Best Sales Forecasting Software for 2026: 9 tools compared for buyers
This page answers a practical buying question: which sales forecasting software fits your team, your CRM and your forecast process. The tools range from a flat-fee HubSpot add-on to enterprise planning platforms, so the best choice depends on company size, how managers run the weekly call and how much finance needs to see.
Each tool is compared on fit, forecast method, manager submissions, ease of rollout and pricing transparency. Beyond the basics, the page lists what each vendor publishes on security, admin controls and contract terms, so procurement and IT can shortlist with fewer surprises.
Our shortlist at a glance
- Best for HubSpot teams without an enterprise contractForecastio
It is built for HubSpot, offers AI forecasts, submissions and what-if scenarios, and publishes a $249 per month plan that includes two seats.
$249/month billed annually, includes 2 seats - Best for finance-aligned planning
AnaplanIt joins sales forecasting with revenue, demand and workforce scenarios, with best, probable and worst cases rolled up into a single CRO forecast.
Contact sales - Best for deal and consumption forecasting
Aviso AIIt forecasts with opportunity and consumption signals, documents multiple CRM systems plus Snowflake data, and offers deal-level predictions with flexible hierarchies.
Contact sales - Best documented security attestations
GongIt lists SOC 2 Type 2, several ISO standards, CSA STAR and the EU-U.S. Data Privacy Framework, and pairs them with configurable forecast boards.
Contact sales - Best for deep CRM customization
Salesforce Sales CloudIt combines native forecasting and a manager hierarchy with opportunity management and a large app ecosystem, suited to mid-size and large sales organizations.
Starter Suite $25/user/month; Pro Suite $100/user/month billed annually - Best for smaller teams adding meeting insights
AvomaIt pairs a forecast dashboard and submission panel with meeting notes and coaching, and fits teams under 100 seats with a 14-day trial.
Startup recorder seat $19/month plus $29 Revenue Intelligence add-on per seat, annual billing
What is sales forecasting software?
Sales forecasting software turns pipeline data into a number a revenue team can commit to. It pulls opportunities from a CRM, adds manager submissions, engagement signals or planning scenarios, and rolls everything up into a team, region or company forecast. Sales leaders use it for the weekly forecast call, finance uses it for planning and hiring, and RevOps uses it to keep the process consistent. The core capabilities are a defined forecast method, submissions and overrides by owner, CRM connectivity, scenario cases and a record of who changed what.
Sales Forecasting Software side by side
| Tool | Best for | Starting price | Free plan or trial |
|---|---|---|---|
| Forecastio | Best for HubSpot teams without an enterprise contract. | $249/month billed annually, includes 2 seats | Free trial |
| Anaplan | Best for finance-aligned planning. | Contact sales | No |
| Aviso AI | Best for deal and consumption forecasting. | Contact sales | No |
| Gong | Best documented security attestations. | Contact sales | No |
| Salesforce Sales Cloud | Best for deep CRM customization. | Starter Suite $25/user/month; Pro Suite $100/user/month billed annually | Free trial |
| Avoma | Best for smaller teams adding meeting insights. | Startup recorder seat $19/month plus $29 Revenue Intelligence add-on per seat, annual billing | Free trial |
 HubSpot Sales Hub | Teams already running their CRM on HubSpot. | $90/seat/month Professional, billed annually | No |
 Salesloft | Revenue teams that need structured cadences and AI-guided prioritization. | Contact sales | No |
 Terret (formerly BoostUp) | RevOps leaders assessing AI-first forecast workflows. | Contact sales | No |
Prices as published by each vendor on October 24, 2026. "Contact sales" means the vendor publishes no price.
The 9 sales forecasting software tools in detail
Best for HubSpot teams without an enterprise contract
Forecastio
HubSpot-specific sales forecasting service with AI forecasts, manager submissions and a published two-seat base plan.
Forecastio is a forecasting service built specifically for HubSpot. It stands out for AI, weighted pipeline and time-series methods, manager submissions, what-if scenarios and an included forecast audit trail, with a published two-seat base plan.
