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Top Rated Sales Forecasting Software with Task management

Last updated: July 2026

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84 software options

Zoho CRM logo

Customer relationship management solution

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

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Gong.io logo

Revenue intelligence technology for sales teams

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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.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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

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Upmetrics logo

Business plan software with AI assistance.

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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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Teamgate logo

Unlock Your Sales Potential

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

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monday CRM logo

Customer relationship management solution

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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.

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Scratchpad logo

Scratchpad is how sales teams work faster, together.

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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.

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Sage Sales Management logo

The leading mobile CRM for field sales management.

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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.

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Close logo

The conversation-first CRM for small, scaling sales teams

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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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Salesflare logo

Intelligent CRM for small and medium-sized B2B businesses

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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.

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Firefish logo

The Recruitment CRM that accelerates data-driven growth.

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

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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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Kommo’s real-time reports highlight where you are losing leads most frequently, so you can adapt your strategy to maximize lead retention. Sell more by using a data-driven approach with Kommo. Built for SMBs and entrepreneurs.

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Upnify CRM logo

Web-based customer relationship management (CRM) solution

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Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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

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HubSpot Sales Hub logo

Freemium email productivity & tracking for sales teams

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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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Tubular logo

Sales pipeline software & CRM for teams

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Tubular is a cloud-based sales pipeline & customer relationship management (CRM) software built for teams, for managing contacts, leads, deals, tasks, and more

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LivePlan logo

Business planning & performance management software

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LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. Confidently plan, fund, and grow your business with LivePlan.

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Coevera logo

Technology & People Evolving Together

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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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TimeForge logo

Smart tools for busy people.

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TimeForge Labor Management software brings the full employee lifecycle to a centralized dashboard to save businesses time and money. Features include: ATS and onboarding, employee scheduling, timekeeping, HR, manager logbooks, sales-to-labor tools, and even select POS and payroll integrations.

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Wingmate logo

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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Vanillasoft logo

Lead optimization platform for fast-response sales teams.

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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.

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Modjo logo

Conversation intelligence software for business teams.

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Gain valuable insights into field activities at scale using our advanced conversational intelligence platform and supercharge your sales team's performance.

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Scoreplan logo

Streamlining business and people management

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The most complete system in Brazil for Strategic and Financial Planning that makes planning executable using agile and traditional methodologies such as OKR and BSC.

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BNC IBIS logo

Cloud CRM for selling on construction projects.

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IBIS is a game-changer solution for managing project sales. The system enables opportunity-based sales forecasting to provide greater accuracy through integration with BNC Intelligence for construction projects.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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