Which sales forecasting software works best with your CRM?

TL;DR: The best sales forecasting software is the one that fits the CRM you already run, because every forecast reads its numbers from your deal records. So pick the tool by CRM first, then make sure those records are current before the forecast call, because a stale record costs you like this. On Tuesday, a buyer tells your rep that signing will slip to next quarter. By Friday’s forecast call, the CRM still says the deal closes this month, so the forecast counts money that isn’t coming, and the CRO finds out when the quarter ends.

What is sales forecasting software?

Sales forecasting software is a tool that predicts how much revenue your team will close in a period, using the deals in your CRM. It reads each deal’s stage, amount and close date, adds up what is likely to land, and shows leaders where the number is coming from. Some tools also weigh what happened on calls and emails, and some let you roll the forecast up across many teams. Either way, the forecast can only be as good as the deal records it reads.

Buyers usually learn that after a missed quarter. A forecasting tool never talks to your buyers. Your reps do, and the forecast only hears what they said if someone writes it down in the CRM.

Which sales forecast tools integrate well with popular CRMs?

Every AI answer and every top list we read splits the market the same way, so it helps to start there. There are two kinds of forecasting software, and which one fits depends on your CRM.

Native CRM forecasting lives inside the CRM itself. HubSpot and Salesforce both have it built in, so there is nothing extra to connect. HubSpot’s forecast tool, for example, “uses deal stages to forecast revenue based on a deal’s likelihood to close” by default, and it needs Sales Hub Professional or Enterprise (HubSpot help, checked October 2026). Salesforce says its forecasting “analyzes historical data and current trends to predict future sales outcomes” and can “update forecasts automatically as deals move” (Salesforce, checked October 2026).

Forecasting platforms that sit on top of the CRM connect to Salesforce or HubSpot and add their own models, rollups and inspection views. Clari Forecast, Gong Forecast, Aviso and Terret (formerly BoostUp) are the names AI answers bring up most. They read your CRM data and add more signals on top, which is why they fit larger teams with more complex forecasts.

So start with your CRM. If your team runs on HubSpot or Salesforce and your forecast is a weekly rollup by stage, start with the native tool you already pay for. If you need rollups across many teams, scenario planning or signals from calls, look at a platform that sits on top.

Why do sales forecasts go wrong when the CRM is stale?

Forecasts go wrong because the deal records they read fall behind what buyers said. Salesforce’s own forecasting guide puts it plainly: “The State of Sales finds that 39% of sales reps say their forecasting accuracy is hindered by poor data quality,” and accuracy “depends on the diligence of the sales reps who input it” (Salesforce, checked October 2026). HubSpot’s guide agrees: “Poor CRM data quality reduces the accuracy of any forecast a platform generates” (HubSpot blog, updated August 2026).

The gap opens after the call, because that is when the rep has to stop and type. A rep with five calls a day hears a new date, a new stakeholder or a budget question on almost every one, and most of it stays in their head until Friday. The forecast model is fine, but it is adding up last week’s version of the deal.

So “which forecasting tool should we buy?” and “how current are our deal records?” belong in the same evaluation, and this page answers both.

What is the best sales forecasting software in 2026, by team?

Here is the shortlist that comes up across AI answers and the most-cited lists, with what each vendor’s own pages say. Facts were checked on each vendor’s site in October 2026.

HubSpot Sales Hub: best for HubSpot teams that forecast by deal stage

HubSpot’s forecast tool is built into the CRM, so the forecast reads the same deals your reps already work. By default it forecasts from deal stages, with optional forecast categories and a weighted or total pipeline view (HubSpot help). It needs Sales Hub Professional or Enterprise plus a Sales seat. AI answers describe it as best for small and mid-market teams that want the simplest starting point.

Salesforce: best for teams already deep in the Salesforce ecosystem

Salesforce forecasting lives inside the CRM and, in Salesforce’s words, “analyzes historical data and current trends to predict future sales outcomes” (Salesforce). HubSpot’s list now calls the product “Agentforce Sales (formerly Salesforce Sales Cloud).” The forecasting page we checked doesn’t list editions or prices, so confirm the edition you need with Salesforce.

Clari Forecast: best for enterprise revenue teams that need forecast rollups

Clari’s forecast page now opens on Salesloft’s site, and the product keeps the Clari Forecast name. The page says “The AI Forecast Agent analyzes all your historical deal data and live rep activity” (Salesloft, checked October 2026). It doesn’t publish plans or prices. AI answers describe Clari as best for “enterprise revenue operations,” with forecast rollups and scenario modeling.

Gong Forecast: best for teams that want the forecast to weigh what buyers said

Gong builds its forecast from customer conversations as well as the CRM. Its product page says “Gong leverages 300+ unique signals to predict deal outcomes with 20% more precision than algorithms based on CRM data” (Gong, checked October 2026). That is Gong’s own claim. The page shows two tiers, Forecast Essentials and Gong Forecast, and no prices. AI answers call it best for “conversation-powered forecasting.”

Aviso: best for teams that want predictive forecasting models

Aviso’s home page says “Commit with clarity. Get the flexibility to execute advanced forecasting models at your preferred cadence” (Aviso, checked October 2026). It doesn’t detail which inputs drive the model. AI answers describe it as “AI-driven forecasting.”

