10 best revenue operations software for marketing agencies

Struggling with billing delays, disconnected tools, or slow onboarding? Standard customer relationship management (CRM) and billing platforms weren’t built for the realities of agency life, where scope changes are constant, client needs evolve quickly, and misalignment between teams can stall revenue.

Revenue Operation (RevOps) software brings marketing, sales, and customer success teams into alignment, streamlining proposals, centralizing data, and automating key workflows across the client lifecycle.

For agencies, the right RevOps solution can improve cash flow, reduce manual work, and help deliver a more consistent, professional experience at every stage.

Below, we explore 10 standout RevOps tools to help you compare features, evaluate tradeoffs, and choose the one that fits your agency’s goals and operations.

Ignition is a purpose-built RevOps platform for service-based businesses like marketing and digital agencies. It eliminates time-consuming admin and automates revenue generation across every stage of the client lifecycle.

With a single platform for leads, proposals, contracts, billing, payments, and renewals, Ignition helps agencies streamline operations and grow revenue faster. 

Key features include:

• Pipeline management with lead-to-cash automation that connects every step, from proposal to payment, in one seamless workflow 
• Proposal templates and bulk creation tools to customize proposals quickly and scope services clearly 
• Automated billing and payment collection, including instant billing for ad-hoc work and upfront payment capture to eliminate accounts receivable
• Business insights dashboard that provides real-time visibility into key revenue metrics, helping you forecast and grow predictably 
• Robust integrations with accounting, workflow, and CRM tools to optimize your tech stack and reduce double-handling 

Gong is RevOps software that helps agencies and other businesses align revenue teams and gain clearer insights into sales performance. It analyzes customer interactions to assess overall pipeline health.  

Some of Gong’s top features include:

• Conversation Intelligence that records and analyzes meetings, calls, emails, and other communications for performance insights
• AI-driven forecasting that evaluates customer and sales interactions to generate pipeline forecasts 
• Pipeline visibility and deal intelligence to flag stalled or at-risk deals early 

That said, Gong’s sales-centric focus may not suit marketing agencies. It offers limited workflow automation and comes at a higher price point. 

Gong excels at analyzing customer interactions and pipeline health, but it’s built primarily for B2B sales teams, not for agencies with service-based workflows. Ignition, by contrast, is tailored for professional services, like agencies, providing a practical, all-in-one RevOps solution that supports the entire client lifecycle. 

HubSpot’s Operations Hub helps automate different business processes and simplify data management to improve efficiency and break down silos between sales, service, and marketing teams. It supports RevOps by centralizing data, improving collaboration, and connecting tools through integrations.

A few of HubSpot Operations Hub’s main features include:

• Custom reporting for cross-functional performance tracking
• Data quality automation to clean and standardize CRM data for accuracy 
• Programmable automation using JavaScript for more complex processes 

There are some limitations, especially for marketing agencies. Advanced customization can require technical knowledge, and workflow automation is often too generic to support specialized agency needs. Additionally, covering the full revenue lifecycle (like proposals, billing, and payment collection) typically requires multiple HubSpot products.

Many agencies already use HubSpot and may not want to switch platforms. Conveniently, Ignition integrates with HubSpot via Zapier, giving teams access to agency-specific tools, like tailored proposals and billing automation, while getting more value from their existing tech stack. 

Salesforce Revenue Cloud isn’t a standalone revenue operations platform. It’s part of the broader Salesforce ecosystem. It’s designed to manage the full revenue lifecycle within Salesforce, using automation and other tools to manage operations more effectively.

Salesforce Revenue Cloud’s key features include:

• Automated billing and invoicing for more accurate financial management 
• Real-time revenue intelligence and predictive analytics for deeper visibility into performance 
• Configure, Price, Quote (CPQ) tools to simplify complex pricing and generate quotes quickly

For agencies already using Salesforce, this solution may offer some convenience. But for others, it can be expensive and often requires significant customization. It’s built with larger enterprises in mind.

