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Best Customer Revenue Optimization Software Shortlist 

This is my final roundup of the best customer revenue optimization software. Keep reading to find platform reviews, essential functionalities and features, and answers to the most common questions.

  1. Gainsight - Best for developing strategic and prescriptive action plans
  2. ChurnZero - Best for simplifying the customer onboarding process
  3. Totango - Best for modular components that help you scale customer success
  4. Clari - Best consolidating internal and external revenue processes
  5. ClientSuccess - Best for quick and easy implementation
  6. Accord - Best for reinforcing repeatable sales methodology
  7. Planhat - Best for interacting and engaging with customer feedback
  8. Catalyst - Best for identifying risks and expansion opportunities
  9. UserIQ - Best for identifying churn risk with the help of visual data
  10. Strikedeck - Best for driving loyalty along the customer journey
  11. Pega Customer Decision Hub - Best for predicting customer needs
  12. Salesforce Einstein Analytics - Best for making data-driven decisions

Anyone looking for software that helps increase revenue might find value in customer revenue optimization tools. With these types of platforms, you enhance profitability from your key accounts by aligning sales with other customer-facing work, including customer service and marketing. With a more comprehensive understanding of customer needs, you can deliver better outcomes at every point of contact.

Find customer revenue optimization tools that ensure you’re maximizing your relationship with every client throughout the customer life cycle. Discover how these platforms can fuel more intelligent interactions with relationship maps, sales analytics, organizational charts, and automated deal renewal.

What Is Customer Revenue Optimization Software?

Customer revenue optimization software is an evolution of CRM software that relies on a variety of tools to gain a better understanding of the customer. Like CRM, there are various levels of adoption that can provide benefits throughout your organization. While initially, this may seem like a sales-specific tool, it actually brings marketing, help desk, and customer service teams into alignment.

Overviews of the 12 Best Customer Revenue Optimization Software

Ready to take a deep dive into customer revenue optimization software? Keep reading for a summary of every tool on my list, along with a few standout features that caught my eye, an overview of pricing and free trials, and a short list of pros and cons to help you make your final choice.

1. Gainsight - Best for developing strategic and prescriptive action plans

gainsight customer revenue optimization software screenshot
Gainsight delivers a centralized view of all the most important action items in every customer profile.

This platform is a customer success solution with a revenue optimization expansion that can help your organization streamline any process related to customer retention and support, workflow management, and onboarding. Gainsight CS analyzes the customer journey across every available channel to enable better forecasting for pricing changes and buying behaviors.

Why I picked Gainsight: One thing that caught my eye about this platform was the focus on prioritizing customer feedback through a multi-dimensional feedback loop that tracks risk signals, sentiment, engagement, feature usage, and NPS. Gainsight then uses natural language processing algorithms to help surface insights about the meaning of these metrics.

Gainsight Standout Features and Integrations

Standout features include success planning and playbooks that capture and share progress toward achieving key customer goals and renewal and expansion prediction with AI-powered health scoring.

Integrations include BigQuery,, Freshdesk, Google Analytics, Intercom, MySQL, Pipedrive, Redshift, SupportLogic, and Zapier.

Pricing: Custom pricing available upon request

Trial: Free demo available

  • User-friendly interface and navigation
  • Comprehensive suite of features
  • Simple integration with tons of apps
  • Frequent updates necessitate relearning certain tools
  • Limited email template integration with Outlook

2. ChurnZero - Best for simplifying the customer onboarding process

churnzero customer revenue optimization software screenshot
ChurnZero allows you to map and track the customer journey so you can develop better strategies and check in as needed.

This SaaS platform is designed for subscription businesses that are trying to fight customer churn in real time. ChurnZero targets integration with your business systems and other digital tools to ensure you have the data you need to better understand how customers engage with your product. This platform can also assess customer health and the likelihood of renewal to help you plan for the future.

Why I picked ChurnZero: A unique element that really stood out to me here was the focus on onboarding. ChurnZero believes that preventing churn starts at first contact, so they focus on the initial interactions your team has with the customer, as well as how they approach your product. 

With ChurnZero’s onboarding tool, you can track the customer journey, proactively manage onboarding tasks, and automate customer engagement throughout onboarding.

