Best Sales Planning Software - Page 2

How Many Sales Planning Software Products Does G2 Track?

Total Products under this Category: 48

Category Stats (Oct 2026)

  • Average Rating: 4.55/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Forma.ai (+0.11%) - Among all products in this category, Forma.ai recorded the largest rating increase compared to last month

Last updated: October 20, 2026

How Does G2 Rank Sales Planning Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 36,500+ Authentic Reviews
  • 48+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Sales Planning Software

G2 Grid® for Sales Planning Software plotting products by satisfaction and market presence

Highlighted products: Salesforce Sales Cloud, Anaplan, CaptivateIQ, Board, Drivetrain, Maptitude, Pigment, and Vena.

Underlying data: [Grid® JSON](https://www.g2.com/categories/sales-planning/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=anaplan&focus%5B%5D=captivateiq&focus%5B%5D=board&focus%5B%5D=drivetrain-drivetrain&focus%5B%5D=maptitude&focus%5B%5D=pigment-2024-01-19&focus%5B%5D=vena)

AccountAim

AccountAim builds AI agents for insurance financial operations. Agencies, MGAs and wholesale brokers use it to automate carrier statement processing, commission reconciliation and bordereaux reporting. Visit accountaim.com to learn more.

Average Rating: 4.8/5.0

Total Reviews: 20

How Do G2 Users Rate AccountAim?

  • Quality of Support: 9.9/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Ease of Use: 9.8/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind AccountAim?

  • Seller: AccountAim
  • Year Founded: 2023
  • HQ Location: San Francisco, CA
  • Twitter: @GetAccountAim
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 55% Medium, 45% Small

What Do G2 Reviewers Say About AccountAim?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of AccountAim, enhancing productivity and streamlining account management effortlessly.
  • Users find AccountAim to be a time-saving tool, boosting productivity and allowing for efficient account management.
  • Users value the efficiency of AccountAim, boosting productivity and saving valuable time in account management.
  • Users value efficient lead generation with AccountAim, saving time and improving outreach personalization for better engagement.
  • Users love the effortless Salesforce integration of AccountAim, significantly boosting productivity and reducing search time for accounts.
Cons
  • Users desire more missing features like LinkedIn integration to enhance AccountAim's data capabilities and workflow.
  • Users find the lack of LinkedIn integration limits additional data collection, hindering their experience with AccountAim.
  • Users feel the dashboard issues stem from limited visualization options, hindering effective data interpretation.
  • Users note that data inaccuracies in AccountAim can lead to low-quality account recommendations, prompting necessary CRM updates.
  • Users desire enhanced filtering options in AccountAim to better integrate their saved LinkedIn filters into the workflow.

What Are Recent G2 Reviews of AccountAim?

Abacum

Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently.

Average Rating: 4.6/5.0

Total Reviews: 168

How Do G2 Users Rate Abacum?

  • Quality of Support: 9.7/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.1/10)
  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Abacum?

  • Seller: Abacum
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @Abacum_ai
  • LinkedIn® Page: www.linkedin.com
    182 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Head of Finance
  • Top Industries: Computer Software, Financial Services
  • Company Size: 86% Medium, 8% Small

What Do G2 Reviewers Say About Abacum?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Abacum, enabling flexible reporting and intuitive access to financial data.
  • Users praise Abacum for its incredible customer support, highlighting responsive service and valuable account management.
  • Users value the time-saving features of Abacum, enabling swift financial planning and streamlined collaborative efforts.
  • Users highlight the efficiency of Abacum, significantly reducing reporting time and enhancing analytical flexibility.
  • Users highlight the seamless integrations of Abacum, enhancing financial planning and empowering decision-making across teams.
Cons
  • Users report a learning difficulty with Abacum's AI classifier and configuration of complex reports requiring significant effort.
  • Users find the complex setup of Abacum challenging, requiring training and creating multiple sub-calculations for reporting.
  • Users face a slight learning curve with Abacum, but support helps smooth the onboarding process.
  • Users note a steep learning curve for Abacum, though customer support offers helpful guidance during onboarding.
  • Users find the difficult setup process time-consuming and complex, requiring focused effort to navigate effectively.

