12 Best RevOps Tools for Agencies in 2024

12 Best RevOps Tools for Agencies in 2024

Updated June 24, 20263,656 words8 tools compared

Revenue operations (RevOps) has become essential for agencies managing complex client relationships, multiple projects, and unpredictable sales cycles. The right RevOps tools help your team forecast accurately, track pipeline health, and align sales with delivery—preventing the costly situations where you oversell capacity or lose visibility into deal progress.

This guide reviews 12 of the best RevOps tools available for agencies, from enterprise platforms like Clari and Gong to lightweight solutions designed for growing teams. We've evaluated each tool based on its specific value for agencies: how well it handles project-based revenue, integrates with your existing stack, provides visibility across multiple client accounts, and scales with your team. Whether you're a 10-person agency or managing multiple revenue streams, you'll find practical recommendations backed by detailed pros, cons, and pricing information.

Quick Comparison

ProductBest ForStarting PriceRatingKey Feature
ClariEnterprise agencies with complex dealsContact sales4.7/5Revenue orchestration and forecasting
GongSales-heavy agencies needing call insightsContact sales4.6/5Conversation intelligence across channels
ChorusTeams focused on conversation analyticsContact sales4.5/5Real-time conversation intelligence
KantataProfessional services and project-based revenueCustom pricing4.6/5Project profitability and resource management
DoolySales teams needing CRM acceleration$50/user/month4.4/5CRM hygiene and deal tracking
Salesforce Einstein AnalyticsTeams already in Salesforce ecosystemIncluded with Salesforce4.5/5Native AI analytics within Salesforce
PavlovAgencies wanting sales training automationContact sales4.3/5Sales coaching and skill development
People.aiData-driven pipeline visibilityContact sales4.5/5AI-powered activity capture and insights
AvisoRevenue forecasting and managementContact sales4.4/5Predictive analytics and deal health scoring
BoostUpMid-market agencies scaling operationsCustom pricing4.2/5Revenue operations automation
ScratchpadMobile-first sales teams$30/user/month4.3/5Mobile CRM and deal acceleration
WeflowWorkflow automation for revenue teamsContact sales4.1/5No-code revenue process automation

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Detailed Reviews

In-depth analysis of each platform to help you make the right choice.

#1

Clari

Top Pick

Best For: Enterprise agencies with deal sizes over $100K and complex, multi-stakeholder sales processes

Clari stands out as the most comprehensive revenue orchestration platform for enterprise agencies managing high-value, complex deals with long sales cycles. Its Revenue Context engine provides real-time visibility into pipeline health, forecast accuracy, and deal risk by aggregating signals from email, meetings, and CRM data. For agencies handling multiple concurrent client acquisitions and large contract values, Clari's ability to surface deal blockers before they become problems makes it worth the enterprise investment.

Pricing: Contact sales for custom enterprise pricing; typical annual commitment required

Key Features

  • AI-powered forecast accuracy with deal-level risk assessment
  • Real-time pipeline intelligence across all revenue channels
  • Automated deal health scoring using behavioral signals
  • Revenue context engine that correlates CRM data with communication patterns
  • Integration with Salesforce, HubSpot, Outreach, and 50+ revenue tools

Pros

  • +Exceptional forecast accuracy (typically 95%+) reduces revenue surprises and improves planning
  • +Comprehensive visibility into deal progress without manual CRM updates; works with existing data
  • +Advanced AI identifies at-risk deals before they slip, enabling proactive intervention
  • +Scales across large sales organizations without degrading performance or accuracy

Cons

  • -Enterprise pricing ($50K+ annually) puts it out of reach for small and early-stage agencies
  • -Implementation takes 6-12 weeks with dedicated resources; not plug-and-play
  • -Learning curve is steep; teams need training to maximize the platform's intelligence capabilities

Verdict

Clari is the premium choice for agencies with mature sales operations and enterprise deal flows. If you're managing seven-figure contracts with multiple decision-makers and need forecast reliability to guide company planning, the investment pays for itself through improved accuracy and reduced deal surprises. Not recommended for agencies under $10M ARR or those with primarily small, transactional deals.

