UnderstandThe Real StateOf Your Pipeline

Understand the real state of your pipeline, identify emerging client and opportunity risk, and focus teams on the actions that move revenue forward.

Trusted by 800K+ Salesforce users globally

  • G2 Leader, Summer 2026
  • G2 Best Results, Summer 2026
  • G2 Best Support, Enterprise, Summer 2026
  • G2 Fastest Implementation, Enterprise, Summer 2026
  • Slalom
  • Customertimes
  • Foxit
  • Dale Carnegie
  • RAND

Built for clarity

Turn fragmented revenue data into a clear picture of what needs attention

Static CRM deal records show what has already been entered, but rarely explain what is changing, why it matters, or what teams should do next.

Revenue Grid Revenue IQ connects pipeline movement, client engagement, team activity, stakeholder relationships, and opportunity history to show the real state of your business and surface where attention is needed most.

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Spot risk before it impacts revenue

See how your pipeline is changing in real time and understand whether opportunities are actually progressing as expected.

  • Monitor pipeline health, movement, gaps, and opportunity progression across the organization
  • Surface stalled and at-risk opportunities before they impact revenue
  • Automatically validate stage and close dates against real client engagement and business activity

Guide every next step

Understand who is engaging whom, what has changed, and where risk or opportunity is emerging across the relationship.

  • Turn meetings, emails, stakeholder activity, and opportunity history into prioritized actions
  • Use AI and organization-defined rules to keep guidance aligned with how your team sells
  • Push next steps directly into Salesforce, Outlook, Teams, and Slack, with actions updated automatically as work gets done

Understand what drives revenue performance

Go beyond activity counts to understand how relationship teams work, where execution differs, and which behaviors contribute to stronger outcomes.

  • Compare performance, activity, and client engagement across teams, managers, and regions
  • Connect account and opportunity touchpoints to pipeline outcomes
  • Identify coaching opportunities and uncover the patterns behind top-performing teams

Get insights faster

Use Kora Chat to ask questions across your pipeline, accounts, and opportunities and get immediate answers grounded in the same context behind Revenue IQ.

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Kora AI

Kora AI connects CRM data, client activity, meetings, relationship history, and opportunity context to power trusted, source-traceable insights, risks, summaries, and recommended actions aligned with your revenue process.

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Customertimes

Case study

See how Customertimes improved pipeline visibility, cut reporting prep time by 30–40%, and made forecasting more reliable with real-time sales insights.

  • G2 Leader, Summer 2026
  • G2 Best Results, Summer 2026
  • G2 Best Support, Enterprise, Summer 2026
  • G2 Fastest Implementation, Enterprise, Summer 2026
  • AICPA SOC

Transform your Relationship Data into Revenue Intelligence

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