RevOptics
RevOptics is an AI-based revenue intelligence platform serving mid-market and enterprise marketing teams, connecting CRM and MAP data to deliver automated predictive and prescriptive analytics. The Austin-based company is a subsidiary of Vertify Inc.
- Company typePrivate
- Founded-
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What RevOptics does
RevOptics is an Austin, Texas-based revenue intelligence platform that delivers AI-based automated predictive and prescriptive analytics to marketing teams. Operating as a subsidiary of Vertify Inc., the company targets marketing managers, marketing operations leaders, CMOs, and revenue operations professionals at mid-market and enterprise organizations who need to demonstrate marketing's direct revenue impact and reduce time spent on manual attribution analysis and spreadsheet-based reporting. The company's core offering is the RevOptics Decision Engine, which connects customer relationship management (CRM) and marketing automation platform (MAP) data — primarily from Salesforce and HubSpot — and surfaces a full-funnel buyer journey view, automated data diagnostics, and prescriptive next-best-action recommendations.
The platform's flagship product, Better Monday Recipes, is an automated weekly report delivered every Monday that combines marketing performance statistics, actionable recommendations, data quality diagnostics, and quarterly summaries. The product is architected as a tiered subscription with four levels (Weekly Marketing Recipes, Pro, Growth, Premium), each adding capability modules such as Data Diagnostics, Buyers Journey Analytics, Marketing Impact, Predictive Forecasting, and Ideal Customer Analysis. All tiers include a 21-day free trial and unlimited users, with quote-based pricing for higher tiers. Underlying technology centers on machine learning for data quality analysis (identifying duplicates, missing values, anomalies, and inconsistencies) and predictive analytics for revenue forecasting.
The go-to-market combines a product-led growth motion (self-serve trial with automated onboarding) with sales-assisted engagement for mid-market and enterprise prospects via demo scheduling and contact forms. The company supports demand generation through a content marketing program spanning a blog (Monday Morning Marketer), video library, webinars, and whitepapers, with documented customers including CADimensions, Eagle Eye Networks, and GoEngineer. The team is approximately 11-50 employees, led by CEO Matt Klepac alongside a full executive team, and the company has not disclosed external venture or growth funding.
RevOptics firmographics
Firmographics- Name
- RevOptics
- Legal name
- RevOptics
- Website
- https://revoptics.io
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- RevOptics is an AI-based revenue intelligence platform serving mid-market and enterprise marketing teams, connecting CRM and MAP data to deliver automated predictive and prescriptive analytics. The Austin-based company is a subsidiary of Vertify Inc.
- Ownership category
- akta.pro rank
RevOptics industry classification
Industry- Product category
- Marketing Analytics Software
- NAICS
- Marketing Consulting Services (541613), Marketing Research and Public Opinion Polling (54191)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Personalization, Testing & Conversion Rate Optimization (CRO) (BPAFAFAG)
Keywords
Where RevOptics is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
RevOptics business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS: Tiered subscription model with three main tiers: Weekly Marketing Recipes (entry level with basic weekly reports), Pro (adds data diagnostics and automated real-time reporting), and Growth/Premium (adds buyers journey, marketing impact, predictive forecasting, and ideal customer analysis). All tiers include the first 21 days free.
- CRM/MAP Integration Services: Data integration services connecting CRM (Salesforce) and MAP (HubSpot) platforms to deliver unified analytics. Automated setup within hours with analytics available within 48 hours of activation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Weekly Marketing Recipes - Entry tier with basic weekly Better Monday report |
| Subscription | Annual | Pro - Mid-tier with core analytics and reporting |
| Subscription | Annual | Growth - Upper mid-tier with marketing impact analysis |
| Subscription | Annual | Premium - Top tier with predictive capabilities |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
RevOptics product offering
Product offeringCore offering
RevOptics is an AI-based revenue intelligence platform that connects CRM (Salesforce) and marketing automation platform (HubSpot) data to deliver automated predictive and prescriptive analytics to marketers. Its flagship offering, the Better Monday Report, delivers weekly actionable insights, data diagnostics, full-funnel buyers journey analytics, predictive forecasting, and prescriptive next-best-action recommendations to help marketers measure and accelerate revenue impact.
Product overview
RevOptics is an all-in-one revenue intelligence platform that delivers AI-based, automated predictive and prescriptive analytics to marketers. The core offering centers on the RevOptics Platform and its flagship Better Monday Recipes feature — a weekly automated marketing report delivering actionable insights and next actions. The platform operates on a tiered module architecture: the Pro tier adds Data Diagnostics, Automated Real Time Marketing Performance Reporting, and Buyers Journey Analytics; the Growth tier adds Marketing Impact; and the Premium tier adds Predictive Forecasting and Ideal Customer Analysis. All tiers include the core Better Monday Recipes feature.
Differentiator
Problem solved
Functional benefit
Products and services
- RevOptics Platform All-in-one revenue intelligence platform that connects marketing and sales data to deliver AI-based, automated predictive and prescriptive analytics to marketers, available in tiered subscription plans (Weekly Marketing Recipes, Pro, Growth, Premium).
- Better Monday Recipes Automated weekly marketing report delivered every Monday containing marketing stats, actionable recommendations, data diagnostics, automated insights, and comprehensive quarterly reports to help marketers identify and focus on revenue-driving activities.