ChurnZero Standout Features and Integrations

Standout features include automated playbooks to streamline engagement with some customer segments and customer usage behavior tracking that delivers data on metrics like log-ins, events, and time spent in your app.

Integrations include, Chargebee, Copper, HubSpot, Microsoft Dynamics, Netsuite, Salesforce, Spiro, Zendesk Sell, and Zoho CRM.

Pricing: Pricing available upon request

Trial: Free demo available

  • Has a very user-friendly interface
  • Features are easy to learn
  • Dashboard filters allow customization
  • Limited settings for customization
  • Comprehensive adoption is crucial for successful tool usage

3. Totango - Best for modular components that help you scale customer success

totango customer revenue optimization software screenshot
Totango provides you with pre-built toolkits that are customized to meet your specific needs.

As a customer success software for startups and medium and large businesses, Totango is designed to assist you with unlimited scalability capabilities that help cross-functional teams drive expansions, retention, and productivity. Through various pre-built customer success programs, you get the modular approach you need to customize workflows and tools for your business.

Why I picked Totango: One great feature from this platform is the access it provides to pre-built customer success programs. These ready-made toolkits address various needs, including onboarding, upselling, and renewals, to target insights about customers as they relate to specific goals.

Totango Standout Features and Integrations

Standout features include email campaign designer for customizable campaigns with drag-and-drop editing components and surveys that help you identify frictions or bottlenecks in your service.

Integrations include Amazon S3, Chorus, Dropbox, Gmail, Gong, Google Cloud, HubSpot Marketing Hub, Intercom, Jira, and Looker. Totango offers importing from a variety of data sources, data stream automation through API, and native connectors.

Pricing: From $2,988/year

Trial: Free trial + free demo available

  • Tools are flexible and customizable
  • Targeted packages to support specific needs
  • New features and tools released frequently
  • User-interface could be friendlier
  • Google integration isn’t as streamlined as it could be

4. Clari - Best for consolidating internal and external revenue processes

clari customer revenue optimization software screenshot
Clari provides you with pipeline inspection tools so you can see what’s driving revenue changes.

As a cloud-based sales execution and forecasting software, Clari uses AI for opportunity management, pipeline inspections, and progress tracking. With a native app for Android and iOS, Clari also allows your team to get real-time notifications, messages from other sales reps, and deal updates on the go.

Why I picked Clari: The reason this platform is on my list is because it consolidates external and internal revenue processes through cadences. Use Clari’s trademarked playbook to create your quarterly review agenda, identify major revenue moments, inspect account health, and prevent churn on at-risk accounts.

Clari Standout Features and Integrations

Standout features include conversation intelligence for real time coaching and mutual action plans that inspire meaningful collaboration.

Integrations include Crossbeam, Gainsight, Momentum, Outreach, Reveal, Salesforce, Salesloft, Spiff, Zapier, and Zoom.

Pricing: Custom pricing available upon request

Trial: Free demo available

  • A user-friendly platform
  • Tools are self explanatory
  • Out-of-the-box implementation options
  • Doesn’t automatically update with integrations
  • Issue resolution is not an intuitive process

5. ClientSuccess - Best for quick and easy implementation

clientsuccess customer revenue optimization screenshot
ClientSuccess provides you with the framework you need to manage the customer journey.

This software is designed to help you manage, retain, and grow your existing customer base through a personalized, holistic approach that customizes every touchpoint throughout the customer lifecycle. Use ClientSuccess to gain actionable insights, explore customer analytics, and spread best practices throughout your organization.

Why I picked ClientSuccess: I chose this platform for my list because it’s built to be incredibly easy to implement to get you up and running fast. Even better, you don’t need to have an additional administration role to manage the platform, as your existing team can learn to operate it without having any technical experience.

ClientSuccess Standout Features and Integrations

Standout features include SuccessCycle to define, measure, and manage your methodology, and SuccessScore, which provides an objective view of customer health.

Integrations include Freshdesk, Helpscout, HubSpot, Intercom, Jira, Microsoft Teams, Pipedrive, Salesforce, Zendesk, and Zoho CRM. 

Pricing: Pricing available upon request

Trial: Free demo available

  • Very easy onboarding process
  • Quick implementation across the organization
  • Ideal for non-technical users
  • Client Success APIs are a little basic
  • Limited customization options for reporting

6. Accord - Best for reinforcing repeatable sales methodology

accord customer revenue optimization software screenshot
Accord can show you exactly what’s happening in each deal with custom engagement insights.

