Alternatives to Forecastio
Compare Forecastio alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Forecastio in 2026. Compare features, ratings, user reviews, pricing, and more from Forecastio competitors and alternatives in order to make an informed decision for your business.
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Coevera
Pipelinersales Corporation
Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. -
2
Project Insight
Project Insight
Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders. -
3
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
4
PSOhub
PSOhub
PSOhub is professional services automation software that brings the entire project delivery cycle into one platform. It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place. It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile. PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.Starting Price: $12.50 per user per month -
5
Capsule
Zestia
The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.Starting Price: $18 per user per month -
6
QuotaPath
QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.Starting Price: $15 per user per month -
7
Anaplan
Anaplan
Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform. -
8
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
9
Chief
Chief
Chief is a predictive revenue intelligence platform that uses AI and machine learning to help sales organizations forecast outcomes and identify pipeline risk. While traditional revenue intelligence tools focus on recording historical data, Chief monitors real-time deal behavior to provide a system of action for CROs, RevOps, and Sales Leaders. Chief integrates directly with CRMs like Salesforce and HubSpot, along with over 300 GTM tools, to analyze activity patterns, stage velocity, and stakeholder engagement. Chief identifies specific behavioral deviations like deal inactivity, stalled velocity, and single-threading. Then it notifies users of these risks and recommends next steps to address them--before they impact the quarterly forecast.Starting Price: $2500/month -
10
Xactly
Xactly
Xactly is the AI-first Sales Performance Orchestration platform built for the world’s most ambitious revenue engines. Building on two decades of industry leadership, Xactly is redefining revenue performance by moving beyond manual management to autonomous orchestration. The platform leverages Xactly Intelligence and a fleet of AI Agents to synchronize the full revenue lifecycle, from planning and design to incentives and forecasting. By unifying these critical work streams into one intelligent system, Xactly enables global enterprises to align strategy with execution and scale with absolute conviction. Transform your revenue engine at XactlyCorp.com. -
11
Salesloft
Salesloft
Salesloft is an AI-powered revenue orchestration platform that helps businesses manage sales engagement, pipeline development, deal execution, and revenue forecasting. The platform combines sales automation, conversation intelligence, deal management, predictive analytics, and AI agents within a unified revenue management system. Its Cadence functionality enables sales teams to automate personalized outreach across email, phone, and other communication channels. Salesloft also provides conversation recording and analysis, deal risk detection, pipeline inspection, and AI-powered recommendations for improving sales performance. Its Rhythm engine prioritizes sales activities using buyer engagement signals, CRM data, and machine learning to identify recommended next steps. The platform integrates with Salesforce, HubSpot, and other business applications to help revenue teams coordinate prospecting, customer engagement, forecasting, and sales execution. -
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Drive revenue optimization with Oracle’s advanced incentive compensation, quota, and territory management tools. Oracle helps both sales managers and sales operation staff plan and perform better with connected data and deeper insights. Improve sales execution and operational efficiency across quota planning to sales forecasting with Oracle’s predictive and intelligent planning solution. Optimize your market coverage and intelligently set territory and quota plans with AI-driven predictive planning capabilities. Better understand your plans and models with multidimensional and drillable what-if planning by territory, product, account, channels, seasonality, and more. Give sales operations the power of an enterprise planning platform that they can use from the comfort of a familiar Excel interface. Plan and create achievable quotas, territories, and compensation plans that are ready on day one with real-time data.
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Fullcast Revenue Intelligence
Fullcast
Fullcast Revenue Intelligence is a powerful revenue platform designed to help go-to-market teams improve sales performance and forecast accuracy. It combines revenue, relationship, and conversation intelligence into one unified system. The platform integrates seamlessly with existing CRM and sales tools, eliminating data silos and extra logins. It enables teams to identify pipeline risks, manage deals more effectively, and make smarter decisions. Fullcast Revenue Intelligence helps organizations boost quota attainment and gain clearer visibility into their sales pipeline.Starting Price: $30 per user per month -
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SAP SuccessFactors Territory and Quota is a cloud solution that helps you implement efficient sales planning processes. Align quotas and territories with market potential to maximize your team's efforts, boost productivity, and achieve business results. Simplify financial and sales planning to optimize sales territories, deploy equitable and fair quotas, and maximize revenue. Cloud deployment for accelerated implementation. AI-enabled territory planning and modeling for optimization. Sales forecasting and quota management for continuous alignment. Visualization and mapping for real-time insights. Expand your market potential with AI territory planning that draws from your organization’s strategic KPIs to improve outcomes critical to your business. Improve the accuracy of sales plans and increase quota attainment using dual top-down, and bottom-up planning with expected and best-case scenarios.
