# 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](https://www.g2.com/categories/sales-planning) to ensure you get the right product.

## View Free Sales Planning Software

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](https://research.g2.com/g2-scoring-methodologies).

**11** Sales Planning Products Available
View all [Sales Planning Software](https://www.g2.com/categories/sales-planning)

View all [Sales Planning Software](https://www.g2.com/categories/sales-planning)

### [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

[By Salesforce](https://www.g2.com/sellers/salesforce)

[

(25,832)4.4 out of 5
](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews#reviews "Read Agentforce Sales (formerly Salesforce Sales Cloud) Reviews")

Product Description

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 pr

**Users:** Account Executive, Account Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 46% Mid-Market, 34% Enterprise

User SentimentHow are these determined?

Reviewers frequently mention the platform's ability to reduce manual work, provide real-time insights, and its high level of customization and integration with other business tools, which makes it useful for organizations with complex sales processes. Reviewers experienced issues with the platform's complexity during the initial setup and customization process, requiring dedicated admin support or technical expertise, and found the large number of settings and menus can make troubleshooting difficult for new users.

Year Founded
1999

HQ Location
San Francisco, CA

Company Website
https://www.salesforce.com/

Twitter
@salesforce

LinkedIn® Page
https://www.linkedin.com/company/3185/

Ownership
NYSE:CRM

Phone
+1 (800) 667-6389

### [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews)

[By Workday](https://www.g2.com/sellers/workday)

[

(307)4.3 out of 5
](https://www.g2.com/products/workday-adaptive-planning/reviews#reviews "Read Workday Adaptive Planning Reviews")

Product Description

Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination

**Users:** Financial Analyst, Senior Financial Analyst · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 58% Mid-Market, 33% Enterprise

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "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](https://www.g2.com/products/workday-adaptive-planning/reviews/workday-adaptive-planning-review-8036218)

TH

The ability to modify and create your own space to fit the needs of the business[Read review](https://www.g2.com/products/workday-adaptive-planning/reviews/workday-adaptive-planning-review-8406419)

Year Founded
2005

HQ Location
Pleasanton, CA

Company Website
https://www.workday.com

Twitter
@Workday

LinkedIn® Page
https://www.linkedin.com/company/17719/

Ownership
NYSE:WDAY

Phone
(925) 951-9000

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### [Jedox](https://www.g2.com/products/jedox/reviews)

[By Jedox](https://www.g2.com/sellers/jedox)

[

(188)4.3 out of 5
](https://www.g2.com/products/jedox/reviews#reviews "Read Jedox Reviews")

Product Description

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:** 51% Mid-Market, 28% Small-Business

User SentimentHow are these determined?

Users like that Jedox eliminates the need for multiple tools, ensures consistency across financial and operational planning, and allows for the creation of relationships between different data using formulas. Users mentioned that building complex models and workflows can require significant training, the speed is sometimes not optimal due to complex reports, and there have been some glitches such as reports disappearing or the drag and drop feature in dynamic reports occasionally stopping working.

Year Founded
2002

HQ Location
Freiburg, Germany

Company Website
https://www.jedox.com

Twitter
@Jedox

LinkedIn® Page
https://www.linkedin.com/company/231653/

### [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews)

[By Drivetrain](https://www.g2.com/sellers/drivetrain)

[

(113)4.8 out of 5
](https://www.g2.com/products/drivetrain-drivetrain/reviews#reviews "Read Drivetrain Reviews")

Product Description

Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

**Users:** CFO, Finance Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 83% Mid-Market, 14% Small-Business

User SentimentHow are these determined?

Reviewers appreciate the platform's ability to consolidate data from multiple sources, automate reporting processes, and provide real-time updates, along with its flexibility and excellent customer support. Reviewers noted a steep learning curve when starting with the platform, occasional issues with data connectors, and a lack of advanced AI analytics for variance analysis.

Year Founded
2021

HQ Location
Sunnyvale, US

Company Website
https://www.drivetrain.ai

Twitter
@DrivetrainAI

LinkedIn® Page
https://in.linkedin.com/company/drivetrainai

### [Kepion](https://www.g2.com/products/kepion/reviews)

[By Kepion](https://www.g2.com/sellers/kepion)

[

(19)4.5 out of 5
](https://www.g2.com/products/kepion/reviews#reviews "Read Kepion Reviews")

Product Description

Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for

**Industries:** Information Technology and Services · **Market Segment:** 53% Small-Business, 42% Mid-Market

 ![Carolina d.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carolina d.")
CD

It’s an excellent solution for enterprise planning and forecasting. It is intuitive, reliable, and makes complex processes much more efficient. The...[Read review](https://www.g2.com/products/kepion/reviews/kepion-review-11599697)

FR

What I like most about Kepion is the ability to work with different business processes and always find an appropriate and efficient solution to the...[Read review](https://www.g2.com/products/kepion/reviews/kepion-review-11635407)

Year Founded
2009

HQ Location
Seattle, US

Company Website
https://www.kepion.com

Twitter
@kepion

LinkedIn® Page
https://www.linkedin.com/company/438641/

### [Prophix Software](https://www.g2.com/products/prophix-software/reviews)

[By Prophix](https://www.g2.com/sellers/prophix)

[

(219)4.4 out of 5
](https://www.g2.com/products/prophix-software/reviews#reviews "Read Prophix Software Reviews")

Product Description

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

**Users:** Senior Financial Analyst, Financial Analyst · **Industries:** Insurance, Construction · **Market Segment:** 56% Mid-Market, 37% Enterprise

User SentimentHow are these determined?