What Are Recent G2 Reviews of Abacum?

What Are G2 Users Discussing About Abacum?

Fullcast

Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management, quotas, and capacity planning), Fullcast Perform (routing and policies), and Fullcast Pay (commissions) solutions. Fullcast empowers sales teams to sell more efficiently with AI-powered sales performance management. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. We seamlessly connect go-to-market planning activities with tactical sales execution, enabling your operations, sales, finance, marketing, and customer success teams to make continuous adjustments in response to real-time strategy changes. From territory management to commissions and performance tracking, we operate with speed, agility, and AI-powered automation.

Average Rating: 4.6/5.0

Total Reviews: 461

How Do G2 Users Rate Fullcast?

  • Quality of Support: 9.0/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.1/10)
  • Ease of Use: 8.9/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Fullcast?

  • Seller: Fullcast, Inc.
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Salt Lake City, UT
  • LinkedIn® Page: www.linkedin.com
    377 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, Account Executive
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 61% Small, 31% Medium

What Do G2 Reviewers Say About Fullcast?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the data-driven insights from Fullcast, enabling proactive coaching with clear visibility into metrics.
  • Users value the data-driven insights of Fullcast, enhancing productivity and proactive coaching for sales managers.
  • Users love the ease of use of Fullcast, enjoying intuitive dashboards and seamless integrations for effective coaching.
  • Users commend the intuitive dashboard and actionable insights provided by Atrium, greatly enhancing team performance tracking.
  • Users find the intuitive AI in Fullcast essential for coaching and improving sales performance effortlessly.
Cons
  • Users note a learning curve with Fullcast, requiring time to navigate its extensive features effectively.
  • Users find data management issues with Fullcast due to delays and difficulties in associating activities with opportunities.
  • Users are frustrated with data inaccuracy in Fullcast, finding insights misleading and often unrelated to actual performance.
  • Users experience integration issues with real-time data, requiring direct access to CRM for daily updates.
  • Users express a need for more configuration options in Fullcast to enable detailed analysis and opportunity tracking.

What Are Recent G2 Reviews of Fullcast?

What Are G2 Users Discussing About Fullcast?

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Adaptive from Workday

Adaptive from Workday gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

Average Rating: 4.3/5.0

Total Reviews: 447

How Do G2 Users Rate Adaptive from Workday?

  • Quality of Support: 8.2/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.1/10)
  • Ease of Use: 8.1/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Adaptive from Workday?

  • Seller: Workday
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • Twitter: @Workday
    52,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    25,204 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 36% Large

What Do G2 Reviewers Say About Adaptive from Workday?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Workday Adaptive Planning, making budgeting and forecasting accessible for everyone.
  • Users value the efficiency of Workday Adaptive Planning, enhancing collaboration and streamlining financial planning and forecasting processes.
  • Users value the flexibility and real-time collaboration of Workday Adaptive Planning, enhancing financial planning and decision-making.
  • Users appreciate the flexibility and user-friendliness of Workday Adaptive Planning, enhancing financial planning and collaboration significantly.
  • Users appreciate the structure, flexibility, and transparency provided by Workday Adaptive Planning for financial planning and forecasting.
Cons
  • Users find the learning curve and complexity of Workday Adaptive Planning challenging, requiring significant training and system knowledge.
  • Users often face complex setup challenges with Workday Adaptive Planning, requiring professional help and extensive training for effective use.
  • Users find a steep learning curve with Workday Adaptive Planning, requiring significant training to navigate effectively.
  • Users note a steep learning curve with Workday Adaptive Planning, requiring extensive training to navigate effectively.
  • Users find the difficult customization in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs.

What Are Recent G2 Reviews of Adaptive from Workday?

What Are G2 Users Discussing About Adaptive from Workday?

