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Forecasting Tools Integrated with CRM and BI for 2025: 4 Best Products

Albert Richer
Curated by :
Albert Richer
Updated Nov 22, 2025

This page highlights a narrow niche — see all Sales Forecasting & Revenue Intelligence products here.

Forecasting Tools Integrated with CRM and BI
Albert Richer

Unpacking the Best Forecasting Tools Integrated with CRM and BI: Insights from Market Research Market research shows that effective forecasting tools integrated with CRM and BI systems are essential for modern sales strategies. Many consumers indicate that tools like Salesforce Einstein and Microsoft Dynamics 365 are frequently highlighted for their user-friendly interfaces and robust data analytics capabilities. Unpacking the Best Forecasting Tools Integrated with CRM and BI: Insights from Market Research Market research shows that effective forecasting tools integrated with CRM and BI systems are essential for modern sales strategies.

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1
Expert Score
9.8 / 10
716
124
REAL-TIME INSIGHTS
SEAMLESS INTEGRATION
REAL-TIME INSIGHTS
SEAMLESS INTEGRATION
USER-FRIENDLY INTERFACE
1
SugarCRM Enhanced Forecasting
9.8

SugarCRM Enhanced Forecasting

SugarCRM Enhanced Forecasting
View Website
Enterprise pricing available
REAL-TIME INSIGHTS
SEAMLESS INTEGRATION
REAL-TIME INSIGHTS
SEAMLESS INTEGRATION
USER-FRIENDLY INTERFACE

Why We Love It

SugarCRM Enhanced Forecasting is a game-changer in the sales forecasting and revenue intelligence industry. Its ability to provide dynamic updates and detailed forecasts helps professionals make informed decisions promptly. Moreover, its seamless integration with SugarCRM makes it a valuable addition to any sales enablement and revenue operations toolkit. It efficiently combines CRM and BI, offering a comprehensive solution for sales professionals.

Pros

  • Real-time updates
  • Smooth integration with SugarCRM
  • Detailed forecasting
  • Improves decision-making

Cons

  • May require training for efficient use
  • Enterprise-level pricing may not be suitable for small businesses

Enterprise pricing available

SugarCRM Enhanced Forecasting is a cloud-based customer analytics tool that integrates smoothly with SugarCRM. This tool is unique to the market as it dynamically updates, offering real-time insights for sales professionals. It addresses industry needs by providing detailed forecasts to improve decision-making in sales and revenue operations.

Pros

  • Real-time updates
  • Smooth integration with SugarCRM
  • Detailed forecasting
  • Improves decision-making

Cons

  • May require training for efficient use
  • Enterprise-level pricing may not be suitable for small businesses
REAL-TIME INSIGHTS
SEAMLESS INTEGRATION
REAL-TIME INSIGHTS
SEAMLESS INTEGRATION
USER-FRIENDLY INTERFACE

Why We Love It

SugarCRM Enhanced Forecasting is a game-changer in the sales forecasting and revenue intelligence industry. Its ability to provide dynamic updates and detailed forecasts helps professionals make informed decisions promptly. Moreover, its seamless integration with SugarCRM makes it a valuable addition to any sales enablement and revenue operations toolkit. It efficiently combines CRM and BI, offering a comprehensive solution for sales professionals.

Pros

  • Real-time updates
  • Smooth integration with SugarCRM
  • Detailed forecasting
  • Improves decision-making

Cons

  • May require training for efficient use
  • Enterprise-level pricing may not be suitable for small businesses

Why We Love It

SugarCRM Enhanced Forecasting is a game-changer in the sales forecasting and revenue intelligence industry. Its ability to provide dynamic updates and detailed forecasts helps professionals make informed decisions promptly. Moreover, its seamless integration with SugarCRM makes it a valuable addition to any sales enablement and revenue operations toolkit. It efficiently combines CRM and BI, offering a comprehensive solution for sales professionals.

Enterprise pricing available

SugarCRM Enhanced Forecasting is a cloud-based customer analytics tool that integrates smoothly with SugarCRM. This tool is unique to the market as it dynamically updates, offering real-time insights for sales professionals. It addresses industry needs by providing detailed forecasts to improve decision-making in sales and revenue operations.

2
Expert Score
9.5 / 10
658
57
CUSTOMIZABLE ALERTS
ENHANCED DECISION-MAKING
2
White Cup CRM + BI
9.5

White Cup CRM + BI

White Cup CRM + BI
View Website
Flexible pricing model available based on business needs
CUSTOMIZABLE ALERTS
ENHANCED DECISION-MAKING

Why We Love It

White Cup CRM + BI is a game-changer for distributors. It not only enhances business forecasting but also integrates with CRM and BI, providing a holistic view of business operations. Its real-time alert system ensures that distributors are always up-to-date with the latest data, enabling them to react promptly to market changes. The user-friendly dashboards make it easy to interpret complex data and the automated tasks save time and reduce manual efforts.

