--- title: "Best Sales Forecasting Software - 2026 Reviews & Pricing" description: "Find the best Sales Forecasting Software for your organization. Compare top Sales Forecasting Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/sales-forecasting/" page_type: "category" language: "en" --- [Home](https://www.softwareadvice.com/) / Sales Forecasting Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Sales Forecasting Software of 2026 Updated August 16, 2026 On this page 1. FrontRunners 2. Popular Comparisons 3. Related Software Filter products 188 results ### Compare Products Showing 1 - 25 of 188 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: NetSuite [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.23 [(2062)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) ### What users love - Tailored workflows and dashboards - Comprehensive all-in-one platform - Centralized financial operations hub ### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent assistance ### Best rated features: "What If" Scenarios 5.0 Aging Tracking 5.0 Vendor Master Data Management 5.0 Project Tracking 5.0 [See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features) ### Product: Sage Intacct [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) 4.28 [(714)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management software, expertly designed to bring rich financial and operational insights to a variety of businesses. Recognized for its robust accounting capabilities, Sage Intacct is particularly tailored for small to midsize enterprises looking to streamline their financial processes while gaining access to real-time monetary data. From an architectural standpoint, Sage Intacct stands as an adaptable platform equipped to integrate with numerous other applications. This flexibility enables it to easily fit into a wide range of business ecosystems, accommodating the diverse and evolving needs of modern organizations. Central to its design is an appreciation for differing industry requirements, which Sage Intacct meets with its industry-specific solutions, thereby supporting a more personalized financial management experience. The platform is lauded for its user-friendly interface, crafted to simplify complex financial data compilation and present it in an easily digestible format. Users are able to construct comprehensive financial reports that garner insights without requiring an extensive background in data analysis. This function is vital for companies aiming to make informed decisions quickly and with confidence. A defining trait of Sage Intacct is the commitment to financial visibility. With its advanced reporting and dashboard capabilities, stakeholders can dissect and monitor financial metrics that are critical to a business’s strategic vision, enabling leadership to pivot or accelerate with accurate backing. Moreover, Sage Intacct is engineered to scale, offering entities the assurance that the software can grow in tandem with their operations. In accounting terms, Sage Intacct is a friend to compliance, offering a suite of features that assist businesses in adhering to accounting standards and regulations, such as GAAP, IFRS, and others. It also reinforces internal controls, helping to mitigate financial risk and establish a transparent financial environment. Given its cloud foundation, Sage Intacct provides anywhere, anytime access to financial data, a necessity in a globalized and mobile business landscape. The security of this data is not overlooked; Sage Intacct commits to established protocols to safeguard sensitive financial information against modern threats. Sage Intacct, thus, stands out as a potent tool that facilitates enhanced financial management, augments strategic decision-making capabilities, and assures compliance and security, all while offering expandability to accommodate the dynamic nature of growing businesses. It remains an integral part of the Sage Business Cloud, geared towards empowering organizations with precision and agility in their financial operations.... [Read more](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) ### What users love - User-friendly and intuitive interface - Robust accounting process automation - Flexible, detailed financial insights ### To take in mind - Complex and rigid report customization - Slow and inconsistent support experience - Expensive and rising subscription costs ### Best rated features: Vendor Management 5.0 For Nonprofits 5.0 Real-Time Reporting 5.0 ERP integration 5.0 [See all features](https://www.softwareadvice.com/accounting/intacct-accounting-profile/#key-features) ### Product: Gong.io [Gong.io](https://www.softwareadvice.com/call-center/gong-profile/) 4.81 [(561)](https://www.softwareadvice.com/call-center/gong-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Gong is an AI-based revenue intelligence platform that helps businesses centralize revenue workflows in a unified platform. The platform caters to a wide range of industries, empowering sales, customer success, marketing, and revenue operations