List of the Top 20 Sales Forecasting Software for HubSpot CRM in 2026

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

CRM is the largest enterprise software category in the world—yet for most organizations, the investment never translates into proportional revenue. The reason is rarely the technology. It's adoption. When reps see the CRM as overhead, data quality erodes, forecasts drift, and the system meant to drive revenue becomes a cost center. Coevera (formerly Pipeliner CRM) is the AI-native CRM engineered to fix that gap. By building development directly into the daily selling workflow, Coevera earns the adoption legacy platforms can't—because the system makes reps better, not just busier. Higher adoption means cleaner data, and cleaner data means forecasts you can actually take to the board. For revenue leaders, the outcomes are concrete: a visual pipeline that flags risk and stalled deals before they slip, embedded account management and buying-center mapping to win larger strategic deals, and a revenue-intelligence loop that drives predictable revenue and forecast accuracy. The Automatizer workflow engine removes administrative drag, while native Model Context Protocol (MCP) support connects Coevera to your AI stack with full role-based permissions and no custom middleware—keeping IT and security onside. Time-to-value is measured in weeks, not quarters, lowering implementation risk and accelerating ROI. And because every capability amplifies human judgment rather than replacing it, you protect the relationships and expertise that close deals. For organizations that need CRM spend to show up in revenue, Coevera is the platform built for what's next.

Jiminny stands out as a premier Conversation Intelligence platform that captures and evaluates vital market insights through video, voice, and email communication. Utilizing advanced AI technology, it streamlines data entry into CRM systems, thus freeing up valuable time for your team and enhancing overall productivity. This allows revenue teams to concentrate on smarter selling techniques, leading to accelerated growth and a higher number of closed deals. The platform features an intuitive design and provides actionable insights, enabling managers to successfully nurture their teams while allowing executives to make informed, data-backed decisions with confidence. Users experience tangible ROI within just six months, thanks to a smooth onboarding process and an easy-to-navigate interface. By harnessing Jiminny's capabilities, your business can turn conversation intelligence into a significant catalyst for revenue advancement and long-term success.

monday CRM is a comprehensive AI-powered customer relationship management platform designed to help businesses manage and optimize their entire sales cycle. It centralizes all customer data, including leads, contacts, deals, and communications, into a single, unified workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and data entry, allowing sales teams to focus on closing deals. It offers code-free customization, enabling users to tailor workflows, pipelines, and processes to fit their unique sales strategies. monday CRM provides real-time dashboards and reporting tools that give full visibility into sales performance and pipeline health. It includes AI-powered features that help predict outcomes, identify opportunities, and improve decision-making. The platform supports email sequences and mass communication tools to enhance engagement with prospects and customers. It integrates with over 500 applications, ensuring seamless connectivity with existing business systems. monday CRM is designed to support teams of all sizes, from small businesses to large enterprises. It improves collaboration by connecting sales, marketing, finance, and operations within one platform. The system also offers mobile access, allowing users to manage deals and activities on the go. It enhances efficiency by reducing manual work and improving workflow consistency. By combining AI, automation, and flexibility, monday CRM helps businesses increase revenue, improve customer relationships, and scale their operations.

Businesses engaged in B2B sales can benefit from utilizing an effective yet straightforward CRM solution. This tool streamlines customer relationship management by leveraging existing data to enhance customer interactions and boost sales performance. Designed to be user-friendly and visually appealing, it serves as a sales instrument that prioritizes user satisfaction while incorporating cutting-edge technology tailored for people. Ultimately, this CRM empowers small businesses to foster deeper connections with their clients and achieve greater success.

Gong is a powerful AI-driven revenue platform designed to help businesses consolidate their revenue processes and refine their engagement strategies. By seamlessly integrating with current CRM systems, it delivers comprehensive customer insights, precise forecasting, and enhanced sales performance. The platform empowers teams by providing analytical intelligence on customer interactions, reducing repetitive tasks, and boosting overall productivity. With innovative features such as Gong AI and the Gong Data Engine, organizations can optimize their operations, elevate sales training, and achieve better business results. Additionally, Gong’s focus on data utilization ensures that teams can make informed decisions to drive growth.

Salesloft offers a unified platform for sales teams, providing AI-powered solutions to streamline processes and enhance performance. Key features like AI-driven Rhythm, Cadence, and Deals help teams manage their sales pipeline, take timely actions, and optimize outcomes. With advanced forecasting, pipeline management, and real-time insights, Salesloft ensures that businesses can prioritize buyer signals and boost conversion rates. Trusted by top enterprises globally, Salesloft’s platform accelerates deal closures and improves sales operations, helping companies drive consistent, predictable revenue growth.

