Bardeen is an intelligent automation tool for sales planning.
By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.
Since you're exploring sales planning tools, check out our AI sales automation. It helps with prospecting, outreach, and follow-up, saving you time and boosting productivity.
Looking for the best sales planning tools to boost your team's performance and revenue? We've got you covered with our curated list of the top 9 solutions, carefully selected based on key features, pros and cons, and authentic customer reviews. In this comprehensive guide, you'll find a detailed overview of each tool, empowering you to make an informed decision that aligns with your unique sales prospecting needs.
From AI-powered automation to robust CRM integrations, these tools offer a range of capabilities to streamline your processes, optimize your pipeline, and drive better results. Whether you're a small business or an enterprise, this resource will help you identify the ideal sales planning software to take your team to the next level.
Bardeen is an intelligent automation tool that helps sales professionals save time and increase productivity by automating repetitive tasks. With its AI-powered features and ability to integrate with over 100 apps, Bardeen is a top choice for streamlining sales planning processes. Install Bardeen's Chrome extension for free and start automating your workflows today.
Bardeen's key features make it a valuable tool for sales planning:
Bardeen has an overall rating of 4.5 out of 5 on Capterra, with users praising its ease of use and practical automation capabilities. 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."
On G2, Bardeen has an impressive 4.9 out of 5-star rating. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."
While Bardeen has limited discussions on Reddit, users who have tried it for automating tasks like web scraping and data transfer to Notion have found it user-friendly and helpful.
Bardeen’s pricing has been optimized for 2025 and includes the following plans:
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HubSpot Marketing Hub is a comprehensive marketing software solution that helps businesses attract, engage, and delight customers. With its powerful features and seamless integration with the HubSpot CRM platform, Marketing Hub enables marketers to create remarkable customer experiences and drive business growth.
Marketing Hub offers a suite of tools to fuel your entire marketing funnel:
G2 users give HubSpot Marketing Hub high praise, with an average rating of 4.4 out of 5 stars from over 11,000 reviews. Users appreciate the platform's ease of use, powerful automation, and ability to align marketing and sales efforts.
On Capterra, reviewers highlight Marketing Hub's value for boosting sales and marketing synergy. They note the seamless integration and intuitive automation as key benefits. Setup can take effort but is worth it according to users.
Reddit sentiment is generally positive, with users finding Marketing Hub feature-rich albeit with a learning curve. Email marketing, social media scheduling, and CRM integration are praised as standout capabilities.
Gong.io is a powerful revenue intelligence platform that leverages AI to transform organizations by capturing and analyzing customer interactions across all channels. As a leading tool in its category, Gong.io stands out for its ability to provide real-time data insights and boost team productivity through automated actions based on customer conversations.
Gong.io offers a range of features designed to enhance sales performance and drive revenue growth:
On G2, Gong.io has an impressive average rating of 4.7 out of 5 stars from over 5,750 reviews. The majority of users (5,041) gave it a 5-star rating, praising its ability to enhance self-reflection and improve sales techniques.
Capterra reviewers highlight Gong.io as a "crucial tool for sales professionals," with an enthusiastic user describing it as highly impactful across sales, customer success, and product management. They appreciate the aggregation of account information and effective integrations.
Gong.io facilitates seamless team collaboration and detailed, frequent forecasting, aiding informed decision-making based on real-time insights.
However, some users on Reddit express concerns about Gong.io's valuation and competition in the market. They question the uniqueness of its offerings compared to alternatives like Chorus and mention the obnoxiousness of some Gong.io sales representatives on LinkedIn.
Anaplan is a transformative way to see, plan, and run your business. Using its proprietary Hyperblock™ technology, Anaplan lets you contextualize real-time performance, and forecast future outcomes for faster, confident decisions. It serves multiple functions across the business including Finance, Marketing, Sales, Supply Chain, and Workforce, making it a comprehensive tool for sales planning.
Anaplan offers key features for sales planning such as:
On G2, Anaplan has an average rating of 4.6 out of 5 stars from 349 reviews. Users praise its flexibility, calculation speed on large data sets, and ability to connect planning across the organization. Some cite the learning curve and maintenance as potential drawbacks.
Capterra reviewers give Anaplan an overall rating of 4.0, noting its agility and real-time capabilities as positives. A few mention some minor functionality issues and implementation investment as cons.
Commentary on Reddit suggests Anaplan is extremely flexible but requires significant resources to properly implement and maintain. The general consensus is it can be very powerful in the right hands but is not a simple, lightweight tool.
Clari is an AI-powered revenue analysis platform that helps sales teams improve execution by providing actionable insights and predictive analytics. With its ability to analyze data from various sources and deliver real-time visibility into sales pipelines and forecasts, Clari is a top choice for sales planning and optimization.
G2 reviewers give Clari an average rating of 4.5 out of 5 stars, praising its user-friendly interface, visibility into forecasts, and responsive support. A few noted minor UX quirks and dashboard limitations as areas for improvement.
