Best Sales Forecasting Software for Xero

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.

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.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

BlueCamroo is a SaaS Business Management Platform designed specifically for SMB’s that combines many essential business services in a single, easily adoptable and affordable business solution. This fully integrated approach offers SMBs the scope and whole-business approach of larger enterprise level systems, yet delivered in a much more manageable manner. It also makes work more efficient than a cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is less expensive. In BlueCamroo, each user can to be assigned a single or multiple user roles matched with features essential to fulfil their job requirements. User-Roles are associated with BlueCamroo feature sets and their corresponding subscription plans: • CRM • Sales & Marketing • Projects • Support It grows in unison with SMBs needs through gradual adoption into different business units, while progressively eliminating single-purpose applications. It can be implemented and managed in a cost-effective manner, while delivering better transparency throughout the entire business, improving efficiency, better data security, and resulting in increased profitability.

A single platform allows you to build a business that is world-class. Systum allows you to manage inventory and sales from one software application. You can then transform your wholesale distribution business into an extremely profitable enterprise by leveraging the power of real-time customer data.

Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.

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.

Utilise a financial modelling tool to forecast your cash flow, build budgets, create business plans, and model multiple scenarios.

The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs. Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see. No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. Confidently answer questions such as: - How will I use this funding to grow my business? - When should I hire more employees? - Should I open another location? Be a more confident business owner and strategically manage your business from day one - onward.

Cenario assists startup founders and business owners in managing cashflow and finances using machine learning. To help you grow your company, analyze, simulate and plan scenarios using real-time data. We are a passionate group of entrepreneurs and creators who are building a product that will help businesses understand their numbers, make better business decisions, and succeed. Our absolute focus when it comes to product development is to deliver a great customer experience. As a team, we are proud of our ability to create features and product capabilities that users love. Focus on better data-informed growth decisions. We make it easy to make your next eCommerce decision by finding patterns in your numbers. This will allow you to tell your financial story tomorrow. You can connect all marketing and outreach data points in seconds. Everything is unified into one data source so you can focus on what is most important.

Data automation allows you to save time and allow you to analyze your entire business holistically. Transform insights into decisions and forecast with confidence. Finmark is used by hundreds of businesses from BILL to make faster financial decisions and better financial decisions. Finmark makes financial planning easy and saves you hours of data entry Finmark can provide you with the strategic insights that you need to make the best growth decisions. You can say goodbye to version control nightmares, and the hassle of chasing down data from different teams. Finmark provides a single source of real-time information to share and manage your financial plan with both internal and external stakeholders. You can easily collaborate, gather feedback, and share what each user requires while protecting sensitive information. Finmark integrates seamlessly with your entire stack to automatically reconcile your actuals. Integrations include Quickbooks & Xero accounting software, Stripe payment processors, and payroll such as Gusto & ADP.

Dryrun provides real-time dynamic forecasting, streamlining cash flow and sales projections with an easy-to-manage data control system. Its user-friendly, unlimited scenario modeling enables the exploration of various possible outcomes prior to making decisions. Covering everything from effective cash flow management to the consolidation of operations across multiple locations and real-time currency conversion, Dryrun makes complex financial data simple and digestible through its sharp, clear visuals. Spending a minute in Dryrun equates to an hour saved from spreadsheet work, offering instant forecasting, total data control, and vivid visuals to navigate your business forward.

The Clockwork Score automatically scores your financial performance and tells you what to do. Machine learning uses data from your balance sheet, P&L, and cash flow to provide real-time cash flow forecasts for weekly and monthly. You can easily create your own metrics using financial and non-financial data. This will give you a complete picture about your business. Quickly and securely integrate with QuickBooks Online and Xero to instantly create financial models and forecasts. A bank account does not provide cash flow forecasts. You need to know your financial obligations and be able to anticipate the needs of your business. Avoid costly mistakes and make sure you have fewer surprises when managing your finances. Know exactly when cash is coming and going, and what your future funds will look like at different points.

AI-driven sales forecasting and replenishment optimization. Industry-standard inventory management. Inventoro can help you buy less and sell even more. Follow our suggestions to reduce your inventory so that you can have more cash for growth. Concentrate on the products which generate most of your profit. Automate your orders to reduce the time it takes to order and replenish stock. It is beneficial to your business and your customers to have products available at all times. Integrate your inventory data seamlessly via our growing family partner platforms. A collection of algorithms which work together beautifully and even compete against each other in order to produce real-time, accurate predictions. We combine mathematical methods that have been proven over time with deep learning algorithms, and let them compete to see which one works best for you. The more they compete, Inventoro improves.

Brightflow AI's forecasting and finance tools will help you make data-driven decisions, control your cash flow and unlock more capital. Brightflow AI provides real-time data across all channels on a single platform to give business owners instant cash forecasts, real time business analytics and new financing options. Predict cash inflows and cash outflows to avoid a cash crunch. Better ordering and operations start with accurate forecasts. Forecast sales based on real-time data and your own patterns. Optimize your creditworthiness and prepare for a loan.

Forecasting is simple and intelligent. Integrates with Xero

Zip Forecasting makes integrations easy. The Zip Forecasting POS integration tool guides you through the process in under 10 minutes. Once you're done, you can generate your first sales forecast and transaction forecast for the week. With just one click, you can generate sales and transaction forecasts. Detail forecasts can be drilled down to 15 minutes, ensuring pinpoint accuracy. These forecasts can be used with Zip Schedules to make your business more predictable and reduce labor scheduling. Zip Inventory makes it easy to know when it is time to replenish. Are you anticipating increased demand due to a major event or fewer sales due to bad weather? Zip Forecasting allows you to easily adjust forecasts for weather and other events. You can edit sales and transactions at both the day-level and at 15-minute intervals.

Goodbye tedious manual tasks. Goodbye manuals and time-consuming tasks. Hello valuable business insights. There's no need to copy and paste numbers from one spreadsheet into another. All data from your ERP, HRIS, CRM, and ERP systems can be connected and reworked in one place. Automate manual tasks and save time for strategic stuff that modern finance teams should focus on. Your day is 40% occupied by back-and-forth emails. This is not what investors or the CEO expect from top tech finance teams. In one platform, collaborate with business partners to analyze numbers. You can create private spaces, define workflows, assign permissions, and exchange ideas at lightning speed. Abacum is more than a number cruncher. It's a strategic powerhouse. Your stakeholder will understand your advice, and Abacum will organize key insights in an easy-to-use interface. Build reports that business partners will actually open and take action on.

Prepare to impress investors and grow faster. Don't guess, impress investors with data-driven numbers. Experts will help you create a strong revenue forecast that you can trust. Our team of startup finance specialists will help you create a unique financial model that makes sense for you. This will allow you to present your plans to investors confidently and look great. Your data will power an online financial model that is smart and automated. Our intuitive UI allows you to quickly and easily create a budget that is defensible. You can make quick changes using our intuitive UI and assumptions feature. Sync Quickbooks or Xero with your accounting system to pull in your actual expenses. This will help you keep your budget in check. You can link your financial model to your accounting system in a few clicks. This will allow you to automatically update it and make better predictions for the future. For better short-term forecasts, pull in your sales pipeline.