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RevOps

revops.io

From $75/mo Free plan WebAPI
Visit revops.io
Spec score 8.4 #4 of 26 in Revenue Operations Software

What it is

RevOps is a deal desk, approvals and CPQ platform for configuring deals, pricing, quoting and signing agreements. Its agreement builder creates quotes, syncs CRM data to deals and can send agreements for eSignature. Supported pricing structures include ramp schedules, true-ups, minimum commitments, upsells, cross-sells, co-terming and renewals. Teams can make agreement templates and reusable legal term blocks for orders, renewals, NDAs and other agreements. Approval workflows can automate deal approvals, topic creation and countersigner assignments. Listed integrations include DocuSign, Google Workspace, HubSpot, Salesforce, Slack, Maxio and Chargebee; HubSpot and Salesforce support two-way CRM synchronization. RevOps says it tokenizes sensitive information before it reaches the platform and encrypts sensitive data passing through its system. It states that it is SOC 2 Type 2 compliant and PCI certified. The free plan has no time limit and allows up to five users, two teams, five templates, three workflows and one business profile. Pro is listed at $75 a month per user, with 25 free collaborators, unlimited teams and templates, premium support and implementation services.

Spec sheet

What it does
RevOps is a configure-price-quote and deal-desk platform for collaborating on, approving, pricing, quoting and signing agreements.Read 15 Oct 2026 · revops.io
Product
RevOps describes itself as a deal desk, approvals, and CPQ platform for configuring, collaborating, pricing, quoting, and signing agreements.Read 3 Oct 2026 · revops.io
Audience
The pricing page positions Freemium for new businesses with under 5 go-to-market staff, Pro for teams above 5, and Enterprise for teams above 25 or with dedicated deal desk needs.Read 3 Oct 2026 · revops.io
Integrations
Official integrations include HubSpot, Salesforce, Slack, Google Workspace, DocuSign, Maxio and Chargebee.Read 15 Oct 2026 · revops.io
Security
The security page says RevOps uses data tokenization to redact sensitive information before it reaches the platform and encrypts sensitive data passing through its system.Read 3 Oct 2026 · revops.io
Compliance
The vendor states that RevOps is SOC 2 Type 2 and PCI certified and that peering providers are SOC 2 and GDPR compliant.Read 15 Oct 2026 · revops.io
Support
All plans include email-based standard support; Pro and Enterprise also have premium support with Slack channel support and faster SLAs.Read 3 Oct 2026 · revops.io
Founded
RevOps says it was founded in 2018 by Adam Ballai and John Solis, formerly associated with Twilio, Stripe and PullString.Read 15 Oct 2026 · revops.io
Acquisition
A March 3, 2025 announcement says Maxio acquired RevOps and that the integration was already live.Read 15 Oct 2026 · revops.io
Agreement builder
The agreement builder creates quotes, syncs CRM data to deals, and can send agreements for eSignature from the builder.Read 3 Oct 2026 · revops.io
API pagination
The API list handlers document page, pageLimit, startDate and endDate parameters, with a default page limit of 50 and a maximum of 500.Read 15 Oct 2026 · docs.revops.io
Approval automation
Workflows can route deviations for approval, support team-based and sequential approvals, and apply guardrails to editable fields.Read 15 Oct 2026 · revops.io
Company profile
LinkedIn describes RevOps as a privately held San Francisco technology company founded in 2018 with 11–50 employees.Read 15 Oct 2026 · linkedin.com
CRM requirement
The pricing FAQ says RevOps can be used without a CRM and does not require a user licence in Salesforce or HubSpot.Read 15 Oct 2026 · revops.io
CRM sync
RevOps says its CRM integrations provide two-way data synchronization for HubSpot and Salesforce.Read 3 Oct 2026 · revops.io
Current status
The status page reports all listed systems operational and shows 100% uptime for the preceding 90 days for core services.Read 15 Oct 2026 · status.revops.io
Custom functions
Developers can deploy TypeScript functions using deal data or the RevOps SDK; functions are sandboxed without network or file access and have a 10-second execution limit.Read 15 Oct 2026 · docs.revops.io
Documentation
The knowledge base covers templates, approvals, functions, integrations, signing, SKUs, terms, users and webhooks, with chat and email support.Read 15 Oct 2026 · docs.revops.io
E-signature
Native RevOps eSignature supports click-through, single-signer and pre-signed deals, and DocuSign is also supported.Read 15 Oct 2026 · revops.io
Financial controls
The platform calculates ARR and other financial insights, produces ASC-606 revenue-recognition data and validates commercial terms.Read 15 Oct 2026 · revops.io
Free plan terms
The pricing FAQ says the free plan has no time limit or expiration.Read 3 Oct 2026 · revops.io
Independent incident history
IsDown reports 67 RevOps incidents since July 2023 and cites 2026 incidents involving PDF generation, HubSpot, Functions, CRM sync and login.Read 15 Oct 2026 · isdown.app
Legal entity and investors
Crunchbase identifies the company as RevOps Inc., founded by Adam Ballai and John Solis, privately held, with seed funding and investors including Gradient, Caffeinated Capital and Coatue.Read 15 Oct 2026 · crunchbase.com
Legal workflow
Legal teams can use pre-approved terms, review exceptions and delegate approval ownership for contracts and NDAs.Read 15 Oct 2026 · revops.io
Limit: bugs and downtime
G2 complaints include game-breaking bugs, sales-stopping errors, downtime and delayed issue resolution.Read 15 Oct 2026 · g2.com
Limit: learning curve
Some reviewers find advanced features and RevOps-specific syntax difficult to learn.Read 15 Oct 2026 · g2.com
Limit: perceived cost
A G2 reviewer says pricing may feel high for smaller companies and startups.Read 15 Oct 2026 · g2.com
Limit: reporting and customization
Reviewers request deeper discount reporting, more flexible templates and modules, document diff views and richer text controls.Read 15 Oct 2026 · g2.com
Limit: support after acquisition
Some reviewers say support became less personal after the Maxio acquisition, with Slack access removed and tickets routed through bots or email.Read 15 Oct 2026 · g2.com
Maxio CPQ launch
Maxio's July 8, 2025 release describes Maxio CPQ as combining quote-to-cash automation, dynamic order forms, approvals, templates, guardrails and CRM synchronization.Read 15 Oct 2026 · maxio.com
Praise: approvals and CPQ
Reviewers praise streamlined quote-to-cash workflows, pricing controls, SKU calculations and automated approvals.Read 15 Oct 2026 · g2.com
Praise: CRM synchronization
Reviewers describe accurate, automatic synchronization with Salesforce or HubSpot and automatic population of contract data.Read 15 Oct 2026 · g2.com
Praise: ease of use
G2's review synthesis says users repeatedly value RevOps for ease of use and flexibility.Read 15 Oct 2026 · g2.com
Praise: support
Several G2 reviewers describe the support and customer-success teams as responsive and helpful.Read 15 Oct 2026 · g2.com
Pricing models
Its builder supports ramp schedules, true-ups, minimum commitments, upsells, cross-sells, co-terming, and renewals.Read 3 Oct 2026 · revops.io
Published limits
The Freemium plan lists up to 5 users, 2 teams, 5 templates, 3 workflows, and 1 business profile.Read 3 Oct 2026 · revops.io
Rating on G2
4.6 out of 5 from 31 reviews.Read 15 Oct 2026 · g2.com
Renewals
RevOps provides one-click renewals, automatic co-terminus pricing and access to agreement history.Read 15 Oct 2026 · revops.io
Sales workflow
Sales users can create deals from templates, collaborate on changes, obtain approvals and send finalized agreements for signature.Read 15 Oct 2026 · revops.io
SDK
The built-in SDK exposes Salesforce SOQL querying with connected-user authentication, but the documentation marks the SDK as beta.Read 15 Oct 2026 · docs.revops.io
Security model
RevOps says it minimizes sensitive-data storage and transmission, uses tokenization and allows customer-requested deletion.Read 15 Oct 2026 · revops.io
Templates and SKUs
Templates are intended to reduce deal errors, while SKUs support multiple pricing models and date types.Read 15 Oct 2026 · revops.io
Templates and terms
Users can create agreement templates and reusable legal term blocks for orders, renewals, NDAs, and other agreements.Read 3 Oct 2026 · docs.revops.io
Webhook reliability
Webhook callbacks must return HTTP 200 with the required response text; failed callbacks are retried five times at one-hour intervals and time out after 30 seconds.Read 15 Oct 2026 · docs.revops.io
Webhooks
Webhooks support Deals and Accounts, use GET or POST, and emit events such as deal-created, deal-signed, account-created and account-updated.Read 15 Oct 2026 · docs.revops.io