Forecastio

Forecastio is designed to help sales leaders achieve or surpass their sales quotas by: - Leveraging advanced sales planning to set reasonable quotas based on historical and current team performance. - Properly managing sales capacity to ensure optimal resource allocation. - Accessing accurate sales forecasts to swiftly react to any threats to achieving sales goals. - Receiving real-time sales performance insights that not only highlight problems but also provide actionable recommendations to increase win rates, shorten the sales cycle, and improve overall performance.

Average Rating: 4.5/5.0

Total Reviews: 24

How Do G2 Users Rate Forecastio?

  • Quality of Support: 8.9/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.1/10)
  • Ease of Use: 8.8/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Forecastio?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 46% Small, 38% Medium

What Do G2 Reviewers Say About Forecastio?

AI-generated summary from verified user reviews

Pros
  • Users benefit from time-saving features of Forecastio, enjoying efficient pipeline management and automated reporting.
  • Users value the predictive analytics in Forecastio for enhancing sales management and improving engagement strategies.
  • Users value the ease of use in Forecastio, finding it perfect for accurate predictions without needing data science expertise.
  • Users love the simplicity and ease of use of Forecastio, making it accessible for everyone regardless of expertise.
  • Users value the real-time sales reporting in Forecastio, enabling quick decisions and comprehensive tracking for marketing success.
Cons
  • Users find the complexity of integrations and customization options challenging, limiting advanced user control and adaptability.
  • Users face a steep learning curve with Forecastio, making it challenging for new users to adapt quickly.
  • Users feel that forecasting issues arise from limitations in customization and scalability for complex datasets.
  • Users face integration issues with Forecastio, complicating connections to CRMs and necessitating additional third-party tools.
  • Users find the learning curve challenging, wishing for more training to quickly grasp Forecastio's comprehensive features.

What Are Recent G2 Reviews of Forecastio?

Plan2Win

Plan2Win offers Account and Territory Planning solutions for Salesforce instance.

Average Rating: 4.1/5.0

Total Reviews: 14

How Do G2 Users Rate Plan2Win?

  • Quality of Support: 8.6/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.1/10)
  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Plan2Win?

  • Seller: Plan2Win Software
  • Year Founded: 2007
  • HQ Location: Walnut Creek, CA
  • Twitter: @Plan2WinSW
    27 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 57% Medium, 43% Small

What Do G2 Reviewers Say About Plan2Win?

AI-generated summary from verified user reviews

Pros
  • Users highlight the exceptional efficiency of Plan2Win, greatly enhancing sales planning and goal management.
  • Users appreciate the ease of use and comprehensive features of Plan2Win, enhancing project management and goal achievement.
  • Users value the easy implementation and strategic planning features of Plan2Win, enhancing goal achievement and project management.
  • Users find Plan2Win's ease of use and smooth implementation essential for achieving their sales goals effectively.
  • Users appreciate the easy setup of Plan2Win, enabling seamless planning and progress evaluation without complications.
Cons
  • Users find Plan2Win to be expensive, often experiencing crashes and lagging during usage, affecting satisfaction.
  • Users find the limited customization options restrictive, wishing for more flexibility in Plan2Win.
  • Users report slow performance with Plan2Win, often experiencing crashes and lag during usage, detracting from effectiveness.

What Are Recent G2 Reviews of Plan2Win?

What Are G2 Users Discussing About Plan2Win?

OneStream - Unified EPM

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes.

Average Rating: 4.6/5.0

Total Reviews: 150

How Do G2 Users Rate OneStream - Unified EPM?

  • Quality of Support: 9.1/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.1/10)
  • Ease of Use: 8.7/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind OneStream - Unified EPM?

  • Seller: OneStream Software
  • Company Website:
  • HQ Location: Birmingham, MI
  • Twitter: @OneStream_Soft
    2,189 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,681 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Manufacturing, Accounting
  • Company Size: 62% Large, 28% Medium

What Do G2 Reviewers Say About OneStream - Unified EPM?

