# Best Sales Planning Software for Small Business *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Products classified in the overall Sales Planning category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Sales Planning to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Sales Planning category. In addition to qualifying for inclusion in the Sales Planning Software category, to qualify for inclusion in the Small Business Sales Planning Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Category Overview **Total Products under this Category:** 41 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 33,900+ Authentic Reviews - 41+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Best Sales Planning Software At A Glance - **Best for Small Businesses:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Best for Mid-Market:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Best for Enterprise:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest User Satisfaction:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ## Top-Rated Products (Ranked by G2 Score) ### 1. [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) Accelerate revenue from pipeline to paycheck with Salesforce Sales Cloud - your complete growth platform that brings together the power of humans with agents at every step of the sales cycle. Boost productivity with automation and drive revenue with an integrated growth platform. The future of sales is here, and with Agentforce, we’re helping teams unlock their full potential - making them limitless. Build Pipeline Faster with AI Agents: Sales Agents Sales AI Sales Engagement Sales Programs Buyer Engagement Accelerate Productivity with Automation: Sales Data Sales Analytics Sales Team Productivity Revenue Intelligence Drive Revenue on an Integrated Platform: Revenue Lifecycle Management and CPQ Sales Performance Management Partner Relationship Management **Average Rating:** 4.4/5.0 **Total Reviews:** 24,493 **User Satisfaction Scores:** - **Quality of Support:** 8.1/10 (Category avg: 8.9/10) - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10) - **Ease of Use:** 8.2/10 (Category avg: 8.8/10) - **Ease of Admin:** 7.9/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce) - **Company Website:** https://www.salesforce.com/ - **Year Founded:** 1999 - **HQ Location:** San Francisco, CA - **Twitter:** @salesforce (581,281 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 34% Enterprise #### Pros & Cons **Pros:** - Ease of Use (3658 reviews) - Features (3167 reviews) - Lead Management (2051 reviews) - Customization (1641 reviews) - Customizability (1620 reviews) **Cons:** - Learning Curve (1831 reviews) - Limitations (1412 reviews) - Missing Features (1147 reviews) - Limited Features (1126 reviews) - Expensive (1109 reviews) ### 2. [Anaplan](https://www.g2.com/products/anaplan/reviews) Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. **Average Rating:** 4.6/5.0 **Total Reviews:** 392 **User Satisfaction Scores:** - **Quality of Support:** 8.1/10 (Category avg: 8.9/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Ease of Use:** 8.7/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.4/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** https://www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan (21,810 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anaplan/ (2,737 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 51% Enterprise, 34% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (100 reviews) - Flexibility (90 reviews) - Features (87 reviews) - Efficiency (63 reviews) - Planning (59 reviews) **Cons:** - Limitations (44 reviews) - Missing Features (39 reviews) - Learning Curve (33 reviews) - Performance Issues (30 reviews) - Lack of Features (29 reviews) ### 3. [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) Planning and incentives in sync—finally. CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace—built for agility, alignment, and scale. Purpose-built for modern revenue teams, CaptivateIQ bridges the gap between incentive compensation management and sales planning, so strategy, execution, and measurement operate in perfect harmony. Legacy SPM solutions and spreadsheets weren’t designed for dynamic go-to-market organizations. CaptivateIQ replaces slow, error-prone, siloed processes with a unified platform that seamlessly connects your sales planning, incentive management, and performance tracking. Revenue leaders benefit from one shared source of truth from capacity planning to payout, aligning incentives with strategic goals to drive behaviors that move the business forward. Your plans, your way: plan for anything, pivot anytime. With SmartGrid™—our proprietary, no-code modeling engine—teams build, test, and iterate their go-to-market strategies at the speed of business. Model even the most complex plans with logic-based workflows, evaluate what-if scenarios in real time, and make adjustments as needs change. Admins and analysts gain full ownership with a