Plans and prices

Freemium Free $0/user/month free up to 5 users · up to 2 teams · up to 5 templates · up to 3 workflows · 3 documents/month · limited PDF downloads · 1 business profile · email support Read 15 Oct 2026 · revops.io
Pro $75 a month /user/month 25 free collaborators · Unlimited teams and templates · Premium support · Implementation services Read 3 Oct 2026 · revops.io
Pro $75 a month $75/user/month 25 free collaborators · unlimited teams and templates · up to 25 workflows · unlimited PDF downloads · 365 total stored documents · up to 3 business profiles · SSO · premium support Read 15 Oct 2026 · revops.io
Enterprise Priced on request Talk to us /user/month unlimited collaborators, developers, templates and workflows · 1,000 stored documents · unlimited business profiles · custom data-processing agreement · premium support Read 15 Oct 2026 · revops.io

Every RevOps plan and price →

Strong points and limits

Strong points

  • Free plan has no time limit
  • Agreement builder can send for eSignature
  • Two-way CRM sync for HubSpot and Salesforce
  • Approval workflows automate deal tasks
  • Lists SOC 2 Type 2 and PCI compliance

Limits

  • Free plan limits users to five
  • Free plan includes only two teams
  • Pro costs $75 a month per user

Who it suits

The free plan is positioned for new businesses with fewer than five go-to-market staff. Pro is aimed at teams above five, while Enterprise is positioned for teams above 25 or with dedicated deal desk needs.

Verdict

RevOps brings agreement creation, deal approvals and CRM synchronization into one platform, with a no-expiration free tier and paid Pro support options. Check the free-plan limits and Pro per-user price against your team's needs.

Where Specifiction places it

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