AI-generated summary from verified user reviews

Pros
  • Users value the user-friendly interface of OneStream, enjoying its intuitive workflows and easy learning curve.
  • Users value the flexibility and extensibility of OneStream for managing data across various needs and departments.
  • Users value the flexibility of OneStream, benefiting from its versatile and extensible EPM capabilities.
  • Users appreciate the robust reporting capabilities of OneStream, fostering creativity and connectivity across departments.
  • Users value the flexibility and versatility of OneStream, meeting diverse finance needs efficiently on a unified platform.
Cons
  • Users note a steep learning curve with OneStream, finding the system complex without solid background knowledge.
  • Users find the steep learning curve challenging, as some concepts aren't intuitive and require more in-depth training.
  • Users find the steep learning curve challenging, especially for non-technical individuals, requiring considerable time and effort.
  • Users find the complexity of OneStream daunting, especially with dashboarding and writing business rules without extensive knowledge.
  • Users find dashboard limitations challenging, citing difficulty in performance and lack of design flexibility.

What Are Recent G2 Reviews of OneStream - Unified EPM?

What Are G2 Users Discussing About OneStream - Unified EPM?

Kepion

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 finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future.

Average Rating: 4.5/5.0

Total Reviews: 15

How Do G2 Users Rate Kepion?

  • Quality of Support: 9.2/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.1/10)
  • Ease of Use: 8.1/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Kepion?

  • Seller: Kepion
  • Year Founded: 2009
  • HQ Location: Seattle, US
  • Twitter: @kepion
    170 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 53% Small, 42% Medium

What Do G2 Reviewers Say About Kepion?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Kepion, facilitating smooth adoption and functionality for various tasks.
  • Users value the user-friendly and flexible features of Kepion, enhancing budgeting, forecasting, and reporting efficiency.
  • Users appreciate the ease of learning with Kepion, finding it user-friendly and intuitive for quick adoption.
  • Users appreciate the efficiency of Kepion, enabling quick adoption and streamlined processes for finance teams.
  • Users highlight the flexibility and ease of customization in Kepion, enhancing their forecasting and planning experiences.
Cons
  • Users note dashboard flexibility issues, requiring better guidance and improved formatting for enhanced usability.
  • Users find the learning process challenging, often requiring guidance to navigate advanced features effectively.
  • Users note the limited options for advanced analytics and dashboard formatting, impacting overall engagement with Kepion.
  • Users find the complexity of setup and rules in Kepion challenging, especially for those lacking technical skills.
  • Users find the dashboard limitations hinder flexibility and convenience, needing better guidance and formatting options.

What Are Recent G2 Reviews of Kepion?

What Are G2 Users Discussing About Kepion?

Prophix Software

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 that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

Average Rating: 4.4/5.0

Total Reviews: 222

How Do G2 Users Rate Prophix Software?

  • Quality of Support: 8.9/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.1/10)
  • Ease of Use: 8.3/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • Twitter: @prophix
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    586 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Insurance, Construction
  • Company Size: 56% Medium, 37% Large

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users find Prophix incredibly easy to use, benefiting from intuitive design and excellent support for all skill levels.
  • Users value the adhoc reporting capabilities of Prophix, enhancing efficiency and simplifying the monthly reporting process.
  • Users commend the automated data consolidation in Prophix, enhancing accessibility and accuracy for financial management.
  • Users highlight the reporting efficiency of Prophix, streamlining processes and enhancing self-service capabilities for better management.
  • Users find Prophix Software to be time-saving, simplifying data gathering and enhancing workflow efficiency for all departments.
Cons
  • Users experience slow performance with Prophix, especially when loading complex reports, impacting efficiency and workflow.
  • Users find the steep learning curve of Prophix Software daunting, complicating initial setup and data integration.
  • Users find Prophix Software has a steep learning curve, requiring significant time and training to fully grasp.
  • Users may struggle with the steep learning curve of Prophix, requiring significant time and training to master.
  • Users face challenges due to the limited functionality of Prophix Software, restricting their reporting and customization needs.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Axtria SalesIQ

Axtria SalesIQ™ is the leading sales planning and operations solution for the global life sciences industry that enables effective and motivated sales teams resulting in higher commercial success. With the sales rep role continually evolving to meet the demands of a complex commercial model, Axtria SalesIQ empowers them to make intelligent decisions and reach the right customers at the right time with flexibility and agility.

