Akoonu

What Akoonu does

Akoonu (operating as Metata LLC) is a Salesforce-native revenue intelligence company founded in 2014 that builds pipeline and forecasting software exclusively inside the Salesforce platform. Its flagship offering is the RevWorks platform, which unifies pipeline visibility, structured forecasting, quota management, scenario modeling, and AI-driven analysis (Oonu conversational BI and Daily Advisor briefings) into a single managed package running on Apex, LWC, and SOQL within the customer's Salesforce org. The company also distributes Pipeline Reviews and Quota Manager as standalone products, plus a free Sales Tracker app for lightweight pipeline visibility. The product architecture is distinctive in that no data ever leaves the Salesforce security boundary — there is no external database, no API key exchange, and no sync layer, in contrast to third-party revenue intelligence platforms that replicate Salesforce data externally.

The company targets B2B revenue teams, primarily sales leaders and RevOps leaders at enterprises using Salesforce, with a horizontal value proposition of replacing spreadsheet-based forecasting and per-seat third-party platforms with native, org-wide-licensed software. Pricing is annual subscription on an org-wide basis (every rep, manager, and executive gets access), with claims of 60-70% lower cost than competitors such as Clari and Gong. Distribution combines the Salesforce AppExchange marketplace, direct enterprise sales with scheduled demos, and a partner program for Salesforce AEs, SIs, and consultants. Marketing is content-led via a 60+ post blog, an extensive video library, and detailed comparison pages against named competitors.

The company has operated as a Salesforce ISV Partner since 2017, has won the Salesforce Demo Jam (2021), and reports a 5.0 AppExchange rating across 28 verified reviews with zero breaking changes across every Salesforce release cycle. The firm is small (1-10 employees per firmographic data, headquartered in Livingston, Montana), serves a roster of enterprise customers including Honeywell, Thales, Avery Dennison, Teamworks, KORE, and StreetLight Data, and is led by founder Jeff Freund with a Chief Growth Officer (Dave Stone) and a board including Darlene Mann, Dave Brock, and Evan Liang. AI features integrate with Anthropic Claude, OpenAI, and Salesforce Einstein, and are Agentforce-compatible and MCP-enabled.

Name

Akoonu

Legal name

Metata LLC

Website

https://akoonu.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Akoonu is a Salesforce-native revenue intelligence company offering pipeline visibility, forecasting, quota management, and AI-driven sales analytics via its RevWorks platform, serving B2B sales and RevOps leaders at enterprises through the AppExchange and Salesforce partner channels.

Ownership category

akta.pro rank

Product category

Revenue Intelligence Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYBPAFAFAJ

Sales Enablement & Revenue Operations (RevOps) Tools & Services

Business & Public Services/Marketing, Advertising & PR Services/Marketing Technology & CRM Services

SECONDARYBPAFAKAG

Account-Based Marketing (ABM) Services

Business & Public Services/Marketing, Advertising & PR Services/Direct Marketing & Lead Generation (Email, Telemarketing, Demand Gen)

Keywords

• Revenue intelligence software
• Salesforce native applications
• Pipeline management platform
• Sales forecasting software
• Revops software platform

Headquarters

HQ city

Livingston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure, Others

Revenue model

1. Subscription Licensing: Annual subscription model with two tiers: RevWorks Basic for operational toolkit (Pipeline Reviews, Workbench, Forecasting, Scenarios, Quota Manager, Custom Data Manager, Sales Methodology, Deal Reviews) and RevWorks AI for full platform with intelligence (Basic plus Oonu, Daily Advisor, AI capabilities). Standalone products available: Pipeline Reviews and Quota Manager.
2. Org-wide Pricing: Org-wide licensing model where every rep, manager, and executive in the Salesforce org gets access—rather than per-user pricing that limits adoption.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Akoonu builds RevWorks, a 100% Salesforce-native SaaS platform that delivers pipeline visibility, structured forecasting, quota management, and AI-powered revenue intelligence for B2B sales organizations. The product is sold as a managed package installed from Salesforce AppExchange and is offered in Basic and AI tiers, with Pipeline Reviews, Quota Manager, and Sales Tracker also available as standalone or free offerings.

