Top 10 Sales Forecasting Tools for HubSpot in 2024

Raz Popescu
Raz Popescu
LAST UPDATED
October 2, 2024
TL;DR

Explore top sales forecasting tools for HubSpot integration.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're in sales, you might love Bardeen's Agent for sales. It helps with prospecting, lead generation, and email outreach. Use it to save time and focus on high-value leads.

Discover the top 10 sales forecasting tools that seamlessly integrate with HubSpot to supercharge your sales process. In this comprehensive guide, we've curated a list of the best solutions on the market, complete with key features, pros, cons, and real user reviews to help you make an informed decision.

Whether you're looking to improve forecast accuracy, identify high-potential deals, or optimize your sales prospecting strategies, these tools have you covered. We'll dive deep into each solution, exploring their unique capabilities and how they can help you achieve your sales goals.

From AI-powered insights to robust analytics and reporting, our list covers a wide range of features to suit your specific needs. We've also included pricing information and user sentiment from popular review sites like G2, Capterra, and Reddit to give you a well-rounded understanding of each tool.

By the end of this article, you'll have a clear picture of the best sales forecasting tools for HubSpot users. Let's explore these powerful solutions and find the perfect fit for your AI-powered sales team.

1. Bardeen

Bardeen is a game-changing automation platform that lets you control any browser tab and run automations 24/7 in the cloud. It's the perfect tool for automating repetitive tasks in HubSpot and other apps, making it a must-have for sales forecasting. Download the Bardeen Chrome extension to start automating your workflows today.

Key Features

Bardeen offers a range of features that make it a top choice for sales forecasting automation:

Popular Use Cases

Pros

Cons

  • Steeper learning curve compared to simpler sales forecasting tools
  • Higher pricing for premium features and credits
  • Requires some technical know-how for advanced automations

Reviews

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users praising its ease of use, customer service, and value for money. One reviewer noted, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

G2 reviewers give Bardeen 4.9 out of 5 stars, highlighting its time-saving benefits and powerful automation features. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

While not as widely discussed on Reddit as some other sales forecasting tools, Bardeen has generally positive sentiment among users who have tried it for automation and web scraping. They appreciate its user-friendliness and extensive integration options.

Pricing

  • Free plan: Unlimited non-premium usage, 2 weeks of free access to the Pro tier
  • Professional plan: $10/month for 500 credits, generative AI actions, CRM integrations, advanced scraping, premium integrations and actions
  • Business plan: $15/month for teams with less than 100 people, 500 credits, flexible user administration, admin analytics dashboard, teamwide automations, onboarding & training
  • Enterprise plan: Custom pricing for larger teams with more specific needs

Ready to take your sales forecasting to the next level? Sign up for Bardeen's free 14-day trial of premium features and experience the power of AI-driven automation firsthand.

2. HubSpot Marketing Hub

HubSpot Marketing Hub is a comprehensive marketing platform that integrates with the popular HubSpot CRM, making it an excellent choice for businesses already using HubSpot's ecosystem. With its AI-powered features and seamless integration, Marketing Hub enables users to attract, engage, and convert leads more effectively. Its robust reporting and analytics capabilities provide valuable insights to optimize marketing efforts and demonstrate ROI.

Key Features

  • AI-powered marketing automation and personalization
  • Lead management and nurturing tools
  • Comprehensive analytics and reporting
  • Seamless integration with HubSpot CRM and other tools

Popular Use Cases

  • Generating and nurturing high-quality leads
  • Personalizing marketing campaigns across channels
  • Measuring marketing performance and ROI

Pros

  • User-friendly interface and intuitive workflow
  • Robust integration with HubSpot CRM and ecosystem
  • AI-driven insights to optimize marketing efforts

Cons

  • Initial setup and onboarding can be time-consuming
  • Higher pricing compared to some alternatives
  • Limited flexibility for highly customized workflows

Pricing

  • Starter: Starts at $45/month
  • Professional: Starts at $800/month
  • Enterprise: Starts at $3,200/month
  • Free tools available with limited features

Reviews

On G2, HubSpot Marketing Hub has an average rating of 4.4 out of 5 stars from over 11,000 reviews. Users praise its automation capabilities, ease of use, and seamless CRM integration.

Capterra reviewers give Marketing Hub an overall rating of 4.5, highlighting its comprehensive feature set and user-friendly interface. Some note the learning curve for advanced features.

Across Reddit threads, users appreciate Marketing Hub's all-in-one functionality and HubSpot ecosystem. They find it valuable for lead generation and nurturing, though some mention the premium pricing as a consideration.

