
After three decades inside sales technology, Justin Shriber has reached a blunt conclusion: companies do not need another dashboard. His bet at Terret is that AI should connect the clues, explain the risk and do the next piece of work.
BoostUp built a respectable forecasting business. Terret is the more ambitious sequel: one connected revenue graph, a crew of AI agents and a bet that the real bottleneck is everything that happens after the dashboard spots trouble.
The Boston startup is turning calls, emails and CRM exhaust into qualification, forecasts and sales collateral. Its pitch to enterprise revenue teams is blunt: stop asking reps to feed the machine, and make the machine do the paperwork.
Futuri spent a decade helping radio stations listen to their audiences. Then it built a robot that could do the talking - and pointed the same AI at the ad-sales desk.

From Cloudability dashboards to Reflect's visualizations and Endgame's AI context layer, Alex Bilmes has spent his career turning scattered data into decisions people can actually use.

6sense and Warmly overlap on buyer signals, but the useful distinction is operational: one is sold into a staffed revenue machine, while the other is designed to be switched on and run by a lean team.

Warmly reacts when a buyer reaches your website. 6sense tries to spot the account while it is still researching elsewhere - and that difference should decide which tool you buy.

Clari and Aviso both promise to tell you what your quarter will close at. The real split is over who does the work - your reps clicking through a CRM, or software that acts on its own.

The familiar conversation-intelligence matchup has changed. Gong asks teams to buy a focused revenue platform, while Chorus makes its strongest case from inside the ZoomInfo bundle.

The revenue-intelligence fight was supposed to be won on features. Instead, mid-market buyers keep picking the vendor that costs less and goes live in weeks.

Clari, BoostUp and Aviso all promise a clearer revenue number. Under the hood, they make very different bets about pipeline history, deal behavior and the value of human judgment.

The sales-call software race no longer has three independent runners. Gong is building an entire revenue platform, while Chorus and Wingman have become strategic layers inside larger suites.

Gong starts with the buyer’s words. Clari starts with the revenue team’s number. Their suites now overlap, but the right choice still depends on which blind spot costs you more.
HG Insights built its business by reading the digital exhaust of corporate technology. Now it wants to turn that sprawling evidence - from software installs to buyer research - into an operating system for B2B growth.

Alexa Grabell turned a sales-operations workaround into Pocus, helped name a category, and sold the company to Apollo. Her story is a case study in turning messy data into a clear operating thesis.

