List of the Top 5 Free Sales Planning Software in 2025

We assist small retail brands and manufacturers in Bharat in making the shift to a digital environment through our entirely FREE, all-inclusive business software. Get instant updates when orders are placed by your sales team or directly from stores, and conveniently manage these requests using your smartphone. The app allows you to accept and track deliveries, assign tasks to delivery staff, and create automated summaries for van loading. Once an order is completed, you can send out professional GST invoices to buyers manually or automatically, streamlining your billing process. Maintain centralized oversight of your product information and pricing strategies, enabling customized pricing options for various partners. Create a detailed directory for retailers, distributors, and wholesalers, complete with personalized profiles to aid in your sales strategies. Monitor your product visibility and shelf presence while managing visual merchandising and brand signage from a distance to ensure effective retail execution. Provide your field teams with tools to collect competitive insights, market intelligence, product feedback, and conduct surveys through customized forms, thereby improving overall operational efficiency. This thorough strategy not only simplifies your operations but also fortifies your standing in the market, ensuring you stay ahead of the competition. By leveraging these innovative tools, your business can adapt and thrive in the evolving retail landscape.

CentralStationCRM delivers an intuitive and smart CRM solution specifically designed for small to medium-sized businesses. It allows users to conveniently access all customer and address details in one centralized location, which includes emails, notes, tasks, and scheduled meetings. There are numerous filtering options available that help in efficiently organizing customer information for sales and marketing initiatives. The platform provides a comprehensive overview of all activities, enhanced by notification features that keep team members updated. Tools for planning sales, setting reminders, and managing tasks facilitate effective oversight and organization. With its simple functions and user-friendly interface, the time needed for training is significantly reduced. By eliminating complex functionalities that mainly serve larger enterprises, we have optimized the experience for smaller businesses. This web-based solution is usable on any device with internet access, such as smartphones, and does not require any installation. Furthermore, users can swiftly filter their contacts by creating custom categories with just one click, adding to the platform's flexibility. Thus, CentralStationCRM stands out as an excellent option for companies seeking to improve their customer relationship management in an efficient manner. This adaptability ensures that businesses can tailor the solution to their specific needs, making it even more appealing.

Explore India's premier automated invoicing solution and field sales app, designed to help you efficiently manage route-based orders and easily collect payments using your smartphone. Gain immediate insights into your sales metrics, encompassing orders, GST invoices, purchases, and payment statuses, allowing for better decision-making. Keep a close eye on your sales team's performance, invoicing, and payment processing in real-time, while enabling order placements and payment collections directly from the field. Create customized sales strategies tailored for your team and diligently monitor their sales activities. The mobile application also empowers you to manage payables and receivables seamlessly, simplifying the tracking of collected payments. Furthermore, access a detailed summary of outstanding payments by outlet for thorough analysis. Optimize the generation of sales and purchase invoices, streamlining GST return submissions and enhancing efficiency. You will also find valuable accounting reports that provide a holistic view of your business, supporting strategic planning for future expansion. Tailor the application to meet your unique needs, modify permissions for your sales staff, and establish default transaction states in accordance with your operational practices. With these robust features, you can significantly boost your business's operational efficiency and pave the way for sustainable success. Additionally, integrating these tools can lead to improved customer satisfaction and a more agile response to market demands.

Our cutting-edge financial platform enables users to surpass the limitations of conventional spreadsheets and obsolete software. It seamlessly combines financial consolidation, planning, reporting, and analysis into a unified and flexible system. Navigate the complexities of financial closure, consolidation, planning, reporting, and analysis with simplicity and precision. OneStream not only complies with corporate standards but also caters to the unique planning and reporting requirements of diverse business sectors, all within one comprehensive application. This system empowers teams to derive trustworthy financial insights from vast operational data, allowing them to pinpoint trends and financial metrics that support quick and informed decision-making. Furthermore, OneStream expedites your journey to achieving value by integrating a thorough understanding of accounts, currencies, ownership, and intercompany transactions. Transitioning from multiple outdated systems or cloud-based point solutions to this singular, optimized application significantly boosts efficiency. By implementing this solution, organizations can greatly enhance their financial operations and elevate their strategic initiatives to new heights. Ultimately, this transformation positions businesses to respond more adeptly to market changes and capitalize on emerging opportunities.

Move beyond conventional spreadsheets and embrace the advanced, high-quality integrated enterprise planning solutions provided by Jedox. These offerings from Jedox combine enterprise planning, data analytics, and reporting capabilities, enabling businesses to strengthen collaboration, produce accurate forecasts and analyses, and gain greater clarity and transparency in their operations. Additionally, Jedox is accessible on various devices and boasts effortless integration features, positioning it as an adaptable option for organizations. This transformation not only optimizes workflows but also cultivates a more cooperative workplace culture, ultimately driving better decision-making across the board. By investing in such innovative solutions, companies can stay ahead in a competitive landscape.