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Top Rated Sales Forecasting Software with CRM in 2026

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

CRM centralizes customer data, manages sales pipelines, tracks activities, and automates processes. It enhances customer relationships, improves communication, and provides valuable insights for accurate sales forecasting and identifying opportunities. Our reviewers in sales forecasting software rated this feature as highly important.

3 Best Sales Forecasting Software with CRM

See other top Sales Forecasting products with crm

How we picked the 3 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the sales forecasting software category. They also needed to have sufficient reviews about crm, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for the product with the highest rating for crm based on our proprietary ratings and reviews. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 3 best products

Zoho CRM logo
visit website

User insights about the crm feature

Reviewers appreciate Zoho CRM for its user-friendly interface and ease of use. They highlight its comprehensive capabilities for managing customer relationships, including tracking customer data, interactions, and sales processes. Users report that Zoho CRM integrates well with other tools like Slack, Zoom, and Mailchimp, which helps streamline their work. They also value the ability to customize the CRM to meet specific needs and the flexibility it offers in automating tasks and workflows. Additionally, users find it helpful for organizing lead data and improving customer engagement.
“The ability to move from various sections like customer payments, history, credit control and projects with ease. All the different client and vendor sections all work in a similiar fashion with a clean layout making it very easy to use and train new employees”
DR

Darren R.

Director

“The impact of CRM on Zoho CRM is that it provides the framework and functionality for businesses to effectively manage customer interactions, track leads, automate processes, and ultimately enhance customer relationships. ”
MM

MD M.

Manager

Sales Forecasting key features coverage

Zoho CRM offers 6 out of the 6 key features for Sales Forecasting software identified by reviewers:

Contact Database4.4
Contact Management4.4
Forecasting3.8
Lead Management4.4
Budgeting/Forecasting4.0
Data Import/Export4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

User insights about the crm feature

Reviewers indicate that Salesforce Sales Cloud is highly effective for managing customer relationships and sales processes. They appreciate its robust and customizable CRM capabilities, which allow for efficient data organization, tracking interactions, and automating tasks. Users report that it helps visualize the sales pipeline, manage customer data, and set reminders for follow-ups. They also value its integration with other tools and the ability to generate detailed reports. However, some users mention that it can be complex and not always user-friendly.
“Salesforce Sales Cloud is one of the best CRMs on the market. It's intuitive, user-friendly, and provides all the functionality I need to manage my sales pipeline and close deals. The CRM feature is highly customizable, which is essential for my business needs.”
GG

Gaurav G.

HR manager

“CRM offers sales teams to record the information and engagements with the client in a clear form and allows the team to access information with ease whenver needed to follow up or plan the next sales activity.”
MA

Muhammad A.

Engineer

Sales Forecasting key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Sales Forecasting software identified by reviewers:

Contact Database4.6
Contact Management4.5
Forecasting4.3
Lead Management4.4
Budgeting/Forecasting4.5
Data Import/Export4.4

Pros and cons based on 18,765 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,765 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Pipedrive logo

User insights about the crm feature

Users find Pipedrive CRM to be intuitive and easy to use, with a visual pipeline that helps track sales stages effectively. They appreciate its automation features and the ability to manage customer information, notes, and interactions in one place. Reviewers highlight its suitability for sales-focused teams and its seamless integration with other tools. They also value the simplicity of customizing the CRM and the ease of onboarding new users. However, some note that it may not be the best option for teams beyond sales.
“Pipedrive CRM is a game-changer. Its intuitive interface, automation, and visual pipeline have streamlined my sales process, boosting efficiency and driving results. Highly recommended for business growth.”
Verified reviewer profile picture

Muhammad A.

Software house

“Pipedrive is a pretty complete CRM tool, but is super sales-oriented. If you have Account Management, Customer Success and Account Executive teams, it's not the best option.”
NB

Nathalia B.

Customer Success

Sales Forecasting key features coverage

Pipedrive offers 5 out of the 6 key features for Sales Forecasting software identified by reviewers:

Contact Database4.4
Contact Management4.4
Forecasting4.1
Lead Management4.4
Budgeting/Forecasting
Data Import/Export4.5

Pros and cons based on 3,042 verified reviews

64% of users rated Pipedrive 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,042 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Cons:

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details

Pricing

Starting price:$19 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Other Top Rated Sales Forecasting Software with CRM in 2026

Zoho CRM logo
Category Leaders

Customer relationship management solution

visit website
Create fully customizable forecast reports and dashboards to track every opportunity with Zoho CRM.

Read more about Zoho CRM

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Salesforce Sales Cloud logo
Category Leaders

Cloud-based CRM and sales automation software

See a set of visual, real-time reports and dashboards that can be customized & configured to meet your needs and access advanced and adjustable sales forecasts.

Read more about Salesforce Sales Cloud

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Pipedrive logo
Category Leaders

Cloud-based CRM solution for salespeople

Pipedrive is a sales management tool that gets sales teams organized. It helps you focus on the activities that drive deals to close.

Read more about Pipedrive

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EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

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NetSuite logo
Category Leaders

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Read more about NetSuite

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Gong.io logo
Category Leaders

Revenue intelligence technology for sales teams

Gong.io is a revenue intelligence platform that enables stakeholders to centralize all revenue workflows, providing actionable insights and streamlining processes with purpose-built AI. Gong's capabilities include Gong Forecast, which enhances revenue operating rhythm with increased customer data to drive forecast accuracy and actionable insights across the organization.