Pros

  • Real-time alerts
  • User-friendly dashboards
  • Automated tasks & workflows
  • Email notifications

Cons

  • Requires technical knowledge for setup
  • May take time to fully integrate with existing systems

Flexible pricing model available based on business needs

White Cup CRM + BI is a robust SaaS solution designed for distributors seeking to streamline their forecasting and business intelligence processes. It delivers real-time alerts through dashboards, in-app notifications, automated tasks or emails, providing instant insights to help distributors make informed decisions.

Pros

  • Real-time alerts
  • User-friendly dashboards
  • Automated tasks & workflows
  • Email notifications

Cons

  • Requires technical knowledge for setup
  • May take time to fully integrate with existing systems
CUSTOMIZABLE ALERTS
ENHANCED DECISION-MAKING

Why We Love It

White Cup CRM + BI is a game-changer for distributors. It not only enhances business forecasting but also integrates with CRM and BI, providing a holistic view of business operations. Its real-time alert system ensures that distributors are always up-to-date with the latest data, enabling them to react promptly to market changes. The user-friendly dashboards make it easy to interpret complex data and the automated tasks save time and reduce manual efforts.

Pros

  • Real-time alerts
  • User-friendly dashboards
  • Automated tasks & workflows
  • Email notifications

Cons

  • Requires technical knowledge for setup
  • May take time to fully integrate with existing systems

Why We Love It

White Cup CRM + BI is a game-changer for distributors. It not only enhances business forecasting but also integrates with CRM and BI, providing a holistic view of business operations. Its real-time alert system ensures that distributors are always up-to-date with the latest data, enabling them to react promptly to market changes. The user-friendly dashboards make it easy to interpret complex data and the automated tasks save time and reduce manual efforts.

Flexible pricing model available based on business needs

White Cup CRM + BI is a robust SaaS solution designed for distributors seeking to streamline their forecasting and business intelligence processes. It delivers real-time alerts through dashboards, in-app notifications, automated tasks or emails, providing instant insights to help distributors make informed decisions.

3
Expert Score
9.2 / 10
591
101
AI-POWERED PREDICTIONS
USER-FRIENDLY INTERFACE
AI-POWERED PREDICTIONS
3
HubSpot Forecasting
9.2

HubSpot Forecasting

HubSpot Forecasting
View Website
Freemium model available, 'Starter' starts at $50/month, 'Professional' at $800/month, and 'Enterprise' at $3,200/month
AI-POWERED PREDICTIONS
USER-FRIENDLY INTERFACE
AI-POWERED PREDICTIONS

Why We Love It

HubSpot Forecasting is a game-changer for sales-driven businesses. It doesn't just forecast sales; it offers a holistic view of team performance and integrates seamlessly with CRM and BI systems. This enables sales teams to make data-driven decisions and optimize their performance. Its user-friendly design and reliable customer support make it a favorite among industry professionals.

Pros

  • Robust forecasting capabilities
  • Seamless CRM and BI integration
  • Team performance metrics
  • User-friendly interface
  • Reliable customer support

Cons

  • May be over-complex for small businesses
  • Pricier for larger teams
  • Limited customization options

Freemium model available, 'Starter' starts at $50/month, 'Professional' at $800/month, and 'Enterprise' at $3,200/month

HubSpot's forecasting tool is specifically designed for sales-driven businesses. It offers powerful analytics, integrates with CRM and BI systems, and provides team performance metrics, addressing the industry's need for accurate sales forecasts and data-driven insights.

Pros

  • Robust forecasting capabilities
  • Seamless CRM and BI integration
  • Team performance metrics
  • User-friendly interface
  • Reliable customer support

Cons

  • May be over-complex for small businesses
  • Pricier for larger teams
  • Limited customization options
AI-POWERED PREDICTIONS
USER-FRIENDLY INTERFACE
AI-POWERED PREDICTIONS

Why We Love It

HubSpot Forecasting is a game-changer for sales-driven businesses. It doesn't just forecast sales; it offers a holistic view of team performance and integrates seamlessly with CRM and BI systems. This enables sales teams to make data-driven decisions and optimize their performance. Its user-friendly design and reliable customer support make it a favorite among industry professionals.

Pros

  • Robust forecasting capabilities
  • Seamless CRM and BI integration
  • Team performance metrics
  • User-friendly interface
  • Reliable customer support

Cons

  • May be over-complex for small businesses
  • Pricier for larger teams
  • Limited customization options

Why We Love It

HubSpot Forecasting is a game-changer for sales-driven businesses. It doesn't just forecast sales; it offers a holistic view of team performance and integrates seamlessly with CRM and BI systems. This enables sales teams to make data-driven decisions and optimize their performance. Its user-friendly design and reliable customer support make it a favorite among industry professionals.

Freemium model available, 'Starter' starts at $50/month, 'Professional' at $800/month, and 'Enterprise' at $3,200/month

HubSpot's forecasting tool is specifically designed for sales-driven businesses. It offers powerful analytics, integrates with CRM and BI systems, and provides team performance metrics, addressing the industry's need for accurate sales forecasts and data-driven insights.