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15
Qobra
Qobra
Qobra is sales compensation software that automates commission calculations and gives sales, finance and RevOps teams real-time visibility on every payout. Sales ops builds and updates incentive plans in a no-code editor: tiers, accelerators, splits, clawbacks and multi-currency, versioned per period. Reps see their statements, quota attainment and leaderboards update as deals close. Finance gets deal-level traceability, locked periods and payroll-ready exports. Three AI agents work inside the platform: Architect builds plans, Sales Coach explains commissions to reps, Analyst answers questions on comp data. Native connectors: Salesforce, HubSpot, Dynamics 365, Pipedrive, Zoho, Odoo, Workday, BambooHR, HiBob, Snowflake, BigQuery. 1,000+ G2 reviews, 4.8/5. 300+ companies run $1B+ in commissions on Qobra.Starting Price: Quote-based -
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Outreach Commit
Outreach
Outreach Commit (formerly Canopy) connects, analyzes, and actively monitors every data point across your revenue team. Ensuring that every revenue leader has the answers they need to drive predictable revenue growth. Streamline your forecasting process while monitoring and measuring variance to drive constant improvement. Drive productivity and results through individual assessments, improvement tracking, and notes. Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data. Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most. Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time. Identify the key opportunities for improvement and measure the ROI of every initiative you roll out. Stop playing from behind and proactively drive every sellers productivity and revenue attainment. -
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MoData
MoData
MoData is a fully automated sales BI platform designed for high-growth teams looking to scale. Intuitively visualized, it provides 360-degree insight on the past, present, and future of your sales team, instantly connecting you with the information you need to make fast confident decisions. From tracking quota to spotting which rep needs more pipeline, MoData is the best all-purpose BI tool for SMB that comes ready to use right out of the box - no assembly required. -
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Revegy
Revegy
Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts. -
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Lative
Lative
Lative is a revenue planning, strategy, and execution tracking platform that enables you to achieve profitable efficient growth. Connect top-down targets and plans to bottom-up operating data to make better investment decisions and hit targets. Achieve profitable efficient growth by accurately calculating your sales productivity and return on investment in real time to make better investment decisions. Connect your top-down revenue plans with bottoms-up operational data to give a cohesive and complete overview of your sales organization. Identify any gaps in real-time and model multiple what-if scenarios with AI to ensure you hit your sales targets. Fast time to value with seamless connectivity and integration. Consolidate your data across 150+ diverse data sources to provide a single source of truth. Accurate and real-time revenue insights for agile decision-making to keep pace with the ever-evolving demands of your business.Starting Price: $10,000 per year -
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Varicent
Varicent
Varicent provides a full suite of solutions designed to help you manage the end-to-end process of all aspects of sales performance so you can improve performance and drive growth. Create smarter territory plans and more effective quota assignments with Varicent’s territory and quota planning solution. Efficient pipeline management can be challenging to achieve if you have a leaky funnel. Our revenue operations solution helps your organization improve efficiency across the full funnel so that you can increase the volume, velocity and value of deals, improve forecasting, and drive superior go-to-market results. Varicent lead to revenue helps to identify operational gaps in the business, such as lead response SLAs and lead to pipeline conversion, so you can capture missed opportunities in your pipeline, improve operational efficiency and increase revenue. Varicent is the industry-leading SPM solution that delivers a fast, flexible and easy way to pay sellers accurately and on time. -
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Kepion
Kepion
Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software. -
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Aviso
Aviso
Aviso is an AI-powered revenue intelligence and sales execution platform that helps businesses improve forecasting, manage sales pipelines, and automate go-to-market workflows. The platform combines predictive analytics, conversation intelligence, relationship intelligence, and deal management within a centralized revenue operating system. Its machine learning models analyze CRM records, customer interactions, and historical sales data to predict deal outcomes and identify revenue risks. Aviso provides AI agents that automate prospect engagement, lead qualification, sales coaching, follow-ups, and other revenue operations activities. Its no-code GTM Agent Studio enables organizations to create and deploy customized AI agents and workflows without extensive programming. The platform integrates with Salesforce, Microsoft Dynamics, and other business applications to provide sales teams with actionable insights, automated recommendations, and centralized revenue visibility. -
