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Top Rated Sales Forecasting Software with Task management

Last updated: November 2026

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94 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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Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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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.

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Gong logo

Cloud-based Revenue AI platform for B2B teams

Cloud-based Revenue AI platform for B2B go-to-market teams, capturing customer interactions, forecasting pipeline, and coaching reps.

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Bigin by Zoho CRM logo

The easiest small business CRM, now enhanced with AI.

Bigin by Zoho CRM is an AI-powered CRM built for small businesses. Manage leads, deals, email, calls, and WhatsApp in one place, automate follow-ups, and track performance with dashboards. 50,000+ businesses run on Bigin. Easy 30-minute setup. Free plan available; paid plans from $7/user/month.

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Veloxy logo

Cloud-based AI sales enablement for Salesforce teams

Veloxy is a cloud-based AI sales enablement platform for Salesforce users that consolidates field and inside sales workflows.

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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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EngageBay CRM logo

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.

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Upmetrics logo

AI-Powered Business Plan Software

Upmetrics is an AI-powered business planning platform that helps entrepreneurs and small businesses create business plans, build financial forecasts, develop pitch decks, research industries, and make better planning decisions.

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Scratchpad logo

Cloud-based AI sales workspace for Salesforce teams

Cloud-based AI workspace for Salesforce sales teams that automates CRM updates and enforces sales methodologies.

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Sage Sales Management logo

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.

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ActiveCampaign logo

Cloud-based marketing & sales automation for SMBs

ActiveCampaign is a cloud-based marketing and sales automation platform combining email, SMS, WhatsApp, CRM, and AI-driven automation.

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Salesflare logo

B2B sales CRM that keeps itself up to date

B2B CRM with visual pipelines and sales reporting, supported by automatically captured customer activity. For small and medium-sized teams managing relationship-driven sales.

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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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Kommo logo

Messenger-based sales tool for SMBs and entrepreneurs

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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Close logo

Cloud-based sales CRM for SMB and growth 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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Pipedrive logo

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.

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Upnify CRM logo

Web-based customer relationship management (CRM) solution

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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Tubular logo

Sales pipeline software & CRM for teams

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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TimeForge logo

Smart tools for busy people.

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

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

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DimoMaint FM logo

Facility, Asset and Maintenance Management software

Trackplan is a cloud-based facilities, asset and maintenance management software. Includes job scheduling, electronic forms, Apps for Android and iPhone for use by engineers and managers

Apps built using Modern PWA (browser based). So download from browser - no playstore or Apple store needed

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Modjo logo

Conversation intelligence software for business teams.

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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Coevera logo

Your sales process, visible, teachable and repeatable

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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Scoreplan logo

Streamlining business and people management

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.

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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