Average Rating: 4.1/5.0

Total Reviews: 12

How Do G2 Users Rate Axtria SalesIQ?

  • Quality of Support: 7.4/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 9.1/10)
  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Ease of Admin: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Axtria SalesIQ?

  • Seller: Axtria
  • Year Founded: 2010
  • HQ Location: Berkeley Heights, NJ
  • Twitter: @Axtria
    3,213 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,650 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Pharmaceuticals
  • Company Size: 50% Medium, 33% Large

What Do G2 Reviewers Say About Axtria SalesIQ?

AI-generated summary from verified user reviews

Pros
  • Users love the effective sales management features of Axtria SalesIQ, streamlining processes and motivating teams.
  • Users appreciate the powerful tracking and insights features of Axtria SalesIQ, enhancing their sales management processes.
  • Users appreciate the efficient lead management capabilities of Axtria SalesIQ, enhancing team motivation and streamlining sales processes.
  • Users appreciate the effective sales management features of Axtria SalesIQ, enhancing team motivation and strategy execution.
  • Users appreciate the easy integration of Axtria SalesIQ, which enhances data tracking and sales process efficiency.
Cons
  • Users face challenges with exporting data older than six months, hindering their data management capabilities in Axtria SalesIQ.
  • Users feel the pricing of Axtria SalesIQ is expensive and could be improved for better accessibility.
  • Users face export limitations with Axtria SalesIQ, specifically struggling to access 6 months old data.
  • Users highlight integration problems with Axtria SalesIQ, finding it lacks ease of use and seamless connectivity.
  • Users feel the lack of integration in Axtria SalesIQ hinders usability and complicates efficient workflow management.

What Are Recent G2 Reviews of Axtria SalesIQ?

Gradient Works

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 based on fit and capacity. The AI-native Gradient Works platform includes tools to improve account selection and segmentation, territory management and account routing, and pipeline creation analytics.

Average Rating: 4.9/5.0

Total Reviews: 11

How Do G2 Users Rate Gradient Works?

  • Quality of Support: 10.0/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Ease of Use: 9.3/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Gradient Works?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 55% Medium, 18% Large

What Do G2 Reviewers Say About Gradient Works?

AI-generated summary from verified user reviews

Pros
  • Users value the customization ease of Gradient Works, enhancing adaptability and transforming sales efficiency.
  • Users find Gradient Works easy to use, enhancing sales efficiency and adaptability for their teams.
  • Users highlight the efficiency brought by Gradient Works, significantly improving sales and adaptability to market changes.
  • Users highlight the ease of scaling with Gradient Works, enhancing distribution and adaptability in sales processes.
  • Users value the sharing capabilities of Gradient Works, enhancing team collaboration and promoting sales efficiency.
Cons
  • Users report difficult learning with Gradient Works due to issues like slow convergence and sensitivity to learning rates.
  • Users find difficult reporting issues with Gradient Works, complicating the interpretation of results and performance metrics.
  • Users find the product expensive due to high computational costs and slow convergence in optimization algorithms.
  • Users note the inadequate reporting on gradient decent optimizations, impacting performance and understanding in machine learning tasks.
  • Users find the steep learning curve of Gradient Works challenging due to complex optimization algorithms and related issues.

What Are Recent G2 Reviews of Gradient Works?

