Best Sales Planning Software with a Free Trial of 2025

Vena Solutions provides an intuitive FP&A platform built to enhance financial operations through streamlined planning, budgeting, and forecasting. Fully integrated with Microsoft Excel, Vena enables users to efficiently manage their financial data and collaborate in real-time. The platform offers AI-driven insights, automated processes, and comprehensive reporting capabilities, helping businesses improve their decision-making and reduce time spent on manual tasks. Vena’s scalability and flexibility allow organizations to align teams, enhance data accuracy, and drive better financial outcomes.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect that. Workday Adaptive Planning's modeling and forecasting capabilities are world-class. You can harness world-class modeling to stay ahead of the curve in finance, sales, workforce planning, or any other area. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All of your sales, financial, and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect allow you to create stunning, immediately updated management reports. Connect to ERP, HCM and CRM for accurate and fast business planning.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

CentralStationCRM is a simple and intelligent CRM software that can be used by small and medium-sized companies. All customer and address data in one place. All customer data, including emails, notes, to dos, and appointments. Many filter functions are available to optimize your customer data for marketing and sales. Transparent overview of all activities, including the notification function. So that all colleagues are kept up-to-date. Effective control is possible through reminders, sales planning, and task lists. Clear functions and an intuitive design cut down on training time. We have eliminated the need for complex processes and features that large companies only require. It is browser-based and works with any internet-enabled device. No installation necessary. Filter your contacts in one click using self-created categories

Our intelligent finance platform lets you get rid of the limitations of legacy applications and spreadsheets. A single, extensible platform that combines financial consolidation, planning and reporting allows you to unify all aspects of financial consolidation, planning, analysis, and reporting. You can conquer the complexity of financial close, consolidation planning, reporting, analysis and reporting. OneStream supports corporate standards and also meets more specific line of business planning requirements. Teams can use trusted financial intelligence to large amounts of operational data to identify trends and financial signals that will allow them to make informed decisions at the speed of business. OneStream's integrated understanding of accounts, currencies and ownership can help you speed up time to value. A unified application replaces multiple legacy systems and cloud point solutions.

Jedox offers integrated enterprise planning solutions that are more advanced than spreadsheets. Jedox's integrated planning solution combines enterprise planning, data analysis, and reporting to help organizations improve collaboration between teams, create accurate forecasts, analyze and report, and provide greater process transparency and transparency. Jedox is available from any device, and also has inbuilt integration.

India's leading automatic invoicing and field sales software. Orders and payments can be collected on the move using your smartphone. Track your sales activity in real-time, including orders, GST invoices and purchases. Real-time tracking for your salesperson's activity, GST invoices, purchases, and payments. Take orders and collect payments while on the field. Set up sales plans for your team and track their activities. Manage payables, receivables and collected payments through the mobile application. Get outlet-by-outlet outstanding payment summary to perform detailed analysis. Create all sales and purchase invoices to make GST returns easier. Accounting reports will help you get a better business overview and make strategic decisions to grow your business. Configure the application to suit your needs. Set the permissions that you want your salespeople to have. Set the default transaction state according to your needs.

Lative is an integrated platform for revenue planning, strategy and execution tracking that helps you achieve profitable, efficient growth. Connect top-down plans and targets to bottom-up data to make better decisions and achieve targets. Calculate your sales productivity and ROI in real-time to make better decisions. Connect your top-down sales plans with bottom-up operational data for a complete and cohesive overview of your organization. AI can help you identify any gaps in real time and model multiple scenarios to ensure that you meet your sales targets. With seamless connectivity and integration, you can accelerate the time to value. Consolidate data from 150+ different data sources into a single source to ensure accuracy. Real-time and accurate revenue insights to help you make agile decisions.

Sales performance management platform for HubSpot users. Set attainable goals and master sales planning based on HubSpot's historical data. To hit your targets, you need to manage sales capacity efficiently and create a hiring calendar. Avoid surprises at the end of quarter by using multiple forecasting models. What-if scenarios can be used to allocate resources more efficiently. HubSpot can provide you with actionable insights into your sales. Use predefined planning templates to create what-if scenarios and automatically assess goal achievement. Use AI and predictive forecasting for accurate future sales predictions. Monitor all key sales performance metrics in real time. Get actionable insights into performance gaps (peoples, processes, pipelines) without spending hours analysing multiple reports. Calculate the required capacity to achieve sales quotas by assessing current sales capacity. Monitor pipeline developments in real-time to identify bottlenecks.

QVANTUM, a cloud-based platform for operational planning, allows businesses to streamline their workforce, financial, and sales planning. It integrates seamlessly into existing ERP, HR, and BI systems, allowing departments the ability to collaborate on a single platform. QVANTUM provides powerful tools for predictive planning, cost center management and ESG reporting. This allows real-time data insights that support decision-making. The platform eliminates Excel by offering customizable template, automated workflows and precise rights management in order to ensure compliance and protect data. Its intuitive interface is based on Excel and reduces the need for training. The scalable architecture can adapt to changing business needs. Compliance is based upon the precise assignment and automatic backups. Connection to all common HR, ERP, and BI systems.

Prophix is a corporate management (CPM), software that can be used by companies of any size and in any industry. Prophix integrates budgeting, planning and forecasting with financial consolidation and reporting capabilities. This software platform allows businesses to move beyond Excel and improve their performance. Prophix can be used on-premise or in cloud to automate core financial processes.

Adaptive collaboration is key to success in a world of constant change. You can mobilize complex scenario planning down to the smallest detail, forecast the largest picture intelligently, and empower teams to take faster decisions. You can access real-time information and insights from the outermost corners of your company. Use the same, up-to-date, accurate information to collaborate. Everyone follows the same playbook. Everyone is on the same page. Everyone operates from the same source of truth. To fuel your rolling forecasts, you can model broad and varied scenarios. Your plans for tomorrow will be updated automatically with current information, so that it is always up-to-date. It all happens in real-time. It takes minutes, not days, or even weeks. In minutes. You can make everything happen in minutes. Synchronize performance and planning across your enterprise, starting at the top with your C-suite and ending at your most remote hub. Reinvent workflows. Reduce latency. Rapidly transform challenges into opportunities

Account Plan Pro will help your team create and execute a strategic account plan more efficiently. You can view the status of your key accounts, opportunities, and sales funnel from within Salesforce. It works with both Lightning and Classic User Interfaces. It is accessible from anywhere and anytime via the internet, whether you are at work or on your mobile device.

Sprocket uses Artificial Intelligence (AI) to provide you with the go-to market support that you need to improve your company's pipeline, and generate predictable, incremental and consistent revenue. Know which types of customers and companies your organization should prioritize. Optimize your strategic operational structure within your company in order to maximize revenue. Implement and improve processes to identify/review emerging opportunities for revenue, structural alignment and drive strategic collaboration. Sprocket is a solution that was created after companies struggled with go-to market strategies and prioritizing profits across departments. Investors and executives have high expectations when it comes sales and revenue targets, especially for SMBs and mid-market sectors. Sprocket is a tool that identifies gaps and opportunities.