- Best for
- HubSpot teams wanting forecasting without an enterprise contract.
- Company size
- Small to mid-market.
Key features
- Forecast method
- AI, weighted pipeline and time-series forecasting.
- Manager submissions
- Forecast submissions and roll-ups.
- CRM compatibility
- HubSpot.
- Scenario planning
- What-if scenarios on the base Sales Forecasting plan.
Best for
- HubSpot teams wanting forecasting without an enterprise contract.
- Managers needing forecast accuracy history and what-if scenarios.
Not ideal for
- Teams whose CRM is not HubSpot.
- Buyers who expect all seats included in the base fee.
Pricing: $249/month billed annually, includes 2 seats · Free trial
Best for finance-aligned planning
Anaplan
Enterprise connected planning platform that joins sales forecasting with revenue, demand and workforce scenarios.
Anaplan is an enterprise connected planning platform that ties sales forecasting to revenue, demand and workforce scenarios. It suits large organizations aligning sales and finance, and it connects to CRM and ERP data under a custom quote.
- Best for
- Large organizations aligning sales and finance plans.
- Company size
- Enterprise.
Key features
- Forecast method
- Scenario-based sales forecasting and revenue planning.
- Manager submissions
- Roll-up to a single CRO forecast.
- CRM compatibility
- Can connect to CRM and ERP data.
- Scenario planning
- Best-case, probable-case and worst-case models.
Best for
- Large organizations aligning sales and finance plans.
- Complex multi-team forecasts tied to capacity decisions.
Not ideal for
- Small teams needing an inexpensive CRM report.
- Buyers requiring a published per-seat starting rate.
Pricing: Contact sales
Best for deal and consumption forecasting
Aviso AI
AI-guided revenue forecasting and pipeline intelligence for teams with complex opportunity and consumption signals.
Aviso offers AI-guided revenue forecasting and pipeline intelligence for complex deal and consumption signals. It uses time-series forecasting, deal-level predictions and flexible hierarchies, and adds pipeline snapshotting and health assessment for enterprise teams.
- Best for
- Enterprises forecasting both deals and consumption.
- Company size
- Enterprise.
Key features
- Forecast method
- Time-series forecasting with opportunity and consumption signals.
- Manager submissions
- Deal-level predictions and flexible hierarchies.
- CRM compatibility
- Multiple CRM systems and Snowflake consumption data documented.
- Forecast audit trail
- Pipeline snapshotting and health assessment.
Best for
- Enterprises forecasting both deals and consumption.
- Teams requiring AI-assisted pipeline risk analysis.
Not ideal for
- Small teams needing transparent self-serve prices.
- Organizations without resources to validate predictive claims.
Pricing: Contact sales
Best documented security attestations
Gong
Revenue intelligence platform that records and analyzes sales calls; priced per user plus a platform fee via quote only.
Gong is a revenue intelligence platform that records and analyzes sales calls, with forecasting and coaching in the same product. It offers configurable forecast boards, categories and due dates, and a long list of published security attestations.
- Best for
- Sales orgs with budget for a CRM-connected revenue platform.
- Company size
- Enterprise.
Key features
- Forecast method
- Deal and conversation signals with configured forecast metrics.
- Manager submissions
- Configurable forecast boards, categories and due dates.
- CRM compatibility
- CRM and revenue data; integration scope requires quote.
- Forecast audit trail
- Forecast updates governed by user permissions.
Pros
- Strong conversation intelligence and call analysis.
- Highly rated by sales users.
Cons
- Not confirmed by the vendor; third parties cite high cost and platform fees.
Pricing: Contact sales
Best for deep CRM customization
Salesforce Sales Cloud
The market-leading enterprise CRM, sold in six per-user tiers from a $25 Starter Suite to a $550 Max edition.
Salesforce Sales Cloud is an enterprise CRM sold in six per-user tiers. Its forecasting builds on opportunity stages with a manager hierarchy, and pipeline management is its strongest area, backed by broad customization and integrations.