A Clari user on TrustRadius highlighted the platform's benefits for sales forecasting, pipeline management, and analytics - noting it has been a "complete game changer" for revenue operations at their last two companies.
On Reddit, users discuss Clari in a positive light, with one mentioning their team finds it really good from a product perspective. Commenters also point out Clari's strong leadership and helpful customer success managers.
ZoomInfo Sales is a powerful sales intelligence platform that provides an extensive database of company and contact information. With advanced search filters, analytics, and automation features, ZoomInfo helps sales teams identify ideal prospects, gather valuable insights, and accelerate their sales cycles.
On G2, ZoomInfo Sales has an average rating of 4.4 out of 5 stars from over 8,400 reviews. Users praise its comprehensive database, powerful search capabilities, and ability to streamline prospecting efforts.
Capterra reviewers appreciate ZoomInfo's data accuracy and time-saving features, with some noting minor glitches and a learning curve. The platform has an overall rating of 4.5 out of 5 on Capterra.
Discussions on Reddit highlight ZoomInfo's strengths for sales teams in mid-market and enterprise companies. While not perfect, many consider it the best option compared to alternatives, especially when combined with LinkedIn Sales Navigator.
Pipedrive is a sales-focused CRM tool that helps teams manage leads, track sales activities, and close more deals. It offers a visual pipeline view, customizable stages, and AI-powered insights to optimize sales performance. Pipedrive's intuitive interface and robust feature set make it a popular choice for small to medium-sized businesses looking to streamline their sales processes.
Pipedrive's key features focus on simplifying sales management:
On Capterra, Pipedrive has an overall rating of 4.5 out of 5 based on 1,500+ reviews. Users praise its ease of use, visual pipeline, and mobile apps. Some note limitations with reporting and integrations.
G2 reviewers give Pipedrive 4.3 out of 5 stars. Positive feedback highlights the customizable pipelines and helpful AI insights. Critiques mention the learning curve and lack of advanced features compared to enterprise CRMs.
Pipedrive has a 9.2 out of 10 rating on TrustRadius. Customers appreciate the intuitive interface, email sync, and activity management. A few reviews point out the need for more granular permissions.
Salesforce is a comprehensive CRM platform that offers AI-powered sales tools to help businesses optimize their sales processes and drive revenue growth. Salesforce's AI capabilities, such as predictive lead scoring and opportunity insights, make it a top choice for sales teams looking to leverage the power of artificial intelligence.
Salesforce's AI features are designed to help sales teams focus on the most promising opportunities and take the right actions to convert them into customers.
On Capterra, users praise Salesforce's versatility and customization capabilities, with an overall rating of 4.0. However, some note that the platform can be sluggish at times and requires significant training to implement effectively.
G2 reviewers give Salesforce Platform an average 4.5-star rating, highlighting its user-friendly interface, scalability, and vibrant community. A few users mention that performance can be an issue with large datasets.
Reddit sentiment is generally positive, with users appreciating Salesforce's automation, forecasting, and integration capabilities. Some criticize its cost and complexity, while others suggest alternatives like Pipedrive for simpler needs.
EngageBay is an all-in-one marketing, sales, and support CRM that helps companies streamline their inbound efforts and convert visitors into customers. As an affordable alternative to HubSpot, EngageBay offers a comprehensive suite of features for attracting web visitors, capturing leads, nurturing them into sales, and providing excellent customer support.
These key features make EngageBay a strong HubSpot alternative for sales and marketing automation:
On Capterra, EngageBay has an overall rating of 4.0 out of 5. Users praise its value for money, ease of use, and customer service. Some noted it took time to learn all the features.
G2 reviewers give EngageBay 4.6 out of 5 stars. They find it user-friendly, feature-rich and a life-saver for syncing customer data. A few mentioned the automations can be confusing to set up.
EngageBay is frequently recommended on Reddit as a more affordable alternative to HubSpot with a robust feature set. Users appreciate the simple pricing and ability to consolidate sales and marketing tools.
When choosing the best sales planning tool for your needs, consider key criteria such as AI-powered automation, integration with your existing tech stack, customization options, and pricing. Look for a platform that can streamline your workflows, provide actionable insights, and scale with your business.
Among the top choices are Bardeen, HubSpot Marketing Hub, and Gong.io. Bardeen stands out for its intelligent automation capabilities, intuitive no-code builder, and ability to integrate with over 100 apps. Download and install Bardeen's Chrome extension to start automating your sales planning processes and saving valuable time.
HubSpot Marketing Hub offers a comprehensive suite of tools for lead generation, content creation, and analytics, while Gong.io leverages AI to analyze customer interactions and provide revenue intelligence.
To experience the power of AI-driven automation firsthand, sign up for Bardeen for free and start a 14-day trial of its premium features. Take the first step towards optimizing your sales planning and closing more deals today.
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