Best Sales Forecasting Software for Microsoft 365

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite

WinMan ERP software is a powerful, scalable solution tailored for manufacturers and distributors. It enhances productivity, profitability, and efficiency by providing real-time insights, reducing waste, and eliminating duplicate tasks. Designed for businesses with complex manufacturing and distribution needs, WinMan adapts to changing circumstances and supports growth. As the Authors of our ERP solutions, we prioritise efficiency and flexibility, enabling informed decision-making and operational peace of mind.

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.

Board stands out as a highly regarded decision-making platform suitable for organizations of all sizes. It integrates business intelligence, corporate performance management (CPM), and analytics into a single robust solution, allowing users to create and manage applications swiftly and effortlessly without any coding. With various deployment options available, Board ensures that users can access critical information more efficiently and promptly. This flexibility enhances the overall decision-making process, making it an invaluable tool for businesses striving for success.

ForceManager’s CRM solution is specifically crafted for sales representatives, designed with their needs and priorities at the forefront. The primary objective of ForceManager is to streamline the tasks of sales reps, enabling them to concentrate on what truly matters: closing deals and nurturing client relationships. As a top-tier CRM, ForceManager offers a comprehensive WebApp that accommodates various work environments, whether at home, in the office, or out in the field. The effectiveness of this solution can be attributed to its intuitive design, integrated geolocation capabilities, and impressive user adoption levels. Based in Barcelona, Spain, ForceManager has expanded its reach with international offices in cities such as London, Berlin, Venice, Mexico City, Madrid, Bogota, and Boston. With a dedicated team of over 100 employees, we proudly support a diverse customer base of 1,500 clients around the globe, ensuring they have the tools needed for success.

PlanMagic Business offers a complete package to help you create your business plan and project financials. Advanced Edition (AE), offers 2 investor pitches, executive dashboard and state-of-the art analyses and scenarios, as well as an interesting Web-marketing guide. *A MS Word template for a business plan. *Fully automated close to reality financial projection application (MS Excel). *A PowerPoint presentation template to help you plan your business. *An award-winning PowerPoint investor pitch deck that has been beautifully prepared (AE only). *An online guide to complete business plans that covers all related topics *A few small, but useful business tools Extra features *Easy to Use - Simple and easily understood terms, clearly explained. *Print wizard - Pre-formatted business financial printouts in Letter, Legal, or A4 paper sizes. *Sales tax – Financials handles US sales tax, VAT and GST or similar calculations. *Multiple currencies

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Netstock is a leading supply chain planning software trusted by 2,200 customers globally to optimize their planning. Netstock's cloud-based solutions enable businesses to be agile, responsive, and profitable. Each solution integrates with leading ERPs and leverages enhanced analytics so you can quickly respond to market change and make the best supply chain planning decisions for your business. NOTE: NETSTOCK requires you to have an ERP system. Check out our website to see a complete list of the top ERP's that we integrate with.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for 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. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

MoData is an automated sales BI platform that's designed for high-growth companies looking to scale. It is intuitively visualized and provides 360-degree insight into the past, present, future, and prospects of your sales team. This instantly connects you with the information that you need to make confident, fast decisions. MoData is the best BI tool for SMBs, and it comes pre-assembled.

TIMi allows companies to use their corporate data to generate new ideas and make crucial business decisions more quickly and easily than ever before. The heart of TIMi’s Integrated Platform. TIMi's ultimate real time AUTO-ML engine. 3D VR segmentation, visualization. Unlimited self service business Intelligence. TIMi is a faster solution than any other to perform the 2 most critical analytical tasks: data cleaning, feature engineering, creation KPIs, and predictive modeling. TIMi is an ethical solution. There is no lock-in, just excellence. We guarantee you work in complete serenity, without unexpected costs. TIMi's unique software infrastructure allows for maximum flexibility during the exploration phase, and high reliability during the production phase. TIMi allows your analysts to test even the most crazy ideas.