Users frequently mention the ease of use, the ability to create custom reports, the integration with accounting software, and the time-saving consolidation process as key benefits. Reviewers experienced difficulties with the initial integration and setup, limitations in dashboard customization, issues with training for experienced users, and problems with the foreign currency features and reporting tool.

Year Founded
1987

HQ Location
Ontario, Canada

Company Website
https://www.prophix.com

Twitter
@prophix

LinkedIn® Page
https://www.linkedin.com/company/45052/

### [Gradient Works](https://www.g2.com/products/gradient-works/reviews)

[By Gradient Works](https://www.g2.com/sellers/gradient-works)

[

(11)4.9 out of 5
](https://www.g2.com/products/gradient-works/reviews#reviews "Read Gradient Works Reviews")

Product Description

Gradient Works is a dynamic book management platform for commercial sales teams. Dynamic book management is a modern approach to sales territory management that dynamically allocates accounts to reps

**Industries:** Computer Software · **Market Segment:** 55% Mid-Market, 18% Small-Business

 ![Stephen L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "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](https://www.g2.com/products/gradient-works/reviews/gradient-works-review-8546278)

 ![John S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "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](https://www.g2.com/products/gradient-works/reviews/gradient-works-review-10612201)

Year Founded
2020

HQ Location
Austin, US

Company Website
https://www.gradient.works/

LinkedIn® Page
https://www.linkedin.com/company/gradient-works

### [GSP Account Planning](https://www.g2.com/products/gsp-account-planning/reviews)

[By The Gary Smith Partnership](https://www.g2.com/sellers/the-gary-smith-partnership)

[

(2)5.0 out of 5
](https://www.g2.com/products/gsp-account-planning/reviews#reviews "Read GSP Account Planning Reviews")

Product Description

Create actionable account plans for strategic customers directly in Salesforce. Designed for superior ease of use, it also delivers powerful key account planning capabilities beyond standard functiona

**Market Segment:** 100% Mid-Market

 ![Matthew B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthew B.")
MB

I love using GSP Account Planning because it allows us to create rich Account Plans effortlessly by integrating directly into our CRM, making the...[Read review](https://www.g2.com/products/gsp-account-planning/reviews/gsp-account-planning-review-12765033)

 ![Oliver B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Oliver B.")
OB

This has allowed us to have regular and more structured account reviews and turned our revenue from 60% existing business to over 80%. We’ve now...[Read review](https://www.g2.com/products/gsp-account-planning/reviews/gsp-account-planning-review-12811760)

Year Founded
2013

HQ Location
Woking, GB

Company Website
https://garysmithpartnership.com

LinkedIn® Page
https://www.linkedin.com/company/garysmithpartnership

### [AlignMix](https://www.g2.com/products/alignmix/reviews)

[By AlignMix](https://www.g2.com/sellers/alignmix)

[
0 ratings
](https://www.g2.com/products/alignmix/reviews#reviews "Read AlignMix Reviews")

Product Description

What is AlignMix? AlignMix Pro is powerful, easy-to-use desktop software for designing, managing, and visualizing sales territories. It transforms complex territory data into clear, interactive maps

Year Founded
2005

HQ Location
Lake Mary, US

Company Website
https://www.alignmix.com

LinkedIn® Page
https://www.linkedin.com/company/alignmix/

### [Revcast](https://www.g2.com/products/revcast/reviews)

[By Revcast](https://www.g2.com/sellers/revcast)

[

(1)5.0 out of 5
](https://www.g2.com/products/revcast/reviews#reviews "Read Revcast Reviews")

Product Description

Revcast is an agentic platform that combines deal forecasting, with pipeline, performance, and capacity based forecasting. The four-dimensional approach to forecasting results in more accurate forecas

**Market Segment:** 100% Small-Business

 ![Franco A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Franco A.")
FA

Revcast is very intuitive to use and provides great insights into how the business is tracking from a resource planning, quota and capacity...[Read review](https://www.g2.com/products/revcast/reviews/revcast-review-11354509)

Year Founded
2022

HQ Location
Raleigh, US

Company Website
https://revcast.com

LinkedIn® Page
https://www.linkedin.com/company/revcast

### [Xotigo](https://www.g2.com/products/xotigo/reviews)

[By Xotigo](https://www.g2.com/sellers/xotigo)

[
0 ratings
](https://www.g2.com/products/xotigo/reviews#reviews "Read Xotigo Reviews")

Product Description

Xotigo is a leading provider of digital sales management software for the automotive supply, aerospace, and manufacturing industries. Our solutions are specifically designed to help Tier 1 and Tier 2

Year Founded
2017

HQ Location
Düsseldorf, DE

Company Website
https://Xotigo.com/

LinkedIn® Page
https://www.linkedin.com/company/xotigo

Ownership
Xotigo GmbH