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OpPlan
Winning Sales Plan
Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level. -
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SugarCRM
SugarCRM
Gain complete visibility of customer activities, history, and records from a single screen. Reduce clicks and streamline actions with one unified customer view. Dive deeper into customer data with advanced drill-down capabilities. Leverage built-in AI to uncover the best opportunities and accelerate deal closures. Get recommendations on the next best actions to take in every sales situation. Focus on high-value opportunities with predictive insights into deal likelihood. Replicate winning strategies with advanced forecasting and time-aware analytics. Access real-time metrics and reporting to track sales performance without manual spreadsheets. Predict pipeline evolution and quota attainment with role-specific dashboards. Automate and simplify your sales processes with drag-and-drop workflows and built-in guides. Automate complex sales tasks with Smart Guides for seamless sales process management. Collaborate effortlessly using native integration with third-party document tools. -
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Dear Lucy
Dear Lucy
We have worked with hundreds of sales teams and know what they need. We fetch the most popular sales metrics from Pipedrive, HubSpot or Salesforce and visualize them in interactive, user-friendly dashboards. You can also bring in custom data fields from your CRM to complement the standard data sets. Dear Lucy brings your chosen metrics to one, simple view that is easy to use, always available and always up-to-date. Dear Lucy’s goal engine allows you to define sales targets in a flexible way, and monitor progress in real-time. Dear Lucy compares actuals to targets and shows red and green lights to illustrate where you are on target and where you are behind. This makes it super-easy to see how your team is doing at a glance. You can define goals for sales activities, revenue, offer base, hit rate, and much much more. The targets can be defined for company, team, business area, sales rep or pipeline.Starting Price: €149 per month -
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Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
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QVANTUM
QVANTUM
QVANTUM is an advanced cloud-based operational planning platform that enables businesses to streamline their financial, workforce, and sales planning processes. It integrates seamlessly with existing ERP, BI, and HR systems, allowing departments to collaborate effectively on a unified platform. QVANTUM offers powerful tools for predictive forecasting, cost center management, and ESG reporting, providing real-time data insights to support decision-making. The platform eliminates the need for Excel by offering customizable templates, automated workflows, and precise rights management to ensure compliance and data protection. Its intuitive interface, modeled after Excel, minimizes the need for training, while its scalable architecture adapts to growing business needs. Compliance is based on the precise assignment of rights and automatic backups. Connection to all common ERP, BI, and HR systems.Starting Price: €49 per month -
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CloudApps
CloudApps
Helping businesses increase sales results by providing sales leaders with deep insight into deal health, giving them the tools to drive every rep to quota and taking forecast accuracy to unprecedented new heights. Thanks to The CloudApps sales effectiveness and accuracy platform, our customers are increasing win rate by 20%, average deal size by 19% and achieving forecast accuracy of over 95%. How? By using AI and behavioral science to track & promote the right sales behaviors at the right time. Helping sales executives forecast, predict & improve sales results using artificial intelligence and behavioral science. By tracking sales behaviours, we provide the deep insight needed to assess deal health, determine pipeline quality and pinpoint the behaviours of top performers. We help create a data-driven path to closure for each of your deals and increase win rates across the board. -
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Saleshood
Saleshood
Founded in 2013, Saleshood is the leading comprehensive sales enablement platform used by hyper-growth companies to boost sales performance. A pioneer in the future of selling, Saleshood’s innovative sales tools and processes reduce time to ramp, lift quota attainment, accelerate sales velocity and prove the impact of revenue enablement programs. Companies such as Drift, Demandbase, PowerSchool, RingCentral, Latch, Domo, Omada Health, Sage, Trinet and Yext use Saleshood to realize fast revenue outcomes with 100% virtual training, coaching and selling — at scale.Starting Price: $50 per user / per month -
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Xactly Forecasting