#2

Gong

Best For: Sales-focused agencies with high call volumes and complex demos; teams needing to improve win rates

Gong's Revenue AI OS captures and analyzes every customer conversation—calls, meetings, emails—to generate actionable insights for the entire go-to-market team. For agencies where sales calls, demos, and customer handoffs are critical revenue drivers, Gong provides the intelligence to identify what's working in your pitch, where deals typically stall, and how to improve close rates. Its conversation intelligence surfaces patterns that spreadsheets and CRM data alone cannot reveal.

Pricing: Contact sales; typically $500-2000+ per month depending on call volume and team size

Key Features

  • Automatic call recording, transcription, and analysis across Zoom, Teams, phone
  • AI agents that identify talking points, competitive mentions, and objection patterns
  • Deal health scoring based on conversation content and behavioral signals
  • Real-time alerts when specific keywords or risk indicators are mentioned on calls
  • Sales coaching dashboards showing what top performers say differently

Pros

  • +Captures intelligence that CRM data misses; shows what's actually being discussed in customer conversations
  • +Identifies winning patterns at scale; helps sales teams replicate what works across the organization
  • +Real-time call alerts enable coaches to jump in when deals need help
  • +Reduces time for reps to find information; searchable conversation repository

Cons

  • -Privacy and consent considerations; must have explicit recording consent from all call participants
  • -Initial data volume is overwhelming; requires discipline to set up meaningful keyword alerts and workflows
  • -Pricing scales with usage; high-volume teams can face significant monthly costs

Verdict

Gong is essential for agencies where sales conversations drive pipeline and close rates. If your team closes deals primarily through calls or demos, the conversation intelligence will reveal patterns your team is leaving on the table. The real-time coaching and sales playbook development features justify the investment for sales-heavy organizations.

#3

Chorus

Best For: Agencies prioritizing sales coaching and skill development; teams with variable deal execution

Chorus specializes in conversation intelligence with a specific focus on sales enablement and team coaching. It records, transcribes, and analyzes customer conversations to surface insights about deal progress, rep performance, and competitive positioning. For agencies with strong coaching cultures or teams struggling with consistent sales execution, Chorus provides the visibility to identify gaps and measure improvement over time.

Pricing: Contact sales; typically $400-1500+ per month for teams of 5-20 reps

Key Features

  • Automatic transcription and searchable conversation library for all customer calls
  • Rep performance scorecards tracking talking points, objection handling, and sales skills
  • Clip creation for coaching; managers can share specific call moments with reps
  • Playbook builder to document and distribute winning sales approaches
  • Pipeline insights based on conversation content and engagement patterns

Pros

  • +Superior coaching interface; easy to create clips and assign training feedback to individuals
  • +Playbook features help codify your sales methodology and ensure consistency across reps
  • +Detailed rep scorecards identify specific areas for improvement (e.g., discovery questions, objection handling)
  • +Conversation library becomes institutional knowledge; new hires can study top performers

Cons

  • -Requires active manager engagement to derive full value; passive recording without coaching produces limited ROI
  • -Setup of keyword alerts and playbooks is time-intensive initially
  • -Doesn't offer the advanced pipeline analytics that Gong provides

Verdict

Chorus excels when your primary challenge is execution consistency and rep skill development. If you have a coaching manager or want to build a strong sales training program, Chorus is the right tool. It's less suited for organizations primarily seeking pipeline intelligence and more suited to those optimizing sales skills and methodology.

#4

Kantata

Best For: Professional services and consulting agencies; firms with project-based revenue and resource constraints

Kantata (formerly Mavenlink) is purpose-built for professional services agencies and project-based businesses where revenue depends on both selling projects and delivering them profitably. It combines project management, resource planning, and financial operations to give agencies visibility into project profitability, resource utilization, and client margins. For agencies struggling to forecast delivery capacity or understand which projects are actually profitable, Kantata bridges the gap between sales and operations.

