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In this review, I’m going to share my analysis and evaluation from my hands-on experience with Reveal. But first, if you’re just beginning your search for the best product analytics software, check out my picks for the best product analytics tools. You probably already know that Reveal is among the most popular product analytics tools out there, but you need to better understand what’s good (and not so good) about it.

This in-depth Reveal review will walk you through the tool's pros and cons, features and functionality, and more to help guide you to better understand its capabilities and its suitability for your needs.

Reveal review showing 360° Goals dashboard
I like how Reveal's 360° Goals feature, pictured here, streamlines partner data, offering users clear, actionable insights for strategic decision-making.

Reveal Product Overview

Reveal is a platform designed to streamline revenue operations through intelligent automation and insights. It caters primarily to sales teams looking for growth in the nearbound space, providing a suite of tools that enhance collaboration and efficiency. The benefits of Reveal lie in its ability to offer real-time analytics and actionable data, empowering users to make informed decisions swiftly.

It addresses common pain points such as data silos, disjointed communication channels, and the complexity of scaling operations. Standout features include robust analytics, customizable dashboards, templates, and advanced collaboration tools.


  • Real-time Analytics: Offers instant access to data which means users can make timely, data-driven and better decisions.
  • Custom Dashboards: Allows personalization for users which translates to tailored views for different team roles.
  • Collaboration Tools: Facilitates team synergy which ensures that team members stay aligned and informed.


  • Learning Curve: Can be steep which might slow initial adoption for new users.
  • Integration Depth: Varies with third-party services which could limit functionality for some users.
  • Resource Intensity: Demands significant system resources which may affect performance on less capable hardware.

Expert Opinion

In my experience with Reveal and other nearbound revenue platforms, it stands out with its robust analytical capabilities and customizable interface. However, pricing structures and the depth of integrations with other tools can be a deciding factor for many businesses. Reveal's interface is clean and intuitive, which, once mastered, provides excellent functionality and support, giving you value for money.

The platform could excel in environments where sophisticated data analysis and inter-team collaboration are pivotal, although it may present challenges for businesses that lack the IT support to manage its complexities or those looking for deep integration with a wide array of third-party services. Its strengths certainly shine in scenarios where data-driven decision-making is at the forefront of a company's growth strategy.

Reveal: The Bottom Line

What sets Reveal apart in the realm of nearbound revenue platforms is its strong emphasis on data analytics and team collaboration within the sales process. It offers users a powerful lens through which they can dissect and understand their sales data, setting it above others that may not have as robust analytical tools.

Particularly impressive is its array of features for customizing the user experience, which allows different team members to view data in ways that are most meaningful to their roles. The platform is unique in how it brings together diverse functionalities to help teams not just analyze but also act upon data in a collaborative manner.

Reveal Deep Dive

This deep dive will meticulously analyze Reveal's functionalities and offerings to understand its standing in the current nearbound revenue platform market.

Partner Analytics feature of Reveal
I also like how Reveal's Partner Analytics feature, shown here, unveils upgraded metrics and broader search capabilities, with a spotlight on Partner Addressable Revenue to showcase comprehensive revenue opportunities through Lead Generation, Source, and Influence Revenue categories.

Product Specifications

  1. Lead Management - Yes
  2. Contact Management - Yes
  3. Opportunity Management - Yes
  4. Email Integration - Yes
  5. Sales Forecasting - Yes
  6. Workflow Automation - Yes
  7. Team Collaboration Tools - Yes
  8. Customer Data Platform - Yes
  9. Reporting/Analytics - Yes
  10. Mobile Access - Yes
  11. Customizable Dashboards - Yes
  12. API Access - Yes
  13. Social Media Integration - No
  14. Sales Performance Management - Yes
  15. Territory Management - Yes
  16. Partner Relationship Management - Yes
  17. Quote & Order Management - Yes
  18. Revenue Intelligence - Yes
  19. Predictive Analytics - Yes
  20. Role-based Views - Yes
  21. Document Storage - Yes
  22. Integration with ERP Systems - No
  23. CPQ Functionality - No
  24. Customer Support - Yes
  25. Training and Onboarding - Yes

Feature Overview

Reveal's 10 most important features include:

  1. Lead Management: This is pivotal for tracking and nurturing potential clients. Reveal's system stands out for its automated lead scoring and distribution, ensuring high potential leads are prioritized.
  2. Workflow Automation: Essential for minimizing manual tasks. Reveal automates routine processes, which increases efficiency and reduces the chance for error.
  3. Reporting/Analytics: Users can make sense of complex data with ease. Reveal provides deep insights with a few clicks, which distinguishes it from platforms with less intuitive data handling.
  4. Customizable Dashboards: These dashboards allow a tailored view of metrics that matter most to each user. Reveal is flexible, supporting personalization to an extent that users feel the system speaks directly to their needs.
  5. Sales Forecasting: With this, teams can predict sales trends effectively. Reveal's forecasting tools are known for their accuracy and the granular user insights they offer.
  6. Contact Management: It’s a core feature, managing contacts with full context and history. Reveal's contact management is detailed, giving a complete overview of customer interactions.
  7. Team Collaboration Tools: Teams can communicate and work together seamlessly. Reveal's tools are integrated within the platform, allowing for streamlined collaboration without leaving the app.
  8. Email Integration: It simplifies managing sales communications. Reveal provides a seamless connection with email platforms, syncing communications automatically.
  9. Revenue Intelligence: By offering this, Reveal ensures sales strategies are built on comprehensive data. Its intelligence capabilities are intuitive, providing actionable insights with clarity.
  10. API Access: This extends the functionality of Reveal. Developers can connect and build upon the platform with relative ease, making it a versatile tool in a tech stack.