- Best for
- Mid-size and large sales orgs that need deep customization, forecasting and a huge app ecosystem.
- Company size
- Varies by deployment.
Key features
- Forecast method
- CRM opportunity stages and advanced forecast management.
- Manager submissions
- Native forecasting and manager hierarchy; confirm edition-specific permissions.
- CRM compatibility
- Salesforce-native.
- Forecast audit trail
- CRM record history features vary by edition.
Pros
- Very strong pipeline and opportunity management.
- Broad integration and customization options.
Cons
- Support and ease of use score lower than rivals on G2.
- Costs climb quickly once AI, API and support add-ons are included.
Pricing: Starter Suite $25/user/month; Pro Suite $100/user/month billed annually · Free trial
Full Salesforce Sales Cloud review Salesforce Sales Cloud alternatives
Best for smaller teams adding meeting insights
Avoma
Meeting assistant plus conversation and revenue intelligence for sales teams, priced per recorder seat with separately priced add-ons.
Avoma is a meeting assistant with conversation and revenue intelligence for sales and customer success teams. Its Revenue Intelligence add-on provides a forecast dashboard and submission panel using CRM and conversation signals, priced per recorder seat.
- Best for
- Sales and customer success teams wanting meeting notes plus coaching.
- Company size
- Small to mid-market.
Key features
- Forecast method
- CRM and conversation signals in Revenue Intelligence.
- Manager submissions
- Forecast dashboard and submission panel.
- CRM compatibility
- Salesforce and HubSpot supported in forecast help; others not confirmed.
- Forecast audit trail
- Forecast settings and submission panel.
Pros
- Integrations and insight extraction.
- Time saved via auto transcription.
Cons
- Conversation and revenue intelligence add-ons are costly.
- Transcription varies with accents.
Pricing: Startup recorder seat $19/month plus $29 Revenue Intelligence add-on per seat, annual billing · Free trial
HubSpot Sales Hub
CRM-native sales engagement, meetings and deal reporting with seat-type and edition gates.
HubSpot Sales Hub is a CRM-native product for sales engagement, meetings and deal reporting. Forecasting uses the deal pipeline and forecast submissions, which suits teams already running their CRM on HubSpot, with some features gated by edition.
- Best for
- Teams already running their CRM on HubSpot.
- Company size
- Small to mid-market.
Key features
- Forecast method
- CRM deal pipeline and forecast submissions.
- Manager submissions
- HubSpot forecast tool; confirm team permissions.
- CRM compatibility
- HubSpot-native.
- Forecast audit trail
- CRM property change tracking depends on subscription.
Pros
- G2 synthesis highlights centralized contacts, deals and tasks.
Cons
- G2 synthesis flags cost and setup of advanced features.
Pricing: $90/seat/month Professional, billed annually
Salesloft
Revenue orchestration with Cadence outreach, Rhythm prioritization and enterprise governance.
Salesloft is a revenue orchestration platform with Cadence outreach, Rhythm prioritization and enterprise governance. Its forecasting uses Clari Forecast, which combines deal data, AI and rep judgments, with a manager forecast and deal inspection workflow.
- Best for
- Revenue teams that need structured cadences and AI-guided prioritization.
- Company size
- Enterprise.
Key features
- Forecast method
- Clari Forecast combines real-time deal data, AI and rep judgments.
- Manager submissions
- Manager forecast and deal inspection workflow.
- CRM compatibility
- CRM-connected forecast data; exact connectors require confirmation.
- Scenario planning
- AI forecast compared with rep forecast.
Pros
- G2 review synthesis highlights cadence consistency and guided prioritization.
Cons
- G2 review synthesis flags occasional AI recommendation gaps and call issues.
Pricing: Contact sales
Terret (formerly BoostUp)
AI revenue operations platform formerly known as BoostUp, focused on forecasting and pipeline decision workflows.
Terret is an AI revenue operations platform, formerly known as BoostUp, centered on forecasting and pipeline health. It targets RevOps leaders evaluating AI-first forecast workflows and teams replacing an older BoostUp contract, with custom pricing.
