RevIntel
RecommendedOne record both sides trust, from first touch to closed revenue.
Comparison
At a glance
One record both sides trust, from first touch to closed revenue.
Excellent for marketing dashboards, silent on the handover.
Read the full comparison →Strong data plumbing, no proof layer.
Read the full comparison →Cheapest per report, most expensive in hours.
Read the full comparison →Coaching tool, not a shared record.
Read the full comparison →Fine inside one company, blind across two.
Beautiful reports about activity, not outcomes.
✓Supported–Not supported
Based on publicly documented capability at the time of writing. Tell us if something has changed and we will correct it.
Tool by tool
Shared meeting record for agency and client
Best for: Outbound, lead generation and appointment setting agencies who need their clients to see what the work produced — visibility and proof that drives retention, lifts NPS, and lets you charge for the quality you deliver.
Where it stops: Not a marketing reporting suite. If impressions and ad spend are your deliverable, a dashboard tool will serve you better.
One record both sides trust, from first touch to closed revenue.
Marketing client reporting
Best for: Marketing agencies reporting on ads, SEO and social across many accounts.
Where it stops: Reports what your systems already hold. It cannot show whether a booked meeting was accepted, attended or followed up by the client.
Excellent for marketing dashboards, silent on the handover.
Read the full comparison →KPI dashboards
Best for: Leadership teams pulling metrics from many sources into one live board.
Where it stops: Metrics only. There is no meeting-level evidence underneath the number, so a disputed meeting stays disputed.
Strong data plumbing, no proof layer.
Read the full comparison →Free BI and reporting
Best for: Teams with an analyst who can build bespoke client reports at no licence cost.
Where it stops: Build and maintenance sit with you, and it only visualises data you already capture.
Cheapest per report, most expensive in hours.
Read the full comparison →Conversation intelligence
Best for: In-house sales teams coaching reps on how they sell.
Where it stops: Single tenant. Evidence produced inside your walls is not evidence your client agreed to.
Coaching tool, not a shared record.
Read the full comparison →CRM native reporting
Best for: Reporting on pipeline that lives in one CRM you control.
Where it stops: The meeting leaves your CRM at handover. What the client's team did next is invisible to you.
Fine inside one company, blind across two.
Automated report delivery
Best for: Sending scheduled, branded reports to a large client base.
Where it stops: Presentation layer. The underlying question — was the meeting worth paying for — is never answered.
Beautiful reports about activity, not outcomes.
Common questions
It depends on your deliverable. If you report on ads, SEO and social, AgencyAnalytics is hard to beat. If your deliverable is booked meetings, you need a record of what happened to each meeting after the client took it — which is what RevIntel holds and reporting suites do not.
No. Reporting tools present numbers your systems already hold. RevIntel captures the part your systems miss: whether the meeting was accepted, attended, qualified against agreed criteria and followed up — recorded once and visible to both the agency and the client.
Gong is conversation intelligence for one sales team. RevIntel is a shared record between two companies. Gong improves how your reps sell; RevIntel settles what was handed over and what came of it. Larger agencies often run both.
No. Most agencies keep their dashboards and add the proof layer underneath. The two answer different questions and sit alongside each other.
Looker Studio, on licence cost alone. Factor in the analyst hours to build and maintain each client report and the picture changes. Our managed programmes are published on the pricing page, from £5,000 a month plus 10% commission on won deals.
Still weighing it up?
Managed programme pricing is published. No call required to see it.