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Description

Epicflow is a predictive project portfolio management platform designed for complex, resource-constrained organizations. Built on over 20 years of research and capacity management expertise, it provides PMO, portfolio, operations, and finance leaders with a shared decision layer to convert finite specialist capacity into predictable delivery schedules, protected project margins, and maximum portfolio throughput. Organizations leveraging Epicflow can: - Predict and resolve bottlenecks early: Identify demand-capacity gaps across shared specialist pools weeks and months before they disrupt delivery commitments. - Sequence work by value per constrained hour: Automatically rank and stagger initiatives using the AI-powered Epicflow Portfolio Optimizer (EPO) and Return on Remaining Investment (RRI) to maximize financial return. - De-risk decisions with What-If simulations: Test alternative start dates, staffing reallocations, and priority shifts in isolated sandboxes before committing changes to live plans. - Connect schedules directly to financial outcomes: Quantify monetary drag cost, predicted contract penalties, and milestone-linked cash flow timing directly from resource-constrained delivery dates. - Deploy without operational friction: Operate as a strategic decision overlay above existing tools (Jira, Microsoft Project, Oracle Primavera P6, SAP) while preserving native team workflows and systems of record. - Accelerate delivery throughput by 20–50%: Execute significantly more projects using existing specialist capacity without increasing headcount or operational costs. By uniting operational capacity with commercial outcomes, Epicflow enables enterprise leadership to replace reactive firefighting with proactive, value-driven portfolio governance.

Description

A sales performance management solution tailored for HubSpot users is here to enhance your sales strategy. By leveraging your historical HubSpot data, you can effectively plan your sales approach and set realistic targets. Optimize your sales capacity management with well-structured hiring timelines to ensure you meet your goals. Avoid unexpected challenges at the end of the quarter by employing various forecasting techniques. Implement what-if scenarios to strategically allocate resources for maximum efficiency. Extract valuable sales insights from HubSpot that can guide your decision-making process. With access to predefined planning templates and dynamic assessments of goal feasibility, you can streamline your strategy. Harness AI and predictive forecasting capabilities to achieve precise projections for future sales. Keep a close eye on essential sales performance metrics in real-time, enabling you to make informed adjustments swiftly. Identify performance gaps related to personnel, processes, and pipelines without the need for extensive report analysis. Evaluate your current sales capacity and automatically determine the additional resources required to meet your sales targets. Additionally, track the progression of your sales pipeline in real-time to quickly identify and address potential bottlenecks that could hinder your success.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Sales Hub No 
Jira Yes 
Microsoft Project Yes 
Oracle Primavera Yes 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Sales Hub Yes 
Jira No 
Microsoft Project No 
Oracle Primavera No 

Pricing Details

On request
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Epicflow

Founded

2017

Country

Netherlands

Website

www.epicflow.com

Vendor Details

Company Name

Forecastio

Founded

2023

Country

United States

Website

forecastio.ai/

Product Features

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling No 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management No 

Product Features

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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