This sales execution platform is all about driving consistent deal execution through repeatable sales processes and predictable forecasting. With automated workflows and pre-built playbooks, along with customer engagement data and objective milestone tracking, you have the tools you need to maximize win rates and efficiency.

Why I picked Accord: I like this tool because it strives to drive consistency across your entire organization. You can use Accord to clearly define your entire process, checking to see how it plays with customers before solidifying your operations, to ensure your whole team is adhering to the same rules and regulations that enhance revenue.

Accord Standout Features and Integrations

Standout features include full analytics that help you measure ROI and automated updates of pricing pages and security documents.

Integrations include Clari, DocuSign, Gmail, Gong, G-Suite, HubSpot, PandaDoc, Salesforce, Slack, and Zapier.

Pricing: From $899/month

Trial: Free plan available

  • Takes about an hour to set up a basic account
  • Easy to navigate interface
  • Clean and simple design
  • Still expanding essential features
  • Mobile experience is a little clunky

7. Planhat - Best for interacting and engaging with customer feedback

planhat customer revenue optimization software screenshot
Planhat shows you usage analytics and trends to help you better understand customer engagement.

As a customer-focused platform, Planhat strives to deliver insights, manage workflows, and drive the customer experience through playbooks, collaboration, and automation. You can use this platform to track customer engagement, request feedback, and unify customer data in one place.

Why I picked Planhat: One feature that really stood out to me as one that can optimize revenue generation was the feature request tool for client-facing organization. Customer requests can help you prioritize the features they desire most, and see where you can drive the most profit — based on the popularity of certain requests.

Planhat Standout Features and Integrations

Standout features include customer health scores that identify risks and opportunities and product analytics that help you understand user behavior.

Integrations include Aircall, Amazon S3, Gmail, Jira, HubSpot, Pipedrive, Salesforce, Segment, Stitch, and Zapier.

Pricing: Pricing available upon request

Trial: Free demo available

  • Intuitive workflow design
  • Very friendly user navigation
  • Straightforward yet sophisticated interface
  • Has a bit of a learning curve
  • Limited user documentation capabilities

8. Catalyst - Best for identifying risks and expansion opportunities

catalyst customer revenue optimization screenshot
Catalyst playbooks help you automate alerts and assign tasks to ease the customer journey.

Catalyst is a customer success platform that was built by CS leaders. With this platform, you can centralize customer data to get clearer insight into customer health while scaling customer journeys to drive both growth and retention. Access robust integrations and flexible platform configurations that fit your workflow.

Why I picked Catalyst: I added this platform to my list because the actionable health insight reports allow you to stay a step ahead of your customers. When you build custom weighted health scores, you get objective data that shows you the most important reasons for each score to ensure you can course correct right away.

Catalyst Standout Features and Integrations

Standout features include usage-based playbooks that send you alerts when customers takes specific actions and Signals to get AI-driven notifications for potential growth opportunities.

Integrations include Amazon S3, Gmail, Jira, Mixpanel, Pendo, Redshift, Salesforce, Segment, Slack, and Zendesk.

Pricing: Custom pricing available upon request

Trial: Free demo available

  • Easy to navigate the platform
  • Intuitive user interface
  • Great customer service
  • Confusing onboarding process
  • Limited prebuilt layouts

9. UserIQ - Best for identifying churn risk with the help of visual data

userIQ customer revenue optimization software screenshot
UserIQ provides a health score dashboard that clearly shows the most important customer signals.

As a customer success platform, UserIQ is designed to help software companies better predict customer behavior, act on these insights, and create winning experiences that close more deals through a customer health dashboard, playbook, in-app engagement, and product intelligence tools.

Why I picked UserIQ: I chose this tool because it focuses on more than simply providing you with a basic customer health score. UserIQ transforms reports into easily digestible visual dashboards that take the guesswork out of the resulting analytics and allow you to take quicker action after getting customer feedback.

UserIQ Standout Features and Integrations

Standout features include purpose-driven playbooks with answers to every scenario and a health score dashboard with visual interpretations of your data.