- Best for
- RevOps leaders assessing AI-first forecast workflows.
- Company size
- Varies by deployment.
Key features
- Forecast method
- AI-native revenue forecasting and pipeline health.
- CRM compatibility
- CRM-connected revenue signals; confirm connector scope.
- Extra cost drivers
- Custom pricing; clarify legacy BoostUp contract treatment.
Best for
- RevOps leaders assessing AI-first forecast workflows.
- Organizations replacing an older BoostUp contract.
Not ideal for
- Teams that require a published fixed price.
- Buyers seeking a lightweight CRM-only report.
Pricing: Contact sales
What to look for in sales forecasting software
Start with the question the forecast must answer. A weekly commit call needs submissions and overrides, a board plan needs scenarios, and a conversation-based view needs call data. Then check the CRM you already run, the size of your hierarchy and the evidence finance can audit. Cost belongs last in the sequence, because it depends on seats, platform charges and onboarding that only make sense once the process is clear.
Pricing model
Pricing models here fall into three groups: published flat or per-seat prices, per-user fees plus a platform charge, and custom quotes. Published prices let you budget before a sales call, while quotes require written line items for licenses, onboarding and renewal. Ask each vendor for a full first-year total, not just the seat rate.
- Forecastio: $249/month billed annually, includes 2 seats.
- Anaplan: Custom quote.
- Aviso AI: Custom quote.
- Gong: Custom quote.
- Salesforce Sales Cloud: $100/user/month Pro Suite, billed annually.
Company fit
Some tools are built for small to mid-market teams and others for enterprise hierarchies with many regions and layers. A tool aimed at a large organization can add process and cost that a small team never uses. Match the tool to the number of forecasters and approval levels you actually have.
- Forecastio: Small to mid-market.
- Anaplan: Enterprise.
- Aviso AI: Enterprise.
- Gong: Enterprise.
- Salesforce Sales Cloud: Varies by deployment.
Forecast method
The method decides what question the number answers. CRM stages and weighted pipeline are simple and familiar, time-series and AI models add pattern detection, conversation signals add buyer activity, and scenario models support planning. Strong tools explain how a number was built. In a demo, ask the vendor to show a forecast and trace it to individual deals.
- Forecastio: AI, weighted pipeline and time-series forecasting.
- Anaplan: Scenario-based sales forecasting and revenue planning.
- Aviso AI: Time-series forecasting with opportunity and consumption signals.
- Gong: Deal and conversation signals with configured forecast metrics.
- Salesforce Sales Cloud: CRM opportunity stages and advanced forecast management.
Manager submissions
Submissions are how managers and reps commit to a number each week. Look for roll-ups through the hierarchy, owner overrides, categories and due dates, and permissions that control who can edit which level. Weak tools only display a calculated number. Check that submissions match how your team actually runs its forecast call.
- Forecastio: Forecast submissions and roll-ups.
- Anaplan: Roll-up to a single CRO forecast.
- Aviso AI: Deal-level predictions and flexible hierarchies.
- Gong: Configurable forecast boards, categories and due dates.
- Salesforce Sales Cloud: Native forecasting and manager hierarchy; confirm edition-specific permissions.
CRM compatibility
A forecasting tool is only as good as the CRM data feeding it. Some products are native to one CRM, such as HubSpot or Salesforce, while others connect to several systems or add ERP and data warehouse sources. Confirm the exact connector for your CRM, and whether a CRM upgrade is required to use the forecasting features.
- Forecastio: HubSpot.
- Anaplan: Can connect to CRM and ERP data.
- Aviso AI: Multiple CRM systems and Snowflake consumption data documented.
- Gong: CRM and revenue data; integration scope requires quote.
- Salesforce Sales Cloud: Salesforce-native.
Scenario planning
Scenario planning lets leaders model best, probable and worst cases for board plans, capacity and hiring. Enterprise planning platforms cover this in depth, while CRM-based tools usually offer lighter what-if views or a comparison of an AI forecast against the rep forecast. If a tool does not list scenarios, ask whether you need to build them elsewhere.
