Lative
lative.ai
What it is
Lative is a web-based go-to-market planning and decision intelligence platform for CROs, RevOps teams and Finance teams. Its Planning module uses live capacity models for short- and long-term plans and what-if scenarios. Teams can track quota attainment, pipeline health and coverage against plan, along with revenue per rep, ramp times, tenure performance and pipeline contribution across dimensions including team, territory, product, individual, segment and opportunity type. Marketing Intelligence connects campaigns, attribution signals and pipeline interactions to revenue. The product page says Agentic AI generates executive summaries from go-to-market data. Lative supports 150+ data sources, including native Salesforce Sales Cloud and HubSpot connections and connections to HRIS, finance platforms and data warehouses such as Snowflake. Starter is $5,000 a year for up to 20 quota-bearing reps; Growth is $10,000 a year for 21 to 150 reps. Enterprise is custom priced for organizations with 151 or more reps. Pricing is on request, there is no free plan, and the free trial through Salesforce AppExchange is available only to Salesforce.com customers.
Spec sheet
- Product
- Lative describes itself as an AI-native go-to-market planning and decision intelligence platform connecting marketing intelligence to sales execution.Read 4 Oct 2026 · lative.ai
- Audience
- The platform is built for CROs, RevOps teams, and Finance teams.Read 4 Oct 2026 · lative.ai
- Integrations
- Lative says it supports 150+ data sources, with native connections to Salesforce Sales Cloud and HubSpot and connections to HRIS, finance platforms, and data warehouses including Snowflake.Read 4 Oct 2026 · lative.ai
- Security
- Lative says it stores operational data only, not CRM records or customer personally identifiable information, and directs customers to its team for detailed security documentation or compliance requirements.Read 4 Oct 2026 · lative.ai
- Headquarters
- The company lists an address in San Francisco, California, United States.Read 4 Oct 2026 · lative.ai
- Additional instance fees
- The pricing FAQ says additional fees apply for each extra connected CRM instance.Read 4 Oct 2026 · lative.ai
- AI feature
- The product page says Agentic AI generates executive summaries from go-to-market data.Read 4 Oct 2026 · lative.ai
- Execution tracking
- Lative tracks quota attainment, pipeline health, and coverage against plan in one view.Read 4 Oct 2026 · lative.ai
- Marketing intelligence
- Its Marketing Intelligence module connects campaigns, attribution signals, and pipeline interactions to revenue.Read 4 Oct 2026 · lative.ai
- Planning
- Its Planning module uses live capacity models and supports short- and long-term plans and what-if scenarios.Read 4 Oct 2026 · lative.ai
- Productivity insights
- The platform tracks revenue per rep, ramp times, tenure performance, and pipeline contribution across dimensions.Read 4 Oct 2026 · lative.ai
- Salesforce setup
- The pricing page says Salesforce Sales Cloud onboarding takes around 30 minutes and AppExchange installation can take approximately 20 minutes.Read 4 Oct 2026 · lative.ai
- Trial limitation
- The pricing page says a free trial from Salesforce AppExchange is available for Salesforce.com customers only.Read 4 Oct 2026 · lative.ai
Plans and prices
Strong points and limits
Strong points
- Plans with live capacity models and what-if scenarios
- Tracks quota attainment, pipeline health and coverage
- Connects campaigns and attribution signals to revenue
- Supports 150+ data sources
- Forecasts across six listed dimensions
Limits
- No free plan
- AppExchange trial is limited to Salesforce.com customers
- Additional connected CRM instances incur fees
- Pricing is on request
Who it suits
Lative is aimed at CROs, RevOps teams and Finance teams planning and monitoring go-to-market performance. Its integrations and planning dimensions may suit organizations connecting sales, marketing and operational data.
Verdict
Lative links planning, execution tracking and marketing intelligence, with integrations across many data sources. Compare the stated annual plan prices and rep ranges, and confirm the costs for extra CRM instances.
Where Specifiction places it
- Revenue Operations & Intelligence (RO&I) Software#8 of 227.9
- Quota Management Software#10 of 257.8
- Revenue Planning Software#13 of 267.7
- Sales Capacity Planning Software#12 of 187.6