Sales Planning are examples to compare alongside tools that focus on broader revenue planning.
Compare plan and trial terms
A free plan can let you start without a subscription, while a trial gives time to evaluate a paid product. Check what is included before relying on either option.
Querri offers a free tier, paid options starting at $119 per month and a 14-day trial. Pipemetry shows annual-billing prices from $25 per user monthly, plus a 14-day trial.
Confirm access and CRM sync
Products may be available through web, API, iOS, Android, browser extensions or self-hosted deployment. Verify the exact access method before choosing, particularly when Android support is needed.
CRM data sync is another comparison point. Check how the product connects to the CRM data your forecasting and pipeline work depends on.
Questions people ask
Is there an Android app for RO&I software?
Android availability varies by product. Check the platform details for the tool you are considering; category options also include web, iOS, API, extensions and self-hosted setups.
Do these tools offer free plans?
Some products in this category provide a free plan. Querri offers a free tier alongside paid options starting at $119 per month.
Can I try a paid RO&I tool before subscribing?
Trial terms vary. Pipemetry offers 14 days, while Querri includes a 14-day trial with its free and paid plans.
What features should I compare?
Review free-plan availability, starting price, revenue forecasting, pipeline analytics, territory planning, quota management, deal-risk insights and CRM data synchronization.
Are prices listed for every product?
Pricing details vary. Pipemetry and Querri publish starting terms, while Aviso, Clari Copilot, Fullcast Plan, Lative and Oracle Sales Planning list pricing on request.