familiar, spreadsheet-like interface that reduces errors and rework, backed by SmartGrid™ for robust data integration—without technical bottlenecks or external consultants Full ownership, no limits. End-to-end collaboration is at your fingertips with built-in approvals, commentary, and workflows, streamlining the hand-off from plan design through execution and measurement. Sales teams enjoy instant, accurate visibility into their earnings, on-demand statements, and an interactive commission estimator, empowering them to focus on high-value activities and adapt with confidence. CaptivateIQ empowers every function—RevOps, Finance, Sales, and more—to adjust plans, incentivize performance, and deliver on revenue growth targets, all within a flexible environment that adapts as quickly as business does. From enterprise-grade controls to in-depth reporting and dashboards, revenue teams monitor, measure, and optimize at every step to maximize success. Trusted by over 800 leading companies—including Boston Scientific, Datadog, and 6sense—CaptivateIQ sets a new standard for sales performance management. We are proud to be a category leader on G2, backed by thousands of enthusiastic customer reviews. When change is the only constant, CaptivateIQ gives revenue teams agility, clarity, and control—ensuring your planning and incentives finally work together, so you can grow stronger no matter what comes next. **Average Rating:** 4.7/5.0 **Total Reviews:** 3,393 **User Satisfaction Scores:** - **Quality of Support:** 9.5/10 (Category avg: 8.9/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Ease of Use:** 9.4/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.7/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [CaptivateIQ](https://www.g2.com/sellers/captivateiq) - **Company Website:** https://www.captivateiq.com/ - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @CaptivateIq (606 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18516995/ (261 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 68% Mid-Market, 26% Enterprise #### Pros & Cons **Pros:** - Ease of Use (519 reviews) - Simple (238 reviews) - Helpful (217 reviews) - Accuracy (188 reviews) - Intuitive (188 reviews) **Cons:** - Learning Curve (80 reviews) - Missing Features (55 reviews) - Reporting Issues (46 reviews) - Difficult Learning (43 reviews) - Slow Loading (43 reviews) ### 4. [Vena](https://www.g2.com/products/vena/reviews) Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more. **Average Rating:** 4.5/5.0 **Total Reviews:** 368 **User Satisfaction Scores:** - **Quality of Support:** 9.0/10 (Category avg: 8.9/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Ease of Use:** 8.6/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.5/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Company Website:** https://www.venasolutions.com - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions (1,355 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (687 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Senior Financial Analyst, Account Manager - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 62% Mid-Market, 21% Enterprise #### Pros & Cons **Pros:** - Ease of Use (113 reviews) - Excel Integration (60 reviews) - Features (52 reviews) - User Interface (50 reviews) - Reporting (49 reviews) **Cons:** - Learning Difficulty (29 reviews) - Learning Curve (27 reviews) - Steep Learning Curve (25 reviews) - Difficult Learning (18 reviews) - Setup Difficulty (18 reviews) ### 5. [Forecastio](https://www.g2.com/products/forecastio/reviews) Forecastio is designed to help sales leaders achieve or surpass their sales quotas by: - Leveraging advanced sales planning to set reasonable quotas based on historical and current team performance. - Properly managing sales capacity to ensure optimal resource allocation. - Accessing accurate sales forecasts to swiftly react to any threats to achieving sales goals. - Receiving real-time sales performance insights that not only highlight problems but also provide actionable recommendations to increase win rates, shorten the sales cycle, and improve overall performance. **Average Rating:** 4.5/5.0 **Total Reviews:** 24 **User Satisfaction Scores:** - **Quality of Support:** 8.9/10 (Category avg: 8.9/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Ease of Use:** 8.8/10 (Category avg: 8.8/10) - **Ease of Admin:** 9.4/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Forecastio](https://www.g2.com/sellers/forecastio) - **Year Founded:** 2023 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/forecastio (5 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software - **Company Size:** 46% Small-Business, 38% Mid-Market #### Pros & Cons **Pros:** - Time-saving (9 reviews) - Analytics (8 reviews) - Forecasting (8 reviews) - Simple (6 reviews) - Visibility (6 reviews) **Cons:** - Complexity (3 reviews) - Steep Learning Curve (3 reviews) - Forecasting Issues (2 reviews) - Integration Issues (2 reviews) - Learning Curve (2 reviews) ### 