Trusted by B2B technology scale-ups
The handoff chain is your problem, even if it isn't your tool.
RevOps inherits every seam between sales, finance, and billing. The seams are where attribution breaks, forecasting drifts, and reps end up living in six tools to close one deal.
Six tools to close one deal.
CPQ for the proposal. E-sign for the signature. Billing for the schedule. Payments for the rail. Collections for the cleanup. Accounting for the books. Each one optimized for its own slice. None of them owns the outcome.
Forecasting is broken because cash and bookings don't tie.
Your CRM celebrates at signature. Your bank account celebrates 60 days later. Forecasting committed cash off CRM bookings means forecasting against a promise, not a deposit. Finance and sales never quite see the same number.
Rep adoption falls off when the tooling fights them.
Reps copy data between CPQ and CRM. They open a new tab for billing terms. They wait for finance approval on custom schedules. Every extra click is a place where adoption leaks and clean pipeline data turns into a guess.
Built to be the connective tissue, not another silo.
Designed to fit the way your team already operates, with the controls and observability RevOps needs to own the motion.
Lives inside Salesforce and HubSpot.
Quotes, payment terms, signatures, cash status, and renewals all surface on the deal record. No double entry, no parallel system of record, no exports to reconcile at the end of the quarter.
One data model, deal-to-cash.
Contract value, payment schedule, cash receipts, billing status, and renewal flag all live in the same record. Reporting cuts cleanly across sales, finance, and CS without joining three data sources by hand.
Workflow automation that respects your stage gates.
Trigger proposal generation, approval routing, payment-term presentation, and renewal flows off the same stage gates your reps already use. No parallel pipeline to maintain.
Plugs into the stack you already run.
Keep the tools that already work for your team. Ratio connects to them rather than replacing them. Salesforce, HubSpot, QuickBooks, NetSuite, Xero, Recurly, Chargebee, and more. Authenticate in clicks, not weeks. No long implementation cycle
Permissions, audit trail, and dashboards built in.
Role-based access control, full audit trail on quotes and terms, and pre-built dashboards for pipeline-to-cash conversion, payment-term performance, and rep adoption. SOC 2 compliant with TLS v1.3 / RSA-2048 encryption, data encrypted at rest and segregated by tenancy.
What RevOps teams see in the first quarter on Ratio.
Days to live, not months
Most teams are fully connected in under a week. No long implementation cycle.
One data model from proposal to cash
Quotes, terms, signatures, billing, and renewals tied to the same deal record.
Fewer tools, lower cost
Consolidate CPQ, e-sign, billing, payments, and collections workflows under one platform.
here’s what they think of us