- Forecastio: What-if scenarios on the base Sales Forecasting plan.
- Anaplan: Best-case, probable-case and worst-case models.
- Salesloft: AI forecast compared with rep forecast.
Forecast audit trail
Finance and RevOps need to explain who changed a commitment and when. Strong tools keep a forecast audit trail, snapshot the pipeline over time and tie edits to user permissions. Weaker or edition-dependent controls leave gaps. Ask for the change history on a real forecast during the demo, and confirm which edition includes it.
- Forecastio: Forecast audit trail included.
- Anaplan: Planning model governance; exact controls need demo.
- Aviso AI: Pipeline snapshotting and health assessment.
- Gong: Forecast updates governed by user permissions.
- Salesforce Sales Cloud: CRM record history features vary by edition.
Extra cost drivers
The seat price rarely equals the total cost. Watch for add-ons such as revenue intelligence or API access, extra seats beyond a base plan, platform fees tied to user count, seat minimums and one-time onboarding charges. Ask for a written quote that separates each component, including what changes at renewal.
- Forecastio: $49/month for each additional seat on Sales Forecasting.
- Anaplan: Custom enterprise pricing and implementation scope.
- Aviso AI: Custom quote; validate model scope and onboarding.
- Gong: Per-user licenses plus a platform fee based on supported users.
- Salesforce Sales Cloud: Higher editions and optional AI add-ons raise the per-seat cost.
Buying sales forecasting software: security, admin and vendor checks
Once a tool fits the team, the purchase depends on what the vendor commits to in writing: single sign-on, user provisioning, audit logs, where data lives and the contract. The checks below use each vendor's public pages, so a blank means "ask", not "no".
- Try before you buy
- 3 of 9
- Publish SAML SSO
- 3 of 9
- Publish SCIM provisioning
- 0 of 9
- Publish a DPA
- 0 of 9
3 free trials, 0 free plans
Salesforce Sales Cloud, Avoma and Salesloft
ask every vendor in writing
request it before signing
Must-haves and what each vendor publishes
A blank is not a no, but it is work for your security review. Avoma publishes the most (1 of 5); Anaplan, Aviso AI, HubSpot Sales Hub and Terret (formerly BoostUp) publish none of these controls, so every question goes to their sales team. Tick what your team requires; vendors that drop out show why.
All 9 vendors shown. Tick a must-have to filter. ● published with the plan, ◐ mentioned without plan or details, ○ not on the vendor's public pages.
| Vendor | SAML SSO | SCIM | Audit logs | Data residency | DPA |
|---|---|---|---|---|---|
| Avoma1 of 5 published | ● PublishedEnterprise | ◐ Mentioned | ○ Not published | ◐ MentionedAWS USA only | ○ Not published |
| Forecastio1 of 5 published | ○ Not published | ○ Not published | ● PublishedSales Forecasting | ○ Not published | ○ Not published |
| Gong1 of 5 published | ○ Not published | ○ Not published | ○ Not published | ● PublishedAWS-hosted; regions not named on security page | ○ Not published |
| Salesforce Sales Cloud1 of 5 published | ● PublishedAll plans | ○ Not published | ○ Not published | ○ Not published | ○ Not published |
| Salesloft1 of 5 published | ● PublishedSalesloft supports SSO providers including Duo, Okta and… | ○ Not published | ○ Not published | ○ Not published | ○ Not published |
| Anaplan0 of 5 published | ○ Not published | ○ Not published | ○ Not published | ○ Not published | ○ Not published |
| Aviso AI0 of 5 published | ○ Not published | ○ Not published | ○ Not published | ○ Not published | ○ Not published |
| HubSpot Sales Hub0 of 5 published | ○ Not published | ○ Not published | ○ Not published | ○ Not published | ○ Not published |
| Terret (formerly BoostUp)0 of 5 published | ○ Not published | ○ Not published | ○ Not published | ○ Not published | ○ Not published |
What drives a sales forecasting quote
6 of 9 vendors publish no usable price, so a shortlist starts with knowing what each one charges for. The most common basis here is "per user or seat" (5 vendors).