Ideal for organizations with an employee count ranging from 25 to 500 and annual revenues between $1 million and $100 million, OnPlan offers features that rival those of Adaptive Planning at just 15% of the cost. The onboarding process is streamlined, allowing businesses to get started in just days instead of the usual months. OnPlan seamlessly integrates with essential operational and financial systems like QuickBooks, Intacct, NetSuite, Salesforce, HubSpot, and others, enhancing visibility and transparency while facilitating effective benchmarking. The platform's four-way synchronization with Google Sheets, Microsoft Excel, and Airtable provides exceptional flexibility for users. You can leverage Excel formulas to create models directly within OnPlan, and there's the added convenience of downloading your models to Excel whenever necessary, ensuring you won't be confined to the OnPlan ecosystem. Moreover, OnPlan's robust scenario planning and budget versus actual (BVA) features empower you to analyze potential opportunities and challenges as your business evolves, making it an invaluable tool for strategic decision-making. This adaptability fosters a proactive approach to financial management, allowing companies to stay ahead in a dynamic market landscape.

Gain a deeper understanding of your customers and grow your business with Insightly. This powerful and intuitive customer relationship management (CRM) solution is designed specifically for small and medium-sized enterprises, enabling teams to increase sales, nurture relationships, and deliver projects on time. It offers smooth integrations with widely used applications such as Gmail, Office 365, and MailChimp. Furthermore, Insightly equips organizations with crucial tools to manage contacts throughout the sales journey, oversee customer interactions, and monitor their sales pipeline, along with numerous other features. By utilizing Insightly, companies can streamline their operations and enhance customer satisfaction, ultimately leading to greater success in their endeavors. Embracing this platform opens up new avenues for growth and efficiency, allowing businesses to thrive in a competitive landscape.

Salesmate is an all-in-one web-based CRM solution designed to streamline your business's sales, marketing, and customer service teams, enabling them to collaborate effectively and drive revenue growth. Serving as a single source of truth, it offers a comprehensive view of all contacts, empowering your marketing team to design targeted campaigns aligned with company objectives. Meanwhile, your sales team can efficiently oversee their sales pipeline, equipped with tools to enhance communication, increase outreach speed, and eliminate missed opportunities due to disorganization. Additionally, your customer service team can nurture key client relationships and identify upsell prospects, contributing to overall revenue enhancement. By utilizing Salesmate, all departments can align their efforts towards common goals, fostering a collaborative environment. To experience its benefits firsthand, sign up for their 15-day free trial and discover how Salesmate can transform your business operations!

Experience a user-friendly online CRM designed to enhance customer relationships, boost sales, and optimize your time management. Consolidate all customer data in a single location for easy access. Monitor interactions, review historical data, and deliver individualized experiences to your clients. Customize your sales pipeline to align with your specific sales approach, allowing you to identify deals that require your focus or are nearing closure. With our comprehensive reports, you can pinpoint which activities most significantly influence your sales performance, enabling you to make informed business choices. Shape Capsule allows you to streamline team organization, ensuring each member views only the information relevant to their role. Track their progress and concentrate their efforts effectively. Additionally, Capsule integrates smoothly with well-known applications like G Suite and Mailchimp for enhanced functionality. Capsule Mobile enhances your experience with caller ID and prompts you to log notes in your CRM after each call. All features of Capsule are accessible on both Android and iPhone devices, ensuring you have the tools you need at your fingertips. This level of accessibility and integration makes managing customer relationships more efficient than ever before.

Board is an acclaimed decision-making platform suitable for organizations of varying sizes. It integrates business intelligence, corporate performance management, and business analytics into a single robust platform. This integration allows users to effortlessly create and manage applications in mere seconds without any coding required. Additionally, Board offers various deployment options, enhancing accessibility and enabling users to swiftly obtain the information they need. With its user-friendly interface and comprehensive features, it empowers organizations to make informed decisions more efficiently.

ForceManager’s CRM platform is meticulously designed for sales professionals, prioritizing their specific requirements and challenges. The key aim of ForceManager is to simplify the daily operations of sales representatives, allowing them to focus on what matters most: securing deals and building strong client relationships. As a leading CRM solution, ForceManager provides a robust WebApp that is adaptable to various work settings, whether at home, in the office, or on the go. The success of this platform is largely due to its user-friendly interface, built-in geolocation features, and high levels of user engagement. Headquartered in Barcelona, Spain, ForceManager has broadened its presence with international offices located in cities like London, Berlin, Venice, Mexico City, Madrid, Bogota, and Boston. With a committed workforce of over 100 staff members, we proudly serve a diverse clientele of 1,500 customers worldwide, equipping them with the essential resources for achieving their goals. Additionally, our ongoing commitment to innovation ensures that we continuously adapt our solutions to meet evolving market demands.

QuotaPath enhances accountability and ownership within revenue teams by facilitating automated tracking and managing compensation effectively. The platform empowers these teams to create highly customizable compensation structures, provide real-time commission forecasts, and present valuable insights through intuitive dashboards. Revenue operations, sales leaders, and finance departments depend on QuotaPath to streamline the creation and distribution of compensation plans, establish tailor-made quotas and acceleration tiers, and manage deal data, as well as override earnings and configure role hierarchies and permissions while forecasting revenue accurately. Our seamless CRM integrations with platforms like HubSpot, Salesforce, and Close ensure that data flows effortlessly into QuotaPath, allowing users access to the most current and precise deal information. Additionally, with features such as Payouts and specialized finance tools, we support operations, finance, and HR teams in efficiently managing month-end closing activities to audit, verify, and execute payouts without complications. In this way, QuotaPath not only optimizes compensation management but also fosters collaboration across various departments, driving overall business success.

eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.