Product overview

Akoonu is a Salesforce-native revenue intelligence company offering two standalone products (Pipeline Reviews and Quota Manager) and a unified platform called RevWorks. RevWorks comes in two tiers: RevWorks Basic provides the complete operational toolkit including Pipeline Reviews, Workbench, Forecasting, Scenarios, Quota Manager, Custom Data Manager, Sales Methodology, and Deal Reviews; RevWorks AI adds AI-powered features including Oonu (conversational BI), Daily Advisor (proactive briefings), and AI capabilities across every module. The company also offers Sales Tracker as a free lightweight app. All products are 100% native to Salesforce with no data sync or external storage.

Differentiator

Problem solved

Functional benefit

Brands

• RevWorks: The unified platform for forecasting and pipeline intelligence, including Pipeline Reviews, Forecasting, Workbench, Scenarios, Quota Manager, Oonu, Daily Advisor, and Sales Methodology.
• Pipeline Reviews
• Quota Manager
• Sales Tracker
• Oonu
• Daily Advisor
• Deal Reviews
• Scenarios
• Workbench
• Sales Methodology

Products and services

• RevWorks Platform Unified Salesforce-native revenue operations platform delivering pipeline reviews, forecasting, workbench, deal reviews, scenarios, quota management, custom data management, sales methodology enforcement, Oonu conversational BI, and Daily Advisor. Sold to enterprise B2B revenue teams running Salesforce. Available in Basic and AI tiers with org-wide annual subscription pricing.
• Pipeline Reviews Standalone real-time pipeline visibility product inside Salesforce for sales leaders, RevOps, and reps, with List Views, Flow Views, Health View, Kanban View, change tracking, and pipeline inspection scaling to 10,000+ deals. Available as a standalone entry point into RevWorks or included within RevWorks Basic and AI tiers.
• Quota Manager Standalone quota management product inside Salesforce with inline editing, guided import wizard, bulk operations, rollup calculator, and quota performance tracking that connects to attainment, gap analysis, and forecast trends. Available standalone or as part of RevWorks, with org-wide pricing.
• Sales Tracker Free Salesforce-native app providing lightweight pipeline visibility for sales reps and managers, including a Lightning widget and a full-page tab with hierarchy drill-down. Installs from AppExchange with zero configuration in minutes.

Quantifiable outcome

• Zero breaking changes across 8+ years and every Salesforce release cycle
• +2 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability8 records

Feature8 records

Partnerships

Five partnerships are on record, tiered core and secondary.

• AgentforcecoreTechnology or Integration · 1 January 2025Agentforce-compatible and MCP-enabled. RevWorks AI can run natively on Agentforce using customer's existing Agentforce credits. Custom Agentforce agents can leverage RevWorks capabilities for pipeline analysis, forecast context, deal reasoning, and change detection. Data stays within Salesforce Trust Layer.
• SalesforcecoreTechnology or Integration · 1 January 2017Salesforce ISV Partner since 2017. Akoonu is a managed package on the Salesforce Platform using Apex, LWC, and SOQL. Passed Salesforce's mandatory security review. Zero breaking changes across eight years and every Salesforce release cycle. Supports Salesforce Enterprise, Unlimited, and Performance editions.
• AnthropiccoreTechnology or IntegrationAI provider for Akoonu-Provided AI Mode. Akoonu provisions per-customer Anthropic API credentials stored in customer's Salesforce Named Credentials. Anthropic acts as Akoonu's sub-processor. Under Akoonu's commercial agreement with Anthropic, Anthropic does not use customer inputs or outputs to train AI models.
• OpenAIsecondaryTechnology or IntegrationSupported LLM alongside Anthropic Claude. Available through Customer BYOK Mode where customer provides their own API credentials under their own agreement with OpenAI. Also available through Agentforce Einstein Trust Layer.
• Salesforce AEs, SIs, and ConsultantscoreChannel Partner/ Reseller/ DistributorPartner program for Salesforce Account Executives, System Integrators, and consultants who bring native forecasting to customers. Partners can co-sell, provide services pull-through, and recommend the platform. Partner portal provides discovery questions, pain point guides, customer situation maturity model, and one-pagers for customers, SI partners, and Salesforce AEs.

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat6 records

Key highlights7 records

Customer concentration

• Xx.com/akoonu
• LinkedInlinkedin.com/company/akoonu-inc-

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Akoonu