Pricing: Custom pricing based on team size; typically $100-300 per user per month

Key Features

  • Integrated project management with resource forecasting and capacity planning
  • Real-time project profitability tracking at the individual project and client level
  • Resource utilization dashboards preventing overbooking and burnout
  • Time and expense tracking integrated with revenue recognition
  • Financial forecasting for projects from presale through delivery

Pros

  • +Solves a critical gap for agencies: reveals which projects are actually profitable and which are margin killers
  • +Prevents catastrophic overbooking by showing true resource capacity; catches conflicts before delivery chaos
  • +Time tracking and billing integration reduces admin overhead and improves accuracy
  • +Forecasting tools help avoid overcommitting in sales; shows realistic delivery capacity

Cons

  • -Implementation requires mapping your financial and operational processes; 4-8 weeks typical
  • -Learning curve is steep; teams need training on resource management and profitability concepts
  • -Not ideal for agencies with very short projects or primarily transactional services

Verdict

Kantata is non-negotiable for service delivery agencies managing multiple concurrent projects or struggling with resource conflicts. If you've ever sold more work than you could deliver or discovered a project was unprofitable after delivery started, Kantata directly addresses that problem. The resource forecasting and project profitability features typically pay for themselves in the first month through better project selection and utilization.

#5

Dooly

Best For: Sales teams struggling with CRM data quality and adoption; remote-first or distributed agencies

Dooly accelerates the sales team by embedding CRM updates and deal tracking directly into the tools reps already use—Slack, Gmail, Microsoft Teams. It eliminates friction in CRM hygiene by making it faster to log activities, update deal status, and stay aligned on pipeline. For agencies where sales reps resist CRM updates or where pipeline visibility suffers from data quality issues, Dooly's frictionless approach improves compliance without painful manual workflows.

Pricing: $50-75 per user per month, depending on feature tier and commit

Key Features

  • One-click CRM updates from email and chat without leaving Slack or Gmail
  • Automated activity logging from Slack mentions and email threads
  • Deal coaching and pipeline reviews embedded in Slack
  • Opportunity health scoring with clear next-step recommendations
  • Mobile app for on-the-go deal updates and pipeline visibility

Pros

  • +Dramatically improves CRM data quality by reducing friction; updates happen where reps already work
  • +Eliminates manual data entry through email and Slack integration
  • +Affordable and easy to implement; no lengthy sales cycle or implementation project
  • +Slack-based interface is intuitive for distributed teams

Cons

  • -Dependent on Slack and email ecosystems; less useful if your team works in different communication channels
  • -Doesn't provide forecasting or advanced analytics; focuses purely on CRM acceleration
  • -Limited to Salesforce and HubSpot integrations; doesn't work with all CRMs

Verdict

Dooly is a quick win for agencies where CRM adoption is the primary pain point. At $50-75 per user, it's a low-risk way to improve pipeline visibility without a major implementation project. Best suited for sales-driven agencies with distributed teams; less valuable if you already have strong CRM discipline or use non-standard CRM platforms.

#6

Salesforce Einstein Analytics

Best For: Agencies standardized on Salesforce with strong data governance; orgs wanting to avoid tool proliferation

Einstein Analytics is Salesforce's native AI and analytics engine for orgs already built on the Salesforce platform. It provides predictive analytics, opportunity scoring, and anomaly detection without requiring external tools or integrations. For agencies standardized on Salesforce, Einstein eliminates the need for point solutions and keeps data within your existing ecosystem.

Pricing: Included with Salesforce Sales Cloud; additional analytics features available in Einstein Analytics tier (contact Salesforce)

Key Features

  • Predictive opportunity scoring and deal health indicators
  • Automated anomaly detection identifying unusual deal movements or pipeline changes
  • Interactive dashboards and reports with conversational query capability
  • Forecasting with AI-assisted accuracy adjustments
  • Mobile-optimized analytics for on-the-go decision making

Pros

  • +Native integration with Salesforce; no ETL or data syncing required
  • +No additional tool to implement, train, or maintain; uses data already in your system
  • +Significantly cheaper than standalone RevOps platforms if you're already paying for Sales Cloud
  • +Predictive scoring helps identify deals most likely to close or slip

Cons

  • -Analytics capabilities are less advanced than dedicated tools like Clari or Gong
  • -Requires strong Salesforce data hygiene; garbage in, garbage out
  • -Limited conversation intelligence or email/calendar integration compared to specialized tools
  • -Setup and configuration require Salesforce expertise; not always plug-and-play

Verdict

Einstein Analytics is the right choice only if you're deeply committed to Salesforce as your core platform and want to minimize tool sprawl. It's a cost-effective alternative to standalone RevOps tools for small to mid-market agencies. However, if deal complexity or forecast accuracy is critical, specialized tools like Clari or Gong will outperform Einstein.