Utilize your live pipeline and sales velocity metrics to obtain a more precise understanding of your organization's financial status, thus removing the hassle of unwieldy spreadsheets. Improve sales results by effectively tracking your progress toward objectives, while gaining an instantaneous view of your team, clients, and overall enterprise performance. By anticipating potential deal slippage early on, you can implement proactive strategies to minimize risks. Additionally, enhance the accuracy of your forecasting through better collaboration, increased accountability, and diminished dependence on assumptions. It is crucial to acknowledge that successful business strategies rely on forward-looking data, and those who concentrate too heavily on past financials may struggle to make educated decisions for future growth. Our goal is to equip businesses with the tools needed to make wiser choices by delivering valuable forward-looking information. We do this by uncovering hidden opportunities within your CRM data and maximizing its effectiveness to align with your goals. This forward-thinking methodology not only improves your decision-making capabilities but also lays the groundwork for enduring success in a dynamic marketplace, ensuring you remain competitive and adaptable. In a world where change is the only constant, having access to real-time insights can be the key differentiator for your business.

Introducing a sales performance management solution specifically designed for HubSpot users, aimed at refining your sales strategy. By utilizing your historical data from HubSpot, you can strategically plan your sales initiatives and establish achievable objectives. Enhance your management of sales capacity through carefully organized hiring schedules, ensuring you consistently reach your targets. Prevent unforeseen obstacles at the end of each quarter by applying diverse forecasting methods. By exploring what-if scenarios, you can allocate resources in a way that maximizes efficiency. Tap into valuable sales insights sourced from HubSpot, which can significantly inform your decision-making process. With the availability of predefined planning templates and dynamic evaluations of goal feasibility, you can simplify your strategy development. Leverage AI and predictive forecasting features to obtain accurate projections for future sales outcomes. Monitor critical sales performance metrics in real-time, allowing for prompt adjustments to your tactics. Quickly identify and address performance gaps related to staff, processes, and pipelines without delving into extensive reports. Assess your current sales capacity while automatically calculating the additional resources needed to achieve your sales goals. Moreover, keep track of your sales pipeline's progression in real-time, enabling you to swiftly pinpoint and tackle potential bottlenecks that could impede your success. This comprehensive approach ensures that you not only meet but also surpass your sales targets.

MoData serves as an automated business intelligence platform tailored for rapidly expanding companies aiming for growth. It offers a user-friendly visualization and delivers comprehensive insights into the sales team's historical performance, current status, future outlook, and potential opportunities. This enables quick access to essential information, empowering you to make informed and timely decisions. Considered the premier BI solution for small and medium-sized businesses, MoData is conveniently available as a ready-to-use package. Additionally, its seamless integration enhances efficiency and reduces setup time for users.

Abacum is an advanced FP&A platform that leverages artificial intelligence to transform how finance teams handle planning, forecasting, and reporting. It brings all financial data, models, and workflows into a single, unified environment, eliminating silos and improving accuracy. Designed for fast-changing businesses, Abacum ensures that planning processes stay aligned with real-time operations and strategic goals. The platform tackles key challenges such as multiple data sources, slow model updates, and unreliable reporting outputs. Its AI-powered engine automates essential tasks like data cleaning, anomaly detection, classification, and forecasting, significantly reducing manual workload. Finance teams can build, adjust, and scale financial models quickly without needing technical expertise or external support. Abacum supports continuous and collaborative planning, allowing teams across the organization to contribute and stay aligned. It also offers powerful reporting features, including live dashboards, drill-down capabilities, and AI-driven summaries that explain performance trends. With extensive integrations, the platform connects seamlessly to existing tools and data systems, ensuring smooth data flow. Abacum enhances decision-making by providing accurate, real-time insights that stakeholders can trust. The platform is designed to scale with growing organizations while maintaining ease of use and flexibility. Overall, it empowers finance leaders to shift from reactive reporting to proactive, strategic planning.

Get ready to engage investors and boost your growth trajectory. Remove any doubt by presenting persuasive, data-driven metrics that are sure to create a memorable impact. Work alongside experts to formulate a trustworthy revenue forecast that you can confidently support. Our team of financial professionals, specifically geared towards startups, will assist you in constructing a personalized financial model that reflects your vision, making you stand out to prospective investors. Enjoy an online financial model that is not only driven by your data but is also both automated and smart. With our intuitive interface, you can build a robust budget in just moments, without the need to input complex formulas. Effortlessly modify variables using our assumptions feature and simple user interface. Seamlessly connect your accounting software, such as QuickBooks or Xero, to automatically pull in your actual expenses, ensuring your budget remains precise. A few clicks will enable you to link your financial model to your accounting platform, facilitating real-time updates and better forecasting. Moreover, add your sales pipeline information to enhance your short-term predictions and refine your strategic planning. By adopting this all-encompassing strategy, you will be well-equipped and knowledgeable, always one step ahead in the competitive landscape. Ultimately, this preparation will empower you to make informed decisions that drive success.