Best Sales Planning Software

Sales teams need the right tools to stay organized, track performance, and hit their targets. Sales planning software helps with forecasting, pipeline management, and strategy execution—all in one place.

With so many options, it’s important to find software that fits your team’s needs. Some platforms focus on automation, while others provide AI-driven insights or advanced analytics.

This guide covers the best sales planning software, breaking down key features, benefits, and how each tool can improve sales performance. Let’s have a look at the best planning software!

Sales planning software helps businesses create, manage, and optimize their sales strategies. It provides tools for forecasting revenue, setting quotas, tracking performance, and aligning teams toward sales goals.

• Forecast revenue with data-driven insights
• Set and adjust sales quotas based on real-time performance
• Track team performance to ensure goals are met
• Automate data analysis to reduce manual work
• Optimize resource allocation for maximum impact
• Gain real-time insights to adapt sales strategies quickly

Instead of relying on spreadsheets and guesswork, sales planning software automates data analysis and offers real-time insights. This allows sales teams to adjust their approach, allocate resources effectively, and improve overall efficiency.

Most platforms include features like CRM integration, pipeline management, territory planning, and performance tracking. Whether you're a small business or a large enterprise, the right sales planning software can streamline operations and drive better results.

• Headquarters: San Francisco, California, USA.
• Founded in: 2020.
• Mobile compatibility: iOS and Android devices.
• Platform type: Cloud-based sales and go-to-market planning platform.

TigerEye is an AI-driven sales planning and revenue management platform designed to help businesses make smarter go-to-market decisions. It creates a dynamic model of how a company operates, giving leaders the insights they need to allocate resources effectively, identify growth opportunities, and adjust strategies when needed.

• Mid-sized to large companies (50–2,500 employees)
• Businesses in North America and Europe
• Software industry professionals in marketing, sales, and revenue operations

• Scenario planning – Model different business strategies to see potential outcomes.
• Segment & territory design – Organize sales teams based on market opportunities.
• Sales pipeline analytics – Gain deep insights into deal progress and revenue forecasts.
• Time Warp for CRM – Analyze historical data to understand trends and optimize future sales strategies.

TigerEye helps sales and marketing leaders stay ahead by making data-driven decisions that align with real business needs.

• Headquarters: Raleigh, North Carolina, USA.
• Founded in: 2022.
• Platform type: Cloud-based software platform

Revcast helps companies not just meet their revenue goals—but exceed them. It provides a powerful framework for best-practice planning, combined with real-time insights into full pipeline capacity. With this approach, businesses can spot risks early, seize new opportunities, and drive efficient growth.

By offering clear visibility into revenue performance and capacity, Revcast enables teams to plan smarter and execute with confidence. Whether it’s weekly forecasting or long-term revenue planning, Revcast turns data into actionable insights.

• Sales Leadership & Chief Revenue Officers: Build smarter plans and align with Finance.
• Revenue Operations: Spend less time on data work and more on strategy.
• Finance Leaders & Analysts: Get accurate projections and track growth efficiency.
• Marketing, HR, & C-Suite: Align hiring and marketing with revenue goals.

• Track and quantify performance against revenue plans: Stay on top of your revenue goals with clear, measurable data. Revcast gives you a detailed view of progress, helping you adjust strategies as needed.
• Enhance weekly forecasting with real-time data: Make better decisions with up-to-date insights on your pipeline. Revcast’s forecasting tools let you spot changes early and respond quickly.
• Mitigate risks and capture opportunities sooner: Identify potential issues before they impact your revenue. Revcast highlights growth opportunities so you can act fast and stay ahead.
• Monitor GTM capacity and its impact on revenue: Understand how your go-to-market efforts directly affect your bottom line. Revcast provides visibility into team capacity and resource allocation.
• Simplify planning for annual and strategic goals: Build revenue plans with confidence and clarity. Revcast’s planning tools make long-term strategy easier by aligning teams and setting clear objectives.

• Headquarters: San Mateo, California, USA.
• Founded in: 2013.
• Platform type: Cloud-based data automation platform

Openprise is a no-code, full-stack data automation platform designed to keep your revenue operations running smoothly. It helps align sales, marketing, and RevOps by breaking down silos and simplifying complex processes.

With powerful data quality tools, Openprise ensures your data stays clean, enriched, and unified across systems. By automating manual tasks, it lets teams focus on strategy and growth. Plus, its 300+ pre-built integrations make connecting your tech stack easy and efficient.

• Mid-to-large B2B companies: 300–10,000+ employees
• Sales Ops, Marketing Ops, and RevOps leaders: Streamline and align operations
• Business IT and Demand Generation teams: Automate and scale processes
• Customer Success and SDR Operations: Manage data quality with ease

• Advanced data quality management: Clean, standardize, and deduplicate data automatically for accurate insights.
• Data unification across platforms: Sync CRM, MAP, CDP, and EDW systems seamlessly for a single source of truth.
• Automated enrichment and segmentation: Enhance contact, lead, and account data with multi-vendor enrichment.
• Comprehensive governance and compliance: Maintain data integrity and security across all operations.
• Flexible integrations and data pipelines: Connect your GTM systems with 300+ pre-built integrations for efficient data flow.