#7

People.ai

Best For: Agencies with poor CRM adoption and incomplete activity data; teams needing automated activity capture

People.ai uses AI to automatically capture and analyze all customer interactions—emails, calls, meetings—to populate CRM and identify pipeline risks. Unlike tools that require reps to log activities, People.ai captures activity data automatically, eliminating the data entry burden while improving CRM accuracy. For agencies struggling with incomplete CRM data or where manual logging is unrealistic, People.ai solves the data quality problem.

Pricing: Contact sales; typically $30-100 per user per month depending on data volume

Key Features

  • Automatic activity capture from email, calendar, and meetings without manual logging
  • AI-powered relationship mapping showing true influence networks with customers
  • Deal health scoring and risk alerts based on activity signals
  • Automatic CRM record updates reducing manual data entry by 90%+
  • Pipeline insights tied to actual customer interaction patterns

Pros

  • +Solves the fundamental problem: CRM data quality without requiring rep discipline or manual logging
  • +Relationship mapping reveals informal influencers and decision paths that CRM org charts miss
  • +Activity data is comprehensive; captures emails, calls, and meetings automatically
  • +Significantly improves forecast accuracy by surfacing true engagement signals

Cons

  • -Privacy considerations; monitoring email and calendar activity requires clear policies and consent
  • -Implementation complexity; requires integration with email, calendar, and CRM systems
  • -Can generate noisy data if not properly configured; requires ongoing tuning

Verdict

People.ai is valuable for agencies where CRM data quality is the root cause of poor forecasting or lost deals. If your team refuses to log activities but you need visibility into customer engagement, People.ai automatically captures what would otherwise be invisible. The ROI is strongest for large sales teams with high activity volumes.

#8

Aviso

Best For: Agencies prioritizing forecast accuracy and proactive deal management; teams managing variable deal velocity

Aviso provides predictive analytics and deal health scoring specifically designed for revenue forecasting and pipeline management. It identifies at-risk deals before they slip, predicts likely close dates, and surfaces deals that need attention. For agencies where forecast accuracy directly impacts planning and cash flow, Aviso's predictions help avoid surprises.

Pricing: Contact sales; typically $300-1000+ per month for small teams

Key Features

  • Predictive deal scoring identifying high-risk opportunities before deals slip
  • Automated alerts when deals show warning signs or deviation from expected velocity
  • Stage duration analysis predicting likely close windows
  • Win/loss pattern analysis identifying what separates closed and lost deals
  • Forecasting with historical accuracy rate visibility

Pros

  • +Focused specifically on forecast accuracy; strong track record improving prediction rates
  • +Early warning system for at-risk deals enables intervention before loss
  • +Pattern analysis helps identify what's working in your sales process
  • +Lighter implementation than enterprise platforms; faster to value

Cons

  • -More focused tool than Clari; doesn't cover broader revenue operations needs
  • -Requires clean CRM data to generate meaningful predictions
  • -Limited conversation intelligence or activity capture compared to Gong/People.ai

Verdict

Aviso is a good mid-market choice when forecast accuracy is your primary pain point. It's less expensive than Clari, more focused, and faster to implement. Ideal for agencies managing 20-50 concurrent deals with variable cycle times that need better visibility into close probability.

Frequently Asked Questions about best revops tools for agencies

Sales analytics tools focus narrowly on pipeline visibility and reporting—showing you what's in your pipeline and historical performance. RevOps tools take a broader view of your entire revenue organization, connecting sales, delivery, and finance to optimize the entire revenue process. Clari and Gong are RevOps platforms that combine pipeline intelligence with deal management, forecasting, and coaching. Tools like Dooly focus primarily on CRM hygiene and sales acceleration. For agencies, RevOps tools are more valuable because they address the gap between selling and delivering on promises—a critical challenge when project profitability and resource constraints are directly tied to revenue quality. The best RevOps platforms also integrate data from multiple systems (email, CRM, calendar, projects) rather than relying on reps to manually update a single source of truth.

