RevOps
RevOps operated a cloud-based CPQ and modern Deal Desk platform that helped B2B SaaS companies automate agreement creation, approvals, and revenue recognition, serving customers from early-stage startups to unicorns before its March 2025 acquisition by Maxio.
- Company typePrivate
- Founded2018
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What RevOps does
RevOps, Inc. was a privately held B2B SaaS company founded in 2018 in San Francisco by Adam Ballai and John Solis, operating a cloud-based Deal Desk and CPQ platform targeting software companies from early-stage startups through unicorns. The platform combined an Agreement Builder, CPQ module, an Approvals/Workflows engine supporting 45 configurable conditions, Term Guardrails, and built-in eSignature to enable template-driven creation of complex sales agreements with native support for usage-based pricing models and ASC-606 revenue recognition data generated directly in the CRM. Core integrations included bidirectional sync with HubSpot and Salesforce, DocuSign, Slack, Chargebee, and Stripe, with developer APIs exposed via docs.revops.io. The company operated a sales-led go-to-market motion with quote-based annual subscription pricing and a free-trial entry point, supported by content marketing (blog, resource library, webinars) and distribution through the HubSpot marketplace. RevOps raised $6.7 million in total seed funding across a February 2020 initial round and an October 2021 follow-on led by Caffeinated Capital, Coatue Management, and Google's Gradient Ventures, before being acquired by Maxio in March 2025 and ceasing to operate as an independent entity.
RevOps firmographics
Firmographics- Name
- RevOps
- Legal name
- RevOps, Inc.
- Website
- https://revops.io
- Company type
- Private
- Founded year
- 2018
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- RevOps operated a cloud-based CPQ and modern Deal Desk platform that helped B2B SaaS companies automate agreement creation, approvals, and revenue recognition, serving customers from early-stage startups to unicorns before its March 2025 acquisition by Maxio.
- Ownership category
- akta.pro rank
RevOps industry classification
Industry- Product category
- Sales Operations Software (CPQ and Deal Desk)
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK)
- akta.pro secondary industries
- Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ), Sales Force Automation (SFA) CRM (HDAEAFAA), Customer Success & Account Management CRM (HDAEAFAD)
Keywords
Where RevOps is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
RevOps business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Platform): Subscription-based platform access for Deal Desk, CPQ, and agreement automation. Pricing not publicly disclosed - requires demo/sales consultation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based / Not publicly disclosed |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels7 records
RevOps product offering
Product offeringCore offering
RevOps sells a cloud-based CPQ and Modern Deal Desk platform purpose-built for B2B SaaS companies. The platform enables sales teams to configure, price, quote, approve, and sign deals using a template-driven Agreement Builder, an automated Workflows/Approvals engine, and guardrails, while syncing data bidirectionally with HubSpot and Salesforce and embedding ASC-606 compliant revenue recognition and ARR insights.
Product overview
RevOps is a CPQ + Modern Deal Desk Platform designed as a unified revenue acceleration platform. The core offering consists of the RevOps Deal Desk Platform integrated with CPQ (Configure, Price, Quote) capabilities and an Agreement Builder. Key modules include an Approvals Engine and Workflows for automating deal review cycles, eSignature (both built-in and DocuSign integration) for collecting signatures, and building blocks including Pricing Table, Term, Signature, Attachment, Table, Image, Rich Text, and Deal Expiration components. Guardrails and Term Guardrails provide control mechanisms for deal consistency. The platform integrates natively with HubSpot, Salesforce, DocuSign, Maxio, Chargebee, and Slack to enable streamlined quote-to-cash workflows. Founded in 2018, the company was acquired by Maxio in March 2025.
Differentiator
Problem solved
Functional benefit
Products and services
- RevOps Deal Desk Platform Cloud-based Deal Desk platform for B2B SaaS companies that enables sales teams to close deals faster with template-driven agreement creation, automated approvals, CRM bidirectional sync, built-in eSignature, and a centralized agreement repository. Designed for software businesses selling subscription-based or complex deals.
- CPQ (Configure, Price, Quote) Configure, Price, Quote module that enables sales teams to create error-free deals faster using templates, manage complex pricing models including usage-based pricing with built-in overage rates, and streamline quoting from configuration through signature.
- Agreement Builder Visual agreement creation tool that allows users to build proposals from predefined templates. Includes reusable terms, pricing tables, anchored dates, overage SKUs, and support for complex pricing structures for B2B SaaS sales.
- Approvals Engine Flexible approval workflow engine that automates deal review cycles. Supports granular, section-level approvals with configurable conditions and topic-based assignment so different approvers can be routed based on deal attributes.
- Workflows Automation engine for approval processes that lets admins define deviations requiring approval, set 45 conditions for approval triggers, and automate stakeholder notifications based on deal attributes.
- eSignature Built-in electronic signature capability supporting multiple signature types (Click-through, Single signer, Pre-signed deal) and integrating with DocuSign for external signature collection on deals.
Quantifiable outcome
- Decreased contract errors by nearly 100%
- +2 more outcomes
Companies that use RevOps
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles2 records
RevOps technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature9 records
RevOps partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered flagship and core.