teams to drive productivity, predictability, and pipeline growth. Gong's key features include AI-powered engagement and forecasting capabilities. Gong Engage let stakeholders use AI to inform the engagement strategy and eliminate redundant tasks and ineffective outreach. Gong Forecast powers the revenue operating rhythm with more customer data, enabling organizations to drive forecast accuracy and organization-wide actionability. The platform also enables teams to simplify data management and provides comprehensive customer insights through the Gong Data Engine, which automates data capture, mapping, and protection across the revenue lifecycle. Gong's AI capabilities map insights to the specific business context, informing critical decisions.... [Read more](https://www.softwareadvice.com/call-center/gong-profile/) ### What users love - Comprehensive call review capabilities - Sales process optimization tools - Detailed conversation analytics insights ### To take in mind - Transcription accuracy and delays - Inconsistent call recording reliability ### Best rated features: Data Visualization 5.0 Trend Analysis 5.0 Sales Automation 5.0 Sales Trend Analysis 5.0 ### Worst rated features: Sales Onboarding & Training 1.0 Call Scripting 3.0 Sales Pipeline Management 3.0 [See all features](https://www.softwareadvice.com/call-center/gong-profile/#key-features) ### Product: PriceLabs [PriceLabs](https://www.softwareadvice.com/vacation-rental/pricelabs-profile/) 4.89 [(250)](https://www.softwareadvice.com/vacation-rental/pricelabs-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary PriceLabs is a powerful revenue management & dynamic pricing platform for hospitality accommodations. Vacation rentals, hotels, aparthotels, RVs, and campgrounds use PriceLabs to optimize revenue, save valuable time, and access the latest market data. It integrates with Airbnb, Vrbo, and 150+ Property Management Systems (PMSs) and provides data-driven pricing recommendations coupled with flexible automation rules & customizations. Founded in 2014, PriceLabs today prices over 500,000 units across 150+ countries and is available in 6 languages.... [Read more](https://www.softwareadvice.com/vacation-rental/pricelabs-profile/) ### Best rated features: Pricing Analytics 5.0 Custom Pricing Rules 5.0 Elasticity-based pricing 5.0 Booking Management 5.0 ### Worst rated features: Activity Dashboard 3.7 Discount Management 3.9 Trend Analysis 4.0 [See all features](https://www.softwareadvice.com/vacation-rental/pricelabs-profile/#key-features) ### Dynamic Pricing $19.99/month For 1 listing. ### Market Dashboards $9.99/month From 1000 to 10,000 listings. ### Revenue Estimator Pro $10.00/month From 2 estimates to 50 estimates. [See full pricing details](https://www.softwareadvice.com/vacation-rental/pricelabs-profile/#pricing-and-plans) ### Product: Substrata Q [Substrata Q](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/) 4.92 [(166)](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/) Best for:Opportunity Management ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Emotions, attitudes and perceptions of social status play a tremendous role in the world of business dealmaking, negotiation and sales. Substrata Q is an email genius for dealmakers and sales professionals. It uses social signal processing AI to deeply analyze sales conversations in emails - read between the lines - and infer true meaning. Q provides real-time data-driven suggestions on how to respond to every email in a way that will maximize your chances of winning the deal. Its Performance Q feature allows you to study your own communication patterns and improve your overall performance as a dealmaker.... [Read more](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/) ### Best rated features: Performance Metrics 5.0 Sales Trend Analysis 5.0 Recommendations 5.0 Opportunity Management 4.9 [See all features](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/#pricing-and-plans) ### Product: EngageBay CRM [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.65 [(909)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/) ### What users love - Responsive and helpful support team - Affordable and feature-rich plans - Intuitive and user-friendly interface ### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth ### Best rated features: Multi-Campaign 5.0 Real-Time Chat 5.0 Customer Engagement 5.0 Responsive Web Design 5.0 [See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features) ### Product: Upmetrics [Upmetrics](https://www.softwareadvice.com/product/449851-Business-Plan-Software/) 4.86 [(119)](https://www.softwareadvice.com/product/449851-Business-Plan-Software/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Upmetrics is a cloud-based and AI-enabled business planning software that helps small businesses manage growth strategies. The tool helps entrepreneurs generate text and rewrite and adjust the tone of the content. It offers step-by-step guidance, several sample business plans and automated financials. Upmetrics enables businesses