Sales ManagementSoftware

10 Best Customer Revenue Optimization (CRO) Software

Customer Revenue Optimization (CRO) Software is one of the most important software you currently need. We know!

Today’s Customer Revenue Optimization (CRO) Softwares are incredibly versatile, and because of strong competition, have remained a relatively low-cost investment for most.

Currently, with dozens of options available for Customer Revenue Optimization (CRO) Software in the market – finding the right Customer Revenue Optimization (CRO) Software of October 2022 can be tricky.

What is the Best Customer Revenue Optimization (CRO) Software?

Based on our research, here are the Best Customer Revenue Optimization (CRO) Software. Click on any app to learn more about why we chose it, or keep reading for more context on Customer Revenue Optimization (CRO) Software.

The enterprise revenue intelligence platform helps teams speed up complex enterprise sales cycles by engaging the right people in the right accounts.

We do it by helping teams clearly see who to engage within each account and exactly what to do to deliver the highest-yielding deals and blow out their numbers every single quarter.

Their mission is to help companies accelerate growth, revenue, and innovation. They know that this can only happen if the sales team is talking to the right people on the right accounts.

So their platform brings the teams together there by helping them stop going after the wrong people and start talking to the people who matter most.

Then they can sell more (and faster) with the same number of employees. They are more confident in their goals because they are able to identify and salvage trades at risk of not closing.



Catalyst is the most intuitive Customer Success Platform – built by CS leaders, for CS teams. We help CS teams centralize siloed customer data, get a clear line of sight into customer health, and scale customer journeys that drive retention and growth. We provide robust integrations, flexible platform configuration, easy-to-adopt design, and deep CS expertise to overcome the most daunting roadblocks on the path to driving retention, scaling CS teams, and making CS central to your organization.

Systeme io is the solution to a problem many new and existing marketers face. High costs, confusion and one software not doing all you need.


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Clari is one of the Best Customer Revenue Optimization (CRO) Software, it is a connected revenue operations platform that uses automation and AI to unlock all the activity data captured in key business systems such as marketing automation, CRM, email, calendar, phone, content management, conversations, and more.

Clari automatically aligns that data to accounts and opportunities, to deliver visibility, forecasting,and apply predictive insights, which results in more insight, less guesswork, and more predictable revenue. Clari helps companies by changing their revenue operations to be more connected, efficient, and predictable. Clari’s platform is used by hundreds of sales, marketing, and customer success teams at B2B companies such as Qualtrics, Lenovo, Adobe, Dropbox, and Okta to control pipeline, audit deals and accounts, forecast the business, and reduce churn.



Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value.

Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration.

The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC.



Description of ClientSuccess

ClientSuccess is a customer success software platform. It helps SaaS managers and their teams retain and grow their existing customer base. ClientSuccess won the SIIA CODiE Award for “Best Customer Success Management Solution” and was also selected in the Red Herring Top 100.

Who uses ClientSuccess? ClientSuccess helps SaaS leaders and their customer success, account management, and renewal teams retain and grow their existing customer base.

Where can ClientSuccess be deployed? In Cloud-based



Aviso AI is an integrated revenue platform that helps modern sales organizations and revenue teams close more deals, drive revenue growth, and mitigate risk through patented AI guidance. As the industry leader in AI-based revenue operations solutions, Aviso AI is the only player with the most comprehensive set of intelligent tools and solutions for sales, marketing, and customer success teams that uncovers the hidden revenue opportunity from each customer.

The Aviso AI platform can be divided into six core pillars: Predictive Forecasting ; Deal Intelligence ; Activity & Relationship Intelligence ; Conversational Intelligence ; GTM and Customer Collaboration ; CRM Automation Our platform is flexible and scalable to configure any complex customer hierarchies. Sales leaders, managers, and reps all benefit from using our pipeline management, forecasting, deal collaboration, and conversational intelligence tool.

With Aviso, sales teams can set goals, unify forecasts, guide deals, and course correct for success. In the era of virtual selling, sales teams deserve a platform that can enable their success working remotely. Powered by cutting edge Auto-ML, NLP, and a deep time series database, the Aviso platform combines the best of human and artificial intelligence to guide selling. Companies like Honeywell, Dell, LaunchDarkly, Elastic, RingCentral, Microsoft GitHub, FireEye have all seen great results using Aviso, such as an average of 20% increase in deal win rates. Find your Revenue True North with Aviso AI.



As businesses become more global and complex, and the buyer journey becomes more and more digital, the role of Key Account Management will have to evolve further beyond the art of persuasion and building relationships.

To date, most companies do account planning on PowerPoints and Excel sheets, a disparate process with very little standardization. KAM being as important and strategic as it is for B2B enterprises, it deserves a solution that helps digitalize and institutionalize best practices. We believe that companies striving to increase market share and grow their customer base in today’s rapidly changing business environment have little choice but to make the “shift” towards digital KAM to help them achieve these goals.

DemandFarm helps Key Account Management teams bring Key Account Planning, Relationship Intelligence, and Opportunity Planning inside their CRMs while providing powerful analytics and insights for maximizing revenue potential from their Key Account portfolio.
Drawing inspiration from the idea that KAM should be more chemistry than art, we believe that in a highly digital world, organizations must move beyond relying on sales artists, hunches, and free-flow meetings as they grow bigger. Today, more than ever, there’s a need to digitalize the KAM function, and convert the art of high-performance selling into science so as to deliver sustained, repetitive results.

Witness a union of art and chemistry that makes Digital KAM into a dynamic, data-driven process that provides actionable information and insights (from DemandFarm ).



Vitally helps Customer Success teams of every size deliver world-class customer experiences, meet unexpected challenges, operate more efficiently, and grow their business’s bottom line. Unify all your customer-facing data — across your tech stack — with bi-directional, real-time integrations. Easily analyze account and user status, including Health Scores for every customer segment and lifecycle. Standardize Customer Success process with project management tailor-made for CS. Scale operations with automated Notifications and Playbooks. Surface Customer Success wins with beautiful, actionable Reports and Dashboards.The fastest-growing B2B SaaS companies use Vitally to proactively address churn risks and expansion opportunities in real-time. Schedule a demo today to see for yourself why more industry leaders are switching to Vitally.



Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We’ve helped our customers generate close to $100M in revenue.

Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world’s small and medium businesses.

10. Customer Success Box

Customer Success Box

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution which could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption and usage analysis, and calculating customer health score. It enables customer success managers (CSM)to deliver a consistent customer onboarding experience, improve customer retention, reduce churn,drive upsell and expansion and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent pending technology is built to handle ~ 2,200 events/second to monitor customer account health. CustomerSuccessBox is being used by global clients like Pipedrive, Raken, Locus, Headset, Netcore, Propertybase, Orange, Hubilio and more.

Finally to qualify for inclusion in the Customer Revenue Optimization category, a product must:

Integrate with a company’s CRM software, Provide customer data, communication tools, and automations for managing customer interactions at all points, Map revenue team activities to customer outcomes, Leverage CRM data via algorithms or AI for insights about sales team effectiveness, forecast accuracy, and revenue attainment .