Read more about Gong.io

Users also considered
monday CRM logo
Category Leaders

Customer relationship management solution

On monday CRM sales managers can monitor their team's ongoing deals at a glance, and leverage embedded workflow analytics to make better data-driven decisions. This drag-and-drop platform gives instant clarity of your pipeline, forecasted and actual revenue, deals by rep, and team capacity.

Read more about monday CRM

Users also considered
Freshsales logo
Category Leaders

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management.

Read more about Freshsales

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HubSpot Sales Hub logo
Category Leaders

Freemium email productivity & tracking for sales teams

HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

Read more about HubSpot Sales Hub

Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

Really Simple Systems CRM includes powerful forecasting tools for greater insight and visibility of your sales. You will have real-time data of your leads and team performance, helping you accurately manage and forecast your sales.

Read more about Spotler CRM

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Apollo.io logo

Find ideal prospects and convert them into customers.

End-to-end outbound sales platform. Find prospects, communicate at scale, win deals. Easily, from one place.

Read more about Apollo.io

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

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Firefish logo

The Recruitment CRM that accelerates data-driven growth.

Accelerate profitable growth for your recruitment agency by unlocking the value in your data; empowering recruiters to exceed their potential.

Read more about Firefish

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Substrata Q logo

Sales Enablement Platform

Q is a powerful email intelligence solution for B2B dealmakers. It relies on a cutting-edge social signal processing AI to analyze implicit meaning (subtext), true sentiment and power dynamics.

Read more about Substrata Q

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Vanillasoft logo

Lead optimization platform for fast-response sales teams.

VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

Read more about Vanillasoft

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Outreach logo

Cloud-based sales execution platform for businesses

Built for intelligent revenue workflows, Outreach’s forecasting capabilities help sales and revops leaders forecast accurately. With automated roll-ups and built-in scenario modeling, Outreach gives teams confidence in their ability to predictably deliver results.

Read more about Outreach

Users also considered
Insightly logo
Category Leaders

Insightly is the modern, affordable CRM that teams love.

Leverage accurate and up-to-date data to accurately forecast. Use powerful reports to help manage sales opportunities, monitor stall points, and use automation to help push deals along.

Read more about Insightly

Users also considered
Pipeliner CRM logo

The Better CRM - Built For Sales, Used By Sales!

If there is a single element that a company really needs to be accurate from a CRM application, it is a sales forecast & that is what Pipeliner CRM provides!

Read more about Pipeliner CRM

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Teamgate logo

Unlock Your Sales Potential

Analytics and reports - Base your actions on intelligent analysis. All the strategic metrics needed to plan a competitive next step

Read more about Teamgate

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Qlik Sense logo
Category Leaders

End-to-end data analytics platform

Qlik Sense is a business intelligence (BI) and visual analytics platform that supports a range of analytic use cases. It supports a full range of users and use-cases across the life-cycle from data to insight.

Read more about Qlik Sense

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Workday Adaptive Planning logo
Category Leaders

Enterprise planning software for agile budgeting & reporting

Workday Adaptive Planning is the only solution that empowers finance to configure sophisticated, driver-based models, analyze unlimited scenarios, and use AI and machine learning to create predictive forecasts and gain enhanced insights. Partner with us today to drive fast, confident decisions.

Read more about Workday Adaptive Planning

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Close logo

The conversation-first CRM for small, scaling sales teams

Close more deals with actionable insight—measure (and act on) the metrics that matter most.
Analyze and measure individual and team performance via intuitive, flexible reports.

Read more about Close

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Sage Sales Management logo
Category Leaders

The leading mobile CRM for field sales management.

Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

Read more about Sage Sales Management

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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

Salesflare is an intelligent CRM & sales forecasting tool for small and medium sized B2B businesses, who want to sell more with less work. Salesflare makes it super easy to keep a clear and visual overview on your pipeline, to follow deal evolution, and to predict what revenue you will make.

Read more about Salesflare

Users also considered
Scratchpad logo

Scratchpad is how sales teams work faster, together.

Scratchpad is a new experience for sales reps, managers, and sales leaders that makes managing pipeline, inspecting deals, coaching, and forecasting fast, simple, and delightful.

Read more about Scratchpad

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Key features for Sales Forecasting software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Database: Reviewers value the ability to store and manage all customer data in one place, offering customization, filtering, and easy access to contact information. 94% of reviewers rated this feature as important or highly important.
  • Contact Management: Users appreciate managing customer interactions, tracking leads, and maintaining up-to-date information, which helps in building strong relationships and improving sales efficiency. 94% of reviewers rated this feature as important or highly important.
  • Forecasting: Reviewers highlight the importance of predicting future sales trends, planning scenarios, and making informed business decisions with accurate and customizable forecasting tools. 93% of reviewers rated this feature as important or highly important.
  • Lead Management: Users emphasize the ease of tracking, organizing, and prioritizing leads, helping to convert them into sales and improve overall sales strategy. 91% of reviewers rated this feature as important or highly important.
  • Budgeting/Forecasting: Reviewers note the utility of creating and tracking budgets and forecasts, aiding in financial planning, resource allocation, and strategic decision-making. 91% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Reviewers appreciate the simplicity of importing and exporting data, which saves time and effort, and the ability to integrate with other tools and customize the process. 82% of reviewers rated this feature as important or highly important.