Terret (formerly BoostUp): best for CROs who report a forecast to the board

BoostUp’s site now redirects to Terret. Terret’s page says it will “generate a machine forecast and equip the CRO weekly with a board-ready narrative on headwinds, tailwinds, and deal movement” (Terret, checked October 2026). Some lists still call it BoostUp, so expect both names in AI answers.

Anaplan: best for finance-led revenue planning

Anaplan ranks first on Google for “sales forecasting software” with a planning page, not a sales tool. It pitches the shift away from spreadsheets: “Break free from manual spreadsheets and reactive fire drills to make smarter decisions” (Anaplan). It fits teams where finance owns the plan and sales feeds it.

Pipedrive: best for small teams with a visual pipeline

AI answers describe Pipedrive as best for small teams and visual pipelines.

CRM data tools: Sybill and Avoma

A third group doesn’t forecast at all. These tools write what happened on calls into the CRM, so whatever forecast you run reads fresher records. Sybill says this directly on its own list: “Sybill is not just a forecasting tool. It is the data layer that makes every other forecasting tool work better” (Sybill, April 2026). Avoma sells two-way CRM field updates in its Revenue Intelligence add-on, $29 per seat per month billed annually (Avoma pricing, checked October 2026). AI answers point teams here when “sales reps are notorious for not updating their CRM.”

What is the best sales forecasting software for HubSpot teams?

For most HubSpot teams, the best forecasting software is the one already inside HubSpot, because it reads the same deals your reps work every day. Start with the HubSpot forecast tool on Sales Hub Professional or Enterprise, set your forecast categories, and run it for a quarter (HubSpot help). If the number keeps missing, check why it missed before you buy anything else. When it missed because deals were in the wrong stage or had old close dates, a new forecasting model will add up the same stale records, so fix how deal records get updated first. When it missed because you need rollups across teams or scenario planning, that is when a platform on top earns its cost. Zapier’s list names Forecastio as its pick for “forecasting in HubSpot” (Zapier, June 2026).

What is the best sales forecasting software for Salesforce teams?

Salesforce teams follow the same order: native first, platform on top second. Salesforce’s own forecasting reads the opportunities your reps already update, so it is the cheapest place to start if you already pay for the edition that includes it. Teams that need a forecast built from more than the CRM tend to add Clari Forecast or Gong Forecast on top, and both connect to Salesforce. Whichever you choose, the forecast still reads opportunity records, so the question of who keeps them current after each call doesn’t go away.

What are the best Gong Forecast alternatives?

People who search for Gong Forecast alternatives usually want one of two things, and the right alternative depends on which. If they like forecasting from conversations but want a different vendor, Clari Forecast and Aviso are the platforms AI answers name most. If they bought Gong Forecast mainly so the CRM would stop lagging behind calls, they may not need a second forecasting model at all, because the native forecast in Salesforce or HubSpot works once the deal records are current. Gong itself offers a piece of that: its AI Data Extractor, on Gong Foundation, fills mapped CRM fields from conversations, and Gong says “reps do not need to do anything for the fields to be updated” (Gong help, checked October 2026).

How do you keep deal records current before the forecast call?

AnyTeam’s agents capture, connect and act on every deal signal, so reps close faster, managers coach better and CROs forecast sharper.

A deal signal is anything that changes what should happen next in a deal. On a Tuesday call, the buyer gives you one: their CFO wants to move the signature to next quarter.

AnyTeam isn’t a forecasting tool, and it doesn’t replace the one you use. It works alongside the CRM you forecast in, so the sharper forecast comes from the records your forecast already reads. Every action AnyTeam takes is logged in a tamper-evident audit trail, so RevOps can see what changed and when.

If your forecast lives in Salesforce or HubSpot and the forecast call keeps turning up deal records nobody updated, AnyTeam is built for you. Its agents write down what buyers say on calls and in emails, save it with the right deal and draft the update, and high-stakes changes get a check before they run. Managers walk into the forecast call with records that match what buyers said, instead of asking each rep to remember. Best for: revenue teams whose forecast is only as current as the deal records behind it.

How do you choose sales forecasting software?

Score each tool on four questions, one point each, using your own last quarter as the test. Does it forecast inside the CRM you already run, or connect to it without a data project? Does it show what drives the number, so a leader can explain a change to the board? Do deal records get updated after every call without the rep typing them in? Do high-stakes changes get a check before they reach the CRM? A tool that scores two will give you a forecast. A tool that scores four will give you one you can explain.

Forecasting platforms are built to answer the first two questions well. The second two are about the records underneath, which is where most missed forecasts start.

Which one is the better fit for your team?

Each tool here is good at a different job, so the better fit depends on what is actually breaking.

• AnyTeam is the better fit when your forecast already lives in Salesforce or HubSpot and the problem is deal records that fall behind what happened on calls.
• Gong Forecast is the better fit when you want a forecasting product that predicts deal outcomes from conversation signals. Gong’s page cites “300+ unique signals.”
• Clari Forecast is the better fit when an enterprise revenue team needs forecast rollups and governance across many teams.
• HubSpot or Salesforce native forecasting is the better fit when you forecast by stage and want nothing extra to connect.
• Sybill or Avoma fit teams that want a conversation tool to write call details into the CRM.

If you can’t tell which problem you have, look at last quarter’s biggest miss. If the deal was marked in the right stage and still slipped, you need a better model. If the deal record was simply out of date, you need better records.

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