to forecast financials, prepare budget, manage financial decisions and collaborate with remote teams. It also lets users track projects and customize business plans.... [Read more](https://www.softwareadvice.com/product/449851-Business-Plan-Software/) ### Best rated features: Project Tracking 5.0 Accounting 5.0 Budgeting/Forecasting 5.0 Cash Flow Management 5.0 ### Worst rated features: Commenting/Notes 4.0 [See all features](https://www.softwareadvice.com/product/449851-Business-Plan-Software/#key-features) ### Product: Datarails [Datarails](https://www.softwareadvice.com/accounting/datarails-profile/) 4.74 [(237)](https://www.softwareadvice.com/accounting/datarails-profile/reviews/) Best for:General Ledger ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Datarails is a financial planning and analysis (FP&A) software. The platform serves a wide range of industries, such as construction, technology, logistics, manufacturing, healthcare, and retail. Datarails automates data consolidation, reporting, and planning processes. The platform integrates with accounting software, enterprise resource planning (ERP) systems, and customer relationship management (CRM) tools.... [Read more](https://www.softwareadvice.com/accounting/datarails-profile/) ### Best rated features: Drag & Drop 5.0 Workflow Management 5.0 "What If" Scenarios 5.0 Ad hoc Reporting 5.0 [See all features](https://www.softwareadvice.com/accounting/datarails-profile/#key-features) ### Product: Teamgate [Teamgate](https://www.softwareadvice.com/crm/teamgate-profile/) 4.81 [(155)](https://www.softwareadvice.com/crm/teamgate-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Teamgate is a user-friendly, yet extremely powerful CRM for Sales and SaaS teams of all sizes. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential.... [Read more](https://www.softwareadvice.com/crm/teamgate-profile/) ### Best rated features: Interaction Tracking 5.0 Third-Party Integrations 5.0 Calendar Sync 5.0 Opportunity Management 5.0 [See all features](https://www.softwareadvice.com/crm/teamgate-profile/#key-features) ### Starter $0.00/month All the basic contact and communication tools to get you started. ### Teams $39.90/month Boost sales efficiency and process management with our scalable and complete toolkit for SMBs. ### Growth $59.90/month Take your sales team to the next level, with deeper insights, extensive analytics, integrations and enhanced sales tools.... [Read more](https://www.softwareadvice.com/crm/teamgate-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/teamgate-profile/#pricing-and-plans) ### Product: monday CRM [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.69 [(465)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services. The platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously. monday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.... [Read more](https://www.softwareadvice.com/marketing/monday-crm-profile/) ### What users love - Intuitive interface and onboarding - Customizable workflows for teams - Efficient client relationship management ### To take in mind - Expensive for small teams ### Best rated features: Opportunity Management 5.0 Lead Scoring 5.0 Prioritization 5.0 Project Management 5.0 ### Worst rated features: Dashboard 2.0 Meeting Management 3.0 Campaign Management 3.0 Data Security 3.5 [See all features](https://www.softwareadvice.com/marketing/monday-crm-profile/#key-features) ### Basic $12.00/month ### Standard $17.00/month ### Pro $28.00/month [See full pricing details](https://www.softwareadvice.com/marketing/monday-crm-profile/#pricing-and-plans) ### Product: Scratchpad [Scratchpad](https://www.softwareadvice.com/crm/scratchpad-profile/) 4.89 [(96)](https://www.softwareadvice.com/crm/scratchpad-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Scratchpad is a new experience for sales reps, managers, and sales leaders that makes managing pipeline, inspecting deals, coaching, and forecasting fast, simple, and delightful. Supporting sales teams who depend on Salesforce, require speed, and a better way to work together. Try and experience Scratchpad first. Pay and add your team later.... [Read more](https://www.softwareadvice.com/crm/scratchpad-profile/) ### Best rated features: Content Management 5.0 Productivity Tools 5.0 For Sales Teams/Organizations 5.0 Collaboration Tools 4.3 [See all features](https://www.softwareadvice.com/crm/scratchpad-profile/#key-features) ### Free $0.00/month The plan is ideal for individuals who want to start. ### Team $39.00/month The plan is billed annually and is suitable for small-sized revenue teams. ### Business $79.00/month The plan is billed annually and is suitable for medium- and large-sized revenue teams. [See full pricing details](https://www.softwareadvice.com/crm/scratchpad-profile/#pricing-and-plans) ### Product: Sage Sales Management [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) 4.64 [(170)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) ### Best rated features: Marketing Automation 5.0 For Insurance Industry 