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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Lative serves as a comprehensive platform for revenue planning, strategic development, and execution monitoring, designed to facilitate profitable and efficient growth. By integrating overarching targets and strategies with grassroots operational data, you can enhance investment decisions and meet your objectives more effectively. Real-time calculations of sales productivity and return on investment empower you to make informed choices that drive growth. The platform aligns your high-level revenue strategies with detailed operational insights, resulting in a unified and thorough perspective on your sales organization. It also enables you to pinpoint gaps as they arise and leverage AI to explore various what-if scenarios, ensuring you meet your sales goals. The solution promises rapid value realization through effortless connectivity and integration. With the ability to aggregate data from over 150 different sources, it delivers a single, reliable source of truth. Moreover, it offers precise and immediate revenue insights, enabling agile decision-making that adapts to the constantly changing landscape of your business, ensuring sustained success and adaptability in your growth strategy.

Description

Toolio is a cloud-native AI merchandising platform built for modern retail, designed to automate workflows, deliver real-time insights, and enable seamless collaboration. Replacing spreadsheets and legacy systems, Toolio combines an intuitive, Excel-like interface with robust, flexible planning capabilities. Planners adopt Toolio easily, its familiar grid-based layout supports copy/paste, drag-to-copy, and Excel exports while offering a more powerful planning framework underneath. With a 95%+ adoption rate, guided onboarding, and self-service resources, tangible ROI is realized fast. Toolio’s no-code configuration lets brands and retailers define custom metrics, hierarchies, and workflows, supporting top-down, bottom-up, and middle-out planning. Merchandise, assortment, and allocation planning live in one integrated environment, ensuring targets and decisions stay connected and up to date. Toolio’s AI acts as a planner’s copilot—cleansing data, optimizing forecasts, and surfacing insights across demand, sizing, and clustering. With transparent, explainable models, AI enhances human judgment, helping retailers plan faster, smarter, and with measurable results.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
NetSuite Yes 
Salesforce Yes 
Snowflake Yes 
Accenture Cloud Trade Promotion Management Yes 
BoostUp Yes 
Cin7 Inventory Management No 
GoodDay No 
Google Cloud BigQuery No 
HubSpot CRM Yes 
Looker No 
Microsoft Excel Yes 
NetSuite CRM No 
NewStore No 
Performio Yes 
Sage Accounting Yes 
ShipMonk No 
Shopify No 
WFX PLM No 

Integrations

Microsoft Dynamics 365 Yes 
NetSuite Yes 
Salesforce Yes 
Snowflake Yes 
Accenture Cloud Trade Promotion Management No 
BoostUp No 
Cin7 Inventory Management Yes 
GoodDay Yes 
Google Cloud BigQuery Yes 
HubSpot CRM No 
Looker Yes 
Microsoft Excel No 
NetSuite CRM Yes 
NewStore Yes 
Performio No 
Sage Accounting No 
ShipMonk Yes 
Shopify Yes 
WFX PLM Yes 

Pricing Details

$10,000 per year
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 No 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Lative

Country

Ireland

Website

lative.io

Vendor Details

Company Name

Toolio

Founded

2019

Country

United States

Website

www.toolio.com

Product Features

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation 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 

Product Features

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