4
Expert Score
8.8 / 10
455
108
TEAM PERFORMANCE METRICS
AUTOMATED WORKFLOWS
4
Discern Sales Forecasting
8.8

Discern Sales Forecasting

Discern Sales Forecasting
View Website
Pricing model information is not publicly available, contact for a quote
TEAM PERFORMANCE METRICS
AUTOMATED WORKFLOWS

Why We Love It

We love Discern's Sales Forecasting software because it leverages AI to provide accurate sales forecasting - a critical need in the sales industry. Its ability to sync bi-directionally with CRM platforms allows for efficient CRM management, a major pain point in the industry. Additionally, the automated sales reports feature enables timely and precise forecasting, helping sales teams to make data-driven decisions.

Pros

  • AI-driven sales forecasting
  • Bi-directional CRM sync
  • Automated sales reports
  • Accurate forecasting scores
  • Easy CRM field clean up

Cons

  • Pricing is not transparent
  • May require technical understanding for full utilization

Pricing model information is not publicly available, contact for a quote

Discern's Sales Forecasting software is an AI-driven solution specifically designed for the sales industry. It provides accurate forecasting scores by AE and team, automates sales reports for accurate forecasting and offers a bi-directional CRM sync for easy CRM field clean up. These features address the industry's need for reliable sales forecasting and streamlined CRM management.

Pros

  • AI-driven sales forecasting
  • Bi-directional CRM sync
  • Automated sales reports
  • Accurate forecasting scores
  • Easy CRM field clean up

Cons

  • Pricing is not transparent
  • May require technical understanding for full utilization
TEAM PERFORMANCE METRICS
AUTOMATED WORKFLOWS

Why We Love It

We love Discern's Sales Forecasting software because it leverages AI to provide accurate sales forecasting - a critical need in the sales industry. Its ability to sync bi-directionally with CRM platforms allows for efficient CRM management, a major pain point in the industry. Additionally, the automated sales reports feature enables timely and precise forecasting, helping sales teams to make data-driven decisions.

Pros

  • AI-driven sales forecasting
  • Bi-directional CRM sync
  • Automated sales reports
  • Accurate forecasting scores
  • Easy CRM field clean up

Cons

  • Pricing is not transparent
  • May require technical understanding for full utilization

Why We Love It

We love Discern's Sales Forecasting software because it leverages AI to provide accurate sales forecasting - a critical need in the sales industry. Its ability to sync bi-directionally with CRM platforms allows for efficient CRM management, a major pain point in the industry. Additionally, the automated sales reports feature enables timely and precise forecasting, helping sales teams to make data-driven decisions.

Pricing model information is not publicly available, contact for a quote

Discern's Sales Forecasting software is an AI-driven solution specifically designed for the sales industry. It provides accurate forecasting scores by AE and team, automates sales reports for accurate forecasting and offers a bi-directional CRM sync for easy CRM field clean up. These features address the industry's need for reliable sales forecasting and streamlined CRM management.

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1White Cup CRM + BI
 Web-only No Contact for trial Not specified Not specified Email/Ticket only Not specified Salesforce, Microsoft 365, Google Workspace Not specified Flexible pricing model
2HubSpot Forecasting
 Yes Freemium Yes - 14 days Yes Yes Yes SOC 2 Slack, Salesforce, Google Workspace, Microsoft 365, HubSpot CRM Yes $50/month
3SugarCRM Enhanced Forecasting
 Web-only No Contact for trial Yes Yes Email/Ticket only Not specified SugarCRM, Microsoft 365, Google Workspace Yes Enterprise pricing available
4Discern Sales Forecasting
 Web-only No Contact for trial Not specified Not specified Email/Ticket only Not specified Custom integrations only Not specified Contact for pricing
1

White Cup CRM + BI

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Microsoft 365, Google Workspace
Supports SSO
Not specified
Starting Price
Flexible pricing model
2

HubSpot Forecasting

Has Mobile App
Yes
Has Free Plan
Freemium
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Slack, Salesforce, Google Workspace, Microsoft 365, HubSpot CRM
Supports SSO
Yes
Starting Price
$50/month
3

SugarCRM Enhanced Forecasting

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
SugarCRM, Microsoft 365, Google Workspace
Supports SSO
Yes
Starting Price
Enterprise pricing available
4

Discern Sales Forecasting

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
Not specified
Starting Price
Contact for pricing

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

In evaluating forecasting tools integrated with CRM and BI, key factors considered include specifications, features, customer reviews, and ratings. The selection process specifically focused on the ability of each tool to provide accurate forecasting, ease of integration with existing CRM systems, user-friendliness, and overall value for the investment made. The research methodology employed a comprehensive analysis of product specifications, a comparative review of customer feedback and ratings, and an evaluation of the price-to-value ratio to determine the rankings of the products assessed. This objective approach ensures a thorough understanding of each tool's capabilities and suitability for businesses looking to enhance their forecasting accuracy.

As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.

Frequently Asked Questions About Forecasting Tools Integrated with CRM and BI

What makes a forecasting tools integrated with crm and bi the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your forecasting tools integrated with crm and bi recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of forecasting tools integrated with crm and bi?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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Score Breakdown

0.0 / 10
Excellent

What This Award Means