6. [Fullcast](https://www.g2.com/products/fullcast-inc-fullcast/reviews) Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation. **Average Rating:** 4.6/5.0 **Total Reviews:** 446 **User Satisfaction Scores:** - **Quality of Support:** 9.0/10 (Category avg: 8.9/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Ease of Use:** 8.9/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.6/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Fullcast, Inc.](https://www.g2.com/sellers/fullcast-inc) - **Year Founded:** 2017 - **HQ Location:** Salt Lake City, UT - **LinkedIn® Page:** https://www.linkedin.com/company/fullcast-ai/ (407 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 62% Small-Business, 31% Mid-Market #### Pros & Cons **Pros:** - Helpful (21 reviews) - Ease of Use (18 reviews) - Insights (17 reviews) - Customer Support (11 reviews) - Intuitive (11 reviews) **Cons:** - Learning Curve (8 reviews) - Data Management Issues (6 reviews) - Limited Customization (6 reviews) - Salesforce Integration (6 reviews) - Limitations (5 reviews) ### 7. [Varicent](https://www.g2.com/products/varicent-varicent/reviews) Siloed teams, processes, and data are costing you. Revenue and operations leaders realize the journey from corporate targets to strategy build and execution is more critical - and more complex - than ever before. The pace of change has increased, market conditions weigh heavily, and sellers’ needs have evolved. Many sales leaders lack the confidence and tools to determine the best strategies to manage sales performance and create a clear and effective path to revenue. Although most would agree that sales go-to-market planning is vital, only 40% of revenue leaders feel their efforts are effective. Connect the Path to Revenue, Create a Reliable Revenue Engine Leaders are connecting teams and tools for smarter, integrated revenue planning that drives sustainable growth. Varcient's suite of solutions supports a company’s entire revenue journey, from results-driven planning and predictability to growth. From quotas and territories to sales and compensation, Varicent enables companies to drive high revenue performance by providing vital data, insights, and tools through our purpose-built sales performance management (SPM) solutions. **Average Rating:** 4.5/5.0 **Total Reviews:** 585 **User Satisfaction Scores:** - **Quality of Support:** 8.8/10 (Category avg: 8.9/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Ease of Use:** 8.4/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.2/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Varicent](https://www.g2.com/sellers/varicent) - **Company Website:** https://varicent.com - **Year Founded:** 2003 - **HQ Location:** Toronto, Ontario - **Twitter:** @ThisIsVaricent (147 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/50650/ (653 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Software Engineer, Business Systems Analyst - **Top Industries:** Financial Services, Banking - **Company Size:** 68% Enterprise, 24% Mid-Market #### Pros & Cons **Pros:** - Flexibility (31 reviews) - Customer Support (24 reviews) - Ease of Use (24 reviews) - Reporting (18 reviews) - Customizability (17 reviews) **Cons:** - Complexity (17 reviews) - Implementation Difficulty (15 reviews) - Slow Performance (15 reviews) - Slow Loading (13 reviews) - Setup Difficulty (11 reviews) ### 8. [Xactly](https://www.g2.com/products/xactly/reviews) Xactly provides the only AI-powered platform that combines revenue intelligence and sales performance management so organizations can unlock their full revenue potential. Backed by two decades of pay and performance data, Xactly’s Intelligent Revenue Platform is designed for finance, revenue, compensation, and sales leaders who want to drive quality, sustainable revenue. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,036 **User Satisfaction Scores:** - **Quality of Support:** 8.3/10 (Category avg: 8.9/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Ease of Use:** 8.1/10 (Category avg: 8.8/10) - **Ease of Admin:** 7.8/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [Xactly](https://www.g2.com/sellers/xactly) - **Company Website:** https://www.xactlycorp.com - **Year Founded:** 2005 - **HQ Location:** San Jose, CA - **Twitter:** @Xactly (21,114 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/22530/ (889 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Account Executive, Account Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Enterprise, 37% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (75 reviews) - Compensation Management (36 reviews) - Detailed Breakdown (30 reviews) - Simple (30 reviews) - Accuracy (29 reviews) **Cons:** - Slow Loading (34 reviews) - Not Intuitive (29 reviews) - Poor Interface Design (22 reviews) - Not User-Friendly (21 reviews) - Insufficient Detail (18 reviews) ## Parent Category [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## Related Categories - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)