Best Free Sales Planning Software

SalesOn is cloud-based field sales and distribution management software for distributors, manufacturers and wholesalers. Its web and mobile applications connect customer visits, sales orders, inventory, GST invoicing and payment collection in one operational workflow. Field representatives can browse product catalogues, view customer-specific prices, record visits, capture orders and log collections. Managers can review salesperson locations, attendance and activity reports, while office teams coordinate billing and order fulfilment. The Pro plan supports mobile order taking, GPS tracking, beat planning, GST invoicing, payment collection, sales targets and Tally integration. Enterprise adds distributor management, van sales, delivery management, production workflows, multi-depot controls and advanced reporting. SalesOn integrates with Tally Prime and Tally ERP 9 to connect sales and accounting workflows. Guided onboarding, team training and a dedicated account manager.

We help small retail brands and manufacturers go digital across Bharat with our FREE all-in-one business software. Live notification on receiving orders from your salesman or directly from stores and manage them easily on mobile. Accept and manage deliveries from the app. You can even assign to delivery persons and prepare automated van loading summaries. Share FREE professional GST invoice with buyers manually or automatically after order completion. Centrally organize and control your product information & pricing. Assign different pricing to different partners. Create your central directory of retailers, distributors and wholesalers with their customized profiling for sales planning. Monitor your product visibility and shelf-share. Supervise visual merchandising and brand signage remotely for retail execution. Enable field teams to collect competitor data, market information, product feedback & surveys using custom made forms.

CentralStationCRM offers simple and smart CRM software for small and medium-sized businesses. All address and customer data at a glance. Including emails, notes, to-dos and appointments. Numerous filter functions help to optimally prepare your customer data for sales and marketing. Transparent overview of all activities including notification function. So all colleagues are up to date. Sales planning, reminders and task lists ensure efficient control. Clear functions and an intuitive design reduce the training time to a minimum. We have radically eliminated complicated processes and features that only large companies need. Browser-based and can be used with any internet-enabled device, including mobile. No installation necessary. Filter your contacts with one click based on self-created categories.

Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application.

Eliminate the use of spreadsheets and move to more advanced, best-in-class integrated enterprise planning solutions from Jedox. Jedox's integrated planning solutions combine enterprise planning, data analytics, and reporting that help organizations improve collaboration among teams, create accurate forecasts and analytics, and deliver greater process visibility and transparency. Jedox is accessible from any device and also comes with inbuilt integration.