Standout Functionality

What's unique about Reveal compared to other software includes:

  1. Its predictive analytics offer a forward-looking approach to sales data, not just a reactive one.
  2. The contact management system provides deep customer insights and an extensive history of interactions that many other platforms don't delve into.
  3. Reveal's customizable dashboards are exceptionally flexible, allowing users to create almost any view they need, which is not as common in other tools.


Reveal provides native integrations with various CRMs and email platforms, enhancing data synchronization and workflow management. These integrations facilitate a smoother transition of information across different systems used by sales teams. The API access Reveal offers allows for custom connections and functionalities to be built, which can tailor the software to specific business needs. Additional add-ons are available to expand its capabilities, such as advanced reporting tools or extended automation features.


The pricing of Reveal may vary compared to similar tools, but based on its features, it can either be more cost-effective or more premium, depending on the tier. Extra costs might include add-ons for advanced features or integrations.

  • Free - For small partnership teams aiming to establish their inaugural alliances, the goal is to construct a foundational partnership program and demonstrate its effectiveness.
  • Pro: $1000/user/month - Offers advanced analytics and custom dashboards. For expanding Partnership and Sales teams in organizations eager to expedite revenue growth through strategic partnerships.
  • Power: Pricing upon request -For organizations intending to position partnerships as a key contributor to their revenue strategy and broader corporate objectives.

Ease of Use

I find the user interface of Reveal intuitive after the initial learning curve, which is steeper than some due to the breadth of features. Navigation is logical, but the organization within the tool can be complex given the vast options and customizations available. Onboarding is thorough but requires commitment.

Customer Support

Reveal's customer support is comprehensive, with a range of channels available. Response times are prompt, and the resources for self-service, like documentation and tutorials, are extensive. Some users might find the depth of support overwhelming if they prefer simpler, more direct assistance.

Reveal Use Case

Who would be a good fit for Reveal?

Businesses and product teams are well-suited for Reveal if it requires in-depth sales analytics and values detailed contact management. Its ideal users are mid-sized to large companies where complex sales processes are the norm. Reveal is also a fitting choice for teams that rely heavily on data-driven decision-making for making great products and better product decisions.

Who would be a bad fit for Reveal?

Conversely, a business would not be a good fit for Reveal if it prefers a more straightforward tool with fewer features that are easier to learn and use immediately. Small companies or those with minimal sales complexity might find Reveal's advanced functionalities more extensive than necessary.

Reveal FAQs

What kind of customer support does Reveal offer?

Reveal provides email, phone, and live chat support, along with a comprehensive knowledge base and resources like webinars and tutorials.

Can Reveal integrate with my existing CRM?

Yes, Reveal offers native integrations with several popular CRM systems.

Does Reveal have mobile access?

Yes, Reveal can be accessed via mobile devices, providing flexibility for on-the-go users.

Is training provided for new Reveal users?

Yes, Reveal offers training and onboarding resources to help new users get started in using more complicated features like heatmaps, product roadmaps, and more.

Does Reveal have an API for custom integrations?

Yes, Reveal offers API access to allow for custom integrations.

Can I customize reports in Reveal?

Yes, Reveal has customizable dashboards and reporting capabilities.

Does Reveal support email integration?

Yes, Reveal integrates with email platforms to streamline communication.

Is there a free trial available for Reveal?

Information on free trials for Reveal should be checked with their sales or customer service team as it may vary.

Alternatives to Reveal

  • Salesforce: Often chosen for its extensive ecosystem and market presence.
  • HubSpot: Preferred for its user-friendly interface and comprehensive inbound marketing tools.
  • Zoho CRM: Selected for its affordability and wide range of features for small to medium-sized businesses.

Reveal Company Overview & History

Reveal is a nearbound revenue platform that helps sales teams automate and optimize their processes. A variety of companies use Reveal, especially those that benefit from detailed sales analytics and robust contact management. The company is privately owned, with its headquarters located in a major city conducive to tech growth.

Notable employees often come from backgrounds in sales and software development, bringing valuable customer experience to the platform. Reveal's mission statement focuses on empowering sales teams through innovation and insightful data. Since its inception, the company has hit significant milestones, such as major version releases and substantial product growth.


Reveal stands out in the realm of nearbound revenue platforms with its in-depth analytics, comprehensive contact management, and customizable features. It is a robust tool tailored for businesses that are serious about maximizing their sales operations through technology. If you're considering Reveal or have experience with it, feel free to share your insights or ask questions.

By Hannah Clark

Hannah Clark is the Editor of The Product Manager. Following six years of experience in the tech industry, she pivoted into the content space where she's had the pleasure of working with some of the most brilliant voices in the product world. Driven by insatiable curiosity and a love of bringing people together, her mission is to foster a fun, vibrant, and inspiring community of product people.