Xactly
Leverage AI/ML to optimize sales pipeline, improve sales & commission earnings forecast accuracy, and hit sales targets every time. Use data-driven insights and visual dashboards to better assess pipeline health, get deeper visibility into pipeline activities & trends, and prioritize high-potential opportunities. Eliminate guesswork for reps with a digital rep assistant that auto-captures relevant opportunity data, maintains CRM hygiene, and guides reps on deals. Leverage machine learning to create accurate multi-level forecasts, improve revenue predictability, and streamline pipeline forecast management. Keep the pipeline clean with smart data capture and by automatically enforcing desired sales behaviors across all the sales org with alerts & next best actions that guide the reps. -
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Revium
Revium
Revium is an AI-powered B2B sales efficiency platform designed to enhance sales team performance by over 80%, allowing a focus on closing deals faster. The platform offers features such as prospect enrichment, multi-channel campaign management, AI-powered personalized outreach, activated leads tracking, and CRM protection. Revium automates prospect research, provides effective workflows, and generates hyper-personalized emails, call scripts, and LinkedIn messages, enabling users to increase their dialing capacity and gain visibility into campaign and team performance. The platform integrates seamlessly with HubSpot CRM to ensure a clean and accurate sales pipeline. Revium's solutions have been utilized by partnerships with companies. Revium enables salespeople to be more effective, work more efficiently, and focus on what matters most: closing deals faster. -
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Numerik
Numerik
Struggling to meet ambitious sales targets? Numerik is the roadmap and rocket fuel that drives teams to smash through goals. We consolidate all sales capabilities so your reps have the data-driven insights and real-time visibility needed to excel in one intuitive mobile platform. By syncing live with your CRM, Numerik offers an engaging way to capture customer interactions while delivering up-to-the-second metrics and forecasts to inform strategic decisions. With in-the-moment coaching, your sellers are set up for peak performance. By eliminating manual reporting and streamlining workflows in an experience designed specifically for field sales needs, Numerik allows you to focus teams on selling rather than jumping between platforms. Target standout opportunities, adjust strategy on the fly, and ensure no revenue potential goes unseen. For sales leaders seeking to operationalize growth through empowered teams, Numerik is the solution. -
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HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.Starting Price: Free -
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Kluster
Kluster
If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function. -
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Prowi
Prowi ApS
Prowi is a cloud platform that turns commission and bonus management into a real-time, transparent workflow. Import deals and activities from your CRM, apply your rules in a modular engine, and publish results instantly to managers and to our employee app that boosts sales by showing earnings the moment a deal closes. Reps validate their statements, managers approve in one flow, and payouts export to payroll. Build any plan with simple blocks: flat, tiered, accelerators, caps, overrides, team splits, product multipliers, and absence rules for holiday and sick leave. Backtest new rules on historical data, model plan changes before a quarter starts, and compare cost and attainment across scenarios. Every calculation is logged for audit. Integrations: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Podio, and CSV. Payroll exports to Zenegy, Salary, Intect, Lessor, Visma Dataløn, and more. Outcomes: fewer errors, faster month end, fewer disputes, higher data quality.Starting Price: $45/month -
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Finicast
Finicast
Cost centers can directly input their numbers into a centralized platform. Align everyone on your actuals versus forecasts and collect explanations on variances directly into your analysis. Whether from last year or zero-based, get everyone on the same page by defining clear and accurate revenue targets. Model and forecast your financial statements inside of Finicast. Forecast revenue based on historical trends and a complete set of applicable business dimensions. Analyze sales performance by segment, product, and vertical to better forecast future bookings and needs. Import your historical data and add algorithms to create a consistent scoring and segmentation analysis. Maximize coverage and set quotas that are connected to your sales forecast. Incentivize sales activity by building plans optimized for teams, regions, and products. Forecast pipeline activity based on historical trends, current channels, budgets, and other applicable business dimensions. -
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Trigerz
Trigerz
