Top 12 Sales Planning Tools to Boost Your Strategy

For any modern business, a successful sales planning process of the sales strategy is a crucial step. To make this as easy as possible, businesses oftentimes rely on modern and powerful sales planning tools.

But with so many options available, how do you narrow down the sales strategy software that will best accommodate your requirements and sales targets?

The purpose of this guide is to give you insight into the best sales planning software options available in 2025. Plus, both sophisticated AI sales planning platforms and traditional ones will be considered in our article.

Let’s go over them together.

What are Sales Planning Tools?

Sales planning tools are a particular category of software applications, which provide assistance to sales teams in the structuring, planning, optimizing, managing, and coordinating of sales activities. They facilitate accurate forecasting of sales revenue goals, give real-time insights, analyze business goals and trends, and automate certain work processes. These tools allow companies to easily improve their competitive advantage, cooperation within the team, as well as your conversion rates.

The basic functionalities of sales planning tools give users the ability to analyze and report on the real-time data. This means that every user can observe important parameters and assess performance in real time. Plus, their ability to integrate with current customer relationship management systems, automated marketing tools, and enterprise resource allocation and planning software improves collaboration among various company departments.

Furthermore, they are able to execute monotonous tasks, which increases the time spent on core activities and sales goals like strategic planning, prospecting, and closing sales by sales managers.

What to Look for in a Sales Planning Solution?

Take some time to analyze the following factors as they will help you choose the right solution for your needs:

User-friendliness and ease of adoption. Check whether the sales plan software comes with an intuitive interface that can help reduce the onboarding and training time significantly. User-friendly aids can achieve greater adoption among sales managers.
Compatibility and integration with existing systems. Identify systems that use your CRM, ERP, email, and other productivity sales tools to avoid unnecessary changes to data and workflows. This would help streamline processes across all systems.
Customization options tailored to your specific processes. Select software that enables the modification of dashboards, workflows, and reports or entails notifications as every sales team works differently during the sales cycle.
Availability of AI-driven insights. Predictive analysis creates the possibility for proactive and data-driven decisions through the use of AI-powered analytics.
Transparent and scalable pricing. Evaluate the pricing models to avoid hidden fees or excessive costs as your business grows. Scalable pricing models ensure the tool remains cost-effective long-term.
Comprehensive reporting and analytics capabilities. Real-time tracking and monitoring of comprehensive reports are vital in evaluating sales performance, trend analysis, and opportunity recognition. Make sure that the tool provides the complete analytics necessary for supporting strategic decisions.

Top 12 Sales Planning Tools in 2025

With numerous options available, here’s a comparative overview to simplify your choice:

Tool	AI-powered	Integrations	Pricing Tier	Ideal for
Sembly AI	+	High	Mid-range	AI-powered insights
Gong.io	+	Medium	Premium	Conversation analytics
Clari	+	High	Premium	Revenue forecasting
InsightSquared	+	High	Premium	Sales analytics
People.ai	+	Medium	Premium	Sales activity automation
Freshworks (Freshsales)	+	High	Affordable	SMBs
Salesforce	–	Very High	Premium	Large enterprises
HubSpot Sales Hub	–	Very High	Affordable	Small to midsize companies
Pipedrive	–	Medium	Affordable	Ease of use
Zoho CRM	–	High	Affordable	Cost-effective CRM
Monday.com	–	High	Mid-range	Customization
Salesloft	–	Medium	Premium	Sales engagement

AI Sales Planning Tools

AI sales planning tools offer revolutionary predictive analytics and automated processes that boost efficiency and accuracy in sales operations.

1. Sembly AI (Semblian 2.0)

Sembly (and its add-on Semblian) provides cutting-edge AI sales planning software that converts meeting conversations into structured insights, significantly enhancing team productivity. By automatically capturing meeting notes, summarizing key discussion points, and identifying actionable tasks,

Sembly reduces manual workload and minimizes miscommunication. Its predictive analytics capabilities also allow sales leaders to anticipate challenges and opportunities early, resulting in more informed decision-making and effective sales strategies.

Best for

Teams seeking automated, actionable insights from meetings.

Features

Automatic identification of sales action items
Tactical recommendations after your sales call, for example “Sembly noticed the customer mentioned a competing product, let’s create a side by side comparison with the competitor.”
Bespoke sales artifact creation, for example, you can ask Sembly to “create the side by side comparison with the competing product for this customer”
Predictive analytics for accurate sales forecasting
Deep integrations with popular CRM platforms/sales automation platforms

Pricing

The professional plan starts at $10/month with a free trial available.

Gong.io

Gong.io is one of the well-known AI sales planning tools thanks to its complete conversation analytics and revenue intelligence features. It analyzes customer interactions over calls, emails, and video sessions, allowing teams to enhance their sales, engagement, and closing strategies.

Best for

Sales teams aiming to enhance conversation effectiveness.

Features

Conversation intelligence
Customer sentiment analysis
Pipeline risk alerts

Pricing

Custom pricing.

