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Top Rated Business Performance Management Software with Hubspot crm

Last updated: November 2026

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23 software options

Looker logo

BI platform for data exploration & analytics

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Looker is an enterprise platform for business intelligence, data applications, and embedded analytics, enabling real-time exploration and sharing of insights. It features a universal semantic modeling layer for unified, governed data, conversational analytics with Gemini for natural language queries, and capabilities for embedding interactive dashboards into applications. Looker integrates with Google Cloud and BigQuery, offering an API-first architecture for custom data experiences.

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HoneyBook logo

Client management for freelancers & SMBs

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Everything you need to manage contracts, clients, proposals, contracts, payments, and more.

Get started with a 7 day free trial today.

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Datarails logo

The operating system finance teams run on

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Datarails is a financial planning and analysis platform for Excel users. It automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models.

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Klips logo

Custom dashboards for you and your team.

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Klipfolio Klips is a powerful business performance management platform for small and mid-sized businesses tracking their metrics and agencies automating client reporting. It consolidates, transforms, and visualizes data in real-time, enabling smarter decisions and customized, actionable insights.

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Phocas logo

Business intelligence, financial reporting & sales analytics

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Phocas Software simplifies business performance management through powerful analytics and visualization tools.

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Quantive StrategyAI logo

Quantive StrategyAI — Strategic agility for today’s world.

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Real-time people analytics. With Quantive Results, Managers, Executives and HR Leaders can get frequent and actionable real-time insights on team performance.

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ClicData logo

The Modern Data Platform made for data people.

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ClicData is a modern data platform to build your data stack or enhance your existing one with powerful, integrated tools.

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vtenext logo

Maximize efficiency: automate internal processes with BPMN E

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Maximize efficiency: automate internal processes with BPMN Engine and leverage AI Agents & a virtual assistant in one CRM.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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Farseer helps companies manage performance beyond spreadsheets. Unify planning, forecasting, and reporting in one platform, automate manual work, and empower finance teams with real-time insights and predictive analytics.

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Sisense logo

BI & dashboard software for multiple, large data sets

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Monitor & query the performance of your entire business by using Sisense's dashboards and BI reports to make sense of large data sets from multiple sources.

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Causal logo

Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

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Metronome logo

Operate Smartly, Adapt Instantly.

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Metronome - Transform your operations with real-time agility. Seamlessly allocate resources, adapt on-the-fly, and dispatch tasks for optimized efficiency.

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Spider Impact logo

Where strategic priorities connect to measurable results.

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Spider Impact is strategic performance management software that improves your KPIs, aligns your team, and brings your balanced scorecard to life in order to achieve optimal business results. Don't just define your strategy—live it.

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Abacum logo

Automate, analyze and forecast for strategic impact

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Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact.

Automate your BvA reporting, forecast, approve budget changes and share reports with only 1-click.

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Inspire logo

Turn strategy into results, and know who owned them.

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Inspire is a strategy execution platform for continuous performance management and OKRs. It connects board-level strategy to the daily work that delivers it, so leaders can see what is moving and who owns each outcome. OKRs, check-ins, one-on-ones, recognition, reviews and dashboards in one system.

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Metric.ai logo

Software for agencies to manage finances and operations.

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Metric.ai is the only tool for digital agencies that combines software to provide services with financial analytics to run a business. Get real-time insights on revenue forecasts, profitability, utilization, and other 100+ metrics, broken down by clients, departments, roles, and custom tags.

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Blox logo

Financial modeling and planning management software

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Blox helps business leaders with financial modeling and planning without the need for spreadsheets. With its marketplace of pre-built blocks, it has taken away the complexity of building a bespoke model and sped up the planning process massively.

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PowerMetrics logo

Make metrics everyone's business.

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PowerMetrics is a powerful, metric-centric analytics and BI platform used by leading businesses to make better decisions. From data ingestion and prep, to a self-serve metrics catalog and native metric-first visualizations, data teams and business end-users will trust what they see.

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EverReady logo

Cloud-based AI revenue platform for B2B sales teams

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Cloud-based AI revenue platform native to Salesforce, auto-capturing emails, meetings, and calls with pipeline analytics.

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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Perdoo logo

Cloud-based OKR and strategy execution software

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Perdoo is a cloud-based OKR platform that helps turn strategies into results. Perdoo caters to a wide range of industries and organizations of all sizes, from small businesses to large enterprises, that are looking to execute their strategy more effectively.

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform for Business Performance Management. AI extends what you can accomplish by centralizing all performance data and strategic initiatives in one governed environment. Streamline planning and use advanced reporting for data-driven performance analysis.

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