Best Sales Planning Software with a Free Trial of 2025

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Discover India's leading automated invoicing platform and field sales application, enabling you to manage routewise orders and collect payments effortlessly via your smartphone. Experience real-time visibility into your sales performance, including orders, GST invoices, purchases, and payment statuses. Monitor your sales team's activities, invoicing, and payment processing in real-time, while also facilitating order placements and payment collections directly from the field. Develop tailored sales strategies for your team and meticulously track their sales efforts. The mobile app allows you to oversee payables and receivables, simplifying the management of collected payments. Additionally, obtain a detailed outlet-wise summary of outstanding payments for comprehensive analysis. Streamline the creation of sales and purchase invoices, making GST return submissions more efficient. Access insightful accounting reports that provide a comprehensive overview of your business, aiding in strategic decision-making for future growth. Customize the application to align with your specific preferences, adjust permissions for your sales representatives, and set default transaction states according to your operational requirements. With these features, you can enhance your business’s efficiency and drive success.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

CentralStationCRM provides user-friendly and intelligent CRM software tailored for small to medium enterprises. Users can effortlessly view all customer and address information in one place, which encompasses emails, notes, tasks, and scheduled appointments. A variety of filtering options are available to effectively organize customer data for sales and marketing efforts. The platform offers a clear overview of all activities, complete with notification features, ensuring that team members remain informed. Tools for sales planning, reminders, and task management promote effective oversight. The straightforward functions and intuitive interface significantly minimize the time required for training. We have streamlined the experience by removing complex processes and features that are primarily beneficial for large corporations. This browser-based solution is accessible on any device with internet connectivity, including mobile phones, and requires no installation. Additionally, users can easily filter their contacts with a single click by utilizing custom categories that they create themselves. This versatility makes CentralStationCRM an ideal choice for businesses looking to enhance their customer relationship management efficiently.

Lative serves as a comprehensive platform for revenue planning, strategic development, and execution monitoring, designed to facilitate profitable and efficient growth. By integrating overarching targets and strategies with grassroots operational data, you can enhance investment decisions and meet your objectives more effectively. Real-time calculations of sales productivity and return on investment empower you to make informed choices that drive growth. The platform aligns your high-level revenue strategies with detailed operational insights, resulting in a unified and thorough perspective on your sales organization. It also enables you to pinpoint gaps as they arise and leverage AI to explore various what-if scenarios, ensuring you meet your sales goals. The solution promises rapid value realization through effortless connectivity and integration. With the ability to aggregate data from over 150 different sources, it delivers a single, reliable source of truth. Moreover, it offers precise and immediate revenue insights, enabling agile decision-making that adapts to the constantly changing landscape of your business, ensuring sustained success and adaptability in your growth strategy.

A sales performance management solution tailored for HubSpot users is here to enhance your sales strategy. By leveraging your historical HubSpot data, you can effectively plan your sales approach and set realistic targets. Optimize your sales capacity management with well-structured hiring timelines to ensure you meet your goals. Avoid unexpected challenges at the end of the quarter by employing various forecasting techniques. Implement what-if scenarios to strategically allocate resources for maximum efficiency. Extract valuable sales insights from HubSpot that can guide your decision-making process. With access to predefined planning templates and dynamic assessments of goal feasibility, you can streamline your strategy. Harness AI and predictive forecasting capabilities to achieve precise projections for future sales. Keep a close eye on essential sales performance metrics in real-time, enabling you to make informed adjustments swiftly. Identify performance gaps related to personnel, processes, and pipelines without the need for extensive report analysis. Evaluate your current sales capacity and automatically determine the additional resources required to meet your sales targets. Additionally, track the progression of your sales pipeline in real-time to quickly identify and address potential bottlenecks that could hinder your success.

QVANTUM is a sophisticated cloud-based operational planning solution designed to help organizations enhance their financial, workforce, and sales planning efforts. It provides seamless integration with current ERP, BI, and HR systems, fostering effective collaboration among various departments on a centralized platform. Equipped with robust tools for predictive forecasting, cost center oversight, and ESG reporting, QVANTUM delivers real-time insights that aid in informed decision-making. The platform reduces reliance on Excel by offering tailored templates, automated workflows, and stringent rights management to uphold compliance and protect data. Featuring an easy-to-navigate interface reminiscent of Excel, it significantly reduces the training required for users, while its scalable architecture ensures it grows alongside the business. Compliance measures are based on detailed rights assignments and automatic data backups, ensuring a secure operational environment. Additionally, it provides connections to all major ERP, BI, and HR systems to streamline processes further. This comprehensive functionality makes QVANTUM an indispensable tool for modern enterprises striving for efficiency and agility.