- 5Per user or seatForecastio, Gong, Salesforce Sales Cloud, Avoma and HubSpot Sales HubAsk: Who counts as a user: admins only, or everyone who approves or views?
- 4Quote only, no stated basisAnaplan, Aviso AI, Salesloft and Terret (formerly BoostUp)Ask: What is the price metric, and is there a minimum contract value?
| Tool | Pricing basis | As the vendor describes it | Contract terms |
|---|---|---|---|
| Forecastio | Per user or seat | Flat per plan plus extra seats. | Not published |
| Anaplan | Quote only, no stated basis | Custom enterprise quote. | Not published |
| Aviso AI | Quote only, no stated basis | Custom enterprise quote. | Not published |
| Gong | Per user or seat | Per user plus platform fee. | Annual; no monthly plan known. |
| Salesforce Sales Cloud | Per user or seat | Per user. | Starter monthly or annual; Pro Suite and above annual. |
| Avoma | Per user or seat | Per user (recorder seats) | Monthly available on Startup and Organization; Enterprise annual only. |
| HubSpot Sales Hub | Per user or seat | Per seat. | Professional/Enterprise onboarding and seat conditions require quote review. |
| Salesloft | Quote only, no stated basis | Custom quote. | Custom quote; request rollout, minimum seats and renewal terms. |
| Terret (formerly BoostUp) | Quote only, no stated basis | Custom enterprise quote. | Not published |
How to evaluate sales forecasting software before you shortlist
Eight criteria separate tools that look similar on a feature page. Use them as a scorecard for demos and trials, and ask each vendor to show the behavior live with your own pipeline data instead of a prepared sample. Several vendors in this list publish no prices, and some features are described only at a high level, so written answers matter. Record what each vendor confirms, what stays vague and what needs a quote, then compare finalists on the same sheet.
Pricing model
Ask whether the price is per seat, a flat plan with included seats, a platform charge or a custom contract. In this category all four appear: some vendors publish seat prices, one publishes a base plan with two included seats, and several sell only by quote. Request the full written breakdown for your team size so you can compare like with like.
Company fit
Check that the tool was built for a team of your size and hierarchy. Enterprise planning platforms suit large organizations with complex multi-team forecasts, while smaller teams may find them heavy for a simple pipeline report. In a trial, set up your real team structure and see how much configuration and admin work it takes.
Forecast method
CRM stages, manager submissions, conversation signals and scenario models answer different questions, so match the method to your forecast process. In the demo, ask the vendor to explain what data feeds each number and how reps and managers can see the reasoning. Be careful with predictive claims and ask how your team would validate them against past quarters.
Manager submissions
A structured weekly forecast call needs rep and manager submissions, owner overrides and rollups to a single leadership view. Test the full chain in the demo: submit as a rep, override as a manager and watch the rollup change. Also confirm who can edit which numbers, since submission permissions differ between tools.
CRM compatibility
Confirm which CRM the tool connects to and how deep the connection goes. Some tools are tied to one CRM, others document several systems, and some require the vendor to confirm connector scope. Ask whether a CRM edition upgrade is needed, because connecting or replacing the CRM can cost more than the forecasting license.
Scenario planning
Best-case, probable-case and downside views feed board planning and headcount decisions, but not every forecasting tool offers them. Ask the vendor to build a downside case live and show how it differs from the rep forecast. Check whether scenarios are part of the plan you are quoted or sit in a higher tier.
Forecast audit trail
Finance needs to explain who changed a commitment and when. Ask the vendor to show the change history for a forecast number, including the user, the timestamp and the previous value. Where the vendor describes controls only in general terms, request documentation and test it in the trial.
Extra cost drivers
Add-ons, onboarding fees, seat minimums and platform fees change the total commitment beyond the headline price. Ask for every one-time and recurring line item in writing. Also ask which forecasting features sit in a higher edition, and what renewal terms apply after the first year.