5.0 Document Storage 5.0 Quotes/Estimates 5.0 ### Worst rated features: Product Catalog 3.0 [See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features) ### Basic €19.00/month [See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans) ### Product: Ebsta [Ebsta](https://www.softwareadvice.com/crm/ebsta-profile/) 4.80 [(104)](https://www.softwareadvice.com/crm/ebsta-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary 69% of salespeople are failing to hit quota. It's not sustainable. If you do as you always have done, you are doomed to repeat the same mistakes. Ebsta guides reps to more effective pipeline reviews, forecast calls, and sales processes. Over 500+ customers trust Ebsta to improve the effectiveness of their sales teams. Ebsta adapts to the sales team's methodology, sales process, and objectives to support teams with effective decision-making at every stage.... [Read more](https://www.softwareadvice.com/crm/ebsta-profile/) ### Best rated features: Activity Tracking 5.0 Engagement Tracking 5.0 Customer Database 5.0 Reporting/Analytics 5.0 [See all features](https://www.softwareadvice.com/crm/ebsta-profile/#key-features) ### Conversation Intelligence $50.00/month Billed annually. Available with Salesforce and HubSpot ### Relationship Intelligence $60.00/month Billed annually. Only available with Salesforce ### Revenue Intelligence $70.00/month Billed annually. Available with Salesforce and Hubspot [See full pricing details](https://www.softwareadvice.com/crm/ebsta-profile/#pricing-and-plans) ### Product: Kommo [Kommo](https://www.softwareadvice.com/product/3142-Kommo/) 4.46 [(258)](https://www.softwareadvice.com/product/3142-Kommo/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities Lead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses. With workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android. The setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.... [Read more](https://www.softwareadvice.com/product/3142-Kommo/) ### What users love - Centralized multi-channel integration hub - Streamlined lead tracking workflow - Organized sales process oversight ### To take in mind - Slow and ineffective support response ### Best rated features: Appointment Scheduling 5.0 Engagement Tracking 5.0 Mobile App 5.0 Sales Forecasting 5.0 ### Worst rated features: Segmentation 1.0 Lead Qualification 2.5 [See all features](https://www.softwareadvice.com/product/3142-Kommo/#key-features) ### Base $15.00/month 2,500 active leads per user ### Advanced $25.00/month 5,000 active leads per user ### Enterprise $45.00/month 10,000 active leads per user [See full pricing details](https://www.softwareadvice.com/product/3142-Kommo/#pricing-and-plans) ### Product: Salesflare [Salesflare](https://www.softwareadvice.com/marketing/salesflare-profile/) 4.70 [(139)](https://www.softwareadvice.com/marketing/salesflare-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work. It automates the data entry user would normally have in a CRM by gathering data from social profiles, emails, calendars, phones, company databases, and professional email signatures. Salesflare's customers use its CRM primarily to generate and follow-up leads at scale, assisted by its sales tracking and automation features. It has built-in email tracking, capabilities for sending personal emails at scale, lead scoring, social integrations, sales analytics, and an automated address book. Salesflare's full functionality is available across all devices used: Windows, Mac, Linux, iPhone, iPad, Android phones and tablets, ... and even inside Gmail or Outlook inboxes. The software is focused on accelerating B2B sales and is primarily used by marketing agencies, software companies, startups, consulting companies, commercial real estate agencies, non-profits, pharmaceutical, and manufacturing companies.... [Read more](https://www.softwareadvice.com/marketing/salesflare-profile/) ### Best rated features: Customizable Fields 5.0 Event Triggered Actions 5.0 Performance Metrics 5.0 Sales Activity Management 5.0 [See all features](https://www.softwareadvice.com/marketing/salesflare-profile/#key-features) ### Growth $29.00/month [See full pricing details](https://www.softwareadvice.com/marketing/salesflare-profile/#pricing-and-plans) ### Product: Phocas [Phocas](https://www.softwareadvice.com/bi/phocas-profile/) 4.74 [(135)](https://www.softwareadvice.com/bi/phocas-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Phocas is a SaaS platform designed to help mid-market businesses in manufacturing, wholesale distribution, and retail make data-driven decisions. Combining business intelligence (BI) and financial planning and analysis (FP&A) in one integrated solution, it simplifies the way businesses access, analyze, and plan their data. It connects teams with the insights they need to understand their business better and drive growth. Phocas integrates with ERP systems including Epicor, Sage, and Oracle NetSuite, extending their capabilities by centralizing data from ERP, CRM, spreadsheets, and other systems into one