Trigerz platform is a 100% Salesforce Native application that helps your sales teams stay on top of their revenue generating tasks by driving the right behaviors, so managers and executive can focus on coaching and executing against strategy. Trigerz are notifications created by an event, scenario or action. These can then be pushed out to your teams as insights to drive the correct behavior whether you are calling, managing opportunities or prioritizing tasks.Starting Price: £35 -
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Pigment
Pigment
Bring color to your company’s future. Business strategy in real-time. Pre-built toolbox to get started in a matter of days. Instantaneous native data connectors. What if scenarios on steroids to finally focus on strategic decision making. Easy modeling of any planning and forecasting application thanks to powerful capabilities. Real time and insightful reporting. Shared tailored dashboards and models. Discussion and decisions taken directly on the platform. Delightful interface for all team members, at all levels. Seamless tracking of data edits. Secure data connectors. Enterprise-grade data governance and access rights. By design end-to-end traceability and clearances. Scale your business the right way. Make numbers a common language that everyone understands. Anticipate the future with confidence. See, understand and execute in real time. -
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SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
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QuarterOne
QuarterOne
Use your live pipeline and sales velocity metrics to better understand the financial position of your business. Without the hassle of using spreadsheets. Improve sales performance, by clearer tracking against targets. Get a real-time view of team, client and business performance against targets. Spot deal slippage before it happens and take action earlier. Improve the accuracy of your forecasting with better collaboration, increased accountability and less guesswork. We believe that critical business decisions depend upon forward-looking data. And we know that businesses that rely too much on backward-looking financials therefore simply aren’t prepared to make the right decisions to help them grow. So we decided to help businesses make better decisions by giving them access to the right forward-looking data. We do that by unlocking hidden value in your CRM data and by making that data work a lot harder for you.Starting Price: $129 per month -
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Xactly Plan
Xactly
Xactly Plan helps organizations orchestrate GTM planning through leading prepackaged functionality that are adaptable to maximize coverage without compromising effectiveness, testing potential adjustments, and continuously monitor performance to keep your revenue engine humming. Xactly’s Intelligent Revenue platform delivers predictable, profitable, and resilient revenue by breaking down the silos across your go-to-market teams to support planning, performance, and prediction. Provide the agility to manage personnel and territory changes, and maintain transparency of quotas, incentives, and goals within a centralized solution, translating sales plans into revenue growth. Keep your teams focused on the right deals, and help them unlock their earning potential. -
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Axtria SalesIQ
Axtria
Axtria SalesIQ™ is the leading sales planning and operations solution for the global life sciences industry that enables effective and motivated sales teams resulting in higher commercial success. With the sales rep role continually evolving to meet the demands of a complex commercial model, Axtria SalesIQTM empowers them to make intelligent decisions and reach the right customers at the right time with flexibility and agility. Seamlessly convert brand strategy into concrete sales plans through simulation and what-if analysis. Accelerate the launch of any drug or medical device for any therapeutic area with complete flexibility. Move from product-centric to customer-centric omnichannel interactions and engagement. Connect the dots between providers, territories, channels, and incentives. Strengthen decision making by leveraging clean, trusted data, from ingestion to insights. -
43
Prophix
Prophix Software
Prophix is a corporate performance management (CPM) software for companies of all sizes and in every industry. Prophix combines budgeting, planning, forecasting, and financial consolidation, and reporting capabilities in one platform to help businesses move beyond Excel and drive performance. Available on-premise or in the cloud, Prophix is trusted by thousands of companies worlwide to automate their core financial processes. -
44
Vortini
Vortini
Sales forecasting is always an important but challenging activity. This is, even more, the case when the business is experiencing change. Combine current pipeline details, historical analysis and behavior patterns to flag off-track forecasts and suggest a plan B. Mine your CRM for normally hidden deal data to construct a full history of forecasts, even if you haven’t kept them. Auto-populate your forecast with a recommended mix of deals based on current and historical deal data. Sales forecasts their next period, while Finance forecasts the next fiscal quarter and year. No need for dual forecasting systems. Sales isn’t just about the figure– you need analytics to understand and build on their potential to identify areas of under-performance and improve sales effectiveness. To thrive and succeed in today’s competitive environment you need to understand your customers, analyze their next move, and make the right offering. -