Forma.ai

Forma.ai is an AI-native enterprise sales performance management platform that brings sales planning and incentive compensation management together on one connected data foundation. Built for complex, global sales organizations, Forma.ai gives revenue operations, sales operations, sales compensation, and finance teams a single system to manage territories, quotas, and incentive compensation with greater speed, accuracy, and control. By connecting territory and quota management with incentive compensation, Forma.ai helps revenue teams keep sales strategy, seller performance, and incentive spend aligned. The platform supports complex plan logic, scalable rule configuration, governed workflows, payout administration, scenario modeling, and performance analytics — helping organizations move faster than fragmented spreadsheets, disconnected tools, or rigid legacy systems allow. Trusted by leading companies including Autodesk, Stryker, and Trustpilot, Forma.ai helps enterprise teams simplify sales performance management and maximize the effectiveness of every dollar spent on sales performance.

Average Rating: 4.7/5.0

Total Reviews: 65

How Do G2 Users Rate Forma.ai?

  • Quality of Support: 9.5/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.1/10)
  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Forma.ai?

  • Seller: Forma.ai
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Toronto, Ontario
  • Twitter: @Forma_AI
    170 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    199 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Medical Devices, Computer Software
  • Company Size: 55% Medium, 35% Large

What Do G2 Reviewers Say About Forma.ai?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Forma.ai, facilitating efficient daily operations and improving team management.
  • Users praise the exceptional customer support from Forma.ai, enhancing collaboration and speeding up issue resolution.
  • Users value the flexibility and responsiveness of Forma.ai, enhancing sales visibility and confidence in commission accuracy.
  • Users value the exceptional support and user-friendliness of Forma.ai, enhancing their overall experience and outcomes.
  • Users appreciate the accuracy of commission calculations in Forma.ai, boosting trust and confidence in their payouts.
Cons
  • Users experience limited flexibility in data management, complicating report creation and data uploads while preferring Excel formats.
  • Users mention a noticeable learning curve during initial setup, making implementation and updates somewhat time-consuming.
  • Users express frustration over the limited flexibility for Admin users, hindering their ability to make necessary changes.
  • Users find the complexity of initial setup time-consuming, especially for those lacking technical expertise.
  • Users face data management issues, experiencing inaccuracies and outdated information affecting overall reliability of Forma.ai.

What Are Recent G2 Reviews of Forma.ai?

What Are G2 Users Discussing About Forma.ai?

Bizom

Bizom is an AI-first Route-to-Market (RTM) platform for consumer goods companies, helping brands improve sales execution, distributor operations, retail intelligence, and decision-making through AI, automation, and real-time market visibility. Trusted by 750+ brands across 35+ countries, Bizom powers over $30 billion in annual GMV and is used by more than 250,000 field sales representatives and 300,000 channel partners, creating one of the industry's largest RTM networks. Built on engineering excellence and deep consumer goods expertise, Bizom delivers rapid time-to-value through a scalable, cloud-native platform. As the company advances its agentic AI roadmap, intelligent agents are increasingly automating decisions and execution. By 2030, Bizom aims to deliver an Invisible Interface, where users interact through natural language, voice, and autonomous agents rather than traditional software.

Average Rating: 4.5/5.0

Total Reviews: 15

How Do G2 Users Rate Bizom?

  • Quality of Support: 8.7/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 9.1/10)
  • Ease of Use: 9.1/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Bizom?

  • Seller: Mobisy Technologies
  • Year Founded: 2008
  • HQ Location: Bangalore, India
  • Twitter: @get_bizom
    450 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    571 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 33% Large, 33% Medium

What Are Recent G2 Reviews of Bizom?