intuitive platform. This unified view enables cross-functional teams to make more informed decisions with real-time insights. Key features include intuitive dashboards, ad hoc reporting, financial statements, budgeting, forecasting, and automated rebate management. Phocas is designed for self-service, empowering users at all levels of the business to access and analyze data. By automating manual processes including consolidating financial and operational data, it helps users focus on strategic activities. It assists with preparing monthly reports, analyzing trends, managing cash flow, or optimizing rebates. Phocas centralizes data from ERP and other systems into one platform. With drill-down capabilities, AI-powered queries, and customizable pivot tables, users can explore everything from high-level overviews to granular transaction details. Ad hoc reporting tools let users create custom reports and dashboards, while KPI alerts ensure teams stay on top of performance and act to drive improvements across sales, products, and customers. Phocas transforms ERP data into up-to-date profit and loss, balance sheet, and cash flow statements. By automating financial reporting, integrating prebuilt formulas and ratios, and offering drill-down capabilities, it helps finance teams identify and resolve performance issues quickly. With customizable statements and secure access controls, teams can share actionable financial data with stakeholders across the business. Phocas provides a tool for connected business planning. It consolidates financial budgets, sales forecasts, headcount, and demand planning into one platform, enabling collaboration through workflows, user permissions, and audit logs. Live actuals and driver-based functionality allow businesses to track performance, compare plans to results, and adjust forecasts. The self-serve tool supports growing businesses with the ability to manage budgeting, helping users make informed decisions. Phocas Rebates automates rebate calculations and ensures accuracy. Built on a BI foundation, it helps businesses identify trends, spot near misses, and assess rebate performance. With real-time updates, users can optimize product offers, pricing, and purchasing decisions to capitalize on emerging opportunities and maximize profitability while strengthening trading relationships. Phocas CRM brings sales, finance, and customer data together in one platform, offering real-time insights for sales analysis and account management. By providing accurate sales reporting and streamlining the customer relationship process, it bridges the gap between finance and sales, empowering businesses to make informed decisions.... [Read more](https://www.softwareadvice.com/bi/phocas-profile/) ### Best rated features: Data Management 5.0 Reporting & Statistics 5.0 ETL 5.0 Statistical Analysis 5.0 ### Worst rated features: Data Cleansing 3.0 Collaboration Tools 3.5 [See all features](https://www.softwareadvice.com/bi/phocas-profile/#key-features) ### Product: Close [Close](https://www.softwareadvice.com/crm/close-io-profile/) 4.66 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/) ### Best rated features: Call Recording 5.0 Lead Notifications 5.0 Customizable Templates 5.0 Third-Party Integrations 5.0 ### Worst rated features: Data Import/Export 1.0 Real-Time Notifications 1.0 [See all features](https://www.softwareadvice.com/crm/close-io-profile/#key-features) ### Solo $9.00/month Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in one place.... [Read more](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Essentials $35.00/month A great plan for small teams. ### Growth $99.00/month Automation to help your team move faster. [See full pricing details](https://www.softwareadvice.com/crm/close-io-profile/#pricing-and-plans) ### Product: Firefish [Firefish](https://www.softwareadvice.com/hr/firefish-profile/) 4.58 [(291)](https://www.softwareadvice.com/hr/firefish-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Accelerating profitable growth requires a recruitment CRM that provides decision-speed data from billing to the boardroom. Maximising profitability by promoting a CRM-first strategy that increases revenue per recruiter through an enriched and engaged database, admin automation and increased recruiter engagement. Agency leaders require insight into the effectiveness of activities, channels, and performance in real-time. Providing real-time insights that enable agencies to reduce operational costs. Firefish is the recruitment CRM that puts data at the heart of your recruitment agency – accelerating profitable growth for the recruitment agencies of tomorrow.... [Read more](https://www.softwareadvice.com/hr/firefish-profile/) ### Best rated features: Interview Management 5.0 Resume Storage 5.0 Job Application Management 5.0 Activity Tracking 5.0 ### Worst rated features: Job Board 3.0 Reminders 3.5 Customizable Branding 3.5 Functions/Calculations 3.5 [See all features](https://www.softwareadvice.com/hr/firefish-profile/#key-features) ### Product: Hermix [Hermix](https://www.softwareadvice.com/sales-forecasting/hermix-profile/) 4.72 [(99)](https://www.softwareadvice.com/sales-forecasting/hermix-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Hermix helps companies win public contracts, through AI-driven tender monitoring, analysis, and real-time market intelligence. We work with Capgemini, Atos, Publicis-Sapient, Fujitsu, Indra, Accenture, Unisys, Technopolis, Cegeka, Cancom, OTE, Kyndryl, Tata etc. We cover the entire Europe, including Belgium, Luxembourg, Netherlands, Norway, Germany, UK, France, Spain, Portugal, Italy, Greece, Romania, Poland, Czechia etc. What you can do: - Monitor public tenders across Europe, with tailored alerts - Summarize complex tender documents instantly with AI - Qualify opportunities based on budgets, buyers, competition, and past awards - Gain deep market intelligence: understand who buys, who wins, what, when, where, and how - Use segmentation, forecasting, and drill-downs via our governmentgraphics engine - See detailed partner and competitor profiles - Adopt a faster, clearer, and more strategic B2G sales process All powered by AI, built for sales and bid teams, and tested against the challenges of public procurement. The Public Sector Opportunity: - 53% of the EU’s GDP is public spending. - €2 trillion in public procurement across the EU. - €14 trillion worldwide. Many companies still rely on Excel to track tenders, with insights buried in PDFs, leading sales teams to spend hours on unqualified opportunities. We built Hermix to change that. What Changes for Your Team: - Save time with clean, automated workflows. - Win more with better-qualified tenders. - Achieve proposal success rates of 60–70%. - Enhance delivery quality with better partners and data. - Establish predictable public sector sales at scale. Our partners: University of Luxembourg, KU Leuven, University of Bucharest, EuropIA. We are part of Microsoft, Amazon AWS, and Nvidia programmes for cloud and AI. Need help? Reach us via chat, email, phone, social media, or WhatsApp. Follow us and bring B2G into the 21st century.... [Read more](https://www.softwareadvice.com/sales-forecasting/hermix-profile/) ### Best rated features: Role-Based Permissions 5.0 Ad hoc Reporting 5.0 Trend Analysis 4.8 Alerts/Notifications 4.7 ### Worst rated features: Visual Discovery 4.0 [See all features](https://www.softwareadvice.com/sales-forecasting/hermix-profile/#key-features) ### Starter €160.00/month Get instant access to public sector sales intelligence. Search tenders, monitor updates, and run commercial & competitive analysis in one powerful platform.... [Read more](https://www.softwareadvice.com/sales-forecasting/hermix-profile/#pricing-and-plans) ### Pro €360.00/month Unlock the full power of the Hermix platform. Search everything. Analyze strategically. Export, integrate, and act with confidence across the entire public sector sales lifecycle.... [Read more](https://www.softwareadvice.com/sales-forecasting/hermix-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/sales-forecasting/hermix-profile/#pricing-and-plans) ### Product: Float Cash Flow [Float Cash Flow](https://www.softwareadvice.com/product/93313-Float-Cash-Flow/) 4.76 [(67)](https://www.softwareadvice.com/product/93313-Float-Cash-Flow/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Float is a cloud-based solution, which assists accountants and bookkeepers with cash flow forecasting and finance management. The platform comes with an activity dashboard, which enables administrators to create multiple budgets in different categories and track actuals against cash budgets across channels. Key features include budget management, data import, invoicing, billing, scenario planning and reporting. It allows managers to import invoices and bills and view outstanding balances. The scenario modeling tool helps team members plan different cash situations, optimizing decision-making for businesses. Additionally, accountants can generate reports in PDF or CSV formats on spending, future cash flows, scenario comparison and more. Float offers integration with various third-party accounting applications including Xero, QuickBooks Online and FreeAgent, helping users import accounts, invoices, transactions and more. The system is offered on monthly or annual subscriptions and support is provided via email, live chat and online help desk.... [Read more](https://www.softwareadvice.com/product/93313-Float-Cash-Flow/) ### Best rated features: "What If" Scenarios 1.0 [See all features](https://www.softwareadvice.com/product/93313-Float-Cash-Flow/#key-features) ### Essential - For Businesses $59.00/month Essential for Businesses Plan is priced at $59/month, billed annually or $69/month billed monthly. Plan includes 3 users, 5 scenarios, 3 years of future forecasts, and additional bookkeeping features. Plans have no setup fees or contracts, and offer a 14 day free trial period.... [Read more](https://www.softwareadvice.com/product/93313-Float-Cash-Flow/#pricing-and-plans) ### Premium - For Businesses $99.00/month Premium