- MaxioflagshipMaxio acquired RevOps in March 2025. The companies had a multi-year partnership with one in four RevOps customers also being Maxio customers - the highest ratio among RevOps' customer billing cohort. Platforms already had strong data connectivity through mutual CRM partners.
- HubSpotcoreCRM integration partner. RevOps Agreement Automation was launched into the HubSpot marketplace. Bidirectional sync with HubSpot CRM.
- SalesforcecoreCRM integration partner. Bidirectional sync with Salesforce. Supports custom field mappings including line item descriptions and term language.
- DocuSigncoreE-signature integration partner. Supports DocuSign alongside built-in RevOps eSignature for fast, secure deal signing.
- SlackcoreCollaboration and notification integration. RevOps Bot sends notifications via Slack for deal approvals, workflow triggers, and CRM sync errors. Supports both public and private channels.
Scale indicators4 records
Recent moves5 records
Expansion highlights6 records
RevOps competitors and assessment
Company assessmentDirect peers
- DealHub: DealHub provides a CPQ and Deal Desk platform with quote-to-revenue workflows, contract generation, and approval automation — the closest direct competitor to RevOps in mid-market B2B SaaS quoting and agreement automation.
- Conga: Conga (including the former Apttus CPQ product) offers CPQ, CLM, and document automation for complex B2B sales — a direct competitor in enterprise quoting, contract generation, and approval workflows that overlap heavily with RevOps' Deal Desk feature set.
- PandaDoc: PandaDoc offers proposal, CPQ, and eSignature workflows for sales teams, with a more self-serve / PLG pricing model — a direct competitor in agreement automation, particularly for the early-stage SaaS segment RevOps targets.
- PROS: PROS provides AI-driven pricing, configure-price-quote, and revenue management software for B2B sales — comparable to RevOps in its CPQ and deal-pricing focus, though typically serving larger enterprise customers.
Broad incumbents
- Salesforce Revenue Cloud: Salesforce's bundled CPQ and billing solution (formerly Steelbrick / Salesforce CPQ) is the largest incumbent in CPQ, deeply integrated with the Salesforce CRM ecosystem that RevOps also integrates with — making it both a partner-channel and a competitor.
- DocuSign CLM: DocuSign's Contract Lifecycle Management (CLM) suite competes with the contract/agreement automation portion of RevOps' Deal Desk — including eSignature, template management, and approval workflows — as part of a broader document and agreement platform.
- HubSpot Sales Hub: HubSpot's Sales Hub includes quoting, deal management, and approval features natively within its CRM. As a RevOps integration partner and a source of inbound leads, HubSpot is both an adjacent competitor (bundled CPQ) and a distribution channel via the HubSpot marketplace.
- Zuora: Zuora is a subscription billing and revenue management platform serving SaaS and subscription businesses. It competes with the billing side of RevOps' ecosystem (alongside Maxio and Chargebee) and overlaps with usage-based pricing support.
Others
- Maxio: Maxio (formerly SaaSOptics + BILL Subscriptions) is a SaaS billing and revenue recognition platform that acquired RevOps in March 2025. Post-acquisition, it is the parent company — billing/RevRec is adjacent to RevOps' quoting layer in the B2B SaaS finance stack.
Emerging players
- Chargebee: Chargebee is a subscription billing platform that has expanded into CPQ-adjacent quoting workflows for SaaS companies — comparable to RevOps in target customer (B2B SaaS) and overlap in usage-based billing, while competing on the broader quote-to-cash stack.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
RevOps social profiles
Digital presenceRevOps financial estimates
Financial estimateRevenue estimate
Valuation estimate
RevOps leadership team
Management profileNumber of profiles
Profiles5 records
RevOps funding detail
Funding detailFunding overview
Funding rounds2 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RevOps M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RevOps
What does RevOps do?
RevOps sells a cloud-based CPQ and Modern Deal Desk platform purpose-built for B2B SaaS companies. The platform enables sales teams to configure, price, quote, approve, and sign deals using a template-driven Agreement Builder, an automated Workflows/Approvals engine, and guardrails, while syncing data bidirectionally with HubSpot and Salesforce and embedding ASC-606 compliant revenue recognition and ARR insights.
Is RevOps a public or private company?
RevOps is a private company. It is classified as corporate owned and is currently acquired.
When was RevOps founded?
RevOps was founded in 2018. It employs 11 to 50 people.
Where is RevOps based?
RevOps is headquartered in San Francisco, United States, in the North America region.
How does RevOps make money?
One revenue line is on record: saaS Subscription (Platform).
Who are RevOps's main competitors?
Direct peers on record are DealHub, Conga, PandaDoc and PROS. Broad incumbents are Salesforce Revenue Cloud, DocuSign CLM, HubSpot Sales Hub and Zuora. Maxio is listed as an others. Chargebee is listed as an emerging player.
Does RevOps have an API?
Yes. RevOps offers API capabilities for automating post-close operations. The company provides developer documentation at docs.revops.io for API integration purposes. Developer documentation is at docs.revops.io.
What industry is RevOps in?
RevOps's product category is Sales Operations Software (CPQ and Deal Desk). Its primary akta.pro industry code is HDAEAFAK, CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions, with a secondary code of BPAFAFAJ, Sales Enablement & Revenue Operations (RevOps) Tools & Services. Its NAICS code is 513210 and its SIC code is 7372.