3. Clari

Through predictive analytics, Clari’s comprehensive sales planning platform gives real-time visibility and offers robust revenue potential forecasting and proactive pipeline management to aid in revenue targets and operations. Its detailed insights span the entire sales cycle and market coverage, excelling in pipeline management, customer success, revenue forecasting, and deal progression tracking.

Best for

Revenue-focused sales organizations and sales professionals.

Features

Predictive revenue forecasting
Real-time pipeline insights
CRM synchronization

Pricing

Clari provides tailored pricing based on an organization’s size and needs.

4. InsightSquared

InsightSquared leverages predictive analytics to deliver deep insights into sales performance, improving pipeline accuracy, and KPI tracking. It is one of the best AI sales planning tools that offers advanced analytics capabilities, providing sales teams with actionable and real-time data and a detailed sales plan to drive performance.

Best for

Teams needing advanced analytics.

Features

Sales forecasting
Pipeline management
KPI dashboards

Pricing

Custom pricing tailored to the specific needs and size of a business.

5. People.ai

People.ai enhances productivity through automated CRM updates and captures sales-related data. This software also provides strategic business insights and assists in improving sales performance.

Best for

Teams seeking automation of routine sales tasks.

Features

Activity automation
CRM integration
Sales analytics

Pricing

Customized pricing based on factors such as the number of users and the key features required.

6. Freshworks (Freshsales)

Freshworks combines ease of use and personalized customer relationship management with AI analytics suited for small and mid-sized businesses. As one of the most widely used AI sales planning tools, it also offers affordable sales management options, as well as email tracking, sales automation, and lead management.

Best for

Small and medium businesses.

Features

AI-driven customer insights
Sales automation
Integrated email/marketing campaigns

Features

Customizable workflows and automations
Visual sales pipeline management
Real-time team collaboration

Pricing

Basic plan starts at $12/seat/month (billed annually).

12. Salesloft

Salesloft is a deep sales engagement platform that improves productivity by automating communication and outreach. It allows sales teams to manage, monitor, and refine multi-channel engagements with prospective clients. Salesloft’s coaching capabilities regarding engagement and communication metrics, along with personalization at scale, aid in improving sales process outcomes.

Best for

Sales teams focused on optimizing outreach and engagement.

Features

Automated email campaigns
Cadence management
Integration with leading CRMs

Pricing

Salesloft offers custom pricing based on the specific needs and scale of your organization.

How to Choose the Right Sales Planning Tool for Your Business?

Picking the right sales planning tool entails more than just evaluating features and price — it requires deep consideration of your organization’s sales workflows and goals. Assess how your sales team will acclimate to the new software — aesthetic design is only one aspect pertaining to engagement and productivity outcomes. Consider how the software integrates with your existing CRM, ERP, and communication tools in order to avoid creating silos.

Determine how scalable the software is. Will it work with your organization when it expands, or as sales processes become more complicated? Use free demos and trials for the software and put it to practical use within your business environment to assess whether it meets your objectives and does not complicate the entire sales process.

FAQs

What is the best sales planning tool for small businesses?

Freshsales and Zoho CRM easily capture attention thanks to their low pricing, user-friendliness, and excellent features, which are ideal for small businesses.

Freshsales is great for a team that needs low-cost AI-driven contact scoring, built-in phone and email support, and sales sequences. Meanwhile, Zoho CRM has impressive multi-channel communication automation even in lower-tier plans, making it an incredibly flexible and scalable option.

Both have mobile apps, which is a must for any sales team on the go. For more budget-restricted companies, both Freshsales’ starter pricing and Zoho’s free plan make them great options for solo entrepreneurs and startups, too.

Which tool offers the best AI-driven sales insights?

Sembly AI and Gong.io have advanced insight features powered by AI, though each has its own strength.

The strong suit of Sembly AI is post-meeting analytics. This includes transcription of the conversation, summarizing it, and breaking it down into actionable tasks. This feature is great for teams dealing with long virtual meetings or stepwise decision-making processes.

Gong.io focuses on live sales performance. It analyzes call recordings, email exchanges, and meeting data to understand buyer behavior, coach sales reps, and spot potential deal risks. Its revenue intelligence capabilities are highly valued by larger, data-driven sales teams.

Are there free sales planning tools available?

Yes, some sales planning platforms like HubSpot, Sembly, Freshsales, and Zoho CRM provide freemium accounts, which are ideal for new businesses or smaller teams. These free tiers aid elementary CRM processes and automated sales to allow very small businesses to enhance their operations without any further spending.

Can these tools integrate with existing business software?

Most AI sales planning tools and traditional sales planning tools offer extensive integration capabilities. Sales planning platforms like Salesforce, HubSpot, and Monday.com are known for their broad compatibility, allowing seamless integration with existing CRM systems, email clients, ERP software, and numerous other productivity applications, ensuring streamlined workflows and improved team efficiency.

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