for Businesses Plan is priced at $99/month, billed annually or $119/month billed monthly. Plan includes 10 users, 10 scenarios, 3 years of future forecasts, all features offered in Essential plan, plus a quarterly forecast review with a Float expert. Plans have no setup fees or contracts, and offer a 14 day free trial period.... [Read more](https://www.softwareadvice.com/product/93313-Float-Cash-Flow/#pricing-and-plans) ### Enterprise - For Businesses $199.00/month Enterprise for Businesses Plan is priced at $199/month, billed annually or $249/month billed monthly. Plan includes 100 users, 100 scenarios, 3 years of future forecasts, all features offered in the Premium plan, plus a dedicated account manager. Plans have no setup fees or contracts, and offer a 14 day free trial period.... [Read more](https://www.softwareadvice.com/product/93313-Float-Cash-Flow/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/product/93313-Float-Cash-Flow/#pricing-and-plans) ### Product: Upnify CRM [Upnify CRM](https://www.softwareadvice.com/business-management/upnify-crm-profile/) 4.77 [(64)](https://www.softwareadvice.com/business-management/upnify-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Upnify CRM is a customer relationship management solution designed by business leaders for the international market. It allows users to track each of your contacts, generating more opportunities that can translate into new business for your company. Upnify provides tools that simplify activities that impact executive work, saving time and increasing efficiency. Change your management skills with Upnify, standardizing the phases of your business process and making a good impression on your potential customers.... [Read more](https://www.softwareadvice.com/business-management/upnify-crm-profile/) ### Best rated features: Calendar Management 5.0 Activity Dashboard 5.0 Interaction Tracking 5.0 Multi-Channel Communication 5.0 ### Worst rated features: Website Visitor Tracking 2.0 [See all features](https://www.softwareadvice.com/business-management/upnify-crm-profile/#key-features) ### Basic $17.00/month [See full pricing details](https://www.softwareadvice.com/business-management/upnify-crm-profile/#pricing-and-plans) ### Product: StockIQ [StockIQ](https://www.softwareadvice.com/scm/stockiq-profile/) 4.86 [(44)](https://www.softwareadvice.com/scm/stockiq-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary StockIQ is a supply chain management (SCM) suite for distributors and manufacturers of all sizes. The solution is available in cloud-based or on-premise deployments. Key features include supply chain planning, demand planning, supplier management, and procurement. StockIQ offers a proprietary demand forecasting algorithm that enables users to generate forecasts for individual customers or channels. The purchasing module allows users to create purchase orders, transfer orders, and work orders. StockIQ can automatically adjust for real-world factors like order cycle intervals, holidays, and delivery schedules from suppliers. StockIQ's supplier management module is able to generate lead times calculated from actual receipt history, instead of simple fixed numbers or averages. The promotion management module tracks the performance of all sales and promotions. Inventory management can identify excess, define service level targets, monitor inventory turns, handle backorders, generate expiration forecasts, and track new item performance.... [Read more](https://www.softwareadvice.com/scm/stockiq-profile/) ### Best rated features: Inventory Optimization 5.0 Performance Metrics 5.0 Inventory Auditing 5.0 Supplier Management 5.0 ### Worst rated features: Sales & Operations Planning 2.0 [See all features](https://www.softwareadvice.com/scm/stockiq-profile/#key-features) ### Product: Pipedrive [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.53 [(3058)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Best for:Popular ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features. Pipedrive’s interface empowers salespeople to streamline workflows and unite their tasks in one workspace. Its AI-powered tools offer personalized sales tips which assists users with winning and renewing deals.... [Read more](https://www.softwareadvice.com/crm/pipedrive-profile/) ### What users love - Intuitive interface and onboarding - Streamlined sales process organization - Responsive support and guidance ### To take in mind - Integration and email limitations - Extra costs for key features - Limited reporting and analytics ### Best rated features: Content Delivery 5.0 Click Tracking 5.0 Multi-Channel Communication 5.0 Client/Property Matching 5.0 [See all features](https://www.softwareadvice.com/crm/pipedrive-profile/#key-features) ### Lite $19.00/month This plan is available at $14/seat/month billed annually or $24/seat/month billed monthly. ### Growth $34.00/month This plan is available at $39/seat/month billed annually or $49/seat/month billed monthly. ### Premium $64.00/month This plan is available at $49/seat/month billed