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Top Free Sales Planning Software

Check out our list of free Sales Planning Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Sales Planning Software to ensure you get the right product.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
7 Sales Planning Products Available
(23,222)4.4 out of 5
Optimized for quick response
1st Easiest To Use in Sales Planning software
View top Consulting Services for Salesforce Sales Cloud
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Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Salesforce Sales Cloud is the complete platform for Salesblazers, our community of sellers, sales leaders, and sales operations professionals, to grow sales and increase productivity. With the #1 AI C

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 34% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Salesforce Sales Cloud is a suite of tools designed to manage and track sales leads, automate tasks, provide insights, and facilitate mobile work and organization.
    • Users frequently mention the platform's ability to centralize customer and lead information, its robust reporting tools, customizable dashboards, efficient lead management, and the ability to automate routine tasks, all of which help nurture relationships more effectively and streamline the sales process.
    • Users experienced issues with the platform's cost, particularly for smaller businesses, its complex and time-consuming initial setup and customization, slow data processing times, and the complexity of some features, such as the reporting tools, which can be difficult to navigate without proper training.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Salesforce Sales Cloud features and usability ratings that predict user satisfaction
    8.1
    Quality of Support
    Average: 9.1
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Ease of Use
    Average: 8.8
    7.9
    Ease of Admin
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, CA
    Twitter
    @salesforce
    584,242 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78,543 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Salesforce Sales Cloud is the complete platform for Salesblazers, our community of sellers, sales leaders, and sales operations professionals, to grow sales and increase productivity. With the #1 AI C

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 34% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Salesforce Sales Cloud is a suite of tools designed to manage and track sales leads, automate tasks, provide insights, and facilitate mobile work and organization.
  • Users frequently mention the platform's ability to centralize customer and lead information, its robust reporting tools, customizable dashboards, efficient lead management, and the ability to automate routine tasks, all of which help nurture relationships more effectively and streamline the sales process.
  • Users experienced issues with the platform's cost, particularly for smaller businesses, its complex and time-consuming initial setup and customization, slow data processing times, and the complexity of some features, such as the reporting tools, which can be difficult to navigate without proper training.
Salesforce Sales Cloud features and usability ratings that predict user satisfaction
8.1
Quality of Support
Average: 9.1
8.3
Has the product been a good partner in doing business?
Average: 9.2
8.1
Ease of Use
Average: 8.8
7.9
Ease of Admin
Average: 9.0
Seller Details
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,242 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
(273)4.3 out of 5
Optimized for quick response
9th Easiest To Use in Sales Planning software
View top Consulting Services for Workday Adaptive Planning
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 31% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.1
    Quality of Support
    Average: 9.1
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Ease of Use
    Average: 8.8
    8.0
    Ease of Admin
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • MC
    It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. Read review
    Verified User in Accounting
    AA
    A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,296 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,580 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 31% Enterprise
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.1
Quality of Support
Average: 9.1
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.1
Ease of Use
Average: 8.8
8.0
Ease of Admin
Average: 9.0
MC
It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. Read review
Verified User in Accounting
AA
A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,... Read review
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,296 Twitter followers
LinkedIn® Page
www.linkedin.com
23,580 employees on LinkedIn®

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(41)4.3 out of 5
8th Easiest To Use in Sales Planning software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Experience the impact of the AI-enabled, no-code platform for capacity planning, territory and quota management, routing, performance-to-plan tracking, and more! Fullcast empowers Go-to-Market Team

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 41% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fullcast features and usability ratings that predict user satisfaction
    9.5
    Quality of Support
    Average: 9.1
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.0
    Ease of Use
    Average: 8.8
    7.3
    Ease of Admin
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • AM
    Simple integration to marketo/salesforce and excellent support from Bryan Goodson and team. We use it for assigning leads to SDR's post marketing... Read review
    RR
    Fullcast.io is its ability to provide a comprehensive, all-in-one solution for Go-to-Market (GTM) planning and sales operations management. By... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Fullcast
    Year Founded
    2017
    HQ Location
    Redmond, Washington
    LinkedIn® Page
    www.linkedin.com
    117 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Experience the impact of the AI-enabled, no-code platform for capacity planning, territory and quota management, routing, performance-to-plan tracking, and more! Fullcast empowers Go-to-Market Team