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Datawarehouse.io
Datawarehouse.io
Datawarehouse.io for HubSpot is a suite of apps purpose built for HubSpot designed to put your data at your fingertips. No coding is required to use any of our applications - we've already taken care of it. Datawarehouse.io processes over 2 billion records daily. Our service is predictable and reliable at scale. Datawarehouse.io utilizes all of the available HubSpot APIs to allow for seamless and data rich integrations. Because Datawarehouse.io focuses only on HubSpot we are able to provide more HubSpot data to you reliably at a low cost. Integrate your HubSpot data and empower it with BI Tools such as Tableau and Power BI. Export your HubSpot Data using our Ultimate Data Export tool built specifically for HubSpot, all in a single self service solution developed by a HubSpot Elite Solutions Partner.Starting Price: $99.00/month -
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Abacum
Abacum
Abacum is an AI-native FP&A platform designed to help finance teams manage planning, forecasting, and reporting in one unified system. It enables organizations to adapt quickly to changing business conditions by keeping data, models, and insights aligned in real time. The platform eliminates common challenges such as disconnected data sources, outdated models, and slow reporting processes. With built-in AI capabilities, Abacum automates tasks like data cleaning, anomaly detection, and forecasting. It allows teams to build and update financial models without relying on technical specialists or lengthy implementation cycles. Abacum also enhances collaboration by enabling continuous planning and shared visibility across teams. By simplifying financial workflows, it empowers finance professionals to focus on strategic decision-making rather than manual processes. -
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Relatas
Relatas
Relatas is the AI platform, successful sales teams use for Sales Execution, Account Management and Forecasting. Relatas is being used by professionals from 300+ global cities representing 1000+ companies and analysing over 10m+ interactions daily. At Relatas we believe every company should have a Sales AI platform. We offer packages for every use case. Whether you’re looking for a CXO dashboard, AI based actionable insights, improve forecasting, improved sales rep productivity, account-based selling or simply AI-based sales execution - Relatas is for you. Improve your sales team's performance with the no-data-entry Sales AI platform. Contact us today to for your custom quote. Potentially increase pipeline by 30% (that’s your missed deals that don’t show up in your pipeline). -
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HubSpot AI
HubSpot
HubSpot's AI is an advanced suite of artificial intelligence tools designed to boost productivity and efficiency for marketing, sales, and customer service teams. It includes Breeze Assistant, an in-app AI expert that helps with tasks across HubSpot's platform; AI Agents that handle marketing, sales, and customer service tasks typically performed by humans; and data enrichment features which enrich contact and company data while identifying buyer intent to target the right leads effectively. These features are seamlessly integrated throughout HubSpot’s ecosystem, delivering a comprehensive AI-powered solution for customer-facing teams to work smarter and achieve better results. -
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Automate complex sales plans, gain real-time insights, and motivate sales teams for enhanced performance and business growth. Maximize profits and performance with a highly motivated sales team. Strategic incentive compensation management can help improve the effectiveness of your sales teams by driving profitable behaviors that increase revenue and support business growth. With the SAP SuccessFactors Incentive Management solution (formerly SAP Commissions), you can design, model, and optimize highly flexible and complex incentive compensation plans; gain real-time insights; and motivate sales teams to perform at their best.
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Distributely
Distributely
Save time, sell more, and delight your customers with Distributely, the world's only lead and ticket routing app built for HubSpot. Distributely's rules-based engine allows you to assign leads and support tickets based on criteria like availability, location, or expertise, all without manual routing or overlapping workflows. A seamless integration with HubSpot workflows allows you to use Distributely to complement your existing lead follow-up and customer service processes. Unlike any other app, Distributely is designed for scaling businesses on HubSpot. Simple to set up in minutes and powerful enough for enterprise sales and service teams, Distributely enables leaders to focus less on repetition and more on rep performance. Distributely takes minutes to set up, is simple to use, and is backed by an elite HubSpot solution partner with industry expertise across marketing, sales, and operations.Starting Price: $100 per month