Questions to ask sales forecasting software vendors
A sales call is the cheapest place to find out what a forecasting tool will actually require from you. Vendors in this category differ on published pricing, CRM dependence, governance depth and how much of the product sits behind a quote. Bring the same list to every call, write down the answers and ask for them in the proposal. Gaps in the answers are a finding too, and they tell you where to push before signing.
Which CRM and edition do we need?
Some tools work with one CRM, and some CRM vendors include forecasting only from a certain edition. Ask for the exact CRM, edition and integration scope required. This keeps a hidden CRM upgrade from appearing after you sign.
What is on the written quote?
Ask for license, platform fee, add-ons, onboarding and renewal terms as separate lines. Some vendors in this list publish seat prices and others quote only on request. A written breakdown lets you compare finalists fairly.
Can managers audit every forecast change?
Ask to see the change history for a submitted number, with the user and the time. Finance and sales leadership need this when a quarter misses. If the vendor can only describe the controls, ask for documentation and test them in the trial.
How do scenarios and overrides work?
Ask the vendor to build a downside case and a manager override in front of you. Check where overrides are stored and who can see them. This shows whether the tool supports your planning process or only a weekly pipeline view.
What security and contract documents can you share?
Request the current SOC 2 report, SSO and role settings, data hosting location and the data processing agreement. Where a vendor lists certifications on its site, still ask for the current report. Check whether data is hosted in a region your policy allows.
What changes at renewal or after a rebrand?
Ask about renewal pricing, minimum seats and contract length before signing. If a vendor has changed its name or merged products, confirm which contract, entity and product names apply. This avoids duplicate subscriptions and unclear terms.
How to run the decision
Run the decision as a short, structured process. Define the forecast question, your CRM constraint and your governance needs first. Shortlist three or four tools, give each vendor the same questions and demo script, and test with your own pipeline data. Get pricing, onboarding, security documents and renewal terms in writing, then score the finalists on one sheet before anyone signs.
Our recommendation
Pick the forecast method and CRM fit first, then narrow by team size and governance needs. HubSpot teams can start with Forecastio or Sales Hub, Salesforce shops can look at Sales Cloud, and enterprises that need planning depth can compare Anaplan, Aviso and Gong. Put the shortlist through one real forecast cycle and collect written quotes with every add-on listed before you sign.
Sales Forecasting Software: frequently asked questions
What is sales forecasting software?
Sales forecasting software helps revenue teams predict future sales using CRM opportunities, manager submissions, engagement signals or planning scenarios. It rolls individual deal data into team and company forecasts and helps leaders defend the number to finance.
Which sales forecasting software is best for an existing CRM?
Match the tool to your CRM. Forecastio and HubSpot Sales Hub are built around HubSpot, Salesforce Sales Cloud is Salesforce-native, and Avoma supports Salesforce and HubSpot in its forecast help. Confirm connector scope before you commit.
How much does sales forecasting software cost?
Published prices include Forecastio at $249 per month with two seats, HubSpot Sales Hub Professional at $90 per seat per month, and Salesforce Pro Suite at $100 per user per month. Anaplan, Aviso, Terret, Salesloft and Gong use custom quotes.
Does a forecasting tool require a CRM upgrade?
It can. HubSpot and Salesforce gate some forecasting and audit features by edition, and Salesforce add-ons such as Revenue Intelligence cost extra per user. Check which edition includes the forecast, submission and change-tracking features you need.
Can managers audit forecast changes?
Some tools can. Forecastio includes a forecast audit trail, Aviso offers pipeline snapshotting, and Gong ties forecast updates to user permissions. Others depend on edition or need a demo to confirm, so ask to see a change history.
Which sales forecasting software include SSO below the enterprise plan?
Salesforce Sales Cloud (SAML federated authentication available in all editions per Salesforce docs); Salesloft (Salesloft supports SSO providers including Duo, Okta and OneLogin; verify plan gate). The other tools either reserve SAML SSO for their top tier or do not say on their public pages.