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 41% Enterprise
Fullcast features and usability ratings that predict user satisfaction
9.5
Quality of Support
Average: 9.1
9.5
Has the product been a good partner in doing business?
Average: 9.2
7.0
Ease of Use
Average: 8.8
7.3
Ease of Admin
Average: 9.0
AM
Simple integration to marketo/salesforce and excellent support from Bryan Goodson and team. We use it for assigning leads to SDR's post marketing... Read review
RR
Fullcast.io is its ability to provide a comprehensive, all-in-one solution for Go-to-Market (GTM) planning and sales operations management. By... Read review
Seller Details
Seller
Fullcast
Year Founded
2017
HQ Location
Redmond, Washington
LinkedIn® Page
www.linkedin.com
117 employees on LinkedIn®
(181)4.4 out of 5
Optimized for quick response
5th Easiest To Use in Sales Planning software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 50% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customization options for workflows, dashboards, and reports.
    • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
    • Users mentioned that the method of expanding from summary to detailed in the reports is clunky, the program is not always user-friendly, and it requires a stable internet connection for optimal functionality.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jedox features and usability ratings that predict user satisfaction
    8.7
    Quality of Support
    Average: 9.1
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Ease of Use
    Average: 8.8
    7.8
    Ease of Admin
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,717 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    382 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 50% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customization options for workflows, dashboards, and reports.
  • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
  • Users mentioned that the method of expanding from summary to detailed in the reports is clunky, the program is not always user-friendly, and it requires a stable internet connection for optimal functionality.
Jedox features and usability ratings that predict user satisfaction
8.7
Quality of Support
Average: 9.1
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.1
Ease of Use
Average: 8.8
7.8
Ease of Admin
Average: 9.0
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,717 Twitter followers
LinkedIn® Page
www.linkedin.com
382 employees on LinkedIn®
(192)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Hospital & Health Care
    Market Segment
    • 58% Mid-Market
    • 37% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix is a software that allows for quick variance analysis, multiple budget scenarios, and setting up company structure for automated consolidation process.
    • Reviewers appreciate the software's robustness, flexibility, and its ability to manage large data sets, create and customize reports, and its intuitive nature for financial planning and reporting.
    • Users mentioned difficulties in integrating with ERP, processing assumptions for forecast or budgeted balance sheets, navigating the system for infrequent users, and occasional glitches with large data sets.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Prophix Software features and usability ratings that predict user satisfaction
    8.9
    Quality of Support
    Average: 9.1
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Ease of Use
    Average: 8.8
    8.5
    Ease of Admin
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    2,008 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    499 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Hospital & Health Care
Market Segment
  • 58% Mid-Market
  • 37% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix is a software that allows for quick variance analysis, multiple budget scenarios, and setting up company structure for automated consolidation process.
  • Reviewers appreciate the software's robustness, flexibility, and its ability to manage large data sets, create and customize reports, and its intuitive nature for financial planning and reporting.
  • Users mentioned difficulties in integrating with ERP, processing assumptions for forecast or budgeted balance sheets, navigating the system for infrequent users, and occasional glitches with large data sets.
Prophix Software features and usability ratings that predict user satisfaction
8.9
Quality of Support
Average: 9.1
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.4
Ease of Use
Average: 8.8
8.5
Ease of Admin
Average: 9.0
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
2,008 Twitter followers
LinkedIn® Page
www.linkedin.com
499 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    At Gradient Works, we provide dynamic book management software for B2B revenue teams. Dynamic book management is a new approach to sales territory design that dynamically allocates accounts to reps ba

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 55% Mid-Market
    • 18% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Gradient Works features and usability ratings that predict user satisfaction
    10.0
    Quality of Support
    Average: 9.1
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Ease of Use
    Average: 8.8
    9.3
    Ease of Admin
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Stephen L.
    SL
    - Easy to implement - The support and implemtation team is amazing - The price is great - The use cases are endless - Gradient works team... Read review
    John S.
    JS
    Provides the team with more even distribution and being able to attain quotas; Enables "focus" to be on appropriate accounts; Eases the Scaling... Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    Austin, US
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

At Gradient Works, we provide dynamic book management software for B2B revenue teams. Dynamic book management is a new approach to sales territory design that dynamically allocates accounts to reps ba

Users
No information available
Industries
  • Computer Software
Market Segment
  • 55% Mid-Market
  • 18% Enterprise
Gradient Works features and usability ratings that predict user satisfaction
10.0
Quality of Support
Average: 9.1
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.3
Ease of Use
Average: 8.8
9.3
Ease of Admin
Average: 9.0
Stephen L.
SL
- Easy to implement - The support and implemtation team is amazing - The price is great - The use cases are endless - Gradient works team... Read review
John S.
JS
Provides the team with more even distribution and being able to attain quotas; Enables "focus" to be on appropriate accounts; Eases the Scaling... Read review
Seller Details
Year Founded
2020
HQ Location
Austin, US
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
(10)4.5 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by

    Users
    No information available
    Industries
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 30% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Kepion features and usability ratings that predict user satisfaction
    9.8
    Quality of Support
    Average: 9.1
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    7.4
    Ease of Use
    Average: 8.8
    10.0
    Ease of Admin
    Average: 9.0
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • SS
    Completely open framework, can create models as easy or complicated as you like. Utilizes the microsoft stack very well with MS SQL and SSAS... Read review
    Verified User in Airlines/Aviation
    UA
    I like the fact this software streamlines proforma reporting and removes the errors one can make when doing manual reporting via excel and SQL. Read review
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Kepion
    Year Founded
    2009
    HQ Location
    Seattle, US
    Twitter
    @kepion
    176 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by

Users
No information available
Industries
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 30% Small-Business
Kepion features and usability ratings that predict user satisfaction
9.8
Quality of Support
Average: 9.1
10.0
Has the product been a good partner in doing business?
Average: 9.2
7.4
Ease of Use
Average: 8.8
10.0
Ease of Admin
Average: 9.0
SS
Completely open framework, can create models as easy or complicated as you like. Utilizes the microsoft stack very well with MS SQL and SSAS... Read review
Verified User in Airlines/Aviation
UA
I like the fact this software streamlines proforma reporting and removes the errors one can make when doing manual reporting via excel and SQL. Read review
Seller Details
Seller
Kepion
Year Founded
2009
HQ Location
Seattle, US
Twitter
@kepion
176 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®