Integrations include Close, Freshdesk, Gmail, HubSpot, Netsuite, Outlook, Pipedrive, Salesforce, Slack, and Stripe.

Pricing: Custom pricing available upon request

Trial: Free demo available

  • Easy to use the tool
  • Implementation is pretty quick
  • Attentive customer service team
  • Limited trending data month over month
  • Initial configuration can take some time

10. Strikedeck - Best for driving loyalty along the customer journey

strikedeck customer revenue optimization software screenshot
Strikedeck provides answers for which channels are driving customer engagement and satisfaction.

Strikedeck, recently acquired by Medallia, is a SaaS platform that’s designed to help you understand, manage, and enhance the experiences of both customers and employees. Strikedeck offers incredibly comprehensive capabilities for capturing experience signals and feedback from every interaction, including web, in-app, email, and social media.

Why I picked Strikedeck: I chose this tool for my list because it allows you to engage with customers on every channel and receive automated feedback on their reactions and preferences. Use Strikedeck to capture signals at any touchpoint along the customer journey, which may provide insights for new opportunities.

Strikedeck Standout Features and Integrations

Standout features include responsive email surveys to get direct feedback from customers and Medallia Athena that uses machine learning to uncover trends that predict customer behavior.

Integrations include Adobe, Five9, Genesys, Jira, LivePerson, Microsoft Dynamics, Salesforce, Slack, Workday, and Zendesk.

Pricing: Custom pricing available upon request

Trial: Free demo available

  • Aggregates a ton of data
  • UI is easy to track
  • Simple to navigate the platform
  • Collaboration interface could be better
  • Reports could be more comprehensive

11. Pega Customer Decision Hub - Best for predicting customer needs

pega customer decision hub customer revenue optimization software screenshot
Pega Customer Decision Hub allows you to visually model the workflow for every customer journey.

As a customer revenue optimization software, Pega Customer Decision Hub allows you to monitor and design one-to-one strategies that you can orchestrate across channels and manage in real time through a single interface. Pega Customer Decision Hub offers a flexible framework that allows you to apply unique workflows across organizations of any size.

Why I picked Pega Customer Decision Hub: I like this tool because it offers an always-on AI that is constantly reading and sorting through billions of customer signals. As they generate new behaviors, the AI is anticipating what you’ll need to do next to accommodate customer needs.

Pega Customer Decision Hub Standout Features and Integrations

Standout features include Next-Best-Action Designer for better decisions and strategies, as well as AI-triggered engagement that delivers messages via email, SMS, and social media.

Integrations include ABBYY, Avaya, box, Celonis, Docker, DocuSign,, Odata, Salesforce, and SAP.

Pricing: Pricing available upon request

Trial Self-guided tour available

  • Easy for new users to learn
  • Robust features and capabilities
  • Seamless integration with visualization tools
  • Difficult business rules customization
  • Cost prohibitive tool for smaller businesses

11. Salesforce Einstein Analytics - Best for making data-driven decisions

salesforce einstein analytics customer revenue optimization software screenshot
Salesforce Einstein Analytics shows you how to take action from the point of insight.

This AI solution from Salesforce is meant to help your organization enhance the customer experience and improve productivity across all business operations. Using Salesforce Einstein Analytics, your team can design custom AI-enabled applications that handle recommendations, predictions, and data analytics from a variety of sources.

Why I picked Salesforce Einstein Analytics: This tool made my list because it automates discovery and prediction to ensure you can find the answers to complex business questions within your data. You can learn what happened, pinpoint why it happened, and get recommendations for next steps with easy-to-understand AI models.

Salesforce Einstein Analytics Standout Features and Integrations

Standout features include Einstein Actions that provide built-in recommendations for immediate next steps and mobile optimization that makes this tool easy to use on any device.

Integrations include Accounting Seed, Conga Grid, Oracle, RollUp Helper, SAP, SurveyMonkey, Tableau, Viostream, Wave, and Whatfix.

Pricing: From $75/user/month

Trial: 30-day free trial available

  • Easy to set up using guided support
  • Accessible customer support team
  • Can be used for nearly any industry
  • Allows you to use limited data sources
  • Limited analytics license is required

Other Options

While my list may already seem like it has plenty of options to suit every organization, I just couldn’t let a few other selections go. Here are just a couple more customer revenue optimization solutions that could hold the key to your success.