3. Salesforce

Salesforce is a powerful CRM platform that provides robust sales forecasting capabilities. Its AI-driven Sales Cloud uses machine learning algorithms to analyze historical data, identify patterns, and predict sales outcomes. This predictive analytics functionality enables sales teams to prioritize leads, optimize strategies, and maximize revenue opportunities.

Key Features

  • Lead, account, contact, and opportunity management
  • Forecast management and predictive AI
  • Lead and opportunity scoring
  • Einstein activity capture

Popular Use Cases

  • Prioritizing high-potential leads based on predictive scoring
  • Forecasting sales performance and identifying revenue opportunities
  • Automating data entry and activity tracking with Einstein AI

Pros

  • Advanced predictive analytics for sales forecasting
  • Comprehensive CRM features for end-to-end sales management
  • Seamless integration with other Salesforce apps and third-party tools

Cons

  • Higher pricing compared to some alternatives
  • Complexity may require significant training for full utilization
  • Additional costs for certain advanced features and customizations

Reviews

On G2, Salesforce has an impressive 4.5 out of 5 stars rating based on over 1,900 reviews. Users praise its versatility, customization options, and robust reporting capabilities.

Capterra reviewers highlight Salesforce's comprehensive feature set for sales tracking and management, giving it an overall rating of 4.0. They appreciate the platform's ability to streamline processes and provide valuable insights.

Reddit discussions suggest that while Salesforce can be powerful, proper implementation and integration are crucial for maximizing its value. Some users note the platform's complexity and costs as potential drawbacks.

Pricing

  • Starter Suite: $25 per user, per month, billed annually
  • Professional: $80 per user, per month, billed annually
  • Enterprise: $165 per user, per month, billed annually
  • Unlimited: $330 per user, per month, billed annually
  • Einstein 1 Sales: $500 per user, per month, billed annually

4. Zoho

Zoho is a comprehensive CRM platform that offers a range of AI-powered sales tools to help businesses streamline their sales processes and improve customer relationships. Zoho's AI assistant, Zoho Zia, provides intelligent insights, automates tasks, and assists in decision-making across various Zoho applications, making it a valuable asset for sales teams looking to optimize their efforts.

Key Features

  • Lead and deal prediction tools to identify high-potential opportunities
  • AI-powered email and social media content generation
  • Sentiment analysis and intent detection for customer communications

Popular Use Cases

  • Generating personalized emails and social media posts at scale
  • Prioritizing leads based on AI-driven scoring and predictions
  • Analyzing customer sentiment to inform sales strategies

Pros

  • Comprehensive feature set for sales automation and intelligence
  • Seamless integration across Zoho's suite of business applications
  • Real-time anomaly detection in sales trends and activities

Cons

  • Initial learning curve due to the platform's extensive capabilities
  • Limited customization options compared to some competitors

Pricing

  • Free plan available for small businesses
  • Standard plan starts at $14 per user/month billed annually (about $18 USD)
  • Professional plan starts at $23 per user/month billed annually (about $30 USD)
  • Enterprise plan starts at $40 per user/month billed annually (about $50 USD)
  • 15-day free trial available

Reviews

On G2, Zoho CRM has an average rating of 4.1 out of 5 stars from 2,643 reviews. Many users praise its ease of use, customization options, and responsive customer support.

A Capterra reviewer highlights Zoho CRM's affordability and integration with other Zoho apps as key benefits, while noting that some advanced features require technical expertise to set up fully.

Reddit users appreciate Zoho's comprehensive business management capabilities at a competitive price point. One user states, "Zoho serves as an 'enterprise bucket to assess new software' - if we need something new, we'll always look to see if Zoho One has something available."

5. Pipedrive

Pipedrive is a popular sales CRM that helps teams manage and track their sales activities. It stands out for its ability to provide AI-powered insights and suggestions based on past sales performance, helping optimize the sales process. With features like lead and deal management, contact tracking, sales forecasting, data analytics, and reporting, Pipedrive enables sales teams to stay organized and focus on closing deals.

Key Features

  • Lead, deal, and contact management
  • Sales forecasting and analytics
  • Customizable pipelines and dashboards
  • Integrates with 400+ apps

Popular Use Cases

  • Tracking and managing sales activities
  • Forecasting sales and revenue
  • Automating repetitive tasks

Pros

  • Visual, intuitive pipeline view
  • AI-powered insights to optimize sales
  • Extensive integration options

Cons

  • No free plan, only 14-day trial
  • Limited phone support on lower tiers

Reviews

On Capterra, Pipedrive has an overall rating of 4.0. Reviewers praise its efficiency, simplicity, and automation features. Some note minor UX issues.

