The Best RevOps Tools for SMBs in 2025 (That Won't Break the Bank!)

Implementing the right Revenue Operations (RevOps) tools is crucial for small and medium-sized businesses (SMBs) aiming to streamline processes and drive growth. However, the choice of tools should align with where the company is on its growth journey, typically measured by Annual Recurring Revenue (ARR), to ensure appropriateness, effectiveness and cost-efficiency.

Below is a tailored list of RevOps tools suitable for SMBs, segmented by ARR.  Based on your revenue stage, this guide helps you avoid unnecessary costs and ensures your tech stack grows alongside your business. 

For SMBs <$1M ARR 

Customer.io - A comprehensive platform that manages the full customer lifecycle, including marketing automation sequences. 

Key Features: 

• Automated messaging 

• Segmentation 

• Data-driven workflows 

Attio - A minimalist CRM designed for early-stage startups seeking cost-effective solutions without unnecessary complexities. 

Key Features: 

• Contact management 

• Collaboration tools 

• Customizable workflows 

• Pricing: Free basic plan; premium plans starting at $12/user/month. 

Fireflies.ai - An affordable AI meeting assistant offering transcription and note-taking services. 

Key Features: 

• Meeting recording and transcription 

• AI-generated notes 

• Searchable transcripts 

• Pricing: Free basic plan; premium plans starting at $10/user/month. 

Baremetrics - Provides an all-in-one dashboard displaying crucial subscription metrics like MRR, ARR, churn rate, and customer lifetime value, enabling businesses to monitor performance at a glance.  

Key Features: 

• Real-time financial insights 

• Customer segmentation 

• Forecasting tools 

• Pricing: Plans start at $50/month. 

Asana - A versatile project management tool that helps teams organize, track, and manage their work, ensuring alignment and efficiency. 

Key Features: 

• Task management 

• Project timelines 

• Team collaboration 

• Pricing: Free basic plan; premium plans starting at $10.99/user/month. 

For SMBs between $1M and $10M ARR 

HubSpot CRM - A scalable CRM platform that offers robust tools for managing customer relationships, sales pipelines, and marketing efforts. 

Key Features: 

• Contact and lead management 

• Email marketing integration 

• Sales pipeline tracking 

• Analytics and reporting 

• Pricing: Free basic plan; premium plans starting at $50/month. 

Avoma - An AI-powered meeting assistant that offers conversation intelligence, note-taking, and collaboration features. 

Key Features: 

• Meeting recording and transcription 

• AI-generated notes 

• Action items and collaboration tools 

• Pricing: Plans start at $39/user/month. 

JustCall - A cloud-based phone system designed for sales and support teams, offering seamless integration with various CRMs. 

Key Features: 

• Call tracking and recording 

• SMS automation 

• Integration with popular CRMs 

• Pricing: Plans start at $25/user/month. 

Clari - Provides revenue operations solutions that deliver end-to-end visibility into the revenue process, helping to drive growth.  

Key Features: 

• Revenue forecasting 

• Pipeline management 

• AI-driven insights 

• Pricing: Contact for pricing details. 

Gong - Offers conversation analytics and insights to improve sales performance and customer interactions.  

Key Features: 

• Call recording and analysis 

• Deal intelligence 

• Performance tracking 

• Pricing: Contact for pricing details. 

Note: While tools like Clari and Gong are powerful, their pricing structures often cater to larger enterprises. SMBs with ARR under $10 million should assess the return on investment when considering these tools. 

By selecting tools that align with their current needs and budgets, SMBs can effectively streamline operations and drive growth without overextending financially. 

Final Thoughts

Selecting the appropriate Revenue Operations (RevOps) tools is pivotal for small and medium-sized businesses (SMBs) aiming to streamline processes and drive sustainable growth. Aligning your toolset with your company's Annual Recurring Revenue (ARR) ensures both efficiency and cost-effectiveness. 

For Businesses under $1M ARR - Cost-effective and flexible tools such as Customer.io, Attio, and Fireflies.ai provide essential functionalities without straining your budget. These platforms facilitate effective customer relationship management and marketing automation, laying a solid foundation for growth. 

For Businesses above $1M ARR and under $10M ARR - Investing in more robust platforms like HubSpot CRM and Avoma can enhance your revenue operations by offering advanced features that support scalability and data-driven decision-making. These tools assist in aligning your sales, marketing, and customer success teams, fostering a unified approach to revenue generation. 

Not sure which tools fit your business? Book a free 30-minute consultation with Shift Advisory to discuss the best RevOps tech stack for your needs.