  1. Adobe Target - Best for A/B testing to optimize every contact your customers have with your team
  2. Optimizely - Best fully-composable DXP that creates digital experiences to wow customers
  3. Dynamic Yield - Best for creating personalized experiences that create lasting impressions
  4. - Best for sharing client-facing workspaces that consolidate your whole deal in a single space
  5. Aviso - Best comprehensive platform for ensuring revenue execution is accurate, repeatable, and prescriptive
  6. Monetate - Best for day-to-day relationship management that keeps you actively connected to customers
  7. Tealium AudienceStream - Best for unifying customer data with real-time audience engagement
  8. Segment - Best for collecting, cleaning, and activating your customer data for more efficiency

Selection Criteria For Customer Revenue Optimization Software 

Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best customer revenue optimization software for this article:

Core Functionality

If you want your customer revenue optimization solution to deliver what you truly need, you should be looking for a few core functionalities that ensure the software is built to deliver testing, communication tools, and automations. A few of these capabilities should ensure that you’re able to:

  • Integrate with CRMs and other tools in your digital tech stack
  • Communicate with stakeholders inside and outside of your organization
  • Automate customer interactions to ease the time burden on salespeople
  • Gather and organize customer data to unearth actionable insights
  • Map your team’s activities to see how they’re affecting customer outcomes
  • Leverage CRM data to get information about workflow effectiveness

Key Features

There are a variety of key features you’ll see again and again in my list above because they deliver on the functionalities I’ve just listed for you. Some of the most important features to look for include:

  • Sales analysis: Whether it’s sales or ROI forecasting, you want to know how your actions will impact future revenue. With analytics that pay special attention to future outcomes, you can see how changes to your workflow can make a difference before implementation to ensure you’re making the right decisions.
  • Organization: From opportunity and pipeline management to integrations, organizing the information you have is crucial for ensuring you understand what’s happening. You should look for easy-to-read data visualizations that democratize data and allow every salesperson and team member to surface new insights.
  • Editing and design: Drag-and-drop features, editable templates, and customizable reporting are essential to creating and presenting digestible and beautiful visual experiences to customers, external contractors, and even your own board.
  • Sales automation: Two-way sync with integrations automates information updates, activity management simplifies progress tracking, and built-in notifications ensure your team knows when the next stage of a sale is ready to move forward without any extra effort on their part.
  • User support: Segmentation, multi-language support, and behavior-responsive actions help your team better manage client-facing needs. Whether you’re building automations that respond to simple customer needs or providing your team with more information through targeted segmentation, these tools are a must.


So you’ve found a few revenue management tools with all the features that meet your needs. The next thing to ask yourself is how easy they are to implement. Will adoption be high among your sales team? Is the tool easy to learn and navigate? I’ve prioritized those tools with simple user interfaces, robust customer support teams, and a variety of online training resources.

Software Integrations

Software integrations are essential with CROs — especially as they relate to CRMs. To ensure integration is quick and easy, I’ve highlighted the most popular integrations for each revenue management software. Some have native integrations, while others offer Zapier-driven integrations. You may also see a few with open API that allows you to customize your integrations. 


Pricing for these SaaS solutions is all over the place. You’ll definitely see some tools that offer free access to basic features, as well as options that offer a per-user, per-month pricing configuration that could be as low as $55 or as high as $100. There are also plenty of revenue management solutions that have flat rate fees, like a yearly cost between $3,000 and $18,000.

I chose revenue management systems that fall within a number of pricing categories to ensure accessibility for businesses of all sizes.

People Also Ask

Still have a few questions about customer revenue optimization? I have the answers! Check out the details with the most commonly asked questions below.

Other RevOps Software

I’m not quite done helping you find the best revops solutions to your needs. Take a look at a few other software options to round out your tech stack.

Next Steps

You can pretty easily narrow down your options for customer revenue optimization software using the summaries and pricing breakdowns above. Once you have your top 3, it’s time to sign up for free trials and demos to see how each software performs in the real world with your use case.

I’m confident that you’ll find the one that works best for your needs with just a little more testing. And if you’re looking for other insights into revenue growth, make sure to sign up for the RevOps newsletter to get advice from the experts on a weekly basis.

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.