G2 users give Pipedrive a 4.3 out of 5 star rating. They highlight the value, ease of setup, and wide range of integrations. The main drawback cited is limited customization for certain needs.

Reddit sentiment is generally positive, with users finding Pipedrive an effective tool for LinkedIn prospecting and lead management when used responsibly.

Pricing

  • Essential: $14/user/month billed annually
  • Advanced: $24/user/month billed annually
  • Professional: $49/user/month billed annually
  • Enterprise: $99/user/month billed annually

6. Sugar CRM

Sugar CRM is a platform that uses AI technology to deliver predictions even with limited or incomplete data, making it a valuable tool for sales forecasting and analytics. The platform's interaction tracking, lead qualification, and performance metrics analysis capabilities make it well-suited for inclusion in this list of top sales forecasting tools for HubSpot.

Key Features

  • Interaction tracking to monitor and record customer interactions
  • Lead qualification features to identify and prioritize high-potential leads
  • Performance metrics tracking to measure sales activities effectiveness
  • AI-powered forecasting tools to predict future sales trends

Popular Use Cases

  • Delivering accurate sales predictions even with incomplete CRM data
  • Identifying the leads and opportunities most likely to convert
  • Measuring the impact and ROI of sales and marketing initiatives

Pros

  • AI capabilities enable precise forecasting with limited data
  • Comprehensive sales analytics and reporting features
  • Integrates with many other business systems and tools

Cons

  • Initial learning curve for users new to advanced analytics
  • Some analytics features available in higher-tier plans only

Reviews

On Capterra, Sugar CRM has an overall rating of 4.0 out of 5. Users praise its robust CRM capabilities and ability to streamline sales processes. Some noted the mobile app experience could be improved.

G2 reviewers give Sugar CRM's Sugar Sell product an average 4.3 out of 5 stars. They highlight how it helps manage high volumes of leads and improves sales team productivity. A few mentioned the duplicate lead handling process could be smoother.

Feedback on Reddit suggests Sugar CRM is seen as a solid CRM option, with a good feature set. However, some commented the API is complex to work with for custom integrations and reporting.

Pricing

  • Sugar Sell plans start at $49/user/month billed annually
  • Sugar Market marketing automation starts at $1,000/month
  • Sugar Serve customer service plans start at $112/user/month billed annually

7. Freshworks

Freshworks' Freshsales is a popular AI-powered sales CRM software for sales teams using HubSpot. It offers smart features to run sales campaigns and plan processes through Kanban views, making it a strong alternative to HubSpot's sales forecasting capabilities.

Key Features

  • AI-powered deal recommendations to avoid bottlenecks
  • Automates tasks like sending emails, reminders, and data entry
  • AI insights for lead tracking and sales forecasting

Popular Use Cases

  • Scaling sales campaigns with automation
  • Visualizing sales pipelines and processes
  • Gaining AI-driven sales insights for forecasting

Pros

  • Intuitive UI that is easy to set up and use
  • Robust automation and AI capabilities
  • Integrates with other Freshworks products

Cons

  • Slower customer support compared to alternatives
  • Some limitations with integrations and data exporting

Reviews

G2 users rate Freshworks 4.5 out of 5 stars overall, with 76% of reviews being 5 stars. Customers praise its reliable performance and flexible customization options.

On Capterra, a reviewer said "It is packed full of features and it has a free plan that is sufficient for many users. It does knowledge base, tickets, chat, and AI bots very well." They gave Freshworks an overall score of 5 out of 5.

Reddit users recommend Freshworks as a cost-effective CRM with robust features. However, some noted issues with their AI chatbots being unreliable at times.

Pricing

  • Free plan for up to 10 agents
  • Growth plan starts at $15/agent/month
  • Pro plan starts at $49/agent/month
  • Enterprise plan starts at $79/agent/month
  • All paid plans offer a 21-day free trial

8. Outreach

Outreach is a versatile sales automation software that empowers sales teams with its comprehensive suite of tools. As a top alternative to HubSpot for sales forecasting, Outreach provides powerful pipeline management and forecasting capabilities that help sales leaders assess pipeline quality, identify risks, and deliver accurate forecasts.

Key Features

  • Outbound sequencing to automate personalized email campaigns
  • Gmail integration for managing sales activities directly from inbox
  • Detailed analytics and reporting on outreach performance
  • Seamless integration with popular CRM platforms

Popular Use Cases

  • Automating multi-touch email sequences for lead nurturing
  • Streamlining sales activities and data sync with Gmail and CRM
  • Analyzing outreach metrics to optimize sales strategies

Pros

  • Robust automation features for email campaigns and workflows
  • Actionable insights from advanced analytics and AI-powered recommendations
  • Extensive integrations with sales and marketing tools

Cons

  • Steeper learning curve compared to some other tools
  • Higher pricing than alternatives, especially for smaller teams
  • Some users report occasional syncing issues with CRMs

Reviews

On G2, Outreach has an average rating of 4.3 out of 5 stars from over 3,400 reviews. Users praise its automation capabilities, Gmail integration, and analytics.