Salesforce Revenue Cloud is powerful but complex, with features geared toward high-volume organizations. Ignition is purpose-built for agencies, offering billing, proposals, and client management without the overhead.

Clari is a Revenue Orchestration Platform that leverages artificial intelligence (AI) and Revenue Context to help businesses improve sales engagement, pipeline management, and customer retention. It’s designed to support predictive growth with real-time insights and data-driven decision-making. 

Clari’s top features include:

• RevAI Copilot, an AI assistant that suggests follow-up actions and supports revenue-generating tasks
• AI-driven forecasting and deal inspection for revenue predictions and deal analyses
• Dashboards that offer real-time pipeline visibility and performance analytics

Clari excels at sales forecasting and pipeline analytics and is primarily built for enterprise sales teams. For many marketing agencies, it may feel complex and more focused on sales metrics than service delivery.

Ignition offers a simpler, more relevant alternative, helping agencies manage proposals, billing, and client relationships with tools built for their workflows.

DealHub is a sales engagement platform that streamlines the full deal lifecycle, supporting faster, more efficient sales operations. It covers everything from quote generation to billing and subscription management. 

Some of DealHub’s main features include:

• Contract and approval workflows with automated contract creation and multi-stage approval paths to speed up deal closures
• Guided selling and dynamic CPQ for quote configuration
• Revenue management and subscription billing to simplify quote-to-cash processes 

While DealHub offers integrated payment processing (a feature many RevOps tools lack), it’s heavily sales-centric and may feel overly complex for small to midsize marketing agencies. It’s also on the higher end of the pricing spectrum.

Compared to DealHub, Ignition provides a purpose-built alternative with agency-specific workflows, flexible billing tools, and a simpler path from proposal to payment.

Salesloft is an AI-powered sales engagement platform that helps optimize pipeline health through seamless outreach and centralized communication across channels, calls, and emails. It delivers engagement-backed strategies designed to drive revenue growth and improve sales efficiency.

Salesloft’s key features for RevOps include:

• Cadence for automated multi-channel outreach 
• Comprehensive analytics with unified dashboards and performance insights 
• Rhythm and Conductor AI to suggest next best actions and prioritize daily tasks

Salesloft is built for sales engagement, not agency operations. Its focus on outreach and pipeline health means it doesn’t include key features that marketing agencies rely on, like automated proposals or project tracking.

Ignition offers a more intuitive experience, with built-in invoicing and tools tailored for service-based client work.

Substrata is an AI-powered platform built around social signal intelligence for sales professionals. It’s designed to optimize deal outcomes and improve sales performance with real-time coaching and actionable insights.

Some of Substrata’s main features include:

• Social signal intelligence that analyzes verbal and non-verbal cues during calls and meetings
• Behavioral analytics for tracking emotional and conversational patterns to improve team performance 
• Real-time coaching and a next-move wizard to guide responses and messaging 

Substrata’s strength lies in analyzing buyer behavior through AI and social signal intelligence. But for marketing agencies, it falls short. It doesn’t offer billing tools, onboarding capabilities, or support for the full client lifecycle.

Unlike Substrata’s narrow sales focus, Ignition offers a scalable solution designed specifically for agencies, supporting everything from proposals to payments in one connected workflow.

Revenue Grid is revenue intelligence software that helps teams understand and improve the sales pipeline. Its main purposes are providing data-driven insights and improving forecasting for more predictable revenue and better operational efficiency.

Notable features include:

• Automatic activity capture and email sync with CRMs to reduce manual data entry
• Multi-channel sales engagement and workflow automation for streamlined outreach
• Customizable interactive analytics and forecasting dashboards for sales pipeline visibility 

Revenue Grid isn’t the ideal choice for RevOps for marketing agencies, mainly due to its heavy reliance on complex CRM systems. It also focuses more on sales pipeline management than on supporting the full client lifecycle.

