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What is Toolio?

Toolio is an AI-driven, cloud-based merchandising platform purpose-built for modern retailers. It streamlines planning by automating manual tasks, providing real-time visibility, and connecting teams in one collaborative space. Designed to replace spreadsheets and outdated legacy tools, Toolio blends the familiarity of Excel with the sophistication of an integrated, data-driven planning system. Planners ramp up quickly with Toolio’s intuitive grid interface, which supports copy/paste, drag-to-copy, and Excel exports, delivering a smooth transition and a more dynamic planning experience. With 95%+ user adoption and comprehensive onboarding resources, teams achieve measurable impact fast. Toolio’s no-code flexibility allows retailers to customize metrics, hierarchies, and workflows while supporting top-down, bottom-up, and middle-out planning approaches. Merchandise, assortment, and allocation modules operate in sync, keeping goals, forecasts, and execution aligned in real time. Powered by AI, Toolio serves as a true planning copilot, cleansing data, refining forecasts, and identifying opportunities across demand, sizing, and clustering. Its explainable AI models give planners confidence and clarity, empowering them to make faster, more informed decisions that drive growth.

What is Corporate Planner Sales?

Corporate Planner Sales equips users to quickly resolve any inquiries related to sales while keeping an emphasis on potential sales opportunities and product assortments. This robust software solution enables comprehensive analysis and features planning and simulation functions. With Corporate Planner Sales, professionals in sales management can strategize across diverse parameters such as workforce, geographical areas, nations, products, and product classifications, facilitating the comparison of various scenarios and trends, as well as the evaluation of top-down distributions. The software streamlines the complexities that come with multidimensional data analysis. The crucial inquiry, “Who’s selling what to whom?” is approached daily by the sales team from multiple perspectives. Considering the complex structures and numerous dimensions that sales departments must navigate, Corporate Planner Sales elucidates the relationships within multidimensional datasets, thereby enhancing the ability of team members to assess the impact of their decisions. Consequently, they become more proficient at adjusting to changes in market conditions, ensuring their strategies are not only timely but also effective in a competitive landscape. Ultimately, this empowers organizations to better align their sales strategies with emerging opportunities.

Media

Media

Integrations Supported

Amazon Redshift
Backbone PLM
Cin7 Inventory Management
GoodDay
Google Cloud BigQuery
Looker
Microsoft Dynamics 365
NetSuite
NetSuite CRM
NewStore
RLM Apparel Software
Salesforce
ShipMonk
Shopify
Snowflake
WFX PLM

Integrations Supported

Amazon Redshift
Backbone PLM
Cin7 Inventory Management
GoodDay
Google Cloud BigQuery
Looker
Microsoft Dynamics 365
NetSuite
NetSuite CRM
NewStore
RLM Apparel Software
Salesforce
ShipMonk
Shopify
Snowflake
WFX PLM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Toolio

Date Founded

2019

Company Location

United States

Company Website

www.toolio.com

Company Facts

Organization Name

CP Corporate Planning

Date Founded

1989

Company Location

Germany

Company Website

www.corporate-planning.com/en/

Categories and Features

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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