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Top Rated Sales Forecasting Software with Search/Filter 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: March 2026

The search/filter capability allows users to quickly locate and analyze specific data, enabling detailed insights and efficient data management. It saves time, supports customized reports, and facilitates different analytical approaches. Our reviewers in sales forecasting software rated this feature as highly important.

3 Best Sales Forecasting Software with Search/Filter

  • Zoho CRM
  • Salesforce Sales Cloud - Highest rated for search/filter
  • Pipedrive

See other top Sales Forecasting products with search/filter

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 search/filter, 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 search/filter 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

Zoho CRM

4.3
(6.9K)
visit website

User insights about the search/filter feature

Reviewers highlight Zoho CRM's search/filter functionality as highly customizable and easy to use. They value the ability to create custom filters and search across the entire Zoho platform, including leads and sales data. Users report that the search feature saves time and improves efficiency by quickly locating specific information. While most find it effective, some users note occasional difficulties in finding what they need and suggest improvements in the search logic and filter options.
“The search filter functionality is great you can customize it in almost any way you can think of. You can set these filters to be viewable by anybody in your organization, by you specifically or specific users. You have the option to even name each one of your search filters. You can use Zia to search across the entire Zoho platform. Major plus”
VM

Vincent M.

C.E.O.

“search/filter functionality is indispensable in Zoho CRM as it improves data accessibility, streamlines navigation, supports customization, and enables better decision-making and collaboration”
jd

joseph d.

accountant

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 6,960 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 6,960 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

Salesforce Sales Cloud

4.4
(18.7K)
visit website

User insights about the search/filter feature

Reviewers indicate that Salesforce Sales Cloud's search/filter capabilities are intuitive and comprehensive, allowing users to search across objects, reports, and leads efficiently. They appreciate the advanced sorting options and the ability to filter by various criteria, such as account details and sales history. Users find it helpful for managing large customer lists and making data-driven decisions. However, some users mention challenges with the filter system and occasional difficulties in finding specific files or contacts.
“Contact information, sales, dates , receipts, products and more will be in the search filter icon for whatever you need when u need”
Verified reviewer profile picture

Erika C.

Cna

“Searches and filters are used daily to sort through the many pieces of data that is uploaded across the country in this program. ”
VV

Vanessa V.

Inside Sales and Marketing

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 18,761 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 18,761 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 search/filter feature

Reviewers appreciate Pipedrive's search/filter capabilities for their ease of use and efficiency in finding necessary information quickly. They find it particularly helpful for managing duplicate contacts and exploring detailed information within the database. Users report that the search feature works well for locating specific items and leads, and they value its ability to highlight leads or activities needing immediate attention. Some users mention that the search functionality can be complex and requires some practice to master.
“Its search or filter feature is also good. With the help of which the necessary information can be found very easily. Which is very time consuming to do manually.”
Ni

N i.

Content Writer

“The Search feature works well and it is easy to search for specific items and inforamtion ”
Dv

Daniel v.

Sales

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 Search/Filter in 2026

Zoho CRM logo

Zoho CRM

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

Users also considered
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Category Leaders

Cloud-based CRM and sales automation software

visit website
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

Users also considered
Avercast logo

Avercast

Smart forecasting. Right-sized inventory. Bottom-line gains.

visit website
With Avercast, you cut excess, prevent stockouts, free up working capital, and scale with confidence. From $14M in excess inventory reduced by a housewares maker to $1.5M saved in raw materials by an industrial supplier, you gain a platform that turns forecasting into an advantage.

Read more about Avercast

Users also considered
Capsule logo

Capsule

Customer relationship management solution

visit website
Capsule is an online CRM solution that helps businesses build stronger customer relationships, make more sales, save time, be more organized and collaborate.

Read more about Capsule

Users also considered
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

Users also considered
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

Users also considered
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
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

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

Users also considered
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
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.

Read more about PriceLabs

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

Users also considered
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

Users also considered
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

Users also considered
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

Users also considered
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

Users also considered
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

Users also considered
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

Users also considered
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.

Read more about Datarails

Users also considered
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

Users also considered
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

Users also considered
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

Users also considered

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, manage, and access all customer information in one place, with customizable fields and robust filtering options. 94% of reviewers rated this feature as important or highly important.
  • Contact Management: Users highlight the ease of tracking and organizing customer interactions, managing leads, and accessing detailed contact information for effective follow-ups. 94% of reviewers rated this feature as important or highly important.
  • Forecasting: Reviewers appreciate the ability to create detailed sales forecasts, plan scenarios, and make data-driven decisions, enhancing overall business strategy and performance. 93% of reviewers rated this feature as important or highly important.
  • Lead Management: Users emphasize the importance of tracking, prioritizing, and converting leads efficiently, which is facilitated by customizable features and clear workflow management. 91% of reviewers rated this feature as important or highly important.
  • Budgeting/Forecasting: Reviewers find the budgeting and forecasting tools helpful for planning financial outcomes, setting goals, and ensuring accurate and strategic resource allocation. 91% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Users value the simplicity of importing and exporting data, including the ability to handle large datasets and integrate with other systems smoothly. 82% of reviewers rated this feature as important or highly important.