Forma.ai vs RevOps
Forma.ai
forma.aiRevOps
revops.ioSide by side
| Figure | Forma.ai | RevOps |
|---|---|---|
| Price from | — | $75/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 3 | 4 |
| Spec score · Revenue Operations Software | 8.0 (#8) | 8.4 (#4) |
| Compliance | Forma.ai says it undergoes annual certifications and audits for SOC 1 and SOC 2 compliance. | The vendor states that RevOps is SOC 2 Type 2 and PCI certified and that peering providers are SOC 2 and GDPR compliant. |
| Integrations | Forma.ai advertises more than 200 pre-built integrations for CRM, ERP, HRIS and other sources; another product page states 600+ available integrations. | Official integrations include HubSpot, Salesforce, Slack, Google Workspace, DocuSign, Maxio and Chargebee. |
| Product | Forma.ai is AI-powered enterprise sales compensation software combining sales planning with incentive compensation. | RevOps describes itself as a deal desk, approvals, and CPQ platform for configuring, collaborating, pricing, quoting, and signing agreements. |
| Rating on G2 | 4.7 out of 5 from 65 reviews | 4.6 out of 5 from 31 reviews. |
| Security | Security controls include vulnerability management, user authentication checks, third-party penetration testing, and encryption for data at rest and in transit. | 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. |
| Support | Forma.ai lists phone support at +1 (833) 367-6224 and email support at [email protected]. | All plans include email-based standard support; Pro and Enterprise also have premium support with Slack channel support and faster SLAs. |
| What it does | Forma.ai is an AI-powered enterprise sales-performance platform combining sales planning with incentive compensation. | RevOps is a configure-price-quote and deal-desk platform for collaborating on, approving, pricing, quoting and signing agreements. |
Plans
Forma.ai
- AI-ConfiguratorPriced on request
- CompOps PlatformPriced on request
- Onboarding & ImplementationPrice not published
In their own words
Forma.ai
Forma.ai is AI-powered enterprise sales compensation software that combines sales planning and incentive compensation. Its platform brings territory planning, quota setting, and incentive programs into one data platform. Users can configure incentive structures with AI-powered tools and guided templates without technical skills, then test changes through financial modeling and deploy modeled changes instantly. The platform can ingest, validate, clean, and transform data from an unconstrained number of sources; its homepage states it has 600+ pre-built integrations. Automated workflows cover compensation tasks, approvals, exceptions, and disputes. Reporting includes payee and performance results, accruals, commission amortization, compensation budgets, and performance forecasts. Forma.ai describes the product as built for complex go-to-market organizations and global enterprises. It says it undergoes annual SOC 1 and SOC 2 certifications and audits, and lists controls including encryption at rest and in transit. Pricing is available through tailored proposals; onboarding and implementation are a one-time fee. Forma AI is also available as an Android app.
RevOps
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.