It may suit sales engagement needs, but its limitations make it less effective for agencies. Ignition goes further, offering an all-in-one solution with agency-specific features, user-friendly design, and broader revenue support.

BoostUp.ai is a revenue intelligence platform that uses AI to improve forecasting and streamline sales processes. It helps teams identify risks and revenue opportunities for more predictable, scalable growth. 

Some of BoostUp.ai’s top features include:

• Multi-dimensional forecasting for increased accuracy across different revenue models 
• Revenue Business Intelligence (RevBI) self-serve platform for building reports and dashboards 
• Automated activity capture for calls, emails, and calendars, with CRM integration for better data accuracy 

BoostUp.ai doesn’t offer marketing-specific analytics and depends on multiple CRM and data integrations, which can limit its value. It’s also one of the more expensive options.

For marketing agencies, the platform may feel overly complex and lacking in relevant features. Ignition, by contrast, provides agency-focused analytics, billing, and proposal tools, all in one platform to boost efficiency. 

Running a marketing agency doesn’t leave much time for evaluating tools, but rushing into the cheapest option can backfire. Missed revenue, delayed payments, and wasted hours on manual work can end up costing far more in the long run. Focusing on the right criteria will help you make an informed decision faster. 

Which features are non-negotiable for your marketing agency? 

• Automation 
• Reporting and analytics 
• Customizable dashboards 
• Pipeline and revenue management 

Look for functionality that supports the full customer journey, not just top-of-funnel activity, to get the best return on investment (ROI). Ask yourself: Which tool will help us get paid faster, reduce admin, and scale without adding headcount?

Ignition checks all those boxes. As an agency-specific RevOps solution, it offers the automated features and pipeline management capabilities you need to run more efficiently and grow with confidence.

To streamline processes and eliminate silos, your RevOps tool needs to integrate with the rest of your tech stack. Seamless integrations make it easier to manage operations in one place, without switching between disconnected apps.

Which integrations should a RevOps tool support? 

• CRM systems, like HubSpot 
• Scheduling tools, like Google Calendar 
• Email platforms, like Gmail
• Marketing automation tools, like Mailchimp
• Billing and payment systems, like QuickBooks 

Ignition supports all of these integrations through Zapier, plus additional integrations for workflow automation, client surveys, and scheduling, giving your agency more flexibility without adding complexity.

A user-friendly interface makes a RevOps tool more scalable, reducing the need for extensive training and helping team members cut down on repetitive tasks as the business grows. Ease of use also helps RevOps teams get up and running quickly, minimizing downtime and avoiding disruptions.

Scalable tools offer customizable workflows and flexible integrations, giving your agency the ability to adapt as client needs and internal processes evolve. Look for an intuitive design, accessible support, and a simple setup to ensure long-term usability.

Ignition delivers on both fronts, combining ease of use with scalable features like actionable dashboards, seamless integrations, and automation. 

Choosing RevOps software solutions that prioritize security and compliance is essential. Without them, your agency risks losing client trust and facing potential legal consequences. Strong data security features help protect sensitive information (like client payment details) from breaches, while compliance tools ensure you meet industry regulations. 

At a minimum, your RevOps solution should include:

• End-to-end encryption
• SOC 2 certification for security compliance 
• Multi-factor authentication (MFA)
• Network security 
• Vulnerability management 

Ignition includes all of these features and more, helping your agency keep sensitive data secure and stay compliant at every stage.

RevOps is evolving, moving beyond CRM to full lifecycle automation that includes contracts, billing, and revenue forecasting. Marketing agencies are embracing tools that support AI, automation, integration, and even Web3 to work more efficiently and deliver seamless client experiences. 

Ignition keeps pace with these changes. Its flexible platform evolves with your agency, offering features like Forms for seamless client data collection and Deals to manage your pipeline with greater visibility. With built-in billing, automated payments, and integrations that connect to your existing tools, Ignition helps you streamline every stage of the client journey so you can grow your revenue without growing your admin load.