One Capterra reviewer said "Outreach is super intuitive" and highlighted how it makes account-based marketing much easier by allowing you to "have one email sequence sent out to hundreds of contacts" with just a few clicks.

A sampling of Reddit sentiment shows users find Outreach to be a robust alternative to other sales engagement platforms, with a better UX and machine learning capabilities. However, some noted a bigger learning curve and higher price point as potential drawbacks.

Pricing

  • Pricing is not publicly listed, but is estimated around $100/user/month
  • Custom enterprise pricing is available

9. Gong.io

Gong.io is a leading revenue intelligence platform that transforms organizations by capturing and analyzing customer interactions across all channels. It uses AI technology to enhance visibility, decision-making, and revenue growth. Ranked #1 in multiple categories by G2, Gong integrates seamlessly with various CRM systems, enabling real-time data insights and boosting team productivity through automated actions based on customer conversations.

Key Features

  • AI-powered insights from customer interactions
  • Customizable dashboards and reports
  • Conversation intelligence to identify winning strategies
  • Revenue intelligence to drive growth

Popular Use Cases

  • Analyzing sales conversations to improve effectiveness
  • Forecasting revenue accurately based on deal health
  • Providing real-time guidance to sales reps during calls

Pros

  • Captures nuanced understanding of prospects and customers
  • Real-time analysis of large volumes of interaction data
  • Actionable insights to optimize sales performance

Cons

  • Lacks transparent pricing information on website
  • Initial complexity and learning curve for some users

Reviews

On G2, Gong has an impressive average rating of 4.7 out of 5 stars from over 5,750 reviews. Users praise its ability to transform sales processes and provide valuable insights.

Capterra reviewers highlight Gong's impact, with Danny V. describing it as a "highly impactful tool" that "enhances workflows across departments." Elli J. appreciates the "easy to write up" case study call transcripts.

Pricing

  • Pricing information is available upon request

10. Clari

Clari is a highly rated sales forecasting tool that integrates seamlessly with HubSpot, making it an excellent choice for sales teams using the popular CRM platform. With its AI-powered insights and real-time visibility into the sales pipeline, Clari enables sales leaders to make data-driven decisions and accurately predict revenue.

Key Features

  • AI-driven sales forecasting with up to 98% accuracy
  • Real-time deal inspection and pipeline management
  • Customizable alerts for deal risks and opportunities
  • Robust analytics and reporting capabilities

Popular Use Cases

  • Improving forecast accuracy and revenue predictability
  • Identifying at-risk deals and taking proactive measures
  • Optimizing sales processes and rep performance

Pros

  • Intuitive interface and easy navigation
  • Responsive customer support and live training sessions
  • Flexible data visualization options for analysis

Cons

  • Certain customization options are limited
  • Dashboard visualizations could be more advanced
  • Adding custom columns to opportunity grids is not straightforward

Reviews

On G2, Clari has an impressive average rating of 4.5 out of 5 stars from over 1,800 reviews. Users praise its accuracy, intuitive design, and the visibility it provides into the sales forecast.

A Capterra reviewer highlights Clari's benefits, stating, "Before using Wingman, the way we analyzed meetings was extremely subpar, especially lengthy hour-long meetings. Since we started using Wingman, we are able to capture better notes, understand and analyze the call better, and more concise action points are derived."

Pricing

  • No platform fees; pricing is customized based on requirements
  • Complimentary premier customer support package
  • Implementation typically completed within 8 weeks

Conclusions

When choosing the best sales forecasting tool for HubSpot, consider factors like AI capabilities, automation features, integration options, ease of use, and pricing. Among the top alternatives mentioned, Bardeen stands out for its versatile automation capabilities, AI-powered features, and seamless integration with HubSpot and other apps. HubSpot Marketing Hub and Salesforce are also popular choices, offering robust marketing automation and CRM functionality respectively.

To optimize your sales forecasting process, we recommend trying out one of these tools based on your specific needs and budget. Download and install Bardeen's Chrome extension to experience the power of AI-driven automation firsthand, with a generous 14-day free trial of premium features. By leveraging these cutting-edge tools, you can gain valuable insights, save time, and ultimately drive more revenue for your business.

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