• Headquarters: 1154 Sonora Court, Sunnyvale, California, USA.
• Founded in: 2012
• Mobile compatibility: Available for iOS and Android
• Platform type: Cloud-based Revenue Collaboration & Governance platform.

Clari is an AI-powered revenue platform that helps businesses manage sales workflows and improve CRM data accuracy. It uses automation and predictive insights to align activity data with accounts and opportunities. With real-time visibility into sales pipeline, customer engagement, and revenue performance, Clari makes forecasting more precise. Companies rely on Clari to control their pipeline, audit deals, and reduce churn. It’s a powerful tool for creating more connected, efficient, and predictable revenue operations.

• Mid-to-large B2B companies: 500+ employees
• Technology, SaaS, and software industries: Streamline revenue operations
• Sales and marketing leaders: CROs, VPs of Sales, and Sales Managers
• Executive teams: CEOs and revenue-focused decision-makers

• AI-powered analytics: Analyzes thousands of data points to deliver clear, actionable insights and help teams make smarter decisions.
• Pipeline management: Tracks deal progress and provides real-time visibility into potential risks and opportunities.
• Advanced revenue forecasting: Uses predictive analytics to forecast revenue with greater accuracy and confidence.
• Customer engagement tracking: Monitors client interactions and sentiment to strengthen relationships and reduce churn.
• Seamless CRM integration: Syncs easily with tools like Salesforce, ensuring consistent and up-to-date data.
• Collaboration tools: Aligns sales, marketing, and revenue teams for better communication and strategy execution.

• Headquarters: New York City, New York, USA.
• Founded in: 2010, in Tallinn, Estonia.
• Mobile compatibility: iOS and Android devices
• Platform type: cloud-based Customer Relationship Management (CRM) platform

Pipedrive is a sales-focused CRM designed to help businesses manage their sales processes with ease. Its visual interface lets teams track pipelines, manage leads, and close deals faster.

Automation tools reduce repetitive tasks, while data analytics offer valuable sales insights. With seamless third-party integrations, Pipedrive adapts to different business needs. Trusted by over 100,000 companies worldwide, it’s a go-to solution for efficient sales management.

• Sales managers
• Business development managers
• Revenue operations teams
• Companies with 50-10,000 employees

• Pipeline management: Organize and visualize sales processes with a clear, kanban-style dashboard. Track deal progress and prioritize tasks efficiently.
• AI sales assistant: Get smart suggestions, predict deal outcomes, and receive daily performance insights. Stay on top of your sales game with data-backed recommendations.
• Automation: Save time by automating lead assignments, follow-ups, and other routine tasks. Focus on closing deals instead of managing admin work.
• Email integration: Sync multiple email accounts, use customizable templates, and track interactions seamlessly. Keep all communications in one place.
• Meeting scheduler: Simplify appointment booking by sharing your availability with clients. Avoid back-and-forth emails and schedule meetings faster.
• Data analytics and reporting: Access real-time analytics and detailed reports to monitor sales performance. Make informed decisions with visualized sales metrics.

• Headquarters: San Francisco, USA.
• Founded in: 2017
• Platform type: Cloud-based sales commission and incentive compensation management platform

CaptivateIQ simplifies sales commission management with a no-code platform that automates complex calculations and reporting. Its SmartGrid™ calculation engine delivers real-time accuracy, reducing errors and saving time.

The platform connects seamlessly with CRMs, ERPs, and HRIS systems, offering full visibility into commission data. Both administrators and sales teams benefit from instant insights and transparent reporting. With customizable dashboards and automated workflows, CaptivateIQ keeps sales performance clear and efficient.

• Mid-to-large businesses (250-10,000+ employees)
• Industries like software, tech, finance, healthcare, and retail
• Sales operations, revenue operations, and sales leaders

• SmartGrid™ Calculation Engine: Delivers fast, real-time commission calculations, reducing manual errors and speeding up processes.
• No-Code Interface: Allows users to easily create and manage commission plans without any coding knowledge.
• Real-Time Reporting: Offers immediate visibility into sales performance and earnings, keeping teams informed and motivated.
• Integration Capabilities: Seamlessly connects with CRM, ERP, and HRIS systems for smooth data flow and accuracy.
• Customizable Dashboards: Provides clear data visualization, making it easy to track and analyze commissions.
• Automated Workflows: Streamlines approval processes with automatic notifications and pre-set templates.

The right sales planning software can make all the difference in streamlining processes, improving forecasting, and driving better business decisions. Whether you need AI-powered insights, detailed analytics, or seamless collaboration tools, there’s a platform that fits your needs.

Explore your options, compare features, and choose the solution that aligns with your team’s goals. Ready to take your sales strategy to the next level? Start evaluating your ideal software today!