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Top Rated Sales Forecasting Software with Data Import/Export in 2026

Verified reviewer profile picture
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: April 2026

Data import/export simplifies updating and modifying sales data, facilitates integration with external tools, and enhances reporting capabilities. It allows easy transfer of data from various sources, ensuring accurate and comprehensive sales forecasts. Our reviewers in sales forecasting software rated this feature as important.

3 Best Sales Forecasting Software with Data Import/Export

  • Zoho CRM
  • Salesforce Sales Cloud - Highest rated for data import/export
  • Pipedrive

See other top Sales Forecasting products with data import/export

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 data import/export, 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 data import/export 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
4.3
(6.9K)

User insights about the data import/export feature

Reviewers highlight Zoho CRM's data import/export capabilities as easy to use and efficient. They appreciate the ability to quickly import and export data in various formats, including integration with Google apps and Microsoft Excel. Users find the process intuitive and valuable for managing and analyzing CRM data. However, some mention difficulties with data duplication and initial setup. The feature is praised for its flexibility, allowing integration with third-party tools and supporting bulk data uploads and downloads, contributing to effective CRM management.
“What I really like about the Data Export and I port feature, is how you can by a click export data through so easily. It's very useful to have, and does the hard work to export data through to the system, and to the sales team so quickly and conveniently. Not only exports, but also imports and saves important data so that no information is lost.”
AG

Amardeep G.

Call centre

“Both data import and export are essential features in Zoho CRM, as they enable you to maintain accurate records, migrate data from other systems, and analyze your CRM data in external tools. These capabilities contribute to efficient CRM management and effective decision-making within your organization.”
Verified reviewer profile picture

Mohammed M.

Assistant manager

Sales Forecasting key features coverage

Zoho CRM offers 5 out of the 5 key features for Sales Forecasting software identified by reviewers:

Contact Database4.4
Contact Management4.4
Forecasting3.8
Lead Management4.4
Budgeting/Forecasting4.0

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.

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the data import/export feature

Reviewers indicate that Salesforce Sales Cloud's data import/export capabilities are user-friendly and customizable, making data migration and management straightforward. They find it easy to import and export data from various sources, including CSV files and other CRM systems. Users appreciate the seamless integration with tools like Excel and Google Drive, though some mention occasional issues with data completeness and complexity. The feature is valued for its role in data analysis, reporting, and sharing across teams, despite some reviewers noting it could be more intuitive.
“In summary, "Data Import/Export" in Salesforce Sales Cloud is essential for data migration, ongoing data management, customization, backup, sharing, and integration, ensuring the platform's efficiency and relevance in supporting sales and customer relationship management.”
NA

Naveed A.

Site engineer

“The Data Import/Export feature in Salesforce Sales Cloud is incredibly useful. It allows me to quickly and easily import and export data, saving me time and effort. The feature is user-friendly and customizable, which is great for my business needs.”
GG

Gaurav G.

HR manager

Sales Forecasting key features coverage

Salesforce Sales Cloud offers 5 out of the 5 key features for Sales Forecasting software identified by reviewers:

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

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
4.5
(3K)

User insights about the data import/export feature

Reviewers appreciate Pipedrive's data import/export capabilities for their ease and speed. They find it simple to migrate data from other CRM systems and external sources like CSV files and Quickbooks. Users report that the tools are efficient for managing sales data and backing up information. However, some reviewers mention occasional issues with data organization during export and difficulties when starting with a new CRM. Integration with other sales software and MS power tools is also highlighted as a valuable aspect.
“ Pipedrive's data import and export tools allow users to transfer and back up information to and from external sources, such as other CRM systems and CSV files. By utilizing these tools, users can have greater control over their information and handle it in a more efficient manner.”
Jf

Jose f.

Gerente administrativo

“Pipedrive's Data Import/Export feature is a time-saver. Effortlessly migrate and manage data with simple yet powerful tools, ensuring smooth transitions and streamlined operations. Vital for data-driven success.”
Verified reviewer profile picture

Muhammad A.

Software house

Sales Forecasting key features coverage

Pipedrive offers 4 out of the 5 key features for Sales Forecasting software identified by reviewers:

Contact Database4.4
Contact Management4.4
Forecasting4.1
Lead Management4.4
Budgeting/Forecasting

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 Data Import/Export in 2026

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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Zoho CRM logo
Category Leaders

Customer relationship management solution

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

Read more about Zoho CRM

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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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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

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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

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PriceLabs logo

Revenue management & dynamic pricing for vacation rentals

PriceLabs is a revenue management and dynamic pricing platform for hospitality accommodation providers such as vacation rentals, hotels, RVs, and campgrounds, boosting revenue with automated rates for seasons, events, and bookings.

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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.

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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.

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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.

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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

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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

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Datarails logo

Financial planning and analysis (FP&A) software

Datarails is an FP&A solution that enables finance experts to conduct financial planning and analysis, budgeting, and forecasting. The platform automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Microsoft Excel spreadsheets and financial models.

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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!

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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

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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.

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Workday Adaptive Planning logo
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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.

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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.

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Business planning & performance management software

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Sage Sales Management logo
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Upmetrics logo

Business plan software with AI assistance.

Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.

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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: Users find the contact database essential for organizing and managing customer information, filtering contacts, and customizing fields for better business management. 94% of reviewers rated this feature as important or highly important.
  • Contact Management: Reviewers appreciate contact management for tracking leads, managing interactions, and organizing customer data, which helps in building meaningful relationships and improving sales efficiency. 94% of reviewers rated this feature as important or highly important.
  • Forecasting: Reviewers highlight forecasting for its ability to predict sales trends, plan scenarios, and make informed business decisions using accurate data and visual representations. 93% of reviewers rated this feature as important or highly important.
  • Lead Management: Users value lead management for tracking, prioritizing, and converting leads into sales, with features that help automate and organize the sales process efficiently. 91% of reviewers rated this feature as important or highly important.
  • Budgeting/Forecasting: Reviewers emphasize budgeting and forecasting for its role in planning financial outcomes, setting goals, and tracking progress, enabling informed decision-making and strategic planning. 91% of reviewers rated this feature as important or highly important.