Our mission

Transform revenue operations capabilities with advanced technology.

Revenue playbooks have changed and markets are evolving at machine speed. To keep pace, Route puts products in front of workflows and builds technology to bring you quantum leaps ahead in capability.

Built by founders from
Accelerate revenue velocity

Introducing Route OS
Your revenue command and control center

Revenue Planning and Pipeline Management

Align your strategies and track opportunities from lead to close.

Lightweight Quoting and Invoicing Capability

Accelerate deal close and streamline billing with intuitive tools and robust integrations to your operations stack.

Predictive Forecasting and Metric Dashboards

Make data-driven decisions with AI-powered projections and at-a-glance insights.

Unified Revenue and Market Data Model

Gain a holistic view of your business with integrated operational and market data streams.

Accelerate revenue velocity in 3 steps

1

Plan

Synchronize revenue plans with rich operational data to adapt faster as the market shifts and teams make progress towards revenue objectives.

2

Measure

Take a data driven approach to monitor revenue and customer performance metrics in real-time. Share with customizable dashboards or API.

3

Optimize

Streamline operations and augment workflows with a mixture of AI foundation models and custom models to scale efficiently and save time. 

Embrace the AI native future

Why innovators choose us?

Unified Revenue Command Center

Manage your entire revenue lifecycle in one place, from planning to invoicing.

Accurate Predictive Forecasting

Make data-drive decisions with AI-powered sales and revenue projections

Streamlined Quote-to-Cash Process

Reduce errors and accelerate cash flow with integrated quoting, invoicing, and AR reconciliation.

Comprehensive Insights

Gain 360-degree view of your revenue operations with customizable dashboards

Conduct market reconnaissance and adapt faster to evolving markets.

Use Cases

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FAQ

What is Revenue Operations Management (ROM)?

Revenue Operations Management (ROM) is an approach to align all business functions across revenue, product, and operations to accelerate revenue velocity. Revenue velocity to us is how fast a business can convert leads into paying customers or increase the value of existing customers, but then also quickly utilize all free cash flow to generate more free cash flow Not to be confused with RevOps that is only concerned with sales, marketing, and customer success operations, ROM addresses the entire revenue AND cash flow cycle to streamline workflows across the operation, optimize revenue generation, and improve overall financial health.

ROM focuses on:
1. Integrating external (market) and internal data (operational) across functions.
2. Enhancing the customer experience and delivering consistent results.
3. Improving forecasting and business planning to adapt faster as the market shifts.
4. Maximize working capital efficiency and productivity of revenue generating teams.
5. Generate market insights and access to proven tools to generate more free cash flow.

Companies that implement ROM can break down operational silos, reduce friction in revenue processes, and ultimately stimulate sustainable revenue growth.  

How does your software improve revenue operations?

Route OS enhances revenue operations in several key ways. Here are the four points that we hear from customers as the most important capabilities:

1. Data-driven decision making through AI/ML preductive forecasting helps inform decisison based on accurate projections and real-time data.

2. Revenue command center that provides a single centralized system for managing the entire revenue lifecycle. From planning to invoicing, eliminating data silos and improving cross-functional visibility.

3. Streamline processes with lightweight quoting and invoicing tools to accelerate the quote-to-cash cycle, reducing errors and improving time to free cash flow.

4. Improved alignment between sales, marketing, and operations teams by providing a single source of truth for revenue data.

What specific features does your product offer?

Route OS offers a comprehensive suite of features designed to optimize your entire revenue lifecycle. Key features include revenue planning and pipeline management tools, lightweight quoting and invoicing capabilities, and advanced predictive forecasting with executive dashboards. We also provide a unified revenue and market data model that integrates operational and market data for holistic business insights. All these features are seamlessly integrated into a single platform, providing a true revenue command center for B2B technology and software companies.

Is your software compatible with existing CRM and ERP tools?

Yes, Route OS is designed to integrate across enterprise systems like CRM and ERP with pre-built integrations and APIs that enable connections with most leading enterprise solutions. For specifics reach out to us at contact@route.finance!

Who is your software best suited for?

From startup to scale up and beyond, our next-generation revenue operating system is designed for B2B technology and software companies looking to optimize their revenue operations with advanced technology. It's particularly well suited for organizations with complex sales cycles and multiple revenue streams. Our ideal users are leaders and operators of Sales, Revenue Ops, and Finance teams as we seek to help companies align these functions to drive revenue velocity and improve forecasting accuracy.

What do you offer for support?

We currently offer 24x7 support via email, phone, and discord chat for quick resolution of issues. Dedicated customer success managers for personalize and strategic engagements are available. Self service through extensive knowledge base for tutorials, best practices, and FAQs through our Discord.

How long does implementation take?

Implementation is quick and hassle-free. Once you purchase your Route OS subscription, you can begin using it immediately. You'll have instant access to all available features, including beta features. There's no lengthy setup process – you can start generating revenue plans, adding your team and assigning roles, tracking deals/quotes/invoices for customers, and integrating with your existing business systems right away through our user-friendly integrations and API.

How long to get an ROI?

The time to achieve ROI with Route OS varies depending on your organization's size and specific use case, but many of our customers see tangible benefits within the first 3-6 months of implementation. Let's chat about what it might look like for you contact@route.finance.

Do you comply with industry and data privacy standards?

Yes, we take data privacy and security very seriously, and we comply with major industry and data privacy standards. Let us know which ones are important to you and we can provide reports and certifications.

What is your pricing model?

We offer flexible, scalable pricing tailored to your business needs. Our model considers factors such as user count, revenue volume, and required features. This approach ensures you get the best value and can easily scale as your business grows. For a personalized quote and to explore how Route OS can benefit your company schedule a call or contact us at contact@route.finance.

Do you offer free trials or demo?

We do offer a 14-day personalized trial of Route OS to provide customers an opportunity to test core Route OS features and functionality with qualified customers. Schedule a call to begin your trial activation.

How often do you release updates and new features?

As a enterprise software startup we maintain a continuous development cycle with regular updates and bug fixes for optimal performance and security. Our team constantly gathers feedback directly from customers in the field and through Discord to inform our product teams and roadmap priorities. Customer can opt into our Beta features to test them out and provide feedback before going into production.

Can your software scale as we grow?

Yes, Route OS is designed for scalability. Our cloud-based architecture can handle increasing data volumes and enterprise scale organization without degradation of performance. As your business expands, Route OS adapts through flexible user management, robust API capabilities, and performance optimizations to ensure smooth operation regardless of scale.

Supercharge revenue operations with Route

Let's discuss your needs and explore the potential benefits of a revenue operating system like Route OS.