The answer depends on your complexity and budget. Comprehensive platforms like Clari excel at surfacing connections between different data sources and providing end-to-end visibility. They're ideal if you have complex deals, enterprise accounts, and need tight integration between sales forecasting and financial planning. However, they require significant implementation investment ($50K-$200K annually) and are overkill for smaller agencies with simpler sales processes. A more pragmatic approach for many growing agencies is to start with a specialized tool solving your highest-pain problem—whether that's forecast accuracy (Aviso), CRM adoption (Dooly), or conversation intelligence (Gong)—then add complementary tools as you scale. The risk of the multi-tool approach is tool proliferation and data silos; you need someone responsible for keeping your data sources synchronized. Many agencies successfully use RevAlign.io to help implement and integrate multiple RevOps tools without creating operational chaos.

Implementation timelines vary dramatically by tool complexity. Lightweight tools like Dooly or Scratchpad can be operational in days and show immediate value in reducing manual CRM updates. Mid-market tools like Kantata or Aviso typically require 4-8 weeks of implementation including process mapping, data migration, and team training. Enterprise platforms like Clari require 3-6 months with dedicated resources and significant change management. ROI timelines depend on which problem you're solving. Tools addressing forecast accuracy typically show ROI within 2-3 months through better planning decisions. Tools improving CRM adoption show immediate ROI by reducing data entry time. Tools focused on coaching and skill development take longer—typically 6+ months to show measurable improvement in win rates. Set specific metrics before implementation: for Kantata, track improvement in project profitability visibility; for Gong, track improvement in deal close rates within 90 days; for Dooly, track CRM update completion rates.

Start with the problem you're trying to solve, not the tool budget. If CRM adoption is your issue, Dooly at $50-75 per user per month is affordable and shows immediate value. If forecast accuracy is the problem, Aviso (contact sales) typically costs less than Clari while solving that specific problem. If you're a professional services agency, Kantata might cost more upfront but solves the critical problem of project profitability—the ROI usually justifies it. Small agencies often benefit from Salesforce Einstein Analytics if they're already paying for Sales Cloud; the predictive analytics features come at minimal additional cost. The mistake many small agencies make is avoiding RevOps tools altogether because they perceive them as enterprise-only. Even at small scale, the cost of poor forecasting or project profitability blindness far exceeds the cost of a tool. A five-person agency implementing Dooly for $250-300 monthly can eliminate 5-10 hours per week of manual CRM updates—that's payback in the first month.

Conclusion

The best RevOps tool for your agency depends on what's currently breaking in your revenue process. If deals frequently slip past projected close dates and you need forecast reliability to guide planning, Clari or Aviso are your priorities. If reps are closing deals inconsistently or you're unable to replicate what your top performers do, Gong or Chorus will reveal the patterns through conversation intelligence. If your challenge is knowing which projects are actually profitable or managing resource capacity, Kantata is non-negotiable. If CRM data quality is so poor that pipeline forecasts are essentially guesses, start with Dooly or People.ai to automate activity capture.

For most growing agencies, the implementation path looks like this: First, audit your current pain point with brutal honesty—is it forecast accuracy, deal execution, project profitability, or data quality? Start with a focused tool solving that specific problem rather than attempting to implement an enterprise platform. Once you have baseline metrics improving on that core problem, you can add complementary tools. Many agencies find that fixing one area of the revenue process reveals downstream problems that other tools address. Rather than guessing which tools work together, consider bringing in RevOps implementation expertise to build your stack intentionally.

Remember that the tool is only effective if your team actually uses it consistently. The best RevOps platform will fail if it adds friction to how your team works or if leadership doesn't reinforce adoption. Look for tools that meet your team where they already work—embedded in Slack, integrated with email, or accessible on mobile. Start small, measure results against clear KPIs, and expand only when you've proven value. The agencies that win with RevOps aren't those with the most sophisticated tools; they're the ones who use even modest tools with discipline and clear accountability for the metrics those tools track.

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