Our advanced financial platform empowers users to move beyond the constraints of traditional spreadsheets and outdated software. It integrates financial consolidation, planning, reporting, and analysis within a cohesive and adaptable system. Tackle the intricacies of financial closure, consolidation, planning, reporting, and analysis with ease. OneStream adheres to corporate standards while also addressing the specific planning and reporting needs of various business sectors, all within a single, comprehensive application. It allows teams to leverage reliable financial insights from extensive operational data, enabling them to identify patterns and financial indicators that facilitate swift, informed decision-making. Additionally, OneStream accelerates your path to realizing value by incorporating a deep understanding of accounts, currencies, ownership, and intercompany transactions. Transition from numerous outdated systems or cloud-based point solutions to a singular, streamlined application that enhances efficiency. By doing so, organizations can significantly improve their financial operations and strategic initiatives.

Transition away from traditional spreadsheets and adopt the superior, top-tier integrated enterprise planning solutions offered by Jedox. These solutions from Jedox amalgamate enterprise planning, data analytics, and reporting functionalities, empowering organizations to enhance teamwork, generate precise forecasts and analytics, and achieve improved visibility and transparency in processes. Furthermore, Jedox can be accessed on any device and features seamless integration capabilities, making it a versatile choice for businesses. This shift not only streamlines operations but also fosters a more collaborative work environment.

Vena Solutions provides an all-encompassing platform for financial planning and analysis (FP&A) that works harmoniously with Microsoft Excel. This innovative platform empowers companies to enhance their budgeting, forecasting, reporting, and financial closing activities through the use of AI-driven automation. By facilitating real-time collaboration, offering customizable workflows, and featuring user-friendly dashboards, Vena enables organizations to make well-informed decisions, boost operational efficiency, and ensure regulatory compliance. Additionally, Vena's compatibility with Microsoft 365 applications along with its robust data transparency capabilities delivers a unified source of truth for financial operations, making it an excellent choice for businesses, regardless of their size. With its focus on enhancing financial processes, Vena Solutions stands out as a valuable tool for organizations looking to streamline their financial management practices.

Anaplan is a next-generation planning and decision-making platform that uses AI to unify strategic, financial, and operational processes across an organization. By breaking down departmental silos, it enables businesses to collaborate in real time, share insights, and make agile adjustments to their plans. The platform offers industry-specific solutions for finance, supply chain, sales, HR, and more, helping organizations adapt to market changes with speed and precision. Its AI suite — including predictive, generative, and agentic AI — supports complex planning scenarios, identifies opportunities, and accelerates decision cycles. With enterprise-grade data orchestration, robust modeling capabilities, and advanced security, Anaplan is built to scale with growing business needs. Recognized as a leader by Gartner and IDC, the platform has earned the trust of over 2,500 global brands. Customers benefit from the ability to model diverse scenarios, forecast outcomes, and optimize performance across the board. The result is a connected, intelligent planning ecosystem that drives measurable business value.

With Account Plan Pro, your team can enhance the generation and execution of strategic account plans more efficiently. Integrated within your Salesforce setup, it provides insights into key account management, ongoing opportunities, and the sales pipeline. It is compatible with both Lightning and Classic User Interfaces. You can access it from any location with internet connectivity, whether in the office or while on the go. By ensuring that salespeople are clear on their goals for each sales call, it leads to increased satisfaction for customers, sales representatives, and sales managers alike. This clarity also contributes to greater success for both you and your sales team. Furthermore, our Pre Call Plan template builds upon SalesForce.com’s action planning, ensuring that your sales staff has well-defined objectives and expected outcomes before initiating a call or arranging a customer visit, ultimately driving better results.

Sprocket utilizes Artificial Intelligence to efficiently deliver the essential go-to-market support needed to significantly enhance your company’s sales pipeline, resulting in steady, incremental, and reliable revenue growth. It allows you to pinpoint the specific types of companies and customers your organization should focus on prioritizing. You can swiftly adapt and refine your strategic operational framework throughout the organization, thereby optimizing revenue efficiency. It not only helps in developing and refining processes that spot and evaluate new revenue opportunities but also fosters structural alignment and promotes strategic collaboration. Sprocket was developed in response to the frequent challenges companies face with their go-to-market strategies and the need for profitability across various departments. Investors and company leaders often carry high expectations and set ambitious sales and revenue goals, particularly in the SMB and mid-market sectors, making it essential to have the right tools in place. With Sprocket, companies can accurately identify gaps and capitalize on emerging opportunities, ensuring they stay ahead in a competitive landscape. Ultimately, this solution seeks to empower organizations to thrive by streamlining their market approaches and maximizing revenue potential.

Prophix is a comprehensive software solution for corporate performance management (CPM) designed to meet the needs of businesses across various sizes and sectors. By integrating budgeting, planning, forecasting, financial consolidation, and reporting functionalities into a single platform, Prophix enables organizations to transition from traditional Excel methods and enhance their overall performance. Offered both on-premises and in the cloud, it has gained the trust of thousands of businesses globally, allowing them to streamline and automate essential financial operations effectively. This robust software empowers companies to make informed decisions and drive strategic growth.