Quantifiable outcome
- Time savings: From 6 hours/week of data analysis to 30 minutes/week
- +2 more outcomes
Companies that use RevOptics
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
RevOptics technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability5 records
Feature5 records
RevOptics partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and flagship.
- HubSpotcoreHubSpot is a primary marketing automation platform integration. RevOptics connects to HubSpot to pull marketing data, enabling automated analytics within 48 hours of activation. Users enter HubSpot credentials and the platform begins collecting and organizing data automatically.
- SalesforcecoreSalesforce is a primary CRM integration. RevOptics connects to Salesforce to pull customer and sales data, enabling complete buyer picture analytics. The platform combines Salesforce CRM data with HubSpot MAP data for unified reporting.
- VertifyflagshipRevOptics is a product of Vertify Inc., created as an expansion of Vertify's vision to deliver AI-based, automated predictive and prescriptive analytics. Vertify originally focused on aligning data and teams for real-time data flow; RevOptics extends this vision with weekly 'recipe for success' analytics for marketers. RevOptics is marketed as 'a Vertify Company'.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
RevOptics competitors and assessment
Company assessmentDirect peers
- Dreamdata: Dreamdata is a B2B marketing attribution and revenue intelligence platform that unifies CRM and MAP data to show marketing's impact on revenue. Highly comparable to RevOptics in targeting RevOps and marketing leaders with multi-touch attribution and revenue analytics.
- HockeyStack: HockeyStack is an AI-powered B2B marketing analytics and attribution platform focused on connecting marketing activity to pipeline and revenue. Comparable to RevOptics in its AI decision engine approach and target buyer (B2B RevOps and CMOs).
- Ruler Analytics: Ruler Analytics is a marketing attribution tool that closes the loop between CRM revenue and marketing source data. Comparable to RevOptics in connecting CRM/MAP data to demonstrate revenue impact for marketers.
- Wicked Reports: Wicked Reports provides multi-touch marketing attribution and predictive analytics for advertisers and marketers. Comparable to RevOptics in its attribution-plus-prescriptive-analytics approach.
- Northbeam: Northbeam is a marketing attribution and analytics platform that helps brands understand true channel performance and incremental revenue. Comparable to RevOptics in offering attribution plus prescriptive recommendations for marketing investment.
- CaliberMind: CaliberMind is a B2B revenue intelligence platform that connects marketing, sales, and customer success data for full-funnel analytics. Comparable to RevOptics in its RevOps buyer focus, predictive scoring, and prescriptive guidance.
- Triple Whale: Triple Whale is a marketing analytics and attribution platform with a decision-engine-style daily summary for marketers. Comparable to RevOptics in its automated daily/weekly insights delivery and prescriptive recommendations, though skewed to ecommerce.
- Attribution.app: Attribution.app provides multi-touch marketing attribution and revenue analytics with native CRM/MAP integrations. Comparable to RevOptics in the attribution category serving marketing and RevOps buyers.
Broad incumbents
- HubSpot Marketing Hub: HubSpot's Marketing Hub is a broad marketing automation and analytics platform and a core integration partner of RevOptics. It overlaps with RevOptics's analytics and reporting capabilities but as part of a much wider suite.
- Salesforce Marketing Cloud / Pardot: Salesforce's Marketing Cloud and Pardot (Account Engagement) are broad CRM-attached marketing analytics and engagement platforms, and a core integration partner of RevOptics. They overlap with RevOptics's attribution and revenue intelligence use cases but at enterprise scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
RevOptics financial estimates
Financial estimateRevenue estimate
Valuation estimate
RevOptics leadership team
Management profileNumber of profiles
Profiles8 records
RevOptics funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RevOptics 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 RevOptics
What does RevOptics do?
RevOptics is an AI-based revenue intelligence platform that connects CRM (Salesforce) and marketing automation platform (HubSpot) data to deliver automated predictive and prescriptive analytics to marketers. Its flagship offering, the Better Monday Report, delivers weekly actionable insights, data diagnostics, full-funnel buyers journey analytics, predictive forecasting, and prescriptive next-best-action recommendations to help marketers measure and accelerate revenue impact.
Is RevOptics a public or private company?
RevOptics is a private company. It is classified as corporate owned and is currently operating.
When was RevOptics founded?
RevOptics was founded in -1. It employs 11 to 50 people.
Where is RevOptics based?
RevOptics is headquartered in Austin, United States, in the North America region.
How does RevOptics make money?
Two revenue lines are on record. Subscription SaaS are the primary driver. The others are CRM/MAP Integration Services.
Who are RevOptics's main competitors?
Direct peers on record are Dreamdata, HockeyStack, Ruler Analytics, Wicked Reports, Northbeam, CaliberMind, Triple Whale and Attribution.app. Broad incumbents are HubSpot Marketing Hub and Salesforce Marketing Cloud / Pardot.
Does RevOptics have an API?
No public API is recorded for RevOptics.
What industry is RevOptics in?
RevOptics's product category is Marketing Analytics Software. Its primary akta.pro industry code is BPAFAFAJ, Sales Enablement & Revenue Operations (RevOps) Tools & Services, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 541613 and its SIC code is 7372.