annually or $79/seat/month billed monthly. [See full pricing details](https://www.softwareadvice.com/crm/pipedrive-profile/#pricing-and-plans) ### Product: Tubular [Tubular](https://www.softwareadvice.com/crm/tubular-profile/) 5.0 [(31)](https://www.softwareadvice.com/crm/tubular-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Tubular is a cloud-based customer relationship management platform that assists users in creating and managing tasks from different sources. It features reports and forecasting, integration, collaboration, gamification, task management, call logs and label customization. Tubular helps users manage new leads across multiple campaigns through email marketing, web contact forms and more. Users can also check call activity in order to review calls and check lead progress. The reports and forecasting feature helps users analyze trends in order to target relevant customers. Users can share their feedback with colleagues through the system. The tool integrates with Mailchimp, Autopilot, Typeform and more.... [Read more](https://www.softwareadvice.com/crm/tubular-profile/) ### Pro $20.00/month The plan is offered at $17 per user per month on annual subscription. ### Enterprise $45.00/month The plan is offered at $36 per user per month on annual subscription. [See full pricing details](https://www.softwareadvice.com/crm/tubular-profile/#pricing-and-plans) ### Product: Netstock [Netstock](https://www.softwareadvice.com/inventory-management/netstock-profile/) 4.82 [(72)](https://www.softwareadvice.com/inventory-management/netstock-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Netstock is a cloud-based supply and demand planning platform that optimizes inventory management. It forecasts demand, minimizes stock-outs and reduces inventory levels. The tool supports industries such as manufacturing, retail, wholesale and healthcare with tailored solutions. Netstock's features include inventory optimization, forecasting, ordering and supplier performance tracking. The demand and capacity planning modules offer customizable tools for accurate demand prediction and production planning. The tool integrates seamlessly with third-party ERP systems, processing data to generate insights. Its intuitive dashboards offer full visibility into supply and demand, keeping businesses agile and profitable.... [Read more](https://www.softwareadvice.com/inventory-management/netstock-profile/) ### Best rated features: Reporting & Statistics 5.0 Alerts/Notifications 5.0 eCommerce Management 5.0 Data Visualization 5.0 ### Worst rated features: Customizable Reports 3.7 Purchase Order Management 3.8 [See all features](https://www.softwareadvice.com/inventory-management/netstock-profile/#key-features) 1 [2](https://www.softwareadvice.com/sales-forecasting/?page=2)[3](https://www.softwareadvice.com/sales-forecasting/?page=3)[4](https://www.softwareadvice.com/sales-forecasting/?page=4)[5](https://www.softwareadvice.com/sales-forecasting/?page=5) ... [8](https://www.softwareadvice.com/sales-forecasting/?page=8) ## Popular Comparisons [ HubSpot Sales Hub vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/2764-Salesforce/vs/21946-hubspot-sales/)[ Pipedrive vs Zoho CRM ](https://www.softwareadvice.com/crm/pipedrive-profile/vs/zoho-crm/)[ Sage Intacct vs NetSuite ](https://www.softwareadvice.com/accounting/intacct-accounting-profile/vs/netsuite-financials-accounting-software/) ## Your Guide to Top Sales Forecasting Software, August 2025 Software Advice uses reviews from real software users to highlight the top-rated Sales Forecasting products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [Freshsales](https://www.softwareadvice.com/product/113796-Freshsales/) - [Gong.io](https://www.softwareadvice.com/call-center/gong-profile/) - [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) - [Insightly](https://www.softwareadvice.com/product/2667-Insightly/) - [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) - [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) - [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) - [Qlik Sense](https://www.softwareadvice.com/bi/qlik-sense-profile/) - [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) - [SalesLoft](https://www.softwareadvice.com/crm/salesloft-profile/) - [Workday Adaptive Planning](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/) - [Zipteams](https://www.softwareadvice.com/voip/zipteams-profile/) - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ### Related Sales Forecasting Software - [CPQ Software](https://www.softwareadvice.com/cpq/) - [Commission Software](https://www.softwareadvice.com/commission/) - [Proposal Management Software](https://www.softwareadvice.com/proposal-management/) - [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/) - [RFP Software](https://www.softwareadvice.com/rfp/) - [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/) - [Sales Performance Management Software](https://www.softwareadvice.com/sales-performance-management/) - [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/)