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Top Rated Business Performance Management Software with Hubspot crm

Last updated: June 2026

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27 software options

Spider Impact logo

Where strategy gets done—faster.

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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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Inspire logo

Cloud-based and AI-enabled performance management solution

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Inspire is a cloud-based and AI-enabled performance management solution designed to help organizations of all sizes manage objectives through OKR and goal setting methodologies. Key features include team collaboration, employee recognition, progress tracking, reporting, and analytics.

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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

Financial planning and analysis (FP&A) software

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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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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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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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Bob Finance logo

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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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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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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Board logo

The Enterprise Planning Platform

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Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.

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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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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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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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Freshsales logo

Sales management solution

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Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

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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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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

Get the most out of your CRM with AI

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EverReady automates CRM data capture by syncing Gmail/Outlook emails and meetings, and creating enriched contacts from email signatures.
Keep your CRM clean and up to date, improve pipeline visibility, detect risks faster, and forecast more accurately—without manual entry.

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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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