He learned how insurers deny claims from the inside. Then he built the machine that fights back for the doctors.
It began as a fix for the world's most quietly expensive habit: the meeting nobody remembers. Nine years later Avoma runs the whole meeting lifecycle - booking, notes, coaching, forecast - for a thousand-plus companies, on a price list you can actually read.
Pocus is an AI-powered product-led sales and revenue intelligence platform that helps go-to-market teams turn scattered product usage, CRM, and intent data into prioritized action. Founded in 2021 by Alexa Grabell and Isaac Pohl-Zaretsky, the San Francisco company tells sales reps which accounts to work, who to contact, and what to say by surfacing high-intent buying signals and generating AI account plans. Used by product-led companies including Asana, Canva, Miro, Monday.com and LaunchDarkly, Pocus raised $23M in seed and Series A funding backed by a16z and First Round Capital, and was acquired by Apollo.io in March 2026 to power Apollo's AI-native GTM operating system.
RapidClaims is a New York-based healthcare technology company building autonomous AI agents for medical coding and revenue cycle management. Its platform helps hospitals, physician groups, ACOs and community health centers automate coding, prevent claim denials, recover underpayments and improve documentation - reducing operating costs by up to 70% while capturing earned revenue. Founded in 2023 by three IIT Kharagpur alumni, the company raised $11M led by Accel and Together Fund to expand across 25+ medical specialties.
Siro is an AI conversation intelligence platform built for in-person sales. Reps use its mobile app to record face-to-face conversations at the kitchen table, on the job site, or in the showroom; Siro then transcribes and analyzes those conversations to surface coaching moments, draft follow-ups, update the CRM, and show reps how top performers handle objections. Founded in 2020 by former Cutco top-1% seller and McKinsey alum Jake Cronin, the New York company raised a $50M Series B in May 2025 led by SignalFire, bringing total funding to roughly $75M.
Pallet Atlas is a data intelligence platform for logistics that ingests operational data from TMS, WMS, ERP systems, email, and documents, then normalizes and connects customers, subsidiaries, facilities, lanes, and contracts into a single network model. It enriches that model with outside signals like spot rates, lane density, distribution center locations, and weather, and lets operators ask plain-English questions to surface hidden revenue opportunities in seconds instead of days.
Comulate builds AI-powered accounting automation and revenue-intelligence software for large insurance brokers. Its platform handles the industry's most manual, error-prone back-office work - direct billing, cash application, carrier payables and revenue integrity - by extracting data from disparate sources, reconciling it against policy systems, and flagging discrepancies. Founded in 2022 by former Asana and Brex operators Jordan Katz and Michael Mattheakis, the San Francisco company scaled to eight-figure revenue in under three years and raised a $20M Series B led by BOND and Workday Ventures in February 2025.
Endgame is a San Francisco software company building an AI knowledge system for enterprise sales teams. It connects a company's CRM, emails, and call recordings with external sources like news, 10-Ks, and LinkedIn to do account research, meeting prep, deal inspection, and QBRs roughly 100x faster - aiming to turn every seller into a trusted advisor rather than a source of automated spam. Founded in 2021 by Alex Bilmes, the company first helped define the 'product-led sales' category before pivoting to an AI-native platform, and has raised about $47.5M from EQT Ventures, Menlo Ventures, Upfront Ventures, and Unusual Ventures.
Arch is a San Francisco startup building AI marketing and revenue software for home-services contractors - the HVAC, plumbing, electrical, and drain businesses that keep American homes running. Founded in 2023 by Phil Krinner and Sacha Schmitz, Arch plugs into ServiceTitan and public property data to find homeowners likely to need work, catch customers about to churn, and auto-generate email and direct-mail campaigns. The company began by tackling the grunt work of heat-pump sizing and quoting, and has since broadened into an 'autonomous revenue engine' aimed at helping small contractors grow without a marketing department. It raised $6.2M in seed funding in February 2024 from Coatue, Floodgate, Gigascale Capital, ReGen Ventures, and MCJ Collective.
CRED is a San Francisco-based AI company building a predictive intelligence platform that unifies a company's internal systems - CRM, marketing automation, email - with real-time external market signals across more than 200 million companies and 900 million contacts. It enriches records, scores prospects and accounts on fit, churn risk and intent, and pushes automated actions back into existing tools, aiming to give ordinary businesses the kind of forward-looking edge once reserved for hedge funds. The company exited stealth in June 2025 with a $15 million seed round led by defy.vc.
Knode.ai is a New York-based AI company building an agentic sales-management platform that reads a team's own sales calls to figure out what its best reps actually do differently, then turns that into objective scorecards and personalized coaching. Rather than nudging sellers during live calls, Knode analyzes conversations after the fact, benchmarks every rep against the behaviors that correlate with winning, and hands managers evidence-backed feedback they can act on without watching hours of recordings. Founded in 2023 by Riccardo Pellegrini, Henry Katz, and Nicholas Horelik, the company says it has analyzed more than a million sales interactions for high-growth teams.
Sandy Health is a San Francisco healthtech company building an AI-powered operations platform that acts as the financial layer for healthcare. It connects scheduling, intake, eligibility verification, prior authorization, an AI clinical scribe, and revenue intelligence into one system so providers can predict reimbursement before, during, and after every visit. Founded by cancer survivor and MIT-trained engineer Diego Saavedra-Kloss, Sandy targets the administrative friction that drains time and revenue from patient care.
SmarTrak.ai is an AI-native sales engine built by Cisco partners for Cisco partners. It unifies fragmented install-base data pulled from 30-40 sources across Cisco, distributors, partners, and customers, then turns it into prescriptive intelligence that tells channel partners what to sell, when to sell it, and how to grow adoption. Instead of static dashboards, the platform surfaces renewals, upsell gaps, and expansion opportunities so sales, customer success, and operations teams work from a single view of recurring revenue.
VoiceOps is a New York-based AI company that turns customer conversations into structured, decision-ready intelligence. Its platform listens to every call, email, SMS, and chat a B2C business handles, then automatically grades quality, flags compliance risks, coaches reps, and surfaces the patterns that separate top performers from everyone else - no manual prompt-writing required. Founded in 2016 out of Y Combinator, VoiceOps started as a coaching tool for call-center sales teams and has grown into a broader conversation-intelligence agent used by companies in lending, healthcare, education, and home services.

Eric Holmen is the CEO of Revenue Grid, an AI-powered revenue intelligence and sales engagement platform. Over a nearly 30-year run in marketing technology, he has served as CEO, CRO and CMO for fast-growing SaaS companies including Splash, Silverpop, Airship, SmartReply and Ortto. He is known for scaling go-to-market teams, doubling Splash's business through the pandemic, and advising startups and private equity and venture investors on operational execution. A self-taught childhood programmer turned operator, he holds three marketing patents and blends design, data and empathy in how he builds teams.