Convex

Convex is a cutting-edge sales intelligence platform specifically designed to streamline and enhance sales and marketing efforts for businesses focused on selling into commercial buildings. This innovative solution combines a wealth of data, actionable insights, and tailored applications to provide users with a competitive advantage right from the beginning of their sales processes. With Convex, organizations can navigate the complexities of the commercial real estate landscape more effectively. The platform is particularly beneficial for mid-market and enterprise sales teams, as it caters to businesses aiming to scale their opportunities and implement the most effective sales strategies. Convex serves a diverse audience, including Sales and Marketing teams across more than 21 industries, that rely on commercial property data. Our platform links any data to the physical property providing a complete view of buildings and the people and businesses inside them, enabling users to make informed decisions that drive growth and success. One of the standout features of Convex is its intuitive interface, which simplifies complex data visualization and interpretation. This user-friendly design ensures that team members at all levels can access and understand critical information without extensive training. The platform links various data points; like building square footage, aerial views, permit history, etc., to physical properties, providing a holistic view that empowers sales teams to plan strategically, prioritize market opportunities, and establish credible connections with key decision-makers. Key products of Convex include Atlas, our map-based sales intelligence platform, Signals, our Intent Data suite, and Engage, our outreach (calling and email) product which includes GenAI. These products allow organizations to respond swiftly to market changes, optimize their performance, and stay ahead of the competition. By leveraging real-time insights, users can identify emerging trends and adjust their strategies accordingly, ensuring they remain agile in a dynamic marketplace. The ability to customize dashboards further enhances user experience, enabling teams to focus on the metrics that matter most to their specific objectives. In summary, Convex is a powerful sales intelligence platform that equips businesses with the tools they need to thrive in the Commercial category. By combining comprehensive data access, user-friendly design, and advanced analytics, Convex stands out as a valuable resource for sales and marketing teams looking to maximize their effectiveness and drive Commercial business growth.

Average Rating: 4.5/5.0

Total Reviews: 5

How Do G2 Users Rate Convex?

  • Quality of Support: 9.0/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.1/10)
  • Ease of Use: 8.0/10 (Category avg: 8.9/10)
  • Ease of Admin: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Convex?

  • Seller: ServiceTitan
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Glendale, CA
  • Twitter: @ServiceTitan
    4,766 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,381 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 40% Small, 40% Medium

What Do G2 Reviewers Say About Convex?

AI-generated summary from verified user reviews

Pros
  • Users find Convex to be a very easy platform that is simple to navigate and user-friendly.
  • Users highlight the affordable pricing of Convex, which provides excellent value for its features and support.
  • Users commend the excellent customer support of Convex, enhancing their overall experience with the product.
  • Users find the platform easy to navigate, enhancing their overall experience with Convex.
  • Users value the scalability of Convex, finding it adaptable to their growing needs and requirements.
Cons
  • Users report issues with incorrect or wrong contact information, leading to frustrations and miscommunication.
  • Users report experiencing inaccurate information with Convex, leading to confusion and communication issues.
  • Users face issues with incorrect numbers or wrong contacts, leading to frustrating communication problems.
  • Users experience missing contacts, leading to incorrect numbers and frustrating miscommunication issues.
  • Users often face outdated contacts resulting in incorrect or misdirected communications, affecting overall effectiveness.

What Are Recent G2 Reviews of Convex?

Finicast Planning and Modeling Platform

Plan together with Finicast's next generation planning software. Finicast’s SaaS inclusive planning platform is open-ended (like Excel and Google Sheets), with building blocks of spreadsheets, pivot tables, and formulas designed to go beyond the traditional 2 -dimensional analysis in a better way than current solutions. Designed and built by analysts to be: Easy to use Collaborative across teams Scalable to any size Used for planning, modeling, and analysis in: Sales Operations Finance Human Resources Fund …and more

Average Rating: 4.7/5.0

Total Reviews: 3

How Do G2 Users Rate Finicast Planning and Modeling Platform?

  • Quality of Support: 8.9/10 (Category avg: 9.1/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Ease of Use: 9.4/10 (Category avg: 8.9/10)
  • Ease of Admin: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Finicast Planning and Modeling Platform?

  • Seller: Finicast
  • Year Founded: 2018
  • HQ Location: San Mateo, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Finicast Planning and Modeling Platform?

Julie Jung
JJ
Researched and written by Julie Jung
Updated April 9, 2026